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We are seeking an experienced outside sales professional to join our team. For nearly 70 years, LAI Fleet has been an industry leader in commercial vehicle leasing and fleet management. Why work for LAI Fleet? LAI Fleet started as a vehicle leasing business and has transformed into a full-service fleet management company with expertise throughout the entire vehicle life cycle. From acquisition to disposal, the LAI Fleet Account Executive is supported by the knowledge, tools and back-office resources needed to deliver exceptional service and guidance to customers. We have maintained our founding principles of service and dedication to both customers and employees, evidenced by customer relationships spanning decades and many employees with 20+ years of service. We are an equal opportunity employer. Job Summary: • Identify and pursue new business opportunities in an outside sales environment, • Build strong relationships with prospects and maintain them as long-term customers using a consultive selling approach, • Meet and exceed monthly and annual sales quotas, • Utilize CRM tools to manage sales activity, pipeline and opportunities, • Work with cross-functional teams to ensure a positive customer experience What we are looking for: • Self-motivated and accountable sales professional with the confidence to prospect and close new business, • Strong relationship-building skills with the ability to develop long-term customer partnerships, • 3+ years of B2B outside sales experience with a proven record (fleet management and/or truck rental/leasing experience preferred), • Ability to overcome objections with resilience, urgency, and a positive attitude, • Collaborator with strong organizational, planning, and time-management skills, • Experience working with CRM systems, • Bachelor’s degree or equivalent work experience (Finance preferred but not required), • Clean driving record; able to pass background check and drug screening Benefits & Compensation: • Competitive Base salary (based on experience), • Uncapped commission program, • Company Car, • Paid vacation and holidays, • Medical, Vision, and Dental Insurance, • 401K & profit sharing, • No territory restrictions, • Company laptop

Job Description Sr Bookkeeper – General Contractor Construction Location: Oak Ridge, NJ Salary: $125,000-$150,000 based on experience About Our Client: Our client, a well-established general contracting firm based in Oak Ridge, NJ, is seeking a Sr. Bookkeeper to oversee the company's financial operations. This role is ideal for a highly organized and detail-oriented financial professional with experience in the construction industry. The Sr. Bookkeeper will play a key role in managing financial reporting and budgeting and ensuring compliance with accounting standards. Key Responsibilities: • Oversee all aspects of financial management, including budgeting, forecasting, and financial reporting., • Manage accounts payable, accounts receivable, payroll, and job costing functions., • Ensure compliance with GAAP, tax regulations, and industry-specific accounting standards., • Develop and maintain internal controls to safeguard company assets and ensure accuracy in financial reporting., • Prepare monthly, quarterly, and annual financial statements and reports for senior management., • Collaborate with project managers to track project financials, ensuring cost control and profitability., • Work with external auditors, tax professionals, and banking partners to support financial planning and compliance., • Implement and improve accounting systems and financial processes for efficiency and accuracy., • Monitor cash flow, banking activities, and financial risk management strategies., • Assist in strategic financial planning and long-term business growth initiatives. Qualifications: • Bachelor’s degree in Accounting, Finance, or a related field. CPA or CMA preferred., • 5+ years of accounting/finance experience, preferably in the construction or general contracting industry., • Proficiency in construction accounting software - SAGE 300 is required., • Strong understanding of job cost accounting, WIP reporting, and percentage-of-completion accounting., • Experience managing payroll, subcontractor payments, and lien waivers., • Excellent analytical, problem-solving, and communication skills., • Ability to work independently and collaboratively in a fast-paced environment. Why Join Our Client? • Stable and growing general contracting firm with a strong industry reputation., • Competitive compensation package with benefits., • Opportunity to work closely with executive leadership and influence financial strategy., • Collaborative and team-oriented culture. We encourage you to apply if you are an experienced financial professional looking for a leadership role in the construction industry. To apply, please submit your resume and salary requirements. EQUAL EMPLOYMENT OPPORTUNITIES NorthPoint Staffing, LLC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. CONFIDENTIALITY The content of this message is confidential. If you have received it by mistake, please inform us by email reply and then delete the message. It is forbidden to copy, forward, or in any way reveal the contents of this message to anyone. The integrity and security of this email cannot be guaranteed over the Internet.

Job Description Benefits / Perks • Competitive compensation, • Paid Time Off (PTO), • Opportunities for career growth and professional development Job Summary We are seeking a detail-oriented Bookkeeper with QuickBooks experience to join our team. In this role, you will manage day-to-day financial transactions, maintain accurate records, and ensure the integrity of our books. You will work closely with management and/or the accounting team to keep financial data organized, up to date, and compliant with applicable regulations. The ideal candidate is highly organized, comfortable working independently, and confident using QuickBooks to bring accounts through the trial balance stage. Responsibilities • Record and categorize financial transactions accurately in QuickBooks, • Reconcile bank and credit card accounts, • Verify accuracy and completeness of financial data, • Maintain general ledger and prepare accounts through trial balance, • Manage accounts payable and accounts receivable, • Assist with budgeting and basic financial analysis, • Prepare financial reports as needed, • Support tax preparation by organizing records and completing required forms, • Ensure compliance with accounting best practices and internal controls Qualifications • Associates or Bachelors degree in Accounting, Finance, or a related field (or equivalent experience), • Previous experience as a Bookkeeper or in a similar accounting role, • Strong working knowledge of QuickBooks (Online or Desktop), • Understanding of Generally Accepted Accounting Principles (GAAP), • Proficiency in Microsoft Excel and spreadsheets, • Strong mathematical, analytical, and problem-solving skills, • Excellent attention to detail, time management, and communication skills

