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The ideal candidate will have a strong background in estate planning, trust administration, estate administration, elder law, and related tax issues. Our client is a well-established law firm seeking an experienced Elder Care & Estate Planning Attorney to join their team. Advise clients on all aspec

The ideal candidate will have a strong background in estate planning, trust administration, estate administration, elder law, and related tax issues. Our client is a well-established law firm seeking an experienced Trust & Estates Administration Attorney to join their team.

Davidov Financial Coaching, a wealth management and estate planning firm in Garden City, NY is seeking a full-time Client Service Associate to join our team. We are committed to helping our clients meet their goals, and exceptional client service is a top priority for us. We are seeking a Client Service Associate to assist in providing excellent service to our clients. If you want to join a Financial Planning Team that is dedicated to their clients & staff and has created a culture of success, this may be a good fit for you! Find out more about us at ___. Compensation: • Salary range of $80K-$100K, commensurate with relevant experience, • Great Work/Life Balance with a Monday-Friday Schedule, • Health Insurance Plan with Company Contribution (50% of premium), • Simple IRA with 3% employer match, • Generous PTO Policy & Paid Holidays – 13 PTO days to start, • No business development Responsibilities include: • Respond to client requests with timeliness and accuracy, • Process account opening applications, transfer paperwork, money movements and/or other various custodial tasks, • Manage notes, activities, workflows and reports in Redtail CRM, • Generate trades, following specific instructions from advisors, • Manage and execute client deliverables after the advisors’ meetings and communicate with clients to follow up, • Communicate with clients via phone and email regularly regarding scheduling, paperwork, and follow up tasks, • We are a team that is always striving to improve our processes and we ask our entire team to help identify areas where we can improve. We want your input to help the firm and this position improve over time! Requirements: • 3 years of financial services experience, • Adept and skilled with technology, 3rd party software, and the use of Microsoft Office products (Word, Power Point, Excel, Etc.), • Ability to prioritize tasks, problem-solve, and meet deadlines, • Organization skills & attention to detail, • Ability to work independently while prioritizing projects and managing your time – we do not micromanage, • Ability to learn and implement new technology and software quickly, • Ability to communicate well and work in a collaborative environment, • Ability to follow office processes and policies related to office operations & client privacy, • Experience with our systems/software is not required but please mention it if you have used: Redtail, Holistiplan, eMoney, Circle Black, Schwab. The Process: Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our recruiting consultant. If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance, you will be invited for an interview with the team. Qualified candidates will be asked to take assessments. We are an Equal Opportunity Employer.

Our client is a well-established and growing law firm specializing in Elder Law and Trust & Estate Planning, with multiple offices across Long Island. Due to continued expansion, the firm is seeking an experienced Elder Law & Trusts & Estates Attorney to join its Melville, NY office. This is an excellent opportunity for an attorney who values meaningful client relationships, a collaborative team environment, and a healthy work–life balance. Main Responsibilities • Provide comprehensive legal counsel in elder law, estate planning, and estate administration, • Advise clients on asset protection strategies and long-term planning, • Draft, review, and manage estate planning documents, including:, • Wills, • Trusts, • Powers of Attorney, • Health Care Proxies and Advance Directives, • Represent clients in probate and estate administration proceedings, • Guide clients through Medicaid eligibility planning and application processes, • Interpret and apply relevant New York State laws, rulings, and regulations, • Manage individual caseloads while collaborating closely with attorneys/support staff, • Stay current on changes in elder law, estate planning, and Medicaid regulations, • Juris Doctor (JD) from an accredited law school, • Active and good-standing member of the New York State Bar, • Minimum of 4+ years of experience practicing elder law and trust & estate planning, • Strong knowledge of New York Medicaid rules and eligibility requirements, • Demonstrated experience in estate administration and probate matters, • Excellent communication, negotiation, and client-facing skills, • No billable hour requirements (flat-fee billing structure), • Strong emphasis on work–life balance, • Family-oriented, supportive firm culture, • Competitive compensation: Salary range: $135,000 – $150,000, plus bonus & benefits

Project Recruit has partnered with a top-rated regional, multidisciplinary law firm known for its exceptional culture, collaborative environment, and supportive leadership. The firm provides a permanent hybrid schedule (three days in-office, two days remote), meaningful mentorship, and an emphasis on long-term professional growth. Community involvement is a cornerstone of the firm, with pro bono service and corporate social responsibility integral to its mission. RESPONSIBILITIES: • Representing and counseling fiduciaries and beneficiaries in contested probate, accountings, and all other manner of estate, trust, and fiduciary litigation., • Working closely with attorneys and paralegals on uncontested probate, administration, and accountings., • Minimum of six years’ experience in trusts and estates or commercial litigation, with a decided interest in fiduciary litigation, • Desire to learn from others and develop trusts and estates litigation, negotiation, and administration knowledge and skills, • Admitted to practice law in the state of New York

Our Client: A full-service law firm in western Nassau County, Long Island (close to LIRR stations) with 20 attorneys is hiring an Associate Attorney, Trusts & Estates. The firm Partners are committed to a limit of 1600 billable hours / year to prioritize personal well-being, and better manage life's demands outside of work. A special opportunity to work in Nassau County, Long Island with sophisticated firm clients, resolving complex T&E matters, and employing T&E strategies equally as complex and sophisticated as at larger firms, but with a ‘smaller-firm’ feel, more collaboration and ease to share knowledge, flexibility, and colleague familiarity, as well as an opportunity for tremendous growth that often surpasses larger firms. The firm’s T&E clients typically include high-net-worth families and individuals, business owners, investors, and company executives. Candidates should have experience and be comfortable working with clients having an estate value in excess of $5M. Candidate must have at least 4+ years of complex Trusts & Estates experience, including strong tax planning. Joining the firm with a ‘book of business’ is NOT required, but a plus. Location: The Long Island office is close to a LIRR train station for those living west or north of Long Island. Commute: The work is ON SITE in the firm's Long Island office for the most part, with some flex to work in the firm's Manhattan or NJ office now & then, or sporadically on a remote basis as needed. Salary: Up to about $175k, plus bonus, plus origination fees / commissions for any existing book of business brought into the firm and for any new business brought into the firm. Responsibilities: • Prepare wills, annuities, trust documents, etc., • Perform estate & trust planning; prepare and review domestic and international estate planning strategies and documents., • Trust work includes grantor trusts (annuity trusts and interest partnerships), revocable and irrevocable trusts, charitable trusts, dynasty trusts, etc., • Assist clients with preserving their wealth and administering estates and trusts., • Protect and prevent client estate or trust assets from unauthorized or improper use, waste, or depletion for taxes or long-term care costs and to creditors., • Work with clients to plan for taxes including estate, gift, generation-skipping transfer taxes, personal, etc. as well as gift and estate tax audits., • Assist clients to plan for elder law issues, succession of businesses, related marital matters, and public benefits., • Assist clients to plan, create and administer charitable giving and foundations., • Assist with the probate process and administration of estates for trustees and executors., • Effectively counsel clients in all aforementioned disciplines Qualifications: • At least 4+ years of strong, 'hands on' experience with Trusts & Estates matters, including complex matters, and strong estate tax planning., • J.D., • Licensed to practice law in NY State., • Experience working with estates valued over $5 Million. All replies and discussions are confidential. If qualified and interested, please email a MS Word version of your resume to David Rivard, Director of Recruiting, Executive Alliance, at This client is NOT OPEN TO: • Sponsoring those in the U.S. on a temporary visa / not authorized to work for U.S. employers, • Providing a relocation package for those living outside of a commuting area to Long Island

Estates Administrator/ Trust & Estates Paralegal Estate Administrator for a well-regarded law firm in Long Island, NY 1. Preparation of administration & probate petitions in Surrogate’s Courts, and in local New York Counties., 2. Preparing gift tax returns and deed transfer documents., 3. Transferring of stock certificates (for deceased)., 4. Fully knowledgeable in preparation of federal estate tax returns as well as all facets of general estate and trust administration., 5. On-line research will be required., 6. Informal accounting for the estates., 7. Experienced in preparation and filing 706 forms. OTHER REQUIREMENTS: • 4-year college degree and at least 5 years intensive trusts and estates experience., • Outstanding interpersonal, communications, planning and organizational skills. If you are interested and qualified, please email your resume as a word document attachment to Karen Frankel at

