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Senior Tax Manager | Melville, NY | $150,000 to $180,000 \n $150,000 to $180,000, flexible working hours, healthcare, 401(k) and the opportunity to become part of a firm's senior leadership team. \n \n There's a point in your career where reviewing tax returns isn't enough anymore. \n You want more influence, more responsibility and a genuine say in how a firm operates. \n I'm working with a boutique CPA firm in Melville, Long Island, that's looking for a Senior Tax Manager to help lead its tax practice. \n \n The firm works with high net worth individuals, family businesses, real estate investors and closely held companies, offering a mix of tax, accounting and advisory services. \n What's the job? \n \n You'll work closely with the Managing Partner, overseeing complex tax engagements, developing the team and managing key client relationships. \n \n There's plenty of technical work, including 1040, 1065, 1120S, 1120, 1041 and gift tax returns, alongside tax planning, projections and advisory. \n \n You'll also help manage workflow, mentor junior accountants and get involved in the day to day running of the firm. \n \n What are they looking for? \n\n • An active CPA qualification.\n, • 8 to 10 years of tax experience within public accounting, business management or a family office.\n, • At least 3 years of staff management and tax review experience.\n, • Strong experience with high net worth individuals and closely held businesses.\n, • Confidence managing client relationships and advising on complex tax matters.\n, • Experience using CCH Axcess Tax and CCH Engagement.\n\n \n Why consider it? \n This isn't a position where you'll spend the next 5 years doing exactly what you're doing today. \n The firm is developing its senior management team, creating an opportunity for someone who wants to take on more responsibility and help shape how the practice operates. \n \n If you're an experienced Tax Manager who's ready for a bigger role, but doesn't necessarily want the politics of a large accounting firm, this could be a very interesting move.

Established Real Estate and Property Manangement Firm on Long Island is Looking to Hire a CFO. Full Time, Benefits, PTO, IMMEDIATE HIRE This Jobot Job is hosted by: Adam Cejnowski Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume. Salary: $285,000 - $330,000 per year A bit about us: Established Real Estate and Property Management Corp is looking to add a full time CFO to their team. This position would be to lead and manage a already developed A/F team. If you are an experienced executive looking to bring your skills and management style to a new team we would love to speak with you. Why join us? Full Time Full Benefits 1o Federal Holidays off PTO package Medium sized company Company has shown tremendous growth and retention If you would like more information about this opportunity please email a confidential resume to https://jobot.com/apply/cfo-real-estate/47022884?utm_source=Monster or call 949.996.8921 Job Details 10-15 years of progressive financial 5-7 years specifically within commercial or residential real estate, development, or property management Proven track record of managing multi-million or multi-billion dollar budgets, assets under management (AUM), or complex financial portfolios. Complete command over industry-standard enterprise resource planning (ERP) and property management software, primarily Yardi, MRI Software, or RealPage, alongside ARGUS for valuation modeling. manage covenant compliance on existing debt, project development contingencies, and optimal cash reserve management across individual property LLC Interested in hearing more? Easy Apply now by clicking the "Quick 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

About Us At Handsome Homebuyer, we’re flipping the script on real estate investment. Based in Long Island and operating across the NYC metro area, we specialize in acquiring, renovating, building, and wholesaling properties—bringing integrity, energy, and excellence to everything we do. As we continue to grow, we’re looking for a proven sales leader to manage the team responsible for turning qualified seller opportunities into profitable transactions. The Opportunity We’re seeking a driven, metrics-oriented Sales Team Manager to lead and develop our Field Representatives, Underwriter, Disposition Specialist, and Transaction Coordinator. This person will own the performance of the sales and transaction funnel after a qualified seller opportunity is handed off by our Lead Intake team—from the initial seller appointment through underwriting, offer presentation, negotiation, accepted offer, contract, disposition, and closing. The Sales Team Manager will be responsible for creating accountability across multiple interconnected roles while ensuring each department works together effectively to maximize conversion, profitability, seller experience, and successful closings. This is a highly hands-on leadership role. The right person will be equally comfortable analyzing conversion data, coaching a Field Representative after an appointment, reviewing deal strategy with the Underwriter, identifying a breakdown in the sales process, and holding team members accountable for results. What You’ll Do Sales Leadership & Accountability • Lead and manage the Field Representative team, the Underwriting Team, the Disposition Specialist Team, and the Transaction Coordination Team., • Establish clear individual, departmental, and team KPIs and performance expectations., • Hold regular one-on-one coaching sessions, team meetings, pipeline reviews, and performance reviews., • Create a culture of accountability, urgency, collaboration, and continuous improvement., • Drive the team toward achieving the set sales and production targets., • Identify performance gaps and implement specific coaching or corrective-action plans., • Participate in recruiting, interviewing, onboarding, and developing team members across the sales organization. Field Sales Leadership & Development • Directly coach and develop the Field Representative team., • Spend meaningful time in the field observing appointments and coaching Field Representatives firsthand., • Review seller conversations and appointment performance to identify coaching opportunities., • Coach Field Representatives on discovery, rapport building, property evaluation, offer presentation, objection handling, negotiation, follow-up, and closing., • Ensure Field Representatives are effectively uncovering seller motivations and presenting solutions that align with each seller’s circumstances., • Improve consistency in how appointments are conducted and how offers are presented., • Develop role-playing, practice, and ongoing training programs for the Field Sales team., • Hold Field Representatives accountable for timely and persistent follow-up on opportunities that do not immediately convert. Sales Funnel & Conversion Management • Own performance of the sales funnel from 1st Appointment → Accepted Offer → Under Contract → Closing., • Continuously analyze conversion rates at every stage of the funnel., • Identify where opportunities are being lost and determine the root causes., • Develop strategies to improve appointment-to-offer, offer-to-accepted-offer, accepted-offer-to-contract, and contract-to-close performance., • Monitor sales pipelines to ensure opportunities are progressing and appropriate follow-up is occurring., • Identify stalled deals and work with the team to determine the appropriate next action., • Analyze performance by Field Representative, lead source, deal type, seller situation, and other relevant factors., • Ensure the team is balancing conversion with deal quality and profitability rather than pursuing volume at the expense of sound acquisitions. Underwriting & Deal Strategy • Oversee the Underwriting Team and ensure Field Representatives receive timely, accurate, and actionable deal guidance., • Ensure underwriting standards are applied consistently., • Facilitate effective communication between Field Representatives and Underwriting., • Review challenging or strategically important opportunities and help determine the best path toward securing the deal., • Ensure offers are structured appropriately based on property condition, market conditions, seller motivation, exit strategy, and company objectives., • Analyze lost opportunities to determine whether pricing, underwriting, sales execution, competition, or other factors contributed to the loss., • Help develop creative solutions for opportunities that may not fit the company’s standard acquisition model. Disposition & Transaction Performance • Oversee the Disposition Specialist Team and ensure acquired properties are moved toward the appropriate exit strategy efficiently., • Monitor disposition performance, timelines, buyer activity, and deal profitability., • Ensure communication between Acquisitions, Underwriting, Dispositions, and Transaction Coordination remains strong throughout the life of each deal., • Oversee the Transaction Coordinator Team and ensure contracted deals progress toward closing efficiently and accurately., • Identify issues threatening a closing and ensure the appropriate team members take action quickly., • Monitor fallout and cancellation trends and develop strategies to reduce preventable deal loss., • Ensure clean handoffs and clear accountability as deals move from acquisition through contract, disposition, and closing. Coaching, Training & Quality Assurance • Develop structured training and ongoing development programs across the sales organization., • Use call recordings, appointment recordings, deal outcomes, conversion data, and other performance information to identify coaching opportunities., • Conduct regular role-playing and deal-review exercises., • Turn recurring sales weaknesses into team-wide training initiatives., • Develop future leaders and create clear expectations for professional growth., • Ensure successful strategies and behaviors are documented and replicated across the team. Process, Strategy & Continuous Improvement • Build, document, maintain, and improve scalable sales systems, scripts, SOPs, and processes., • Ensure consistent and accurate CRM usage across all departments under the Sales Team Manager., • Analyze sales data to identify trends, bottlenecks, and opportunities for improvement., • Identify new tools, technology, training methods, and strategies that can improve conversion and productivity., • Partner closely with the Lead Intake Team Manager to continuously improve lead qualification, appointment quality, and the LIS-to-Field-Rep handoff., • Partner with Marketing to provide feedback regarding lead quality and downstream conversion., • Collaborate with senior leadership on forecasting, compensation planning, staffing, team structure, and sales strategy., • Translate company objectives into measurable departmental goals and day-to-day execution. Key Performance Areas Success in this role will primarily be measured by the performance of the sales organization, including: • 1st Appointment → Accepted Offer Conversion Rate, • 1st Appointment → Under Contract Conversion Rate, • Accepted Offer → Under Contract Conversion Rate, • Under Contract → Closing Rate, • 1st Appointment Cancellation Rate, • Field Representative Follow-Up Execution, • Sales Cycle / Time to Conversion, • Field Representative Quality & Performance Scores, • Underwriting Responsiveness & Accuracy, • Disposition Performance, • Transaction / Closing Performance, • Deal Profitability, • Individual & Departmental KPI Attainment, • Overall Sales Team Production What We’re Looking For • 5+ years of sales leadership experience, preferably managing outside or consultative sales teams., • Proven track record of improving sales performance and driving teams to exceed revenue or production goals., • Strong coaching ability with a willingness to work directly alongside salespeople in the field., • Experience managing complex sales funnels with multiple departments or handoffs., • Strong analytical skills and ability to diagnose performance using KPIs, conversion data, and pipeline analysis., • Excellent negotiation, sales, and problem-solving skills., • Strong business and financial acumen., • Ability to balance sales conversion with profitability and operational execution., • Comfortable holding high-performing salespeople and department leaders accountable., • Proficient with CRM systems, sales reporting, and performance analysis., • Strong organizational skills and attention to detail., • Comfortable operating in a fast-paced, high-growth environment., • Energetic, positive, competitive, and passionate about coaching, leadership, and winning. What We Offer • Base Salary Range: $130,000-$150,000/year, • Total Compensation: $205,000-$245,000/year, • Full-time, stable career in a growing real estate investment company, • Professional development and growth opportunities, • Be part of a high-performing, fast-paced sales team, • 20 days of PTO Why Join Us? • Lead the team directly responsible for converting seller opportunities into successful real estate transactions., • Shape and scale the sales systems of a rapidly growing company., • Develop salespeople and future leaders while having a measurable impact on company performance., • Work directly with senior leadership on strategy and growth., • Join a company that believes in investing in its people., • Four weeks of PTO., • Homebuyers Program – We’ll help you become a homeowner. Apply Today If you’re ready to build a powerhouse sales organization and play a major role in the next chapter of Handsome Homebuyer, send your resume and a brief cover letter to careers@handsomehomebuyer.com.