Job DescriptionSalary: $21.20 Join CSI Group A Thriving Career Awaits You! About CSI Group CSI Group is a leading financial services firm transforming how Americas middle class experiences financial security. We enrich lives and legacies by providing personalized financial planning, tax, and estate solutions that empower individuals and families to achieve lasting prosperity.Our mission is simple yet powerful: to simplify financial security and remove uncertainty for Americas middle class. Our vision is to become the most trusted financial partner on every main street in America.Through our one-stop approach, we make expert financial guidance accessible and affordable for allbecause everyone deserves confidence in their financial future. At CSI Group, we live by our CAPTAG values:Caring, Accountability, Positive Attitude, Team Player, Adaptability, and Growth Mindset. These values arent just words, they shape how we work, how we serve, and how we grow together. Join CSI Group and become part of a culture where your impact matters, your growth is supported, and your purpose is shared. Position Summary The Business Services Representative oversees the companys financial data and compliance by maintaining accurate books on accounts payable and receivable, payroll, and daily financial entries and reconciliations. The Business Services Representative performs daily accounting tasks such as monthly financial reporting, general ledger entries, and record payments and adjustments. Essential Duties and Responsibilities: • Maintain records of financial transactions by establishing accounts; posting transactions; ensure legal requirements compliance., • Develop system to account for financial transactions by establishing a chart of accounts; defining bookkeeping policies and procedures., • Maintain subsidiary accounts by verifying, allocating, and posting transactions., • Balance subsidiary accounts by reconciling entries., • Maintain general ledger by transferring subsidiary account summaries., • Balance general ledger by preparing a trial balance; reconciling entries., • Maintain historical records by filing documents., • Prepare financial reports by collecting, analyzing, and summarizing account information and trends., • Comply with federal, state, and local legal requirements by studying requirements; enforcing adherence to requirements; filing reports; advising management on needed actions., • Contribute to team effort by accomplishing related results as needed. Requirements: • Bachelors degree in accounting, finance, or related field, • CPA is a plus, • Previous bookkeeping experience preferred, • Experience in working with multiple legal entities under different legal umbrellas, • Excellent knowledge of MS Office Word and Excel., • Strong interpersonal and communication skills., • Ability to concentrate for lengthy periods and perform accurately with adequate speed. The above job description is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow any other instructions, and perform any other related duties, as assigned by their manager.

Job Description Sr Bookkeeper – General Contractor Construction Location: Oak Ridge, NJ Salary: $125,000-$150,000 based on experience About Our Client: Our client, a well-established general contracting firm based in Oak Ridge, NJ, is seeking a Sr. Bookkeeper to oversee the company's financial operations. This role is ideal for a highly organized and detail-oriented financial professional with experience in the construction industry. The Sr. Bookkeeper will play a key role in managing financial reporting and budgeting and ensuring compliance with accounting standards. Key Responsibilities: • Oversee all aspects of financial management, including budgeting, forecasting, and financial reporting., • Manage accounts payable, accounts receivable, payroll, and job costing functions., • Ensure compliance with GAAP, tax regulations, and industry-specific accounting standards., • Develop and maintain internal controls to safeguard company assets and ensure accuracy in financial reporting., • Prepare monthly, quarterly, and annual financial statements and reports for senior management., • Collaborate with project managers to track project financials, ensuring cost control and profitability., • Work with external auditors, tax professionals, and banking partners to support financial planning and compliance., • Implement and improve accounting systems and financial processes for efficiency and accuracy., • Monitor cash flow, banking activities, and financial risk management strategies., • Assist in strategic financial planning and long-term business growth initiatives. Qualifications: • Bachelor’s degree in Accounting, Finance, or a related field. CPA or CMA preferred., • 5+ years of accounting/finance experience, preferably in the construction or general contracting industry., • Proficiency in construction accounting software - SAGE 300 is required., • Strong understanding of job cost accounting, WIP reporting, and percentage-of-completion accounting., • Experience managing payroll, subcontractor payments, and lien waivers., • Excellent analytical, problem-solving, and communication skills., • Ability to work independently and collaboratively in a fast-paced environment. Why Join Our Client? • Stable and growing general contracting firm with a strong industry reputation., • Competitive compensation package with benefits., • Opportunity to work closely with executive leadership and influence financial strategy., • Collaborative and team-oriented culture. We encourage you to apply if you are an experienced financial professional looking for a leadership role in the construction industry. To apply, please submit your resume and salary requirements. EQUAL EMPLOYMENT OPPORTUNITIES NorthPoint Staffing, LLC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. CONFIDENTIALITY The content of this message is confidential. If you have received it by mistake, please inform us by email reply and then delete the message. It is forbidden to copy, forward, or in any way reveal the contents of this message to anyone. The integrity and security of this email cannot be guaranteed over the Internet.

Job DescriptionDescription: Holman Frenia Allison, PC, Certified Public Accountants and Consultants (HFA) is headquartered in Central New Jersey. The firm services a diverse client base within the tri-state area providing highly personalized and comprehensive accounting, audit, tax, and business consulting services. We are looking for an Audit Manager to work in our Lakewood, NJ office. Job Summary: As an Audit Manager at HFA, you will be responsible for leading and managing audit engagements for our diverse client base. You will oversee a team of audit professionals, ensuring the delivery of accurate, timely, and high-quality audit services. The Audit Manager will play a pivotal role in building and maintaining client relationships, ensuring compliance with regulatory requirements, and fostering a collaborative and productive work environment within the audit team. In this role you will: • Collaborate to define audit strategy and objectives in consultation with senior manager/partner., • Manage multiple audit engagements and competing priorities., • Monitor team’s process against plan and alter when necessary., • Maintain active communication with clients to manage expectations, ensure satisfaction, and lead change efforts effectively., • Understand and manage firm risk on audits and proposals., • Develop high-performing people and teams., • Conduct timely performance reviews and provide performance feedback or onsite training., • Stay updated on industry trends, regulations, and best practices, and apply this knowledge to client engagements., • Cultivate and manage business development opportunities., • Monitor engagement budgets, timelines, and resources, ensuring efficient utilization and profitability for the firm., • Uphold the firm's ethical standards, ensuring integrity, objectivity, and independence in all audit activities. We offer an excellent benefits package, including... • Medical, Dental and Vision Plans, • Health Savings Account with Employer Contribution, • Safe Harbor 401(k) Plan, • Commission Policy, • Firm Provided Life Insurance, • Continuing Professional Education, • Tuition Reimbursement, • Professional Dues Reimbursement, • Mentoring Program, • Vacation Time, • Paid Holidays, • Bachelor’s degree in Accounting, Finance, Business or related field., • CPA certification required., • 5-8 years of progressive public accounting audit and/or assurance experience., • Experience with not-for-profit clients and/or employee benefit plans., • Advanced knowledge of CCH ProSystem Engagement., • Reliable transportation to and from client locations., • Strong analytical and reasoning abilities, excellent communication skills., • Ability to build relationships while asking tough questions., • Excellent written and oral skills., • Strong time management and organizational skills.