Elder Law & Estate Planning Paralegal / Legal Assistant Location: New Hyde Park, NY (Onsite) Compensation: $55,000- 70,000 Our client is seeking an experienced Elder Law & Estate Planning Paralegal / Legal Assistant to join their growing legal team in Lake Success, NY. This is an excellent opportunity for a detail-oriented legal professional with strong experience in estate planning documentation, client counseling, and numbers-heavy casework, particularly involving tax planning/preparation and Medicaid matters. The ideal candidate will bring a strong background supporting attorneys in elder law and estate planning matters, with the ability to manage documentation, communicate effectively with clients, and handle multiple priorities in a fast-paced environment. Key Responsibilities • Prepare, review, and summarize estate planning and elder law documents, • Assist with documentation related to asset protection, estate planning, estate administration, and related matters, • Support tax planning/preparation and Medicaid-related casework, • Communicate directly with clients regarding case status, documentation needs, and next steps, • Maintain, organize, and manage client files, records, spreadsheets, and supporting materials, • Assist attorneys with drafting, reviewing, and finalizing legal documents, • Provide general administrative and legal support to attorneys as needed Qualifications • 4–7 years of experience as a Paralegal or Legal Assistant, preferably within elder law and estate planning, • Hands-on experience with estate planning document preparation, • Strong client counseling / client-facing communication skills, • Experience with tax planning/preparation and Medicaid-related matters, • Familiarity with NYSCEF e-filing, • Highly organized with strong attention to detail, • Ability to manage multiple tasks and deadlines in a fast-paced environment, • Proficiency in Microsoft Word, Excel, and Outlook Ideal Candidate • Reliable, proactive, and highly organized, • Comfortable working closely with both attorneys and clients, • Strong team player who takes ownership of their work, • Able to thrive in a busy, in-person legal environment

Overview Premier Long Island law firm, Ruskin Moscou Faltischek, P.C., is seeking an experienced Trusts & Estates Attorney to join its nationally recognized Trusts & Estates practice group. The ideal candidate will have a minimum of 10 years’ experience in complex and sophisticated estate planning, transfer tax issues and estate administration. A portable book of business is preferred. This is a unique opportunity to become part of a collaborative and highly respected team known for its leadership and depth of expertise in this sophisticated practice area. RMF has a strong foundation, excellent business and support staff, and a team-oriented approach with a successful history of integrating experienced attorneys. Responsibilities: • Independently manage complex estate planning, estate and trust administration, and related tax matters., • Advise clients on estate, gift, and generation-skipping transfer (GST) tax planning., • Draft and implement estate plans, including revocable and irrevocable trusts (such as SLATs and ILITs), charitable trusts, GRATs, QPRTs, and other wealth transfer strategies., • Prepare estate tax returns., • Review and analyze gift tax and fiduciary income tax returns., • Handle all aspects of estate and trust administration from inception through settlement, including probate, fiduciary accountings, and Surrogate’s Court or other miscellaneous court proceedings., • Advise on succession planning for family-owned real estate and closely held businesses., • Assist with the formation and governance of not-for-profit entities., • Work with litigation counsel on contested Surrogate’s Court matters, including will contests and fiduciary disputes., • Supervise, mentor, and train junior attorneys. Requirements • J.D. from an ABA-accredited law school with strong academic credentials. LLM in Taxation is preferred., • Admission to the New York State Bar., • 10+ years of sophisticated Trusts & Estates planning, administration and tax., • Supervisory experience., • Excellent written and verbal communication skills, time management and organizational skills, and a strong work ethic. The firm offers a comprehensive package including a competitive base salary and performance-based bonus program. Target Hiring Range: $190,000 – $300,000. Actual compensation will be determined by a wide range of factors including, but not limited to, experience, education/training, book of business, and relevant skills. In addition, the firm offers other benefits including generous paid time off, reimbursement for bar association dues and attorney registration fees, health care, dental and vision insurance, access to flexible spending accounts, and 401(k) plan with employer match. About the Firm Ruskin Moscou Faltischek, P.C. is a preeminent Long Island law firm. Founded in 1968, the firm has consistently evolved and expanded to meet our clients’ changing needs. As specialized as we are diverse, we have built cornerstone groups that represent all major practice areas of law including: corporate & securities, financial services, commercial litigation, health care, real estate, employment, and trusts & estates. Our clientele is diverse, sophisticated and includes large and mid-sized corporations, privately held businesses, institutions and individuals. With more than 60 attorneys, superior knowledge of the law, polished business acumen and proven credentials, Ruskin Moscou Faltischek has earned a reputation for excellence and success. It is this ongoing achievement that makes us an acknowledged leader among our peers and the preferred choice among Long Island business leaders. Ruskin Moscou Faltischek, P.C. is proud to be an Equal Opportunity Employer.

Estate Planning Paralegal needed for top law firm in Long Island - Summer Fridays off! This Jobot Job is hosted by: Adam Cejnowski Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $65,000 - $90,000 per year A bit about us: Growing Premier Law Firm in NY is looking for add an Estate Planning Paralegal to their team to their Long Island office. If you are interested in this position please call or text 949-996-7883 or email a confidential resume to Why join us? • Monday to Friday, • Summer Fridays off, • Room for growth, • Excellent Salary, • Great Benefits Job Details • 8 hour days, • Minimum of 3 years current Estate planning experience, • Room for growth, • Knowledge of trusts, Wills. Power of attorney forms, estate funding and general management of files, • Organization, multi tasking skills are a must 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

Southern California full service firm! Serving transactional and litigation needs across practice areas. ONSITE This Jobot Job is hosted by: Mallory Schreiner Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $125,000 - $175,000 per year A bit about us: Southern California full service firm! Serving transactional and litigation needs across practice areas. Why join us? Medical Benefits 401k PTO Competitive pay Job Details Responsibilities: 1. Provide comprehensive legal advice to clients on estate planning, wills, trusts, probate, and wealth preservation strategies., 2. Develop and implement estate plans, including drafting and executing wills, trusts, powers of attorney, and other estate planning documents., 3. Collaborate with financial advisors and accountants to create integrated wealth management and tax planning strategies., 4. Conduct legal research and analysis of complex estate planning issues., 5. Represent clients in probate court proceedings., 6. Keep abreast of changes in tax and estate planning laws and regulations., 7. Develop strong client relationships and deliver exceptional client service., 8. Maintain strict confidentiality and exercise sound judgment and discretion in handling sensitive client matters. Qualifications: 1. Juris Doctor (JD) degree from an accredited law school., 2. Advanced degree in Tax Law (LLM in Tax) is highly desirable., 3. Admitted to practice law in the state and in good standing., 4. Minimum of 5 years of experience in estate planning, trusts, wills, probate, and asset protection., 5. Proven track record of working with high-net-worth individuals and families., 6. Strong knowledge of federal and state tax laws and regulations., 7. Exceptional legal drafting skills and attention to detail., 8. Excellent communication and interpersonal skills, with the ability to explain complex legal concepts in a clear and understandable manner., 9. Demonstrated ability to develop and maintain strong client relationships., 10. Strong analytical and problem-solving skills, with the ability to think strategically and provide practical legal advice., 11. High degree of professional ethics and integrity. This is an exciting opportunity for an ambitious and experienced Estate Planning Attorney to join a dynamic and highly professional team. If you are passionate about estate planning law and are committed to providing exceptional client service, we would love to hear from you. 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

Long Island Firm Looking for a Full Time Legal Secretary. Great Benefits. Growth Opportunities. 401k This Jobot Job is hosted by: Adam Cejnowski Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $50,000 - $60,000 per year A bit about us: Growing Multi Focused Firm on Long Island Needs a professional Legal Assistant If you are someone who values teamwork and collaboration this firm is the perfect fit! If you have interest and would like more information please call or text 949.996.8921 or email Why join us? • Monday to Friday work schedule, • Work Life Balance, • Excellent reviews, • Team model, • Opportunity for growth Job Details • Monday to Friday work schedule with summer hours, • 8 hour days, • Front desk responsibilities, • vendor management, • schedule management, • ability to also work independently, • consistent on time project completion, • Experience with MS Suites 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

The ideal candidate will have a strong background in estate planning, trust administration, estate administration, elder law, and related tax issues. Our client is a well-established law firm seeking an experienced Trust & Estates Administration Attorney to join their team.

