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Pay: $80,000.00 - $100,000.00 per year \n \n Job description: \n \n Join Merola Tile, a leader in the ceramic tile industry. We are seeking an experienced Customer Service & Order Management Manager to lead a high-volume customer service team supporting B2B customers. This role oversees daily inbound calls, email inquiries, order entry and processing, EDI transactions, customer escalations, and team performance. \n The ideal candidate has experience leading a customer service or contact center team in a distribution, manufacturing, wholesale, or order-management environment. This is not a retail or hospitality customer service management position. \n \n The Customer Service & Order Management Manager is a hands-on, build-and-stabilize leadership role responsible for creating dependable daily control across Customer Service. From day one, this person owns staffing and coverage, work assignment, quality and quantity assurance, training, coaching, documentation, accountability, and exception closure across locations and channels. \n \n Essential Duties \n\n • Plan and lead daily Customer Service operations across New Jersey, California, and other assigned locations, including telephone, email, chat, orders, portals/EDI, complaints, returns, credits, and open customer commitments.\n, • Assign work with clear ownership, priorities, due times, quality and quantity standards, decision authority, and escalation expectations.\n, • Assure accurate and on-time completion by monitoring workload, backlog, aging, productivity, quality, and customer commitments; reallocate or escalate before commitments are missed.\n, • Inspect quality through defined audits of customer communications, orders, documentation, credits, returns, and system transactions; retain evidence and close corrective actions.\n, • Run a consistent operating rhythm including daily kickoff, queue and exception reviews, end-of-day closure, weekly scorecards, coaching, training, staffing, and capacity reviews.\n, • Manage attendance, schedules, coverage, cross-training, backup plans, and surge support within approved authority.\n, • Train, qualify, coach, recognize, and correct employees; maintain role standards, training records, documented coaching, and development plans.\n, • Own routine accountability for attendance, conduct, productivity, quality, and recurring performance gaps, escalating formal employment matters with complete documentation.\n, • Control customer and operational exceptions through closure and coordinate cross-functional handoffs with Sales, Warehouse, Accounting, Product, Digital Commerce, Operations, Inventory, and IT.\n, • Maintain Salesforce/CRM discipline and current SOPs, checklists, templates, training materials, reason codes, and escalation guides.\n, • Use performance data and root-cause analysis to improve service, reduce rework and aging, strengthen processes, and recommend staffing, capacity, technology, and system improvements.\n, • During the first year, develop Level 3.1 capability by refining KPIs, leading at least one cross-functional process improvement, developing Lead/backup coverage, and building a sustainable Customer Experience operating system.\n\n Other Duties \n\n • Stay current on operational trends, compliance requirements, and best practices.\n, • Provide timely, fact-based reporting on results, risks, trends, open commitments, customer issues, and resource needs.\n, • Support recruiting, onboarding, performance evaluations, succession planning, and employee progression.\n, • Perform other duties and improvement work consistent with the responsibilities of the position.\n\n Competencies \n\n • Project Management - Organizes work, priorities, deadlines, resources, and follow-through to achieve dependable results.\n, • Delegation - Assigns clear ownership, standards, authority, due times, and escalation expectations while retaining supervisory accountability.\n, • Analytical - Uses facts, measures, trends, and root-cause analysis to identify risks and drive corrective action.\n, • Managing People - Sets expectations, coaches' performance, documents outcomes, develops capability, and applies fair accountability.\n, • Quality Management - Builds and uses standards, audits, controls, and corrective actions to improve accuracy and consistency.\n\n Requirements \n\n • Five or more years of progressive Customer Service, order management, distribution support, or closely related experience.\n, • At least two years of formal direct people-supervision experience, including work assignment, measurement, coaching, documentation, attendance, and performance accountability.\n, • Demonstrated experience building or materially improving daily operating discipline, quality controls, quantity measures, training, and accountability.\n, • Experience managing customer/order work across multiple channels and coordinating with Sales, Warehouse, Accounting, Product, Operations, Inventory, and IT.\n, • Experience with ERP, WMS, EDI/API, CRM/Salesforce, partner portals, email/chat, reporting, and order/service workflows.\n, • Strong written and verbal communication, organization, analytical ability, judgment, problem solving, and follow-through.\n, • Experience in wholesale, distribution, building materials, tile/flooring, e-commerce, marketplace, or another process-driven environment preferred.\n, • Associate degree or equivalent relevant experience; bachelor's degree preferred.\n, • Authorized to work in the United States without company sponsorship and able to travel between company locations as business needs require.\n\n \n Physical Demands \n Regularly stand/sit for extended periods, operate office equipment, perform light to moderate lifting, lift/move up to 15 lbs. occasionally, bend, twist, and maintain proper posture. Reasonable accommodation may be made for qualified individuals with disabilities to perform the essential functions of the role in accordance with applicable laws. \n \n Work Environment \n Work is regularly performed in a warehouse and manufacturing environment where temperatures may be extreme, with exposure to dust, odors, noise, and fumes. Noise levels are typically moderate. Employees may also be exposed to chemicals and cleaning agents on a daily basis. \n \n Benefits: \n\n • Medical, Vision, and Dental Insurance\n, • 9 Annual Paid Holidays (including New Year’s Day, Memorial Day, 4th of July, Labor Day, Thanksgiving, and Christmas)\n, • Paid Time Off — earned and accrued from your first day with the company\n, • 401(k) Plan with company match (eligibility after 1 month)\n, • Employer-Paid Life Insurance\n, • Performance Reviews after 90 days and annually\n, • Quarterly Company Goals — opportunity to earn up to 4 weeks of additional bonus pay annually\n, • Employee Assistance Program (EAP)\n, • Employee Referral Bonus Program\n, • Employee Discount on tile after 6 months\n, • Fresh Fruit, Coffee, Hot Chocolate, and Tea provided daily\n, • Weekly Company Lunches\n, • Company Culture Events — BBQs, Ugly Sweater Day, T-shirt making, Halloween contests, and more\n, • Fun, Friendly, Family-Like Environment\n\n \n Job Type: Full-time

Local applicants only will be considered \n \n Job Title: Revenue Operations Specialist \n \n Position Summary: \n \n We are seeking a proactive, detail-driven Revenue Operations Specialist to oversee the financial lifecycle and operational scalability of a high-growth multifamily portfolio. This role functions at the intersection of accounting and financial technology. Beyond routine ledger management, this person will serve as a key architect in the optimization of our billing infrastructure – transitioning manual workflows into automated, tech enable processes. \n \n The ideal candidate will leverage ERP systems and data-driven workflows to enhance accuracy in high-volume transaction environments. This person will be responsible for the integrity of the rent roll, the deployment of automated collection modules, and the reconciliation of complex subsidy accounting. \n \n Key Technical Responsibilities: \n \n\n • Systems Optimization: Architect and implement standardized AR workflows within the ERP environment to reduce manual entry.\n, • Automated Collections: Assist in the configuration and deployment of an autonomous collections engine, defining logic for automated notices, late fee assessments, and escalation triggers.\n, • Data Reconciliation: Execute complex reconciliations between the General Ledger (GL) and sub-ledgers, resolving variances.\n, • Lifecycle Management: Manage the full-cycle AR process, from monthly charge generation and ACH/EFT batch processing to deposit application and security deposit disposition.\n, • Discrepancy Analytics: Perform root-cause analysis on billing anomalies and systemic payment failures; collaborate with the IT and Finance teams to deploy permanent systemic fixes.\n\n \n Qualifications: \n \n\n • Education: Bachelor's degree in accounting, Finance, or Management Information Systems (MIS).\n, • ERP Expertise: 2+ years of experience in high-volume AR; advanced proficiency in Yardi Voyager (specifically the Voyager 7S/residential module) or Entrata is preferred.\n, • Excel Mastery: Advanced capabilities in Microsoft Excel, including the use of Power Query, Pivot Tables, and advanced lookup functions (XLOOKUP, INDEX/MATCH) for data normalization and reporting.\n, • Multifamily Domain Knowledge: Deep understanding of multifamily billing logic, including prorated rent calculations, utility RUBS (Ratio Utility Billing Systems), and HAP contract renewals highly preferred.\n, • Process Engineering: Demonstrated experience in process mapping or migrating manual financial tasks to automated software solutions preferred.\n, • Analytical Rigor: Ability to interpret complex lease contracts and subsidy agreements to ensure system-calculated charges align with legal and regulatory requirements.\n

Job DescriptionDescription: Holman Frenia Allison, PC, Certified Public Accountants and Consultants (HFA) is headquartered in Central New Jersey. The firm services a diverse client base within the tri-state area providing highly personalized and comprehensive accounting, audit, tax, and business consulting services. We are looking for an Audit Manager to work in our Lakewood, NJ office. Job Summary: As an Audit Manager at HFA, you will be responsible for leading and managing audit engagements for our diverse client base. You will oversee a team of audit professionals, ensuring the delivery of accurate, timely, and high-quality audit services. The Audit Manager will play a pivotal role in building and maintaining client relationships, ensuring compliance with regulatory requirements, and fostering a collaborative and productive work environment within the audit team. In this role you will: • Collaborate to define audit strategy and objectives in consultation with senior manager/partner., • Manage multiple audit engagements and competing priorities., • Monitor team’s process against plan and alter when necessary., • Maintain active communication with clients to manage expectations, ensure satisfaction, and lead change efforts effectively., • Understand and manage firm risk on audits and proposals., • Develop high-performing people and teams., • Conduct timely performance reviews and provide performance feedback or onsite training., • Stay updated on industry trends, regulations, and best practices, and apply this knowledge to client engagements., • Cultivate and manage business development opportunities., • Monitor engagement budgets, timelines, and resources, ensuring efficient utilization and profitability for the firm., • Uphold the firm's ethical standards, ensuring integrity, objectivity, and independence in all audit activities. We offer an excellent benefits package, including... • Medical, Dental and Vision Plans, • Health Savings Account with Employer Contribution, • Safe Harbor 401(k) Plan, • Commission Policy, • Firm Provided Life Insurance, • Continuing Professional Education, • Tuition Reimbursement, • Professional Dues Reimbursement, • Mentoring Program, • Vacation Time, • Paid Holidays, • Summer Fridays HFA provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. Requirements: Applicants must possess the following: • Bachelor’s degree in Accounting, Finance, Business or related field., • CPA certification required., • 5-8 years of progressive public accounting audit and/or assurance experience., • Experience with not-for-profit clients and/or employee benefit plans., • Advanced knowledge of CCH ProSystem Engagement., • Reliable transportation to and from client locations., • Strong analytical and reasoning abilities, excellent communication skills., • Ability to build relationships while asking tough questions., • Excellent written and oral skills., • Strong time management and organizational skills.