Job Description Audit Manager As an Audit Manager, you will be responsible for leading and managing audit engagements for our diverse client base. You will oversee a team of audit professionals, ensuring the delivery of accurate, timely, and high-quality audit services. The Audit Manager will play a pivotal role in building and maintaining client relationships, ensuring compliance with regulatory requirements, and fostering a collaborative and productive work environment within the audit team. In this role you will: • Collaborate to define audit strategy and objectives in consultation with senior manager/partner., • Manage multiple audit engagements and competing priorities., • Monitor team’s process against plan and alter when necessary., • Maintain active communication with clients to manage expectations, ensure satisfaction, and lead change efforts effectively., • Understand and manage firm risk on audits and proposals., • Develop high-performing people and teams., • Conduct timely performance reviews and provide performance feedback or onsite training., • Stay updated on industry trends, regulations, and best practices, and apply this knowledge to client engagements., • Cultivate and manage business development opportunities., • Monitor engagement budgets, timelines, and resources, ensuring efficient utilization and profitability for the firm., • Uphold the firm's ethical standards, ensuring integrity, objectivity, and independence in all audit activities. We offer an excellent benefits package, including... • Medical, Dental and Vision Plans, • Health Savings Account with Employer Contribution, • Safe Harbor 401(k) Plan, • Commission Policy, • Firm Provided Life Insurance, • Continuing Professional Education, • Tuition Reimbursement, • Professional Dues Reimbursement, • Mentoring Program, • Vacation Time, • Paid Holidays, • Summer Fridays Requirements • Bachelor’s degree in Accounting, Finance, Business or related field., • CPA certification required., • 5-8 years of progressive public accounting audit and/or assurance experience., • Experience with not-for-profit clients and/or employee benefit plans., • Advanced knowledge of CCH ProSystem Engagement., • Reliable transportation to and from client locations., • Strong analytical and reasoning abilities, excellent communication skills., • Ability to build relationships while asking tough questions., • Excellent written and oral skills., • Strong time management and organizational skills.

Partner with internal teams across Finance, Accounting, and IT to support tax-related system updates. Bachelor's degree in Accounting, Finance, or related field required.

Job DescriptionSalary: Annual Salary: $195,000 + JoinCSIGroupAThrivingCareerAwaitsYou! About CSI Group CSI Group is a leading financial services firm transforming how America's middle class experiences financial security. We enrich lives and legacies by providing personalized financial planning, tax, and estate solutions that empower individuals and families to achieve lasting prosperity. Our mission is simple yet powerful: to simplify financial security and remove uncertainty for America's middle class. Our vision is to become the most trusted financial partner on every main street in America. Through our one-stop approach, we make expert financial guidanceaccessible and affordable for all, because everyone deserves confidence in their financial future. We believe that innovation and technology are force multipliers for that mission. By embracing artificial intelligence and modern tools, we continuously improve how we serve our members, streamline the experiences our teams deliver, and scale our impact without sacrificing the personal connection that sets us apart. Technology does not replace our human touch, it sharpens it. At CSI Group, we live by our CAPTAG values: Caring, Accountability, Positive Attitude, Team Player, Adaptability, and Growth Mindset. These values are not just words, they shape how we work, how we serve, and how we grow together. A Growth Mindset and Adaptability mean we lean into change, including the opportunities that emerging technology creates for our members and our people. Join CSI Group and become part of a culture where your impact matters, your growth is supported, and your purpose is shared. Reports To: Co-Chief Executive Officers (Co-CEOs) Direct Reports: Corporate Controller, Accounting and Corporate Finance Staff Mission and Enterprise Alignment Mission: To simplify financial security and remove uncertainty for Americas middle class. Vision: To be the most trusted financial partner on every Main Street in America. CAPTAG Values in Action. Caring: Steward company resources responsibly with awareness of enterprise-wide impact Accountability: Own financial accuracy, controls, and outcomes without exception Positive Attitude: Lead constructively through change, pressure, and complexity Team Player: Partner across the executive team and enterprise functions Adaptability: Build systems and processes that evolve with growth Growth Mindset: Continuously improve financial capabilities, tools, and talent The Head of Corporate Finance plays a critical leadership role in ensuring CSI Groups financial foundation is strong, disciplined, and scalable. This role exists to provide operational reliability, financial clarity, and forward-looking insight that enables rapid growth while maintaining control, trust, and accountability across the enterprise. Position Summary The Head of Corporate Finance is a senior executive leadership role responsible for rebuilding, modernizing, and scaling CSI Groups corporate finance function to support rapid growth, multi-entity complexity, and long-term enterprise stability. Reporting directly to the Co-CEOs, this role owns financial integrity, operational reliability, and executive-level financial insight across the organization. This is a transformation and execution role, not a maintenance position. The Head of Corporate Finance is accountable for stabilizing current operations, redesigning finance systems and processes, and building a high-performing finance organization capable of supporting aggressive growth, acquisitions, and increased regulatory and operational complexity. Core Responsibilities Corporate Finance Leadership Serve as the senior executive responsible for corporate finance, accounting, and financial operations Act as a trusted financial partner to the Co-CEOs and Executive Leadership Team Translate growth strategy into disciplined financial planning, forecasting, and execution Establish a culture of accuracy, accountability, and operational reliability across the finance function. Financial Reporting and Controls Own the accuracy, completeness, and timeliness of all financial statements and management reporting Ensure strong internal controls, segregation of duties, and compliance across all entities Oversee monthly, quarterly, and annual close processes to ensure predictable and on-time delivery Maintain compliance with GAAP and applicable regulatory requirements Partner with external auditors, tax advisors, and regulatory bodies as needed. Planning, Forecasting, and Performance Management Lead annual budgeting, rolling forecasts, and long-range financial planning Develop financial models to support growth initiatives, new services, pricing decisions, and acquisitions Establish clear financial KPIs and dashboards for executive visibility Monitor performance against plan and proactively surface risks and opportunities Support data-driven decision-making across departments. Cash Flow, Liquidity, and Risk Management Own cash flow forecasting, liquidity management, and working capital optimization Ensure the organization maintains adequate financial flexibility to support growth Oversee banking relationships, credit facilities, and treasury activities Identify and mitigate financial and operational risks Ensure disciplined expense management without constraining growth. Team Leadership and Development Lead, develop, and scale a high-performing corporate finance and accounting team Directly manage the Corporate Controller and provide clear expectations and accountability Establish clear roles, responsibilities, and career paths within the finance function Build repeatable processes that reduce key-person risk and enable sustainable scale Foster strong cross-functional partnerships with People, Technology, Operations, and Business Leaders. M&A and Growth Enablement Support financial due diligence, integration planning, and post-acquisition execution Ensure newly acquired entities are integrated into CSI Groups financial systems and controls Standardize financial processes and reporting across the enterprise Enable rapid but controlled expansion into new markets, services, and locations. Operational Reliability Fundamentals The Head of Corporate Finance is accountable for establishing and maintaining the core financial fundamentals required to support rapid growth:Predictable and timely monthly close with minimal variance or rework Accurate, auditable financial reporting across all entities Strong internal controls and documented financial processes Clear ownership and accountability across finance workflows Reliable cash flow forecasting and liquidity management Scalable systems and tools that support growth without sacrificing accuracy Consistent financial visibility for executive leadership Proactive risk identification and mitigation. These fundamentals ensure CSI Group can grow with confidence, clarity, and control. Qualifications and Experience • Bachelors degree in finance, Accounting, or a related field required, • CPA, CFA, or MBA strongly preferred, • 12+ years of progressive finance and accounting leadership experience, • Experience leading corporate finance in a multi-entity, high-growth environment, • Strong understanding of GAAP, internal controls, and financial governance, • Proven ability to build and scale finance teams and processes, • Experience supporting M&A, integrations, or complex organizational structures preferred

