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JOB SUMMARY As a State and Local Tax Manager, you will be responsible for overseeing and reviewing financial information for clients, such as business and individual tax returns, with the benefit of gaining exposure to a diverse client base operating in a variety of industries. The State and Local Tax Manager oversees client relationships, staff and leaders, to ensure high-quality work is delivered to our clients. JOB DESCRIPTION Tax Strategy and Engagement Oversight • Help with the development and implementation of comprehensive tax planning strategies for clients, ensuring alignment with their financial objectives and minimizing tax liabilities, • Manage a portfolio of tax engagements, supervise tax staff, and review their work to ensure accuracy, compliance, and adherence to firm standards, • Monitor engagement progress, budgets, and timelines, and make adjustments as needed to meet client expectations Research and Analysis • Stay abreast of evolving tax laws, regulations, and industry developments, applying this knowledge to client engagements and internal training initiatives, • Coordinate and complete tax research efforts to address client inquiries, resolve complex tax issues, and guide decision-making Client Communication • Effectively communicate complex tax concepts and strategies to clients, tailoring explanations to their understanding and addressing their questions or concerns, • Prepare and deliver presentations to clients on tax-related matters, providing insights into their financial situations and potential tax implications, • Cultivate and maintain strong relationships with clients, acting as a trusted advisor for their tax-related matters Compliance and Documentation • Review and oversee the preparation of tax returns to ensure accuracy, compliance with regulations, and adherence to internal quality control standards, • Monitor and manage tax filing deadlines, extensions, and other compliance requirements to avoid penalties and ensure timely submissions, • Stay current with federal, state, and local tax laws, regulations, and changes, ensuring the firm and its clients are compliant with the latest tax requirements Team Collaboration • Collaborate with other tax professionals within the firm to share insights, knowledge, and best practices, • Supervise and mentor tax staff, providing guidance, training, and feedback to foster their professional growth and ensure the quality of their work, • Cultivate a collaborative team environment, promoting knowledge sharing and effective communication among team members, • Participate in internal training sessions to enhance your technical skills and stay updated on industry trends Process Improvement and Innovation • Identify opportunities to enhance tax workflows, processes, and methodologies, contributing to the continuous improvement of the firm's tax services, • Ensure compliance with internal quality control procedures, including reviewing and approving tax filings, documentation, and client deliverables Strategic Business Development • Collaborate with partners and senior management to identify business development opportunities, cultivate client leads, and contribute to the firm's growth strategy, • Participate in proposal development and presentations to prospective clients Supervisory responsibilities • Will supervise subordinate team members Work environment • Work is conducted in a professional office environment with minimal distractions Physical demands • Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time, • Must be able to lift up to 15 pounds at a time Travel required • Travel may be frequent and unpredictable, depending on client’s needs Required education and experience • Bachelor’s degree in accounting, finance, or a related field, • 5 – 8 years of relevant experience, • CPA or Enrolled Agent license, • Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting, • Specific positions may require additional industry or specialization certifications, • Responsible for completing the minimum CPE credit requirement, • Software: Checkpoint for Tax Research, Power BI, Alteryx, and MS Office Suite Preferred education and experience • CPA or Enrolled Agent license Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. For job postings in our New York locations, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity. This range considers many factors, including but not limited to a candidate’s knowledge, job specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $118,000 to $180,000. WHO WE ARE UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients’ business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

Relationship Manager - Series 65 Esssential Wealth Management | On-Site | Hauppauge, NY Our client is a highly respected, fast-growing wealth management firm with a strong reputation for delivering exceptional client service and meaningful financial outcomes. They are seeking a Relationship Manager to play a mission-critical role supporting advisors and ensuring a first-class client experience at every touchpoint. This opportunity is ideal for a Relationship Manager who thrives in a high-performance, service-first environment, enjoys positive and purposeful client conversations, and wants to grow within a modern, people-centric RIA. The Relationship Managers will own the onboarding process and will speak with client, opening accounts and own the process. This is a full-time, on-site W-2 position based in Hauppauge, NY. Role Overview The Relationship Manager serves as the operational backbone of the advisory team, supporting advisors by executing with precision, coordinating client deliverables, and ensuring all client interactions are handled with professionalism, warmth, and urgency. This is a client-facing role that plays a critical part in both the firm’s service model and its ongoing growth objectives. You will work closely with advisors, operations, custodians, and external professionals to service existing client relationships and support the onboarding of new clients. Key Responsibilities • Deliver white-glove service to clients with speed, accuracy, and professionalism, • Prepare for client meetings and proposals with exceptional attention to detail, • Draft and manage client communications via email, phone, and written correspondence, • Participate in client meetings, document notes (with AI support), and manage follow-ups, • Gather and organize information to support comprehensive financial planning, • Prepare, process, and track all custodial paperwork (new accounts, asset movement, money requests, transfers, etc.), • Maintain meticulous CRM documentation of all client communications, tasks, and appointments, • Assist with account maintenance, asset allocations, and quarterly reporting, • Serve as the first line of response for client inquiries across email and phone, • Build and deepen client relationships with empathy, connection, and professionalism, • Partner with operations to proactively resolve custodial issues and escalate when appropriate, • Adhere to all firm and industry supervisory and compliance requirements, • Participate in firm meetings, training, client events, and continuing education, • Service-oriented with a genuine interest in caring for clients, • Exceptionally organized, dependable, and detail-oriented, • Calm, professional, and effective in a fast-paced environment, • Process-driven with strong ownership and accountability, • Excellent time management and multitasking capabilities, • Comfortable using CRM and workflow tools (Salesforce preferred), • Experience with financial services technology including MoneyGuidePro, Holistiplan, DocuSign, and Zocks, • 3–5 years of experience in financial services (RIA experience strongly preferred), • Strong working knowledge of Schwab custodial operations, • Series 65 required, • Bachelor’s degree strongly preferred, • CFP® certification or desire to pursue, • Strong understanding of client confidentiality and discretion, • Reports to: Lead Advisor, • Functional Area: Client Success / Operations, • Base Salary: Flexible, • Bonus: Performance-based, tied to individual and firm objectives, • Employment Type: Full-time W-2, • Benefits: Medical, dental, vision, 401(k) with match, PTO, and firmwide benefits, • Career Development: Clear progression and professional growth opportunities

