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Job Description Join the team at New Jersey’s largest wine and spirits distributor! At Allied Beverage Group, we’re proud of our dynamic, family-based culture and our role in keeping the beverage industry moving. If you're looking for a great company with great people—this is the place to be! Overview The Benefits and Leave Manager is responsible for the day-to-day administration and effective delivery of the organization’s health and welfare benefits and leave programs, including disability, workers’ compensation, ADA accommodations, retirement, and wellness support. This role ensures processes are accurate, timely, compliant, and responsive to associate needs in a complex, self-funded environment. The Manager coordinates annual renewals and open enrollment, maintains benefit and leave systems and records, manages vendor relationships and escalated issues, and provides clear education and guidance to associates. The role partners closely with the VP of People and Organizational Development, Finance, Payroll, Legal, Operations, Safety, and external advisors to support program effectiveness, regulatory compliance, and a consistent associate experience. Responsibilities Benefits Program Administration and Open Enrollment • Manages the day-to-day administration of health and welfare benefit programs, ensuring accurate eligibility, enrollment, coverage, and service delivery for union and non-union associates., • Processes and monitors enrollments, terminations, transfers, qualifying life events, and benefit classification changes within ADP and carrier systems., • Reviews and reconciles benefit billing statements, resolves discrepancies, and partners with Finance to support accurate documentation and timely payment., • Supports the annual renewal process by gathering claims, utilization, benchmarking, and cost information and preparing analysis and recommendations for HR leadership., • Coordinates the end-to-end open enrollment process, including timelines, system configuration, testing, associate communications, meetings, and follow-up., • Implements approved benefit plan changes within ADP, COBRA, FSA, HSA, and carrier platforms and verifies that configurations align with plan provisions., • Administers the HSA program and coordinates employer contributions with Finance to ensure accurate and timely funding., • Maintains productive relationships with benefit advisors, carriers, and vendors, monitors service delivery, and resolves or escalates issues as appropriate., • Conducts benefit orientations, individual consultations, and benefits-related exit support and helps associates navigate Medicare, Social Security, and other external resources.Leave, Disability, ADA, and Workers’ Compensation Administration, • Manages leave programs, including FMLA, applicable New Jersey leave programs, short- and long-term disability, ADA accommodations, and workers’ compensation., • Coordinates leave intake, eligibility review, required notices, medical certifications, recertifications, leave designations, extensions, and return-to-work documentation., • Maintains accurate tracking for consecutive and intermittent leave and updates leave status information within ADP and other applicable systems., • Guides associates and managers regarding leave requirements, available benefits, responsibilities, timelines, medical restrictions, and return-to-work expectations., • Coordinates the ADA interactive process with associates, managers, HR leadership, and Legal to support timely and consistent evaluation of reasonable accommodations., • Reviews injury investigation reports, reports workers’ compensation claims, prepares wage statements, and follows up with associates, carriers, healthcare providers, Safety, Security, and Operations., • Produces regular leave and workers’ compensation reports, supports OSHA recordkeeping, and ensures documentation is complete, current, confidential, and audit-ready., • Partners with Payroll to coordinate sick pay, wage replacement, disability benefits, and other payments associated with leaves of absence., • Coordinates Human Performance Evaluations and return-to-work restrictions and supports transitions to long-term disability or external state resources when applicable., • Manages complex or sensitive cases and escalates material compliance, employee relations, or operational concerns to HR leadership and Legal when appropriate.Retirement, Wellness, and Vendor Coordination, • Administers the day-to-day operations of the 401(k) plan and serves as a primary contact for the recordkeeper, plan advisors, Payroll, and associates., • Supports associates with enrollment, elections, loans, distributions, and general retirement plan questions and coordinates participant education., • Manages auto-enrollment and re-enrollment processes and conducts reconciliations between ADP, Payroll, and the recordkeeper to identify and resolve discrepancies., • Supports annual retirement plan audits, required participant notices, disclosures, and fiduciary committee materials under the direction of HR leadership., • Coordinates wellness and EAP programs, vendor-led initiatives, education, communications, and events within approved priorities and budgets., • Monitors vendor responsiveness, participation, utilization, and service issues and recommends practical improvements to HR leadership., • Maintains clear documentation of vendor contacts, open items, decisions, and follow-up responsibilities across assigned programs.Compliance, Reporting, Associate Education, and Process Improvement, • Ensures assigned benefits, leave, retirement, wellness, and workers’ compensation processes are administered consistently with applicable laws, plan documents, and company policies., • Coordinates required filings, disclosures, and notices, including ERISA materials, ACA reporting support, COBRA notices, CMS and PCORI requirements, RxDC, CHIPRA, SARs, and applicable plan