Applicants must possess the following: Bachelor’s Degree in Accounting, Finance, Business or related field.

Variance Analysis: Investigate and explain budget-to-actual variances and monthly/quarterly fluctuations, providing actionable insights to the finance team. Education: Bachelor's degree in Accounting, Finance, or a related field. Experience with QuickBooks Online (QBO) and finance automation platfor

Job Description Audit Senior - Government • We are a growing public accounting firm seeking an experienced Audit Senior to join our team. This role involves leading audit engagements, supervising staff, and building strong client relationships., • Perform other accounting, auditing, tax, and consulting duties as needed in engagements. Details: • Bachelor’s Degree in Accounting, Finance, Business or related field., • CPA eligible required. CPA preferred., • 2+ years experience of running audit engagements. Not-for-Profit and Governmental entities preferred., • Knowledge of general accounting principles, • Experience with Prosystem fx Engagement preferred., • Audit experience in industries including government, non-profit, construction, and/or benefit plans is preferred., • Reliable transportation to and from client location is required. We are an equal opportunity employer. All terms and conditions of employment, including, but not limited to, recruitment, placement, title, promotion, compensation, benefits, transfers, training, education, research, administration and programming, will be administered without regard to race, color, religion, sex, age, sexual orientation, national origin or ancestry, handicap, or status as a disabled veteran.

Applicants must possess the following: Bachelor's Degree in Accounting, Finance, Business or related field. The firm services a diverse client base within the tri-state area providing highly personalized and comprehensive accounting, audit, tax and business consulting services. We are a mid-sized pu

Job DescriptionSalary: $75,000+ Join CSI Group A Thriving Career Awaits You! CSI Group Where Our People, Our Purpose, and Our Future Meet About CSI Group CSI Group is a leading financial services firm transforming how Americas middle class experiences financial security. We enrich lives and legacies by providing personalized financial planning, tax, and estate solutions that empower individuals and families to achieve lasting prosperity.Our mission is simple yet powerful: to simplify financial security and remove uncertainty for Americas middle class. Our vision is to become the most trusted financial partner on every main street in America.Through our one-stop approach, we make expert financial guidance accessible and affordable for allbecause everyone deserves confidence in their financial future. At CSI Group, we live by our CAPTAG values:Caring, Accountability, Positive Attitude, Team Player, Adaptability, and Growth Mindset. These values arent just words, they shape how we work, how we serve, and how we grow together. Join CSI Group and become part of a culture where your impact matters, your growth is supported, and your purpose is shared. The Senior Accountant, corporate, is responsible for managing key aspects of CSI Groups financial reporting, analysis, and accounting operations. This position ensures accurate financial data, supports monthly and year-end closings, and contributes to building efficient workflows as the company continues its growth and modernizationincluding the transition from QuickBooks Desktop to QuickBooks Online. The Senior Accountant serves as a resource and mentor within the Finance team, maintaining strong cross-department collaboration and upholding CSIs CAPTAG values: Caring, Accountability, Positive Attitude, Team Player, Adaptability, and Growth Mindset. Key Responsibilities • Prepare, review, and post journal entries, • Maintain and reconcile general ledger accounts and supporting schedules, • Assist with month-end and year-end close processes to ensure timely, accurate financial statements, • Manage fixed assets, depreciation schedules, prepaid expenses and monthly accruals, • Analyze financial statements and variances, preparing reports for review, • Assist with annual budget and forecasting, • Assist in developing and documenting accounting policies and procedures for consistency and compliance, • Partner with internal teams to resolve discrepancies and improve data accuracy, • Coordinate with external auditors and tax preparers as needed, • Provide mentorship and support to junior accounting staff, • Communicate effectively with internal and external parties Qualifications • Bachelors degree in Accounting, • Minimum of 3 years of progressive corporate accounting experience, preferably in a multi-entity or service-based environment, • Strong knowledge of GAAP and financial reporting standards, • Proficiency in QuickBooks (Desktop and Online) and Microsoft Excel, • Experience with workflow streamlining and process improvement initiatives, • Detail-oriented with excellent analytical and problem-solving skills, • Demonstrated ability to work both independently and collaboratively in a fast-paced environment, • Adaptable as the company continues converting from Desktop to Online and builds workflows for streamlining process and procedures

Job DescriptionSalary: $23.50 Hourly About CSI Group CSI Group is a leading financial services firm transforming how Americas middle class experiences financial security. We enrich lives and legacies by providing personalized financial planning, tax, and estate solutions that empower individuals and families to achieve lasting prosperity.Our mission is simple yet powerful: to simplify financial security and remove uncertainty for Americas middle class. Our vision is to become the most trusted financial partner on every main street in America.Through our one-stop approach, we make expert financial guidance accessible and affordable for allbecause everyone deserves confidence in their financial future. At CSI Group, we live by our CAPTAG values:Caring, Accountability, Positive Attitude, Team Player, Adaptability, and Growth Mindset. These values arent just words, they shape how we work, how we serve, and how we grow together. Join CSI Group and become part of a culture where your impact matters, your growth is supported, and your purpose is shared. Position Overview: TheAccountant - Business Services Specialist will play a critical role in managing and coordinating tax-related activities for our business clients. This position involves overseeing the preparation, processing, and filing of business taxes, ensuring compliance with all regulatory requirements, and serving as a trusted advisor to clients on tax matters. This includes accounting/bookkeeping work for our business clients. Key Responsibilities: • Lead the tax processing function for business clients, ensuring accurate and timely preparation and filing of federal, state, and local taxes., • Collaborate with clients to gather necessary tax information, including financial records, deductions, credits, and other relevant documents., • Review and analyze financial statements to determine tax liabilities and opportunities for tax savings., • Complete accounting/bookkeeping work in order to meet all deadlines and complete the business tax return., • Ensure compliance with all tax regulations and deadlines, proactively managing the entire tax process from start to finish., • Work closely with the accounting and finance teams to address any tax-related issues or discrepancies., • Stay current on changes in tax laws, regulations, and best practices to provide clients with up-to-date and accurate advice., • Provide clients with strategic guidance on tax planning and optimization to minimize liabilities and maximize benefits., • Assist in the resolution of tax disputes or audits, liaising with tax authorities on behalf of clients when necessary., • Continuously improve processes to enhance the efficiency of tax processing and client service. Qualifications: • Bachelors degree in Accounting, Finance, Business, or a related field., • CPA or Enrolled Agent certification preferred but not required., • Proven experience in tax preparation and processing for businesses., • Strong knowledge of federal, state, and local tax regulations., • Excellent analytical skills and attention to detail., • Ability to manage multiple clients and deadlines in a fast-paced environment., • Strong communication skills and ability to explain complex tax concepts to clients clearly and concisely., • Proficiency in tax software, QuickBooks and Microsoft Office (Excel, Word, etc.).

