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Job Description Position Title: Senior Bond Account Manager Location: Hybrid • Latham Office - Latham, NY 12110 Salary Range: $100,000.00 - $130,000.00 Salary Description:Apply Description Why Join Marshall+Sterling? As a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most — so they can move forward with confidence. Our vision of creating a future that’s safer and more secure drives everything we do. Innovation is not optional here — it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a company. Collaboration is at our core, because we know we are stronger together — across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success. At Marshall+Sterling, you’re not just joining a company — you’re joining an inclusive culture built on integrity, impact, and people-first values. Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all. This role will be based out of Marshall+Sterling’s Latham Office Join the growing surety team at Marshall+Sterling as a Senior Bond Account Manager, where you’ll play a key role in managing complex contractor and commercial surety accounts while serving as a trusted advisor to clients, producers, and carriers. This high-impact position combines technical surety expertise, relationship management, and strategic underwriting support to help drive the continued growth of the bond division. The ideal candidate brings 5–10+ years of surety experience along with strong expertise in contractor financial analysis, work-in-progress review, and structuring effective surety programs. • Manage complex contractor and commercial surety accounts as the primary client contact and trusted advisor., • Analyze contractor financial statements, work-in-progress reports, and underwriting data to assess bond capacity and support strategic surety program recommendations., • Prepare and present underwriting submissions while negotiating bond terms, capacity, and pricing with surety carriers., • Issue and manage bid, performance, payment, and commercial surety bonds while ensuring timely execution and compliance., • Partner with producers on new business opportunities, client presentations, and growth strategies., • Build strong relationships with clients, carriers, CPAs, attorneys, and project stakeholders to support successful bonding outcomes., • Mentor junior team members and contribute technical expertise to the continued growth of the surety practice. Qualifications • Minimum 5 years of direct surety experience in an agency or carrier underwriting role., • Demonstrated ability to read and analyze contractor financial statements, including WIP schedules and CPA-prepared reports., • Working knowledge of contract surety (bid, performance, payment) and commercial surety bond types (license & permit, court, fidelity, public official, ERISA)., • Active Property & Casualty insurance license, or ability to obtain within 90 days of hire., • Strong written and verbal communication skills, with the ability to articulate complex underwriting positions clearly to clients and carriers., • Proficiency with agency management systems and Microsoft Office (Excel, Word, Outlook). PREFERRED • 7–10+ years of surety experience, including direct carrier underwriting tenure with one of the major surety markets (Travelers, Liberty Mutual,Merchants, Zurich, CNA, Hartford, or similar)., • Existing relationships with regional surety underwriters at agency-appointed carriers., • AFSB (Associate in Fidelity and Surety Bonding) designation or active progress toward completion., • Experience supporting general contractors, heavy civil contractors, or specialty trade contractors with annual revenue of $10M+. Total Rewards Package: Compensation: $100,000 - $130,00, based experience. Benefits: Comprehensive package including Medical, Dental, Vision, 401(k) with match, Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more! Employee Stock Ownership Program As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here’s what makes our ESOP so valuable: • Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company’s success., • Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company’s growth and success., • No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment. For more information on our culture and benefits, please visit us at : Careers - Marshall+Sterling #PGM26 Compensation details: 100000-130000 PIdd2c56530ed9-25405-40522614

Location: Branford, CT (Fully Onsite) Salary Range: $90,000 - $130,000 annually (commensurate with experience) We are seeking an experienced Assistant Controller to join a growing organization in Rancho Cucamonga, CA. This role will serve as a key business partner to leadership, supporting financial reporting, cost analysis, operational performance, inventory management, and strategic decision-making. The ideal candidate will have a strong manufacturing, distribution, or supply chain finance background with expertise in cost accounting, margin analysis, and inventory controls. • Lead cost accounting activities including product costing, inventory analysis, margin reporting, variance analysis, and identification of opportunities to improve profitability and operational performance., • Prepare and analyze monthly, quarterly, and annual financial statements, ensuring accuracy, compliance, and timely reporting to leadership., • Partner closely with operations and supply chain teams to evaluate inventory levels, pricing structures, production costs, and overall business performance., • Support month-end close activities, budgeting, forecasting, internal controls, and process improvement initiatives to enhance financial visibility and decision-making., • Bachelor's degree in Accounting, Finance, or a related field required; CPA or CMA designation is a plus., • Minimum of 5-7 years of progressive accounting and finance experience, preferably within manufacturing, distribution, or operational environments; additional experience may warrant compensation at the higher end of the salary range., • Strong experience with cost accounting, inventory management, pricing analysis, margin reporting, financial reporting, and variance analysis., • Advanced Excel skills and ERP system experience, with the ability to communicate financial insights effectively across finance, operations, and executive leadership teams., • Competitive salary based on experience and qualifications., • Comprehensive health, dental, and vision benefits., • Paid time off and company holidays., • Opportunity to play a key role in the financial and operational success of a growing organization. #LI-ONSITE #LI-SH1 #INJUNE2026 #costing #accounting #accountant #controller #assistantcontroller _

JOB SUMMARY Senior Accountants work closely with others in the firm to assist our clients, management, owners and/or others charged with governance of privately held businesses, not for profit organizations, governmental entities, employee benefit plans and individuals. The Senior Accountant provides accounting, auditing, tax and/or other consulting services to clients within established firm and accounting guidelines with minimal supervision. Other reasonable duties as assigned. ESSENTIAL FUNCTIONS In general, approximately 80% - 85% of your time will be associated with these assigned tasks to include but are not limited to: 1. Perform planning and fieldwork procedures in accounting and auditing engagements (including client inquiry, analytics and testing)., 2. Preparation of financial statements, 3. Prepare federal and state income tax returns for corporate, individual, partnership, fiduciary, trusts, estates and non-profits., 4. Prepare any other governmental filing as necessary., 5. Perform basic accounting functions including bookkeeping, and reconciliations, 6. Research accounting and/or tax standards and applicable legislation., 7. Build communication skills with internal teams and management., 8. Start to build relationships with clients. May serve as primary contact with a client., 9. Oversee staff accountants and interns on assigned engagements. The remaining 15% - 20% of your time will likely be devoted to the following: 1. Participate in firm directed CPE and on the job training., 2. Networking and business development, 3. In-house projects (committees, working groups, etc.), 4. Mentoring, training, development of newer staff MINIMUM REQUIREMENTS Candidates must have a B.S. in Accounting or a closely related degree. MST, MSA or other industry related graduate degree is preferred. 150 relevant Credit Hours (As required for the CPA Exam) and should be on the CPA career track and working towards obtaining your CPA License. Candidates should also have a basic knowledge of accounting concepts. At least one year of relevant professional work experience. Candidates must also have strong computer, communication and interpersonal skills, be organized, detail-oriented, energetic, and have a desire to learn. Must be able to excel in deadline-driven environment. Integrity, with an ability to handle confidential information is critical to this role. In addition, client contact is required, and this individual should be able to communicate effectively with client employees and members of a client’s management. Compensation details: 69000-88000 Yearly Salary PI7b7bb80e8b3f-37820-37167719

Supervisors oversee engagements and direct staff efforts within the firm to assist our clients, management, owners and/or others charged with governance of privately held businesses, not for profit organizations, governmental entities, employee benefit plans and individuals. The Supervisor provides accounting, auditing, tax and/or other consulting services to clients within established firm and accounting guidelines. Other reasonable duties as assigned. Supervisor will perform all duties described in the staff and senior accountant job description. In general, approximately 75% - 80% of your time will be associated with these assigned tasks to include but are not limited to: 1. Perform and/or oversee and review planning and fieldwork procedures in accounting and auditing engagements (including client inquiry, analytics and testing)., 2. Perform and/or oversee and review the preparation of financial statements., 3. Perform and/or oversee and review the preparation federal and state income tax returns for corporate, individual, partnership, fiduciary, trusts, estates and non-profits., 4. Perform and/or oversee and review any other governmental filing as necessary., 5. Identify areas of concern or new areas that would require research of accounting and/or tax standards and applicable legislation. Perform the necessary research., 6. Continue to enhance communication skills with internal teams and management., 7. May serve as primary contact with a client., 8. Perform engagement evaluations of staff, senior accountants and interns on assigned engagements. The remaining 20% - 25% of your time will likely be devoted to the following: 1. Participate in firm directed CPE and on the job training., 2. Networking and business development, 3. In-house projects (committees, working groups, etc.), 4. Mentoring, training, development of newer staff MINIMUM REQUIREMENTS Candidates must have a B.S. in Accounting or a closely related degree. MST, MSA or other industry related graduate degree is preferred. Must have a current, active CPA license. A minimum of three years of relevant professional work experience. Candidates must also have strong computer, communication and interpersonal skills, be organized, detail-oriented, energetic, and have a desire to learn. Must be able to excel in deadline-driven environment. Integrity, with an ability to handle confidential information is critical to this role. In addition, client contact is required, and this individual should be able to communicate effectively with client employees and members of a client’s management. The Supervisor works a standard day shift in an office environment. Role may require travel or alternate work schedule based on client needs. Compensation details: 92000-113000 Yearly Salary PI6f543a0fbcca-37820-40626656

$30 - $65/hourpayFinancemicro1 is the leading AI data lab for training frontier models and evaluating AI agents. Experts contribute their diverse subject matter knowledge across domains such as finance, healthcare, STEM engineering, and more. micro1 transforms that real-world expertise into high-quality training data, evaluations, and feedback loops that improve how AI systems learn, reason, and perform. Our platform identifies and vets top talent through an AI recruiter, enabling high-quality expert contributions at scale. We aim to enable 1 billion people to do meaningful work by applying their expertise to AI. As our global expert network grows, micro1 is building the human intelligence layer for frontier AI. Job Title: Finance Expert Job Type: Contractor Location: Remote Job Summary: In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required — your domain knowledge is what matters. Key Responsibilities: • Provide high-level insights and feedback on finance-related content, especially within Private Equity (PE) and Investment Banking (IB) domains., • Evaluate and refine financial models, reports, and documents to ensure accuracy and relevance., • Review and assess AI-generated outputs for correctness, clarity, and alignment with industry standards., • Collaborate with technical teams to communicate complex financial concepts effectively, both in written and verbal form., • Stay up-to-date with the latest trends and best practices in finance, particularly in the PE and IB sectors., • Deliver constructive, actionable recommendations to enhance AI training and outputs., • Serve as a subject matter expert, ensuring data integrity and the highest level of domain-specific nuance in all tasks. Required Skills and Qualifications: • Deep expertise in finance, with demonstrable experience in Private Equity and/or Investment Banking domains., • Exceptional written and verbal communication skills, able to explain intricate concepts clearly and concisely., • Strong analytical and problem-solving abilities, with a keen attention to detail., • Experience reviewing, editing, or creating complex financial materials., • Proven ability to work independently in a remote environment, managing deadlines and priorities efficiently., • High level of integrity and professional judgment in handling sensitive information., • Familiarity with industry standards, financial modeling, and reporting best practices. Preferred Qualifications: • Advanced degree in Finance, Economics, or a related field., • Prior experience contributing to AI, data annotation, or technology-driven finance projects., • Certifications such as CFA, CPA, or similar credentials are a distinct advantage.

financial planningbudgetingretirement planningdebt managementrisk managementcfp certificationcompliancewritten communicationverbal communicationclient relationship managementfinancial problem-solvingfiduciary standardholistic financial coachingmentoringworkflow/process developmentmicro1 is the leading AI data lab for training frontier models and evaluating AI agents. Experts contribute their diverse subject matter knowledge across domains such as finance, healthcare, STEM engineering, and more. micro1 transforms that real-world expertise into high-quality training data, evaluations, and feedback loops that improve how AI systems learn, reason, and perform. Our platform identifies and vets top talent through an AI recruiter, enabling high-quality expert contributions at scale. We aim to enable 1 billion people to do meaningful work by applying their expertise to AI. As our global expert network grows, micro1 is building the human intelligence layer for frontier AI. Job Title: Financial Advisor (CFA or CFP) Job Type: Contractor - US ONLY Location: Remote Job Summary: In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required — your domain knowledge is what matters. Key Responsibilities: • Evaluate and review realistic advisory scenarios involving budgets, emergency funds, debt management, retirement planning, and investment decisions tailored to mainstream households., • Assess AI-generated recommendations for suitability, clarity, compliance, and actionable practicality for W-2 earners and middle-income families., • Document how actual advisor-client conversations unfold, including prioritizing goals, discussing tradeoffs, and walking clients through decision points., • Detail decision rules, rules of thumb, and benchmarks commonly used in practice (e.g., cash reserve targets, debt payoff sequencing, retirement savings rates)., • Deliver clear, plain-language written feedback to enhance AI explanations, next steps, and client communication., • Identify and flag compliance or risk issues, emphasizing a fiduciary, client-first approach and appropriate referral scenarios (CPA, attorney, insurance)., • Contribute to the development of workflows and processes that reflect best practices in everyday personal finance advising. Required Skills and Qualifications: • Several years of hands-on, client-facing experience providing holistic financial planning to mainstream households in roles such as Financial Advisor, Wealth Advisor, or Personal Financial Consultant., • Expertise in budgeting, cash flow analysis, debt management, retirement savings strategies, college planning, and basic risk management (insurance needs analysis)., • CFP® certification strongly preferred (or CFP exam passed with substantial relevant experience); CFA, ChFC, or similar planning credentials considered with strong mainstream client work., • Exceptional written and verbal communication skills, with a talent for breaking down complex topics for non-experts., • Demonstrated commitment to fiduciary standards, compliance, and high-integrity client service., • Experience mentoring others, developing workflows, or standardizing planning processes., • Comfort working asynchronously and independently in a remote setting. Preferred Qualifications: • Prior experience in roles blending financial planning and ongoing coaching, such as workplace financial consultant or advisor at national firms., • Background designing or improving standardized planning processes or digital advisory journeys., • Familiarity with personal finance apps, digital advice platforms, or AI-driven tools and a strong interest in innovation within the advisory space.