Most wealth advisors spend their days cold calling, begging for referrals, and selling products they didn’t create. We don’t. At Analog Capital Partners, we’ve rebuilt the advisory business from the ground up. No chasing prospects. No outdated sales scripts. No endless networking breakfasts. We deliver qualified inbound clients. You do what actually matters—help people build wealth. What You’ll Actually Do Become the trusted strategist families rely on—not another commission-driven salesperson. Guide clients through: • Building long-term wealth, • Designing investment strategies, • Retirement freedom, • Tax-efficient planning, • Estate and legacy planning, • Protecting what they’ve built You’ll spend your time giving advice instead of hunting for business. Why Advisors Join Us • We generate the leads., • We schedule the meetings., • We handle the technology., • Automated portfolio management and rebalancing., • Digital onboarding from start to finish., • No existing book required., • Training included., • Remote from anywhere. Instead of spending years trying to build a practice from scratch, you can focus on becoming an exceptional advisor. How You’re Paid • No arbitrary caps., • Earn 50% of profits with unlimited upside., • Already have a client book? Bring it with you and earn 65% profit sharing., • Your success isn’t limited by corporate pay bands. Who This Isn’t For This isn’t for advisors looking to hide behind a desk. This is for professionals who want to own conversations, challenge conventional financial advice, and build meaningful relationships with clients—without the politics and bureaucracy of traditional wealth management firms. If you’re tired of the old Wall Street model, you’ll fit right in.

Cona Law PLLC | Melville, NY Full-time, on-site | 9:00 a.m.–5:00 p.m. Cona Law PLLC is seeking an organized Finance and Billing Administrative Assistant to support our billing and finance team. This position combines billing support, payment tracking, reporting, and office administration in our Melville office. What you’ll do • Prepare draft invoices in Clio Manage, verify billing information, and route discrepancies for review., • Email or mail approved invoices according to client preferences., • Record payments and maintain accurate payment records., • Update accounts receivable trackers and help prepare reports on outstanding balances., • Answer routine billing questions, follow up on invoices, and coordinate approved payment arrangements., • Prepare attorney billable-hours reports and flag missing information., • Keep referral commission records and payment status current., • Support routine bookkeeping, correspondence, and confidential recordkeeping., • Provide reception coverage during lunch breaks and days off., • Assist with special projects and perform other duties as assigned to support the needs of the firm. What you’ll bring • Experience in billing, accounts receivable, bookkeeping support, or finance administration., • Comfort using Microsoft Excel and maintaining accurate financial records., • Strong organization, attention to detail, and reliable follow-through., • Professional communication and discretion with confidential information., • Experience with Clio Manage, QuickBooks, or professional services billing is a plus. Benefits Health, dental, and vision insurance; a 401(k) plan with firm match; paid time off and holidays; and access to an on-site fitness center. Cona Law serves clients in elder law, estate planning, and health care law. Our Melville office offers a collaborative work environment and opportunities to develop new skills. To apply: Submit your resume through LinkedIn with a brief description of your relevant billing, finance, or administrative experience.

Stockbroker Program - from $27 p/h + Commission & Benefits - Melville, NY (Be within 30 miles from 11747 NYC) The Role Are you ready to embark on an exciting journey in the financial industry? Do you have a keen interest in financial markets and a drive to excel in your career? If so, we have an exciting opportunity for you. Aegis are a trusted provider of financial services since 1984, is seeking self-motivated and hard-working individuals for our Stockbroker Program based in Melville, NY. As a Stockbroker, you will learn to develop the skills and knowledge needed to succeed in the fast-paced world of stockbroking. We offer flexible employment structures that empower our consultants to work in a manner that aligns with their personal preferences while delivering exceptional service to our clients. * Key Responsibilities • Assist senior stockbrokers in conducting research and analysis., • Build and maintain relationships with clients, providing them with personalized investment advice and recommendations., • Execute trades and manage client portfolios under supervision., • Stay updated on market trends and developments. The Company Aegis Capital Corporation “Aegis” has been in business for almost 40 years catering to the needs of private clients, institutions and corporations. Aegis was founded in 1984 and offers its investment representatives a conflict free service platform and is able to provide a full range of products and services including investment banking, wealth management, insurance, retirement planning, structured products, private equity, alternatives, equity research, fixed income and special purpose vehicles. The Benefits • Full sponsorship and paid studying/testing., • Employee discount., • Referral program., • Bonus and commission pay. The Person • Previous banking or lending experience is preferred., • Previous experience in similar role, such as financial advisor or investment consultant., • Knowledge of financial markets, investment products, and trading strategies., • Excellent communication and interpersonal skills., • Strong analytical and problem-solving abilities. Join our team of dedicated professionals and seize the opportunity to shape your future in the exciting field of stockbroking. Apply today and unlock your potential with Aegis Capital! • other Aegis benefits: we have investment banking and lending, individual sales, financial Advisory fee-based opportunities, broker and real estate investment trusts, global wealth management, military friendly (Army, Navy, Marines, Air Force and veterans) business and entrepreneur telemarketing style, Series 7, Series 6, Series 63, Series 66. This is available to all employees. Seasoned Brokers and Investment Advisors are also welcome for an interview for placement. Brokerage and investment advisory services are offered through Aegis Capital Corporation, a member of FINRA <> and SIPC. <> Please use this link to view Aegis Capital Corp Risk Disclosures and Form CRS (Customer Relationship Summary) <_>

About Us: Cona Elder Law is an award-winning and well-respected elder law and estate planning firm dedicated to serving the legal and financial needs of older adults and their families. We concentrate in legal matters such as asset protection planning, estate planning, Medicaid planning and applications, guardianships, estate litigation, and health care reimbursement and recovery. We are committed to providing compassionate, high-quality legal services with integrity and professionalism. Position Summary: The Client Care Coordinator will play a critical role in creating a positive first impression for clients reaching out during often stressful and emotional times. You will handle inbound calls and inquiries, gather essential information, schedule consultations, and guide potential clients through the initial steps of the legal process. Your ability to listen with empathy, communicate clearly, and maintain a calm and friendly demeanor will help put our clients at ease. Team members “own” their positions at Cona Elder Law and are 100% responsible for their own work. You will have extensive client contact and opportunities to represent the firm outside of the office. You will have autonomy and independence while being part of a collaborative team. Key Responsibilities: • Answer and manage incoming phone calls with professionalism, warmth, and empathy., • Serve as the first point of contact for new and prospective clients., • Collect and accurately record client information using established intake procedures., • Explain the firm’s services clearly and concisely while remaining reassuring and respectful., • Schedule consultations and confirm with clients prior to their appointment., • Ensure that there aren’t any conflicts in the calendar for all team members., • Create new matters for private clients in Clio Manage., • Prepare redwelds and subfolders for new cases., • Work closely with the IT Director to develop more efficient intake procedures through Clio Grow and Clio Manage., • Prepare “Thank You” cards for mailing., • Cover the 1-hour lunch break for the receptionist daily., • Maintain client confidentiality and ensure compliance with privacy laws and firm policies., • Work closely with attorneys and legal staff to relay client information and ensure a seamless handoff., • Keep organized records and update client management systems promptly and accurately., • Continuously improve intake procedures through feedback and collaboration., • All other duties as assigned. Qualifications: • High school diploma or equivalent required; additional education or experience in legal or healthcare fields is a plus., • Exceptional phone and interpersonal skills., • Patient, calm, and empathetic, particularly with elderly clients and family members., • Highly organized and detail-oriented; able to manage multiple tasks efficiently., • Excellent written and verbal communication skills., • Able to follow structured processes and adapt to new systems and procedures., • Tech-savvy; comfortable using client intake software and office productivity tools., • Experience in a law office or with elder care services preferred. Benefits: • Competitive salary commensurate with experience., • Health, dental, and vision insurance., • 401(k) plan with firm match., • Generous paid time off and holidays., • Opportunity to work in a supportive and collegial work environment. Additional Perks: • Flexible schedules., • Work/life Integration., • Awesome company parties/events., • Fun, energetic work environment., • Opportunity to learn new skills!, • State-of-the-art gym with complimentary membership., • Interior Pickle Ball and Basketball Courts with on-site locker rooms and showers., • Interior Golf Center with simulator and putting green., • On-site Restaurant & Dining Area on lower level with Foosball and Shuffleboard Tables., • In-office Zen Room, for relaxing quiet time., • Charitable events and opportunities for community involvement., • Social events fostering a positive, engaging work environment., • Superb Firm Culture, a collaborative work environment, company outings, kitchen snacks, fresh fruit, coffee., • Centrally located, modern office building, beautiful contemporary offices, ample parking, convenient headquarters in Melville, Long Island. Growth Opportunities: • Lead Client Care Coordinator, • Senior Client Care Coordinator

As the largest real estate private fund administrator by funds administered, we offer a full suite of financial products to our clients, from general accounting and tax planning to outsourced services and investor relations. EisnerAmper is one of the largest accounting, tax, and business advisory fi

Most wealth advisors spend their days cold calling, begging for referrals, and selling products they didn’t create. \n \n We don’t. \n \n At Analog Capital Partners, we’ve rebuilt the advisory business from the ground up. \n \n No chasing prospects. \n No outdated sales scripts. \n No endless networking breakfasts. \n \n We deliver qualified inbound clients. You do what actually matters—help people build wealth. \n \n What You’ll Actually Do \n \n Become the trusted strategist families rely on—not another commission-driven salesperson. \n \n Guide clients through: \n\n • Building long-term wealth\n, • Designing investment strategies\n, • Retirement freedom\n, • Tax-efficient planning\n, • Estate and legacy planning\n, • Protecting what they’ve built\n\n \n You’ll spend your time giving advice instead of hunting for business. \n \n Why Advisors Join Us \n\n • We generate the leads.\n, • We schedule the meetings.\n, • We handle the technology.\n, • Automated portfolio management and rebalancing.\n, • Digital onboarding from start to finish.\n, • No existing book required.\n, • Training included.\n, • Remote from anywhere.\n\n \n Instead of spending years trying to build a practice from scratch, you can focus on becoming an exceptional advisor. \n \n How You’re Paid \n\n • No arbitrary caps.\n, • Earn 50% of profits with unlimited upside.\n, • Already have a client book? Bring it with you and earn 65% profit sharing.\n, • Your success isn’t limited by corporate pay bands.\n\n \n Who This Isn’t For \n \n This isn’t for advisors looking to hide behind a desk. \n \n This is for professionals who want to own conversations, challenge conventional financial advice, and build meaningful relationships with clients—without the politics and bureaucracy of traditional wealth management firms. \n \n If you’re tired of the old Wall Street model, you’ll fit right in.