Job Description Total Compensation: $180k-$210k A well-established orthopedic and sports medicine organization in Ocean County, NJ is seeking a skilled Podiatrist (DPM) to provide comprehensive medical and surgical care for patients with foot and ankle conditions. This is a fantastic opportunity to join a collaborative, integrated care model working alongside orthopedic surgeons, vascular specialists, pain management physicians, physical therapists, and advanced practice providers, with a clear path toward practice ownership and leadership. What You'll Do: • Evaluate, diagnose, and treat a wide range of foot and ankle conditions, from fractures to diabetic foot conditions and deformities, • Perform a full spectrum of surgical procedures, including forefoot/rearfoot reconstruction, ankle arthroscopy, tendon repair, and fracture fixation, • Interpret diagnostic imaging (X-rays, MRI, CT, ultrasound) and develop individualized treatment plans, • Collaborate closely with orthopedic surgery, physical therapy, pain management, and vascular medicine teams, • Build strong referral relationships with internal and external providers, • Mentor physician assistants, medical assistants, and clinical support staff, • Participate in quality improvement initiatives and practice growth efforts What We're Looking For: • Doctor of Podiatric Medicine (DPM) degree from an accredited institution, • Completion of a PMSR/RRA residency program, • Board Qualified or Board Certified, • Eligibility for unrestricted New Jersey podiatric licensure, • Fellowship training in Foot & Ankle Reconstruction, Trauma, Sports Medicine, or Limb Salvage, • Strong interest in practice growth and leadership opportunities Compensation & Benefits: • Competitive base salary plus a first-year bonus, • Productivity-based incentive compensation as the practice grows, • Comprehensive benefits: medical, dental, vision, malpractice coverage, PTO, etc. If you're ready to grow a high-volume foot and ankle practice within a truly integrated care model, we'd love to hear from you! Atlas Search is a tri-state area recruitment agency, connecting new graduates, Advanced Practice Providers, Physicians and Nurse Leaders to hospitals, clinics, multi-specialty groups, nursing homes, managed care companies, private practices, and healthcare start-ups. If you would like to learn more about the opportunities we offer, please submit your CV for consideration here. \nCompany Description Atlas Search is an executive recruiting firm dedicated to placing accounting, finance, middle office, information technology, human resources, and office / accounting support professionals. Our clients range from Fortune 500 to start-ups and we service all industries ranging from Financial Services to Media & Entertainment. We were founded on the principle of relationships; our firm has been built on partnering with candidates and clients with a focus on their long-term interests. We provide Technology professionals like yourself on a permanent basis for our clients across all industries. Specialties include: Software Engineers, Web Developers, iOS/Android Engineers, Data Analysts, Business Intelligence, Data Engineers, Data Scientists, Help Desk/Desktop Support, Systems Administrators/Engineers, Network Administrators/Engineers, Cloud/DevOps Engineers, Application Support, Business Analysts, Project Managers, IT Managers, CTOs, etc. Atlas Search is an executive recruiting firm dedicated to placing accounting, finance, middle office, information technology, human resources, and office / accounting support professionals. Our clients range from Fortune 500 to start-ups and we service all industries ranging from Financial Services to Media & Entertainment. We were founded on the principle of relationships; our firm has been built on partnering with candidates and clients with a focus on their long-term interests. We provide Technology professionals like yourself on a permanent basis for our clients across all industries. Specialties include: Software Engineers, Web Developers, iOS/Android Engineers, Data Analysts, Business Intelligence, Data Engineers, Data Scientists, Help Desk/Desktop Support, Systems Administrators/Engineers, Network Administrators/Engineers, Cloud/DevOps Engineers, Application Support, Business Analysts, Project Managers, IT Managers, CTOs, etc.

Job Description Position Summary:MRI Field Service Engineers will travel and execute all required service requests, including repairs, planned maintenance, equipment de-installations and installations. Must have the ability to troubleshoot and accurately resolve technical issues with the use of laptop and other equipment. Must be familiar with MRI medical equipment. OEM or third party training/experience preferred. Must have Siemens MRI.Location: Manasquan, NJ but must be willing to travelEssential Duties:Provide on-demand phone and on-site support as required.Plan, schedule, and execute all required planned maintenance (PM) activities.Accurately and promptly submit required paperwork to accounting/operations.Promote positive customer relationships, including non-service call visits and meetings.Promptly returning and documenting all material not used in the field to MXR Imaging facilities.Work with sales and operations on all customer-specific site and technical issues.Work with customers and sales force to clarify customer requirements and technical issues.Professionally, safely, and accurately perform on-site system installations as well as de-installations.Assist in site planning, sales consultations as needed.Maintain inventory integrity through proper handling, inspection, and warehousing.Supports company-wide initiatives, policies and procedures, including Quality Management System maintenance.Duties and responsibilities are subject to modification to fit the needs of the business as deemed appropriate by the executive management team. Such modifications may occur in writing or verbally.Education/Experience:Required:High School DiplomaMust have extensive background in servicing Medical Imaging equipment.Must have 5+ years experience of Siemens MRICandidate must be willing to be on call, this includes weekends and holidays.Candidate must have a valid U.S. driver's license.Preferred:An Associate Degree in Electrical Engineering or military-trained in electronics, equivalent certified electrical training or equivalent experience on electronic equipment is a PLUS.Travel:Must be willing to travel within the United States.Competencies:Excellent verbal and written communication skills.Strong interpersonal communication skills; experience in effectively communicating key data.Keen analytic, organizational, and problem-solving skills, which allow for strategic data interpretation.Personal qualities of integrity, credibility, and unwavering commitment.A proactive, hands-on strategic thinker who will be a team player with a positive and supportive attitude.Customer satisfaction.Promptness of response to users' request for support.Accuracy and report quality and meeting deadlines.Solving problems on a first call basis.Maintaining excellent customer relations.Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel. The employee frequently is required to stand, walk, sit, reach with hands and arms, and talk or hear. The employee is occasionally required to climb or balance, stoop, kneel, and crouch. The employee must occasionally lift and/or move up to 25 lbs. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.Training RequirementsESD Training (ESA and EF)Cold Stress TrainingHIPAAHeat Stress TrainingDepartmental Procedures as required to the roleQuality Key Process Indicators and Policy, Good Documentation PracticesSafety awareness initiatives and protocolsSoftware utilization

Job Description We are looking for an astute, savvy person to pull financial reports for current construction jobs from accounting software (SAGE), organize and calculate receipts (accounts receivable), send out monthly invoices (accounts payable), and assist with other office needs. Responsibilities: • Accounts Payable: Perform data entry tasks accurately and efficiently, including receipts, invoices, delivery tickets, etc. to ensure timely and accurate payments;, • Accounts Receivable: Issue monthly invoices, cut checks;, • Prepare and post journal entries for accurate financial records;, • Provide administrative support to the team by handling various clerical tasks;, • Manage office filing systems and maintain organized records;, • Answer phone calls, take messages and direct inquiries to the appropriate person;, • Utilize computer skills to create and update documents and spreadsheets. Qualifications /Skills: • Proficiency in accounting software (QuickBooks, SAGE 100 Contractor experience is a plus), • Previous experience as an assistant, in a clerical role, or at a construction company preferred, • Computer proficiency in Windows, Adobe Acrobat Pro, Microsoft Word and advanced Excel, • Proficient in data entry with a high level of accuracy, • Strong organizational skills with the ability to prioritize tasks effectively, • Excellent attention to detail for proofreading financial documents, • Ability to adapt to changing priorities and work well under pressure This is an excellent opportunity for someone who is detail-oriented, organized, and has strong computer skills. Requirements: • 7 years office experience, • College degree, • Valid driver’s license Job Type: Part-time Expected hours: Monday – Thursday, 6-hr shift, flexible hours - More hours may be available per current project load. Pay: $23 - $28 per hour. Salary commensurate with experience, generous bonuses. How to Apply: Submit resume and cover letter \nCompany Description Cruz Concrete & Guniting Repair is a reputable, award-winning concrete repair contractor based in Manasquan, NJ. Established in 1986, Cruz has worked on nearly every bridge and tunnel connecting into New York City. Our company is a home-based business and is looking for someone with a strong accounting background. Cruz Concrete & Guniting Repair is a reputable, award-winning concrete repair contractor based in Manasquan, NJ. Established in 1986, Cruz has worked on nearly every bridge and tunnel connecting into New York City. Our company is a home-based business and is looking for someone with a strong accounting background.