About The Role: CBRE’s Investment Accounting & Reporting Solutions group is seeking an Assistant Property Accounting Controller to join a collaborative team focused supporting a portfolio of clients. This role is responsible for overseeing all aspects of financial accounting, reporting, and analysis of fund operations. What You'll Do: • Complete and oversee advanced level accounting transactions in pre aration of client financial statement packages., • Create and post journal entries., • Ensure all expenses, receipts, owner's distributions, funding requests and other transactions for the accounting period have been accurately posted., • Generate and review financial packages for accuracy and comprehensive reporting. Prepare packages on a schedule to ensure timely delivery to the client and other management teams., • Adhere to Client Accounting Policies and Procedures (CAPP) to ensure internal and external reporting requirements are consistently met., • Review and audit funding and payment requests for accuracy, documentation and authorization in accordance with established operating procedures., • Respond to and resolve issues and requests from management teams and clients regarding various accounting issues and reports, including Profit and Loss statements., • Research open accounting issues and recognizes potential issues and/or conflicts so corrective action can intercept and minimize issues., • Create or review complex property budgets and forecasting for assigned property portfolios., • Participate in new property and client transitions, and client audit requests., • Communicate requests for additional services from clients and the field to senior management and understands the scope of accounting services for the properties in portfolio., • May oversee the completion of projects including independent preparation and review of CAM (Common Area Maintenance) reconciliations, purchase/sale proration, lease abstract analysis, property software setups, and opening/closing entry generations., • Coordinate work with other team members within single point-of-contact (SPOC) guidelines., • Troubleshoot issues to ensure internal and external requests are handled timely, accurately, and with a focus on customer service., • Coach junior staff on an informal basis., • Support internal and external audits, providing required documentation and explanations., • Ensure adherence to CBRE’s IA&R standards, SOX compliance (if applicable), and client‑specific policies., • Oversee workload planning, review work product, and provide ongoing training to ensure high performance and technical accuracy., • Foster a culture of continuous improvement, process standardization, and operational efficiency., • Drive improvements in accounting procedures, reporting automation, and workflow efficiencies., • Support onboarding of new clients and transition of new scopes of work. What You'll Need: To perform this job successfully, an individual will need to perform each crucial duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. • Bachelor's degree and 5+ years of relevant experience required., • Experience with property level accounting required., • Experience with accounting software systems such as Yardi preferred., • Knowledge of Generally Accepted Accounting Principles (GAAP) and Financial Accounting Standards Board (FASB) regulations including knowledge of financial terms and principles to include accounting methods (cash, accrual, and full GAAP)., • Technical financial skills and knowledge of GAAP, FASB, REIS, IFRS, and in-region/in-country standards where applicable., • Ability to manage multiple deadlines in a fast‑paced, client‑focused environment., • Strong proficiency in Microsoft Office applications, including Word, Excel, Outlook, and related tools., • Excellent communication skills and the ability to partner with clients and cross‑functional teams., • Strong quantitative skills, with the ability to perform moderately complex financial calculations such as percentages, fractions, and related numerical analyses. CBRE carefully considers multiple factors to determine compensation, including a candidate’s education, training, and experience. The minimum salary for the assistant property controller position is $110,000 annually and the maximum salary for the assistant property controller position is $128,000 annually. The compensation that is offered to a successful candidate will depend on the candidate’s skills, qualifications, and experience. Successful candidates will also be eligible for a discretionary bonus based on CBRE’s applicable benefit program. Why CBRE When you join CBRE, you become part of the global leader in commercial real estate services and investment that helps businesses and people thrive. We are dynamic problem solvers and forward-thinking professionals who create significant impact. Our collaborative culture is built on our shared values — respect, integrity, service and excellence — and we value the diverse perspectives, backgrounds and skillsets of our people. At CBRE, you have the opportunity to chart your own course and realize your potential. We welcome all applicants. Our Values in Hiring At CBRE, we are committed to fostering a culture where everyone feels they belong. We value diverse perspectives and experiences, and we welcome all applications. Disclaimers Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future. Include any other disclaimers that are applicable for the role that are not automatically populated in Talent Source. Delete this section if not applicable. Examples of relevant disclaimers include U.S. state pay transparency requirements, sponsorship eligibility, COVID-19 requirements, etc. Applicant AI Use Disclosure We value human interaction to understand each candidate's unique experience, skills and aspirations. We do not use artificial intelligence (AI) tools to make hiring decisions, and we ask that candidates disclose any use of AI in the application and interview process. About CBRE Group, Inc. CBRE Group, Inc. (NYSE:CBRE), a Fortune 500 and S&P 500 company headquartered in Dallas, is the world’s largest commercial real estate services and investment firm (based on 2024 revenue). The company has more than 140,000 employees (including Turner & Townsend employees) serving clients in more than 100 countries. CBRE serves clients through four business segments: Advisory (leasing, sales, debt origination, mortgage serving, valuations); Building Operations & Experience (facilities management, property management, flex space & experience); Project Management (program management, project management, cost consulting); Real Estate Investments (investment management, development). Please visit our website at .

Job Description A dynamic boutique public accounting firm based on Long Island in Melville, NY is seeking a Staff Accountant to join their growing team. EB Group CPAs LLP (the “Firm”) is a rapidly expanding boutique public accounting firm headquartered in Melville, NY. The Firm provides accounting, tax, and strategic advisory and consulting services to businesses spanning various industries, high net worth individuals, trusts, estates and other fiduciaries. The Firm is seeking a Staff Accountant to support the accounting and tax service practice areas. The Staff Accountant will report to Managers of the Firm. Required Experience & Qualifications: • Bachelor’s degree in accounting, tax, finance, or business administration, • 2+ years of accounting, tax or bookkeeping experience preferred, • Strong accounting and analytical skills, • Ability to multi-task in a fast-paced environment, • Excellent verbal and written communication skills, • Strong ability to manage projects utilizing accounting best practices to efficiently prioritize tasks, • Strong experience with Microsoft Excel, • Prepare accounting write-ups and analyze/communicate results to Management, • Prepare monthly bank reconciliations and other account reconciliations, • Prepare income tax returns for businesses and individuals, • Health insurance, • Dental and vision insurance, • 401K and Profit Sharing, • PTO, • Strong Work Life Balance, • Competitive compensation package commensurate with experience

