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Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is nonexempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Be a Proactive Community Ambassador - Embody a “community ambassador” and “business owner” mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Local Service Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230, • Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit, • Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, such as tax season, • Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time, • Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle., • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $27.00 - $41.00 Southern California: $27.00 - $41.00 Colorado: $26.00 - $39.00 Hawaii: $27.00 - $41.00 Illinois: $26.00 - $39.00 Maine: $23.50 - $35.00 Maryland: $26.00 - $39.00 Massachusetts: $29.50 - $34.47 Minnesota: $23.50 - $35.00 New Jersey: $27.00 - $41.00 New York: $27.00 - $41.00 Ohio: $23.50 - $35.00 Vermont: $26.00 - $39.00 Virginia: $26.00 - $39.00 Washington: $27.00 - $41.00 Washington, DC: $26.00 - $39.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is nonexempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Be a Proactive Community Ambassador - Embody a “community ambassador” and “business owner” mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Local Service Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230, • Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit, • Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, such as tax season, • Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time, • Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle., • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $27.00 - $41.00 Southern California: $27.00 - $41.00 Colorado: $26.00 - $39.00 Hawaii: $27.00 - $41.00 Illinois: $26.00 - $39.00 Maine: $23.50 - $35.00 Maryland: $26.00 - $39.00 Massachusetts: $29.50 - $34.47 Minnesota: $23.50 - $35.00 New Jersey: $27.00 - $41.00 New York: $27.00 - $41.00 Ohio: $23.50 - $35.00 Vermont: $26.00 - $39.00 Virginia: $26.00 - $39.00 Washington: $27.00 - $41.00 Washington, DC: $26.00 - $39.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is nonexempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Be a Proactive Community Ambassador - Embody a “community ambassador” and “business owner” mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Local Service Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230, • Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit, • Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, such as tax season, • Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time, • Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle., • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $27.00 - $41.00 Southern California: $27.00 - $41.00 Colorado: $26.00 - $39.00 Hawaii: $27.00 - $41.00 Illinois: $26.00 - $39.00 Maine: $23.50 - $35.00 Maryland: $26.00 - $39.00 Massachusetts: $29.50 - $34.47 Minnesota: $23.50 - $35.00 New Jersey: $27.00 - $41.00 New York: $27.00 - $41.00 Ohio: $23.50 - $35.00 Vermont: $26.00 - $39.00 Virginia: $26.00 - $39.00 Washington: $27.00 - $41.00 Washington, DC: $26.00 - $39.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is nonexempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Be a Proactive Community Ambassador - Embody a “community ambassador” and “business owner” mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Local Service Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230, • Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit, • Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, such as tax season, • Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time, • Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle., • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $27.00 - $41.00 Southern California: $27.00 - $41.00 Colorado: $26.00 - $39.00 Hawaii: $27.00 - $41.00 Illinois: $26.00 - $39.00 Maine: $23.50 - $35.00 Maryland: $26.00 - $39.00 Massachusetts: $29.50 - $34.47 Minnesota: $23.50 - $35.00 New Jersey: $27.00 - $41.00 New York: $27.00 - $41.00 Ohio: $23.50 - $35.00 Vermont: $26.00 - $39.00 Virginia: $26.00 - $39.00 Washington: $27.00 - $41.00 Washington, DC: $26.00 - $39.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is nonexempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Be a Proactive Community Ambassador - Embody a “community ambassador” and “business owner” mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Local Service Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230, • Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit, • Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, such as tax season, • Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time, • Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle., • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $27.00 - $41.00 Southern California: $27.00 - $41.00 Colorado: $26.00 - $39.00 Hawaii: $27.00 - $41.00 Illinois: $26.00 - $39.00 Maine: $23.50 - $35.00 Maryland: $26.00 - $39.00 Massachusetts: $29.50 - $34.47 Minnesota: $23.50 - $35.00 New Jersey: $27.00 - $41.00 New York: $27.00 - $41.00 Ohio: $23.50 - $35.00 Vermont: $26.00 - $39.00 Virginia: $26.00 - $39.00 Washington: $27.00 - $41.00 Washington, DC: $26.00 - $39.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Salary: $95,000 - $110,000 per year A bit about us: Are you a senior accountant with a passion for numbers and a knack for financial analysis? We are seeking a dynamic and dedicated Senior Accountant to join our high-performing Finance team. As a Senior Accountant, you will play a crucial role in ma