Job Description Controller Reports To: Director of Finance Department: Finance & Accounting Position Overview We are seeking an experienced Controller to serve as the client-facing financial leader for an assigned portfolio. The Controller will oversee day-to-day financial operations and serve as the subject matter expert for all portfolio financial activities, including financial reporting, budgeting, forecasting, financial analysis, internal controls, audit, tax, financing, and onboarding/offboarding initiatives. The Controller will oversee Accounting, Accounts Payable, and Treasury functions while serving as the primary point of contact for clients regarding their financial operations. The ideal candidate is a strong accounting professional with excellent leadership, communication, analytical, and organizational skills. Healthcare industry experience is preferred. Key Responsibilities • Develop and monitor project plans to ensure timely completion of monthly and ad-hoc financial deliverables., • Serve as the primary financial contact for assigned clients and portfolios., • Oversee Accounting, Accounts Payable, and Treasury services and coordinate with other service lines., • Review and approve financial reports and other financial deliverables., • Coordinate internal and external communication related to daily operations, monthly reporting, and annual financial and regulatory reporting., • Provide clients with proactive visibility into cash flow, collections, expenses, and other key financial activity., • Prepare and deliver daily, weekly, and monthly financial reporting, including budget-to-actual and variance analysis., • Apply strong knowledge of GAAP, cash management, AP operations, and cost reimbursement to analyze forecasts and operational performance., • Lead weekly team meetings to review priorities, address challenges, and drive results., • Monitor team KPIs and overall productivity., • Supervise accounting, AP, and treasury staff, including workload allocation, timesheet review, PTO approval, performance management, and staffing needs., • Provide financial analysis and strategic recommendations to support operational and financial decision-making., • Identify and implement process improvements to streamline workflows and improve efficiency., • Manage multiple priorities and respond to client and internal requests in a timely and effective manner., • Perform other duties as assigned.Qualifications, • Bachelor's or Master's degree in Accounting, Finance, or a related field., • Strong accounting and finance background; healthcare experience preferred., • Strong understanding of accounting processes and the flow of information between financial systems., • Advanced proficiency in Microsoft Excel and financial/data analysis., • Proven ability to lead teams and drive productivity., • Excellent written and verbal communication skills., • Highly organized with strong attention to detail and deadline management., • Ability to work independently and escalate complex issues appropriately., • Ability to quickly learn new systems, technologies, and processes., • Strong process-improvement and systems-thinking skills., • Ability to prioritize multiple requests in a fast-paced environment., • Comfortable working in an evolving environment with ambiguity and changing priorities., • Technologically forward-thinking and solution-oriented.Personal Attributes, • Proactive, resourceful, and takes initiative., • Strong problem-solving and decision-making skills., • Personable, energetic, and professional., • Collaborative team player with strong leadership abilities., • Client-focused with a commitment to providing exceptional service.Working Conditions This position is primarily office-based and involves extended periods of sedentary work and computer use. Occasional local travel between office locations may be required. Direct Reports Direct reports will vary based on portfolio size. The Controller will typically oversee accounting, Accounts Payable, and Treasury personnel, with responsibility for day-to-day supervision, mentorship, workload management, and performance management.

Job DescriptionDescription: Holman Frenia Allison, PC, Certified Public Accountants and Consultants (HFA), is headquartered in Central New Jersey. The firm services a diverse client base within the tri-state area providing highly personalized and comprehensive accounting, audit, tax and business consulting services. We’re currently seeking a Senior Tax Accountant to join our Tax Services team. This is a key role for an experienced, self-driven professional with the potential to take on supervisory-level responsibilities. In this role, you will: • Serve as a direct point of contact for clients — advising on tax strategies, planning opportunities, and compliance matters, • Prepare complex Federal, State, and local tax returns for individuals, corporations, partnerships, trusts, and exempt organizations, • Reviewing mid-level complexity individual, trust, partnership and corporate tax returns prepared by tax staff for accuracy, • Supervise, train, and mentor junior staff within the Tax Services Department, • Stay current on evolving tax laws and industry regulationsRequirements: Applicants must possess the following: • Bachelor’s degree in Accounting, • Working towards CPA license, or CPA certification (preferred), • Having a Masters of Science in Taxation is a plus, • Minimum of four (4) years of tax experience in public accounting, with a strong background in 1040s, 1120s, and 1065s, • Excellent analytical and technical tax skills, • Strong communication and client service skills, with the ability to build and maintain trusted client relationships, • Proven ability to manage multiple engagements and deadlines in a fast-paced, collaborative environment, • Effective leadership, mentoring, and training abilities, • Outstanding organizational and project management skills, with high attention to detail, • Reliable transportation for occasional client or office visits We offer an excellent benefits package, including... • Medical, Dental and Vision Plans, • Health Savings Account with Employer Contribution, • Safe Harbor 401(k) Plan, • Commission Policy, • Firm Provided Life Insurance, • Continuing Professional Education, • Tuition Reimbursement, • Professional Dues Reimbursement, • Mentoring Program, • Vacation Time, • Paid Holidays, • Summer Fridays HFA provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.

Job Description Join CSI Group – A Thriving Career Awaits You! About CSI Group CSI Group is a leading financial services firm transforming how America's middle class experiences financial security. We enrich lives and legacies by providing personalized financial planning, tax, and estate solutions that empower individuals and families to achieve lasting prosperity. Our mission is simple yet powerful: to simplify financial security and remove uncertainty for America's middle class. Role Summary The Director oversees the full operational infrastructure of CSI Advisors, ensuring seamless, compliant, and highly efficient experience for both members and the Servicing Financial Advisor team. This role manages all operational workflows across account maintenance, advisor onboarding, trading, billing, reconciliation, custodial processes, cross-platform technology integrations, and overall member experience delivery. This position is ideal for someone with deep experience building or scaling an RIA, who excels at creating structure, optimizing workflows, and implementing innovation that support rapid and sustainable growth. The Director partners closely with firm leadership, Servicing Financial Advisors, and Charles Schwab, CSI Advisors’ primary custodian, while also working alongside the Chief Compliance Officer (CCO) to ensure operational excellence, regulatory readiness, and risk alignment. The role also collaborates cross-functionally with Advisory Services teams to deliver the integrated CSI 360°ree; member experience. Key Responsibilities Operational Leadership & Infrastructure • Lead and manage all RIA back-office operations with a focus on accuracy, efficiency, and exceptional member experience., • Oversee all core operational processes, including:, • New account opening, • ACATs and transfers, • Money movement requests, • Beneficiary and account maintenance updates, • Trading, rebalancing, and model updates, • Billing, fee processing, reconciliation, and performance reporting, • Drive both Servicing Financial Advisor and member onboarding workflows to ensure a frictionless transition experience., • Build, document, and maintain scalable workflows, SOPs, and operational controls aligned with firm growth., • Support operational integration efforts related to acquisitions, new product lines, and platform expansions. Custodial Relationship Management (Charles Schwab) • Serve as the primary operational liaison with Charles Schwab, CSI Advisors’ custodian., • Oversee Schwab Advisor Center workflows including digital onboarding, document processing, alerts, trading systems, and custodial requirements., • Resolve escalated custodial issues promptly and maintain strong vendor relationships., • Stay current on Schwab platform enhancements, system updates, and regulatory or procedural changes. Trading & Portfolio Operations • Oversee daily trading tasks including trade execution, model adjustments, block trades, and rebalancing workflows., • Monitor cash levels, contributions, withdrawals, RMDs, and other trading-related activity requiring operational action., • Ensure all trading aligns with Schwab policies, firm guidelines, and compliance requirements., • Partner with advisors to support member portfolio needs and the delivery of performance reporting. Servicing Financial Advisor Support • Act as the primary operational escalation point for Servicing Financial Advisors., • Sales pipeline oversight working in partnership with Chief Revenue Officer (CRO), • Troubleshoot complex member issues involving account transfers, cost basis corrections, billing questions, tax documents, and custodial service needs., • Train Servicing Financial Advisors and support teams on operational processes, systems, and Schwab workflows., • Enhance advisor efficiency through standardized workflows, automation, and reliable operational support. Compliance & Risk Management (Working alongside the Chief Compliance Officer) • Ensure operational processes align with SEC and state regulatory requirements., • Support compliance audits, regulatory exams, documentation retention, and operational components of compliance workflows., • Strengthen controls related to money movement, trading oversight, cybersecurity, data integrity, and custodial interactions., • Assist in operational readiness for firm expansions, acquisitions, and platform enhancements. Technology & Systems Oversight • Oversee key advisory technology platforms, including CRM, portfolio accounting, reporting systems, billing engines, trading platforms, financial planning tools, and member portals., • Manage vendor integrations across systems such as Schwab, Orion, Black Diamond, Envestnet, Salesforce, or equivalent technologies., • Identify opportunities for automation, system integration, and workflow efficiencies that enhance advisor and member experience., • Partner with IT to ensure secure, reliable, and scalable technology operations. Team Leadership • Lead, mentor, and develop the Financial Advisors and Operations team to deliver high-quality, consistent, and accurate workflow execution., • Provide coaching, cross-training, and a strong learning environment that supports succession readiness., • Manage workload allocation, team coverage, and staffing needs to support business growth. Qualifications • 7+ years of RIA or wealth management operations experience, including direct involvement in launching, building, or scaling an RIA., • Strong hands-on experience with Charles Schwab Advisor Center and custodial operations., • Deep understanding of account operations, trading workflows, portfolio operations, advisory billing, and reconciliation processes., • Proven ability to design, implement, and scale operational systems and workflows in a growing organization., • Experience implementing or optimizing advisory technology platforms., • Excellent communication, problem-solving, and cross-functional collaboration skills., • High attention to detail, strong follow-through, and a member-first mindset., • Bachelor’s degree required; Series 65/66, CFP®, or other relevant credentials preferred.