Job Description Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. Are you a driven self-starter with strong principles who is interested in making a positive difference in the lives of others? We are looking for you! New York Life is growing its team by hiring a financial service professional who can offer our wealth of financial products and services to clients who are striving to establish strong financial foundations and achieve their monetary goals for a bright future. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, and prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company. About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019. Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V 1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. 2- Source: Individual Third Party Ratings Reports as 7/30/18. 3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see Compensation: $60,000 - $100,000 yearly Responsibilities: • Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional, • Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives, • Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products, • Work with each client to collect personal financial information including status, cash flow, and expectations for documentation in our CRM, • Uncompromising integrity and the ability to effectively communicate complex programs and ideas is required, • Must have the ability to successfully network and prospect for new clients As a mutual company, New York is accountable only to our policyholders. That means we are fully aligned with the interests of clients, not with outside investors or Wall Street. Our focus is on delivering value to clients. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients. Employment and benefits are provided through NextSource, an approved New York Life vendor. New York Life Insurance Company is not the hiring entity. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender

Job DescriptionOur mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. Join the New York Life team as a motivated financial service professional committed to bettering the lives of others. We want to grow your career by helping you make our many financial products and services available to clients who are looking for a sustainable approach to achieving a sound financial future. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company. About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019. Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V 1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. 2- Source: Individual Third Party Ratings Reports as 7/30/18. 3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see Compensation: $75,000+ at plan commission Responsibilities: • Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations, • Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional, • Participate in educational meetings or seminars relevant to client risk tolerant and financial objectives for research prior to offering sound financial advice, • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products, • Candidates need to be able to communicate complicated concepts and maintain strong principles such as honesty and integrity, • Strong relationship management skills and/or experience required We are committed to the field force. You will have the guidance, support, and resources you need to serve clients. Our agents are leaders in the industry. New York Life has been built on a strong foundation since 1875.

Job DescriptionJob Description: About True Partners Consulting When it comes to careers in tax and business advisory services, True Partners Consulting (TPC) is clearly different. TPC is an independent tax and business advisory firm delivering technical expertise and exceptional service in the areas of tax and financial reporting to Fortune 1000 and middle market companies, both public and private, throughout the United States. Our experienced team of premier industry professionals is committed to building a global practice built on a culture of respect, recognition, and reward. We want to know, what’s TRUE about you? Learn more about us at TPCtax.com/Careers. About the Role – Senior Tax Consultant – Federal Corporate Tax Requirements -\tBachelor’s or master’s degree in accounting, tax, or other closely related field -\tPossess or be working towards CPA, EA, or JD licensure -\t2-4 years of professional tax or accounting experience, preferably within a large professional services or public accounting environment Responsibilities -\tPrepare and review computations, workpapers, schedules, and other items related to tax return filings, estimated and extension payments, and ASC 740 income tax provision calculations for domestic corporations. -\tPerform technical research supporting positions taken in tax filings, including drafting written memorandums. -\tAssist with client tax planning and provide business expertise based on working knowledge of client industries and experience with broad entity types. -\tContact tax agencies to obtain information, resolve issues, and reconcile notices. -\tMeet deadlines and complete work products to drive successful client engagements. -\tSupervise staff and actively participate in engagement planning and decision-making. -\tKeep up to date on current tax practices, technical issues, and changes in tax law. -\tActively participate in training. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Job Advertisement: About True Partners Consulting When it comes to careers in tax and business advisory services, True Partners Consulting (TPC) is clearly different. TPC is an independent tax and business advisory firm delivering technical expertise and exceptional service in the areas of tax and financial reporting to Fortune 1000 and middle market companies, both public and private, throughout the United States. Our experienced team of premier industry professionals is committed to building a global practice built on a culture of respect, recognition, and reward. We want to know, what’s TRUE about you? Learn more about us at TPCtax.com/Careers. About the Role – Senior Federal Tax ConsultantRequirements Bachelor’s or master’s degree in accounting, tax, or other closely related field Possess or be working towards CPA, EA, or JD licensure 2-4 years of professional tax or accounting experience, preferably within a large professional services or public accounting environment Responsibilities Prepare and review computations, workpapers, schedules, and other items related to tax return filings, estimated and extension payments, and ASC 740 income tax provision calculations for domestic corporations. Perform technical research supporting positions taken in tax filings, including drafting written memorandums. Assist with client tax planning and provide business expertise based on working knowledge of client industries and experience with broad entity types. Contact tax agencies to obtain information, resolve issues, and reconcile notices. Meet deadlines and complete work products to drive successful client engagements. Supervise staff and actively participate in engagement planning and decision-making. Keep up to date on current tax practices, technical issues, and changes in tax law. Actively participate in training. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Job DescriptionAbout EmplovaEmplova is a boutique PEO delivering high-touch HR, payroll, benefits, and compliance solutions to clients who expect precision, expertise, and proactive guidance. We operate as a lean, high-performing team where ownership is real, expectations are high, and our clients rely on us to get it right the first time.About the RoleWe are seeking a Client Success Director to manage and grow a portfolio of clients, serving as their primary point of contact and trusted advisor. This role blends strategic advisory with hands-on execution. You will lead client relationships, guide HR strategy, and ensure seamless delivery across payroll, benefits, and compliance—stepping in as needed to resolve issues and drive outcomes.Key Responsibilities • Own a portfolio of clients and serve as their primary point of contact, • Build strong relationships with client leadership and provide proactive HR guidance, • Advise on employee relations, compliance, performance management, and workforce strategy, • Ensure accurate and timely execution of payroll, benefits, and HR processes in partnership with internal teams, • Troubleshoot and resolve issues across HR, payroll, benefits, and HRIS platforms, • Lead client onboarding and implementation to ensure a smooth transition and strong foundation, • Conduct trainings for clients and employees on HR best practices and system usage, • Partner cross-functionally with Payroll, Benefits, Compliance, and HR teams to deliver a seamless client experience, • Identify risks, recommend solutions, and help clients stay compliant and well-positioned What Success Looks Like, • You take full ownership of your clients and follow through on every detail, • You deliver complete, accurate, and proactive solutions, • You balance strategic thinking with hands-on execution, • You build trust quickly and confidently advise client leadership, • You operate with urgency, organization, and accountability Qualifications, • 5+ years of HR, PEO, or HR consulting experience in a client-facing role, • Strong knowledge of HR compliance, payroll, benefits, and employee relations, • Experience managing multiple clients or accounts simultaneously, • Excellent communication and relationship management skills, • Strong problem-solving skills and ability to navigate complex situations, • Highly organized with strong attention to detail, • Experience with HRIS/payroll systems (PrismHR a plus), • Bachelor’s degree or equivalent experience Who You Are, • A proactive, solutions-oriented professional who takes initiative, • Comfortable operating in a fast-paced, high-expectation environment, • Equally effective advising leadership and handling execution-level details, • Accountable, reliable, and committed to delivering high-quality work Why Join Emplova, • High-impact role with direct client ownership, • Collaborative, high-performing team, • Opportunity to work across a diverse client base, • Exposure to complex and meaningful HR work lx0ZvIkc2M