The ideal candidate will have a strong background in estate planning, trust administration, estate administration, elder law, and related tax issues. Advise clients on all aspects of estate planning, including the preparation of wills, trusts, powers of attorney, and advance directives. Draft, revie

A bit about us: Our client has over two decades of experience focusing on elder law and estate planning matters in New York! They are looking for an experienced Estate Administration Attorney to join their growing firm! Why join us? 401(k) matching Health insurance Paid time off Job Details Responsi

We are seeking a Client Service Associate to assist in providing excellent service to our clients. Davidov Financial Coaching, a wealth management and estate planning firm in Garden City, NY is seeking a full-time Client Service Associate to join our team. We are committed to helping our clients mee

The ideal candidate will have a diverse background in real estate, estate planning, corporate counsel, and litigation. Wills, Trusts & Estates: Drafting estate planning documents, handling probate and trust administration. We are seeking a versatile attorney with experience across multiple pract

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

Associate Wealth Advisors will prepare wealth plans and financial updates including Net Worth Statements, Cash Flow, Tax Projections, Stock Option Exercise Strategies, Insurance Reviews, Education Funding Analysis, Asset Allocation Analysis, Investment Recommendations, Estate Planning Summaries, Cha

As the Private Wealth Services Tax Senior Manager, you’ll lead the team’s production of primary and secondary reviews of complex tax returns and provide income, estate, and gift tax planning strategies for your high net worth, closely held business and family business clients – all with the re

Job Description We are looking for a skilled Paralegal to join a reputable midsize law firm in Garden City, New York. This position focuses on trusts and estates, offering an opportunity to work on diverse legal matters, including document drafting, estate administration, and client advisory. This role requires ample knowledge preparing estate tax returns and preparation of form 706. The ideal candidate will have a strong background in estate planning and litigation, coupled with excellent organizational skills. Responsibilities: • Draft various estate planning documents, including wills, grantor trusts, revocable and irrevocable trusts, and charitable remainder trusts., • Manage estate administration processes, such as filing probate petitions, preparing estate tax returns, and overseeing account distributions., • Conduct client meetings to discuss estate plans and oversee will execution procedures., • Provide guidance to trustees, beneficiaries, and personal representatives regarding probate and trust administration., • Research and analyze complex estate and gift tax matters to provide accurate legal solutions., • Assist in trust and estate disputes, including will contests and accountings., • Maintain comprehensive case management and utilize litigation software to support legal processes., • Minimum of 3 years of experience as a paralegal in trusts and estates., • Proficiency in discovery, civil litigation, and trial preparation., • Familiarity with case management software and litigation procedures., • Strong knowledge of estate planning and administration., • Ability to research and interpret complex legal and tax issues., • Excellent organizational skills and attention to detail., • Effective communication and client-facing skills to manage sensitive legal matters.

Private Wealth Services Tax Senior Manager. As the Private Wealth Services Tax Senior Manager, you'll lead the team's production of primary and secondary reviews of complex tax returns and provide income, estate, and gift tax planning strategies for your high net worth, closely held business and fam

Job DescriptionDo you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!Compensation: $100,000 at plan yearly Responsibilities: • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs, • Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management, • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects, • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals, • Embrace the role of a structured yet coachable team player open to continued education and training from other team membersQualifications:, • Valid FINRA Series 7 & 63/66 preferred but not required, • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients, • Requires a Bachelor’s degree in business administration, finance, or other related field, • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired, • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred, • Must have the ability to successfully network and prospect for new clients, • Must live in or near Long Island, Brooklyn, or Queens About Company About NYL - Melville: We are among the strongest and most respected financial companies in the world. We have received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard and Poor’s (AA+), Moody’s Service (Aaa), and Fitch (AAA). For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world. We have been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019.

Job Description Top reasons to work for our client: • Great team environment!, • Manager is well respected by team!, • Inclusive Workplace, • Awesome career development opportunities! What you will be doing: * Provide expert legal advice to clients on elder law, estate planning, and estate administration matters * Draft and review legal documents including wills, trusts, powers of attorney, healthcare directives, and other estate planning instruments * Represent clients in probate and estate administration proceedings * Guide clients through Medicaid eligibility requirements and application processes * Interpret laws, rulings, and regulations related to elder law and estate planning * Manage individual caseloads while collaborating with a team of attorneys and legal staff * Maintain strong client relationships through clear communication and ongoing updates * Stay current with evolving laws and regulations related to elder law, Medicaid, and estate planning Experience you will need: * Juris Doctor (JD) from an accredited law school and active admission to the New York State Bar * Strong experience in elder law, estate planning, and estate administration * In-depth knowledge of New York State laws and Medicaid eligibility requirements * Proven experience handling probate and estate administration matters * Ability to interpret and apply complex legal regulations * Excellent communication, negotiation, and client relationship skills * Ability to manage multiple cases while delivering high-quality legal service Our client asked me to submit 3 great people within the next few days. We work directly with the hiring manager and can arrange interviews within a few days #INDEH123

Job Description Caring Transitions of Dix Hills is looking for a Business Development Representative to join our team in our Dix Hills office. The Business Development Representative is responsible for prospecting sales and qualifying leads for new and existing accounts. About Us: Caring Transitions is a nationally recognized franchise dedicated to providing compassionate relocation, downsizing, and estate sales services. Our Dix Hills location is committed to delivering personalized and thoughtful solutions to seniors and their families as they navigate through key life transitions. Job Description: We are seeking a dynamic and motivated Business Development Representative to join our team. This outdoor marketing role is crucial in expanding our client base and enhancing our presence in the community. The ideal candidate will be responsible for driving business growth through proactive outreach, relationship-building, and strategic marketing initiatives. Responsibilities: • Develop and execute strategies to identify and engage potential clients, partners, and referral sources within the local community., • Build and maintain strong relationships with clients, industry partners, and community organizations to generate new business leads., • Represent Caring Transitions at networking events, community meetings, and industry conferences to enhance brand visibility and establish partnerships., • Collaborate with the marketing team to create and implement promotional campaigns aimed at engaging target audiences and expanding market reach., • Track and report on business development activities, outcomes, and insights to inform strategic planning and decision-making., • Provide exceptional customer service and support to potential and existing clients Qualifications: • Proven experience in business development, sales, or a related field, preferably within a service-oriented industry., • Strong communication, interpersonal, and relationship-building skills., • Self-motivated, results-driven, and capable of working independently., • Excellent organizational and time-management abilities., • Knowledge of the senior care industry or experience working with older adults is a plus., • Valid driver's license and reliable transportation for local travel., • This is not a remote position and local residence is required We believe that a key element of success in our team is the desire to truly make a difference and give back to society. In this role, you will have the unique opportunity to not only grow professionally but also contribute to initiatives that have a real impact on our community and beyond. We are seeking individuals who bring a deep sense of empathy and a strong commitment to social responsibility. Your work here won’t just be about business development; it’s about being part of a team that values making positive changes in the world. If you’re driven by the desire to create meaningful connections and foster a culture of giving back, you’ll find a fulfilling career path with us. Become a part of our team today. Apply and join us in making a profound impact on the lives of seniors and their families! Powered by JazzHR q4S7kuZ5mG

Job DescriptionSalary: $100,000 to $120,000 (commensurate with experience) Trusts & Estates / Elder Law Associate Attorney: Our legal team is committed to providing each client with quality counsel, innovative solutions, and personalized service. Founded in 2000, the firm offers the legal expertise of its 115+ attorneys, who have accumulated experience and problem-solving skills over decades of practice. We are seeking a Trusts and Estates/ Elder Law Associate to support and expand our estate planning and elder law practice. This role offers hands-on training, mentorship, and significant client interaction. The associate will work closely with senior attorneys and have the opportunity to develop skills in both planning and litigation-related work. About the Role: This position is ideal for someone with a solid foundation in estate planning, or a recent law school graduate who demonstrates exceptional skill, drive, and potential. The associate will assist with preparing wills, powers of attorney, health care proxies, various trusts, Medicaid applications, and asset protection strategies. This role includes opportunities to observe client meetings, draft documents, and gradually take on more independent responsibilities. The associate will also support litigation-related work involving Surrogate's Court matters and estate disputes. This component provides exposure to litigation strategy, court procedures, and case support responsibilities. Responsibilities: Shadowing Partner-level attorneys specializing in elder law, special needs planning, estate planning, estate administration, and guardianships. Assist a senior attorney who focuses on estate litigation and related litigation matters. Prepare estate planning documents including wills, powers of attorney, health care proxies, and various trusts. Support Medicaid planning, applications, and asset protection strategies. Assist with matters involving adults and children with disabilities, seniors, and high-net-worth individuals. Provide support on Surrogate's Court filings, litigation preparation, and case management. Engage in both planning and litigation tasks as needed. Take on more independent work as skills develop. Preferred Location: Lake Success, NY preferred. Willingness to travel to Brooklyn if necessary. Qualifications: J.D. from an accredited law school Licensed to practice law in New York Two years of relevant experience preferred, or a newly admitted attorney who demonstrates exceptional potential Familiarity with Medicaid eligibility, trust funding, and planning for individuals with special needs Excellent writing and interpersonal skills Ability to approach legal planning with empathy and clarity Interest or experience in alternative dispute resolution is a plus Salary Range: $100,000 to $120,000 (commensurate with experience) Benefits: Medical, Dental, 401 (k)

