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For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests always. Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent wherever they are. Join us and help families amplify and simplify their financial lives with confidence. As a Mercer Advisors summer 2027 intern, you will work collaboratively with fellow colleagues at Mercer Advisors to provide and ensure the highest level of service and positive experience for our clients. Applicants should have strong verbal and written communication skills with a background and/or an interest in client service, financial planning and/or sales. The successful applicant will be comfortable with a client facing role and speaking on the phone. Your 10-week long summer internship will be filled with opportunities for professional development, mentorship, the chance to apply coursework to real-world experiences, and some fun, too! Assist with client service requests and special projects placing the highest priority on client satisfaction. Utilize the Contact Relationship Management system to track client information and data. Support the team with administrative tasks as needed. Act as an onsite dedicated service associate on a wide range of client issues. Research and resolve client concerns in cooperation with local and centralized teams. Adhere to all compliance/risk procedures and follow corporate and industry protocols. Ensure that all paperwork, policy and procedures for client requests have been adhered to satisfy company-wide requirements. Contribute to a positive and empowering environment across teams. Must be enrolled in a Bachelors (as a rising Junior, or Senior) or Master's program. Strong analytical and problem-solving skills. Excellent communication and interpersonal skills. Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint). Ability to work independently and as part of a team. High level of integrity and professionalism. Interest and passion for development of financial services industry knowledge. Full-time in office - Monday through Friday, 8:00AM to 5:00PM Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation. The initial deadline for applications is 10/31/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. Base Pay Range $17 - $20 USD Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: Company Paid Basic Life & AD&D Insurance Company Paid Short-Term and Long-Term Disability Insurance Supplemental Life & AD&D Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan. Kaiser Medical plans available in California Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan. Two comprehensive Dental Plans Vision Insurance Plan Dependent Care Savings Account for child and dependent care. 14 Company Paid Holidays including a full week off at Thanksgiving. Generous paid time off program for vacation and sick days Employee Assistance Plan Family Medical Leave Paid Parental Leave (8 weeks) Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time. Adoption Assistance Reimbursement Program Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more. 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option Pet Insurance Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! This job is responsible for working with complex, high-net-worth investors to create customized investment strategies. Key responsibilities include evaluating, designing, constructing, managing, and monitoring all aspects of discretionary portfolio management including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, investment reviews, and proactive client communication. Job expectations include helping teams to drive client retention and business development, while mentoring associates. Responsibilities: • Works to understand the client's situation and circumstances to develop and recommend an investment strategy tailored to their unique goals and objectives, • Manages all aspects of the client's investment portfolio including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, and investment reviews, • Collaborates with teammates to deliver the bank's full array of integrated solutions, such as equities, fixed income, alternative investments, and Specialty Asset Management as appropriate, • Engages with clients to review investment performance and anticipated market changes based on economic and industry analysis, • Stays up-to-date on recommendations from the Chief Investment Office, current market conditions, and economic trends to anticipate and mitigate investment risks, • Develops meaningful relationships with clients, while demonstrating the highest care, skill, diligence, and ethics Required Qualifications: • Minimum of 10 years of investment decision making and financial consulting experience working with high-net-worth and ultra-high net worth clients, • Has held positions of increasing responsibility with an established and prestigious financial services firm, most likely in a wealth management, private banking and/or trust field, • Knowledge of fiduciary and financial products and services through extensive related work experience, • Broad-based technical knowledge of investments, tax, legal and operations necessary to service clients, • Knowledge of fiduciary standards, principles and applicable laws and regulations usually acquired through training, seminars or law school, • Skills and experience in negotiating, delegating and leadership, • Superior client service and relationship management skills Desired Qualifications: • Bachelor's Degree in Finance, Accounting, Economics or related field or equivalent financial services/business experience, • Graduate Degree such as MBA or JD, • Holds appropriate credentials such as CPA, CFP and/or CFA designation, • The ideal candidate will bring an appropriate mix of financial services expertise, management and business development experience Skills: • Advisory, • Client Investments Management, • Customer and Client Focus, • Investment Management, • Presentation Skills, • Active Listening, • Analytical Thinking, • Attention to Detail, • Client Experience Branding, • Valuation Ethics and Practice Standards, • Collaboration, • Critical Thinking, • Data Quality Management, • Trading, • Written Communications Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - NY - Melville - 300 BROADHOLLOW RD - BANK OF AMERICA (NY5529)Pay and benefits informationPay range$135,600.00 - $300,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligibleThis role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