Family Office Controller \n \n The Family Office Controller oversees the day-to-day financial operations of a single-family office and an organization focused on impact investing and philanthropy. This role supports the Principals, their children, and the CFO and requires close collaboration across the family office team and its affiliates. \n \n The Controller will oversee one junior accountant or accounts payable professional. The ideal candidate will have a roll-up-your-sleeves approach and work in an organized, relaxed, and efficient manner. This individual should be comfortable managing multiple priorities while maintaining a high level of attention to detail, discretion, and professionalism. \n This role is best suited for a professional with experience in a family office, private banking, investment fund, closely held or family-owned business, or similar environment, who brings strong financial fundamentals and a proactive, service-oriented approach. \n \n Essential Requirements \n\n • Provide support to the CFO and family office leadership across all aspects of accounting and finance.\n, • Lead general ledger accounting and financial reporting across all family-related entities in a timely and accurate manner.\n, • Prepare monthly and annual financial statements.\n, • Manage investment accounting and monitoring and prepare investment reports.\n, • Assist with the implementation of new technology related to general ledger and investment reporting.\n, • Establish and maintain accounting and operational processes and controls.\n, • Manage cash balances, cash flow forecasting, and liquidity planning.\n, • Oversee banking relationships and treasury processes.\n, • Supervise an accounts payable / junior accountant and work closely with them on expense processing.\n, • Manage personal, household, trust, and operating company expenses with professionalism and confidentiality.\n, • Coordinate with external tax advisors to ensure timely and accurate filings.\n, • Manage, build, and support budgets, expense tracking, and financial planning processes.\n, • Ability to juggle multiple requests simultaneously and track, manage, and deliver significant ad hoc projects as requested by the Principals.\n, • Maintain investment literacy, including monitoring, reconciliation, and reporting of investment activity.\n, • Work independently, manage recurring deadlines, and maintain strict confidentiality.\n\n \n Additional Qualifications \n\n • 7–12+ years of progressive experience in a family office, closely held or family-owned business, fund, or similar environment.\n, • CPA required or currently on the CPA track.\n, • Bachelor’s degree in Accounting, Finance, Tax, or a related field.\n, • Excellent written and verbal communication skills.\n, • Strong technology skills, including Microsoft Excel, Office Suite, Canva, and AI tools.\n, • Proficiency with accounting software, including QuickBooks and Addepar. Experience with a true general ledger system, particularly in connection with a software migration or implementation, is a plus.\n, • Experience and/or exposure to direct investments, impact investing, philanthropy, tax, and/or investment activities is a plus.\n, • Experience with consolidations and GAAP financial reporting.\n, • Demonstrated ability to be flexible and resourceful in a complex and lean environment.\n, • Strong judgment, discretion, and impeccable integrity.\n, • Ability to work in the office five days per week.\n, • Must be comfortable working in an office where dogs may be present in the future.\n\n

A growing private investment platform is looking to add a Fund Accountant to its expanding finance team. This is an excellent opportunity for someone with 2–3 years of fund accounting experience who wants broad exposure to fund operations, investor reporting, and investment activity within a lean, entrepreneurial environment. \n \n Reporting directly to senior finance leadership, you’ll have hands-on responsibility across a portfolio of alternative investment vehicles and work closely with finance leadership, investors, fund administrators, auditors, and other external service providers. \n \n What You’ll Do: \n • Support monthly, quarterly, and annual fund close processes \n • Maintain fund-level accounting records, general ledgers, and supporting schedules \n • Prepare capital call and distribution calculations \n • Assist with investor reporting and financial statement preparation \n • Reconcile investment activity, capital accounts, and fund cash movements \n • Coordinate with fund administrators, auditors, and tax providers \n • Track portfolio activity and support investment accounting \n • Prepare audit and regulatory reporting support \n • Identify opportunities to improve processes and fund operations \n • Support ad hoc reporting and analysis for management \n \n What We’re Looking For: \n • Bachelor’s degree in Accounting, Finance, or a related field \n • 2–3 years of fund accounting experience \n • Background in private equity, venture capital, private credit, hedge funds, or other alternative investments \n • Understanding of closed-end fund structures and capital activity \n • Strong understanding of fund accounting and investor allocations \n • Advanced Excel skills \n • Experience working with fund administrators and external auditors \n • CPA or CPA-track preferred \n • Experience with fund accounting or investor reporting systems is a plus \n • Strong analytical, organizational, and communication skills \n \n This is a high-visibility opportunity within a growing investment platform, offering broad exposure to fund operations and the opportunity to work closely with senior finance leadership.