Job Description A prestigious business management firm seeks a Tax Supervisor to join their dynamic team. Qualified Individuals will help with the preparation and or review of tax returns and assist with related client tax matters. The ideal candidate will have strong tax preparation and tax research skills. Responsibilities: · Experience in business management, entertainment industry, real estate, high net worth individuals and multi-jurisdictional planning strongly preferred · In-depth knowledge of tax concepts, related to individuals, C Corporations, S Corporations, Partnerships, estates and trusts · Oral and Written Communication Skills · Fluent command of English · Professionalism · Time Management · Excellent Organizational Skills · Math Aptitude · Understanding of Generally Accepted Accounting Principles · Financial Statement Analysis · Entity Income Taxation · Individual Income Taxation · Tax Research · Lacerte · BNA Tax Projection · Proficiency in Microsoft Office Suite, specifically Excel · Proficiency in Windows · Proficiency in QuickBooks, along with tax preparation software such as BNA and Pro-System · Problem Solving Skills · Attention to detail and ability to multitask · Ability to work in a team environment · Self-Motivator with a positive attitude Qualifications: · Bachelor's degree in accounting or related business field and knowledge of accounting and financial statement concepts (3.0 GPA or better) · Certified Public Accountant or Enrolled Agent · 8+ years of related experience · Active CPA license or progress towards CPA licensing is required · Minimum of 2-5 years of tax experience with a public accounting firm · Experience in business management, entertainment industry, real estate, high net worth individuals and multi-jurisdictional planning strongly preferred Many of our job openings can be viewed at

Job DescriptionCareer Description: Financial Professionals work with clients to identify, outline and achieve their financial goals. We offer a comprehensive array of financial products and services to help clients develop a sound, long-term financial strategy. New York Life and its affiliates are dedicated to prudent financial management, high quality products, and impeccable service. Training, Support and Professional Development:NYLIC University is one of the most comprehensive and well-respected training programs in the industry. Our nationwide team consists of leaders in insurance, investments, estate, family and business planning. In addition to sales aptitude or experience, the ideal candidate should be community-minded, have a competitive spirit, and possess excellent communication skills, as well as outstanding character and integrity. Career Advancement - After two years as a successful agent, additional opportunities that maybe available include: Partner, Development Manager, Product Consultant, and Home Office opportunities in recruiting, marketing, or training.

The Private Client Services Practice is experienced in all aspects of estate, income, gift, and trust tax consulting and compliance; charitable giving and philanthropic foundations; executive compensation; and cash-flow, retirement, and life insurance planning. A Tax Experienced Senior, Private Clie

Job Description Position: Legal Assistant (National Law Firm) Location: Garden City, NY Benefits: Up to $90K Base + Paid Overtime, Annual Bonus, Full Benefits, 401(k), and more Company: Renowned National Law Firm Summary for Legal Assistant An exciting and high-profile opportunity is available for a legal administrative professional to join the Trusts & Estates group at a prestigious national law firm. This role supports senior leadership within the department and offers the chance to work closely on complex estate matters in a collaborative, fast-paced environment. The ideal candidate will demonstrate superior organizational abilities, discretion, and a strong command of estate-related legal processes. The position provides a meaningful path for someone looking to deepen their expertise in estate law within a collaborative and highly respected national law firm known for its supportive and team-oriented culture. Responsibilities for Legal Assistant: • Act as a strategic administrative partner to the Chair of the Trusts & Estates Department, delivering comprehensive executive and legal support., • Coordinate and maintain an intricate and evolving calendar of appointments, meetings, and deadlines, ensuring effective communication with clients and internal teams., • Draft, review, and finalize estate planning documents, including wills, revocable and irrevocable trusts, POAs, and healthcare directives., • Handle asset transfers and beneficiary designations related to estates and trusts, ensuring timely and accurate administration., • Minimum of 5 years’ experience within a law firm setting, supporting senior attorneys., • Strong ability to prioritize and manage multiple tasks independently while maintaining high attention to detail., • Advanced proficiency in Microsoft Office (Word, Excel, Outlook); familiarity with legal billing/time entry platforms is highly desirable., • Excellent communication skills with a polished, client-focused demeanor. rF57K7EoC4

Job Description We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today! Compensation: $116,000 at plan yearly Responsibilities: • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs, • Be a coachable, organized team member interested in pursuing training development and educational opportunities, • Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives, • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions, • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goalsQualifications:, • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred, • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired, • Valid FINRA Series 7 & 63/66 preferred but not required, • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required, • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customersAbout Company New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for clients. We’re proud of our position in the industry • Training Magazine 2021: Top Companies for Learning and Development • Fortune Magazine 2021: New York Life ranks #1 in 2021 Fortune World’s Most Admired Companies list for Insurance: Life and Health. We’re proud to be recognized by organizations that also value diversity. • 2021 Forbes Best Employers for Diversity: New York Life ranks #82 out of the 500 companies recognized • LATINA Style 2019: Company of the Year • Forbes 2019: America’s Best Employers for Diversity • Diversity Inc 2018: Top 50 Companies for Diversity

Job DescriptionSalary: $55k-$70k Elder Law and Estate Planning Paralegal / Legal Assistant Our legal team is committed to providing each client with quality counsel, innovative solutions, and personalized service. Founded in 2000, the firm offers the legal expertise of over 120 attorneys, who have accumulated experience and problem-solving skills over decades of practice. We are a vibrant, busy, and growing full-service law firm looking to increase its talented ranks of Attorneys by adding a Legal Assistance with 4-7 years of experience to join our growing Elder Law and Estate Planning Department. This Department manages all aspects of asset protection, estate planning, estate administration, and estate litigation. We are seeking a Paralegal to become a part of our team! You will provide overall support to the attorneys' business needs. Ideal Candidate We are looking for someone who is reliable, organized, and proactive. The ideal candidate is a strong team player who takes ownership of their work and communicates effectively with both clients and colleagues. Responsibilities • Review and summarize estate planning documents, • Maintain and organize client files and records, • Communicate with clients regarding case status and document collection, • Assist with drafting and reviewing legal documents, • Prepare and manage spreadsheets and supporting materials, • Provide general support to attorneys as needed Qualifications • 47 years of experience as a legal assistant or paralegal, preferably in estate planning or elder law, • Experience with NYSCEF e-filing, • Strong organizational skills and attention to detail, • Ability to manage multiple tasks and meet deadlines in a fast-paced environment, • Comfortable working directly with clients and attorneys, • Proficiency in Microsoft Word, Excel, and Outlook Compensation Salary range:$55,000 $70,000 commensurate with experience. This is an in-person position based in Lake Success, NY.

Job Description Large business management firm seeks a Senior Tax Manager/Tax Director to join their dynamic team. This person is responsible for leading and managing a team of employees, ensuring projects are completed on time, within budget, and to the required quality standards. You will collaborate with other departments and stakeholders to ensure that business needs are being met and supervise the team responsible for completing all client tax returns. The selected candidate will maintain a strong rapport with clients and serve as a liaison between staff and Partners. This position will oversee various tax initiatives and tax planning strategies, to ensure tax returns are complete and accurate. Responsibilities: • Review and sign corporation, partnership, individual, and trust tax returns and tax projections, including numerous multi-state returns., • Correspond with state and federal government agencies relating to client tax notifications received., • Provide guidance and support to tax staff and other team members with relevant tax and software questions., • Assist with gathering documents for state and federal audits., • Ensure all tax returns, extensions, and all relevant filings are completed and filed by deadlines., • Ensure all tax planning related payments are made on time., • Identify and research tax issues applicable to client transactions., • Mentor staff towards the achievement of internal and personal goals., • Attend client meetings with Partners to help build and manage client relationships., • Work extended hours as needed., • Other related duties as assigned. Qualifications: • In-depth knowledge of tax concepts and regulations related to individuals, C corporations, S corporations, partnerships, estates, and trusts., • Proficiency with CCH Axcess/ProSystem., • Understanding of Generally Accepted Accounting Principles., • Bachelor's degree in Accounting, or related business field (3.0 GPA or better)., • Certified Public Accountant preferred., • 5 plus years of experience leading a team of tax professionals., • 7 plus years of related tax experience at a public accounting firm/or family office., • Extensive experience with real estate and partnership tax compliance and consulting preferred. Benefits: Firm offers a great variety of benefits and perks to their employees. Some of these include: • Medical, Dental and Vision coverage, • Flexible Spending Account, • Basic Life and AD&D, • Voluntary Life and AD&D, • Long Term Disability, • Voluntary Critical Illness and Cancer, Hospital Indemnity and Accident Coverage, • Genetic Screening and Cancer Support, • Pet Insurance, • Accrue 20 PTO days annually, • 401k, Match and Profit Sharing Plan, • 10 Paid Holidays and 1 Floating Holiday Many of our job openings can be viewed at