Job Description Regent Cabinets is hiring a Sales Coordinator as a full-time job in Lakewood, NJ. WHY US Regent Cabinet Solutions is a rapidly growing private equity backed turnkey end to end custom cabinet, countertop, and hardware provider launched in 2005. We manage everything from design, to manufacturing and installation for exceptional multi-family new developments and property upgrades. With over 200,000 successful installations to date, Regent is now known for our remarkable service, and our amazingly stylish and durable products. Regent Cabinets is looking for a highly motivated and experienced Sales Project Coordinator to join the Team in our Lakewood, NJ office. This valuable team member will play a crucial role in supporting the sales team and ensuring the smooth execution of various sales projects. Willing to train industry specifics for candidates who have experience outside of the cabinet / manufacturing space. Regent Cabinet Solutions provides rewarding careers, with opportunities to grow professionally, become your best. And make a real impact on our business and that of our customers. If you are interested in learning more about a career with Regent Cabinets as a Sales Project Coordinator, please apply today! Sales Project Coordinator Duties/Responsibilities: · Project Prequalification’s. · File Daily Project Emails to Server. · Monitor Outstanding Bids/Estimates. · Schedules of Values. · Original SOV's Customer & Accounting. · Change Order SOV's to Accounting. · Construction Schedule. · Shop Review monitoring. · Selection Sheets. · Closeout Documentation (warranty, care sheet etc…) · Assist with data entry and document management. Required Skills/Abilities: · Excellent verbal and written communication skills. · Proficient in Microsoft Office Suite or related software as well as other accounting software programs. · Ability to operate related office equipment, such as computers, and copier. · Ability to work independently and in a fast-paced environment. · Ability to anticipate work needs and interact professionally with customers. · Excellent organizational skills and attention to detail. Education · Associate or bachelor’s degree preferred. · Two years of related experience preferred. Benefits: • Medical/Dental/Vision/Life insurance/401K with 4% employer match offered. We are not working with search firms or recruitment agencies on these roles.

Job DescriptionDescription: Holman Frenia Allison, PC, Certified Public Accountants and Consultants (HFA), is headquartered in Central New Jersey. The firm services a diverse client base within the tri-state area providing highly personalized and comprehensive accounting, audit, tax and business consulting services. We are looking for a Audit Staff Accountant to work in our Lakewood, NJ office. This position will work for our Audit department. In this role you will: • Reconcile client records to trial balance, which may include analytical procedures, and performs schedule, • computations of prepaid, accruals, property, equipment, and calculates depreciation expense., • Complete testing on Internal Controls, Single Audit and other various funds., • Confirm cash, legal, insurance, revenue, etc. accounts., • Use the firm’s software programs to automate the process from trial balance and financial statements., • Perform other accounting, auditing, tax, and consulting duties as needed in engagements.Requirements: Applicants must possess the following: • Bachelor’s Degree in Accounting, Finance, Business or related field., • CPA within 3 years of date of hire., • Prior internship with Public Accounting Firm preferred, • Knowledge of general accounting principles., • Proficient in use of computers., • Proficient in Microsoft Excel and Word., • Ability to communicate clearly and concisely., • Reliable transportation to and from client locations. We offer an excellent benefits package, including... • Medical, Dental and Vision Plans, • Health Savings Account with Employer Contribution, • Safe Harbor 401(k) Plan, • Commission Policy, • Firm Provided Life Insurance, • Continuing Professional Education, • Tuition Reimbursement, • Professional Dues Reimbursement, • Mentoring Program, • Vacation Time, • Paid Holidays, • Summer Fridays HFA provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.

Job Description About the Firm We are representing a leading financial services firm transforming how America's middle class experiences financial security. The firm provides personalized financial planning, tax, and estate solutions under one roof, with a mission to simplify financial security and remove uncertainty for their clients. Their integrated model is built around converting tax relationships into comprehensive wealth management, and they are on an intentional path to scale significantly over the next several years. About the Role Our client is seeking a Director of Financial Advisors & Operations to own the full operational infrastructure of their RIA and serve as the right hand to senior firm leadership. This is a builder role. The firm currently manages roughly $700M in AUM with a clear goal of reaching $3B and beyond, and they need someone who has lived through that kind of growth and knows what it takes to get there operationally. This is not a pure back-office role. Half the job is building scalable systems, workflows, and controls. The other half is coaching advisors, supporting sales pipeline, and ensuring the Servicing FA team has everything they need to perform. The right person has been in the trenches as an advisor or alongside them, understands the integrated tax-to-wealth model, and is ready to step into an executive-level operations leadership role. Key Responsibilities Operations & Infrastructure Own all RIA back-office operations including new account opening, ACATs, money movement, beneficiary updates, billing, reconciliation, and performance reporting Build and maintain scalable SOPs and operational controls that support firm growth and integration efforts Custodial Management Serve as the primary liaison with Charles Schwab, overseeing Schwab Advisor Center workflows, resolving escalated custodial issues, and staying current on platform and regulatory updates Trading & Portfolio Operations Manage daily trade execution, model rebalancing, block trades, and cash monitoring including contributions, withdrawals, and RMDs Ensure all trading activity aligns with firm and Schwab compliance requirements Advisor Support & Sales Pipeline Act as the operational escalation point for Servicing Financial Advisors Partner with the CRO on sales pipeline oversight Troubleshoot complex member issues and train advisors on systems, workflows, and Schwab processes Compliance & Risk Working alongside the CCO, ensure operational alignment with SEC and state requirements Support audits, exams, and documentation retention Strengthen controls across money movement, trading, cybersecurity, and data integrity Technology & Systems Oversee the full advisory tech stack including CRM, portfolio accounting, billing, trading platforms, and member portals Manage vendor integrations across platforms such as Schwab, Orion, Black Diamond, Envestnet, and Salesforce Drive automation and workflow efficiency improvements Team Leadership Lead, mentor, and develop the operations team Manage workload allocation, cross-training, and staffing to support consistent execution and business growth Requirements 7+ years of RIA or wealth management operations experience, including direct involvement in launching, building, or scaling an RIA Hands-on experience with Charles Schwab Advisor Center and custodial operations Track record designing and scaling operational systems and workflows in a growing organization Experience managing advisor teams or operational staff Strong grasp of trading workflows, advisory billing, portfolio operations, and reconciliation Background as a financial advisor or in close partnership with advisors strongly preferred Familiarity with tax-integrated wealth management models a significant plus Series 65/66 or CFP preferred; Bachelor's degree required Must be able to work in-office in Wall Township, NJ in a hybrid capacity Benefits Competitive base salary commensurate with experience with bonus opportunities Benefits package available, details to be discussed during the process

Job Description Audit Senior - Government We are a growing public accounting firm seeking an experienced Audit Senior to join our team. This role involves leading audit engagements, supervising staff, and building strong client relationships. Details: • Bachelor’s Degree in Accounting, Finance, Business or related field., • CPA eligible required. CPA preferred., • 2+ years experience of running audit engagements. Not-for-Profit and Governmental entities preferred., • Knowledge of general accounting principles, • Experience with Prosystem fx Engagement preferred., • Perform other accounting, auditing, tax, and consulting duties as needed in engagements., • Audit experience in industries including government, non-profit, construction, and/or benefit plans is preferred., • Reliable transportation to and from client location is required. We are an equal opportunity employer. All terms and conditions of employment, including, but not limited to, recruitment, placement, title, promotion, compensation, benefits, transfers, training, education, research, administration and programming, will be administered without regard to race, color, religion, sex, age, sexual orientation, national origin or ancestry, handicap, or status as a disabled veteran.