Job DescriptionDescription: Holman Frenia Allison, PC, Certified Public Accountants and Consultants (HFA), is headquartered in Central New Jersey. The firm services a diverse client base within the tri-state area providing highly personalized and comprehensive accounting, audit, tax and business consulting services. We are looking for a Audit Staff Accountant to work in our Lakewood, NJ office. This position will work for our Audit department. In this role you will: • Reconcile client records to trial balance, which may include analytical procedures, and performs schedule, • computations of prepaid, accruals, property, equipment, and calculates depreciation expense., • Complete testing on Internal Controls, Single Audit and other various funds., • Confirm cash, legal, insurance, revenue, etc. accounts., • Use the firm’s software programs to automate the process from trial balance and financial statements., • Bachelor’s Degree in Accounting, Finance, Business or related field., • CPA within 3 years of date of hire., • Prior internship with Public Accounting Firm preferred, • Knowledge of general accounting principles., • Proficient in use of computers., • Proficient in Microsoft Excel and Word., • Ability to communicate clearly and concisely. • Medical, Dental and Vision Plans, • Health Savings Account with Employer Contribution, • Safe Harbor 401(k) Plan, • Commission Policy, • Firm Provided Life Insurance, • Continuing Professional Education, • Tuition Reimbursement, • Professional Dues Reimbursement, • Mentoring Program, • Vacation Time, • Paid Holidays, • Summer Fridays HFA provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.

Job DescriptionDescription: Holman Frenia Allison, PC, Certified Public Accountants and Consultants (HFA), is headquartered in Central New Jersey. The firm services a diverse client base within the tri-state area providing highly personalized and comprehensive accounting, audit, tax and business consulting services. We are a mid-sized public accounting firm (70+ employees) seeking a Senior Audit Accountant who wants the opportunity to expand skills, assume direct responsibility for client matters and be an integral team member at our growing CPA firm. In this position, you will take a lead role on all aspects of audit engagements, from planning to completion, to include supervision/mentoring of staff and building/maintaining relationships with clients. Candidates will have the opportunity for long-term growth and bonus compensation based on their contributions and combination of individual & team efforts. In this role you will: • Contribute to the client service team by producing quality work, quick turnaround, and attentive service. • Perform services within budgeted time by utilizing technical, time management, and organizational skills., • Draft various schedules, notes, opinions and comments for the audit report., • Monitor staff performance on jobs., • Perform/Oversee the reconciliation of client records to trial balance, which may include analytical procedures, and performs schedule computations of prepaid, accruals, property, equipment, and calculates depreciation expense., • Make scheduling adjustments as needed., • Use the firm’s software programs to automate the process from trial balance and financial statements., • Bachelor’s Degree in Accounting, Finance, Business or related field., • CPA eligible required. CPA preferred., • Minimum two (2) years’ experience of running audit engagements., • Knowledge of general accounting principles, • Proficient in Microsoft Excel and Word, • Ability to communicate clearly and concisely., • Experience with Prosystem fx Engagement preferred., • Audit experience in industries including government, non-profit, construction, and/or benefit plans is preferred., • Reliable transportation to and from client location is required.

Job DescriptionSenior Accountant Location: Brooklyn, NY or Lakewood, NJ Schedule: Full -Time Salary: $85,000 - $100,000 About MedElite Since 2011, MedElite has been dedicated to improving the standard of care in skilled nursing and long-term care facilities nationwide. We implement a data-driven, "treat in place" model that enhances resident health outcomes while saving valuable time and resources for our partner organizations. By managing a network of advanced practice providers and specialty clinicians, we deliver high-quality, proactive care directly to the bedside. Our passion for positively impacting the lives of residents, administrators, and healthcare professionals drives our commitment to continuously innovate and redefine senior care across the country. Job Summary As a Senior Accountant, you will be responsible for maintaining the integrity of our financial records and supporting the month-end, quarter-end, and year-end close processes. Reporting to the Controller, you'll bridge the gap between basic bookkeeping and strategic financial analysis, acting as a reliable partner to the accounting, payroll, and FP&A teams. Key Responsibilities • The Monthly Close: Execute the month-end closing process, including the preparation of journal entries, accruals, and account reconciliations (ex: prepaids, fixed assets, and payroll) to ensure accurate financial reporting., • Accounts Receivable: Invoice customers in a timely manner, reconcile billings to contracts, and follow up with customers to collect payment of overdue invoices., • Accounts Payable and Credit Card Expenses: Oversee invoice entry and coding and review credit card expenses for policy compliance., • Financial analysis: identify and scrutinize expenses for potential cost savings, research solutions, and present findings to the Controller and CFO., • Variance Analysis: Investigate and explain budget-to-actual variances and monthly/quarterly fluctuations, providing actionable insights to the finance team., • Process Improvement: Identify inefficiencies in the accounting cycle and implement automated solutions and/or tighter internal controls with team members across the company., • Ad hoc requests: assist the Controller, CFO, and other departments with additional reporting and requests as neededRequirements, • Education: Bachelor's degree in Accounting, Finance, or a related field., • Certification: active CPA or working toward CPA license is preferred., • Tech Stack: Advanced Excel skills (VLOOKUPs, Pivot Tables). Experience with QuickBooks Online (QBO) and finance automation platforms (ex: Ramp) a plus. Benefits Health Dental Vision Company-Sponsored Life Insurance 401K Paid Time Off Commuter Benefits Complimentary Travel Expenses Equal Opportunity Employer MedElite is an equal-opportunity employer. We acknowledge and honor the fundamental value and dignity of all individuals. We pledge ourselves to crafting and maintaining an environment that respects diverse traditions, heritages, and experiences. MedElite is an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based on race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. The above-noted job description is not intended to describe, in detail, the multitude of tasks that may be assigned but rather to give the applicant a general sense of the responsibilities and expectations of this position. As the nature of business demands change so, too, may the essential functions of the position. Ready to Make a Difference? Apply today and help us deliver compassionate, personalized care where it matters most.