New York, New York, United States Senior Tax Accountant Location: New York City (Penn Plaza or Jericho) Join a reputable CPA firm with a prominent presence in New York City, Penn Plaza, as well as offices in New Jersey, and Long Island. We are currently seeking an experienced Senior Tax Accountant to work collaboratively with our team of professionals. This position offers flexibility to be based in either our New York City or Jericho office. • Tax Return Preparation: Lead the preparation of complex partnership and high net worth individual tax returns. Contribute to the preparation of corporate, fiduciary, and tax-exempt entity tax returns as needed., • Multi-State Coordination: Coordinate with staff and managers to ensure accurate and compliant multi-state tax returns., • Independent Tax Research: Conduct independent tax research to stay abreast of changes in tax laws and regulations., • Client Service: Address clients' specific needs and provide value-added solutions. Maintain accurate and timely records for the client billing system., • Training and Development: Assist in the training and development of less experienced staff and interns., • Experience: 3-5 years of progressive tax experience in a public accounting setting with a strong focus on high net worth individual returns and partnership returns. Industry exposure to real estate is required., • Certifications: Licensed CPA strongly preferred; minimum 150 credits and eligibility to sit for the CPA exam if not already licensed., • Education: Bachelors degree in accounting; Graduate degree in Tax preferred., • Software Proficiency: Proficient in MS Office suite and CCH ProSystem Tax, or equivalent tax software. Preferred proficiency in Prosystem Engagement, Quickbooks, and other related software such as CCH Axcess and BNA., • Communication Skills: Excellent written and oral communication skills., • Professional Commitment: Demonstrated commitment to the tax field through participation in professional interests., • Competitive salary and comprehensive benefits package., • Professional development opportunities, mentorship, and ongoing feedback for continuous learning and growth., • Dynamic work environment with offices conveniently located in Penn Plaza, NJ, and Long Island. If you are an experienced Senior Tax Accountant looking for a challenging and rewarding opportunity, we invite you to apply. Please submit your resume