Job DescriptionDescription: Pease Bell is a fast-growing, mid-sized public accounting firm with more than 170 professionals and a national client base. With offices in Cleveland, Fairlawn, Florida, and Lakewood, NJ, we are proud to support businesses across a wide range of sectors, including a strong focus within our Healthcare department. Consistently named a NorthCoast 99 Top Workplace for 16 years, Pease Bell offers the opportunity to do meaningful work in an environment that supports balance, professional growth, and team collaboration. About the Role We’re looking for a skilled and motivated Tax Advisory Services Manager to join our Healthcare department in Lakewood, New Jersey. This individual will lead client engagements and tax teams while providing high-level tax planning, compliance, and consulting services to organizations in skilled nursing, rehabilitation, and long-term care facilities. This is a high-impact role where you’ll work directly with business leaders and play a critical part in shaping strategic tax outcomes for a diverse and growing client base. The salary range for this role is $125-200K commensurate with experience and qualifications. Requirements: Responsibilities: • Manage and review complex federal, state, and local income tax returns for flow-through entities, corporations, trusts, and individuals, • Identify tax issues and present planning opportunities that deliver measurable value, • Build strong relationships with clients in healthcare industries by providing proactive, solutions-oriented tax guidance, • Lead and mentor a team of staff and seniors while fostering their development and technical expertise, • Oversee multiple engagements and maintain high-quality service standards across the board, • Collaborate with other departments and firm leadership to deliver seamless, comprehensive client service Qualifications: • Bachelor’s degree in Accounting, • CPA designation required, • Minimum of 5 years of experience in public accounting, with demonstrated tax leadership, • Experience working with clients in manufacturing, distribution, or related sectors is a strong plus, • Ability to manage teams and projects while maintaining strong client relationships, • Excellent communication, organizational, and technical skills Why Join Pease Bell CPAs? • Committed to work-life balance with reasonable busy season hours, • Convenient office location in Lakewood, NJ, • A clear path to advancement with access to firm leadership and opportunities for growth, • Supportive team environment that values mentorship, collaboration, and innovation, • Recognition as a Top Workplace by NorthCoast 99 for 16 years and counting At Pease Bell, your ideas matter, your time is respected, and your career can thrive. We’re looking for professionals ready to lead with insight and integrity. If that sounds like you, let’s connect. Please contact Marne Friedman at mfriedman@peasebell.com for more information. Direct applicants only.

Job Description Rust Belt Resources has partnered with a fast-growing, mid-sized regional public accounting firm with over 170 professionals and a expanding national client base. With established offices across the Midwest, Mid-Atlantic, and Southeast, the firm combines the resources and technical sophistication of a national practice with a flexible, people-first workplace culture. We are seeking experienced Managers and Directors to join the firm's Healthcare Tax practice, specializing in skilled nursing facility (SNF) clients. This position offers hybrid flexibility based out of offices in Lakewood, NJ (4 days in office). In this high-impact position, you will lead complex client engagements and tax teams, providing strategic tax planning, compliance, and advisory services to clients in skilled nursing facilities and their ancillary entities. You will work directly with executive client leadership to shape strategic tax outcomes for a growing healthcare portfolio. Responsibilities Client & Engagement Leadership: Manage and review complex federal, state, and local income tax returns for partnerships, pass-through entities, corporations, trusts, and high-net-worth individuals within the healthcare space. Strategic Planning & Advisory: Proactively identify tax efficiency opportunities, structure transactions, and present strategic planning solutions that deliver measurable value. Team Development & Mentorship: Lead, manage, and mentor staff and senior tax professionals, fostering technical development, engagement efficiency, and career progression. Practice & Workflow Management: Oversee multiple client engagements simultaneously, maintaining high-quality service standards, engagement economics, and timeline execution. Client Relationship Management: Serve as a primary point of contact for business leaders and finance teams, providing proactive, solutions-oriented guidance year-round. Cross-Functional Collaboration: Partner with firm leadership and cross-functional teams (including healthcare assurance and advisory) to deliver seamless client service. Requirements Qualifications Bachelor’s degree in Accounting or Finance; Master’s in Taxation (MST) or equivalent advanced degree preferred. Active CPA certification required for Manager. 5+ years of progressive public accounting tax experience with demonstrated engagement management experience. Strong background in healthcare tax (skilled nursing, long-term care, or senior living) strongly preferred; experience with middle-market flow-through entities (partnerships/LLCs) required. Proven track record of team leadership, engagement economics management, and client relationship building. Exceptional communication, strategic thinking, and executive presence Benefits Competitive Compensation: Top-tier base salary range with performance bonus potential. Balanced Environment: Genuine commitment to manageable busy season hours and reasonable workload distribution. Clear Career Pathway: Direct exposure to executive leadership with structured pathways to partner track and equity opportunities. Award-Winning Culture: Consistently recognized regional top employer with an emphasis on career development, mentorship, and retention.

Job Description Audit Manager As an Audit Manager, you will be responsible for leading and managing audit engagements for our diverse client base. You will oversee a team of audit professionals, ensuring the delivery of accurate, timely, and high-quality audit services. The Audit Manager will play a pivotal role in building and maintaining client relationships, ensuring compliance with regulatory requirements, and fostering a collaborative and productive work environment within the audit team. In this role you will: • Collaborate to define audit strategy and objectives in consultation with senior manager/partner., • Manage multiple audit engagements and competing priorities., • Monitor team’s process against plan and alter when necessary., • Maintain active communication with clients to manage expectations, ensure satisfaction, and lead change efforts effectively., • Develop high-performing people and teams., • Conduct timely performance reviews and provide performance feedback or onsite training., • Cultivate and manage business development opportunities. We offer an excellent benefits package, including... • Medical, Dental and Vision Plans, • Health Savings Account with Employer Contribution, • Safe Harbor 401(k) Plan, • Commission Policy, • Firm Provided Life Insurance, • Continuing Professional Education, • Tuition Reimbursement, • Professional Dues Reimbursement, • Mentoring Program, • Vacation Time, • Paid Holidays, • Summer Fridays Requirements • Bachelor’s degree in Accounting, Finance, Business or related field., • CPA certification required., • 5-8 years of progressive public accounting audit and/or assurance experience., • Experience with not-for-profit clients and/or employee benefit plans., • Advanced knowledge of CCH ProSystem Engagement., • Reliable transportation to and from client locations., • Strong analytical and reasoning abilities, excellent communication skills. Spartan Placements is an equal opportunity employer. All terms and conditions of employment, including, but not limited to, recruitment, placement, title, promotion, compensation, benefits, transfers, training, education, research, administration and programming, will be administered without regard to race, color, religion, sex, age, sexual orientation, national origin or ancestry, handicap, or status as a disabled veteran.

Job DescriptionDescription: Holman Frenia Allison, PC, Certified Public Accountants and Consultants (HFA), is headquartered in Central New Jersey. The firm services a diverse client base within the tri-state area providing highly personalized and comprehensive accounting, audit, tax and business consulting services. We are a mid-sized public accounting firm (70+ employees) seeking a Senior Audit Accountant who wants the opportunity to expand skills, assume direct responsibility for client matters and be an integral team member at our growing CPA firm. In this position, you will take a lead role on all aspects of audit engagements, from planning to completion, to include supervision/mentoring of staff and building/maintaining relationships with clients. Candidates will have the opportunity for long-term growth and bonus compensation based on their contributions and combination of individual & team efforts. In this role you will: • Contribute to the client service team by producing quality work, quick turnaround, and attentive service. • Perform services within budgeted time by utilizing technical, time management, and organizational skills., • Draft various schedules, notes, opinions and comments for the audit report., • Monitor staff performance on jobs., • Perform/Oversee the reconciliation of client records to trial balance, which may include analytical procedures, and performs schedule computations of prepaid, accruals, property, equipment, and calculates depreciation expense., • Make scheduling adjustments as needed., • Use the firm’s software programs to automate the process from trial balance and financial statements., • Perform other accounting, auditing, tax, and consulting duties as needed in engagements. Requirements: Applicants must possess the following: • Bachelor’s Degree in Accounting, Finance, Business or related field., • CPA eligible required. CPA preferred., • Minimum two (2) years’ experience of running audit engagements., • Knowledge of general accounting principles, • Proficient in Microsoft Excel and Word, • Ability to communicate clearly and concisely., • Experience with Prosystem fx Engagement preferred., • Audit experience in industries including government, non-profit, construction, and/or benefit plans is preferred., • Reliable transportation to and from client location is required.

Job Description Tax Advisory Services Manager Lakewood, NJ Responsibilities • Review complex federal, state, and local tax returns for entities and individuals, • Identify tax issues and planning opportunities for clients, • Provide strategic tax guidance to healthcare organizations, • Lead and mentor tax staff and senior team members, • Manage multiple client engagements while maintaining quality standards, • Partner with leadership and internal teams to deliver strong client service Qualifications • Bachelor’s degree in Accounting, • CPA required, • 5+ years of public accounting tax experience, • Prior leadership or management experience preferred, • Experience serving healthcare clients is a plus, • Strong communication, organization, and client management skills Spartan Placements is an equal opportunity employer. All terms and conditions of employment, including, but not limited to, recruitment, placement, title, promotion, compensation, benefits, transfers, training, education, research, administration and programming, will be administered without regard to race, color, religion, sex, age, sexual orientation, national origin or ancestry, handicap, or status as a disabled veteran

Job Title: Controller Department: Accounting and Finance Role Overview The Controller will serve as a strategic partner to the CFO, overseeing the modernization, optimization, and execution of the company’s accounting operations and financial frameworks. This role bridges technical accounting excellence with strategic financial leadership to maximize real estate portfolio value and financial operations. Core Responsibilities Financial Reporting, Compliance & Analysis • Direct month-end, quarter-end, and year-end close processes., • Prepare financial packages for lenders and stakeholders to ensure loan and covenant compliance., • Prepare detailed cash flow projections, income statements, and balance sheets for the corporate entity, investment funds, and individual properties., • Analyze budget-to-actual variances and provide actionable explanations to executive management and ownership., • Track and allocate all revenues/expenses into proper accounts for multi-entity consolidations. Strategic CFO Partnership • Act as the CFO’s primary deputy on corporate financial strategy., • Translate complex financial data into actionable portfolio growth insights., • Collaborate with executive leadership on capital allocation and investment decisions. Financial Oversight & Modernization • Modernize traditional accounting workflows and asset-level reporting procedures., • Help lead the transition toward advanced, data-driven real estate ERP systems., • Enforce robust internal controls across all corporate and property entities to reduce financial risk. Team Leadership & Development • Lead and mentor accounting teams., • Foster a culture of continuous process improvement and accountability., • Establish clear performance metrics aligned with company milestones. Qualifications & Requirements • Education: Bachelor's degree in Accounting, Finance, or Business Administration., • Certifications: CPA (Certified Public Accountant) is highly preferred., • Experience: 5+ years of accounting experience required. 2 years' experience in an in-house role (real estate industry is a plus), • Technical Skills: Advanced proficiency in Excel required. Experience in property management software (e.g. Yardi) is a plus. *Not accepting agency candidates or phone calls at this time.