$45 - $65/hourpaymicro1 is the leading AI data lab for training frontier models and evaluating AI agents. Experts contribute their diverse subject matter knowledge across domains such as finance, healthcare, STEM engineering, and more. micro1 transforms that real-world expertise into high-quality training data, evaluations, and feedback loops that improve how AI systems learn, reason, and perform. Our platform identifies and vets top talent through an AI recruiter, enabling high-quality expert contributions at scale. We aim to enable 1 billion people to do meaningful work by applying their expertise to AI. As our global expert network grows, micro1 is building the human intelligence layer for frontier AI. Job Title: Financial Planning and Analysis Expert Job Type: Contract Location: Remote Job Summary: In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. Key Responsibilities: • Analyze complex financial and marketing datasets to deliver actionable business intelligence., • Develop, refine, and implement advanced financial models, forecasts, and scenario analyses., • Create comprehensive rubrics using your field knowledge to enhance and refine AI models., • Prepare, review, and optimize financial reporting under US GAAP/IFRS standards., • Collaborate with cross-functional teams to support strategic planning and decision-making., • Ensure compliance with financial regulations and internal controls., • Advise on key SaaS metrics, including ARR, MRR, CAC, and LTV, to inform business strategies. Required Skills and Qualifications: • Bachelor’s degree in Accounting, Finance, Economics, Engineering, or a related quantitative field., • Minimum 3 years’ experience in finance, accounting, FP&A, audit, or SaaS finance., • Investment banking experience is highly preferred, • Exceptional written and verbal communication skills, with the ability to distill complex concepts for diverse audiences., • Strong analytical mindset and attention to detail. Preferred Qualifications: • CPA, CFA, or a similar advanced financial certification., • 7+ years of overall professional experience., • In-depth experience with SaaS metrics and performance analytics.

$45 - $65/hourpayAbout micro1micro1 connects domain experts to the development of frontier AI models. Real-world expertise is turned into training data, evaluations, and feedback loops that improve how models perform. AI labs and enterprises use micro1 to train models and build reliable AI agents through advanced evaluations and reinforcement learning environments. Experts contribute directly to how AI systems learn, reason, and perform across domains like finance, healthcare, engineering, and more. Our platform identifies and vets top talent through an AI recruiter, enabling high-quality contributions at scale.Our goal is to enable 1 billion people to do meaningful work by applying their expertise to AI. We’ve raised $40M+ in funding, and our AI recruiter has powered over 1 million AI-led interviews as our global network of experts grows into the human intelligence layer for AI. Job Title: Accountant Expert Job Type: Contract Location: Remote Job Summary: In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. Key Responsibilities: • Analyze and interpret complex marketing and financial data to identify key trends and insights., • Develop and implement standardized rubrics and frameworks to support AI model training and evaluation using domain knowledge., • Collaborate with cross-functional teams to ensure accounting accuracy and compliance within innovative technology projects., • Provide expert guidance on accounting principles to inform model development and data validation processes., • Document and communicate findings and recommendations clearly through exceptional written and verbal communication skills., • Continuously monitor industry best practices and integrate them into ongoing projects., • Support the customer's team in refining data-driven strategies by offering actionable accounting insights. Required Skills and Qualifications: • Bachelor’s degree in Accounting or a related field., • Minimum of 3 years of experience in accounting roles., • Strong written and verbal communication skills with attention to detail., • Proven experience analyzing data and applying accounting knowledge to solve complex problems., • Ability to create structured rubrics and frameworks for quantitative and qualitative analysis., • Comfort working in a remote, collaborative, and fast-paced environment., • Demonstrated capacity for critical thinking and independent problem-solving. Preferred Qualifications: • 7+ years of overall professional experience, preferably in diverse accounting environments., • Experience working with or supporting AI model development or related technology projects., • Advanced certifications in accounting or finance (e.g., CPA, CMA).

Job DescriptionSenior AuditorEmployment Type: Full Time, Mid-levelDepartment: Financial Services CGS is seeking a Senior Auditor who will assist the district legal staff by conducting medical claims data analysis, forensic investigations, financial damages, statistical sampling, and ability-to-pay analyses, which serve a significant role in determinations regarding investigations, prosecutions, settlements, and recovery in these matters, which can be voluminous and complex. CGS brings motivated, highly skilled, and creative people together to solve the government’s most dynamic problems with cutting-edge technology. To carry out our mission, we are seeking candidates who are excited to contribute to government innovation, appreciate collaboration, and can anticipate the needs of others. Here at CGS, we offer an environment in which our employees feel supported, and we encourage professional growth through various learning opportunities. Skills and attributes for success- Analyze complex personal and business financial records for purposes to include identifying payments and kickbacks, tracing money flows, identifying assets, identifying sources and uses of cash, and quantifying damages.- Analyze and calculate ability to pay settlements and judgments, including analyzing debt covenants, borrowing capacity, adjusted earnings and earnings per share, financial ratios, accounts receivable and accounts payable, aging schedules, tax considerations, assessing collectability, and developing payment terms and schedules.- Identify, quantify, and understand related party transactions.- Analyze healthcare claims and other data.- Create financial damage models for use in litigation.- Conduct asset valuation.- Conduct records reconstruction.- Develop computerized models to assist in the presentation of financial evidence.- Report on financial data and evidence.- Communicate findings to attorneys and investigators.- Review defense presentations, expert reports, and arguments.- Work with independent experts.- Prepare expert reports for litigation.- Participate in negotiations as requested.- Testify as required.- Perform training and give presentations on data analysis tools and experience. Qualifications- Minimum of 5 years of experience in forensic financial accounting, litigation consulting, and/or health care fraud analysis required.- The resume must demonstrate experience that illustrates a clear understanding of the rules of evidence and civil procedures, the admissibility and inadmissibility of evidence, the elements of the violation(s) under investigation, and other applicable policies required to support criminal and civil investigations. Ideally, you will also have- Experience preparing expert reports and other trial preparation preferred. CPA preferred.- Certified Fraud Examiner preferred. Our CommitmentContact Government Services (CGS) strives to simplify and enhance government bureaucracy through the optimization of human, technical, and financial resources. We combine cutting-edge technology with world-class personnel to deliver customized solutions that fit our client’s specific needs. We are committed to solving the most challenging and dynamic problems. For the past seven years, we’ve been growing our government contracting portfolio, and along the way, we’ve created valuable partnerships by demonstrating a commitment to honesty, professionalism, and quality work. Here at CGS we value honesty through hard work and self-awareness, professionalism in all we do, and to deliver the best quality to our consumers mending those relations for years to come. We care about our employees. Therefore, we offer a comprehensive benefits package.- Health, Dental, and Vision- Life Insurance- 401k- Flexible Spending Account (Health, Dependent Care, and Commuter)- Paid Time Off and Observance of State/Federal Holidays Contact Government Services, LLC is an Equal Opportunity Employer. Applicants will be considered without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Join our team and become part of meaningful government innovation! Explore additional job opportunities with CGS on our Job Board:https://cgsfederal.com/join-our-team/ For more information about CGS please visit https://www.cgsfederal.com or contact:Email: info@cgsfederal.com #CJ We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Description A growing, mid-sized organization in the Capital Region is adding a new Assistant Controller role due to continued growth. This is a high-impact position with direct exposure to leadership and a clear path for advancement. For immediate consideration, please contact Carmen Warga in our Albany, NY office. What You’ll Do • Support monthly close, financial reporting, and audits, • Partner with operations on job costing, budgets, and forecasting, • Oversee GL, cash management, and reconciliations, • Manage AP/AR and assist with payroll oversight, • Strengthen internal controls and ensure compliance What They’re Looking For • Bachelor’s in Accounting/Finance, • Strong GAAP + Excel skills, • Foundation, QuickBooks, or similar systems experience, • CPA (or pursuing) is a plus

A great opportunity to join a growing CPA Firm that is offering the opportunity to move into a Accounting Manager in the near future! This Jobot Job is hosted by: Lauren Lehman Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $90,000 - $110,000 per year A bit about us: We are representing a small CPA firm in St. Petersburg that is focused on quality over quantity. They are seeking a Senior Accountant who is looking to grow into a Manager within the near future. They also do not have time sheets / promote work life balance! Apply today to learn more details! Why join us? • Competitive Base Salary!, • Competitive Bonus Package!, • 100% paid for Benefits Package!, • Flexible Work Schedule (2x remote per week)!, • Accelerated Career Growth (Manager track)! Job Details Who We Are Looking For: We seek a forward-thinking professional who aspires to go beyond back-office compliance and become a trusted business advisor. This role is not only about maintaining our high standards in tax services but also about expanding into regular, proactive business consulting to help our clients thrive. Key Responsibilities: Conduct first level technical reviews of tax returns and workpapers for individuals, partnerships, s-corporations, trusts, and corporations, ensuring completeness and accuracy. Assist in managing client expectations and be responsive to their communications/emails (24-48 hour turnaround time) and ensure all client deliverables are timely met. Prepare federal and state income tax returns, ensuring top-quality compliance as part of broader business insights. Mentor and lead tax staff in both compliance and advisory capacities. Conduct in-depth federal and state tax research and proactive tax planning and offer solutions. Prepare and analyze quarterly and year-end financial projections for clients. Support management with capacity planning for yourself and associates you are responsible for. Required Skills and Experience: Bachelor's or master’s in accounting from an accredited college or university. CPA or EA certification preferred. Minimum 2 years of relevant experience in business and individual income tax preparation/review (1120, 1120S, 1065, 1040). Strong desire to transition into a consultative role and take on management responsibilities. Proven ability to manage multiple projects and deadlines. Excellent communication and interpersonal skills to build relationships with clients and mentor staff. Benefits: Hybrid work schedule. Competitive Paid Time Off (PTO). Fully paid medical/health insurance. Paid firm holidays. Retirement match. Bonus eligible. Profit share eligible. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

Job DescriptionTax Manager / Senior Manager (High Net Worth/Ultra High Net Worth1040 Focus) Fully Remote (U.S.) | Travel to NE US 3-4X Per Year If you love working with high-net-worth individuals and families, but you are tired of the always-on grind that never matches real life, this might be your lane. Our client is a growing CPA firm that is intentionally building a family-friendly, flexible culture.They are expanding their HNW and UHNW individual tax practice and want a manager or senior manager who can lead complex 1040 work, advise clients proactively, and coach a team without the pressure-cooker expectations that burn good people out. A Different Culture - A Different Mindset • Remote-first: Work from where you do your best work., • Reasonable travel: You do not need to live in Buffalo, but you should be open to visiting periodically for relationship-building and key moments., • Growth runway: This is a strategic hire tied to continued growth in HNW 1040 work and related planning., • Culture matters: Flexibility, trust, and sustainability are not slogans here. What Will Your Day Look Like? Lead complex 1040 engagements and serve as the "face of the firm" for a HNW/UHNW book of clients • Review and manage complex Forms 1040 and related filings, including multi-state returns., • Handle Schedule C, E, and F activities., • Work with pass-through entity K-1s (partnerships, S corps, trusts)., • Support foreign reporting needs such as FBAR and Forms 8938, 5471, 8865, 3520, and 3520-A., • Coordinate trust and estate income tax matters including Forms 1041.Deliver proactive planning that clients feel, • Identify and resolve complex issues tied to investment income, private equity, and hedge funds., • Support planning around equity compensation (ISOs, RSUs, QSBS), real estate, and charitable planning including donor-advised funds., • Navigate AMT, NIIT, and SALT considerations., • Stay current on tax law changes and translate them into clear action steps.Be the trusted point of contact, • Own client relationships with HNW individuals and family groups., • Lead year-end planning, estimated strategies, and life event planning (liquidity events, retirement, business sales)., • Coordinate with wealth managers, attorneys, and family office stakeholders.Lead a team like a real leader, • Manage budgets, deadlines, workflow, and quality across multiple engagements., • Review work with clarity and kindness., • Mentor seniors and staff on technical skills and client communication., • Improve processes and drive efficiencies.What will success look like?, • Clients feel supported, informed, and confident., • Returns are timely, accurate, and thoughtfully reviewed., • Staff feel coached and developed, not just reviewed., • Planning opportunities are identified proactively.What you bring:, • CPA required. Client will consider an EA or JD, • 6 to 10+ years in public accounting with a strong HNW individual tax focus, • Deep expertise in complex individual tax matters and strong review skills, • Experience mentoring teams and managing competing deadlines, • Strong ability to explain complex topics to non-technical clients Nice to have: • Trust, estate, and gift exposure, • Private equity, hedge funds, or alternative investment exposure, • Familiarity with CCH Axcess or similar platforms If you've been contemplating a possible move - or even just wondering what options may exist in the market in relation to your skills and value, reach out for a confidential conversation and let's see if a role like this could be the missing piece to your career puzzle.