Job DescriptionTax Supervisor/ Manager - Top 50 Firm Tax Supervisor/Manager - Top 50 Firm Position Overview We are seeking a skilled Tax Supervisor/Manager to join our Top 50 Firm. The ideal candidate will play a pivotal role in managing tax compliance, planning, and advisory services for a diverse client base, including family offices, government entities, non-profits, and construction companies. This position offers the opportunity to leverage your expertise in tax management while mentoring junior staff and contributing to the growth of our practice. Key Responsibilities • Oversee and manage the tax compliance process for a diverse portfolio of clients including family offices, government entities, non-profits, and construction companies., • Develop and implement tax strategies to optimize clients' tax positions., • Review and prepare tax returns for individuals and businesses, ensuring accuracy and compliance with current tax laws., • Provide advisory services and guidance on tax-related issues and strategies to clients., • Mentor and supervise junior tax staff, providing training and performance evaluations., • Stay updated on changes in tax laws and regulations to ensure compliance and to provide informed advice to clients., • Collaborate with other departments and staff to enhance service delivery and client satisfaction.Qualifications, • Bachelor's degree in Accounting, Finance, or a related field; CPA certification preferred., • 5+ years of experience in tax compliance and planning, with a focus on family offices, government, non-profit, and construction sectors., • Strong knowledge of federal, state, and local tax laws and regulations., • Proven ability to manage multiple client engagements and meet deadlines., • Excellent analytical, organizational, and communication skills. " Medical, Dental and Vision Plans " Health Savings Account with Employer Contribution " Safe Harbor 401(k) Plan " Commission Policy " Firm Provided Life Insurance " Continuing Professional Education " Tuition Reimbursement " Professional Dues Reimbursement " Mentoring Program " Vacation Time " Paid Holidays " Summer Fridays 401k Bonus Relocation Telecommute • For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This job was first posted by CyberCoders on 02/02/2026 and applications will be accepted on an ongoing basis until the position is filled or closed.CyberCoders is proud to be an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications. Recruiters review all results. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at to make arrangements.

Job DescriptionSalary: $75,000 - $200,000+ JoinCSIGroupAThrivingCareerAwaitsYou! About CSI Group CSI Group is a leading financial services firm transforming how America's middle class experiences financial security. We enrich lives and legacies by providing personalized financial planning, tax, and estate solutions that empower individuals and families to achieve lasting prosperity. Our mission is simple yet powerful: to simplify financial security and remove uncertainty for America's middle class. Our vision is to become the most trusted financial partner on every main street in America. Through our one-stop approach, we make expert financial guidanceaccessible and affordable for all, because everyone deserves confidence in their financial future. We believe that innovation and technology are force multipliers for that mission. By embracing artificial intelligence and modern tools, we continuously improve how we serve our members, streamline the experiences our teams deliver, and scale our impact without sacrificing the personal connection that sets us apart. Technology does not replace our human touch, it sharpens it. At CSI Group, we live by our CAPTAG values: Caring, Accountability, Positive Attitude, Team Player, Adaptability, and Growth Mindset. These values are not just words, they shape how we work, how we serve, and how we grow together. A Growth Mindset and Adaptability mean we lean into change, including the opportunities that emerging technology creates for our members and our people. Join CSI Group and become part of a culture where your impact matters, your growth is supported, and your purpose is shared. Role Overview The Servicing Financial Advisor plays a critical role in helping members achieve financial confidence and long-term security.In this role, you will work both independently and alongside Lead Advisors to provide personalized financial guidance to CSI Groups diverse and growing member base. CSI provides all client relationshipsthere is no obligation to prospect or bring on new clients. You will focus on delivering exceptional service, building lasting relationships, and providing tailored financial advice that aligns with CSIs mission and CAPTAG values. Key Responsibilities Financial Planning & Advisory • Work independently and collaboratively with Lead Advisors to create and implement personalized financial plans., • Evaluate members goals, risk tolerance, and financial situations to design actionable investment and planning strategies., • Provide comprehensive guidance across investments, insurance, retirement, and estate planning., • Build and manage customized portfolios tailored to each clients financial objectives., • Continuously monitor member plans, providing proactive adjustments based on life changes and market conditions., • Build and maintain long-term, trust-based relationships with CSI members provided through the firm., • Conduct regular meetingsindependently or jointly with Lead Advisorsto review financial plans and portfolio performance., • Communicate financial concepts and recommendations clearly and confidently., • Partner with Lead Advisors and CSI leadership to deliver an exceptional member experience., • Participate in educational events, workshops, and community outreach to strengthen member engagement., • Maintain accurate records and ensure compliance with firm and regulatory standards., • Conduct ongoing research to stay current on market trends and member solutions., • Demonstrate accountability, attention to detail, and professionalism in every interaction. Qualifications • Bachelors degree in Finance, Business, Economics, or a related field., • Five or more years in the financial services industry working directly with clients., • Three or more years of advisory experience, including creating and customizing financial plans and portfolios., • Series 65 license required., • Life Insurance license required., • Strong understanding of investment products, risk management, and retirement strategies., • Excellent interpersonal, communication, and presentation skills., • Proven ability to work both independently and collaboratively as part of a team., • Passion for helping families achieve financial confidence and peace of mind., • Entrepreneurial mindset with strong self-motivation and follow-through., • Team-oriented and collaborative, aligned with CSIs CAPTAG culture., • Adaptable, detail-oriented, and driven by continuous learning and growth. Why Join CSI Group Advisors • No prospecting or client acquisition required CSI provides all clients., • Opportunity to work both independently and alongside experienced Lead Advisors., • Exposure to a large and expanding member base with diverse financial needs., • Purpose-driven organization focused on empowering Americas middle class., • Competitive compensation structure, professional growth, and advancement opportunities.