Job Description A prestigious business management firm seeks a Tax Manager to join their dynamic group of tax professionals. This selected candidate is influential in the process of preparing and reviewing tax returns and assisting clients with various tax matters. The Tax Supervisor gathers and reviews client tax documents to prepare necessary individual, partnership, estate, corporate, and/or trust tax returns. The ideal candidate has a solid understanding of common tax rules, tax compliance, and tax regulations. This person is also knowledgeable in tax accounting principles. You are a confident and professional communicator, with exceptional time management and organizational skills. The selected candidate will be expected to perform the following duties: Responsibilities • Review business and individual income tax returns., • Review tax projections and quarterly estimates using BNA ., • Review client meeting packages., • Review commission reconciliations., • Review client loan application and forensic materials., • Ensure all tax planning related payments are made on time., • Review and correct financial statements., • Correspond with government agencies relating to client tax notifications received., • Identify and research tax issues applicable to client transactions., • Work closely with Account Executives and Assistant Account Executives to ensure complete and accurate books., • Communicate with Partners and Business Mangers on client related matters., • Supervise, mentor and manage accounting/tax staff, be onsite to answer questions, train and review performance., • Oversee completion of workflow., • Attend Continuing Professional Education (CPE) and in-house tax workshops., • Work extended hours as needed., • Other related duties as assigned. Qualifications: • Oral and Written Communication Skills, • Fluent Command of English, • Professionalism, • Time Management, • Organizational Skills, • Math Aptitude, • Understanding of Generally Accepted Accounting Principles, • Financial Statement Analysis, • Entity Income Taxation, • Individual Income Taxation, • Tax Research, • CCH Axcess, • BNA Tax Projection, • Problem Solving Skills, • Proficiency in Microsoft Office Suite, • Proficiency in Windows, • Bachelor's Degree, Accounting (3.0 GPA or better), • Certified Public Accountant or Enrolled Agent, • 5+ years related experience Benefits • Medical, Dental and Vision coverage, • Flexible Spending Account, • Basic Life and AD&D, • Voluntary Life and AD&D, • Long Term Disability, • Voluntary Critical Illness and Cancer, Hospital Indemnity and Accident Coverage, • Genetic Screening and Cancer Support, • Pet Insurance, • Accrue 15 PTO days annually, • 401k, Match and Profit Sharing Plan, • 10 Paid Holidays and 1 Floating Holiday Many of our job openings can be viewed at

Job Description Are you a leader who has the following traits? • Competitive, • Entrepreneurial, • Coachable, • Communicative, • Self-disciplined What we’re looking for... We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients. What we offer... Training and development We’ll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we’ll subsidize it in your first two full-time contract years, providing you with additional funds, if you qualify, to help keep you on your feet while you complete our training program and grow your business. You’ll also be eligible to get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing insurance agents. Digital tools Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content. Products and solutions Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds1 through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services,2 estate planning strategies, and business solutions. How we will compensate you. You have the power to determine your own income with our commission-based compensation.3 In 2023, the average income of our agents under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $117,359.4 Individual agent performance will determine your income. Benefits for full-time agents include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.5 For more information about commission-based income and benefits for financial professionals please follow this link income-and-benefits Job Type: Full-time Benefits: • 401(k), • 401(k) matching, • Dental insurance, • Flexible schedule, • Health insurance, • Paid time off, • Parental leave, • Tuition reimbursement, • Vision insurance Ability to Commute: • Melville, NY 11747 (Required) Ability to Relocate: • Melville, NY 11747: Relocate before starting work (Required) Work Location: In person

Job Description Are you an experienced Social Services Coordinator ready to join our fantastic team of professionals? MMS Group is on the hunt for someone like YOU! Our Social Services Coordinators are responsible for providing information and referrals that focus on housing success, crisis intervention, employment, education, and health safety to the residents. This position will assist with program outreach and marking materials and coordinate special events. MMS Group is seeking an experienced Social Services Coordinator for a residential property located in Hempstead, NY. Pay Rate: $60,000/yearly Key Responsibilities: * Resident Support: Orient new residents and assist with accessing rent/utility assistance, case management services, and other connections to resources needed to prevent notices and evictions. * Network: Develop and maintain relationships with agencies working with low-income, elderly and/or disabled individuals. Work closely with local supportive service providers in assisting residents to obtain income through employment, SSI, or SSD. * Resourceful: Maintain information on relevant referral resources. Produce community resource documents to promote community access. * Coordinate: plan, organize, and conduct social, educational, artistic, and other community-based activities for residents. * Additional Duties: Perform other duties as outlined in the job description. Desired Skills: * Cultural Sensitivity: Ability to work professionally with diverse ethnic and low-income families * Confidentiality: Ability to maintain the confidentiality of tenants * Organizational Skills: Ability to work independently, organize tasks, manage time, and prioritize projects. * Communication: Excellent listening and communication skills Requirements: * Experience: Minimum 2 years of community organizing or social work * Education: Bachelor’s degree, preferred. * Knowledge: Human service planning, sexual and domestic violence, and low-income * Computer Skills: Proficient in Microsoft Office (Word, Excel, Outlook). About Us: For fifty years, MMS Group and its affiliates (Arco Management and TUC Management) have been dedicated to quality property management. Our growing portfolio exceeds 40,000 residential units and includes affordable housing cooperatives, subsidized rental properties, supportive housing, and conventional apartment buildings. Our clients include progressive building owners, governmental agencies, real estate entrepreneurs, financiers, not-for-profit organizations, and cooperative and condominium boards. While each community and client are unique, each share our singular commitment to excellence. Why join our Team? We invite you to join our growing team of dedicated professionals in a high-tech environment. We offer competitive salaries, benefits, and opportunities for growth and advancement through continuous training and education programs. Contact us today to see how you can achieve your MMS Edge. Perks and Benefits: MMS Group believes in a healthy work-life balance. Keeping our employees in mind, here is a list of a few benefits we offer: * Paid Holidays: 12 paid holidays per year. * Paid Time-Off: Up to 2 weeks PTO in the first year, increasing with tenure. * Healthcare Plans: Comprehensive Medical, Dental, and Vision plans are available after 60 days of employment. * Health Reimbursement Account: Up to $3K per calendar year. * Life Insurance: Company-paid life insurance. * Retirement Savings: Company-matched 401(k) retirement savings plan. * Certifications and Licensing: Company-paid certifications and licensing. * And much more! Are you the person we’re looking for? Apply now. Visit us at for more details! Equal Opportunity Employer