Job Description About Us WealthBridge Financial Group helps individuals, families, and business owners build, protect, and grow their wealth. We don’t do one-size-fits-all. Every strategy is personalized and forward-thinking, and it’s grounded in innovation, collaboration, and education. We aim to be the advisors clients trust for life, not just for one transaction. www.wealthbridgefg.com The Opportunity We’re growing, and we’re looking for driven, entrepreneurial people to join us as Financial Professionals in our Long Island offices in Garden City and Melville. You’ll sit across the table from clients, help them map out their financial future, and build a practice that’s truly yours. You’ll have an experienced, collaborative team behind you every step of the way. What You’ll Do • Build lasting relationships. You’ll earn clients’ trust with a consultative, client-first approach that keeps them with you for years., • Design custom strategies. You’ll dig into each client’s goals and create personalized plans covering retirement, investments, insurance, and estate planning., • Educate and empower. You’ll break down complex topics so clients can make confident, informed decisions., • Bring in the experts. You’ll partner with internal specialists, CPAs, and other professionals to deliver holistic solutions., • Grow your book. You’ll expand your client base through networking, referrals, and marketing, with our support behind you., • Stay sharp. You’ll keep up with market trends, new products, and evolving planning strategies so your clients stay ahead. Requirements Who Thrives Here • You think like an entrepreneur and want to build something of your own, • People enjoy talking to you, and you’re good at earning trust, • You want a career and a business you own, not just a paycheck, • You set goals and push yourself to hit them without someone looking over your shoulder, • You’re curious about money: how it grows, how it’s protected, and how it changes lives, • Sales, finance, or client-service experience helps, but hunger and coachability matter more Who You’ll Help Your clients will include: • Individuals and families building security and planning for the future, • Business owners protecting what they’ve built and planning their next move, • Institutions and organizations that need a trusted financial partner Why WealthBridge? • No ceiling. Your growth is tied to your effort, not to a salary band or a seniority list., • Real mentorship. You’ll learn from experienced leaders who want you to win., • A team culture. We collaborate, share what works, and celebrate each other’s success., • Meaningful work. You’ll help people make some of the biggest financial decisions of their lives with clarity and confidence., • A firm built on people. Impact and outcomes come first, for our clients and for our agents. Benefits What Sets Us Apart • You’re never on your own. You’ll work alongside a network of experienced professionals and mentors, and you’ll have consultants through Integrated Wealth Resources to help with complex client cases., • Tools that do the heavy lifting. We provide advanced planning resources, digital marketing support, and business development systems so you can focus on clients., • Your career, your way. The path is flexible and built for entrepreneurs, so you can grow at your own pace and shape what you build., • We invest in you from day one. That includes licensing support, ongoing training, and continued professional development as you advance., • Modern technology. Our platforms streamline client engagement and planning, so you spend less time on paperwork and more time making an impact., • Integrity comes first. Our culture is built on doing right by clients, embracing innovation, and earning trust over the long term.

Job DescriptionAbout Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach combines innovation, collaboration, and education to deliver long-term impact and trusted client relationships. www.wealthbridgefg.com Position Overview We are seeking motivated, entrepreneurial individuals to join our growing team as Financial Professionals. In this role, you will work closely with clients to develop customized financial strategies while building your own practice with the support of an experienced and collaborative network. Key Responsibilities • Develop and maintain long-term client relationships through a client-first, consultative approach, • Analyze clients’ financial goals and design personalized strategies (retirement, investment, insurance, estate planning), • Provide education and guidance to help clients make informed financial decisions, • Collaborate with internal specialists, CPAs, and other professionals to deliver holistic solutions, • Build and grow your own book of business through networking, referrals, and marketing initiatives, • Stay current on financial markets, products, and planning strategies Requirements Ideal Candidate • Entrepreneurial mindset with strong interpersonal and communication skills, • Desire to build a client-focused business and long-term career, • Self-motivated, disciplined, and goal-oriented, • Interest in financial services, wealth management, or business development, • Prior experience in sales, finance, or client service is a plus (not required) Who You’ll Work With You’ll serve a diverse client base including: • Individuals and families, • Business owners, • Institutions and organizations Why Join WealthBridge? • Be part of a firm focused on people, impact, and outcomes, • Build a career with uncapped growth potential, • Work in a supportive environment that values collaboration and innovation, • Help clients navigate complex financial decisions with confidence Benefits What sets us apart from other firms? • Access to a collaborative network of experienced professionals and mentors, • Advanced planning resources, digital marketing support, and business development tools, • Flexible career path with entrepreneurial growth opportunities, • Ongoing training, licensing support, and professional development, • Technology platforms and tools to help streamline client engagement and planning, • A culture focused on integrity, innovation, and long-term client success

Job Description About Us WealthBridge Financial Group helps individuals, families, and business owners build, protect, and grow their wealth. We don’t do one-size-fits-all. Every strategy is personalized and forward-thinking, and it’s grounded in innovation, collaboration, and education. We aim to be the advisors clients trust for life, not just for one transaction. www.wealthbridgefg.com The Opportunity We’re growing, and we’re looking for driven, entrepreneurial people to join us as Financial Professionals in our Long Island offices in Garden City and Melville. You’ll sit across the table from clients, help them map out their financial future, and build a practice that’s truly yours. You’ll have an experienced, collaborative team behind you every step of the way. What You’ll Do • Build lasting relationships. You’ll earn clients’ trust with a consultative, client-first approach that keeps them with you for years., • Design custom strategies. You’ll dig into each client’s goals and create personalized plans covering retirement, investments, insurance, and estate planning., • Educate and empower. You’ll break down complex topics so clients can make confident, informed decisions., • Bring in the experts. You’ll partner with internal specialists, CPAs, and other professionals to deliver holistic solutions., • Grow your book. You’ll expand your client base through networking, referrals, and marketing, with our support behind you., • Stay sharp. You’ll keep up with market trends, new products, and evolving planning strategies so your clients stay ahead. Requirements Who Thrives Here • You think like an entrepreneur and want to build something of your own, • People enjoy talking to you, and you’re good at earning trust, • You want a career and a business you own, not just a paycheck, • You set goals and push yourself to hit them without someone looking over your shoulder, • You’re curious about money: how it grows, how it’s protected, and how it changes lives, • Sales, finance, or client-service experience helps, but hunger and coachability matter more Who You’ll Help Your clients will include: • Individuals and families building security and planning for the future, • Business owners protecting what they’ve built and planning their next move, • Institutions and organizations that need a trusted financial partner Why WealthBridge? • No ceiling. Your growth is tied to your effort, not to a salary band or a seniority list., • Real mentorship. You’ll learn from experienced leaders who want you to win., • A team culture. We collaborate, share what works, and celebrate each other’s success., • Meaningful work. You’ll help people make some of the biggest financial decisions of their lives with clarity and confidence., • A firm built on people. Impact and outcomes come first, for our clients and for our agents. Benefits What Sets Us Apart • You’re never on your own. You’ll work alongside a network of experienced professionals and mentors, and you’ll have consultants through Integrated Wealth Resources to help with complex client cases., • Tools that do the heavy lifting. We provide advanced planning resources, digital marketing support, and business development systems so you can focus on clients., • Your career, your way. The path is flexible and built for entrepreneurs, so you can grow at your own pace and shape what you build., • We invest in you from day one. That includes licensing support, ongoing training, and continued professional development as you advance., • Modern technology. Our platforms streamline client engagement and planning, so you spend less time on paperwork and more time making an impact., • Integrity comes first. Our culture is built on doing right by clients, embracing innovation, and earning trust over the long term.

Job Description This job is posted on behalf of Pernini Recruiting Company by Top Echelon. Private Client Services Associate or Counsel Attorney Location: New York, NY HYBRID work environment available Our client, a prominent AmLaw 100 firm, is seeking a talented Associate Attorney to join its Private Client Services Practice Group in New York City. This is an exceptional opportunity for an attorney to work with high-net-worth individuals on complex trust and estate matters while developing expertise in a supportive, team-oriented environment. Candidate Profile: • JD from a top-tier law school with a strong academic record., • New York Bar Admission or the ability to waive in., • LL.M. and strong tax background required., • 5-7 years of substantive law firm experience in estate and tax planning for high-net-worth individuals., • Demonstrated drafting and estate administration skills, including experience with complex wills and trusts., • Proficiency in preparing client presentations, tax calculations and analysis, and administering estates from probate through closing., • Detail-oriented with the ability to work independently and manage client contact., • Supervisory skills to direct paralegals in a collaborative environment. Key Responsibilities: • Advise high-net-worth clients on trust and estate matters, including estate planning, tax strategies, and administration., • Draft complex wills and trusts tailored to client needs., • Manage the administration of estates from probate through final closing, ensuring all tax filings and legal requirements are met., • Prepare client presentations and conduct tax calculations and analyses., • Collaborate with a team of attorneys and paralegals to deliver superior client service. Why Join Us? This position provides a unique opportunity to join a growing Private Client Services Practice Group and work on sophisticated trust and estate matters for high-net-worth individuals. The firm offers a dynamic and collegial environment that values professional development, collaboration, and client service excellence. With a hybrid work schedule, attorneys enjoy flexibility while maintaining meaningful client interaction and in-office engagement. Compensation & Benefits • Competitive Salary: Expected annual base salary of $385,000+, as determined by experience and market factors, • Bonus Eligibility, • Comprehensive Benefits Package: Includes medical, dental, vision, disability, and life insurance; paid parental leave; commuter benefits; employee assistance programs; paid time off; emergency childcare; 401(k)/retirement plans; and additional firm-sponsored perks Application Requirements: Interested candidates should submit a cover letter, resume, and a writing sample. Our client is an Equal Opportunity Employer.