amendments., • Supports ACA eligibility tracking, data review, reporting, and timely distribution of required forms in partnership with Payroll and external vendors., • Maintains HIPAA privacy and data-protection practices and safeguards confidential medical and benefit information in all systems and communications., • Maintains benefits- and leave-related procedures, forms, templates, and records and supports policy updates in partnership with HR leadership and Legal., • Prepares documentation for audits, regulatory inquiries, and internal reviews and follows through on identified corrective actions., • Monitors regulatory and vendor updates, identifies potential impact, and brings recommended process or policy changes to HR leadership., • Develops and delivers clear benefits and leave communications, presentations, and educational resources for associates and managers., • Serves as the primary point of contact for complex benefits and leave questions, coordinating with vendors and internal partners through resolution., • Uses reporting, feedback, recurring issues, and process reviews to improve accuracy, efficiency, compliance, and the associate experience.Qualifications, • Bachelor’s degree or equivalent experience, preferably in Human Resources, Benefits, or a related field, • Preferred: CEBS, CBP, SHRM-CP, PHR, or leave administration certification, • 5-7 years of progressive experience in benefits and leave administration, including hands-on responsibility for complex leave cases and benefit program operations, • Comprehensive working knowledge of health and welfare benefits and leave administration in a complex environment, • Hands-on experience with self-funded plan administration, claims and utilization information, vendor coordination, and annual open enrollment, • Knowledge of FMLA, ADA, short- and long-term disability, workers’ compensation, and applicable New Jersey leave and wage-replacement programs, • Working knowledge of ERISA, ACA, HIPAA, COBRA, OSHA recordkeeping, and other benefits and leave compliance requirements, • Experience with HRIS and benefit platforms, preferably ADP, and the ability to learn and maintain multiple vendor systems, • Ability to reconcile benefit and leave data, identify discrepancies, maintain accurate records, and prepare clear reports, • Strong communication and presentation skills with the ability to explain complex information to associates and managers, • Strong judgment and problem-solving skills when handling sensitive, complex, or time-sensitive matters, • Ability to manage multiple deadlines and programs independently while maintaining accuracy, confidentiality, and follow-through, • Ability to partner effectively with Finance, Payroll, Legal, Operations, Safety, vendors, carriers, and advisors, • Customer-focused approach and commitment to providing responsive, consistent associate support, • Bilingual English/Spanish preferredCompensation and Benefits The salary range for this position is $100,000 to $115,000, depending on qualifications such as experience, education, and skillset. In addition to salary, this role is eligible for a discretionary bonus and offers a comprehensive benefits package including Medical, Dental, Vision, 401K plan with company match, Life Insurance, Long Term Disability, Flexible Spending Account, Employee Assistance Program, Pet Insurance Plan and more. Why You Will Love Allied Beverage Group Industry Leader – We are New Jersey’s Largest Wine and Spirits Distributor Culture – We may be a big corporation, but we are still family owned and we like to think that influences our work environment. We promote a culture based on trust, respect and collaboration State of the Art Facility – We opened a brand-new corporate office and distribution center in Elizabeth, NJ in 2019 Your Continued Growth – Our company encourages our employees to reach high, live up to their potential, and advance in their careers. We offer over 9,000 professional development courses that employees can take at any time Competitive Pay and Quality Benefits – Allied Beverage Group offers competitive pay commensurate with experience along with a comprehensive benefits package Allied Perks! – Associate recognition, discounts with several vendors and more The Company is dedicated to ensuring a safe and secure environment for our team members and visitors. To assist in achieving that goal, we conduct a drug and background check for all new team members post-offer and prior to the start of employment. The Immigration Reform and Control Act requires that verification of employment eligibility be documented for all new employees by the end of the third day of work. Allied Beverage Group participates in the E-Verify program to confirm employment eligibility of all new hires in the United States. EEO and AI Disclosure Statement Allied Beverage Group is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, genetic information, or any other legally protected characteristics. As part of our recruitment process, Allied Beverage Group uses artificial intelligence (AI) tools to support the initial review of applications. These tools are designed to assist our recruiters in identifying qualifications and experience that align with the requirements of each role. The tools do not make hiring decisions. All final decisions are made by our recruitment team and hiring managers. We are committed to fair and equitable hiring practices. If you have questions about this process or need an accommodation, please contact Human Resources. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Description Investment Advisor – Client Acquisition (Remote) About Ridgewood Investments Ridgewood Investments is an investment advisor delivering intelligent, long-term money management solutions. We serve affluent individuals, retirement plan sponsors, and financial professionals with customized strategies rooted in disciplined, time-tested investing principles. Our focus is simple: build trust, grow assets, and deliver long-term results. The OpportunityWe are seeking a high-performing Producer & Closer who thrives in a structured, high-activity environment and knows how to convert conversations into clients. This role combines daily outbound engagement with high-level investment conversations. You will spend a significant portion of your day on the phone—connecting with leads, navigating to decision-makers, and consistently moving prospects through the pipeline to close. This is not a passive relationship role. This is a performance-driven position for someone who is comfortable doing the work required to win. • Key Responsibilities Execute consistent outbound calls and follow-ups to engage prospective clients, • Navigate organizations and relationships to reach decision-makers, • Build, manage, and advance a pipeline of qualified prospects, • Lead investment conversations and guide prospects through the decision process, • Convert opportunities into new clients and drive AUM growth, • Maintain ongoing engagement with prospects throughout the sales cycle, • Track activity, pipeline, and results within CRM and reporting systems, • Collaborate with internal teams to deliver a seamless client experience, • Maintain full compliance with regulatory and fiduciary standards Qualifications • Active securities license required (Series 65, 7/66, or equivalent), • 5+ years of experience in wealth management, investment advisory, or financial sales, • Proven ability to generate new business and close clients, • Comfortable with high daily call volume and structured outreach, • Strong communication skills with the ability to build trust quickly, • Highly organized with the ability to manage multiple opportunities simultaneously, • Self-motivated, disciplined, and results-driven What We’re Looking For • A producer who is willing to do the daily activity required to win, • A strong communicator who can confidently guide financial conversations, • Someone who thrives in a structured sales process and clear expectations, • Persistent, resilient, and comfortable working through objections, • Competitive and accountable to measurable results Compensation & Upside • Base salary 60K-75K + aggressive performance-based incentives tied to AUM growth, • Significant earning potential for high performers, • Clear expectations and measurable targets tied to activity and results, • Opportunity for long-term growth and leadership based on performance Why Ridgewood We believe structure creates freedom. Our systems, processes, and investment philosophy are designed to support high performers who are willing to execute. If you are looking for a role where effort, discipline, and performance directly translate into growth and income—this is that opportunity. This role is for someone who can both start the conversation and finish it.

Location: Remote, U.S.-based Reports to: President & Chief Executive Officer Status: Full-time, exempt Salary: Starting compensation of $170,000 annually About EarthShare EarthShare is a U.S.-based nonprofit organization working to accelerate environmental philanthropy and mobilize resources for a healthy, just, and sustainable planet. For more than three decades, EarthShare has helped individuals, employers, foundations, nonprofit organizations, and other mission-aligned organizations direct meaningful support to environmental causes. Building on its legacy in workplace giving, EarthShare has expanded its role as a philanthropic infrastructure organization at a time when the environmental movement urgently needs more flexible, trusted, and values-aligned vehicles for giving. EarthShare’s work advances through three core programs: • Donor-Advised Funds and Philanthropic Services. EarthShare operates a mission-aligned DAF program for individuals, families, foundations, donor networks, businesses, and philanthropic intermediaries. Our DAF program includes platform-based and white-glove offerings designed to support complex donor relationships, large-scale assets, strategic grantmaking, and customized philanthropic service models., • Fiscal Sponsorship. EarthShare provides fiscal sponsorship and operational support for high-impact environmental, climate, conservation, food systems, and social innovation initiatives, helping projects move resources quickly, manage compliance responsibly, and focus more fully on mission delivery., • Workplace Giving. EarthShare serves as a trusted connector between employers, employees, and environmental nonprofits, helping people take action through workplace giving, volunteering, and engagement campaigns. EarthShare has mobilized more than $450 million to environmental causes over its history. The organization is now entering a period of strategic growth: strengthening financial systems, expanding its DAF and fiscal sponsorship programs, cultivating and supporting major philanthropic partnerships, and building the financial and compliance infrastructure required to steward substantially greater resources for environmental impact. The Opportunity EarthShare seeks a Chief Financial Officer to serve as the organization's senior financial leader and a close partner to the President & CEO, COO, Board of Directors, Finance Committee, Investment Committee, and senior staff. The financial systems, controls, and reporting the CFO leads are the infrastructure our mission depends on. The CFO will lead EarthShare’s finance function across accounting, budgeting, forecasting, financial reporting, audit, treasury, cash management, internal controls, and financial compliance. The CFO will also design and manage the financial architecture that supports EarthShare’s DAF, fiscal sponsorship, and workplace giving programs, including fund accounting, donor and partner reporting, fee modeling, liquidity planning, investment oversight, and risk management. The CFO and COO are peer leaders on EarthShare’s senior team. Operational functions including human resources, technology, and administrative operations