Senior Accountant \n Location: New York, NY \n \n Position Summary \n We are seeking an experienced Senior Accountant to support month-end close, financial reporting, account reconciliations, audits, and regulatory reporting. This position is ideal for an accounting professional with public-company or multinational experience who is comfortable working in a fast-paced environment. \n \n Key Responsibilities \n\n • Support and execute the monthly and quarterly close process.\n, • Prepare journal entries and maintain general ledger accuracy.\n, • Perform balance sheet reconciliations and resolve discrepancies.\n, • Assist with SEC reporting, including 10-K and 10-Q schedules and footnote support.\n, • Support external and foreign statutory audits and respond to auditor requests.\n, • Perform variance and financial analysis to identify trends and explain fluctuations.\n, • Support SOX compliance, documentation, and internal controls.\n, • Partner with other departments on accounting and financial reporting matters.\n, • Assist with process improvements and special accounting projects.\n, • Use Excel to analyze financial data and improve reporting efficiency.\n\n \n Qualifications \n\n • Bachelor’s degree in Accounting required.\n, • 5+ years of progressive accounting experience.\n, • Public-company and/or multinational accounting experience preferred.\n, • SEC reporting experience preferred.\n, • CPA preferred.\n, • NetSuite experience preferred.\n, • Advanced Excel skills, including pivot tables and XLOOKUP.\n, • Strong analytical, organizational, and communication skills.\n\n \n 18672

A leading, nationally scaled real estate investment and management platform is seeking a Senior Corporate Accountant to join its Corporate Accounting team in New York City. \n \n This is an excellent opportunity for an accounting professional with 6–10 years of experience who wants exposure to complex corporate accounting, financial reporting, and cross-functional work within a large, vertically integrated real estate organization. \n \n What You’ll Do: \n • Support monthly, quarterly, and annual financial close and reporting \n • Prepare journal entries, complex reconciliations, and allocations \n • Assist with GAAP and performance reporting for the management company and related entities \n • Support consolidations, intercompany eliminations, entity rollups, and consolidated reporting \n • Perform budget-to-actual and variance analysis \n • Prepare audit schedules and coordinate with external auditors \n • Track management company revenue and collections \n • Review and code invoices and process wire transfers \n • Support budgeting and reporting for affiliated, non-real estate entities \n • Partner closely with Asset Management, Treasury, Acquisitions, Tax, Strategic Planning, and other internal teams \n • Assist with special projects and accounting/finance efficiency initiatives \n \n What We’re Looking For: \n • 6–10 years of relevant accounting experience \n • Experience within a management company; real estate experience strongly preferred \n • Public accounting experience preferred \n • Bachelor’s degree in Accounting, Finance, or related field \n • CPA preferred \n • Strong GAAP reporting and analytical skills \n • Experience with reconciliations, close, allocations, and financial reporting \n • Excellent attention to detail and organization \n • Strong communication and relationship-building skills \n • Ability to manage multiple priorities in a fast-paced environment \n \n If you're a Senior Accountant, Corporate Accountant, or accounting professional coming from a real estate or public accounting background and are open to exploring a new opportunity, feel free to reach out.