Job Description Dental Hygienist National Dental Commack $60 - $65 Per Hour + Benefits Full-Time Position United Dental Corporation is seeking a passionate and skilled Dental Hygienist to join our dedicated team. We pride ourselves on providing exceptional oral care and building lasting relationships with our patients. As a Dental Hygienist, you will play a vital role in educating patients and promoting oral health through preventive services. What You’ll Love About Us: • Flexible scheduling options to ensure work-life balance, • Continuing education support to help you grow in your career, • Collaborative work environment with a focus on teamwork and respect, • Performing comprehensive dental hygiene assessments and cleanings., • Administering preventive care treatments such as fluoride applications and sealants., • Educating patients on oral hygiene techniques, products, and overall dental health., • Taking dental radiographs and maintaining accurate patient records., • Assisting the dental team in following up on treatment plans and patient care needs., • Ensuring compliance with all sterilization and infection control protocols., • Degree in Dental Hygiene from an accredited program., • Current state licensure to practice dental hygiene., • Experience in a dental office setting preferred, but new graduates are welcome., • Excellent communication and interpersonal skills., • Ability to work well in a team-oriented environment., • Full Time Opportunity, 4 days, • From $60+ per hour, • 401(k) and up to a 4% match., • Medical, Dental and Vision coverage offerings., • Employee Assistance Program - that connects team members and their families with complimentary, confidential, short-term counseling and advisory services., • We have ALL necessary PPE and are following CDC recommended guidelines. Our office is a safe environment., • Continuing education opportunities. #DentalPost #IH

Job Description The Organization: The Wealth Alliance is a Melville, New York-based registered investment advisory firm. WA was founded in 2019 and currently employs over 20 professionals, including Certified Financial Planners, public accountants, investment management analysts, and a top-tier team of service professionals. The Position: We are seeking a strategic and experienced Human Resources Director for a Registered Investment Advisor (RIA). This individual will lead and shape the overall HR strategy, aligning it with business goals and ensuring compliance with all legal and regulatory requirements. The HR Director will oversee talent acquisition, compensation and benefits, performance management, and employee relations—fostering a positive, high-performing work environment while driving key HR initiatives to support organizational growth. A critical component of the role includes leading the human capital strategy for mergers and acquisitions, including due diligence, workforce planning, and cultural integration to ensure smooth transitions, mitigate risk, and support long-term success. Responsibilities: • Develop and implement HR strategies that align with the RIA's overall business objectives, including talent acquisition, retention, and development., • Oversee recruitment, hiring, onboarding, and performance management processes., • Address employee concerns, conflicts, and grievances, and develop and enforce policies that promote a positive work environment., • Ensure the RIA complies with labor laws, regulations, and industry standards., • Develop and implement training programs to enhance employee skills and performance., • Manage compensation and benefits programs to attract and retain talent., • Oversee the efficient and effective operation of the HR department., • Develop and track HR metrics to measure the effectiveness of HR programs and initiatives., • Provide leadership and guidance to the HR team and communicate HR policies and procedures effectively., • Ensure compliance with SEC regulations related to employee licensing, registration, and conduct., • Develop a strong understanding of the financial services industry and the specific needs of an RIA., • Build strong relationships with financial advisors and understand their unique needs and challenges., • Ensure adherence to any local regulations around M&A activities that affect employee terms and conditions, safeguarding against legal issues and ensuring a smooth transition., • Conduct due diligence on the target company's HR practices, developing workforce plans, managing communication and change, and facilitating cultural integration., • Ensure compliance with HR-related laws and regulations and oversee the integration of HR systems, policies, and practices post-merger., • Assess potential risks and identify synergies that can be leveraged pre/post M&A activities. Qualifications: • Bachelor's degree in Human Resources, Business Administration, or a related field, with a Master's degree preferred., • Significant experience in HR management, with experience in the financial services industry a plus., • In-depth knowledge of employment law, HR policies and procedures, and industry best practices., • Excellent leadership, communication, interpersonal, and problem-solving skills., • Ability to adapt to a fast-paced and changing environment., • Prioritize a varied and diverse set of tasks in order to set appropriate priority on both short and long-term goals. Salary & Benefits: • $175,000-200,000, BOE, • Medical, Dental & Vision, • Basic and Supplemental Life, AD&D Insurance, Disability, • Flexible Spending Account, Health Savings Account, • Employee Assistance Program, • 401(k)