Job DescriptionFinancial Reporting Manager Financial Reporting Manager Company Overview We are located in the Albany, NY area and we are a widely-known healthcare company (Non-profit) that has been serving the area for over 20 years! We have a collective goal/initiative to improve healthcare and genuinely enjoy the work we do. We also have an excellent benefits package and pride ourselves in a great work-life balance. Position Overview The Financial Reporting Manager will lead the preparation, review and delivery of accurate, timely external and internal financial statements and reports in accordance with GAAP. This role is responsible for managing the month-end and close process, ensuring strong internal controls, coordinating audits, and providing financial analysis to support decision-making. The ideal candidate is a CPA with deep financial reporting expertise and experience supervising accounting teams, with preference given to those with healthcare, hospital, nonprofit or public accounting backgrounds. Key Responsibilities • Lead preparation and review of monthly, quarterly and annual financial statements, footnotes and disclosures in accordance with GAAP., • Own the month-end and close process, ensuring timely account reconciliations and variance analysis., • Manage and mentor a team of accountants; delegate tasks, review work and support professional development., • Coordinate external and internal audits, serve as primary contact for auditors and ensure timely delivery of audit schedules and responses., • Maintain and enhance internal controls over financial reporting and ensure compliance with AICPA and other professional standards., • Monitor FASB pronouncements and collaborate with leadership to implement new accounting standards and disclosure requirements., • Prepare analysis to support budgeting, forecasting and management reporting; present findings and recommendations to senior leadership., • Drive process improvements and system enhancements to increase accuracy and efficiency in financial reporting., • Partner with cross-functional stakeholders (finance, operations, clinical leadership) to ensure reporting aligns with business drivers and regulatory requirements. Qualifications • Certified Public Accountant (CPA) required., • 5+ years of progressive accounting experience with a strong emphasis on financial reporting; supervisory experience preferred., • Demonstrated expertise in Financial Reporting and account reconciliations, including preparation of complex journal entries and reconciliations., • Strong knowledge of GAAP and experience applying FASB standards; ability to interpret new accounting guidance., • Experience with budgeting, forecasting and financial analysis to support decision-making., • Experience in healthcare, hospital, nonprofit or not-for-profit accounting is highly desirable., • Public accounting experience, especially in audit or financial statement engagements, is a plus., • Familiarity with AICPA guidance and audit processes; experience coordinating external audits., • Excellent technical accounting skills, strong attention to detail, and proven problem-solving abilities., • Effective communicator with the ability to present financial information to technical and non-technical audiences and collaborate across functions. Benefits • Medical, • Dental, • Vision, • 401k, • PTO - For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This job was first posted by CyberCoders on 06/10/2026 and applications will be accepted on an ongoing basis until the position is filled or closed.Everforth CyberCoders is proud to be an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications, and a virtual recruiter as part of the application process. A human recruiter reviews all results. Click here for details on our virtual recruiter . Everforth CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Everforth CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at Benefits@CyberCoders.com to make arrangements.

Job Description Wojeski & Company is an Albany, New York based CPA firm with over 50 team members, an excellent reputation and a great culture. We are "accountants with personality," known for our expertise, high service standards, impeccable integrity, community involvement and fun! Our service-oriented firm provides audit, tax, and consulting services to a broad range of clients. Wojeski is seeking positive and energetic self-driven individuals to join our tax team. The position is for growth-oriented professionals focused on building a career in public accounting with opportunities to progress at all levels. Team members in our tax department work extensively on not only the preparation and compliance of corporate, partnership, individual, estate and trust tax filing, but also gain exposure to a broad range of other business and tax related matters consisting of international tax, research and value add consulting. If you are passionate about being impactful to your clients, while working in a collaborative and fun environment, this is the perfect opportunity to develop enhanced tax skills with direct client contact in a team environment. Wojeski is seeking a Manager with a minimum of 5 years' experience working in a CPA firm. We are looking for a tax and accounting expert to manage and facilitate the accurate review of individual, trust, partnership and corporate tax returns. The ideal candidate is a team player who manages a team to greater performance, creates and implements tax plans and works with the internal and external leadership teams to identify opportunities for process improvement and potential areas of risk. Key Responsibilities and Skills: • Facilitate and manage the preparation and review federal and state tax returns and the accurate, timely filling of all tax forms., • Maintain effective control procedures over all aspects of the tax process., • Manage and mentor members of tax team to greater levels of effectiveness and engagement., • Review tax returns and quarterly/ yearly tax projections., • Flexibility to manage a fast-paced environment, multiple client projects, and meet all deliverables and deadlines, especially during busy season, • Excellent written and verbal communication skills, • Ongoing commitment to continuing education and professional growth, • Strong attention to detail and a passion for excellence, • Positive attitude focused on enhancing the firm's culture and an open-mindedness to change Software Skills: • CCH Suite of Products: Pro-Fx Tax, Engagement, Document, Portal, • Microsoft Office Products with proficiency in Excel, • Proficient in technology and a paperless environment Education: • BS/BA in Tax, Accountancy or related concentrations, • Masters in Tax or Accountancy or a plan to pursue, encouraged but not required, • CPA certification or a plan to pursue

Job DescriptionTax Compliance Specialist100% Remote Role | EST or CST Timezone Required Base Comp to $80K | Growth-Focused Advisory Firm | Amazing Work-Life Balance Our client is a strategic tax and advisory firm that works with SMB owners and high-net-worth individuals who want more from their tax team than a once-a-year return. The work here goes beyond form completion. Every return is treated as a reflection of the client's full financial picture - and the people doing that work are expected to think that way too. They are adding a Tax Preparation Specialist to collaboratively manage an assigned client book, produce accurate individual and business returns, and help connect the dots between preparation and the planning opportunities that live inside every file. If you take ownership of your work, sweat the details, and want to be part of a team that actually cares about the quality of what goes out the door - keep reading. Location: Fully Remote | Time Zone: Eastern or Central | Busy Season Under 50 Hours!! What's Different About This Role? • Preparation with a purpose. This is not a factory. Every return is treated as an accurate reflection of the client's facts and circumstances - and you are expected to think beyond the forms., • Planning visibility. You will flag planning opportunities that surface during prep and escalate them to the advisory team. You are part of a larger process, not a silo., • Remote with structure. Fully remote but with consistent team interaction - virtual meetings, semiannual in-person conferences, and a team that expects you to be present and engaged., • Certification investment. The firm pays bonuses for CPA ($2,000), EA ($1,500), MSA/MST completion ($2,500), and approved advanced CPE ($500). They are putting money behind your growth., • 100% benefits coverage. Employee health insurance is fully covered by the firm after 60 days. Education assistance up to $5,250 after one year. What Will You Be Expected To Do? • Independently manage assigned client files from document intake through completed return - start to finish. While our client has no issue - and in fact, enjoys mentoring/development - what they won't do is hand-hold or babysit, • Prepare individual returns for small business owners and high-net-worth individuals with accuracy and attention to each client's specific facts and circumstances, • Prepare business returns including entity returns for small business clients as assigned - 1065/1120S, • Review client-provided documents for completeness, spot inconsistencies, and follow up on missing or unclear information, • Identify potential planning opportunities during the preparation process and escalate them to the appropriate team member - entity structure, estimated tax needs, retirement planning, compensation, and similar issues, • Maintain clean, organized workpapers, notes, and supporting documentation for every file, • Communicate clearly and professionally with clients on open items, return status, and document requests, • Follow firm workflows, checklists, and internal systems with precision and accountability, • Flag bottlenecks, recurring issues, or process gaps and bring practical solutions to the table, • Stay current on tax law changes and IRS guidance - this is expected, not optional What Will You Bring To The Table? • 1 or more years of experience in public accounting or tax preparation, • Solid individual return preparation experience - small business owners and high-net-worth individuals preferred, • Business return experience is a strong plus, • Strong fundamentals in tax law and preparation - you know what you are doing and why, • Ability to manage multiple client files and deadlines simultaneously without losing accuracy, • Clear written and verbal communication - with clients and with the internal team, • Self-directed and accountable - fully remote means you own your deadlines and your quality, • An ego-free approach to feedback, problem solving, and doing things the right way even when no one is watching Preferred: Experience with QuickBooks, ProConnect, Corvee, ClickUp, or Excel. CPA, EA, or active progress toward either. Prior remote work experience in professional services. Just To Clarify, What This Role Is Not... • It is not a review role - you are doing the work, not overseeing someone else doing it, • It is not a compliance-only seat - you are expected to think about the client's full picture, not just get the return filed, • It is not a fit for someone who needs a lot of direction or structure provided for them - ownership is the baseline expectation here What Is The Comp & Work Setup? • Base Salary: $68,000 - $80,000 DOE, • Health Insurance: 100% employee coverage, effective after 60 days, • Education Assistance: Up to $5,250 annually after one year, subject to approval, • CPE Access: CPE.com included, • Certification Bonuses: CPA $2,000 / EA $1,500 / MSA or MST $2,500 / Advanced CPE $500, • Work Setup: Fully remote, Eastern or Central time zone required, • In-Person Gatherings: Required virtual meetings and semiannual in-person conferences If you are a tax professional who takes ownership of your work, cares about doing it right, and wants to be part of a firm that treats preparation as more than a transaction - reach out. This is a team worth being on.

Job Description Wojeski & Company is a thriving, mid-sized CPA firm with an excellent reputation and a distinct culture. We are "accountants with personality" known for our expertise, high service standards, impeccable integrity, community involvement and fun! Our service-oriented firm provides bookkeeping, audit, tax and consulting services to a broad range of clients. Senior Accounting Associate We are seeking a "hands-on", Senior Accounting Associate to join our rapidly growing Outsourced Accounting Solutions (OAS) team. We are looking for an individual with general business knowledge and advanced bookkeeping skills to support our clients. The position requires work within the Wojeski office and at various client locations around the Capital District of New York State. Key Responsibilities: • Supports OAS operations by monitoring and approving financial processing, reporting, and supervising staff, • Perform monthly account reconciliations and prepare trial balances for month-end/quarter-end review, • Demonstrate knowledge of the general ledger and make journal entries, • Record daily transactions and properly post to the general ledger, • Invoice and properly record payments and accounts receivable, • Manage accounts payable and weekly check disbursements, • Coach clients with tasks and issues that arise in the accounting function of their businesses, • Create and track classes in QuickBooks Qualifications: • High-school diploma or equivalent is required, • Associates or bachelor's degree in business or accounting is preferred, • 2 to 3 years relevant supervisory experience, • 3 to 5 years relevant bookkeeping experience, • Proficiency in QuickBooks Desktop, QuickBooks Online, and Office 365 products (especially Excel), • Excellent organizational skills, • Advanced understanding of the balance sheet and profit and loss statement, • Ability to manage multiple projects and staff members for different types of clients, in a fast-paced environment, • Ability to learn quickly and work both independently and as a team member to complete tasks, • Meticulous attention to detail and follow-through, • Excellent communication and customer service skills; ability to interact with clients, • Knowledge of business organizational structures, • Knowledge of payroll processing and payroll taxes, • Positive attitude focused on enhancing the firm's culture and an open-mindedness to change. Benefits and Perks Include: • Company Outings, • In-Office Events, • Competitive compensation and PTO, • 401(k) program with employer match, • Discounted Financial Planning/Counseling, • Flexible Schedules, • Reduced Summer Hours, • Hybrid Work From Home Policy, • Health and Wellness Benefits, • Mentorship and Learning Development

Job Description Wojeski & Company is an Albany, New York based CPA mid-size Firm with an excellent reputation and a great culture. We are "accountants with personality" known for our expertise, high service standards, impeccable integrity, community involvement and fun! Our service-oriented firm provides audit, tax, and consulting services to a broad range of clients. Position Summary: The Audit Associate will be responsible for performing necessary procedures in attestation engagements for clients in accordance with applicable accounting standards. This position will assist audit senior associated and managers with tasks and assigned projects, and work with a diverse client base. The audit associate should be eager to develop the fundamental knowledge and technical skills to grow into a senior role within the firm. Responsibilities: • Perform and assist with audits, reviews and compilations for clients in various industries., • Prepare financial statements, reports and other required compliance information., • Assist with the coordination of the planning, fieldwork and wrap-up of engagements., • Develop effective working relationships with clients, • Communicate with managers and partners, keeping them apprised of project status, • Interaction with clients to help ensure that requests and information is received for the engagement, • Have initiative to learn and develop new audit and attest skills, • Maintain and promote the ideals, values, mission, and vision of Wojeski & Co. Qualifications: • Bachelor's or Master's degree in accounting, • CPA candidate, if not already obtained, • 1+ years of public accounting auditing experience, • Strong computer skills, • Strong written and oral communication skills, • Ability to work addition hours during peak client service delivery times Benefits and Perks Include: • Company Outings, • In-Office Events, • Competitive compensation and PTO, • 401(k) program with employer match, • Discounted Financial Planning/Counseling, • Flexible Schedules, • Reduced Summer Hours, • Work From Home Policy, • CPE Exam Reimbursement, • Health and Wellness Benefits, • Mentorship and Learning Development