Real Estate Development Accountant | Queens, NY| On-site \n EqualAccess (on behalf of a confidential client) \n \n The Role \n This is an accounting role at a real estate development firm based in Queens. The client operates in the development space, and they are looking for someone who understands the financial mechanics of real estate projects from the ground up, not just general ledger maintenance or corporate accounting. \n This is a hands-on seat. The person who succeeds here will be comfortable working close to the deals, the draws, the lenders, and the numbers that actually drive development decisions. This is not a passive reporting role, and it is not a large-team environment where work gets handed off between layers of staff. \n \n What This Role Is, and Is Not \n This role is: \n\n • A core accounting function embedded in an active real estate development operation\n, • Responsible for project-level financial tracking, reporting, and compliance\n, • A role requiring familiarity with construction draws, equity waterfalls, or development cost accounting\n, • A position with real visibility into how deals are structured and funded\n\n \n This role is NOT: \n\n • A corporate or public accounting role with standardized, repeating cycles\n, • A fit for someone who has only worked in audit or tax without development exposure\n, • A high-headcount environment with defined handoffs and support layers\n, • A remote or hybrid position\n\n \n Required Experience & Traits \n\n • Solid background in real estate development accounting, specifically at the project level, not just fund or asset management accounting\n, • Familiarity with construction loan draws, lender reporting, and cost tracking against project budgets\n, • Comfort working with ownership and project management directly, without a large finance team around you\n, • Strong command of general ledger, job costing, and period-end close in a development context\n, • Ability to manage multiple projects simultaneously without losing precision on any of them\n, • A degree is standard for this role, but direct experience in real estate development accounting matters more than where you went to school\n\n \n Key Responsibilities \n Project Accounting & Cost Tracking \n\n • Maintain accurate project-level books across the development portfolio, tracking costs against approved budgets\n, • Process and reconcile construction draws, flagging discrepancies early and keeping lender documentation complete\n\n Financial Reporting \n\n • Prepare internal financial reports for ownership and project stakeholders, presenting a clear picture of where each project stands\n, • Support preparation of financial statements and schedules required by lenders, investors, or partners\n\n Compliance & Audit Support \n\n • Maintain documentation and records in line with lender, investor, and regulatory requirements\n, • Coordinate with external auditors and tax preparers, providing clean workpapers and timely responses\n\n Budgeting & Forecasting \n\n • Assist in building and updating project pro formas and cash flow projections as development timelines evolve\n, • Flag budget variances and work with the development team to understand and address the root cause\n\n Systems & Process \n\n • Work within existing accounting systems and, where appropriate, recommend improvements to how costs and reporting are tracked across the portfolio\n\n \n Compensation \n\n • Base salary: $135,000 - $170,000\n, • Total compensation details to be discussed during the interview process\n\n \n Why EqualAccess \n EqualAccess partners with best-in-class organizations and supports candidates beyond placement. Every candidate we place receives 3 months of post-hire coaching and career support, ensuring long-term success and growth.

We're seeking a highly skilled and experienced Senior Accountant to support our Management Company team. Reporting to the Accounting Manager, you'll help drive financial reporting, operational control, and our ongoing work to build and enhance processes — ensuring accuracy, efficiency, and compliance across multiple entities and jurisdictions. \n \n We're looking for someone with a strong accounting background and 6-8 years of experience in a similar role. Attention to detail and a proactive, motivated attitude are essential — you'll be joining a small, lean team where each member carries significant responsibility. Timeliness and precision are critical to accurate financial reporting and compliance in a fast-growing environment. \n \n Key Responsibilities \n\n • Support the monthly close process, including account reconciliations, management reporting, quarterly reporting, and US GAAP financial reporting for the Management Company and its wholly owned subsidiaries\n, • Ensure accuracy and completeness of financial data, including journal entries, cash booking, and general ledger maintenance\n, • Streamline finance operations/accounts payable workflows, including invoice processing, expense reimbursements, vendor payments, and payables reconciliation\n, • Oversee treasury management activities, including cash reconciliations and daily cash reporting\n, • Prepare standard and non-standard recurring month-end journal entries, including fixed assets, depreciation, amortization, prepaid expensing, deferred revenue recognition, and payroll/operating accruals\n, • Review and monitor internal controls\n, • Help implement new technology to make the monthly close process more efficient\n\n \n Requirements \n\n • Bachelor's degree in Accounting, Finance, or a related field\n, • CPA certification preferred\n, • 6-8+ years of progressive accounting experience\n, • Strong technical accounting skills and solid understanding of US GAAP\n, • NetSuite experience required\n, • Experience with finance operations/accounts payable is a plus\n, • Excellent communication and interpersonal skills, with the ability to collaborate effectively across departments, remotely\n, • Proven track record of meeting deadlines and delivering accurate financial information\n, • Experience leveraging AI and technology to automate workflows and processes\n\n