Job Description Senior Accountant Responsibilities: • Prepare corporate, individual, partnership, fiduciary, and multistate tax returns under supervision., • Perform tax and accounting research, tax planning projections, and assist with advisory deliverables., • Manage accounting assignments such as write-ups, trial balances, and financial statement preparation (compilations and reviews)., • 2+ years of experience in public accounting., • Experience with tax preparation (individual, corporate, partnership); multistate returns a plus., • Strong background in financial statement preparation, journal entries, and trial balance generation; audit experience a plus., • Excellent communication skills with ability to work independently and collaboratively. 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 DescriptionJob Description: About True Partners Consulting When it comes to careers in tax and business advisory services, True Partners Consulting (TPC) is clearly different. TPC is an independent tax and business advisory firm delivering technical expertise and exceptional service in the areas of tax and financial reporting to Fortune 1000 and middle market companies, both public and private, throughout the United States. Our experienced team of premier industry professionals is committed to building a global practice built on a culture of respect, recognition, and reward. We want to know, what’s TRUE about you? Learn more about us at TPCtax.com/Careers. About the Role – Federal Tax Senior Manager Requirements -\tBachelor’s or master’s degree in accounting, tax, or other closely related field -\tCPA, EA, JD, or LLM in Taxation -\t8-10 years of federal tax experience in public accounting or corporate tax department; experience with corporate entity structures in addition to a general level of knowledge in other areas of taxation, including partnerships, trusts, and individuals Responsibilities -\tAdvise clients on a full spectrum of tax services: planning, research, compliance, provision -\tReview workpapers and tax returns -\tPlan and coordinate the flow of information with clients and effectively manage client needs -\tDevelop and sustain strong client relationships -\tSimultaneously manage multiple projects, teams, and clients across various industries -\tDevelop, motivate, and train staff level team members and new managers -\tKeep up to date on current tax practices and changes in tax law -\tAssist with new business development All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Job Advertisement: About True Partners Consulting When it comes to careers in tax and business advisory services, True Partners Consulting (TPC) is clearly different. TPC is an independent tax and business advisory firm delivering technical expertise and exceptional service in the areas of tax and financial reporting to Fortune 1000 and middle market companies, both public and private, throughout the United States. Our experienced team of premier industry professionals is committed to building a global practice built on a culture of respect, recognition, and reward. We want to know, what’s TRUE about you? Learn more about us at TPCtax.com/Careers. About the Role – Federal Tax Senior Manager Requirements Bachelor’s or master’s degree in accounting, tax, or other closely related field CPA, EA, JD, or LLM in Taxation 7+ years of federal tax experience in public accounting or corporate tax department; experience with corporate entity structures in addition to a general level of knowledge in other areas of taxation, including partnerships, trusts, and individuals Responsibilities Advise clients on a full spectrum of tax services: planning, research, compliance, provision Review workpapers and tax returns Plan and coordinate the flow of information with clients and effectively manage client needs Develop and sustain strong client relationships Simultaneously manage multiple projects, teams, and clients across various industries Develop, motivate, and train staff level team members and new managers Keep up to date on current tax practices and changes in tax law Assist with new business development All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Job DescriptionJob Description: About True Partners Consulting When it comes to careers in tax and business advisory services, True Partners Consulting (TPC) is clearly different. TPC is an independent tax and business advisory firm delivering technical expertise and exceptional service in the areas of tax and financial reporting to Fortune 1000 and middle market companies, both public and private, throughout the United States. Our experienced team of premier industry professionals is committed to building a global practice built on a culture of respect, recognition, and reward. We want to know, what’s TRUE about you? Learn more about us at TPCtax.com/Careers. About the Role – Federal Tax Manager Requirements -\tBachelor’s or master’s degree in accounting, tax, or other closely related field -\tCPA, EA, JD, or LLM in Taxation -\t5+ years of federal tax experience in public accounting or corporate tax department; experience with corporate entity structures in addition to a general level of knowledge in other areas of taxation, including partnerships, trusts, and individuals Responsibilities -\tAdvise clients on a full spectrum of tax services: planning, research, compliance, provision -\tReview workpapers and tax returns -\tPlan and coordinate the flow of information with clients and effectively manage client needs -\tDevelop and sustain strong client relationships -\tSimultaneously manage multiple projects, teams, and clients across various industries -\tDevelop, motivate, and train staff level team members -\tKeep up to date on current tax practices and changes in tax law -\tAssist with new business development proposals All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Job Advertisement: About True Partners Consulting When it comes to careers in tax and business advisory services, True Partners Consulting (TPC) is clearly different. TPC is an independent tax and business advisory firm delivering technical expertise and exceptional service in the areas of tax and financial reporting to Fortune 1000 and middle market companies, both public and private, throughout the United States. Our experienced team of premier industry professionals is committed to building a global practice built on a culture of respect, recognition, and reward. We want to know, what’s TRUE about you? Learn more about us at TPCtax.com/Careers. About the Role – Federal Tax ManagerRequirementsBachelor’s or master’s degree in accounting, tax, or other closely related field CPA, EA, JD, or LLM in Taxation 5+ years of federal tax experience in public accounting or corporate tax department; experience with corporate entity structures in addition to a general level of knowledge in other areas of taxation, including partnerships, trusts, and individuals ResponsibilitiesAdvise clients on a full spectrum of tax services: planning, research, compliance, provision Review workpapers and tax returns Plan and coordinate the flow of information with clients and effectively manage client needs Develop and sustain strong client relationships Simultaneously manage multiple projects, teams, and clients across various industries Develop, motivate, and train staff level team members Keep up to date on current tax practices and changes in tax law Assist with new business development proposalsAll qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

This position has a direct impact on revenue growth of the Wealth Advisory business and fee income of the Bank. Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through

No prior financial experience is required, and comprehensive training is included. Compensation $100,000+ OTE About Eastern Advisory Group:. Financial Services Representative.