Job Description Wojeski & Company is a thriving CPA and business advisory Firm with an excellent reputation and a distinct culture. We are "accountants with personality" - known for our expertise, high service standards, impeccable integrity, community involvement and fun! Our service-oriented Firm provides bookkeeping, audit, tax and consulting services to a broad range of clients throughout New York State and beyond. We are a proud member firm of Russell Bedford International, a global network of independent professional firms. As the OAS Director, you will lead the firm's outsourced accounting practice, overseeing outsourced accounting, financial reporting, system implementations, and advisory services. You will work closely with business owners and finance professionals, ensuring delivery of high-quality services while driving innovation and efficiency within the OAS team. This is a leadership role with significant client-facing responsibilities and opportunities for strategic impact for the firm. Key Responsibilities: • Lead the growth, strategy, and delivery of the OAS practice, • Oversee and review client engagements including bookkeeping, financial statement preparation, budgeting, forecasting, and KPI development, • Grow, manage, and mentor a team of accounting professionals, • Serve as the primary advisor for key OAS clients, providing financial insight and strategic guidance, • Identify opportunities for process improvement and technology implementation (e.g., QuickBooks Online, Bill.com, Gusto, Sage, XERO etc.), • Collaborate with firm leadership on cross-functional initiatives and client development, • Introduce other firm offerings to clients where appropriate, • Ensure compliance with accounting standards and firm quality controls Qualifications: • CPA designation preferred, • 10+ years of accounting experience, with at least 3 years in a public accounting or outsourced accounting environment, • Proven leadership experience managing teams and client relationships, • Strong knowledge of cloud accounting platforms and process automation tools, • Excellent communication and organizational skills, • Strategic thinker with a client service mindset What We Offer: • Competitive compensation and PTO, • 401(k) program with employer match, • Flexible Schedules, • Reduced Summer Hours, • Hybrid Work from Home Policy, • Company Outings, • Mentorship and Learning Development

Job Description *Applicants MUST submit a cover letter with resume to be considered. *This position will require in-office presence. Hybrid work schedules may be possible based on specific job duties and consistent with ESD policy. *Minorities, women, and individuals with disabilities are encouraged to apply. Please contact Human Resources if you require an accommodation. BASIC FUNCTION: Provide independent review and effective internal audit coverage for ESD (ESD/DED) by conducting financial, operational, compliance, and program audits. The objective is to evaluate and recommend improvements to the system of internal controls and the effectiveness and efficiency of ESD/DED operations. WORK PERFORMED: • With moderate supervision, conducts financial, operational, compliance and program audits, after planning, organizing and implementing a comprehensive audit program and approach., • Reviews and evaluates the system of internal and management controls and assesses the likelihood of financial errors and identifies dollar errors which have occurred., • Evaluates the effectiveness of programs or operations under audit, identifying and documenting audit recommendations and obtains responses from management., • Maintains a strategic perspective in identifying potential concerns, assessing financial risks and procedural issues, taking into consideration the impact of the various departmental inter-relationships., • Prepares formal Audit Reports, with moderate supervision, for presentation to management, and obtains and evaluates (with AVP/VP input) adequacy of Management’s responses., • Perform one or more multiple ongoing project assignments. Responsible for completing audits in an effective and efficient manner, with moderate supervision. Takes initiative to inquire about new projects when others are completed or postponed and monitor ongoing events of projects., • Responsible for input and action regarding audit decisions during the audit and provide input to Audit superiors to assist the department in deciding who and what to audit and when., • Assist in conduct of the annual internal control certification process., • Perform other duties as assigned. MINIMUM REQUIREMENTS: Education Level required: Bachelor’s degree. Associate degree with 6+ years of direct relevant experience may substitute for BA requirement. MBA / professional certification (CPA, CIA, CISA or CMA) helpful. Relevant experience required: Four + years of business experience including 2 or more years of internal/external audit. Additional experience in private industry or government, with exposure to controls in such diverse functional areas as accounting, finance, operations (service-based), information systems and project management. Knowledge required: Techniques of internal/external auditing; principles of internal controls; strong written, oral and interpersonal communication skills; basic PC skills (spreadsheet and word processing).

Job Description Wojeski & Company is a mid-size Albany, New York based CPA Firm with an excellent reputation and great culture. We are "accountants with personality" known for our expertise, high service standards, impeccable integrity, community involvement and fun! Our service-oriented firm provides audit, tax, and consulting services to a broad range of clients. Senior Tax Associate Wojeski is seeking positive and energetic self-driven individuals to join our tax team. The position is for growth-oriented professionals focused on building a career in public accounting with opportunities to progress at all levels. Team members in our tax department work extensively on not only the preparation and compliance of corporate, partnership, individual, estate and trust tax filing, but also gain exposure to a broad range of other business and tax related matters consisting of international tax, research and value add consulting. If you are passionate about being impactful to your clients, while working in a collaborative and fun environment, this is the perfect opportunity to develop enhanced tax skills with direct client contact in a team environment. Wojeski is seeking a Tax Senior Accountant with a minimum of 3 years' experience working in a public accounting firm. Key Responsibilities: • Prepare and review federal, state, and local income tax returns for individuals, corporations, partnerships, and trusts., • Manage and oversee tax planning and compliance projects for multiple clients., • Conduct tax research and analysis to provide strategic tax advice and solutions to clients., • Collaborate with team members to ensure accurate and timely tax filings., • Assist with tax audits and respond to inquiries from tax authorities., • Develop and maintain strong relationships with clients, providing exceptional customer service., • Mentor and provide guidance to staff tax accountants and other staff members. Qualifications: • Bachelor's degree in accounting, Finance, or a related field; CPA or Enrolled Agent (EA) designation preferred., • Minimum of 3 years of experience in public accounting, with a focus on tax., • Strong knowledge of federal, state, and local tax laws and regulations., • Proficiency in CCH software Suite and Microsoft Office Suite., • Excellent analytical, problem-solving, and organizational skills., • Strong attention to detail and ability to manage multiple projects and deadlines., • Effective communication and interpersonal skills, with the ability to build and maintain client relationships., • Ability to work independently and as part of a team., • Flexibility to manage a fast-paced environment, multiple client projects, and meet all deliverables and deadlines, especially during busy season., • Positive attitude focused on enhancing the firm's culture and an open-mindedness to change. Benefits and Perks Include: • Company Outings, • In-Office Events, • Competitive compensation and PTO, • 401(k) program with employer match, • Discounted Financial Planning/Counseling, • Flexible Schedules, • Reduced Summer Hours, • Work From Home Policy, • CPE Exam Reimbursement, • Health and Wellness Benefits, • Mentorship and Learning Development

Job Description [Position] CFO (Chief Financial Officer) [Job Summary] This executive position requires a seasoned finance professional who will be responsible for financial planning, risk management, record-keeping, and financial reporting. This role also plays a key part in liaising with our stakeholders, including investors, banks, and regulatory bodies. [Job Description] • Oversee all financial operations, including budgeting, forecasting, financial reporting, and analysis., • Manage financial risks and ensure compliance with all financial regulations and standards., • Establish and monitor key financial performance indicators to guide decision-making., • Lead the finance team, providing mentorship, guidance, and development opportunities., • Prepare and present financial reports to the executive team and the board of directors., • Direct financial audits and liaise with external auditors., • Manage relationships with financial institutions and stakeholders., • Drive investment activities and support the company’s strategic initiatives., • Conduct market analysis to identify growth opportunities and financial trends. Requirements [Qualifications] 1. Bachelor's degree in Finance, Accounting, or related field; MBA or a related advanced degree preferred., 2. CPA or equivalent certification is strongly preferred., 3. Minimum of 10 years of experience in financial management or related field, with significant experience in a leadership role., 4. Proven ability to develop financial strategies and manage complex financial structures., 5. Strong knowledge of financial reporting standards, risk management, and compliance., 6. Excellent analytical, problem-solving, and decision-making skills., 7. Exceptional communication and interpersonal skills, with the ability to effectively engage with stakeholders at all levels., 8. Bilingual proficiency in Korean and English, both written and spoken., 9. Strong leadership capabilities and a proven track record in team management., 10. Proficiency in financial software and tools; experience with ERP systems is a plus., 11. MUST have manufactory industry experiences, 12. Able to supervise Treasury, AP/AR, HR/Payroll, SCM Benefits Health Insurance 401k PTO

Job Description POSSIBLE HYBRID WORKPLACE OPPORTUNITY New York State Homes and Community Renewal (HCR) is the State’s affordable housing agency, with a mission to build, preserve, and protect affordable housing and increase homeownership throughout New York State. This position is with HCR's Housing Trust Fund Corporation (HTFC). HTFC is a public benefit corporation. This is not a civil service position and does not require a civil service exam. Candidates must meet the minimum qualifications outlined below to be considered. NYS Homes and Community Renewal (HCR) is committed to fostering a culture of diversity, equity, inclusion, and accessibility. Our work would not be possible without the diverse backgrounds, experiences, ideas, and abilities of our employees. HCR is committed to developing a workforce which represents the diverse population of New York State. HCR embraces a diverse and inclusive work environment by encouraging all individuals, including those with disabilities, to apply to open positions at the agency. The Office of Internal Audit is responsible for administering a comprehensive audit and review program that provides assurance, consulting and other review services designed to add value and improve both the Division of Homes and Community Renewal (DHCR) and HTFC operations. Under the direction of the Director of Internal Audit and Quality Control, the audit team conducts internal audits based on an annual audit plan. JOB SUMMARY: Under the general direction of an Internal Auditor 2 or another supervisor, the Internal Auditor 1 serves as a member of the internal audit team. The Internal Auditor 1 will perform internal audits to provide independent assurance that the organization’s risk management, governance and internal control processes are operating effectively. DUTIES AND RESPONSIBILITIES: • Evaluates internal controls and examines source documents, • Documents work in conformance with established standards, • Discusses administrative and operating practices with appropriate department personnel, • Evaluates and appraises operations for compliance with established procedures and evaluates procedures for effectiveness and efficiency, • Has responsibility for the development of the audit plan, audit testing procedures, preparation of working papers and drafting of the audit report in accordance with required standards, • Participates in quality assurance of internal audits, • Performs other projects or special assignments as assigned by the supervisor or the Director, • Keeps supervisor apprised of key developments and activities, • Maintains professional working relationships with management and staff of agencies, • Conducts follow-up reviews independently to determine whether recommendations have been implemented timely, • Obtains continuing professional education credits as required WHO YOU ARE: • Bachelor’s degree and 2 years of experience required., • Substitutions: four years of specialized experience or associate degree and two years of specialized experience may substitute for bachelor’s degree; J.D. or master’s degree may substitute for one year of specialized experience; Ph.D. may substitute for two years of specialized experience., • Ability to establish effective working relationships, • Excellent oral and written communication skills., • Strong analytical and organizational skills., • It is preferred that the candidate possesses a certification as an Internal Auditor by the Institute of Internal Auditors (IIA), such as the Certified Internal Auditor (CIA) or Internal Audit Practitioner designation; Certified Information Systems Auditor (CISA); Certified Information Systems Security Professional (CISSP); or be licensed as a Certified Public Accountant (CPA). WHAT WE OFFER AT NYS HCR: • Extensive benefits package including participation in New York State’s Health Insurance Program and New York State & Local Employees’ Retirement System., • Promotional opportunities for dedicated professionals., • Work-life balance benefits including a 37.5-hour work week, opportunity for compressed scheduling, and paid time off benefits (vacation, sick, personal days, and federal holidays)., • 12 weeks of Paid Parental Leave., • Paid Family Leave, • As a New York State employee, you may qualify to participate in the Federal Public Service Loan Forgiveness Program (PSLF). The PSLF Program forgives the remaining balance on your Direct Loans after you have made 120 qualifying monthly payments under an accepted repayment plan and while working full-time for an eligible employer. ABOUT NEW YORK STATE HOMES AND COMMUNITY RENEWAL: Under the leadership of Governor Kathy Hochul and Commissioner RuthAnne Visnauskas, HCR is a vibrant, innovative agency that integrates and leverages New York State’s housing resources. We have offices in New York City, Albany, Buffalo and Syracuse, and employ a diverse workforce of professionals who are hard-working and committed to serving low- and moderate-income families. Our mission is far-reaching, encompassing single and multifamily housing finance, home improvement, rent regulation, housing subsidies, and community development. We partner regularly with a variety of public and private stakeholders. Achieving this mission requires a wide range of skills and backgrounds in public policy, administration, real estate, construction, finance, law, and many other areas of expertise. We seek to provide a workplace environment that is productive, flexible, accountable, ethical, and caring. Our employees are empowered to make a difference where they live and work. We offer competitive pay and a comprehensive benefits package, including paid leave, health, dental, vision, retirement, and family-friendly policies. New York State is an Equal Opportunity Employer (EOE)