report to the COO. The CFO’s remit is financial leadership: the systems, controls, analysis, and strategic judgment that allow EarthShare to move capital responsibly and grow with integrity. Reporting directly to the President & CEO, the CFO will supervise EarthShare’s Senior Director, Accounting and work closely with outsourced accounting support, auditors, investment advisors, custodians, and key institutional partnerships. Key Position Priorities • Build Financial Infrastructure for Scale. Assess, strengthen, and modernize EarthShare’s financial systems, policies, controls, and reporting so they can support a larger and more complex organization, one that is accurate, transparent, audit-ready, and capable of earning the trust of donors and partners at every level., • Support Philanthropic Program Growth. Develop and oversee the financial architecture for EarthShare’s DAF, fiscal sponsorship, and workplace giving programs, including fund accounting, grant and disbursement tracking, investment reporting, fee analysis, liquidity management, and donor and partner reporting., • Strengthen Strategic Financial Planning. Partner with the CEO, COO, Board, and senior team to develop multi-year financial models, growth scenarios, reserve strategies, and revenue projections that help EarthShare evaluate opportunities and manage risks across its programs and institutional partnerships., • Increase Transparency and Decision Support. Translate financial information into clear, actionable insights for the CEO, COO, Board, and staff. Develop dashboards and reporting tools that help EarthShare understand performance, manage risk, allocate resources, and plan with confidence., • Ensure Compliance and Risk Management. Ensure EarthShare’s financial practices meet the highest standards of nonprofit accountability, donor stewardship, regulatory compliance, internal controls, and fiduciary responsibility. As financial complexity grows, the CFO will anticipate and manage risks before they become institutional vulnerabilities., • Serve as a Trusted Partner to the CEO. The CFO will be a key thought partner to the President & CEO, bringing financial clarity, strategic counsel, and discipline to major decisions, including new partnerships, program investments, and institutional priorities. Position Responsibilities Executive Financial Leadership The CFO will serve as EarthShare’s senior financial officer and primary steward of the organization’s financial health, strategy, and integrity. Specific responsibilities include: • Partnering closely with the President & CEO as a trusted adviser on financial strategy, growth, risk, and institutional sustainability, • Serving as a member of the senior leadership team, contributing to organization-wide strategy and planning from a financial perspective, • Translating EarthShare’s strategic direction into financial plans and resource allocation frameworks, • Developing multi-year financial plans and scenario models that support EarthShare’s DAF roadmap, fiscal sponsorship growth, workplace giving programs, staffing needs, and institutional priorities, • Providing clear financial analysis and recommendations to support major organizational decisions, • Supporting the CEO in preparing financial and strategic materials for the Board, Finance Committee, and Investment Committee Finance, Accounting, and Controls The CFO will lead all core financial functions, including: • Accounting, budgeting, forecasting, financial reporting, accounts payable, accounts receivable, payroll coordination, treasury, cash management, audit, tax filings, and internal controls, • Preparation of accurate and timely monthly, quarterly, and annual financial statements, • Compliance with GAAP, nonprofit accounting standards, donor restrictions, grant requirements, and applicable regulations, • Accounting for restricted funds, fiscal sponsorship funds, DAF assets, operating revenue, investment income, workplace giving revenue, and program-related financial activity, • Annual budget process in close partnership with the CEO, COO, and senior staff, • Budget-to-actual monitoring, variance analysis, and trend reporting, • Internal controls, documentation, approval workflows, and segregation of duties, • Annual audit preparation and primary liaison to external auditors, • Form 990 and other financial, tax, and regulatory filings, • Banking relationships and cash management, • Building financial literacy across the organization so that program managers have timely and useful information Program Finance and Philanthropic Infrastructure The CFO will serve as the senior financial lead across EarthShare’s core programs: • Developing and overseeing financial systems for EarthShare’s DAF, fiscal sponsorship, and workplace giving programs, • Ensuring accurate accounting, reconciliation, reporting, and controls across DAF accounts, fiscal sponsorship projects, workplace giving campaigns, restricted funds, grants, fees, and program revenues, • Building and maintaining financial models for program growth, including assets under management, contribution scenarios, payout assumptions, fee revenue, staffing needs, technology costs, and administrative capacity, • Supporting pricing and fee analysis for EarthShare’s DAF products, fiscal sponsorship services, and philanthropic service arrangements, • Partnering with program leaders to strengthen financial workflows for project onboarding, donor and partner reporting, grant tracking, disbursements, and reconciliation, • Supporting workplace campaign accounting and reporting, including revenue recognition, pledge tracking, partner distributions, and platform reconciliations, • Supporting development and implementation of Investment Committee materials, investment policy documents, and liquidity policies, • Ensuring that financial operations across programs are aligned with donor intent, legal requirements, EarthShare policies, and fiduciary best practices Finance Systems and Technology • Assessing