Starting Salary: $72K Annually. (negotiable dependent upon experience) This is an in-office role located in Lakewood, New Jersey. Requirements Credit Analyst II • Minimum of 3 years experience in commercial underwriting (with a focus on commercial real estate) OR a minimum of 5 years banking experience (or related commercial real estate finance experience), • Bachelor degree in Accounting, Finance, or related field of study, • Specialized bank lending education/training preferred (but not required), • Intermediate commercial real estate underwriting skills and experience, SBA experience preferred, • Proficient in:, • English (reading, writing, grammar, and mathematics), • Interpersonal relations and communication, • Organizational skills, • PC skills, including Microsoft Office, and ability to learn specific financial software, • Ability to manage a moderate workload on a consistent basis with limited oversight, • Attention to detail, • Ability to work under strict time requirements or under tight timeframes, • Developed financial analysis skills, • Thorough knowledge of current related obligations We offer the following excellent benefits to our Full-Time employees: • Medical benefits, • Dental benefits, • Vision benefits, • Life insurance (employer paid), • 401(k) matching, • PTO (Paid Time Off), • Paid Federal Bank holidays, • LTD insurance (employer paid), • Flexible spending account, • Health savings account (employer contribution), • LifeMart (employee discount programs) Responsibilities: • Receives application and related financial data on prospective and active borrowing accounts, e.g., tax returns, financial statements, credit reports, and lender interview and investigation sheets., • Analyzes data and evaluates the short- and long-run prospects of the individual or business; determines the degree of risk involved in extending credit or lending money; assists in determining the likelihood that the borrower will be able to meet their financial obligations on an on-going basis., • Ensures that all credit analysis activities are conducted in accordance with prescribed lending policy., • Prepares necessary cash flow analysis to evaluate the ability of the individual and/or borrower to service the requested debt., • Generates financial ratios to evaluate customers financial status., • Provides thorough documentation of all financial analysis work, including ratios and other related information; provides a complete analysis suitable for presentation to appropriate approving authority; prepares related reports., • May make recommendations to appropriate personnel on the granting or denying of loans; prepares sufficient information to document recommendations to approve, decline or counteroffer an application., • Evaluates customer records and recommends repayment options based on cash flow, earnings, savings data, payment history, and purchase activity., • Reviews individual and commercial customer files to identify and select delinquent accounts for evaluation and action., • Compares liquidity, profitability, and credit histories of establishments being evaluated with those of similar establishments in the same industries and geographic locations., • Evaluates data and information contained in various third party reports and documents, such as appraisals, environmental reports and lease agreements., • Prepares written compilation of their analysis in the prescribed format for review and presentation., • Confers with credit association and other business representatives to exchange credit information., • Consults with customers to verify financial and credit transactions., • Ability to manage and process multiple credit requests of varying degrees of complexity on an on-going basis., • Review, update and evaluate existing loan customer relationships and credit files to determine continued creditworthiness and ability to meet the their financial obligations; prepare written recommendation with sufficient support to document the credit file or recommend for a risk rating adjustment., • Assembles, maintains and reviews credit files to ensure all necessary information is in the file and the file contains all the appropriate information and documentation. First Commerce is dedicated to providing people, businesses, and communities in our markets with high quality products and services with superior customer service. We provide products and services through secure, user-friendly technology and customer friendly locations. Our relationships are founded in our desire to be responsive to the financial needs of our customers in an atmosphere of personal attention, professionalism, trust, integrity and fairness. First Commerce prides itself on maintaining personal communications beginning with the Board of Directors. First Commerce Bank is an Equal Opportunity Employer. All qualified applicants receive consideration for employment without regard to race, color, religion, sex, age, disability, protected veteran status, national origin, sexual orientation, gender identity of expression, genetic information or any other characteristic protected by applicable law. Compensation details: 72000-72000 Yearly Salary PI2b0d029df213-26289-41543667

Job Description Finance Representative Reports To: Staff Accountant / Accounting Supervisor Department: Finance & Accounting Position Overview We are seeking a motivated and detail-oriented Finance Representative who is currently pursuing a degree in Accounting. This entry-level position is designed for someone who wants to gain practical, hands-on experience while completing their education. The Finance Representative will support the accounting team with day-to-day financial and administrative responsibilities and work closely with Staff Accountants and Accounting Supervisors. This is an excellent opportunity for an accounting student to apply classroom knowledge in a professional environment and develop a strong foundation in accounting and finance. Key Responsibilities Assist Staff Accountants with daily accounting and financial activities. Assist with accounts payable, accounts receivable, and other financial transactions. Enter and maintain financial information in accounting systems. Assist with monthly accounting close activities and checklists. Collect, organize, and maintain invoices, receipts, and supporting financial documentation. Assist with account reconciliations and research discrepancies. Prepare financial reports, schedules, and supporting documentation. Assist with reviewing revenue, expenses, and other financial activity. Provide financial information and documentation to internal teams as requested. Follow up on missing or outstanding financial information. Assist with audits, financial reviews, budgeting, and special projects. Communicate discrepancies, questions, or potential delays to the Staff Accountant or Accounting Supervisor. Follow established accounting policies, procedures, and internal controls. Learn and utilize accounting systems, Excel, and other financial technology. Perform other duties as assigned. Qualifications Currently pursuing a Bachelor's degree in Accounting. Accounting coursework completed or in progress. Basic understanding of accounting principles and financial statements. Basic proficiency with Microsoft Office, particularly Excel. Strong attention to detail and accuracy. Ability to prioritize tasks and meet deadlines. Strong organizational and communication skills. Ability to learn new systems, software, and processes quickly. Ability to work independently while also functioning effectively as part of a team. Previous office, accounting, finance, or internship experience is a plus but not required. Ideal Candidate The ideal candidate is an accounting student who is eager to learn, dependable, organized, and interested in building a long-term career in accounting and finance. The position provides an opportunity to gain meaningful accounting experience while continuing to pursue a degree. Working Conditions This position is primarily office-based and involves regular computer work and interaction with accounting staff, management, and clients. The role requires strong attention to detail and the ability to manage multiple responsibilities in a professional environment. Career Development This position is intended to provide accounting students with practical experience and exposure to a broad range of financial functions. As the employee progresses through their degree and develops their accounting skills, there will be opportunities to take on additional responsibilities and potentially advance into a Staff Accountant or other finance-related position.

Be the First to Apply Essential Functions and Primary Duties • Achieve annual new revenue objectives through consultative sales to new clients and expansion of service lines to existing clients, • Develop a Personal Development Plan annually outlining personal and professional goals for upcoming year, • Build an active pipeline of qualified prospects, generating leads from personal contacts, external centers of influence, client referrals, CBIZ associates, and CBIZ marketing sources, • Document activity, notes, and prospect data in appropriate CBIZ systems, • Develop and present recommendations to clients based upon consultative selling approach, • Appropriately close for new business, documenting won and lost opportunities and reasons, • Seamlessly transition sold clients to designated client service team, • Serve as client's valued advisor; building a strategic and personal relationship with key client decision makers, • As appropriate, work with client service team to serve client and retain business, • Communicate with leadership, providing field input on market trends, competitor analysis, and other business intelligence, • Identify, initiate, and support cross serving leads to other CBIZ business developers, • Responsible for meeting annual sales goals if applicable to position, • Additional responsibilities as assigned, • Bachelor's Degree, • Superior command of verbal, written, presentation, and negotiation skills, • Proficient use of applicable technology, • Must be able to travel based on client and business needs, • High School Diploma or GED equivalent, • Some relevant industry experience, • Must obtain required licenses/credentials, • Superior command of verbal, written, presentation, and negotiation skills, • Proficient use of applicable technology, • Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally, • Must be able to travel based on client and business needs CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast. CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers. Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.