Job DescriptionTax Manager – Public Accounting | Hybrid or Remote Overview: A top-tier public accounting firm is hiring an experienced Tax Manager to help lead its growing tax practice. This is an opportunity to join a values-driven organization that places a high priority on flexibility, mentorship, and delivering client excellence. The firm supports hybrid work schedules and fully remote arrangements for the right candidate. Key Responsibilities: Lead client engagements, including planning, budgeting, and supervising tax preparation and review processes Provide expert-level tax compliance and consulting services to diverse clients Mentor and develop junior staff and seniors within the department Serve as a key point of contact for clients, offering proactive advice and fostering long-term relationships Stay current with tax legislation and ensure clients remain in compliance while identifying opportunities for tax savings Qualifications: Bachelor’s or Master’s degree in Accounting, Taxation, or related field CPA license required 5+ years of recent public accounting experience with a focus in tax Strong technical knowledge in federal, state, and local tax regulations Proven leadership ability and experience managing teams and client relationships Benefits & Work Environment: Flexible hybrid work environment or fully remote option Culture focused on professional excellence and personal well-being Supportive leadership and clear career advancement paths Competitive salary, bonus potential, and a robust benefits package Apply today by sending your resume to Joey@solidrockrecruiting.com or connect with me to learn more! Direct Phone: 605-601-4597

Job Description Wojeski & Company is a thriving, mid-sized CPA firm with an excellent reputation and a distinct culture. We are "accountants with personality" known for our expertise, high service standards, impeccable integrity, community involvement and fun! Our service-oriented firm provides bookkeeping, audit, tax and consulting services to a broad range of clients. We are currently seeking a dynamic and organized Accounting Manager with sound financial expertise and strong supervisory skills to join our growing Outsourced Accounting Solutions (OAS) team. The position reports to our OAS Managing Director and requires work within both the Wojeski office and at client locations around the Capital Region of New York. Key Responsibilities: Our OAS Accounting Manager will be responsible for: • Managing OAS staff and their associated general accounting workload to guarantee complete client satisfaction, • Standardizing and improving OAS practices and procedures while ensuring the highest quality final product to our clients, • Reviewing monthly account reconciliations and trial balances for periodic reporting to clients, • Assisting clients with tasks and issues that arise in the accounting function of their businesses, • Recruiting and hiring new members for the OAS team and conducting performance evaluations for the group, • Coordinating training programs for new staff while identifying training needs for existing staff, • Ability to develop and foster new business, • Performing other related duties as necessary or assigned Qualifications: Desired for our OAS Accounting Manager include: • Thorough proficiency in QuickBooks Desktop, QuickBooks Online and Excel, • Advanced understanding of balance sheets and profit and loss statements., • Capacity to manage multiple projects and staff members for different types of clients in a fast-paced environment, • The ability to interact with clients on a regular basis, • Ability to learn quickly and work both independently and as a team member to complete tasks, • Excellent organizational and time management skills, • First-rate communication and commitment to customer service, • Knowledge of business organizational structures, • Income tax experience is a plus but not required, • Positive attitude focused on enhancing the firm's culture and an open-mindedness to change. Required and strongly preferred experience: Our OAS Accounting Manager should have: • a Bachelors degree in Accounting, Finance or related field (required), • a minimum of five years of related experience (required), • accreditation as a QuickBooks Certified ProAdvisor (strongly preferred), • a Certified Public Accountant designation (preferred, but not required) Benefits and Perks Include: • Company Outings, • In-Office Events, • Competitive compensation and PTO, • 401(k) program with employer match, • Discounted Financial Planning/Counseling, • Flexible Schedules, • Reduced Summer Hours, • Hybrid Work From Home Policy, • Health and Wellness Benefits, • Mentorship and Learning Development

Job Description Fractional CFO Part-Time (Hybrid | Saratoga Springs, NY / Queensbury, NY / Albany, NY) $55-65/hour | Flexible Schedule | Exceptional Team Culture CEFO Advisors is seeking a Part-Time Fractional CFO to join our growing advisory team. This role is ideal for an experienced finance professional who enjoys working with small to mid-sized organizations, values variety in their work, and is interested in continuing to learn and grow in a collaborative, client-facing environment. With more than a decade of leadership in outsourced financial advisory services, CEFO Advisors partners with organizations across multiple industries to provide strategic financial guidance, operational insight, and forward-looking solutions. This position offers a flexible, hybrid schedule, combining remote work with time in our Saratoga Springs office and at client locations as needed. The Role: As a Part-Time Fractional CFO, you will partner directly with business owners, delivering strategic financial insights and managing high-impact projects from forecasting and systems implementation to M&A support and team development. You'll be a key player in driving growth, solving problems, and building better financial futures for our clients. You will work alongside an experienced team in a collaborative environment that encourages thoughtful problem-solving, exposure to new challenges, and continuous professional development. What We're Looking For: • Minimum 10 years of related experience in an accounting or financial management role (e.g., Senior Accounting Manager, Controller, Director of Finance/Accounting, CFO), • Strong client-facing and advisory background, • Excellent communication and negotiation skills required, • Willingness to learn, adapt, and grow within a dynamic advisory environment, • Deep understanding of GAAP, ERP systems, financial reporting, and financial strategy, • Experience with accounting systems such as QuickBooks, Sage products, or similar platforms. The ability to quickly learn and understand client systems is necessary. Experience with new system implementation is a plus., • Strong technology skills and advanced knowledge of Microsoft Excel, • A reliable, detail-obsessed, team-oriented professional, • Ability to manage multiple priorities across different clients and industries, • Confidentiality and promptness are of utmost importance Preferred/Plus Experience: • Nonprofit financial experience, • Prior CPA firm experience, • CPA, MBA, or CMA a plus!, • Contracting and/or manufacturing industry experience, • Mix of public accounting and private company experience preferred, but not critical. Please note: Candidates must be based within approximately 60 miles of Albany, NY and able to travel to our office and client sites as needed. What We Offer: • Competitive compensation with incentive and commission opportunities, • Flexible, part-time hybrid schedule (20 hours per week), • 401(k) with company match, • Paid time off, • Collaborative, team-oriented culture, • Opportunity to work with a diverse client base across industries, • Newly renovated, dog-friendly office in Saratoga Springs, NY CEFO Advisors is an Equal Opportunity Employer. We are committed to providing equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression marital status, veteran status, or any other characteristic protected by applicable federal, state, or local law. We also provide reasonable accommodations to qualified individuals with disabilities in accordance with applicable law. Qualified applicants will receive consideration for employment and advancement based on their qualifications and merit. This position requires the completion of a background check due to state and federal compliance requirements. Job Posted by ApplicantPro

Job Description Position Summary: The Audit Senior Associate will provide timely, accurate and reliable completion of client assignments while ensuring delivery is consistent with Manager/Partner and client expectations. In this role, the Audit Senior Associate will focus on developing skills, building their technical skill base, and understanding and executing diligent client service. If you are passionate about being impactful to your clients, while working in a collaborative and fun environment, this is the perfect opportunity to develop enhanced audit and assurance skills with direct client contact in a team environment. Key Responsibilities and Skills: • Plan, supervise and perform audits, reviews and compilation engagements in various business types., • Prepare financial statements, reports and other required compliance information., • Review work product to ensure accuracy and timeliness., • Develop effective working relationships with clients, • Identify and research accounting and auditing issues, develop solutions and prepare written conclusions, • Management multiple engagements concurrently to meet client deadlines, • Develop awareness of budget constraints and project realization, • Communicate with managers and partners, keeping them apprised of project status, • Have initiative to learn and develop new audit and attest skills, • Provide training and support to staff and promote open communication to the partners and managers., • Maintain and promote the values, mission, and vision of Wojeski & Co. Qualifications: • Bachelor's or Master's degree in Accounting or related field, • Current CPA license or CPA candidate, • 2-5 years of public accounting auditing experience, • Demonstrated knowledge of accounting principles and standards, • Strong computer and software skills - experience with Microsoft Office Products, CCH Suite is desired, • Excellent analytical and technical skills, • Exceptional client service skills, • Strong written and oral communication skills, • Ability to manage multiple work assignments and complete projects in a results-oriented team environment, • Ability to work addition hours during peak client service delivery times, • Strong organizational and project management skills and attention to detail Benefits and Perks Include: • Company Outings, • In-Office Events, • Competitive compensation and PTO, • 401(k) program with employer match, • Discounted Financial Planning/Counseling, • Flexible Schedules, • Reduced Summer Hours, • Work From Home Policy, • CPE Exam Reimbursement, • Health and Wellness Benefits, • Mentorship and Learning Development

Job DescriptionDIRECTOR OF FINANCEAlbany, NYFusco Personnel is searching for an experienced Director of Finance to lead financial operations, strategic planning, and accounting oversight across multiple business units. This senior leadership role reports directly to the CEO and serves as the organization’s top financial leader.Key Responsibilities: • Provide executive-level oversight of accounting, financial reporting, budgeting, forecasting, and cash flow management across multiple entities, • Lead and mentor a finance and accounting team while fostering collaboration and operational efficiency across departments, • Partner closely with executive leadership and department heads on financial planning, budget development, and strategic initiatives, • Oversee reimbursement, billing, and financial operations within regulated healthcare or senior care environments, • Manage relationships with banking partners, external auditors, and outside accounting firms, • Coordinate annual audits, tax filings, and regulatory financial reporting requirements, • Prepare and present financial reports, forecasts, and operational updates to executive leadership and governing boards, • Attend board and committee meetings and provide clear financial guidance to support organizational decision-makingQualifications:, • Bachelor’s degree in accounting, Finance, or related field required; CPA preferred, • Significant leadership experience overseeing finance and accounting operations within a complex organization, • Healthcare, senior living, long-term care, rehabilitation, or related industry experience strongly preferred, • Knowledge of reimbursement models, billing operations, and regulatory financial reporting preferred, • Proven experience managing teams, developing staff, and partnering cross-functionally with operational leadership, • Strong financial analysis, budgeting, and strategic planning capabilities, • Collaborative leadership style & ability to build relationships to drive organizational alignmentSALARY: $170-220k +/- Fusco Personnel takes great pride in successfully matching talent and culture for our valued clients. We accomplish this through the hard work and expertise of our exemplary specialty recruiters and staff. Whether you are contemplating your next career move, or you are seeking the key players to bring your business to the next level – consider contacting our experts. Fusco Personnel is a NYS Certified Women Business Enterprise (WBE) and an Affirmative Action/Equal Opportunity, Race/Gender/Veterans/Disability Employer

Job Description Tax Senior – Public Accounting Are you looking for a firm where your voice is heard, your work is valued, and your life outside of work is respected? We’re partnering with a well-established and highly respected public accounting firm that is seeking a Tax Senior to join their team. This firm is known for its collaborative, down-to-earth culture, strong client relationships, and commitment to professional development. You’ll enjoy the benefits of a close-knit team with the resources and stability of a larger organization. What You’ll Do: Prepare and review complex individual, corporate, partnership, and trust tax returns Conduct tax research and stay current on tax law changes Assist in tax planning and advisory services for a diverse client base Collaborate closely with Partners and Managers to support client relationships Mentor and review work of junior staff and interns Communicate proactively with clients to deliver high-quality service What We’re Looking For: Bachelor’s degree in Accounting or related field; CPA or CPA eligibility preferred 3+ years of experience in public accounting with a focus in taxation Strong technical skills in tax compliance and planning Excellent communication, organizational, and problem-solving skills Ability to manage multiple projects and meet deadlines A team player with a positive attitude and client-service mindset Why This Opportunity: Flexible work environment with strong emphasis on work/life balance Supportive leadership that values input at all levels Opportunity to grow into leadership roles with mentorship and ongoing development Stable, long-standing client relationships and low turnover internally Competitive compensation and comprehensive benefits package If you’re a motivated tax professional looking for a firm that invests in its people and its clients, we’d love to connect. Apply now or reach out to me directly at leigh@solidrockrecruiting.com, 605-307-5814 to learn more about this opportunity. All inquiries are kept strictly confidential.