and improving EarthShare’s financial systems, reporting tools, accounting software, fund accounting processes, and data integrations, • Leading finance-related technology improvements that increase accuracy, automation, controls, and reporting quality, • Partnering with operations, technology, and program staff to improve finance-related data quality and cross-functional workflows, • Developing dashboards and reporting tools that give leadership timely visibility into financial performance, cash flow, assets, liabilities, program economics, and risk Profile of the Successful Candidate EarthShare seeks a CFO who combines technical strength, strategic judgment, and genuine commitment to the mission. The right person will understand that EarthShare is moving into a more expansive role as a philanthropic infrastructure provider. This moment calls for someone who can strengthen day-to-day financial operations while helping the organization prepare for significant asset growth, more complex donor relationships, larger fiscal sponsorship portfolios, and deeper institutional partnerships. The right person will see finance as a form of stewardship. They will understand that EarthShare’s credibility with donors, fiscal sponsorship projects, workplace partners, board members, and philanthropic institutions depends on the quality of its financial systems. Strategic Financial Leadership • Significant senior financial leadership experience in a nonprofit, philanthropic, community foundation, fiscal sponsor, grantmaking institution, or other mission-driven environment, • Demonstrated ability to translate organizational strategy into financial plans, operating models, and implementation priorities, • Strong facility with multi-year forecasting, scenario modeling, revenue modeling, reserve planning, and cash flow management, • Ability to see the full financial picture while staying grounded in the operational details that determine system success Philanthropic Infrastructure Acumen • Experience with donor-advised funds, community foundations, private foundations, fiscal sponsorship, workplace giving, or complex restricted fund environments, • Understanding of fund accounting, donor restrictions, investment reporting, grant disbursements, fee structures, and fiduciary stewardship, • Comfort working with high-net-worth donors, family offices, foundations, investment advisors, custodians, employers, and philanthropic intermediaries Technical Excellence • Deep knowledge of nonprofit accounting, GAAP, audits, Form 990 preparation, internal controls, budgeting, financial reporting, and compliance, • Strong understanding of cash management, treasury, investment reporting, liquidity planning, and financial risk, • Experience improving financial systems, accounting processes, and controls in a growing or changing organization, • High standards for accuracy, timeliness, documentation, and accountability Partnership with the CEO and Board • Demonstrated experience as a close and trusted adviser to a CEO, Executive Director, or other senior leader, • Ability to provide candid counsel, clear analysis, and grounded recommendations, • Skill in presenting financial information to boards, committees, donors, and non-financial audiences, • Sound judgment about when to raise concerns, when to offer options, and when to help the organization move forward Builder’s Orientation • Experience building or modernizing finance functions, reporting systems, financial policies, and internal workflows, • Comfort operating in a growing organization where systems are still evolving, • Ability to bring structure and clarity without impeding momentum, • Orientation toward continuous improvement and practical problem-solving Collaborative Leadership • Proven ability to manage and develop finance staff and external consultants, • Strong interpersonal skills and the ability to build trust across departments, • Commitment to helping colleagues understand financial information and make stronger decisions, • A leadership style that balances accountability with humility, and patience with urgency Mission Alignment • Genuine commitment to EarthShare’s mission of mobilizing resources for a healthy, just, and sustainable planet, • Appreciation for the role that philanthropic infrastructure plays in accelerating environmental progress, • Commitment to equity, inclusion, transparency, and responsible stewardship, • Personal and professional integrity, discretion, and sound judgment Relevant Experience Strong candidates may come from nonprofit organizations, community foundations, DAF sponsors, fiscal sponsors, private foundations, public charities, philanthropic advisory firms, financial institutions, or mission-driven enterprises. Relevant roles include CFO, VP of Finance, Controller, Director of Finance, Treasurer, or equivalent senior financial leader. Minimum Qualifications • CPA, MBA, or relevant advanced credential required, • Bachelor’s degree in accounting, finance, business, nonprofit management, or a related field, or equivalent professional experience, • Ten or more years of progressive financial leadership experience, including experience at a senior level, • Demonstrated knowledge in nonprofit accounting, GAAP, audits, budgeting, internal controls, and financial reporting, and financial management systems, • Experience with nonprofit financial and operational technology platforms, including Sage Intacct, Ramp, Salesforce, Andar, or comparable systems, • Experience working with boards, finance committees, auditors, and senior leadership, • Strong financial modeling, forecasting, analytical, and communication skills, • Experience managing staff, consultants, or outsourced finance partners, • Ability to work effectively in a remote, U.S.