Northwell is seeking an experienced investment professional to join Northwell's Investment Office as Director of Retirement Plan Defined Contribution (DC) Investments. Northwell seeks an exceptional individual who will be a key member of the Investment Office, working closely with the Health System's Investment Committee and external consultants reviewing Defined Contribution (DC) investment offerings, fees, target date funds, retirement income solutions, investment policy statements and selecting & monitoring investment managers for the defined contribution plans. Principal Accountabilities • Defined Contribution (DC) Asset Management:, • Works as a key member of the Investment Office reporting to VP Investments., • Oversees DC investments:, • Monitors all DC managers, holds update calls, provides summaries to senior management., • Analyzes investment drivers of performance results, attribution and risks, identifies issues., • Identifies and monitors portfolio risks at manager, portfolio and system levels., • Evaluates and recommends DC plan structure and investment lineup design., • Conducts periodic recordkeeper RFPs to ensure best available fees and services., • Performs regular benchmarking of investment management and recordkeeping fees., • Investment Committee and Subcommittee Participation:, • Prepares agendas and participates in Committee/Subcommittee meetings., • Interacts directly with Trustees, consultants, managers on investment issues., • Prepares reports and participates in presentations to Trustees and senior management. Provides regular communications to key stakeholders (internal and external) regarding all aspects of the DC investment programs., • Builds strong working relationships with colleagues at all levels (internal and external)., • Utilizes logical, fact-based analytical tools to articulate and overcome objections and solves complex problems using multiple problem-solving tools and techniques. 1. Organization & Governance Upholds and communicates the mission, vision and values of the Health System. Works to create a culture of integrity, quality and engagement., 2. Compliance Management Ensures compliance with federal, state and local regulations and tax laws. Tracks and assesses the impact of DOL guidance and other legislative and regulatory developments on DC plan design and investments. Oversees the development, review and distribution of reports and procedural statements which ensure regulatory and policy compliance., 3. Participates in investment industry conferences/educational programs. Performs related duties, as required. Requirements and Ideal Experience • Bachelor's Degree in Finance or related field, required. MBA, CFA, CAIA preferred., • Minimum of seven (7) to ten (10) years of experience in large fund investment management. Experience in corporate, pension, healthcare, consulting or investment management, with a fiduciary mindset required. Experience in several of these environments, preferred., • Experience working with an involved and senior level Board Committee, preferred., • Experience with plan mergers, consolidations, or transitions, preferred., • Industry, Investment, Participant Knowledge, • Knowledge of important DC industry & regulatory issues, litigation risks, QDIA-selection/target date funds, CITs, key recordkeeping issues and custodians, required., • Knowledge of modern portfolio theory, risk controls, active versus passive management, performance attribution & benchmarking, required., • Knowledge of key factors in evaluating manager performance across stable value, equities, fixed income, REITS and alternative investments, required. Proficiency with investment analytics and risk tools, preferred., • Knowledge of participant demographics, behavioral finance applications & participant outcomes, custom target date funds, managed accounts and thorough understanding of retirement income solutions/decumulation, preferred., • Experience negotiating investment management agreements, guidelines, fees, required., • Fiduciary mindset, extremely strong analytical / intellectual skills and business acumen., • Strong verbal and written communication skills. Personal Characteristics The Director of Retirement Plan (DC) Investments will possess the following characteristics: • A highly visible, ethical and diplomatic leader with interpersonal skills and intellect., • A dynamic and innovative individual with a strong sense of self, and the ability to be an active listener and demonstrate great respect for others., • Empathetic; possessing the ability to be both collaborative and engaging, while interacting with diverse backgrounds., • Energetic; with a passion for and profound commitment to the work of Northwell Health. *Additional Salary DetailThe salary range and/or hourly rate listed is a good faith determination of potential base compensation that may be offered to a successful applicant for this position at the time of this job advertisement and may be modified in the future.When determining a team member's base salary and/or rate, several factors may be considered as applicable (e.g., location, specialty, service line, years of relevant experience, education, credentials, negotiated contracts, budget and internal equity).

Salary Range $100,000.00 - $200,000.00 Salary/year Position Type Full Time / Experienced Level Category Tax Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We're continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are at the ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you! We are seeking a Private Client Services (PCS) Manager in the Tax Department. As a Manager in PCS, you will be responsible for: • Review of tax returns, income tax projections and tax workpapers. Specifically, federal and state individual and fiduciary tax returns., • Possess strong technical skills in individual and fiduciary income tax, with working knowledge in partnerships and S-corporations, • Provide effective consulting, planning and compliance for your clients, • Oversee and manage the day to day needs of your clients and tax return process including identification and resolution of tax issues, • Perform tax research to resolve issues, • Maintain strong relationships with a highly proactive approach to serving clients, • Coordinates with Partner and staff to ensure timeliness and effective communication for proper planning of project, • Coaching, mentoring and assisting staff so they can develop and assist in the growth of the tax practice, • Maintaining knowledge of new tax issues and general business trends impacting client, • Bachelor's degree in Accounting required, Masters in Taxation is preferred, CPA preferred, • 7+ years of progressive public accounting experience, • Knowledge of hedge fund and private equity K1s, • Excellent written and verbal communication skills, • Capable of managing multiple client engagements, • A track record of building and sustaining client relationships and high-quality client service, • Outstanding analytical, organizational and project management skills