Discover a Career That Empowers You - Join HUB International! At HUB International, we're more than just an insurance brokerage firm - we're a thriving community of entrepreneurs driven by purpose and passion. Every day, we help individuals, families, and businesses protect what matters most by providing a broad array of insurance, retirement, and wealth management products and services. But we don't stop there - we also invest deeply in our people. Here, your career is in your hands. You'll be empowered to learn, grow, and truly make an impact. Whether you're supporting a local business or helping a national client navigate complex risk, you'll be backed by the strength of a global firm and the heart of a regional team. As one of the world's largest insurance brokers - and a proud Stevie Award-winning workplace - HUB offers a unique blend of big-company resources and entrepreneurial spirit. With over 20,000 professionals across 570+ offices in North America, we bring together industry-leading technology, a strong culture of collaboration, and centers of excellence that fuel innovation. Explore your future with HUB International. Let's grow together. If you're ready to be part of a company where your voice matters, your work has purpose, and your potential has no limits - HUB is the place for you. We currently have an opportunity for a Producer role. We are seeking applications from candidates in the Eastern Time Zone, preferrably near a HUB Office. Position Summary We are seeking an experienced and highly motivated Property & Casualty (P&C) Insurance Producer to broadly drive growth across Physician Practice Groups. This role is responsible for generating new business, deepening client relationships, and delivering specialized risk management solutions tailored to physician practices, be they in cardiology, dental, dermatology, general practice, neurology, pediatrics, psychiatry, surgery, vision, etc. The additional ability to facilitate business associated with Hospital Systems and /or across broader Allied healthcare providers is also advantageous. The ideal candidate brings proven industry expertise, a strong network, and a consultative sales approach focused on delivering value, mitigating risk, and supporting clients in a highly regulated and rapidly evolving environment. Key Responsibilities Business Development & Sales * Develop and execute a targeted sales strategy focused on the allied health sector. * Identify, prospect, and close new business opportunities with groups of doctors and other healthcare organizations. * Leverage industry relationships, referral sources, and market intelligence to drive pipeline growth. * Achieve annual new business and retention goals. Client Relationship Management * Serve as a trusted advisor to physician practice clients, understanding their operating model, regulatory landscape, and emerging risk exposures. * Conduct comprehensive risk assessments and coverage reviews. * Partner with service teams to deliver an exceptional client experience throughout the policy lifecycle. * Provide proactive updates, industry insights, and risk mitigation recommendations. Technical Expertise * Maintain deep knowledge of P&C coverage lines, including: * Professional Liability / Medical Malpractice * General Liability * Property * Workers' Compensation * Cyber Liability * Management Liability (D&O, EPLI, Fiduciary) * Abuse & Molestation * Given the nature of clientele, the candidate should have knowledge of admitted, specialty and alternative insurance solutions. * Knowledge of MSO structures and business/insurance implications. * Stay current on healthcare regulatory changes, reimbursement shifts, telehealth expansion, staffing challenges, and compliance requirements. Market Placement * Collaborate with marketing/placement teams to structure programs, negotiate terms, and secure competitive coverage. * Develop strong carrier relationships with markets specializing in healthcare risks. Qualifications * 3-7+ years of P&C producer, broker, or risk advisory experience in the healthcare space is required. . * Demonstrated success in new business production and client relationship management. * Strong understanding of healthcare industry operations, exposures, and regulatory issues. * Active P&C insurance license (or ability to obtain promptly). * Excellent communication, negotiation, and presentation skills. * Entrepreneurial mindset with the ability to work independently and collaboratively. Success Factors * Deep curiosity about the allied health landscape and ability to translate complex risks into clear solutions. * Comfort navigating a fast-paced, growth-oriented environment. * Ability to build credibility quickly with clinicians, administrators, and healthcare executives. * Strong follow-through, responsiveness, and client-service orientation. The expected salary range for this position is $100,000 - $225,000 and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages: health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions. Department Sales Required Experience: 5-7 years of relevant experience Required Travel: Up to 75% Required Education: Bachelor's degree (4-year degree) HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. E-Verify Program () We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

Prepare corporate, individual, partnership, fiduciary, and multistate tax returns under supervision.Perform tax and accounting research, tax planning projections, and assist with advisory deliverables.Manage accounting assignments such as write-ups, trial balances, and financial statement preparatio

Compensation $100,000 OTE About Eastern Advisory Group.

Financial Advisor, Wealth Manager, or similar client-facing role at an RIA or wealth management firm. Solid background in financial sales or a related advisory field. The Wealth Alliance is looking for a seasoned Financial Advisor who shares their values and is ready to hit the ground running.

Real Estate Assessor / Property Tax Appraiser.A rapidly growing boutique real estate tax grievance and consulting firm focused on helping property owners reduce their property tax burden through assessment review, appeals, and ongoing advisory services.The firm operates on a fee-based model, serving

Securities and investment advisory services offered through Voya Financial Advisors, Inc. Junior Financial Advisor to join our team in the Melville, NY area to work within plan sponsor relationships in the K-12 market. To be eligible for the Financial Advisor role, candidates must possess the follow

Assurance Manager, Accounting Advisory & Outsourcing.The Assurance Manager, Accounting Advisory & Outsourcing is responsible for understanding complex accounting and reporting matters and assisting companies with the proper application of accounting standards for both public and private companies.Th

Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and pr

The Financial Advisor Associate (FAA) role works with prospects and clients to attract and retain clients by addressing their wealth management advisory needs. The FAA will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, an

The Wealth Alliance is looking for a seasoned Financial Advisor who shares their values and is ready to hit the ground running. Solid background in financial sales or a related advisory field. Financial Advisor, Wealth Manager, or similar client-facing role at an RIA or wealth management firm.

Overview A career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy. Our PwC Pr

Proven track record designing and scaling CI/CD pipeline architecture and DevSecOps practices in large, complex engineering organizations, hands‑on architecture and implementation ownership, not advisory roles. Hybrid role requiring 2 days per week in a Wolters Kluwer office Wolters Kluwer is see

Serves as the primary relationship manager and financial advisor for TD Wealth clients with a Wealth management advisory need. Analyzes client and prospect financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial, goals/ob

A leading accounting and advisory firm is seeking a Senior Manager to join their Outsourced Finance & Accounting team in Melville, NY. Ideal candidates should have 8+ years in public-sector finance, strong fund accounting knowledge, and prior supervisory experience.