Description Job Description: Operations Controller - Regional Planning & Forecasting Position Overview The Operations Controller is a key financial and operational partner responsible for leading planning, forecasting, and accounting processes for a defined geographic region within the business unit. This role ensures that regional financial plans align with broader business segment expectations, supports strategic decision?making, and drives operational performance through strong analytical insight and cross?functional collaboration. Key Responsibilities Financial Planning & Forecasting + Lead the development of annual operating plans, quarterly forecasts, and long?range financial projections for the assigned region. + Partner with regional leadership to translate operational drivers into accurate financial forecasts. + Monitor performance against plan, identify variances, and recommend corrective actions. + Ensure planning assumptions are aligned with business segment guidance and strategic priorities. Accounting & Reporting + Oversee month?end close activities for the region, ensuring accuracy, completeness, and compliance with corporate accounting policies. + Prepare and review regional financial statements, management reports, and KPI dashboards. + Maintain strong internal controls and support audit requirements as needed. + Ensure timely and accurate recognition of revenue, expenses, and accruals. Business Partnership & Stakeholder Management + Serve as the primary financial liaison between the region and business segment leadership. + Communicate financial insights, risks, and opportunities in a clear, actionable manner. + Support operational leaders with data?driven recommendations to improve efficiency, profitability, and resource allocation. + Facilitate alignment between regional plans and segment?level expectations. Operational Analysis & Performance Management + Analyze operational metrics, cost drivers, and productivity trends to identify improvement opportunities. + Support scenario modeling, investment evaluations, and strategic initiatives. + Drive continuous improvement in planning and reporting processes, leveraging automation and best practices. Qualifications + Bachelor's degree in Finance, Accounting, Business, or related field; MBA or CPA a plus. + 5-8+ years of experience in financial planning & analysis, operations finance, or controllership roles. + Strong understanding of accounting principles, financial modeling, and forecasting methodologies. + Proven ability to partner with cross?functional teams and influence senior stakeholders. + Excellent analytical, communication, and presentation skills. + Proficiency with financial systems, ERP platforms, and advanced Excel/BI tools. + Significant travel required (estimated 50%), including to field offices on a recurring basis Competencies + Strategic thinking with strong attention to detail + Ability to manage multiple priorities in a fast?paced environment + Strong problem?solving and critical?thinking skills + Collaborative mindset with a focus on business partnership + High integrity and commitment to accuracy Benefits We offer a competitive range of benefits to support our employees' health, well-being, and financial security. Medical, dental, and vision benefits are available to all eligible employees on the first day of employment. For more information on the benefits available for this role, please contact the recruiter or hiring manager. Individuals with a disability who desire a reasonable accommodation can contact the ADA Coordinator by calling 1-833-222-3066. We partner with the Department of Homeland Security/U.S. Customs and Immigration Service to e-Verify all newly hired employees. An Equal Opportunity Employer. Please note: + All job offers are subject to pre-employment drug screening and a background check. + Unless otherwise noted, we do not sponsor employees for work authorization in the U.S. for this position. Notice to Agencies: We only accept resumes from recruiters, employment agencies, or staffing services if a Service Agreement has been signed and we have requested recruitment/staffing services for the specific position. Any unsolicited resumes will become the property of the company, and no fees or compensation will be paid to the recruiter, employment agency, or staffing service.

Description Job Description: Operations Controller - Regional Planning & Forecasting Position Overview The Operations Controller is a key financial and operational partner responsible for leading planning, forecasting, and accounting processes for a defined geographic region within the business unit. This role ensures that regional financial plans align with broader business segment expectations, supports strategic decision?making, and drives operational performance through strong analytical insight and cross?functional collaboration. Key Responsibilities Financial Planning & Forecasting Lead the development of annual operating plans, quarterly forecasts, and long?range financial projections for the assigned region. Partner with regional leadership to translate operational drivers into accurate financial forecasts. Monitor performance against plan, identify variances, and recommend corrective actions. Ensure planning assumptions are aligned with business segment guidance and strategic priorities. Accounting & Reporting Oversee month?end close activities for the region, ensuring accuracy, completeness, and compliance with corporate accounting policies. Prepare and review regional financial statements, management reports, and KPI dashboards. Maintain strong internal controls and support audit requirements as needed. Ensure timely and accurate recognition of revenue, expenses, and accruals. Business Partnership & Stakeholder Management Serve as the primary financial liaison between the region and business segment leadership. Communicate financial insights, risks, and opportunities in a clear, actionable manner. Support operational leaders with data?driven recommendations to improve efficiency, profitability, and resource allocation. Facilitate alignment between regional plans and segment?level expectations. Operational Analysis & Performance Management Analyze operational metrics, cost drivers, and productivity trends to identify improvement opportunities. Support scenario modeling, investment evaluations, and strategic initiatives. Drive continuous improvement in planning and reporting processes, leveraging automation and best practices. Qualifications Bachelor's degree in Finance, Accounting, Business, or related field; MBA or CPA a plus. 5-8+ years of experience in financial planning & analysis, operations finance, or controllership roles. Strong understanding of accounting principles, financial modeling, and forecasting methodologies. Proven ability to partner with cross?functional teams and influence senior stakeholders. Excellent analytical, communication, and presentation skills. Proficiency with financial systems, ERP platforms, and advanced Excel/BI tools. Significant travel required (estimated 50%), including to field offices on a recurring basis Competencies Strategic thinking with strong attention to detail Ability to manage multiple priorities in a fast?paced environment Strong problem?solving and critical?thinking skills Collaborative mindset with a focus on business partnership High integrity and commitment to accuracy Benefits We offer a competitive range of benefits to support our employees' health, well-being, and financial security. Medical, dental, and vision benefits are available to all eligible employees on the first day of employment. For more information on the benefits available for this role, please contact the recruiter or hiring manager. Individuals with a disability who desire a reasonable accommodation can contact the ADA Coordinator by calling 1-833-222-3066. We partner with the Department of Homeland Security/U.S. Customs and Immigration Service to e-Verify all newly hired employees. An Equal Opportunity Employer. Please note: All job offers are subject to pre-employment drug screening and a background check. * Unless otherwise noted, we do not sponsor employees for work authorization in the U.S. for this position. Notice to Agencies: We only accept resumes from recruiters, employment agencies, or staffing services if a Service Agreement has been signed and we have requested recruitment/staffing services for the specific position. Any unsolicited resumes will become the property of the company, and no fees or compensation will be paid to the recruiter, employment agency, or staffing service.

HYBRID - Tax Senior - Wealth Management This Jobot Job is hosted by: Sean Copeland Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $95,000 - $115,000 per year A bit about us: Wealth Management and Financial Advisory firm located in the Albany NY area Why join us? • Full benefits: Medical, Dental, Vision, • 401 (K) with generous company match, • Generous Paid time off (PTO), • Vacation, sick, and paid holidays, • Life Insurance coverage Job Details Responsibilities: • Knowledge of Roth conversions, estimated tax statements, and K1 filings, • Tax experience in 1040 1041 and 709 Qualifications: • BS in Accounting or Finance, • 2+ years in public accounting focused on tax, • CPA preferred Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

Position Title: Senior Bond Account Manager Location: Hybrid Latham Office - Latham, NY 12110 Salary Range: $100,000.00 - $130,000.00 Salary Description: Apply Description Why Join Marshall+Sterling? As a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most so they can move forward with confidence. Our vision of creating a future thats safer and more secure drives everything we do. Innovation is not optional here it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a company. Collaboration is at our core, because we know we are stronger together across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success. At Marshall+Sterling, youre not just joining a company youre joining an inclusive culture built on integrity, impact, and people-first values. Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all. This role will be based out of Marshall+Sterlings Latham Office Join the growing surety team at Marshall+Sterling as a Senior Bond Account Manager, where youll play a key role in managing complex contractor and commercial surety accounts while serving as a trusted advisor to clients, producers, and carriers. This high-impact position combines technical surety expertise, relationship management, and strategic underwriting support to help drive the continued growth of the bond division. The ideal candidate brings 510+ years of surety experience along with strong expertise in contractor financial analysis, work-in-progress review, and structuring effective surety programs. Manage complex contractor and commercial surety accounts as the primary client contact and trusted advisor. Analyze contractor financial statements, work-in-progress reports, and underwriting data to assess bond capacity and support strategic surety program recommendations. Prepare and present underwriting submissions while negotiating bond terms, capacity, and pricing with surety carriers. Issue and manage bid, performance, payment, and commercial surety bonds while ensuring timely execution and compliance. Partner with producers on new business opportunities, client presentations, and growth strategies. Build strong relationships with clients, carriers, CPAs, attorneys, and project stakeholders to support successful bonding outcomes. Mentor junior team members and contribute technical expertise to the continued growth of the surety practice. Qualifications Minimum 5 years of direct surety experience in an agency or carrier underwriting role. Demonstrated ability to read and analyze contractor financial statements, including WIP schedules and CPA-prepared reports. Working knowledge of contract surety (bid, performance, payment) and commercial surety bond types (license & permit, court, fidelity, public official, ERISA). Active Property & Casualty insurance license, or ability to obtain within 90 days of hire. Strong written and verbal communication skills, with the ability to articulate complex underwriting positions clearly to clients and carriers. Proficiency with agency management systems and Microsoft Office (Excel, Word, Outlook). PREFERRED 710+ years of surety experience, including direct carrier underwriting tenure with one of the major surety markets (Travelers, Liberty Mutual,Merchants, Zurich, CNA, Hartford, or similar). Existing relationships with regional surety underwriters at agency-appointed carriers. AFSB (Associate in Fidelity and Surety Bonding) designation or active progress toward completion. Experience supporting general contractors, heavy civil contractors, or specialty trade contractors with annual revenue of $10M+. Total Rewards Package: Compensation: $100,000 - $130,00, based experience. Benefits: Comprehensive package including Medical, Dental, Vision, 401(k) with match, Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more! Employee Stock Ownership Program As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Heres what makes our ESOP so valuable: Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the companys success. Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the companys growth and success. No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment. For more information on our culture and benefits, please visit us at : Careers - Marshall+Sterling #PGM26 Compensation details: 100000-130000 PI96c50ca04972-26289-40522614

As a Staff Accountant at GPFS, you'll join a team that believes success is sharedwhere clients succeed, investors gain confidence, and you continue to grow. Join GP Fund Solutions (GPFS) - a people-first fund administrator serving clients across the US, UK, and EU. We offer a collaborative culture, real career growth, and benefits that invest in your future. What You'll Do: • Manage general ledger activity to ensure the accuracy, integrity, and completeness of financial records., • Prepare, analyze, and interpret financial statements in accordance with applicable accounting standards., • Assist in the preparation of budgets and perform variance analyses to support financial planning and decision-making., • Reconcile bank accounts and maintain organized, detailed financial documentation., • Partner with cross-functional teams to optimize and streamline financial processes and workflows., • Support internal and external audits by preparing documentation, schedules, and explanations as required., • Develop and deliver timely financial reports and analyses for management review., • Proactively identify and implement opportunities to improve efficiency, strengthen controls, and enhance reporting accuracy. What We're Looking For: • Bachelors degree in Accounting, Finance, or related field of study., • 2+ years of bookkeeping or staff accounting experience., • Strong knowledge of industry and accounting principles, US GAAP expertise., • Proficiency with Microsoft Office (Excel, Word, Outlook, Teams). Why GPFS? • Strong training plans and materials provided., • CPA Reimbursement Program to support your career., • Competitive Medical, Dental & Vision Insurance., • Company-Paid Life Insurance & 401(k)., • Generous PTO, Sick Time & Paid Holidays., • Hybrid Scheduling after probation period., • Inclusive, team-oriented culture where people come first. At GPFS, every voice matters and every win is shared. We're raising the bar in our industrycome grow with us!