Senior Accountant, Franchise Accounting & AI \n About Exponent \n Company Description \n Exponent is the fastest-growing financial technology platform built exclusively for franchise and \n multi-location brand operators. We offer three integrated products — industry-leading financing \n programs including a charge card, acquisition and build-out loans, and an AI-powered \n Accountant — giving operators a single platform to manage spend, access growth capital, and \n automate their financial operations. We have secured significant equity and credit capital and \n are backed by leading institutional investors and family offices who operate large franchise \n portfolios. \n Role Description \n The Senior Accountant is the first accountant working alongside our AI-powered Accountant. \n You will be the first accountant at Exponent and our AI/ML will learn from how you close books \n (that are prepared for you) from our product’s ingestion of an operator's POS, banking, payroll, \n and processor data, classifies and reconciles it, and automates the close. \n You review what the system produces, you correct it, and your corrections train the models. \n Your role’s unique opportunity is to train the models and company on best practices in franchise \n accounting, and help grow our business as a leader - not just an accountant. This is an \n individual contributor seat today, with a defined path to leading the accounting team as the \n customer base grows. \n Requirements \n 4+ years of franchisee accounting for multi-unit restaurant or retail businesses, in-house \n at an operator, at a firm serving them, or at a bookkeeping provider. \n You have owned a full close start to finish, period after period, in QuickBooks Online, \n Restaurant365, Sage Intacct, or similar. \n POS-to-deposit fluency: comps, discounts, third-party delivery holdbacks, processor \n fees, tips, chargebacks, and timing. \n Multi-entity accounting on accrual books that hold up to GAAP: consolidations, \n intercompany, and holding-company-to-store-LLC structures. Payroll journal entries and \n reconciliation to the provider. \n Preferred qualifications \n Proximity to NYC or willingness to relocate to NYC. \n Active CPA license. \n Multi-state sales tax experience. \n Experience training or supervising other accountants. \n \n Additional Job Application Terms \n\n • This job is part of LinkedIn’s Full-Service Hiring beta program. Eligibility is limited to candidates located in and performing services in the United States, excluding Alaska, Hawaii, Nevada, South Carolina, and West Virginia.\n, • We’re committed to making our hiring process as smooth and timely as possible. If you’re a potential fit, our team will reach out within two weeks. If you do not hear back in that time, we encourage you to explore other opportunities in the future.\n, • Do you agree to the additional job application terms outlined here:\n, • View LinkedIn Terms\n\n

The Staff Accountant with F&B 575 at Aman New York will prepare and maintain financial records to track the organizations assets, liabilities, profit and loss, tax liabilities, and other related financial activities. \n \n KEY RESPONSIBILITIES \n · Provide support for Financial Controller’s daily tasks by aiding with event management & planning performs general cost accounting and other related duties for the organization. \n · Reconciles bank accounts monthly for multiple bank accounts and revenue streams. \n · Ensures accuracy of processing and monitoring incoming payments, and securing revenue by verifying and posting receipts. \n · Maintains and reconciles customer accounts, manages accounts receivable collections and addresses customer inquiries. \n · Creates invoices according to company practices; submits invoices and statements to customers. \n · Performs tip account reconciliations, investigates and resolves any irregularities or enquiries. \n · Obtains information from other departments to ensure records are accurate and complete and that accounts receivable ledgers and journals are up to date. \n · Provides outside auditors with assistance; gathers necessary account information and documents to perform annual audit. \n · Maintains knowledge of acceptable accounting practices and procedures. \n · Performs other related duties as assigned. \n · Assists Financial Controller with year-end financial audit. \n \n REQUIRED EXPERIENCE AND QUALIFICATIONS \n · Excellent verbal and written communication skills. \n · Excellent organizational skills and attention to detail. \n · Knowledge of general financial accounting and cost accounting. \n · Understanding of and the ability to adhere to generally accepted accounting principles. \n · Ability to correctly prepare tax reports. \n · Proficient with Microsoft Office Suite or similar software, and accounting software.