-based organization, • Applicants must be authorized to work in the United States. EarthShare does not sponsor employment visas. Compensation and Benefits This is a full-time, exempt, remote, and benefit-eligible position. Candidates must be based in the United States. The starting annual compensation for this position is $170,000, commensurate with experience. The compensation will be evaluated on an individual basis, taking into consideration the candidate’s knowledge, skills, abilities, experience, and education. EarthShare offers a competitive benefits package, including: • Medical, dental, and vision coverage; 85% employer-paid for employees and 35% employer-paid for dependents, • Health Reimbursement Arrangement (HRA) and Flexible Spending Account (FSA) options, • 403(b) retirement plan with employer contributions of up to 10% of salary after one year of service, subject to plan terms with 100% vesting option after three years of service., • 15 days of paid time off annually, increasing to 20 days at start of third year of service and 25 days at start of sixth year of service, • 12 paid days for sick leave, 13 paid holidays annually, 1 floating holiday, 1 personal day and 5 volunteer days, • Employer-paid Short-Term and Long-Term Disability insurance, • Employer-paid Life and Accidental Death & Dismemberment (AD&D) coverage, • Flexible summer work schedules allowing staff to be out of the office on Fridays, and a full office closure between Christmas and New Year's, • Professional development opportunities Periodic travel is expected for Board meetings, staff gatherings, donor and partner meetings, and other organizational priorities (estimated 10–15% travel). To Apply Applications will be reviewed on a rolling basis. Interested candidates should submit a resume and a letter of interest describing their qualifications, relevant accomplishments, and interest in EarthShare’s mission and growth. EarthShare conducts background checks as a condition of employment for this position. Candidates will be notified before a background check is initiated. Applicants who require a reasonable accommodation to participate in the application or interview process should contact masoom@earthshare.org to request accommodation. EarthShare is committed to providing reasonable accommodations in accordance with the Americans with Disabilities Act (ADA) and applicable state and local laws. Equal Employment Opportunity EarthShare is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, childbirth, related medical conditions, and lactation), national origin, age (40 or older), disability, genetic information, sexual orientation, gender identity or expression, natural hair or protective hairstyle, marital status, military or veteran status, or any other characteristic protected by applicable federal, state, or local law. EarthShare is committed to an inclusive workplace and welcomes applications from candidates of all backgrounds and lived experiences.

Lead Complex Trust & Estate Tax Strategy for High-Net-Worth Families This Jobot Job is hosted by: Andrew Crain Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $175,000 - $225,000 per year A bit about us: We are working with a nationally recognized accounting, tax, and advisory firm that serves sophisticated high-net-worth individuals, families, fiduciaries, family offices, closely held businesses, and private clients. The firm is continuing to expand its Trust & Estate practice and is looking for an experienced Tax Director who can operate as both a senior technical resource and trusted advisor to clients. This is a highly visible leadership role for someone who understands complex estate, gift, fiduciary, and generation-skipping transfer tax matters and wants meaningful involvement in client strategy, team development, and the continued growth of the practice. Why join us? Competitive base compensation of $175K-$225K plus discretionary bonus Direct advisory work with high-net-worth individuals, families, trustees, executors, and family offices Significant exposure to sophisticated estate and wealth-transfer planning Opportunity to help shape and grow an established Trust & Estate practice Strong visibility with Partners, attorneys, wealth advisors, and other external professionals Leadership responsibility across staff and managers Hybrid schedule with three days per week in office Medical, dental, and vision coverage 401(k) and profit-sharing program Generous PTO and paid firm holidays Training, certification, and professional-development programs Job Details We are seeking an experienced Tax Director specializing in Trust & Estate taxation to provide senior-level technical leadership and advisory support to high-net-worth individuals, families, trustees, executors, and other fiduciaries. The role combines complex tax planning and compliance with client relationship management, team leadership, and practice development. You will advise clients across estate, gift, fiduciary income, and generation-skipping transfer tax matters while collaborating closely with attorneys, wealth advisors, family offices, and other tax professionals. Responsibilities Serve as a senior tax advisor to high-net-worth individuals, families, trustees, executors, and fiduciaries Advise clients on sophisticated estate, gift, trust, and wealth-transfer strategies including GRATs, IDGTs, SLATs, charitable structures, and succession planning Oversee complex fiduciary, estate, and gift tax compliance including Forms 1041, 706, and 709 Research and interpret federal, state, and local tax laws affecting trusts, estates, gifts, and wealth-transfer strategies Review complex tax returns, research memoranda, planning analyses, and client deliverables for technical accuracy Lead client relationships and communicate complex tax concepts to clients and outside advisors Identify planning opportunities and additional services for existing clients Participate in proposals, presentations, networking, and business-development efforts Lead, mentor, and develop staff and managers within the Trust & Estate practice Oversee engagement planning, staffing, budgeting, workflow, and deadlines Collaborate with attorneys, investment