The United Group of Companies, Inc. is a full-service, vertically integrated leader in real estate development and management with over 50 years of industry expertise. Our mission is to develop, build, and acquire vibrant communities where our residents, investors, partners, and commercial clients feel welcome, connected, and fulfilled. Our commitment to innovation sets us apart and is evident in our award-winning lifestyle programs. We firmly believe that where you live, and work, should be an experience that enriches and improves your life. United Group provides a place to call home and a space where businesses thrive in all the communities we join. We have an immediate need for full time Property Accountant to join our team at our Corporate office located in Troy, NY. • Cash Management - monitoring/reporting; Accounts Payable for distressed properties, • Prepares bank reconciliations and monthly financial statements., • Ensures regulatory compliance with governmental agencies and GAAP., • Generates reports and data necessary to successfully manage property operations., • Prepares a variety of detailed accounting, statistical, and narrative financial statements and reports requiring analysis and interpretation., • Collects data on direct, indirect, and overhead costs of operation relating to the setting of rates and fees., • Participates in the preparation, evaluation, justification, and maintenance of budgets and financial controls., • Examines records to determine that asset acquisition, sale, retirement, and other entries have been reflected., • Prepares schedules for depreciation of buildings and equipment and presents information when needed., • Ad Hoc Reporting (Cash flows/projections/finance and management requests), • Provides guidance to Accounts Payable staff as needed to ensure the timely and accurate payment processing., • Assists and provides support to Accounting Intern when requested, • Provides assistance on any item that will assist in ability to reach goals of the organization as a whole, • Collaborates with Property and Regional Managers in the creation of the annual property budget to ensure revenue and expenses are reflected and forecasted properly. Provides training and guidance to managers unfamiliar with United's practices and/or the complexities of the process., • Responsible for uploading budgets for assigned properties into the management operating system., • Presents and provides explanation of variances to budget to owners, executives and management and interprets information relating to the financial management of the property., • Creates monthly reporting and financial statements to provide up to date information to management, • Works with Property Management to apply core accounting principles and practices and ensure established controls are adhered to in the field., • Assists Controller, CFO, CEO and management with special projects as needed., • Prepares and disseminates reports including but not limited to; end of month reports, leasing / occupancy reports, cash management and analysis, aging accounts receivable, etc., • Works with management and leadership to cure deficiencies and set up contingency plans for distressed properties., • Follows policies and procedures for the Accounting Department for areas of specific responsibility- includes monitoring adherence to these procedures, with input from other team members; contributes to ensuring cohesive flow of operations and that all functionality of the Accounting process is covered by an established Standard Operating Procedure, • Update quarterly (or as needed), Property information and checklists needed to ensure Management Operations + Accounting team are fluid and not duplicating efforts, • Special projects as needed and assigned, • Ensure Financial Statement delivery meets established deadlines. Prepares monthly Financial Statements and works to remedy any deficiencies and/or make corrections before final review by the Controller., • Ensure that Financial Statements are disseminated to appropriate stakeholders after the management approval and ensure consistent and timely electronic retention., • Responds to audit inquiries; complies with Regulators/Auditors' requests; creates and maintains Monthly / Quarterly / Annual checklist for Audits / Tax Returns + Annual Filings, • Job Type: Property Accountant Exempt $65,000 per year, • Work Hours: Full Time, Monday Friday 8:00am 5:00pm., • Physical Requirements: ability to sit for long periods of time., • Required Education: Bachelor's degree in accounting, finance or related industry., • Required Experience: 2+ years of accounting experience, preferably in property management or real estate. Entrata experience is a plus. Advanced proficiency in Microsoft Excel and other Microsoft Office applications., • Certifications: CPA preferred but not required., • Qualities: Professional image compatible with United Group positive attitude, energetic, assertive. Demonstrates integrity on a personal and professional level. Strong work ethic with exceptional verbal and written communication. Demonstrated proficiency in analytical thinking and accounting principles., • Medical: Highmark BlueShield of Northeastern NY 3 insurance plans with HSA options; eligibility 1st of the month following 30 days., • Dental + Vision: eligibility 1st of the month following 30 days., • Life Insurance: Company paid Basic Life Insurance Policy (1x Annual Salary) with additional Voluntary Life Plans; eligibility 1st of the month following 30 days., • 401K Retirement Plan: Voya Financial; Employee Contribution Eligibility at 1st of the month following 90 days; eligible for Employer Match after 1 Year of Service; up to 4% Company Match., • Additional Benefits: Employee Assistance Program; United Concierge Medicine (24/7 telemedicine service, including Mental Health); Calm App premium subscription; Learning Care Group (childcare tuition discount); Dependent Care FSA; Tuition Assistance Program., • PTO: Personal (24 Hours), Sick (56 Hours), and Vacation Time (80 Hours; escalated based on years of service up to 160 Hours); eligibility after 90-day Introductory Period., • Holidays: 10 Company Paid Holidays. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability status, or other protected class covered by law.

Our valuation, forensic and litigation support services team is recognized as one of the most respected and renowned in the industry. Drawing upon our expertise in accounting, audit, and tax, we can help clients tackle the business and financial risks associated with disputes and fraud and create effective and efficient solutions to a wide range of dispute resolution matters. Directors provide strategic leadership to align departmental strategies with organizational goals. They lead in resolving complex challenges, contribute to cross-functional initiatives, and promote talent development. Directors also focus on future concepts, products, or technologies, influencing the company's overall strategy and guiding teams towards common goals. This role will perform business valuations, testimonies, forensics accounting, financial analyses, document review and industry research. Some travel may be required for work assignments. In this role, you will: • Manage a portfolio of complex and high-profile client engagements., • Lead a team of professionals, including managers, senior managers, and analysts., • Collaborate with partners and senior leadership to align departmental goals with firm-wide initiatives., • Provide technical expertise and guidance on complex valuation and forensic engagements., • Represent the firm at industry associations, conferences, and client meetings to enhance the firm's reputation and visibility. To be successful in this role, you will bring with you: • 8+ years of fraud, forensic accounting & litigation support experience, • Professional credentials such as CPA, CFA, CFE, ABV, CVA, MAFF, • Experience directing and deploying engagement teams on multiple simultaneous engagements, • Proficiency in analyzing and interpreting research and information, • Strong skills in business valuation and litigation support, reporting and analysis, • A proven record of building profitable, sustainable client relationships BST & Co. CPAs, LLP is a multi-disciplinary accounting and business advisory firm headquartered in Latham, serving the needs of closely held companies, family-owned businesses, not-for-profit and governmental entities, and high-net worth individuals. BST offers a broad portfolio of audit and assurance, tax, consulting, outsourced accounting, talent strategy and marketing services, as well as valuations, forensic accounting, and litigation support. The firm is recognized as one of the Top 300 Accounting Firms in the U.S. Why choose BST: • Diversity of our Expertise, • Communication is Open and Objective, • Professional Environment and Attitude is Fostered, • Advancement is Encouraged, • Ideas are Welcome, • Community Impact and Employee Engagement, • Named one of Albany's Best Places to Work for 7 consecutive years, • Hybrid and Flexible Work Model BST offers a competitive benefits package, base compensation, and an employee bonus program for eligible roles based on individual and firm performance per program guidelines. The salary range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience; prior relevant experience, skill sets, training; licensure and certifications; market data and other business and organizational needs. A reasonable estimate of the current salary range for this role can be found in the posting, and an actual offer can vary based upon the role, hiring location, and qualifications. At BST, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each individual case. BST offers a robust benefits package, including not but limited to medical, dental, vision, paid time off, a 401(k) plan with employee and company contribution opportunities, life and disability insurance, flexible work, development and tuition reimbursement. For additional information on BST's total rewards, visit our website at: www.bstco.com

As an Associate Fund Controller at GPFS, your work drives client success, supports investors, and strengthens lasting relationships; all while growing your own career! Join GP Fund Solutions (GPFS) - a people-first fund administrator serving clients across the US, UK, and EU. We offer a collaborative culture, real career growth, and benefits that invest in your future. What You'll Do: • Deliver exceptional client service by handling a variety of responsibilities, including transaction recording and analysis, reconciliations, and preparation of workpaper packages., • Coordinate and support external audit processes, ensuring accurate and timely responses to auditor requests., • Prepare quarterly and annual financial statements in compliance with reporting standards., • Calculate and review complex financial models such as waterfalls, distribution notices, and management fees., • Cultivate strong client relationships by managing expectations, addressing inquiries, and ensuring all deliverables are met., • Mentor and train Accountants and Senior Accountants, supporting professional growth and team development., • Review the work of Accountants and Senior Accountants to ensure accuracy and quality., • Oversee and assist with the year-end audit process, collaborating with external auditors and tax teams to provide required financial information. What We're Looking For: • Bachelor's degree in Accounting, Finance, or related field., • 4+ years of accounting experience., • Proficiency with Microsoft Office (Excel, Word, Outlook, Teams). Why GPFS? • Strong training plans and materials provided., • CPA Reimbursement Program to support your career., • Competitive Medical, Dental & Vision Insurance., • Company-Paid Life Insurance & 401(k)., • Generous PTO, Sick Time & Paid Holidays., • Hybrid Scheduling after probation period., • Inclusive, team-oriented culture where people come first. At GPFS, every voice matters and every win is shared. We're raising the bar in our industrycome grow with us!

We are always open to talking with talented professionals who may be interested in exploring career opportunities with our firm as well as our clients. If the opportunity you are looking for is not included in our current list of job openings, we encourage you to submit your resume to this opening. We will keep your information on file and should a future position come up, we would be happy to discuss further with you. All candidate inquiries will be kept highly confidential. Requirements • Administrative Positions: a combination of education and experience to be successful in the role., • Professional Positions: Bachelor's degree or higher in accounting or a degree that provides eligibility to sit for the NYS CPA examination. Active CPA or process in place., • Strong computer skills with proficiency in Excel., • Experience with the following software is a plus: Caseware Working Papers / CCH / ProSystem fx Scan / TaxCaddy / SafeSend / QuickBooks / Intacct / Bill.com / or other equivalent accounting programs., • Excellent oral and written communication skills in a language our clients understand., • Ability to collect and interpret data., • Critical thinking to search for creative solutions by demonstrating objectivity and realism., • Excellent client service skills including the ability to persuade and make a connection., • Ability to portray confidence through leadership skills to earn the respect of our clients., • Ability to work both independently and in conjunction with a team. About BST BST & Co. CPAs, LLP is a multi-disciplinary accounting and business advisory firm headquartered in Latham, serving the needs of closely held companies, family-owned businesses, not-for-profit and governmental entities, and high-net worth individuals. BST offers a broad portfolio of audit and assurance, tax, consulting, outsourced accounting, talent strategy and marketing services, as well as valuations, forensic accounting, and litigation support. The firm is recognized as one of the Top 300 Accounting Firms in the U.S. Why Choose BST • Diversity of Our Expertise, • Communication is Open and Objective, • Professional Environment and Attitude is Fostered, • Advancement is Encouraged, • Ideas are Welcome, • Community Impact and Employee Engagement, • Named One of Albany's Best Places to Work 2018-2024, • Hybrid and Flexible Work Model BST offers a competitive benefits package, base compensation, and an employee bonus program for eligible roles based on individual and firm performance per program guidelines. The salary range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience; prior relevant experience, skill sets, training; licensure and certifications; market data and other business and organizational needs. A reasonable estimate of the current salary range for this role can be found in the posting, and an actual offer can vary based upon the role, hiring location, and qualifications. At BST, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each individual case. BST offers a robust benefits package, including not but limited to medical, dental, vision, paid time off, a 401(k) plan with employee and company contribution opportunities, life and disability insurance, flexible work, development and tuition reimbursement. For additional information on BST's total rewards, visit our website at: www.bstco.com

Employment Type: Full Time, Mid-Level Department: Finance CGS is seeking an Investigative Auditor to join our team supporting the mission of a large federal agency in Albany, NY. This position will allow candidates to demonstrate expertise in auditing and fraud services to support the litigation process of a large federal office. CGS brings motivated, highly skilled, and creative people together to solve the government's most dynamic problems with cutting-edge technology. To carry out our mission, we are seeking candidates who are excited to contribute to government innovation, appreciate collaboration, and can anticipate the needs of others. Here at CGS, we offer an environment in which our employees feel supported, and we encourage professional growth through various learning opportunities. Job Duties: • Assist AUSAs and investigative agencies in conducting complex financial, statistical, healthcare, and forensic accounting analyses in support of civil fraud investigations and litigation., • Analyze and audit financial transactions, accounting systems, healthcare claims, reimbursement data, procurement records, grant expenditures, and related financial records., • Conduct healthcare claims analysis involving Medicare, Medicaid, TRICARE, VA, and other federally funded healthcare programs., • Assist with statistical sampling analyses and related methodologies, including familiarity with RAT-STATS or comparable statistical sampling tools., • Conduct damages analyses involving the False Claims Act, including calculations of damages, penalties, restitution-related figures, and related financial exposure., • Conduct asset tracing and ability-to-pay analyses to assist the Government in evaluating settlement positions, financial recoverability, and collection-related considerations., • Analyze large financial or healthcare-related datasets and organize financial and documentary evidence using industry-standard analytical and visualization tools., • Assist with financial tracing involving individuals, corporate entities, healthcare providers, contractors, grant recipients, and other entities., • Perform forensic accounting analyses involving incomplete, inconsistent, voluminous, or electronically stored financial records., • Review and analyze banking records, tax records, healthcare billing records, claims submissions, contracts, invoices, procurement materials, grant documentation, correspondence, and other documentary evidence., • Prepare interim and final reports throughout investigations and litigation. Job Requirements: • Bachelor's degree or higher in accounting, finance, economics, statistics, data analytics, healthcare administration, or related field., • Minimum three (3) years of professional experience involving accounting, auditing, healthcare claims analysis, forensic accounting, financial investigations, statistical analysis, or related analytical work., • Proficient in Microsoft Office applications, including Excel, Word, PowerPoint, and Access., • U.S. Citizenship and ability to obtain adjudication for the requisite background investigation. Preferred: • Certified Public Accountant (CPA) Certification, • Certified Fraud Examiner (CFE) Certification Our commitment: Contact Government Services (CGS) strives to simplify and enhance government bureaucracy through the optimization of human, technical, and financial resources. We combine cutting edge technology with world-class personnel to deliver customized solutions that fit our clients' specific needs. We are committed to solving the most challenging and dynamic problems. For the past nine years we've been growing our government-contracting portfolio, and along the way we've created valuable partnerships by demonstrating a commitment to honesty, professionalism, and quality work. Here at CGS we value honesty through hard work and self-awareness, professionalism in all we do, and to deliver the best quality to our consumers mending those relations for years to come. We care about our employees. Therefore, we offer a comprehensive benefits package: • Health, Dental, and Vision, • Life Insurance, • 401k, • Flexible Spending Account (Health, Dependent Care, and Commuter), • Paid Time Off and Observance of State/Federal Holidays Contact Government Services, LLC is an Equal Opportunity Employer. Applicants will be considered without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Join our team and become part of meaningful government innovation!