Job DescriptionSalary: $75,000 + Sales Incentive Compensation JoinCSIGroupAThrivingCareerAwaitsYou! About CSI Group CSI Group is a leading financial services firm transforming how America's middle class experiences financial security. We enrich lives and legacies by providing personalized financial planning, tax, and estate solutions that empower individuals and families to achieve lasting prosperity. Our mission is simple yet powerful: to simplify financial security and remove uncertainty for America's middle class. Our vision is to become the most trusted financial partner on every main street in America. Through our one-stop approach, we make expert financial guidanceaccessible and affordable for all, because everyone deserves confidence in their financial future. We believe that innovation and technology are force multipliers for that mission. By embracing artificial intelligence and modern tools, we continuously improve how we serve our members, streamline the experiences our teams deliver, and scale our impact without sacrificing the personal connection that sets us apart. Technology does not replace our human touch, it sharpens it. At CSI Group, we live by our CAPTAG values: Caring, Accountability, Positive Attitude, Team Player, Adaptability, and Growth Mindset. These values are not just words, they shape how we work, how we serve, and how we grow together. A Growth Mindset and Adaptability mean we lean into change, including the opportunities that emerging technology creates for our members and our people. Join CSI Group and become part of a culture where your impact matters, your growth is supported, and your purpose is shared. Key Responsibilities Branch Leadership & People Development • Provide day-to-day leadership and operational oversight of designated branch locations., • Supervise, coach, and mentor Member Services Representatives (MSRs) and branch support staff to achieve individual and team goals., • Conduct regular one-on-one check-ins, branch meetings, and performance reviews to drive accountability and growth., • Foster a high-performance, collaborative, and member-focused culture that reflects CSIs values., • Deliver holistic financial advice tailored to members needs, including retirement planning, investment management, and estate planning., • Lead branch-level tax preparation and planning services, ensuring accuracy, compliance, and proactive strategies., • Provide supporting solutions that align with members goals, including introductions to CSI Law for legal planning needs and Restore offerings for financial well-being., • Maintain strong technical expertise in financial products, tax law, and compliance requirements, serving as a subject matter expert for both members and staff., • Build and sustain long-term relationships with members, acting as a trusted advisor who understands their evolving financial goals., • Ensure all member interactions are consistent, personalized, and aligned with CSIs promise of confidence, service, and integrity., • Partner closely with Member Advisory Operations, Financial Operations, and corporate teams to align branch initiatives with companywide strategy., • Contribute to the design and implementation of Standard Operating Procedures (SOPs) that enhance efficiency and service quality., • Actively participate in firmwide programs, campaigns, and events that support member growth and engagement., • Drive branch performance by meeting or exceeding advisory, tax, and member service KPIs., • Support new member acquisition through referrals, networking, and participation in community events., • Identify and act on opportunities to connect members with CSIs full suite of servicesincluding CSI Law, Restore, and other solutions that deliver long-term value., • Contribute to local brand awareness by representing CSI Group in community partnerships and professional organizations. Qualifications & Skills • Bachelors degree in Finance, Accounting, Business, or related field (preferred), Enrolled Agent (EA) License.., • 3+ years of financial services experience, with a focus on advisory and/or tax preparation., • Demonstrated leadership experience managing one or more branch offices, advisory teams, or comparable operations., • Strong knowledge of financial products, tax regulations, compliance standards, and industry best practices., • Proven track record of delivering exceptional member service, with the ability to build trust and exceed expectations., • Excellent communication, relationship-building, and coaching skills with the ability to inspire and lead teams., • Results-oriented mindset with the ability to balance strategic leadership and hands-on client service delivery., • Commitment to continuous learning, professional development, and industry certifications.

Job DescriptionSalary: $21.20 CSI Group Where Our People, Our Purpose, and Our Future Meet About CSI Group CSI Group is a leading financial services firm transforming how Americas middle class experiences financial security. We enrich lives and legacies by providing personalized financial planning, tax, and estate solutions that empower individuals and families to achieve lasting prosperity.Our mission is simple yet powerful: to simplify financial security and remove uncertainty for Americas middle class. Our vision is to become the most trusted financial partner on every main street in America.Through our one-stop approach, we make expert financial guidance accessible and affordable for allbecause everyone deserves confidence in their financial future. At CSI Group, we live by our CAPTAG values:Caring, Accountability, Positive Attitude, Team Player, Adaptability, and Growth Mindset. These values arent just words, they shape how we work, how we serve, and how we grow together. Join CSI Group and become part of a culture where your impact matters, your growth is supported, and your purpose is shared. Job Overview: TheMember Services Representativewill be responsible for providing exceptional customer service to members by answering inquiries, resolving issues, and offering assistance related to tax and financial services. You will play a key role in maintaining member satisfaction and ensuring a smooth experience with our services. Key Responsibilities: • Respond promptly to member inquiries via phone, email, and online chat., • Assist members with tax-related questions, including general tax filing, refunds, and deductions., • Provide support for financial services inquiries, such as account management, payments, and financial planning., • Resolve member concerns efficiently, offering accurate information and appropriate solutions., • Educate members on the companys tax and financial products, services, and resources., • Assist with the setup, updating, and troubleshooting of member accounts., • Track and follow up on member issues to ensure timely resolution., • Collaborate with internal teams, such as tax professionals and financial advisors, to provide accurate and detailed support., • Maintain up-to-date knowledge of tax laws, financial services, and company policies to effectively assist members., • Document member interactions and maintain detailed records in the CRM system., • Participate in ongoing training to improve service delivery and product knowledge., • Travel and overtime availability is required Qualifications: • High school diploma or equivalent; an Associate or Bachelor's degree in finance, accounting, or a related field is a plus., • 1+ years of experience in customer service, preferably in the tax or financial services industry., • Familiarity with tax filing processes, financial accounts, and investment services is preferred., • Strong communication skills, both written and verbal., • Proficiency in using CRM systems, Microsoft Office, and customer service software., • Ability to handle multiple inquiries and work in a fast-paced environment., • Problem-solving skills with attention to detail and accuracy., • Strong customer service orientation with a focus on resolving issues in a professional and empathetic manner.