Job Description This job is posted on behalf of Pernini Recruiting Company by Top Echelon. Private Client Services Associate or Counsel Attorney Location: New York, NY HYBRID work environment available Our client, a prominent AmLaw 100 firm, is seeking a talented Associate Attorney to join its Private Client Services Practice Group in New York City. This is an exceptional opportunity for an attorney to work with high-net-worth individuals on complex trust and estate matters while developing expertise in a supportive, team-oriented environment. Candidate Profile: • JD from a top-tier law school with a strong academic record., • New York Bar Admission or the ability to waive in., • LL.M. and strong tax background required., • 5-7 years of substantive law firm experience in estate and tax planning for high-net-worth individuals., • Demonstrated drafting and estate administration skills, including experience with complex wills and trusts., • Proficiency in preparing client presentations, tax calculations and analysis, and administering estates from probate through closing., • Detail-oriented with the ability to work independently and manage client contact., • Supervisory skills to direct paralegals in a collaborative environment. Key Responsibilities: • Advise high-net-worth clients on trust and estate matters, including estate planning, tax strategies, and administration., • Draft complex wills and trusts tailored to client needs., • Manage the administration of estates from probate through final closing, ensuring all tax filings and legal requirements are met., • Prepare client presentations and conduct tax calculations and analyses., • Collaborate with a team of attorneys and paralegals to deliver superior client service. Why Join Us? This position provides a unique opportunity to join a growing Private Client Services Practice Group and work on sophisticated trust and estate matters for high-net-worth individuals. The firm offers a dynamic and collegial environment that values professional development, collaboration, and client service excellence. With a hybrid work schedule, attorneys enjoy flexibility while maintaining meaningful client interaction and in-office engagement. Compensation & Benefits • Competitive Salary: Expected annual base salary of $385,000+, as determined by experience and market factors, • Bonus Eligibility, • Comprehensive Benefits Package: Includes medical, dental, vision, disability, and life insurance; paid parental leave; commuter benefits; employee assistance programs; paid time off; emergency childcare; 401(k)/retirement plans; and additional firm-sponsored perks Application Requirements: Interested candidates should submit a cover letter, resume, and a writing sample. Our client is an Equal Opportunity Employer.

Job Description This job is posted on behalf of Pernini Recruiting Company by Top Echelon. Private Client Services Associate or Counsel Attorney Location: New York, NY HYBRID work environment available Our client, a prominent AmLaw 100 firm, is seeking a talented Associate Attorney to join its Private Client Services Practice Group in New York City. This is an exceptional opportunity for an attorney to work with high-net-worth individuals on complex trust and estate matters while developing expertise in a supportive, team-oriented environment. Candidate Profile: • JD from a top-tier law school with a strong academic record., • New York Bar Admission or the ability to waive in., • LL.M. and strong tax background required., • 5-7 years of substantive law firm experience in estate and tax planning for high-net-worth individuals., • Demonstrated drafting and estate administration skills, including experience with complex wills and trusts., • Proficiency in preparing client presentations, tax calculations and analysis, and administering estates from probate through closing., • Detail-oriented with the ability to work independently and manage client contact., • Supervisory skills to direct paralegals in a collaborative environment. Key Responsibilities: • Advise high-net-worth clients on trust and estate matters, including estate planning, tax strategies, and administration., • Draft complex wills and trusts tailored to client needs., • Manage the administration of estates from probate through final closing, ensuring all tax filings and legal requirements are met., • Prepare client presentations and conduct tax calculations and analyses., • Collaborate with a team of attorneys and paralegals to deliver superior client service. Why Join Us? This position provides a unique opportunity to join a growing Private Client Services Practice Group and work on sophisticated trust and estate matters for high-net-worth individuals. The firm offers a dynamic and collegial environment that values professional development, collaboration, and client service excellence. With a hybrid work schedule, attorneys enjoy flexibility while maintaining meaningful client interaction and in-office engagement. Compensation & Benefits • Competitive Salary: Expected annual base salary of $385,000+, as determined by experience and market factors, • Bonus Eligibility, • Comprehensive Benefits Package: Includes medical, dental, vision, disability, and life insurance; paid parental leave; commuter benefits; employee assistance programs; paid time off; emergency childcare; 401(k)/retirement plans; and additional firm-sponsored perks Application Requirements: Interested candidates should submit a cover letter, resume, and a writing sample. Our client is an Equal Opportunity Employer.

Job Description Per Diem Estate Planning Attorney (Hybrid - Riverhead/Melville/Garden City) Sheryll Law, P.C. is looking for a New York-licensed estate planning attorney to work with us on a PER DIEM, per-plan basis. This is a contractor role, not a salaried position. You choose how many plans you take on. HYBRID ROLE: Drafting is done remotely. Client meetings and in-person signings are covered at all three of our Long Island offices: Riverhead, Melville, and Garden City (and occasionally a client's home or care facility). You must be able and willing to travel among all three offices. HOW YOU'RE PAID (PER DIEM / PER PLAN): You are paid a flat fee for each estate plan you complete, not a salary or hourly wage: $500-$600 for a will-based plan and $1,250-$1,500 for a trust or Medicaid asset protection trust (MAPT) plan. The fee is earned when the plan is signed. The hourly range shown on this posting ($125-$175/hr) is the approximate hourly equivalent of those per-plan fees. Travel to signings outside our offices is reimbursed. Our attorneys handle plan design and review your drafts. You take each plan from drafting through client follow-up to signing. We handle intake, billing, and administration, so you can focus on the legal work and the clients. Compensation: $125 - $175 hourly Responsibilities: Draft estate planning documents from our firm templates and the attorney's design notes: revocable and irrevocable trusts (including MAPTs and SNTs), wills, NY statutory short form POAs, health care proxies, living wills, and HIPAA authorizations Review drafts with clients by phone, video, or in person; answer questions and make revisions Schedule and supervise in-person signings at our Riverhead, Melville, and Garden City offices (occasionally at a client's home or facility), including will execution with witnesses, notarization, and POA formalities Prepare a short post-signing memo and hand off trust-funding instructions to our team Flag issues or open questions for the supervising attorney before documents are finalized Keep plans moving on schedule and communicate clearly with our staff Qualifications: Admitted to practice law in New York and in good standing (required) Available for in-person client meetings and signings at all three offices: Riverhead, Melville, and Garden City (required) Reliable transportation NY estate planning experience, including trust drafting and supervising will executions Warm, clear communicator with clients, especially older clients and their families Reliable on turnaround times and comfortable working independently as a per diem contractor Elder law / Medicaid planning experience and familiarity with Clio and Box are a plus About Company Sheryll Law, P.C., provides comprehensive, customized, and compassionate estate planning services. Our mission is clear: we strive to help clients leave behind the legacy they desire. We provide estate planning that goes beyond just legal documents. We educate clients, help them define their goals, and work with them to accomplish those goals with practicality in mind. We aim to be long-term advisors for clients, helping them maintain and update their estate plans over time. Our goal is to provide clients with ongoing support, making sure their estate plan remains relevant to their needs and life changes. We are committed to providing more than just estate planning—we want to help clients implement their plans and safeguard their legacies for generations to come.

Job Description This job is posted on behalf of Pernini Recruiting Company by Top Echelon. Private Client Services Associate or Counsel Attorney Location: New York, NY HYBRID work environment available Our client, a prominent AmLaw 100 firm, is seeking a talented Associate Attorney to join its Private Client Services Practice Group in New York City. This is an exceptional opportunity for an attorney to work with high-net-worth individuals on complex trust and estate matters while developing expertise in a supportive, team-oriented environment. Candidate Profile: • JD from a top-tier law school with a strong academic record., • New York Bar Admission or the ability to waive in., • LL.M. and strong tax background required., • 5-7 years of substantive law firm experience in estate and tax planning for high-net-worth individuals., • Demonstrated drafting and estate administration skills, including experience with complex wills and trusts., • Proficiency in preparing client presentations, tax calculations and analysis, and administering estates from probate through closing., • Detail-oriented with the ability to work independently and manage client contact., • Supervisory skills to direct paralegals in a collaborative environment. Key Responsibilities: • Advise high-net-worth clients on trust and estate matters, including estate planning, tax strategies, and administration., • Draft complex wills and trusts tailored to client needs., • Manage the administration of estates from probate through final closing, ensuring all tax filings and legal requirements are met., • Prepare client presentations and conduct tax calculations and analyses., • Collaborate with a team of attorneys and paralegals to deliver superior client service. Why Join Us? This position provides a unique opportunity to join a growing Private Client Services Practice Group and work on sophisticated trust and estate matters for high-net-worth individuals. The firm offers a dynamic and collegial environment that values professional development, collaboration, and client service excellence. With a hybrid work schedule, attorneys enjoy flexibility while maintaining meaningful client interaction and in-office engagement. Compensation & Benefits • Competitive Salary: Expected annual base salary of $385,000+, as determined by experience and market factors, • Bonus Eligibility, • Comprehensive Benefits Package: Includes medical, dental, vision, disability, and life insurance; paid parental leave; commuter benefits; employee assistance programs; paid time off; emergency childcare; 401(k)/retirement plans; and additional firm-sponsored perks Application Requirements: Interested candidates should submit a cover letter, resume, and a writing sample. Our client is an Equal Opportunity Employer.

Job Description This job is posted on behalf of Pernini Recruiting Company by Top Echelon. Private Client Services Associate or Counsel Attorney Location: New York, NY HYBRID work environment available Our client, a prominent AmLaw 100 firm, is seeking a talented Associate Attorney to join its Private Client Services Practice Group in New York City. This is an exceptional opportunity for an attorney to work with high-net-worth individuals on complex trust and estate matters while developing expertise in a supportive, team-oriented environment. Candidate Profile: • JD from a top-tier law school with a strong academic record., • New York Bar Admission or the ability to waive in., • LL.M. and strong tax background required., • 5-7 years of substantive law firm experience in estate and tax planning for high-net-worth individuals., • Demonstrated drafting and estate administration skills, including experience with complex wills and trusts., • Proficiency in preparing client presentations, tax calculations and analysis, and administering estates from probate through closing., • Detail-oriented with the ability to work independently and manage client contact., • Supervisory skills to direct paralegals in a collaborative environment. Key Responsibilities: • Advise high-net-worth clients on trust and estate matters, including estate planning, tax strategies, and administration., • Draft complex wills and trusts tailored to client needs., • Manage the administration of estates from probate through final closing, ensuring all tax filings and legal requirements are met., • Prepare client presentations and conduct tax calculations and analyses., • Collaborate with a team of attorneys and paralegals to deliver superior client service. Why Join Us? This position provides a unique opportunity to join a growing Private Client Services Practice Group and work on sophisticated trust and estate matters for high-net-worth individuals. The firm offers a dynamic and collegial environment that values professional development, collaboration, and client service excellence. With a hybrid work schedule, attorneys enjoy flexibility while maintaining meaningful client interaction and in-office engagement. Compensation & Benefits • Competitive Salary: Expected annual base salary of $385,000+, as determined by experience and market factors, • Bonus Eligibility, • Comprehensive Benefits Package: Includes medical, dental, vision, disability, and life insurance; paid parental leave; commuter benefits; employee assistance programs; paid time off; emergency childcare; 401(k)/retirement plans; and additional firm-sponsored perks Application Requirements: Interested candidates should submit a cover letter, resume, and a writing sample. Our client is an Equal Opportunity Employer.