advisors, family offices, wealth managers, and internal tax teams Monitor tax-law and regulatory developments and communicate their implications to clients and colleagues Qualifications Bachelor’s degree in Accounting from an accredited college or university Active CPA license or EA certification required 10+ years of progressive public accounting tax experience Significant concentration in Trust & Estate taxation Deep technical knowledge of fiduciary income tax, estate tax, gift tax, and generation-skipping transfer tax Experience preparing or reviewing Forms 1041, 706, and 709 Demonstrated experience advising high-net-worth individuals, families, trusts, estates, and complex family structures Strong tax research and technical writing capabilities Experience managing client relationships and complex engagements Demonstrated leadership and staff-development experience Strong executive communication and client-facing skills Ability to contribute to business development and practice growth Ability to work in office at least three days per week Current U.S. work authorization without current or future employer sponsorship Interested in hearing more? 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At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Senior Estate Settlement Advisor within PNC Private Bank, you will be based in Millburn, NJ. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Engages in fiduciary decision-making by executing the terms of any will or document in which PNC serves as executor or trustee, including estate settlement trusts and other estate-related trusts. Acts as a market or region estate settlement authority. Provides estate administration and related relationship management services for the most complex estates in an assigned book of business and serves as a specialized fiduciary expert for estates in those relationships. Engages in the most complex estate administration, including addressing special assets, liquidity and concentrated holdings; assisting in resolution of family/beneficiary conflicts; preserving and conserving estate assets overall; obtaining accurate valuations and meeting all administrative and legal deadlines. Supports the estate settlement business both internally and with Centers of Influence. Works with external entities to understand, contribute to and implement fiduciary/tax planning strategies and assess financial planning impacts for the beneficiaries. Engages in business-retention and sales opportunities. Ensures and coordinates the preparation of appropriate tax returns and court or other state-required filings for the estate and the decedent. Administers estate settlement trusts and other estate- related trusts. Serves as a subject matter resource for the estate settlement team, fiduciary and market leadership. May serve as a point of escalation for problem resolution and stand as a proxy for fiduciary leadership. Assists in determining work assignments of other estate settlement advisors. Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Decision Making, Finance Strategy, Investment Management, Legal Practices, Real Estate Settlements, Revenue Recognition, Risk Assessments Account Management, Accuracy and Attention to Detail, Business Development, Effective Communications, Fiduciary Responsibilities, Problem Solving, Regulatory Environment - Financial Services, Selling. Roles at this level typically require a university / college degree. Higher level education such as a Masters degree, PhD, or certifications is desirable. Industry relevant experience is typically 8+ years. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Bachelors No Required Certification(s) No Required License(s) No Required or Preferred Language Assessments Base Salary: $134,400.00 $249,600.00Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance. Generally, this opening is expected to be posted for two business days from 03/17/2026, although it may be longer with business discretion. PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com. If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

The Senior Compliance and Operational Risk Manager, Corporate Trust & Custody Services is responsible for providing independent second line oversight of Corporate Trust, Custody, Agency Services, Fiduciary, and related Institutional Services activities. Senior Compliance and Operational Risk Manager

At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom we give you the tools you need to succeed and the autonomy to reach your goals. EisnerAmper is seeking a Tax Senior Manager specializing in Trust & Estate to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with the capacity to efficiently oversee multiple client engagements. Furthermore, the ideal candidate will possess strong leadership skills and the aptitude to foster professional growth among our staff. This position offers flexibility in terms of office location, as EisnerAmper follows a hybrid working model and has offices available in the locations listed below. • You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry, • You will have the flexibility to manage your days in support of our commitment to work/life balance, • You will join a culture that has received multiple top "Places to Work" awards, • We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions, • We understand that embracing our differences is what unites us as a team and strengthens our foundation, • Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work, • Responsible for overseeing tax planning and compliance functions for individuals, trusts, estates, and related entities, ensuring accuracy and compliance with tax laws and regulations., • Provide expert tax planning and advisory services to clients, including wealth transfer strategies, charitable planning, and estate planning., • Take on the primary review of complex tax returns and maintain regular communication with clients., • Cultivate and nurture relationships with clients, staff