Sr Consultant Risk Engineering - KR08DE We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future. At The Hartford, our Risk Services organization exists to help people and businesses thrive by working directly with customers to assess risk, improve resilience, and deliver practical risk mitigation solutions that make a measurable difference. We partner with customers throughout their lifecycle to identify exposures, reduce losses, and strengthen operational performance-combining consultative expertise, technology enabled risk solutions, and data driven insights to improve outcomes before and after a loss. By integrating risk assessment, prevention, and recovery with the broader insurance experience, we help customers protect what matters most while building trust, long-term value, and sustainable advantages for both our customers and our enterprise. As a Field Consultant, you will serve as a trusted risk advisor who partners with customers, underwriters, and distribution partners to identify and mitigate risk while supporting profitable growth. In this role, the consultant conducts multi-line risk assessments and surveys, delivers practical, data-driven risk mitigation services, and translates complex exposures into clear insights that inform underwriting decisions and customer actions. By collaborating closely with underwriting and participating in sales, renewal, and stewardship engagements, the field consultant helps differentiate The Hartford in the marketplace by demonstrating how proactive risk engineering, prevention strategies, and tailored solutions improve customer resilience, loss outcome. Join us to continuously learn, expand your technical and consultative capabilities, and shape the future of risk engineering while delivering meaningful outcomes for customers and the enterprise. This role offers a remote or hybrid work arrangement, with the expectation of coming into an office as business needs arise. This role offers a remote work arrangement but requires the candidate to reside in New City, White Plans, Long Island, NY to effectively support regional operations, clients, and partners. Job requires travel for client site surveys and/or agency meeting/presentations. Travel could involve car and air travel (estimate 20-40%). Responsibilities: Strategic Risk Advisory & Consulting * Act as a strategic risk advisor, partnering with clients to proactively identify emerging risks and cocreate practical, value-added mitigation solutions * Demonstrate customer centricity and empathy by tailoring recommendations to each client's industry, risk profile, and business priorities Risk Assessment & Service Execution * Conduct risk assessments and consultations across multi lines of insurance using onsite, hybrid, and virtual/digital delivery models * Develop and execute data driven service plans that address loss drivers, operational exposures, and client business objectives Communication & Influence Leverage digital tools, analytics, and emerging technologies (e.g., dashboards, virtual tools, AI enabled insights) to enhance service quality, efficiency, and customer experience * Contribute to a culture of innovation, knowledge sharing, and continuous improvement within Risk Engineering Collaboration & Growth Enablement * Collaborate cross functionally with underwriting, claims, sales, data, and technical experts to deliver integrated risk solutions * Identify opportunities to expand Risk Services offerings and support profitable growth Learning & Talent Development (by level) * Engage in continuous learning to stay current on industry trends, emerging risks, and evolving technologies * Mentor, coach, and support less experienced risk engineering consultants as appropriate by role level Education, Professional Credentials and Experience * 3+ Years progressive experience in risk engineering, safety, loss control, or related consulting roles, with scope and complexity aligned to role level * Bachelor's degree (BA/BS) strongly preferred in Safety, Engineering, Industrial Hygiene, Risk Management, Environmental Health, or a related technical discipline OR equivalent combination of education and experience Qualifications: * Strong ability to assess risk, interpret loss data, identify trends, and develop targeted mitigation strategies * Comfort using digital tools, analytics, and technology-enabled platforms to deliver risk engineering services * Demonstrated customer-centric mindset with the ability to understand client priorities and tailor solutions accordingly * Proven ability to provide proactive consultation, including anticipating client needs and influencing adoption of recommendations * Strong storytelling with data skills - translating technical findings into meaningful business insights * Advanced written and verbal communication skills, including preparation of technical reports and delivery of client-facing presentations * Ability to collaborate effectively across underwriting, claims, sales, agents, brokers, and technical partners * Digital fluency, including willingness to learn and adopt new tools, platforms, and AI-enabled capabilities * Strong commitment to continuous learning, with curiosity and initiative to expand technical expertise, strengthen consultative capabilities, and adopt new digital and AI-enabled tools to enhance customer impact. * Ability to achieve or maintain at least one professional safety or risk management certifications (e.g., CSP CIH, ARM, CPCU, CHST) Job description update 4/17/2025 Compensation The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is: $102,400 - $153,600 Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age

A leading accounting and advisory firm is seeking a Tax Partner for its Private Client Services practice.

Role Overview: We are seeking a motivated, client-focused Licensed Sales Agent to join our growing team. Medicare sales, health insurance, or a related advisory role preferred. Our independent agents represent nearly every major carrier, ensuring clients receive unbiased, personalized guidance tailo

A career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy. Our PwC Private tea

The Financial Advisor Associate (FAA) works with TD Wealth prospects and clients to attract and retain clients by addressing their wealth management advisory needs. The successful candidate for the FAA role must possess broad knowledge, and the demonstrated ability to inform, educate and advise clie

Advisory | Accounting | Audit | Tax | Payroll. About the job Advisory | Accounting | Audit | Tax | Payroll. Understand clients' needs and expectations, their business and industry, accounting and control systems, employees, company values, and industry-related GAAP and GAAS issues.