Job Description This job is posted on behalf of Pernini Recruiting Company by Top Echelon. Private Client Services Associate or Counsel Attorney Location: New York, NY HYBRID work environment available Our client, a prominent AmLaw 100 firm, is seeking a talented Associate Attorney to join its Private Client Services Practice Group in New York City. This is an exceptional opportunity for an attorney to work with high-net-worth individuals on complex trust and estate matters while developing expertise in a supportive, team-oriented environment. Candidate Profile: • JD from a top-tier law school with a strong academic record., • New York Bar Admission or the ability to waive in., • LL.M. and strong tax background required., • 5-7 years of substantive law firm experience in estate and tax planning for high-net-worth individuals., • Demonstrated drafting and estate administration skills, including experience with complex wills and trusts., • Proficiency in preparing client presentations, tax calculations and analysis, and administering estates from probate through closing., • Detail-oriented with the ability to work independently and manage client contact., • Supervisory skills to direct paralegals in a collaborative environment. Key Responsibilities: • Advise high-net-worth clients on trust and estate matters, including estate planning, tax strategies, and administration., • Draft complex wills and trusts tailored to client needs., • Manage the administration of estates from probate through final closing, ensuring all tax filings and legal requirements are met., • Prepare client presentations and conduct tax calculations and analyses., • Collaborate with a team of attorneys and paralegals to deliver superior client service. Why Join Us? This position provides a unique opportunity to join a growing Private Client Services Practice Group and work on sophisticated trust and estate matters for high-net-worth individuals. The firm offers a dynamic and collegial environment that values professional development, collaboration, and client service excellence. With a hybrid work schedule, attorneys enjoy flexibility while maintaining meaningful client interaction and in-office engagement. Compensation & Benefits • Competitive Salary: Expected annual base salary of $385,000+, as determined by experience and market factors, • Bonus Eligibility, • Comprehensive Benefits Package: Includes medical, dental, vision, disability, and life insurance; paid parental leave; commuter benefits; employee assistance programs; paid time off; emergency childcare; 401(k)/retirement plans; and additional firm-sponsored perks Application Requirements: Interested candidates should submit a cover letter, resume, and a writing sample. Our client is an Equal Opportunity Employer.

Job Description This job is posted on behalf of Pernini Recruiting Company by Top Echelon. Private Client Services Associate or Counsel Attorney Location: New York, NY HYBRID work environment available Our client, a prominent AmLaw 100 firm, is seeking a talented Associate Attorney to join its Private Client Services Practice Group in New York City. This is an exceptional opportunity for an attorney to work with high-net-worth individuals on complex trust and estate matters while developing expertise in a supportive, team-oriented environment. Candidate Profile: • JD from a top-tier law school with a strong academic record., • New York Bar Admission or the ability to waive in., • LL.M. and strong tax background required., • 5-7 years of substantive law firm experience in estate and tax planning for high-net-worth individuals., • Demonstrated drafting and estate administration skills, including experience with complex wills and trusts., • Proficiency in preparing client presentations, tax calculations and analysis, and administering estates from probate through closing., • Detail-oriented with the ability to work independently and manage client contact., • Supervisory skills to direct paralegals in a collaborative environment. Key Responsibilities: • Advise high-net-worth clients on trust and estate matters, including estate planning, tax strategies, and administration., • Draft complex wills and trusts tailored to client needs., • Manage the administration of estates from probate through final closing, ensuring all tax filings and legal requirements are met., • Prepare client presentations and conduct tax calculations and analyses., • Collaborate with a team of attorneys and paralegals to deliver superior client service. Why Join Us? This position provides a unique opportunity to join a growing Private Client Services Practice Group and work on sophisticated trust and estate matters for high-net-worth individuals. The firm offers a dynamic and collegial environment that values professional development, collaboration, and client service excellence. With a hybrid work schedule, attorneys enjoy flexibility while maintaining meaningful client interaction and in-office engagement. Compensation & Benefits • Competitive Salary: Expected annual base salary of $385,000+, as determined by experience and market factors, • Bonus Eligibility, • Comprehensive Benefits Package: Includes medical, dental, vision, disability, and life insurance; paid parental leave; commuter benefits; employee assistance programs; paid time off; emergency childcare; 401(k)/retirement plans; and additional firm-sponsored perks Application Requirements: Interested candidates should submit a cover letter, resume, and a writing sample. Our client is an Equal Opportunity Employer.

Job Description This job is posted on behalf of Pernini Recruiting Company by Top Echelon. Private Client Services Associate or Counsel Attorney Location: New York, NY HYBRID work environment available Our client, a prominent AmLaw 100 firm, is seeking a talented Associate Attorney to join its Private Client Services Practice Group in New York City. This is an exceptional opportunity for an attorney to work with high-net-worth individuals on complex trust and estate matters while developing expertise in a supportive, team-oriented environment. Candidate Profile: • JD from a top-tier law school with a strong academic record., • New York Bar Admission or the ability to waive in., • LL.M. and strong tax background required., • 5-7 years of substantive law firm experience in estate and tax planning for high-net-worth individuals., • Demonstrated drafting and estate administration skills, including experience with complex wills and trusts., • Proficiency in preparing client presentations, tax calculations and analysis, and administering estates from probate through closing., • Detail-oriented with the ability to work independently and manage client contact., • Supervisory skills to direct paralegals in a collaborative environment. Key Responsibilities: • Advise high-net-worth clients on trust and estate matters, including estate planning, tax strategies, and administration., • Draft complex wills and trusts tailored to client needs., • Manage the administration of estates from probate through final closing, ensuring all tax filings and legal requirements are met., • Prepare client presentations and conduct tax calculations and analyses., • Collaborate with a team of attorneys and paralegals to deliver superior client service. Why Join Us? This position provides a unique opportunity to join a growing Private Client Services Practice Group and work on sophisticated trust and estate matters for high-net-worth individuals. The firm offers a dynamic and collegial environment that values professional development, collaboration, and client service excellence. With a hybrid work schedule, attorneys enjoy flexibility while maintaining meaningful client interaction and in-office engagement. Compensation & Benefits • Competitive Salary: Expected annual base salary of $385,000+, as determined by experience and market factors, • Bonus Eligibility, • Comprehensive Benefits Package: Includes medical, dental, vision, disability, and life insurance; paid parental leave; commuter benefits; employee assistance programs; paid time off; emergency childcare; 401(k)/retirement plans; and additional firm-sponsored perks Application Requirements: Interested candidates should submit a cover letter, resume, and a writing sample. Our client is an Equal Opportunity Employer.

Job Description Stockbroker Program - from $27 p/h + Commission & Benefits - Melville, NY (Be within 30 miles from 11747 NYC) The Role Are you ready to embark on an exciting journey in the financial industry? Do you have a keen interest in financial markets and a drive to excel in your career? If so, we have an exciting opportunity for you. Aegis are a trusted provider of financial services since 1984, is seeking self-motivated and hard-working individuals for our Stockbroker Program based in Melville, NY. As a Stockbroker, you will learn to develop the skills and knowledge needed to succeed in the fast-paced world of stockbroking. We offer flexible employment structures that empower our consultants to work in a manner that aligns with their personal preferences while delivering exceptional service to our clients. * Key Responsibilities • Assist senior stockbrokers in conducting research and analysis., • Build and maintain relationships with clients, providing them with personalized investment advice and recommendations., • Execute trades and manage client portfolios under supervision., • Stay updated on market trends and developments. The Company Aegis Capital Corporation “Aegis” has been in business for almost 40 years catering to the needs of private clients, institutions and corporations. Aegis was founded in 1984 and offers its investment representatives a conflict free service platform and is able to provide a full range of products and services including investment banking, wealth management, insurance, retirement planning, structured products, private equity, alternatives, equity research, fixed income and special purpose vehicles. The Benefits • Full sponsorship and paid studying/testing., • Employee discount., • Referral program., • Bonus and commission pay. The Person • Previous banking or lending experience is preferred., • Previous experience in similar role, such as financial advisor or investment consultant., • Knowledge of financial markets, investment products, and trading strategies., • Excellent communication and interpersonal skills., • Strong analytical and problem-solving abilities. Join our team of dedicated professionals and seize the opportunity to shape your future in the exciting field of stockbroking. Apply today and unlock your potential with Aegis Capital! • other Aegis benefits: we have investment banking and lending, individual sales, financial Advisory fee-based opportunities, broker and real estate investment trusts, global wealth management, military friendly (Army, Navy, Marines, Air Force and veterans) business and entrepreneur telemarketing style, Series 7, Series 6, Series 63, Series 66. This is available to all employees. Seasoned Brokers and Investment Advisors are also welcome for an interview for placement. Brokerage and investment advisory services are offered through Aegis Capital Corporation, a member of FINRA and SIPC. Please use this link to view Aegis Capital Corp Risk Disclosures and Form CRS (Customer Relationship Summary)

Job Description Stockbroker Program - from $27 p/h + Commission & Benefits - Melville, NY (Be within 30 miles from 11747 NYC) The Role Are you ready to embark on an exciting journey in the financial industry? Do you have a keen interest in financial markets and a drive to excel in your career? If so, we have an exciting opportunity for you. Aegis are a trusted provider of financial services since 1984, is seeking self-motivated and hard-working individuals for our Stockbroker Program based in Melville, NY. As a Stockbroker, you will learn to develop the skills and knowledge needed to succeed in the fast-paced world of stockbroking. We offer flexible employment structures that empower our consultants to work in a manner that aligns with their personal preferences while delivering exceptional service to our clients. * Key Responsibilities • Assist senior stockbrokers in conducting research and analysis., • Build and maintain relationships with clients, providing them with personalized investment advice and recommendations., • Execute trades and manage client portfolios under supervision., • Stay updated on market trends and developments. The Company Aegis Capital Corporation “Aegis” has been in business for almost 40 years catering to the needs of private clients, institutions and corporations. Aegis was founded in 1984 and offers its investment representatives a conflict free service platform and is able to provide a full range of products and services including investment banking, wealth management, insurance, retirement planning, structured products, private equity, alternatives, equity research, fixed income and special purpose vehicles. The Benefits • Full sponsorship and paid studying/testing., • Employee discount., • Referral program., • Bonus and commission pay. The Person • Previous banking or lending experience is preferred., • Previous experience in similar role, such as financial advisor or investment consultant., • Knowledge of financial markets, investment products, and trading strategies., • Excellent communication and interpersonal skills., • Strong analytical and problem-solving abilities. Join our team of dedicated professionals and seize the opportunity to shape your future in the exciting field of stockbroking. Apply today and unlock your potential with Aegis Capital! • other Aegis benefits: we have investment banking and lending, individual sales, financial Advisory fee-based opportunities, broker and real estate investment trusts, global wealth management, military friendly (Army, Navy, Marines, Air Force and veterans) business and entrepreneur telemarketing style, Series 7, Series 6, Series 63, Series 66. This is available to all employees. Seasoned Brokers and Investment Advisors are also welcome for an interview for placement. Brokerage and investment advisory services are offered through Aegis Capital Corporation, a member of FINRA and SIPC. Please use this link to view Aegis Capital Corp Risk Disclosures and Form CRS (Customer Relationship Summary)

Job Description Career 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.