members, and external third-party client vendors., • Provide training and supervision to staff members, including reviewing and evaluating their work., • Occasional local travel to clients' locations may be required., • Actively solicit new client relationships and participate in client/potential client seminars to expand networking opportunities., • Stay updated on changes in tax laws, regulations, and accounting standards, and proactively apply new knowledge to client engagements., • Collaborate with other tax professionals within the firm to coordinate efforts, share knowledge, and ensure efficient and effective delivery of tax services., • Hold self and direct reports responsible for achieving developmental goals, • Bachelor's Degree in Accounting or equivalent field is required, • 8+ years of tax compliance, specialization in individual, fiduciary, estate and gift taxation, • Recent Public Accounting experience, • CPA or IRS Enrolled Agent Certification required, • Master's Degree in Taxation or relevant field, • Experience using GoSystems or CCH Axcess tax software EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law. The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals. Operating within a culture where we hold each other accountable to our standards of teamwork, creativity, and a genuine care for each other, we not only solve our clients' problems, but offer proactive solutions for the future. As one of the largest and fastest-growing service lines at our firm, we try to make a big group feel smaller. We're known for presenting options and pathways for our employees to grow as professionals. Here, you can not only discover what you're passionate about but pursue it. Working with businesses of all sizes and across every industry, our typical client is atypical. Because of this, it's important that we can think like entrepreneurs ourselves to gain a true awareness of our clients and their businesses, along with their unique operational and personal dynamics. EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients. Should you need any accommodations to complete this application please email: talentacquisition@eisneramper.com. Preferred Location: Iselin

AXIS Capital is seeking a Senior Claims Specialist for EPL and Fiduciary claims in North America.

Job Description Client Acquisition Manager About Ridgewood Investments: Ridgewood Investments is an investment advisor delivering intelligent, long-term money management solutions. We serve affluent individuals, retirement plan sponsors, and financial professionals with customized strategies rooted in disciplined, time-tested investing principles. Our focus is simple: build trust, grow assets, and deliver long-term results. The Opportunity: We are seeking a high-performing Producer & Closer who thrives in a structured, high-activity environment and knows how to convert conversations into clients. This role combines daily outbound engagement with high-level investment conversations. You will spend a significant portion of your day on the phone—connecting with leads, navigating to decision-makers, and consistently moving prospects through the pipeline to close. This is not a passive relationship role. This is a performance-driven position for someone who is comfortable doing the work required to win. • Key Responsibilities Execute consistent outbound calls and follow-ups to engage prospective clients, • Navigate organizations and relationships to reach decision-makers, • Build, manage, and advance a pipeline of qualified prospects, • Lead investment conversations and guide prospects through the decision process, • Convert opportunities into new clients and drive AUM growth, • Maintain ongoing engagement with prospects throughout the sales cycle, • Track activity, pipeline, and results within CRM and reporting systems, • Collaborate with internal teams to deliver a seamless client experience, • Maintain full compliance with regulatory and fiduciary standards Qualifications • Active securities license required (Series 65, 7/66, or equivalent), • 5+ years of experience in wealth management, investment advisory, or financial sales, • Proven ability to generate new business and close clients, • Comfortable with high daily call volume and structured outreach, • Strong communication skills with the ability to build trust quickly, • Highly organized with the ability to manage multiple opportunities simultaneously, • Self-motivated, disciplined, and results-driven What We’re Looking For • A producer who is willing to do the daily activity required to win, • A strong communicator who can confidently guide financial conversations, • Someone who thrives in a structured sales process and clear expectations, • Persistent, resilient, and comfortable working through objections, • Competitive and accountable to measurable results Compensation & Upside • Base salary 60K-75K + aggressive performance-based incentives tied to AUM growth, • Significant earning potential for high performers, • Clear expectations and measurable targets tied to activity and results, • Opportunity for long-term growth and leadership based on performance Why Ridgewood We believe structure creates freedom. Our systems, processes, and investment philosophy are designed to support high performers who are willing to execute. If you are looking for a role where effort, discipline, and performance directly translate into growth and income—this is that opportunity. This role is for someone who can both start the conversation and finish it.

Job Description Top 200 AmLaw firm seeks an associate to join its Trusts and Estates Litigation Group in their Newark, NJ office. Qualified candidates should be a current judicial law clerk or have 1-3 years of experience in probate/fiduciary litigation. Judicial clerkship experience in the Chancery Division – Probate Part or Appellate Division of the Superior Court of New Jersey desired. NJ and NY Bar admission and strong academic background required.