Albany, New York, United States $ 85,000.00 - 105,000.00 (US Dollar) We're partnering with a leading electrical contractor and conducting a search for a Senior Accountant. If you have construction accounting experience and want to join a strong, growth-oriented company, this could be a great opportunity. Position Details: Title: Senior Accountant Location: Albany, NY (office-based) Key Responsibilities: • Manage job cost accounting, WIP schedules, and project billing, • Support monthly close, financial reporting, and budgeting processes, • Work closely with Project Managers on project financials and forecasting, • Handle subcontractor compliance, including lien waivers and insurance tracking, • Assist with CPA firm audits and year-end financial preparation Must-Have Qualifications: • 4+ years of accounting experience in the construction industry (electrical contractor experience preferred), • Strong knowledge of job cost, percentage-of-completion accounting, and project billing, • Proficiency with construction accounting software (such as Viewpoint, Foundation, Sage 300, or similar), • Bachelors degree in Accounting, Finance, or related field Email your resume directly to cpuls@linksrecruiting.com. I'll follow up with more details once received.

Imagine your future with us! Since 1971, Paychex has been at the forefront of simplifying HR, payroll, and benefits for American businesses. Our digital HR technology and advisory solutions cater to the changing needs of employers and their employees. With our award-winning training and endless opportunities for growth and development, you can build a lifelong career with us. We pride ourselves on fostering an inclusive and innovative culture. Our leaders are here to support your career journey; they and our dedicated employees embody the values that drive us to support each other, our clients, and our communities. Join us to pursue your passion and unleash your potential. Consult with America's businesses, leveraging Paychex key referral channels and partnerships to educate stakeholders on our services, and provide consultative solutions to increase market share and drive revenue. • Achieve unit and revenue expectations., • Create, manage, and advance accounts, leads, and opportunities in company's CRM system (Salesforce) and provide accurate sales activity and forecasts., • Collaborate with key referral sources, including Accountants, Banks, and existing Paychex clients, with the goal of education, consultation and to secure referrals to end user sales., • Schedule and conduct meetings with existing and new channel accounts through telephone calls, targeted email campaigns, and corporate marketing programs, as directed by Sales Management., • Leverage the Go-to-Market Sales Strategy to identify customers' needs and present the Paychex solution to key stakeholders and decision makers in accordance with the client's preference on in person or virtual interaction to increase revenue and market share., • Develop sales skills and maintain a comprehensive understanding of the Paychex product offering to optimize sales results; remain up-to-date with new product initiatives, services, industry trends and other relevant information of interest to customers., • Collect, complete and submit all necessary paperwork for new sales within defined Service Level Agreement (SLA) guidelines., • When required, address and escalate client concerns to our Service Partners, and follow-up as necessary to ensure satisfactory resolution., • May be required to travel for purposes of visiting channel partners, and attending sales incentive trips, ongoing training, and/or area meetings., • Upholds and demonstrates the Paychex Values with every interaction internally and externally., • Complete onboarding training curriculum as directed., • H.S. Diploma - Required, • Bachelor's Degree - Preferred, • 2 years of experience in relevant sales capacity., • Valid Drivers License - Required, • Sales - Preferred, • Forecasting - Preferred, • Professionalism - Preferred, • Calmness Under Pressure - Preferred, • Ethical Standards And Conduct - Preferred, • Sales Strategy - Preferred, • Marketing - Preferred, • Sales Management - Preferred, • Sales Optimization - Preferred, • Salesforce - Preferred, • Go-to-Market Strategy - Preferred, • Market Share - Preferred, • Customer Relationship Management - Preferred, • New Product Development - Preferred, • Automated Payroll Software - Preferred In the spirit of pay transparency, we are excited to share that the base salary range for this position is typically between $51,000 - $87,000. This range includes base pay plus commission but does not consider other components that make up the total rewards package for the position. If you are hired at Paychex, your overall compensation will be determined based on factors such as geographic location, skills, education, and/or experience which may result in total compensation outside of this range. • Act with uncompromising integrity., • Provide outstanding service and build trusted relationships., • Drive innovation in our products and services and continually improve our processes., • Work in partnership and support each other., • Be personally accountable and deliver on commitments., • Treat each other with respect and dignity., • We value your well-being: We provide over 21 comprehensive rewards, including medical coverage, virtual wellness classes, tuition reimbursement, 401(k) + employer match, adoption assistance, financial assistance, and much more., • We value your time: From paid time off to company holidays, culture days, and comprehensive work-life balance programs, we will ensure you have the flexibility you need to be your best., • We value your development: Our award-winning training and development programs empower our employees with ongoing learning opportunities to give you the building blocks to grow your career., • We value your perspective: Our company culture reflects the diversity of our employees. We want you to be you and your voice to be heard., • We value our communities: We offer paid time off for volunteerism and promote many company-wide and local initiatives that benefit organizations you care about. Note: The benefits described apply to full-time employees. Benefits for part-time, contract, and intern roles may vary. Not sure if you meet every requirement? At Paychex, we know that great talent comes in many forms. If you're passionate about the role but don't check every box, we still encourage you to apply. You might be the right fit - either for this position or another opportunity with us. Paychex is an equal opportunity employer. We are committed to fostering a respectful and inclusive workplace where all individuals are treated fairly and evaluated based on their qualifications, experience, and merit. We comply with all applicable federal, state, and local laws prohibiting discrimination in employment.

Ready to grow your financial accounting career? Join GP Fund Solutions (GPFS) - a people-first fund administrator serving clients across the US, UK, and EU. We offer a collaborative culture, real career growth, and benefits that invest in your future. What You'll Do: • Manage treasury functions (reconciliations, cash reporting, disbursements)., • Post journal entries and support quarterly reporting cycles., • Assist in GAAP financial statement preparation., • Handle capital calls, distributions, and investor inquiries., • Collaborate with clients and teammates to deliver excellence., • Maintenance and review of SOC-1 internal control procedures., • Weekly maintenance of an internal client deliverable schedule What We're Looking For: • Bachelor's degree in accounting, Finance, or related field., • 0+ years of accounting experience., • Proficiency with Microsoft Office (Excel, Word, Outlook, Teams). Why GPFS? • Strong training plans and materials provided., • CPA Reimbursement Program to support your career., • Competitive Medical, Dental & Vision Insurance., • Company-Paid Life Insurance & 401(k)., • Generous PTO, Sick Time & Paid Holidays., • Hybrid Scheduling after probation period., • Inclusive, team-oriented culture where people come first. At GPFS, every voice matters and every win is shared. We're raising the bar in our industrycome grow with us!

CGS is seeking a Senior Auditor who will assist the district legal staff by conducting medical claims data analysis, forensic investigations, financial damages, statistical sampling, and ability-to-pay analyses, which serve a significant role in determinations regarding investigations, prosecutions, settlements, and recovery in these matters, which can be voluminous and complex. CGS brings motivated, highly skilled, and creative people together to solve the government's most dynamic problems with cutting-edge technology. To carry out our mission, we are seeking candidates who are excited to contribute to government innovation, appreciate collaboration, and can anticipate the needs of others. Here at CGS, we offer an environment in which our employees feel supported, and we encourage professional growth through various learning opportunities. Skills and attributes for success: • Analyze complex personal and business financial records for purposes to include identifying payments and kickbacks, tracing money flows, identifying assets, identifying sources and uses of cash, and quantifying damages., • Analyze and calculate ability to pay settlements and judgments, including analyzing debt covenants, borrowing capacity, adjusted earnings and earnings per share, financial ratios, accounts receivable and accounts payable, aging schedules, tax considerations, assessing collectability, and developing payment terms and schedules., • Identify, quantify, and understand related party transactions., • Analyze healthcare claims and other data., • Create financial damage models for use in litigation., • Conduct asset valuation., • Conduct records reconstruction., • Develop computerized models to assist in the presentation of financial evidence., • Report on financial data and evidence., • Communicate findings to attorneys and investigators., • Review defense presentations, expert reports, and arguments., • Work with independent experts., • Prepare expert reports for litigation., • Participate in negotiations as requested., • Testify as required., • Perform training and give presentations on data analysis tools and experience. Qualifications: • Minimum of 5 years of experience in forensic financial accounting, litigation consulting, and/or health care fraud analysis required., • The resume must demonstrate experience that illustrates a clear understanding of the rules of evidence and civil procedures, the admissibility and inadmissibility of evidence, the elements of the violation(s) under investigation, and other applicable policies required to support criminal and civil investigations., • Experience preparing expert reports and other trial preparation preferred., • CPA preferred., • Certified Fraud Examiner preferred. Contact Government Services (CGS) strives to simplify and enhance government bureaucracy through the optimization of human, technical, and financial resources. We combine cutting-edge technology with world-class personnel to deliver customized solutions that fit our client's specific needs. We are committed to solving the most challenging and dynamic problems. For the past seven years, we've been growing our government contracting portfolio, and along the way, we've created valuable partnerships by demonstrating a commitment to honesty, professionalism, and quality work. Here at CGS we value honesty through hard work and self-awareness, professionalism in all we do, and to deliver the best quality to our consumers mending those relations for years to come. We care about our employees. Therefore, we offer a comprehensive benefits package. CGS is an Equal Opportunity Employer. Applicants will be considered without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Essential Duties and Responsibilities • Review of journal entries and maintenance of general ledger and/or preparation of entries where necessary;, • Review of quarterly and annual reporting packages prior to management approval;, • Review of quarterly and annual financial statements prior to management approval;, • Review of capital calls and distributions prior to management approval;, • Coordinate the delivery of capital call and distributions notices to clients and the investors;, • Review of correspondence with client investors to address inquiries as needed;, • Communicate with clients to establish deadlines for quarterly and annual deliverables in accordance with clients' LPA requirements;, • Review all team wires/transfers prior to treasury approval and sign off;, • Prepare/review moderate to complex waterfall calculations and management fee calculations, • Assist in the development and training of new team members as required;, • Coordination and completion of special projects as directed by the client or as directed by management as assigned;, • Assist with new client onboarding; Knowledge And Skills • Sound knowledge of accounting principles, methods, procedures, internal controls with the ability to exercise good judgement in selecting and interpreting information;, • Excellent client service skills with an aptitude to understand the clients' business and maintain strong client relationships;, • Dedication and motivation to achieve high standards of client service and professional in the performance of duties;, • Ability to organize and prioritize work, assisting in the coordination of the work of other team members as needed;, • Advanced computer and technical skills, including the use of MS Office Suite and other financial systems;, • Ability to effectively provide team members and others with information, training, and assistance as needed;, • Ability to understand and carry out moderately complex accounting procedures and analysis; preparation of work papers; general knowledge of financial reporting;, • Demonstrate sound research, interpretive and problem-solving abilities. Qualifications • 2 5+ years' (relevant) experience in Accounting, Finance, or related field preferred;, • Minimum of a Bachelor's Degree in Accounting or related field;, • Advanced degree (MBA or MSA) in Accounting or related field strongly preferred;, • Certified Public Accountant (CPA) license is strongly preferred., • Proficient in Microsoft Office Suite with knowledge of Investran or other partnership accounting software a plus;, • Ability to multitask, time management, attention to detail, planning and problem-solving skills required;, • Ability to communicate and interact professionally and effectively through written and oral communication with current and potential clients;, • Ability to work in a fast-paced environment and handle/manage multiple team and individual priorities and deadlines. Ultimus Leverpoint is an equal opportunity employer and does not discriminate on the basis of the applicant's or employee's race, color, religion, national origin, ancestry, gender, sexual orientation, age, disability, veteran or military status, genetic information, citizenship or any other status entitled to protection under federal, state or local anti-discrimination laws. No questions on our employment application are intended to secure information that is to be used for impermissible purposes.

A global professional services firm is seeking a Senior for its Financial Accounting Advisory Services team in Albany, NY. The ideal candidate has a Bachelor's in Accounting or Finance, at least 3 years of progressive experience with Governmental GAAP, and is pursuing CPA certification.

The Staff Accountant (Fund) is responsible for the maintenance of daily cash transactions and general ledger for client funds, preparing quarterly financial statements and related schedules, and responding to client and investor requests. Certified Public Accountant (CPA) license is strongly preferr

A mid-sized CPA firm is seeking a dynamic Accounting Manager to oversee the Outsourced Accounting Solutions team. Ideal candidates have a Bachelor's degree in Accounting and at least five years of relevant experience. This position offers a competitive salary and hybrid work options.

Director of Finance and Operations, as part of a fabulous senior leadership team. Bachelors degree in accounting, finance or related field required; CPA, Masters degree or professional. Minimum of five years experience in a management level finance/accounting role, preferably within a not-for-.

A minimum of eight years of relevant experience You are required to have one of the following certifications: CPA, EA, JD, Master's degree in business administration, finance, economics, computer science, information systems or engineering, Quantitative Economics or Quants Exposure to the financial