Job Description This job is posted on behalf of Pernini Recruiting Company by Top Echelon. Private Client Services Associate or Counsel Attorney Location: New York, NY HYBRID work environment available Our client, a prominent AmLaw 100 firm, is seeking a talented Associate Attorney to join its Private Client Services Practice Group in New York City. This is an exceptional opportunity for an attorney to work with high-net-worth individuals on complex trust and estate matters while developing expertise in a supportive, team-oriented environment. Candidate Profile: • JD from a top-tier law school with a strong academic record., • New York Bar Admission or the ability to waive in., • LL.M. and strong tax background required., • 5-7 years of substantive law firm experience in estate and tax planning for high-net-worth individuals., • Demonstrated drafting and estate administration skills, including experience with complex wills and trusts., • Proficiency in preparing client presentations, tax calculations and analysis, and administering estates from probate through closing., • Detail-oriented with the ability to work independently and manage client contact., • Supervisory skills to direct paralegals in a collaborative environment. Key Responsibilities: • Advise high-net-worth clients on trust and estate matters, including estate planning, tax strategies, and administration., • Draft complex wills and trusts tailored to client needs., • Manage the administration of estates from probate through final closing, ensuring all tax filings and legal requirements are met., • Prepare client presentations and conduct tax calculations and analyses., • Collaborate with a team of attorneys and paralegals to deliver superior client service. Why Join Us? This position provides a unique opportunity to join a growing Private Client Services Practice Group and work on sophisticated trust and estate matters for high-net-worth individuals. The firm offers a dynamic and collegial environment that values professional development, collaboration, and client service excellence. With a hybrid work schedule, attorneys enjoy flexibility while maintaining meaningful client interaction and in-office engagement. Compensation & Benefits • Competitive Salary: Expected annual base salary of $385,000+, as determined by experience and market factors, • Bonus Eligibility, • Comprehensive Benefits Package: Includes medical, dental, vision, disability, and life insurance; paid parental leave; commuter benefits; employee assistance programs; paid time off; emergency childcare; 401(k)/retirement plans; and additional firm-sponsored perks Application Requirements: Interested candidates should submit a cover letter, resume, and a writing sample. Our client is an Equal Opportunity Employer.

Job DescriptionWe are looking for a Tax Director to lead sophisticated trust and estate tax engagements in Plainview, New York. This position focuses on advising high-net-worth individuals and families on estate planning, fiduciary taxation, and related compliance matters while providing strong technical oversight across complex client work. The role also offers the opportunity to contribute to practice development, mentor team members, and help shape high-quality tax guidance for both internal and external audiences. Responsibilities: • Lead and review complex trust, estate, and gift tax engagements for high-net-worth clients, ensuring technical accuracy and timely delivery., • Advise clients on the tax consequences and practical considerations of estate plans, trust structures, and related wealth transfer strategies., • Oversee estate and trust administration matters, offering guidance on compliance obligations and operational requirements., • Conduct detailed tax research to address fiduciary, estate, and transfer tax questions and develop well-supported recommendations., • Review intricate gift, estate, and fiduciary tax filings to maintain quality standards and compliance with applicable regulations., • Monitor legislative developments and broader business issues that may affect client planning strategies and filing positions., • Create insightful tax content and thought leadership materials for distribution to clients, colleagues, and the broader market., • Support the enhancement of trust and estate practice methods, workflows, and internal standards to improve consistency and effectiveness., • Contribute to staff development by designing training materials, presenting technical sessions, and mentoring entry-level professionals.• 10+ years of public accounting experience focused on estate tax, fiduciary income tax, estate planning, and trust administration., • CPA license or Juris Doctor required., • Deep technical knowledge of trust and estate taxation, including experience researching complex issues and reviewing advanced estate and gift tax returns., • Working understanding of entity taxation, including partnerships and S corporations., • Strong written and verbal communication skills with the ability to explain complex tax matters clearly., • Demonstrated success managing projects, collaborating across teams or offices, and guiding less experienced staff., • Experience reviewing fiduciary accountings is preferred., • Exposure to international estate planning, foreign trusts, or audit-related work is a plus.

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, • A compassionate and understanding approach to addressing the needs of seniors and their families. Why Join Us? 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

Our client is a well-established law firm seeking an experienced Elder Care & Estate Planning 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. Handle guardianship and eld

Performs tax planning, preparation and research for high net worth individuals and related business, trusts, estates, and charitable entities including preparation and review of gift tax and estate tax returns. The Private Client Services Senior Manager is responsible for providing tax and consultin

A well-established Certified Public Accounting firm with a history spanning over 80 years, is seeking a dedicated and seasoned Senior Tax Accountant to join their growing team. The firm specializes in a wide array of services, including accounting, auditing, tax, estate planning, and more. Manage multiple client engagements, ensuring timely deliverables and high-quality service. Oversee workflow and maintain strong client relationships. Prepare and review complex multi-state corporate, partnership, fiduciary, and individual income tax returns, including 1040s, 1041s, 1120s, and 1065s. Provide expertise in estate, trust, and financial planning for high-net-worth individuals, including estates, gifting, and IRA strategies. Develop year-end tax projections and strategies for quarterly estimates and tax planning. Conduct tax research and provide training on relevant topics. Manage the resolution of tax notices and examinations with government agencies. Supervise and mentor staff accountants on multiple engagements. Evaluate team performance and provide constructive feedback. Deliver educational content and client-focused communications, including webinars. 35+ years of public accounting experience with a diversified tax background and the ability to lead multiple engagements. CPA designation preferred. Proficient in CCH Axcess Tax, Engagement, and QuickBooks. Strong technical taxation knowledge. Exceptional communication, problem-solving, and analytical abilities. Effective organizational and time management skills. Team-oriented mindset with proven leadership and staff development capabilities. Highly professional firm with talented leaders who can mentor and help new members of their staff grow in knowledge and responsibilities. Excellent work environment.

Saks Fifth Avenue is a leading destination for luxury fashion, driven by a mission to help customers express themselves through relevant and inspiring style. Since its inception in 1924, the company has delivered one-of-a-kind shopping experiences, featuring an expertly curated assortment of fashion and highly personalized customer service. Its unique approach combines an emphasis on the digital customer experience with a strong connection to a network of 33 extraordinary locations across North America for seamless, all-channel shopping. Saks Fifth Avenue is part of Saks Global's portfolio of top luxury retail brands and real estate assets. As the Sales Manager, you possess total ownership of the sales experience within your Saks Fifth Avenue store and occupy a critical role in the achievement of the company's objectives. Within this role, you facilitate partnerships across functions and leverage team skills to build a customer-centric sales experience, all while being a steward of the Saks Fifth Avenue brand. You have an appetite for driving sales by developing the clienteling skills and selling behaviors of a team of high-performing direct reports. You maintain high visibility on the selling floor to coach and develop our selling force, while refining the art of connecting with clients to build sustainable relationships through exceptional service and regular outreach. With strong oversight of onboarding, training, ongoing education, and performance management of the selling team, you foster a powerful sense of teamwork and collaborative spirit to successfully achieve the store's goals. People • Responsible for actively recruiting and seamlessly onboarding new hires. Acting with a sense of urgency, hiring quality talent to plan for and create talent bench, • Train and develop top talent by supporting team members in identifying career development goals and opportunities for growth and exposure; set clear goals and communicate to direct reports in alignment with department objectives and support in achievement strategy, • Foster an environment of accountability by leading team in appropriately enforcing policies and procedures, ensuring understanding from all associates, • Evaluate and calibrate performance and productivity fairly for direct reports, provide feedback with consistent follow-up, coach and mentor associates on opportunities for improvement, • Develop direct reports to build their personal brand as a fashion authority through proactive outreach, leveraging social media platforms to build fashion influencer presence, and broaden connections beyond client base, • Drive continued education initiatives for direct reports, with a focus on product knowledge training, client events and experiences, and targeted selling and clienteling, • Promote a positive environment of achievement, recognition, and celebration, • Resolve work-related concerns and conflicts as soon as they arise, finding common ground and settling disputes fairly and with minimal disruption, • Empower team to take ownership of internal and external customer problems and resolve them quickly, • Oversee scheduling of department associates with sensitivity to promotional calendar and business needs, while managing team's daily prioritization of tasks, • Create and maintain an environment of trust and collaboration by encouraging team members to share feedback and make recommendations for improvement, • Speak with truth and candor, modeling how to challenge the status quo appropriately Customer Experience • Exhibit Saks Fifth Avenue's culture and values, and create a friendly, upbeat atmosphere where customer service is consistent with Company standards, • Role model exceptional service and client relationship building skills by consistently delivering memorable client experiences, planning and supporting client appointments to maximize results, and informing clients of in-store events to enhance engagement and loyalty, • Execute all client development-specific initiatives in-store and collaborate with functional partners, including store leadership, marketing, vendors, and merchants, to identify top clients and seamlessly execute events/experiences, • Proactively build positive and productive relationships, seeking to help others by identifying and meeting the needs of the team, customers, partners, and the community, • Build a cohesive customer service-driven team, overseeing customer service efforts and escalations, • Use data-driven methods to identify patterns in client spend, identify opportunities to increase wallet share, and drive repeat business, • Increase new client acquisition and strengthen existing relationships by leveraging various marketing tools and channels of technology, such as social media platforms, referrals, and networking, • Exercise expertise in use of clienteling tools to deliver exceptional service, stay connected with the client, and make targeted recommendations based on shopping history and preferences, • Take initiative to stay informed on new merchandise deliveries in the store to maximize selling potential Business Ownership • Drive towards the achievement of maximum sales and growth through the development of client advisors and client relationships, • Establish well-thought-out plans and manage team execution, anticipating and adjusting for risks and roadblocks to maintain operational excellence within department(s), • Execute plans and strategies in store to build strong client relationships and meet overall client development goals, • Develop understanding of and analyze internal and external customer behaviors, trends, and preferences, adjusting processes and standards accordingly (e.g., focus programs), • Support audit compliance to enforce department and stockroom controls, as applicable, • Stay informed of business drivers, industry trends, and competitors, applying knowledge to identify and pursue new opportunities, • Track progress against departmental strategies to execute properly and successfully, • Proactively share information, best practices, and new ideas with team to improve business and performance, • Demonstrate strong decision-making skills (e.g., problem definition, data analysis, hypothesis testing, asking for input), • Use critical thinking skills to analyze problems and to recommend viable solutions, • Personally champion change initiatives, explaining benefits and challenges of change to team and others impacted What You Will Bring: Required Qualifications (Minimum Requirements): • Relevant experience and leading a team, with supervisory experience managing a team of direct reports, • A proven track record of success managing a selling and operations workforce and achieving business results, • Proficiency in utilizing available technology, including clienteling tools and social media (social selling), as well as Google Workspace programs, advanced proficiency preferred, • History of building, leading, motivating, and coaching teams to achieve objectives, • Excellent oral and written communication skills, structuring messages in a clear logical manner using the most appropriate communication medium, • Strong attention to detail, • May require standing, bending, climbing stairs, and lifting and carrying up to 10 pounds, • Willing to work a flexible schedule based on business need, which will include evenings, weekends, and holidays Preferred Qualifications: • Luxury retail fashion experience preferred, • 4-year degree preferred, • Continuously builds skills and knowledge through training, coaching, and career experiences, • Demonstrates a working knowledge and appreciation of the Saks Fifth Avenue business and the fashion industry, • Adapts personal approach in response to diverse situations and people, • Responds to unexpected changes in work environment with creativity and resilience, • Establishes and upholds high personal standards for individual work and environment, • Maintains a customer-centric mentality versus a solely store-centric one, • Comfortable working in a remote environment Your Life and Career at Saks Fifth Avenue: • Opportunity to work in a dynamic fast paced environment at a company experiencing growth and transformation, • Exposure to rewarding career advancement opportunities across the largest multi-brand luxury retailer from retail to distribution, to digital or corporate, • Comprehensive benefits package for all eligible full-time employees (including medical, vision and dental), • An amazing employee discount Salary and Other Benefits : The starting salary for this position is between $75,000-80,000 annually. Factors which may affect starting pay within this range may include market, experience and other qualifications of the successful candidate. This position is also eligible for bonus Benefits : We offer the following benefits for this position, subject to applicable eligibility requirements: medical insurance, dental insurance, vision insurance, 401(k) retirement plan, basic life insurance, supplemental life insurance, disability insurance, and a variety of additional voluntary benefits (such as critical illness, hospital and accident insurance).