Job Description COMPANY OVERVIEW: The Lightstone Group, LLC, or Lightstone, founded by David Lichtenstein, is one of the most diversified privately held real estate companies in the United States. Headquartered in New York City, Lightstone is active in 27 states across the country, developing, managing and investing in all sectors of the real estate market, including residential, hospitality, commercial, and retail. With nearly $12 billion in assets under management, Lightstone’s portfolio currently includes over 15 million square feet of industrial, logistics, life sciences, and commercial properties, over 25,000 residential units, and over 5,100 hotel keys. Position Overview: The Senior Analyst reports into the Vice President, Multifamily Asset Management and assists in all aspects of property-level operating activities and strategies for the Company’s growing residential portfolio of over 23,000 multi-family units across several states including NY, NJ, PA, MI, IL, VA, MD, MA, CA, IN, AL, TX, FL, GA, OH and TN. Responsibilities include financial review and reporting, revenue management, budget preparation, and assisting with oversight of third-party property management firms. The ideal candidate has experience in multifamily asset management, strong analytical skills, ability to decipher financial data to effectively review and evaluate residential investment opportunities. Required to have the ability to assess and help drive the performance of individual residential assets in Lightstone’s portfolio. Must be able to work independently with minimal supervision and thrive in an environment that is highly entrepreneurial, both strategic and creative. Requires rapid learning, multitasking and prioritizing under tight deadlines. Travel is required. Essential Functions: • Review and analyze monthly property financial statements; Conduct various analyses of accounting reporting, real estate taxes, risk management, property information, and utility consumption., • Prepare quarterly investor reports and presentations., • Assist Operations team with ad-hoc financial analyses of the properties in Lightstone’s residential portfolio and incorporate into presentations for executives., • Assist Accounting team with corporate forecasts and annual budgets. Coordinate and manage the annual portfolio budgeting process., • Assist in preparation of annual Asset Management Plan including valuations, sell vs. hold analyses, etc., • Analyze and monitor the financial performance of investments, which entails maintaining financial models, reviewing annual budgets, and raising awareness of performance concerns., • Analyze income statements or prepare other analyses related to maximizing revenues and minimizing expenses that lead to strategies to improve asset performance., • Produce ad-hoc analyses to evaluate the performance of assets. analyze and identify opportunities for value enhancement, improving cash flow within the portfolio including dispositions, refinancing and lease transactions., • Analyze financial models to evaluate investment returns on proposed capital projects and acquisition/developments. Monitor unit renovation programs including renovation costs and premiums achieved and make recommendations on pricing and renovations., • Analyze and evaluate new investment opportunities for Lightstone, • Assist with due diligence on new acquisition, • Synthesize research and findings into concise presentations., • Collect market data, perform rent comp analyses and conduct benchmarking analysis., • Assist with asset management of portfolio including periodic visits to assets and interfacing with third party management companies., • Minimum 3-5 years of relevant experience of multi-family asset management/analyst across a national / multi-state portfolio., • Understanding of multifamily rental properties across different markets, • Solid understanding of multifamily operations for the purposes of effective underwriting and due diligence;, • Able to read, analyze, and interpret complex business documents including financial reports, and contracts., • Strong analytical skills and quantitative skills and highly skilled in financial analysis., • Experience using AI to create efficiencies and automate tasks, • Understanding of accounting procedures and financial reports with ability to analyze variances., • Proficiency with Microsoft Office suite, with proficiency in Excel including complex financial models., • Demonstrated ability to identify errors, problems and opportunities., • Demonstrated problem solving, decision making, and continuous process improvement skills., • Able to work proactively, independently and as a strategic partner in a team environment., • Ability to effectively communicate and work with various departments within the Company., • Effective presentation and communication skills, both verbal and written., • Highly-organized, detail-oriented, motivated, and able to multi-task effectively in a deadline driven environment while maintaining strict attention to detail., • Must be willing to travel. Salary - $125 - $145k, plus bonus, offered salary commensurate with experience Lightstone offers our employees a comprehensive and competitive benefits program inclusive of: – Paid time off for vacation and sick leave – Health, dental, and vision insurance, and wellness programs – 401(k) and Roth retirement plans – Flexible spending accounts (medical & dependent care) – Life and AD&D insurance with options for supplemental employee, spouse, and child – Long-term and short-term disability insurance – Commuter spending accounts (transit and parking) – Tuition assistance and employee assistance program – Corporate discount programs

Job DescriptionSalary: $21.20 About CSI Group CSI Group is a leading financial services firm transforming how Americas middle class experiences financial security. We enrich lives and legacies by providing personalized financial planning, tax, and estate solutions that empower individuals and families to achieve lasting prosperity. Our mission is simple yet powerful: to simplify financial security and remove uncertainty for Americas middle class. OurvisionistobecomethemosttrustedfinancialpartneroneverymainstreetinAmerica.Throughourone-stopapproach,wemakeexpertfinancialguidanceaccessibleandaffordableforallbecauseeveryonedeservesconfidenceintheirfinancialfuture. AtCSIGroup,welivebyourCAPTAGvalues:Caring,Accountability,PositiveAttitude,TeamPlayer,Adaptability,andGrowthMindset. These values arent just words, they shape how we work, how we serve, and how we grow together. Member Services Representative (Seasonal) From Jan 2026 to April 2026 Job Overview The Seasonal Member Services Representative plays a key role in delivering an exceptional experience for the middle-class families we serve during our busiest time of year. In this role, youll support members with tax and financial-service inquiries, resolve issues efficiently, and help ensure a smooth, accurate, and supportive experience throughout the 20252026 tax season. This position requires strong communication, attention to detail, and a service-first mindset, with availability for overtime and occasional travel as needed. Key Responsibilities • Respond promptly to member inquiries via phone, email, and online chat., • Assist members with tax-related questions including general filing inquiries, refunds, deductions, and documentation needs., • Support members with financial-services inquiries such as account management, payments, and financial-planning questions., • Resolve member concerns accurately and efficiently, offering clear information and appropriate solutions., • Educate members on CSI Groups tax and financial products, services, and available resources., • Assist with account setup, updates, access issues, and troubleshooting., • Track, document, and follow up on member issues to ensure timely and complete resolution., • Collaborate with internal teams (Tax Preparers, Lead Advisors, Associate Advisors, Operations, etc.) to provide detailed and accurate support., • Maintain current knowledge of tax laws, financial-service offerings, and company policies., • Document all member interactions and maintain accurate records within the CRM system., • Participate in ongoing training to support knowledge development and service consistency. Qualifications • High school diploma or equivalent required, associate or bachelors degree in accounting, finance, or a related field preferred., • 1+ years of customer service experience, ideally within tax preparation, financial services, or a related environment., • Strong written and verbal communication skills., • Proficiency with CRM systems, Microsoft Office, and customer-service software tools., • Ability to manage multiple inquiries in a fast-paced, high-volume setting., • Strong problem-solving skills, accuracy, and attention to detail., • Demonstrated customer-service orientation with an empathetic, solutions-focused approach.