Relationship Banker, Long Island Central, NY Area *Bilingual Spanish required Huntington Station, New York;Huntington, New York; Islip, New York; East Islip, New York; Farmingdale, New York To proceed with your application, you must be at least 18 years of age. Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Huntington-Station/Relationship-Banker--Long-Island-Central--NY-Area--Bilingual-Spanish-required_26026307) Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Huntington-Station/Relationship-Banker--Long-Island-Central--NY-Area--Bilingual-Spanish-required_26026307) Refer a friend To proceed with your application, you must be at least 18 years of age. Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Huntington-Station/Relationship-Banker--Long-Island-Central--NY-Area--Bilingual-Spanish-required_26026307) Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Huntington-Station/Relationship-Banker--Long-Island-Central--NY-Area--Bilingual-Spanish-required_26026307) Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: - Executes the bank's risk culture and strives for operational excellence - Builds relationships with clients to meet financial needs - Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations - Grows business knowledge and network by partnering with experts in small business, lending, and investments - Manages financial center traffic, appointments, and outbound calls effectively - Drives the client experience - Manages cash responsibilities Required Qualifications: - Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client - Collaborates effectively to get things done, building and nurturing strong relationships - Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives - Is confident in identifying solutions for new and existing clients based on their needs - Communicates effectively and confidently and is comfortable engaging all clients - Has the ability to learn and adapt to new information and technology platforms - Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) - Applies strong critical thinking and problem-solving skills to meet clients' needs - Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations - Efficiently manages time and capacity - Focuses on results while acting in the best interest of the client - Can be flexible to work weekends and/or extended hours as needed - Bilingual Spanish Desired Qualifications: - Experience in financial services and knowledge of financial services industry, products and solutions - One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals - Six months of cash handling experience - Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance Skills: - Adaptability - Business Acumen - Customer and Client Focus - Oral Communications - Problem Solving - Account Management - Client Experience Branding - Client Management - Client Solutions Advisory - Relationship Building - Business Development - Pipeline Management - Prospecting - Referral Identification - Referral Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your "Know your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf) " poster. View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) . Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason. Investment products offered through MLPF&S and insurance and annuity products offered through MLLA: Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value Are Not Deposits Are Not Insured by Any Federal Government Agency Are not a condition to Any Banking Service or Activity Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation. Trust, fiduciary and investment management services are provided by Bank of America, N.A., Member FDIC and wholly owned subsidiary of Bank of America Corporation ("BofA Corp."). Bank of America Private Bank is a division of Bank of America, N.A. Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation. © 2026 Bank of America Corporation. All rights reserved.

BCG Attorney Search in Uniondale, NY seeks an experienced Trusts and Estates Litigation Partner to join a collaborative team specializing in trusts, estates, and fiduciary litigation, with a preference for a book of business.The ideal candidate has 10+ years in sophisticated trusts and estates litig

A mid-sized law firm in Uniondale is seeking a Trusts, Estates & Fiduciary Litigation Attorney to represent clients in complex litigation.This role requires 5-8 years of experience in litigation, including depositions and court appearances.Ideal candidates will have a J.ABA-accredited law school and

We are currently seeking a Trust & Estate Tax Manager to join our team in either our Jericho, NY or New York, NY office location. Researching, complying, planning and administering the following: fiduciary income tax returns, estate & gift tax returns. Nationally ranked as one of the largest and fas

Responsibilities Researching, complying, planning and administering fiduciary income tax returns, estate & gift tax returns Directing tax seniors and staff accountants; ensuring assignments are completed within the budgeted time Interacting with clients to discuss tax issues throughout the year Deve

NY bar admission, 3+ years in trust and estate planning, and strong knowledge of estate and fiduciary tax law. Software Placement Group, SPG, seeks an experienced Elder Care & Estate Planning Attorney to join its Melville, NY team in a full-time, in-office role. You will draft, administer, and coord

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, fina