Grassi has redefined what it means to be an advisor and accountant to today's businesses and individuals. Nationally ranked as one of the largest and fastest-growing accounting firms in the nation, Grassi is a leading provider of advisory, tax, and accounting services across key sectors including construction, architecture and engineering, not-for-profit, healthcare, manufacturing and distribution, financial services, real estate, and more. With over 550 employees and eleven offices spanning the New York Metropolitan Area, Long Island, the Northeast, Florida, New England, Denver and an international presence in Italy, we are strategically positioned to serve clients locally and globally. In 2023, Grassi became an employee-owned company by implementing an ESOP, establishing our independence and empowering our people to drive the firm's future success. The ESOP ensures that equity partners and all Grassi U.S. employees have the exclusive opportunity to own the firm's stock, making them integral to the company's future. We are currently seeking a Tax Senior to join our team in any of the following office locations Jericho, NY; New York, NY; White Plains, NY; Park Ridge, NJ; Chelmsford, MA; Needham, MA; Palm Beach, FL. This role offers an exciting opportunity to be part of a dynamic and growing firm. Responsibilities include, but are not limited to: • Running client engagements from start to finish, which includes planning, executing, directing, and completing tax projects and managing to budget, • Supervising, training, and mentoring associates and interns on tax projects and assessing performance of staff for engagement reviews; performing in-charge role as needed, • Reviewing tax returns done by staff and making recommendations on return preparation regarding accuracy and tax savings opportunities; gain increasing responsibility in review process, • Preparing tax returns for more complex individual, trust, partnership, corporate, and foreign tax clients, • Researching and consulting on various tax matters; utilizing tax-related software to prepare and process returns and research tax matters, • Responding to inquiries from the IRS and other tax authorities, • Recommending new tax strategies and determining profitability of potential acquisitions and mergers, • Identifying areas of tax reductions and savings regularly, • Traveling to clients occasionally Qualifications: • Bachelor's degree in Accounting required; Master's degree in accounting, taxation, or equivalent, • Minimum of 2+ years of progressive tax return preparation and compliance experience, • Construction Tax experience required, • CPA license or in process of obtaining CPA license, • Proficient with a computer software packages and platforms including Microsoft Office Suite, Tax software, ProSystems Engagement and CCH Axcess, • Strong tax accounting skills with proficiency in US GAAP, tax compliance, corporate consolidated returns, consolidated federal tax returns, partnership returns, and combined state tax returns, • Excellent interpersonal, organizational, initiative, and leadership skills, • Strong written and verbal communication skills, • Ability to meet or exceed time constraints and goals, • Ability to work in a team environment, supervise staff and lead projects, • Ability to work additional hours as needed, • Ability to manage multiple priorities in a deadline-driven environment, • Maintains a high level of professionalism and consistently demonstrates respect for others Why Grassi? Our firm is consistently ranked by Vault.com and the Best Places to Work group for our commitment to compensation, paid time off, work-life balance, culture and more. Some of the ways we accomplish this include: Flexibility: Our work-life balance initiatives include generous paid time off, flexible "Dress for Your Day" dress code, telecommuting options, flex-time policies, and summer hours, enhanced by our Floating Summer Friday's program, which allows team members three extra Fridays off during the summer months in addition to their PTO. Company Culture: Here at Grassi we are dedicated to creating an environment for our team members that is positive, productive, and aligns with our company's high standards of inclusivity, diversity, and equity. We work closely with our DEI Council and Grassi Women's Council to organize events throughout the year to bring the firm together for open dialogue and awareness of global diversity issues. Through our charitable initiative, Grassi Gives Back, we proudly support organizations such as Ronald McDonald House, Toys for Tots, Autism Speaks, Long Island Cares, and many of our nonprofit clients. Benefits Package: Competitive base compensation with eligibility for a raise and bonus each June or December based on performance metrics and level. Medical, Dental, and Vision Insurance, employer contribution to life insurance, 401(k) plan, ESOP, and client and employee referral bonus program. ESOP Owned: The ESOP ensures that equity partners and all Grassi U.S. employees have the exclusive opportunity to own the firm's stock, making them integral to the company's future. Unlike many other ESOPs, Grassi's is privately funded, with no outside investors or private equity firms involved in the plan. CPA Incentive: Financial assistance toward the achievement of the CPA certification which includes the cost of the CPA study materials, CPA exam registration and sitting fees for all 4 parts (up to 2 x per part), plus the CPA application and licensing fees. Paid study time during work hours, additional paid time off to take your scheduled exam and a bonus paid upon passing the CPA exam. Learning and Development: We offer Continuing Professional Education (CPE) opportunities, including both technical and soft skills training. These opportunities are available through internal courses and external programs led by well-known industry instructors, all at no cost to our employees. Wellness Resources: Discounted gym memberships and various wellness initiatives and programs such as the CALM app that helps our team members lower stress, decrease anxiety, improve focus, and get more restful sleep. Compensation for this role is determined based on a combination of factors, including but not limited to your relevant experience, skills, certifications, and geographic location. We strive to offer competitive, equitable pay, that reflects the value each team member brings to the organization. In addition to base salary, we offer a comprehensive benefits package that includes performance-based incentives, wellness and retirement programs, and opportunities for continuous professional development. Salary ranges are provided to offer transparency and may vary depending on final candidate qualifications and local market conditions. Please find compensation information below for candidates residing in the states below. New York ranges are from $80,000 $110,000. Massachusetts ranges are from $80,000 $110,000. Washington DC ranges are from $80,000 $110,000. Colorado ranges are from $80,000 $110,000. New Jersey ranges are from $80,000 $110,000. Recruitment Fraud Notice: Grassi Advisory Group, Inc. and its affiliated entities ("Grassi") will never ask candidates to pay fees, purchase equipment, or provide payment information. Legitimate recruiting communications from Grassi are sent only from an @grassiadvisors.com email address and will not be conducted via text message, WhatsApp, or other messaging apps. If you are unsure about a communication, do not respond, please verify it by calling Grassi's main phone number listed on our official website.