Job Description Overview: SimpleCITI Companies is a vertically integrated real estate and specialty finance platform built to execute across the full investment lifecycle. Our operating companies specialize in real estate acquisitions, capital markets, brokerage, property management, development, and specialty lending. With expertise in industrial, commercial, mixed-use, and residential real estate, SimpleCITI operates at the intersection of capital deployment, operational execution, and long-term value creation. Our real estate verticals include: • SimpleEQUITIES (Private Equity Real Estate), • SimpleADVISORY (Investment Advisory), • SimpleMANAGE (Property Management), • SimpleBRICKS (Development), • SimpleREALTY ADVISORS (Brokerage & Leasing) Job Description: We are currently seeking a highly experienced and results-driven Director of Equity Capital Markets (ECM) with a deep understanding of capital markets and private equity real estate. In this role, you will be responsible for leading and expanding our capital markets division. Your key responsibilities will be to form and build out direct relationships to: • Institutional LP Investors: Pension funds, insurance companies, endowments/foundations, commercial banks, sovereign funds, private equity funds, hedge funds, and mutual funds., • Retail Investors: Registered Investment Advisors (RIA), Broker-Dealers (BD), and High-Net-Worth (HNW) individuals. You will need to possess extensive relationships of these contacts, be proficient in capital markets-specific outreach and CRM software, build and manage the requisite team, and attend roadshows, including LP investor presentations, conferences, and trade shows. As the Director of Equity Capital Markets (ECM), you will play a critical role in expanding our investor base and growing our presence in new markets. • Forge Elite Connections: Cultivate and solidify relationships with top-tier Institutional LP Investors, including pension funds, insurance giants, endowments/foundations, commercial banks, sovereign funds, private equity funds, hedge funds, and mutual funds., • Command Retail Markets: Build and nurture strong bonds with Retail Investors, including Registered Investment Advisors (RIA), Broker-Dealers (BD), and High-Net-Worth (HNW) individuals., • Lead Capital Power Moves: Spearhead capital raising initiatives, driving the fundraising process from inception to successful closure, ensuring robust capital inflow., • Master CRM Excellence: Oversee the development and optimization of a cutting-edge CRM system to manage investor relationships and streamline outreach efforts., • Build a Powerhouse Team: Recruit, inspire, and lead a dynamic, high-performing team dedicated to capital markets and investor relations., • Dominate the Stage: Represent the company with authority and charisma at roadshows, LP investor presentations, conferences, and trade shows, captivating new investors and elevating the company’s profile., • Strategic Synergy: Collaborate with senior leadership to align bold capital market strategies with the company’s ambitious business objectives and growth trajectory. Requirements • Education: Bachelor’s degree in Finance, Economics, Business, or a related field. MBA or advanced degree with distinction highly preferred., • Proven Expertise: Minimum of 10 years of stellar experience in capital markets, private equity, or a related field, with a proven track record of securing substantial capital., • Strategic Relationships: An expansive, high-caliber network within Institutional LP Investors and Retail Investors, with a knack for building and sustaining powerful relationships., • Technical Mastery: Proficient in state-of-the-art capital markets outreach and CRM software, with razor-sharp analytical and strategic planning skills., • Inspirational Leadership: Exceptional leadership abilities, demonstrated through the successful creation and management of high-octane teams., • Compelling Communication: Superior verbal and written communication skills, with the talent to engage and captivate diverse investor audiences. Grow your financial package with your results-driven performance and success Competitive Salary | $100,000 - $300,000 Free Coffee & Beverages Full Service Cafeteria & Starbucks Excellent Networking Opportunities & Exposure to Commercial Real Estate Rapidly Expanding Company

Job Description We are seeking a CFP® for a Servicing Financial Advisor role to support our advisory team in delivering high-quality, client-centered financial planning and wealth management services. This role is ideal for a motivated professional who is building a long-term career in wealth management and wants hands-on experience working with clients, planning processes, and an experienced team. The Servicing Financial Advisor will work closely with lead advisors to prepare financial plans, support client relationships, and gradually take on more responsibility in meetings, analysis, and ongoing service. Key Responsibilities • Support lead advisors in preparing comprehensive financial plans, including retirement, investment, tax, insurance, and estate planning analysis, • Assist with client meeting preparation, follow-up, and documentation, • Participate in client meetings as appropriate and gradually take on client-facing responsibilities, • Conduct investment and financial analysis using planning and portfolio management software, • Maintain accurate client records and documentation in the firm’s CRM and planning systems, • Collaborate with internal team members to ensure a high level of client service, • Bachelor’s degree, • CFP® certification or current enrollment in a CFP® Certification program, • 3 years of experience in financial planning, wealth management, or a related role, • Strong analytical, organizational, and communication skills, • High attention to detail and commitment to accuracy, • Professional demeanor and ability to build trust with clients, • Competitive compensation with growth potential, • Mentorship from experienced advisors, • Exposure to comprehensive financial planning and real client work, • Support for professional development and CFP® certification completion, • Collaborative team environment with a long-term career path

Job Description Company Overview: Caring Transitions of Dix Hills is dedicated to supporting seniors through significant life changes, including downsizing, relocation, and estate organization. Our mission is to alleviate the stress of these transitions for seniors and their families by delivering compassionate and professional moving services. Role Overview: We seek an empathetic and skilled individual to spearhead our moving services division. The Moving Team Leader will be responsible for assembling, training, and leading a team of movers, with a special emphasis on empathy and customer service. This leadership role is ideal for someone with a strong background in moving services who is eager to take on managerial responsibilities and contribute to a meaningful cause. Key Responsibilities: • Recruit, train, and lead a moving and packing team., • Manage the moving services division, including planning and execution of moves., • Disassemble, pack, transport, and reassemble furniture in clients’ new homes., • Install and hang items such as pictures, TVs, and other wall-mounted decor., • Ensure the safety and efficiency of moves, taking into account the unique needs of each client., • Educate team members on best practices in moving, packing, disassembly, and installation., • Foster positive relationships with clients, offering support and understanding during their transition. Requirements: • Proven experience in moving services, with expertise in furniture disassembly/reassembly and installation of home decor., • Willingness and ability to lead, train, and grow a team., • Residence within 20 miles of Dix Hills, Melville, Huntington, East Northport and Smithtown areas., • Capable of lifting more than 30 pounds and performing physically demanding tasks., • Valid driver’s license and reliable transportation., • Strong organizational, planning, and leadership skills., • Empathetic and caring approach, with the ability to provide compassionate service to seniors., • Lead the moving division of a company with a compassionate mission., • Competitive salary, bonus potential, and opportunities for advancement., • Flexible and supportive work environment focused on team building and leadership. iIwcOmrf9i

Job DescriptionWhat’s in it for you?!• Rapid growth through nationwide HVAC acquisitions and expansions!• Clear paths to move up — real career advancement opportunities!• Aggressive sales culture with high earnings potential!• Work with cutting-edge energy and building automation tech!• Strong team environment with field and corporate support!• Positive reputation across commercial and industrial markets!• Full benefits, 401(k), and PTO packages offered! If that’s you, let’s talk!Job Type : Full TimeLocation : Mineola (Onsite | Territory-Based), New YorkPay : Base Salary + Uncapped CommissionsJob Description Summary: Join a high-performing Long Island mechanical services team, part of a national energy platform, as a Senior Sales Executive focused on driving recurring service contract growth. In this role, you’ll prospect, close, and expand relationships with building owners, property managers, and facility leaders across the commercial, healthcare, and institutional markets. This is a pure hunter sales role ideal for someone who knows HVAC service, understands PM contract value, and is ready to own the Mineola territory. What You’ll Do: • Sell preventative maintenance and HVAC service contracts across Long Island and nearby metro areas, • Target commercial real estate, healthcare, and institutional facility stakeholders, • Build and manage a strong outbound pipeline through in-person outreach and local networking, • Conduct site walk-throughs and assessments to scope opportunities, • Collaborate with estimating, operations, and account management teams to ensure delivery aligns with client expectations, • Close business that drives recurring revenue and long-term partnership value, • 5+ years of sales experience in HVAC, MEP, or mechanical service environments, • Selling to owners, property managers, or facilities leaders in commercial or institutional settings, • Proven success developing and closing service contracts in a competitive market, • Familiarity with HVAC systems, service planning, and contract structures, • Strong communication, relationship-building, and proposal development skills, • Competitive base + uncapped commissions and vehicle allowance, • Supportive regional leadership with a national brand behind you, • Full benefits package: medical, dental, vision, 401(k) match, PTO, • Be part of a company that values ethics, operational excellence, and long-term customer relationshipsOur client asked me to submit 3 great people within the next few days. We work directly with the hiring manager and can arrange interviews within a few days #INDEH123