Work Location: Hauppauge, New York, United States of America Hours: 40 Pay Details: $66,560 - $99,320 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: TD Wealth Job Description: The Financial Advisor Associate (FAA) works with TD Wealth prospects and clients to attract and retain clients by addressing their wealth management advisory needs. The FAA will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and products, and recommend personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives. The successful candidate for the FAA role must possess broad knowledge, and the demonstrated ability to inform, educate and advise clients, with respect to financial analysis, financial markets, financial goals, investment and insurance strategies and products, and wealth management. The successful candidate for the FAA role must also possess strong interpersonal skills in order to develop a thorough understanding of each client's individual circumstances and a lasting role as a the client's advisor. As a fiduciary, the FAA will put the client's financial interests first when providing ongoing objective financial advice, long-term retirement planning, and annual reviews to determine if there have been changes in the client's financial status or goals or the need for different strategies or products. The FAA is responsible for all aspects of developing and maintaining client relationships by providing on-going consultation, advice, planning and day to day account servicing. The FAA will rely on relationship building skills and the ability to influence in order to develop their client base and meet their assigned goals. Working within an assigned territory, the FAA will educate and coach Retail Store staff to identify referral prospects. The role will need to identify enterprise opportunities and engage key partners across the organization as appropriate/necessary. Depth & Scope: * Serves as the primary relationship manager and financial advisor for TD Wealth clients with a Wealth management advisory need * Develops, maintains and manages all aspects of the client's relationship with TD Wealth * Works with prospects to attract and develop clients and address their wealth management advisory needs * Analyzes client and prospect financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial, goals/objectives, and circumstances to determine appropriate investment and insurance strategies and products and provides individualized financial advice to clients regarding same * Builds a client base by acquisition of new clients on an ongoing basis * Educates and advises prospects and clients regarding investment and insurance strategies and products * Retains and grows client base through relationship management, ongoing communication and consultation with client, obtaining and analyzing up to date client information on an ongoing basis, and periodically analyzing and determining appropriate updates to client's financial planning as necessary and appropriate * Recommends personalized/tailored investment and insurance strategies and products to meet client's financial and wealth creation objectives * Meets quarterly and annual objectives * Proficient in SalesForce, Money Guide Pro and other authorized software to effectively track client engagement and provide advice * Ensures all new clients receive the complete on-boarding experience, which includes: * A thorough client discovery leading to a truly exceptional client experience * Completion of a financial needs analysis to provide objective, individualized goals based advice * Completion of all requisite client onboarding documents * Provides education, coaching, Wealth referral training, and ongoing feedback to Retail and Small Business staff * Effectively implements a process to ensure every client receives periodic ongoing contacts and an Annual Client Review (ACR) meeting with an enhanced agenda focused on the client's overall wealth and financial planning needs * Deepens wallet share by anticipating client needs and suggesting the most appropriate Wealth solutions * Identifies opportunities within the portfolio and network to refer business to Retail and Small Business/Commercial Partners * Executes in a manner that is compliant with regulations, policies and procedures * Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.) * Ensures all Continuing Education requirements are attained * Responsible for understanding and adhering to TD Bank & TD Wealth Policies and Procedures * Responsible for implementing TD's Customer Identification Program (CIP) by collecting and verifying required customer identification information and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures * Develops understanding of client's assets and transitions higher threshold clients to appropriate HNW Wealth partners, as needed * Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team * Contributes individually, as a team member and as a mentor to new FAAs, to ensure strong performance, collaboration and enthusiasm * Represents TD Wealth to the general public in a professional manner * Demonstrates involvement in the community and support for TDBG charity and community initiatives Education & Experience: * Bachelor's degree strongly preferred * 1+ years of relevant work experience in the financial services industry, relevant college degree or completion of the FAA Trainee program * SIE & Series 7 required * Required to have L&H and Series 66 (or equivalent) or the ability to obtain all within the Licensing and Registration Schedule * Self-directed, with strong ability to plan own activities to achieve sales and referral goals * Comprehensive understanding of wealth products and services * Strong verbal and written communication skills * Strong organizational and time management skills * Ability to travel within assigned market to meet prospects, clients and partners five days a week * Ability to commute within assigned territory * Understanding of wealth management business development techniques * Understanding and experience interacting with retail and small business banking clients * Consultative sales experience required * Ability to establish relationships and partner effectively with other departments OCC: * This position is with a FINRA member, broker and/or dealer and is subject to the requirements of FINRA and Securities Laws. May (or may not) be a registered position under FINRA. * Must be eligible for employment under standards established by FINRA. Subject to the investigation and verification requirements of FINRA Rule 3110(e), including: the Firm's obligation to investigate the good character, business reputation, qualifications and experience of an applicant for registration before applying to register the applicant with FINRA and filing the applicant's Form U4 with the CRD, and before representing on the applicant's Form U4 that it has conducted this investigation and verified the accuracy and completeness of the information contained in the applicant's Form U4; and the Firm's obligation to verify the accuracy and completeness of the information contained on the applicant's Form U4, no later than 30 calendar days after the Form U4 is filed with FINRA. * Satisfactory results on a criminal background check, credit report check, civil litigation search, and regulatory agency or self-regulatory organization enforcement action search, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority or self-regulatory organization, are required by federal law for this position. Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% * Domestic Travel - Continuous * International Travel - Occasional * Performing sedentary work - Continuous * Performing multiple tasks - Continuous * Operating standard office equipment - Continuous * Responding quickly to sounds - Occasional * Sitting - Continuous * Standing - Occasional * Walking - Occasional * Moving safely in confined spaces - Occasional * Lifting/Carrying (under 25 lbs.) - Occasional * Lifting/Carrying (over 25 lbs.) - Occasional * Squatting - Occasional * Bending - Occasional * Kneeling - Occasional * Crawling - Occasional * Climbing - Never * Reaching overhead - Occasional * Reaching forward - Occasional * Pushing - Occasional * Pulling - Occasional * Twisting - Occasional * Concentrating for long periods of time - Continuous * Applying common sense to deal with problems involving standardized situations - Continuous * Reading, writing and comprehending instructions - Continuous * Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more () Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. If you're passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact. We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process. Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.

As the second-largest real estate private fund administrator, we offer a full suite of financial products to our clients, from general accounting and tax planning to outsourced services and investor relations. EisnerAmperis one of the largest accounting, tax, and business advisory firms, with approx

A leading accounting and advisory firm is seeking a Chief Growth Officer to drive strategic growth for its Tax team.

A leading staffing firm located in Hauppauge, New York, is seeking a skilled tax professional with 3-10 years of public tax experience. Responsibilities include preparing and reviewing tax returns, managing and mentoring staff, and consulting with clients on business matters.

They are hiring a generalist Tax Manager to step into a clear succession path. Outside tax season it drops to 35. Tax compliance and advisory alongside accounting reviews and audits.

The role involves overseeing tax planning and compliance for high net worth clients, supervising a team, and fostering client relationships. A leading accounting and advisory firm in New York is seeking a Tax Senior Manager.

A large accounting and advisory firm is seeking a Tax Senior Associate for its Private Client Services in Melville, NY.

A leading accounting and advisory firm in New York is seeking a Tax Senior Associate for their Private Client Services team.

A leading investment advisory firm in Melville, NY is seeking a Family Office Accounting Manager.In this role, you will manage accounting functions for ultra-high net-worth clients, oversee cashflow planning, and lead a team.Ideal candidates will have a bachelor's degree in a related field, over 7 y

EisnerAmper is seeking a Sales Tax Consulting Manager to join our State and Local Tax (SALT) practice. What it Means to Work for EisnerAmper: You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry You will have the flexibility to manage your

What it Means to Work for EisnerAmper You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance You will join a culture that has received multi

What it Means to Work for EisnerAmper: You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance You will join a culture that has received mult

What it Means to Work for EisnerAmper:* You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry* You will have the flexibility to manage your days in support of our commitment to work/life balance* You will join a culture that has received mult