Grassi has redefined what it means to be an advisor and accountant to today's businesses and individuals. Nationally ranked as one of the largest and fastest-growing accounting firms in the nation, Grassi is a leading provider of advisory, tax, and accounting services across key sectors including construction, architecture and engineering, not-for-profit, healthcare, manufacturing and distribution, financial services, real estate, and more. Several publications have ranked us among the top accounting firms to work for, highlighting our strength in work-life balance, culture, and wellness categories. With over 550 employees and eleven offices spanning the New York Metropolitan Area, Long Island, the Northeast, Florida, New England, Denver and an international presence in Italy, we are strategically positioned to serve clients locally and globally. In 2023, Grassi became an employee-owned company by implementing an ESOP, establishing our independence and empowering our people to drive the firm's future success. The ESOP ensures that equity partners and all Grassi U.S. employees have the exclusive opportunity to own the firm's stock, making them integral to the company's future. We are currently seeking a Tax Supervisor to join our team in any of the following office locations Jericho, NY; New York, NY; White Plains, NY. This role offers an exciting opportunity to be part of a dynamic and growing firm. Responsibilities include, but are not limited to: • Running client engagements from start to finish, which includes planning, executing, directing, and completing tax projects and managing to budget, • Supervising, training, and mentoring staff on tax projects and assessing performance of staff for engagement reviews; performing in-charge role as needed, • Reviewing tax returns done by staff and making recommendations on return preparation regarding accuracy and tax savings opportunities, gaining increasing responsibility in review process, • Preparing tax returns for more complex individual, trust, and flow through entities, • Researching and consulting on various tax matters; utilizing tax-related software to prepare and process returns and research tax matters, • Responding to inquiries from the IRS and other tax authorities, • Meeting or exceeding chargeable hour targets, • Punctually entering time and expenses to support efficient billing processes, • Maintaining appropriate compliance with all Firm policies and procedures, • Developing referral sources, which may include involvement in community, social, business, and professional organizations, as well as alumni functions, • Developing understanding of how to identify market opportunities; assisting management in identifying marketing and sales opportunities, • Representing and actively promoting the Firm, • Traveling to client meetings occasionally Qualifications: • Bachelor's degree in Accounting; Master's degree in taxation or equivalent preferred, • Minimum of 4+ years of progressive tax preparation, • CPA license preferred, • Proficiency with Microsoft Office Suite and Tax software, ProSystems and CCH, • Must be technically proficient in corporate, international, federal and state and local tax, as well as have a solid background in corporate restructuring, mergers and acquisitions, C Corps, partnerships and individual/ trusts, • Strong tax accounting skills with proficiency in US GAAP, tax compliance, corporate consolidated returns, consolidated federal tax returns, partnership returns, and combined state tax returns, • Ability to manage staff on multiple engagements, • Excellent interpersonal, organizational, initiative, and leadership skills, • Strong written and verbal communication skills, • Ability to manage multiple priorities in a deadline-driven environment, • Maintains a high level of professionalism and consistently demonstrates respect for others Our firm is consistently ranked by Vault.com and the Best Places to Work group for our commitment to compensation, paid time off, work-life balance, culture and more. Some of the ways we accomplish this include: Flexibility: Our work-life balance initiatives include generous paid time off, flexible "Dress for Your Day" dress code, telecommuting options, flex-time policies, and summer hours, enhanced by our Floating Summer Friday's program, which allows team members three extra Fridays off during the summer months in addition to their PTO. Company Culture: Here at Grassi we are dedicated to creating an environment for our team members that is positive, productive, and aligns with our company's high standards of inclusivity, diversity, and equity. We work closely with our DEI Council and Grassi Women's Council to organize events throughout the year to bring the firm together for open dialogue and awareness of global diversity issues. Through our charitable initiative, Grassi Gives Back, we proudly support organizations such as Ronald McDonald House, Toys for Tots, Autism Speaks, Long Island Cares, and many of our nonprofit clients. Benefits Package: Competitive base compensation with eligibility for a raise and bonus each June or December based on performance metrics and level. Medical, Dental, and Vision Insurance, employer contribution to life insurance, 401(k) plan, ESOP, and client and employee referral bonus program. ESOP Owned: The ESOP ensures that equity partners and all Grassi U.S. employees have the exclusive opportunity to own the firm's stock, making them integral to the company's future. Unlike many other ESOPs, Grassi's is privately funded, with no outside investors or private equity firms involved in the plan. CPA Incentive: Financial assistance toward the achievement of the CPA certification which includes the cost of the CPA study materials, CPA exam registration and sitting fees for all 4 parts (up to 2 x per part), plus the CPA application and licensing fees. Paid study time during work hours, additional paid time off to take your scheduled exam and a bonus paid upon passing the CPA exam. Learning and Development: We offer Continuing Professional Education (CPE) opportunities, including both technical and soft skills training. These opportunities are available through internal courses and external programs led by well-known industry instructors, all at no cost to our employees. Wellness Resources: Discounted gym memberships and various wellness initiatives and programs such as the CALM app that helps our team members lower stress, decrease anxiety, improve focus, and get more restful sleep. Compensation for this role is determined based on a combination of factors, including but not limited to your relevant experience, skills, certifications, and geographic location. We strive to offer competitive, equitable pay, that reflects the value each team member brings to the organization. In addition to base salary, we offer a comprehensive benefits package that includes performance-based incentives, wellness and retirement programs, and opportunities for continuous professional development. Salary ranges are provided to offer transparency and may vary depending on final candidate qualifications and local market conditions. New York ranges are from $90,000 - $130,000. Recruitment Fraud Notice: Grassi Advisory Group, Inc. and its affiliated entities ("Grassi") will never ask candidates to pay fees, purchase equipment, or provide payment information. Legitimate recruiting communications from Grassi are sent only from an @grassiadvisors.com email address and will not be conducted via text message, WhatsApp, or other messaging apps. If you are unsure about a communication, do not respond, please verify it by calling Grassi's main phone number listed on our official website.

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., • Ambitious, with a desire to take on significant managerial responsibilities and grow within the company. Benefits: • 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., • Unique opportunity to make a tangible difference in the lives of seniors and their families. Powered by JazzHR iIwcOmrf9i

Job Description Established Estate Planning Law firm located in Huntington, New York. We seek an experienced Administrative Assistant/Receptionist . Any experience in a Trust and Estates law firm is a plus. This is a full-time position, onsite, with the hours of Monday through Friday from 9 am to 5pm. Salary will be commensurate with experience. Extremely friendly work environment with long term growth opportunity. Applicants must have experience with general computer programs such as Microsoft Word, scanning, Outlook, etc. Dictation experience preferred. Typing speed over 60 wpm. Must be able to multi-task and follow direction with extreme accuracy. Position also includes maintaining the scheduling for four attorneys, confirming appointments, and heavy dictation/typing. You will be working, together, with another individual who is currently employed with the Firm. You will be receiving direct training from our team as you become acclimated. There will be extensive client contact. Dependability and accuracy are a must! This is a career opportunity. Job Type: Full-time Benefits: • 401(k), • Health insurance, • Life insurance, • Paid time off Ability to Commute: • Huntington, NY 11743 (Required) Ability to Relocate: • Huntington, NY 11743: Relocate before starting work (Required) Work Location: In person

Job Description Are you an experienced Property Manager ready to join our fantastic team of professionals? MMS Group is on the hunt for someone like YOU! Our property Managers are responsible for the overall operational and financial success of residential properties. They manage and develop team members for personal and professional growth to ensure high employee job satisfaction. MMS Group is seeking an experienced affordable housing Property Manager for a 260-unit residential property located in Huntington Station, NY. Key Responsibilities: Manage Property Operations: Oversee the daily operations of the property. Rent Collection: Collect rent and other property fees from residents promptly. Resident Relations: Address resident concerns professionally and efficiently. Maintenance Support: Partner with the maintenance team to preserve affordable housing through preventive maintenance, timely repairs, and a highly organized make-ready process. Budget Management: Work with your Regional Manager and corporate office to prepare and follow an operating budget, planning for community capital improvements, repairs, contract developments, and negotiations. Accounting Oversight: Handle all accounting functions associated with the property, including processing invoices, managing evictions, and overseeing resident accounts and charges. Staff Management: Hire, train, and supervise site staff to ensure high performance. Property Inspections: Conduct regular property inspections to maintain standards. Income Verification: Complete income verification to ensure eligibility with government regulations. Additional Duties: Perform other duties as outlined in the job description. Desired Skills: Independence: Able to work in a challenging environment with minimal direction. Leadership: Strong leadership skills to manage and motivate your team. Problem-solving: Solution-based thinking skills are highly valued. Organizational Skills: Ability to work independently, organize tasks, manage time, and prioritize projects. Communication: Excellent verbal and written communication skills Requirements: Experience: Three+ years of residential multifamily property management or real estate management experience as a Property Manager. Minimum two years of affordable housing experience. Education: Associate degree in Marketing and/or Business, preferred. Knowledge: Experience with project-based Section 8, LIHTC, and other affordable housing programs and experience in Section 8 voucher submission, tax-credit. Certifications: LIHTC Certification, preferred Software Proficiency: Experience with RealPage OneSite or similar property management software. 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 www.mmsgroup.com for more details! Equal Opportunity Employer

Our client is a well-established law firm seeking an experienced Elder Care & Estate Planning 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. Draft, review, & interpret

Job description: Providing legal advice to its clients, helping them navigate the complexities of estate planning, and ensuring the protection and management of their assetsProvide comprehensive and expert legal advice on elder law, estate planning, and administration to our clientsPrepare and revie

Our client is a well-established law firm seeking an experienced Elder Care & Estate Planning 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. Draft, review, & interpret

Key Responsibilities:Advise clients on all aspects of estate planning, including the preparation of wills, trusts, powers of attorney, and advance directivesCounsel client’s wealth transfer strategies, charitable giving, and tax planningAdminister trusts and estates, including probate proceedings,

Job Description This job is posted on behalf of Pernini Recruiting Company by Top Echelon. Private Client Services Associate or Counsel Attorney Location: New York, NY HYBRID work environment available Our client, a prominent AmLaw 100 firm, is seeking a talented Associate Attorney to join its Private Client Services Practice Group in New York City. This is an exceptional opportunity for an attorney to work with high-net-worth individuals on complex trust and estate matters while developing expertise in a supportive, team-oriented environment. Candidate Profile: • JD from a top-tier law school with a strong academic record., • New York Bar Admission or the ability to waive in., • LL.M. and strong tax background required., • 5-7 years of substantive law firm experience in estate and tax planning for high-net-worth individuals., • Demonstrated drafting and estate administration skills, including experience with complex wills and trusts., • Proficiency in preparing client presentations, tax calculations and analysis, and administering estates from probate through closing., • Detail-oriented with the ability to work independently and manage client contact., • Supervisory skills to direct paralegals in a collaborative environment. Key Responsibilities: • Advise high-net-worth clients on trust and estate matters, including estate planning, tax strategies, and administration., • Draft complex wills and trusts tailored to client needs., • Manage the administration of estates from probate through final closing, ensuring all tax filings and legal requirements are met., • Prepare client presentations and conduct tax calculations and analyses., • Collaborate with a team of attorneys and paralegals to deliver superior client service. Why Join Us? This position provides a unique opportunity to join a growing Private Client Services Practice Group and work on sophisticated trust and estate matters for high-net-worth individuals. The firm offers a dynamic and collegial environment that values professional development, collaboration, and client service excellence. With a hybrid work schedule, attorneys enjoy flexibility while maintaining meaningful client interaction and in-office engagement. Compensation & Benefits • Competitive Salary: Expected annual base salary of $385,000+, as determined by experience and market factors, • Bonus Eligibility, • Comprehensive Benefits Package: Includes medical, dental, vision, disability, and life insurance; paid parental leave; commuter benefits; employee assistance programs; paid time off; emergency childcare; 401(k)/retirement plans; and additional firm-sponsored perks Application Requirements: Interested candidates should submit a cover letter, resume, and a writing sample. Our client is an Equal Opportunity Employer.

Providing legal advice to its clients, helping them navigate the complexities of estate planning, and ensuring the protection and management of their assets Provide comprehensive and expert legal advice on elder law, estate planning, and administration to our clients Prepare and review legal documen

Providing legal advice to its clients, helping them navigate the complexities of estate planning, and ensuring the protection and management of their assets Provide comprehensive and expert legal advice on elder law, estate planning, and administration to our clients Prepare and review legal documen

NPAworldwide is seeking an experienced elder law attorney in Melville, NY to provide comprehensive estate planning and administration guidance.

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 "Quick Apply" button and sending us your resume. Salary: $65,000 - $90,000 per year A bit about us: Growing Premier Law Fir

Our services include investment management, retirement planning, tax planning strategies, and estate planning coordination. About the RoleWe are seeking a highly organized, detail-oriented, and self-motivated Estate Planning Coordinator to coordinate clients' will and trust planning from start to fi

You will oversee probate and wealth transfer planning, draft wills and related documents, and manage estate administration while advising families. Cullen and Dykman LLP seeks an experienced Associate to join its Trusts & Estates team in Battery Park, NYC, or Uniondale, Long Island.