Job Description The Organization: The Wealth Alliance is an SEC-registered investment advisory firm based in Melville, New York. WA was founded in 2019 and currently employs over 30 professionals, including Certified Financial Planners, public accountants, investment management analysts, and a top-tier team of service professionals. The Position: The Wealth Alliance is looking for a seasoned Financial Advisor who shares their values and is ready to hit the ground running. You'll serve as the primary relationship manager for a select group of clients, delivering holistic financial advice while also contributing to the firm's continued growth. This is an in-person role based in Melville, NY. Whether you're coming in with a small existing book or none at all, your focus will be on deepening relationships and delivering exceptional service across the firm's established client base. Responsibilities: • Serve as the primary relationship manager for a select group of clients, developing a deep understanding of their values, goals, and priorities., • Develop and implement personalized financial plans tailored to each client's individual needs and objectives., • Deliver holistic financial advice across investments, retirement planning, estate considerations, tax strategies, and risk management., • Engage clients in clear, thoughtful conversations that simplify complex financial concepts into actionable strategies., • Proactively reach out to clients to provide guidance, reassurance, and timely updates through different life stages and market environments., • Conduct a thorough financial analysis to identify growth opportunities and mitigate risk., • Collaborate with internal specialists to create comprehensive, tailored financial plans., • Utilize financial software to track client progress and generate reports., • Stay current on financial services trends, tax regulations, and securities law. Qualifications: • 10+ years of experience as a Financial Advisor, Wealth Manager, or similar client-facing role at an RIA or wealth management firm., • 3+ years developing and managing relationships with high-net-worth clients., • Bachelor's degree in Finance, Economics, Business, or a related field (required); Master's degree a plus., • CFP, CFA, CPA, or similar professional designation strongly preferred., • Solid background in financial sales or a related advisory field., • Deep knowledge of estate planning, tax strategy, and wills & trusts., • Expertise in wealth management, investment management, cash management, and portfolio management., • Familiarity with accounting principles and CRM platforms., • Strong research, analytical, and mathematical skills., • Existing book of business a plus, but not required. Salary & Benefits: • Compensation based on experience., • 401(k) with company contributions, • Health, dental, and vision insurance, • Health savings account (HSA), • Life insurance, • Paid time off #INDM

Job Description We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today! Compensation: $75,000 - $125,000 yearly Responsibilities: • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs, • Embrace the role of a structured yet coachable team player open to continued education and training from other team members, • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals, • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects, • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients, • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired, • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required, • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired About New York Life... New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients. We’re proud of our financial strength.5 • A++ Superior (A.M. Best), • AAA Exceptionally Strong (Fitch), • Aaa Exceptional (Moody’s), • Human Rights Campaign: 2022 Corporate Equality Index, • Forbes 2022: America’s Best Employers for Diversity, • Latino Leaders 2022 Best Companies for Latinos to Work For

Job Description What We Offer: • The ability to design your career with a hybrid work model, combining remote flexibility with in-person training, team collaboration, and ongoing support from a Forbes-recognized insurance organization, • A comprehensive benefits package, including medical, dental, and vision coverage; a 401(k) with company participation; and group life insurance, • A training stipend plus performance-based incentive opportunities, • Company-sponsored licensing, education, and professional development, • Clear pathways for career advancement, including opportunities to grow into leadership roles Applicants must be within commuting distance of Hauppauge, NY. Compensation: $100,000 OTE Responsibilities: Client Relationship Management • Build and maintain long-term client relationships through consistent communication and regular review meetings, • Lead discovery conversations to understand clients’ financial objectives, risk tolerance, and personal priorities, • Deliver clear, confident, and compliant financial guidance tailored to client needs Financial Planning & Analysis • Analyze client financial information to develop comprehensive, personalized financial plans, • Provide guidance on retirement planning, investment strategies, tax-efficient solutions, education funding, risk management, and estate planning, • Prepare and present financial plan recommendations, including ongoing performance reviews Sales & Business Development • Identify new client opportunities through referrals, networking, and community engagement, • Recommend tailored investment and insurance solutions to meet individual client goals, • Consistently meet or exceed activity, growth, and revenue targets Compliance & Documentation • Ensure accurate and timely documentation in compliance with SEC, FINRA, and internal policies, • Stay up to date on market trends, product offerings, and regulatory changes, • Active Series 7 and 66 licenses (or Series 65/63 combination), or equivalent state insurance and securities licenses, • Bachelor’s degree in finance, business, economics, or a related field, or equivalent professional experience, • Minimum of 2 years of experience as a financial advisor, financial planner, or in a similar financial services role, • Strong understanding of investment products, financial planning principles, and regulatory requirements, • Excellent communication, presentation, and client relationship management skills, • Must be able to attend all in-office meetings and events Preferred Qualifications • CFP, ChFC, or progress toward obtaining a professional designation, • Experience with CRM systems and financial planning software, • Existing book of business (preferred but not required)About Company, • With a strong partner with over 175 Years of stability. A legacy of helping families and businesses since 1848., • Fortune 500 Company - Backed by the strength and support of a nationally recognized company., • Forbes America's Best Insurance Companies Permanent Life 2025., • Mission Driven - "Do good. Be good. Make good."

Job DescriptionOur client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit, and Insurance. Due to its active growth in key markets across the U.S. we have been asked to exclusively identify candidates in the Long Island/Metro market. Our client is seeking a Senior Advisor/ Banker who leads with investments. • Manage, develop and retain full-service relationships with both UHNW & HNW clients., • Must have strong COI’s and or an established book of clients within the Long Island/Metro market and be able to self source., • Work within a business model that strengthens collaborations between internal departments, teams and specialists to maximize cross-selling opportunities., • Provide integrated financial services advice to these clients including banking, credit, asset management, and trust and estate planning., • Work collaboratively and proactively with branches and regional teams to identify and generate referrals., • Proactively develop internal and external networks for referral sources that generate prospects and create visibility in the marketplace., • Provide financial advice and counsel to clients and prospective clients regarding trends and conditions of the business environment and general banking trends., • Actively participate in community and business functions/groups., • Possess a self-motivated, highly driven, and entrepreneurial personality. Required Experience: • Bachelor's degree with 7+ years' experience in the wealth management industry as either a Financial Advisor, Private Banker, or Relationship Manager with proven track record of generating an AUM exceeding 100M USD or T-12 of at least 350K USD., • Must have Series 7 and 66 or equivalent as well as insurance licenses for Life, Health, and Variable products

Job Description Transform your ambitions into real achievement. Are you searching for a chance to grow a fulfilling career in the financial world—even without previous industry experience? Our firm is looking for motivated individuals who are ready to learn and advance within financial services. As a Financial Representative, you’ll guide individuals, families, and business owners in creating strategies to reach their long-term financial objectives. With our structured training program, you’ll develop the knowledge and expertise needed to succeed while building a career that truly makes a difference. What we provide: • The flexibility to shape your own career through a hybrid work setup—enjoy remote work combined with in-person training, team collaboration, and continuous support from a Forbes-recognized top insurance company., • A full benefits package, including medical, dental, and vision coverage, a 401(k) plan, and group life insurance., • A training stipend, along with performance-based bonuses., • Weekly team meetings and lunch and learns, • Company-funded professional growth and licensing opportunities., • Room for career progression: We’re seeking motivated individuals who want to grow professionally and step into leadership roles over time., • Mentorship with our advisors to help get you running within your first year., • Networking events that allow you to grow your business and meet potential new clients. No background in finance? That’s completely fine. • More than 90% of our leading advisors began their careers in areas such as Real Estate, Accounting, Education, and other non-financial fields such as sales., • We will train you and provide you with mentorship that will make you successful, • Will teach you how to network and build a book of business., • If you’ve found success in your current profession and are ready for a new opportunity, we’ll equip you with the training, tools, and mentorship you need to excel in financial services., • We are here to support you and help your business grow. Applicants must be within commuting distance to Hauppauge, NY. Will not be accepting applicants from out of state. Compensation: $90,000 OTE Responsibilities: • Offer solutions in insurance, asset accumulation, and retirement planning., • Develop client relationships and provide tailored financial strategies., • Work within a hybrid model, attending in-person meetings and training sessions as required., • Follow a leadership advancement track with career growth opportunities., • Maintain licensing and keep licenses up to date each year., • Working with an experienced mentor who has been in the industry 3-5 years., • Attending seminars and trainings weekly/monthly to stay up to date on latest products. Qualifications:, • Strong interpersonal and communication skills., • Self-motivated, coachable, and driven to succeed., • No prior financial experience is required, and comprehensive training is included., • Competitive mindset with a history of leadership or achievement., • Must be authorized to work in the US., • Willing to get licensing in the first year of hire.About Company, • With a strong partner with over 175 Years of stability. A legacy of helping families and businesses since 1848., • Fortune 500 Company - Backed by the strength and support of a nationally recognized company., • Forbes America's Best Insurance Companies Permanent Life 2025., • Mission Driven - "Do good. Be good. Make good."