Are you eager to help shape the future of mobility and contribute to sustainability? Then Vossloh is the right place for you. Join our team and be part of innovative solutions that drive positive change in the transportation industry. Vossloh Group is a leading global rail technology company dedicated to enabling safe, sustainable, and efficient transportation. With a presence in nearly 30 countries and 40 production locations, we make a significant impact on the mobility of people and the movement of goods. Our North America shared services team is seeking a skilled Senior Tax Accountant to manage our tax operations across the United States, Canada, and Mexico, with potential for broader international exposure. As our operations grow more complex, we need a senior tax professional with a strategic mindset and expertise in multi-jurisdictional tax compliance. In this role, you will oversee complex tax operations across North America, leveraging SAP ERP systems to enhance accuracy and efficiency in tax compliance and reporting. You'll be a key player in ensuring our compliance with local, federal, and international tax regulations. This position requires a tax expert with strong business acumen who can navigate multiple jurisdictions while fostering continuous improvement in tax processes. Key Responsibilities • Manage end-to-end tax compliance for multiple jurisdictions including U.S. Sales and Use Tax, Canadian GST/HST/PST, and Mexican VAT (IVA)., • Oversee monthly, quarterly, and annual tax filings and ensure adherence to all deadlines., • Lead indirect tax compliance and corporate income tax processes across the U.S., Canada, and Mexico. Corporate Income Tax & Provision • Prepare and review U.S. federal and state income tax returns., • Calculate and manage deferred tax assets and liabilities., • Maintain accurate tax provision processes and analyze effective tax rate reconciliations. Policy Development & Compliance • Develop and implement tax policies aligned with Vossloh's corporate standards., • Create and maintain Standard Operating Procedures (SOPs) for tax processes., • Train team members on tax compliance policies and best practices., • Collaborate with German Tax team for policy compliance reviews. General Accounting & Financial Control • Manage monthly tax account reconciliation, invoicing and intercompany reconciliations., • Oversee tax-related journal entries and ensure accuracy in tax balance sheet accounts., • Collaborate with auditors to ensure tax compliance during annual financial statement audits. Process Improvement & Technology Integration • Utilize SAP ERP to streamline tax-related transactions and reporting., • Maintain and optimize tax determination rules in compliance with IFRS., • Identify opportunities for automation and process enhancements in tax functions. Cross-functional Collaboration • Partner with internal teams across Finance, Accounting, and IT to support tax-related system updates., • Work closely with external tax consultants on complex tax issues and audits and serve as the primary point of contact for tax audits. Qualifications • Bachelor's degree in Accounting, Finance, or related field required., • CPA or an advanced degree in taxation preferred., • Minimum of 4+ years of experience in tax accounting with exposure to multi-jurisdictional tax compliance., • Strong working knowledge of U.S., Canadian, and Mexican tax regulations preferred., • Proven track record of success managing deferred tax assets and deferred tax liabilities. Physical Requirements • Position may require occasional travel, • Standard office environment requirements, • Ability to work extended hours during peak tax seasons Our company is proud to be an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristic protected by applicable law. As an affirmative action employer, we actively seek to build a workforce that reflects the diversity of our community. We are dedicated to providing equal employment opportunities and fostering a workplace where all employees can thrive and grow. We encourage applications from underrepresented groups and veterans. Your contact person Laster, Kristin

As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client servicesno prior tax experience required. With training and support from day one, you'll work directly with clients to gather information, prepare tax returns, and answer questions while building valuable skills and strong client relationships. You'll earn a competitive hourly rate, with opportunities to increase your earnings as you build tax knowledge and grow in the role. This role is in-person at a local H&R Block tax office. • Meet with clients to gather information and understand their tax situation, • Prepare complete and accurate tax returns with training and support from experienced teammates, • Explain tax information clearly and provide recommendations in a way clients can easily understand, • Identify tax savings opportunities and recommend relevant products and services, • Apply problem-solving skills to analyze client information and address questions or unique situations with guidance and available resources, • Build strong client relationships and support office priorities through teamwork, collaboration, and a client-first approach, • Successful completion of the H&R Block Income Tax Course 1, • Experience interacting with customers or clients in a service-oriented environment, • Strong communication skills, including explaining information clearly and asking questions to understand needs, • Problem-solving skills, including organizing information and identifying solutions, • Comfort using digital tools and systems included AI based tools like Copilot and ChatGPT, • High school diploma / GED/ equivalent, • Bachelor's degree in accounting, finance, or a related field, • Experience in a client-facing or consultative role, such as financial advising, insurance, retail sales, or professional services, • Experience asking questions and recommending solutions based on customer needs, • Ability to work 1535 hours per week, with availability up to 40 hours during peak periods, • Availability to work evenings and weekends during tax season At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we've led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation. That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work. 1 - Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment. The pay range for this position is listed below. Local minimum wage laws apply. This information is posted pursuant to local requirements to provide applicants with information about what they might be eligible to receive. Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed. Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan. Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage; can participate in the H&R Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident Insurance; and receive Associate Tax Prep benefit. $15.90 - $19.70/Hr. Newby-28841-TOMS RIVER NJ

Our client is seeking an Audit Services Manager to join their Lakewood, NJ team. Recognized as a top workplace for 15 years, they offer a collaborative environment focused on professional growth and work-life balance, serving clients across diverse industries. • Manage and oversee audit, review, and compilation engagements for privately held companies., • Lead and mentor staff and senior accountants, fostering technical expertise and professional development., • Perform and review agreed-upon procedures and lead special projects, such as due diligence and acquisitions., • Evaluate internal controls, identifying risks and recommending improvements to accounting processes., • Ensure GAAP-compliant financial statements and high-quality service delivery., • Build and maintain strong client relationships through proactive communication and exceptional service., • Travel to client sites as needed for fieldwork and client engagement., • Bachelor's degree in Accounting or Finance., • CPA certification (required)., • Minimum of 57 years of public accounting audit experience, with at least 2 years in a supervisory role., • Strong technical knowledge of GAAP, GAAS, and assurance standards., • Long-term care/skilled nursing audit experience is a plus but not required., • Excellent leadership, communication, and project management skills., • Proficiency in standard office applications (e.g., Microsoft Office) and audit software., • New Jersey residency required.

As a seasonal Experienced Tax Professional at H&R Block, you are a trusted advisor who helps clients navigate complex tax situations with confidence. You'll use your expertise to prepare accurate returns, uncover savings opportunities, and build lasting client relationships backed by industry-leading training and technology, a competitive hourly rate, and an incentive plan that rewards your impact as you build your tax expertise and serve clients. Whether you're looking for meaningful seasonal work or a path to grow in tax and financial services, this is the place. This role is in-person at a local H&R Block tax office. Responsibilities include: • Prepare complete, accurate tax returns for clients with diverse and complex tax situations, including individual and business returns, • Conduct in-depth client interviews to understand financial situations, life changes, and tax implications then provide clear, personalized recommendations, • Build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and relevant H&R Block products, • Provide IRS support, tax notice assistance, and audit guidance to clients as needed., • Collaborate with team members, share knowledge, and contribute to a positive, client-focused office environment Required qualifications: • Successful completion of the H&R Block Tax Knowledge Assessment 1, • Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns, • Experience working in a client facing, consultative, or advisory role, • Strong verbal and written communication skills, including the ability to explain tax concepts in client-friendly language, • Must complete continuing education and meet all other IRS and applicable state requirements, • High school diploma / GED / equivalent required Preferred qualifications: • Bachelor's degree in accounting, finance or a related field, • 5+ years of experience in tax preparation, accounting, finance, bookkeeping, • CPA or Enrolled Agent (EA), or other IRS Circular 230 credential, • Experience completing complex returns, tax planning, audit support, or tax notice resolution, • Familiarity with GoSystem or Ultratax software, • Familiarity with AI-powered tools (e.g., Microsoft Copilot, ChatGPT), • Experience in a consultative or advisory client relationship role (financial advising, insurance, or professional services) Why work for us: At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we've led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation. That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work. 1 - Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment. Pay range: $15.92 - $80.00/Hr.

Bachelors degree in accounting, Finance, Business, or related field required with a concentration in accounting. Specialized bank finance/accounting education/training. Good understanding of accounting and GAAP.

As a year-round Block Advisor Tax Advisor, you are a trusted advisor who helps clients navigate complex tax and business services situations with confidence. You'll use your expertise to prepare accurate returns, uncover savings opportunities, and build lasting client relationships backed by industry-leading training and technology, a competitive hourly rate, and an incentive plan that rewards your impact as you build your tax expertise and serve clients. This role is in-person at a local Block Advisors office. Responsibilities include: • Prepare complete, accurate tax returns for clients with diverse and complex tax situations, including individual and business returns, • Conduct in-depth client interviews to understand financial situations, life changes, and tax implications then provide clear, personalized recommendations, • Build trusted, year-round client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and relevant Block Advisors products and services, • Provide IRS support, tax notice assistance, and audit guidance to clients as needed, • Collaborate with team members, share knowledge, and contribute to a positive, client-focused office environment Required qualifications include: • Successful completion of the H&R Block Tax Knowledge Assessment, • 5+ years of experience in tax preparation, accounting, finance, or bookkeeping, • Experience preparing complex individual returns and business returns, including tax planning, audit support, and tax notice resolution, • Experience working in a client-facing, consultative, or advisory role, • Strong verbal and written communication skills, including the ability to explain tax concepts in client-friendly language, • Must complete continuing education and meet all other IRS and applicable state requirements, • High school diploma / GED / equivalent Preferred qualifications include: • Bachelor's degree in accounting, finance, or a related field, • CPA or Enrolled Agent (EA), or other IRS Circular 230 credentials, • Familiarity with GoSystem or Ultratax software, • Familiarity with AI-powered tools (e.g., Microsoft Copilot, ChatGPT), • Experience in a consultative or advisory client relationship role (financial advising, insurance, or professional services) Why work for us: At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we've led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation. That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work. • Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment. Pay range information: The pay range for this position is listed below. Local minimum wage laws apply. This information is posted pursuant to local requirements to provide applicants with information about what they might be eligible to receive. Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed. Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan. Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage; can participate in the H&R Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident Insurance; and receive Associate Tax Prep benefit. Pay Range: $15.92 - $80.00/Hr.