Job Description Our client is hiring a Senior Tax Preparer to join their dynamic group of tax professionals. This selected candidate is influential in the process of preparing tax returns and assisting clients with various tax matters. The Senior Tax Preparer gathers and reviews client tax documents to prepare necessary individual, partnership, estate, corporate, and/or trust tax returns. The ideal candidate has a solid understanding of common tax rules, tax compliance, and tax regulations. This person is also knowledgeable in tax accounting principles. You are a confident and professional communicator, with exceptional time management and organizational skills. The selected candidate will be expected to perform the following duties: Responsibilities: • Preparation of federal and multi-state income tax returns., • Partner closely with high-net-worth individuals, large family groups, and family offices to handle tax work papers for their businesses, investments and estate planning entities., • Prepare tax accounting adjustments and financial statements for individuals, corporations, partnerships, trusts, and estates., • Prepare personal, corporate, partnership, and estate/trust tax returns of varying complexity., • Prepare payroll tax returns for state and federal reporting., • Understand client tax issues and situations and assist with tax research., • Identify and recommend tax strategies that better position a client's understanding of tax law., • Correspondence with tax authorities, and/or IRS inquiries. Draft responses to governmental queries, notes, or mandates., • Assist other team members with accounting responsibilities, as necessary., • Competency in Microsoft applications including Word, Excel and Outlook., • Self-motivated with excellent organization skills., • Strong verbal and written communication skills a must., • Attention to detail and ability to multi-task is a must., • Strong organizational and problem-solving skills., • Exceptional interpersonal skills., • Friendly and professional demeanor., • Ability to work well with a team and pitch in when needed., • High School diploma required., • Bachelor's degree in Accounting, Finance, or related field from an accredited institution preferred., • 2+ years of experience working within a corporate tax department is preferred., • 2+ years of experience preparing complex tax packages., • Experience working with tax preparation software such as BNA and CCH Axcess.Licensed CPA or Enrolled Agent preferred.

Job DescriptionSalary: 90,000-120,000 NKSFB, LLCis the largest business management firm in the country, with more than 650 employees working from seven offices in the Los Angeles and New York City area. We work alongside the worlds top artists in music, film, and television, as well as athletes, executives, entrepreneurs, and other high achievers, offering a sophisticated range of concierge-style services to meet their lifestyle management needs. Job Title:Senior Tax Accountant Reports To:Tax Manager FLSA Status:Exempt Department:Tax Your Role:The Tax team in Garden City is hiring a Senior Tax Preparer to join our dynamic group of tax professionals.This selected candidate is influential in the process of preparing tax returns and assisting clients with various tax matters. The Senior Tax Preparer gathers and reviews client tax documents to prepare necessary individual, partnership, estate, corporate, and/or trust tax returns. The ideal candidate has a solid understanding of common tax rules, tax compliance, and tax regulations. This person is also knowledgeable in tax accounting principles. You are a confident and professional communicator, with exceptional time management and organizational skills. The selected candidate will be expected to perform the following duties: What will you do? • Preparation of federal and multi-state income tax returns., • Partner closely with high-net-worth individuals, large family groups, and family offices to handle tax work papers for their businesses, investments and estate planning entities., • Prepare tax accounting adjustments and financial statements for individuals, corporations, partnerships, trusts, and estates., • Prepare personal, corporate, partnership, and estate/trust tax returnsof varying complexity., • Prepare payroll tax returns for state and federal reporting., • Understand client tax issues and situations and assist with tax research., • Identify and recommend tax strategies that better position a clients understanding of tax law., • Correspondence with tax authorities, and/or IRS inquiries. Draft responses to governmental queries, notes, or mandates., • Assistother team members with accounting responsibilities, as necessary., • Uphold the firm's code of ethics and business conduct. What Do you Need to Succeed: • Competency in Microsoft applications including Word,Excel and Outlook., • Self-motivated with excellentorganization skills., • Strong verbal and written communication skillsa must., • Attention to detail and ability to multi-task is amust., • Strong organizational and problem-solving skills., • Exceptional interpersonal skills., • Friendly and professional demeanor., • Ability to work well with a team and pitch in when needed. Education and Experience Requirements: • High School diplomarequired., • Bachelor's degreein Accounting, Finance, or related field from an accredited institution preferred., • 2+ years of experience working within a corporate tax department is preferred., • 2+ years of experience preparing complex tax packages., • Experience working with tax preparation software such as BNA and CCH Axcess., • Licensed CPA or Enrolled Agent preferred. Physical Demands and Work Environment: • Standing, walking, crouching, and regular lifting up to 15 pounds., • Frequent use of hands and reaching with hands and arms., • Regularly talking, hearing, seeing, and sitting., • Moderate to loud noise level., • Risk of electrical shock. Salary Range: The salary range for this role is $90,000 - $120,000 and represents the firms good faith and reasonable estimate of the range of possible compensation at the time of posting. Actual compensation will be dependent upon a number of factors, including but not limited to, the candidates relevant experience, qualifications, and location. What We Offer:NKSFB offersa great variety of benefits and perks to our employees. Some of these include: • Medical, Dental and Vision coverage, • Flexible Spending Account, • Basic Life and AD&D, • Voluntary Life and AD&D, • Long Term Disability, • Voluntary Critical Illness and Cancer, Hospital Indemnity and Accident Coverage, • Genetic Screening and Cancer Support, • Pet Insurance, • Accrue 15 PTO days annually, • 401k, Match andProfit Sharing Plan, • 10 Paid Holidays and 1 Floating Holiday The job duties listed are typical examples of work performed by positions in this job classifications and are not designed to contain or be interpreted as a comprehensive inventory of all duties, tasks and responsibilities. Employees may also perform other duties as assigned. NKSFB, LLCis an Equal Opportunity Employer and is committed to diversity and inclusion. If youre a qualified candidate with a disability and you need a reasonable accommodation in order to apply for this position, please contact us . We collect your personal information when you apply for employment at NKSFB, LLC. To learn more about our data privacy practices, please view ourEmployee Privacy Policy. #ZR

Job Description Senior Accounting Analyst Location: Hicksville, NY (On-Site) Reports To: Chief Financial Officer Nassau Candy is a leading manufacturer, importer, and distributor of specialty confections and gourmet foods with national reach and multiple operating divisions. We are seeking a highly analytical and detail-oriented Senior Accounting Analyst to support our growing finance organization. This is a high-visibility role working directly with the CFO, with exposure to corporate accounting, tax, audit, compliance, and financial planning activities across multiple entities. The right candidate will gain broad exposure across corporate accounting, tax, insurance, compliance, and financial planning — making this a strong career accelerator within a growing, privately held organization. Position Summary The Senior Accounting Analyst will play a key role in corporate accounting, compliance, audit coordination, tax support, financial analysis, and reporting. This individual must be hands-on, technically strong, and comfortable managing multiple projects simultaneously in a fast-paced environment. This role is ideal for a public accounting professional or experienced corporate accountant seeking broader exposure across audit, tax, budgeting, compliance, and operational finance. Why This Role Matters: This is not a back-office transactional role. It is a strategic, analytical position that supports: • Multi-entity financial oversight, • Audit and tax compliance integrity, • Corporate governance and regulatory compliance, • Executive decision support Key Responsibilities: Audit & Compliance • Prepare support for and manage the annual 401(k) audit, including coordination of ADP census testing., • Manage annual insurance audits (Workers’ Compensation, Auto, General Liability)., • Prepare documentation and support for annual insurance renewals., • Manage annual compliance filings (IDA and various state agencies)., • Support preparation of tax trial balances and documentation for tax return preparation., • Oversee certain corporate tax filings., • Perform accounting write-ups and prepare financial statements for smaller affiliated entities., • Reconcile and analyze intercompany and general ledger accounts., • Review general ledger AP postings for accuracy and completeness., • Analyze corporate credit card spend and ensure appropriate expense coding., • Prepare annual budgets and pro forma financial statements., • Provide ad hoc reporting and analysis on revenue, expenses, customers, and inventory., • Track company tax and expense projects across entities., • Bachelor’s degree in Accounting or Finance (CPA strongly preferred or in progress)., • 4–8+ years of accounting experience (public accounting experience preferred)., • Strong knowledge of GAAP, general ledger accounting, and audit support., • Experience supporting tax compliance and working with outside tax advisors., • Advanced Excel skills (pivot tables, lookups, financial modeling)., • Experience with ERP systems and ADP reporting a plus., • Experience in manufacturing and or distribution preferred., • Highly organized with strong attention to detail., • Ability to manage multiple deadlines and projects simultaneously., • Strong communication skills with the ability to present financial information clearly. This is an excellent opportunity to join a well-established and thriving Long Island company! What We Offer: • Competitive Salary, Annual Reviews, Promotions from Within, • Medical, Dental, Vision, AFLAC, and Pet Insurance, • 401 (k), • Entrepreneurial environment