Job DescriptionDescription: We are seeking a highly organized and detail-oriented Assistant Tax Coordinator to join our Tax Department. This role supports the firm’s tax professionals throughout the entire tax preparation cycle from initial client document intake to final delivery and e-filing of returns. The ideal candidate thrives in a fast-paced environment, communicates clearly and professionally, and manages multiple priorities with accuracy and efficiency. This position plays a critical role in ensuring a positive client experience and smooth departmental operations. Key Responsibilities Tax Processing & Workflow Support • Provide administrative and workflow support during all phases of the tax cycle (organizer distribution, intake, processing, billing, and delivery)., • Receive, sort, organize, scan, and upload client tax documents into the firm’s tax software and network drives., • Track receipt, progress, and status of tax returns and workpapers using firm workflow systems., • Prepare, assemble, and deliver completed tax returns electronically or in print., • Prepare, track, and process e-file authorizations; monitor and document IRS/state acceptance reports., • Maintain and update client information, engagement lists, and internal databases., • Provide support with client billing and WIP cleanup as needed. Client Service & Communication • Serve as a first point of contact for client inquiries related to document submission, return status, scheduling, and general questions., • Prepare and send professional client correspondence, document requests, and engagement communications., • Coordinate with preparers, managers, and partners to ensure timely delivery of information and returns., • Provide exceptional service by ensuring accuracy, responsiveness, and clear communication. Administrative Support • Answer, route, and announce incoming calls, messages, and correspondence promptly and professionally., • Assist with scheduling meetings and tracking deadlines for the tax team., • Handle scanning, copying, binding, and other general administrative duties to support daily operations., • Support client billing, project tracking, workflow updates, and administrative reporting., • Maintain confidentiality standards and ensure compliance with firm procedures for file maintenance and record retention.Requirements:, • Education: Associate’s degree in Business, Accounting, or related field required; relevant experience may be considered in lieu of formal education., • Experience: Minimum of 2 years of administrative experience; experience in a public accounting or tax processing environment strongly preferred., • Availability: Ability to work additional hours and Saturdays during “Tax Season” required; willingness to cover other office locations if needed., • Technical Skills:, • Proficiency in Microsoft Office Suite (Outlook, Excel, Word)., • Ability to operate office equipment including scanners, copiers, fax machines, and binding machines., • Experience with tax software or workflow management tools is a plus., • Communication: Strong verbal and written communication skills; professional client service demeanor., • Other Skills: Exceptional time management, accuracy, attention to detail, multitasking ability, and a proactive approach to supporting both clients and professional staff.

Job Description Overview The Lead Billing Specialist is responsible for overseeing daily billing operations, ensuring accurate invoicing, customer account management, accounts receivable support, and team productivity across the Mazza Recycling family of companies. This role serves as the lead resource for billing-related questions, account escalations, process improvements, and training, while providing guidance to a small team of Billing Specialists. The position reports directly to the Revenue Manager. Essential Functions • Lead and support a team of Billing Specialists to ensure timely and accurate billing., • Review and approve invoices, pricing, contracts, and account changes in AMCS., • Maintain customer accounts, billing records, sales tax documentation, and contract files., • Monitor accounts receivable aging and assist with collections and account resolution., • Audit scale tickets, work orders, and supporting documentation for billing accuracy., • Coordinate month-end billing activities and invoice generation., • Train, mentor, and cross-train team members while promoting departmental best practices., • Serve as the escalation point for complex billing issues and customer inquiries., • Review customer payments, deposits, reconciliations, and account adjustments., • Ensure compliance with municipal contracts, regulatory requirements, and internal controls., • Analyze billing trends and recommend process improvements to increase efficiency and accuracy., • Generate reports and support special projects for Finance leadership. Qualifications • 3+ years of billing, invoicing, accounts receivable, or revenue cycle experience., • Previous experience leading, training, mentoring, or supervising a small team preferred., • Strong customer service, communication, and problem-solving skills., • Experience with billing software, ERP systems, or AMCS preferred., • Proficient in Microsoft Excel, Outlook, and Office 365., • Strong attention to detail and ability to manage multiple priorities., • Waste management, transportation, logistics, construction, or industrial services experience preferred., • Associate's or Bachelor's degree in Accounting, Finance, Business Administration, or related field preferred. Why Work for Us? • Family‐friendly company culture., • Annual salary increases available., • Medical, dental, and vision benefits, including 401(k) with up to 4% company match., • Paid time off and sick time., • Access to professional development programs designed to support career advancement within Mazza Recycling., • Commitment to a diverse, inclusive, and nondiscriminatory workplace, with accommodations available for all applicants throughout the hiring process. Mazza Recycling Services and Affiliates celebrate diversity and do not discriminate based on race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law. If you require reasonable accommodation to complete a job application, pre-employment testing, job interview or to otherwise participate in the hiring process, please contact [include name and/or department, telephone, and e-mail address, etc.].

Starting at $110,000 (negotiable contingent upon experience).Education/Training: Bachelor's degree in Business Administration, Finance, or a related field.Skill(s): Proficient in English, reading, writing, and grammar skills; proficient analytical, mathematics skills, and accounting skills; proficie

Manage and supervise accounting team (3-Payroll Manager, Staff Acct and AP/AR). Bachelor's Degree in Finance or Accounting.

Job Description Office Manager – Pool Operations, Accounting & Customer Service We are seeking a highly organized and detail-oriented Office Manager to oversee daily office operations, support pool management activities, handle accounting and administrative functions, and provide exceptional customer service. The ideal candidate is a proactive problem-solver with strong communication, organizational, and bookkeeping skills who can effectively manage multiple priorities in a fast-paced environment. Key Responsibilities Office & Administrative Operations • Manage day-to-day office functions and administrative processes., • Maintain office supplies, equipment, records, and filing systems., • Coordinate schedules, meetings, and communications., • Assist with policy implementation and operational procedures., • Prepare reports, correspondence, and documentation. Pool Operations Administration • Support pool operations, seasonal staffing, and scheduling., • Monitor incident reports and operational documentation., • Assist management with pool opening and closing procedures. Accounting & Financial Administration • Process accounts payable and accounts receivable., • Prepare invoices, deposits, and billing statements., • Reconcile bank accounts and financial records., • Assist with payroll processing and employee records., • Maintain accurate financial reports and spreadsheets., • Support budget tracking and financial audits. Customer Service • Serve as the primary point of contact for customers, employees, and corporate., • Respond to inquiries via phone, email, and in person., • Resolve customer concerns professionally and efficiently., • Maintain positive relationships with clients and stakeholders. Qualifications • Associate's degree or equivalent work experience preferred., • 3+ years of office management, accounting, or administrative experience., • Experience with ADP, NetSuite, Microsoft Office Suite preferred., • Strong bookkeeping and financial record-keeping skills., • Excellent customer service and communication abilities., • Ability to manage multiple projects and deadlines., • Strong organizational skills and attention to detail. Preferred Skills • Experience in service companies like Pool, HVAC, Landscaping, Plumbing, or related Industry operations., • Knowledge of payroll and HR administrative functions., • Accounting experience (AR/AP, reconciliations) is mandatory. Preferred Qualifications • 3 + years of Service Industry office management experience Benefits • 401(k) matching, • Dental insurance, • Health insurance, • Health savings account, • Paid time off, • Retirement plan, • Vision insurance

Job Description CSI Group – Where Our People, Our Purpose, and Our Future Meet About CSI Group CSI Group is a leading financial services firm transforming how America’s middle class experiences financial security. We enrich lives and legacies by providing personalized financial planning, tax, and estate solutions that empower individuals and families to achieve lasting prosperity. Our mission is simple yet powerful: to simplify financial security and remove uncertainty for America’s middle class. Our vision is to become the most trusted financial partner on every main street in America. Through our one-stop approach, we make expert financial guidance accessible and affordable for all—because everyone deserves confidence in their financial future. At CSI Group, we live by our CAPTAG values: Caring, Accountability, Positive Attitude, Team Player, Adaptability, and Growth Mindset. These values aren’t just words, they shape how we work, how we serve, and how we grow together. Join CSI Group and become part of a culture where your impact matters, your growth is supported, and your purpose is shared. Job Overview: The Member Services Representative will be responsible for providing exceptional customer service to members by answering inquiries, resolving issues, and offering assistance related to tax and financial services. You will play a key role in maintaining member satisfaction and ensuring a smooth experience with our services. Key Responsibilities: • Respond promptly to member inquiries via phone, email, and online chat., • Assist members with tax-related questions, including general tax filing, refunds, and deductions., • Provide support for financial services inquiries, such as account management, payments, and financial planning., • Resolve member concerns efficiently, offering accurate information and appropriate solutions., • Educate members on the company’s tax and financial products, services, and resources., • Assist with the setup, updating, and troubleshooting of member accounts., • Track and follow up on member issues to ensure timely resolution., • Collaborate with internal teams, such as tax professionals and financial advisors, to provide accurate and detailed support., • Maintain up-to-date knowledge of tax laws, financial services, and company policies to effectively assist members., • Document member interactions and maintain detailed records in the CRM system., • Participate in ongoing training to improve service delivery and product knowledge., • Travel and overtime availability is required Qualifications: • High school diploma or equivalent; an Associate or Bachelor's degree in finance, accounting, or a related field is a plus., • 1+ years of experience in customer service, preferably in the tax or financial services industry., • Familiarity with tax filing processes, financial accounts, and investment services is preferred., • Strong communication skills, both written and verbal., • Proficiency in using CRM systems, Microsoft Office, and customer service software., • Ability to handle multiple inquiries and work in a fast-paced environment., • Problem-solving skills with attention to detail and accuracy., • Strong customer service orientation with a focus on resolving issues in a professional and empathetic manner.