Majority Remote - Senior Accountant – NYC! \n \n A growing, private equity-backed company at the intersection of consumer products and design is looking for a Senior Accountant. This is an excellent opportunity for an early-career accounting professional to take on significant responsibility within a growing organization and gain exposure to both core accounting and broader financial analysis, as you’ll work hand in hand with the CFO and VP Finance. \n \n This person will play an important role in strengthening the company's accounting infrastructure as the business continues to grow. The position will be hands-on and involve month-end close, reconciliations, journal entries, and financial reporting, while also providing exposure to process improvement, multi-entity accounting, and other strategic finance initiatives. \n \n The ideal candidate will have strong accounting fundamentals, excellent attention to detail, and the ability to operate independently in a fast-moving environment. This role is particularly well suited for someone coming from a strong public accounting or corporate accounting background who is looking to take on broader ownership within an operating company. \n \n The company is based in Midtown and only requires 1 day in office per week! \n \n Responsibilities: \n\n • Support the monthly close process, including journal entries, account reconciliations, accruals, and preparation of financial schedules\n, • Assist with accounting activities across multiple entities and support the consolidation and reporting process\n, • Maintain accurate general ledger accounts and investigate and resolve discrepancies in a timely manner\n, • Support accounts payable and accounts receivable activities, including invoice review, payment processing, cash application, and account reconciliation\n, • Prepare bank and balance sheet reconciliations and ensure transactions are accurately recorded and supported\n, • Assist with the preparation of internal financial reporting and schedules for management\n, • Support external audit processes by preparing schedules, documentation, and responding to requests from external auditors\n, • Help improve accounting processes, controls, systems, and reporting as the organization continues to scale\n, • Assist with inventory-related accounting and other operational accounting activities as needed\n, • Support broader finance initiatives, including KPI reporting, pricing analysis, variance analysis, and other ad hoc projects\n\n \n Requirements: \n\n • 2–5 years of progressive accounting experience, ideally within a public accounting or corporate accounting environment\n, • Bachelor's degree in Accounting, Finance, or a related field\n, • Strong understanding of GAAP, accrual accounting, journal entries, reconciliations, and month-end close processes\n, • Experience working with multiple entities, consolidations, accounting systems, or process transitions is highly preferred\n, • NetSuite experience is strongly preferred\n, • Strong Excel skills and the ability to work with large amounts of financial data\n, • Experience in inventory, distribution, manufacturing, consumer products, or a similar operating environment is a plus\n, • Highly organized, analytical, and detail-oriented with the ability to manage multiple priorities\n, • Self-starter who is comfortable working in an evolving environment and taking ownership of responsibilities\n, • Interested in developing broader exposure to FP&A, business analysis, and operational finance\n\n \n Salary: $85K – $95K + bonus \n \n The above salary range represents the company's good faith and reasonable estimate of the possible base compensation range at the time of posting and is not reflective of the total compensation package, which may also include benefits, equity and other non-cash incentives. \n \n Please send your resume for immediate consideration to: jdamico@adviceny.com \n \n If this particular role isn't the ideal fit, please feel free to forward your resume to the email above to explore other available opportunities. Please also feel free to share this posting with anyone in your network who might be open to learning more. Referrals are always appreciated! \n \n Advice Personnel \n Celebrating over 40 years as one of the premier search/staffing firms serving the New York metropolitan area

Cost Accountant \n Sun Noodle Company \n Carlstadt, New Jersey | Full-Time | 100% Onsite \n Help Sun Noodle Understand What It Truly Costs to Make a Great Product \n You may already know Sun Noodle without realizing it. \n For more than 40 years, our noodles have been served by ramen shops, restaurants, chefs, and retailers across the country. With approximately 90 varieties of noodles and manufacturing operations supporting a growing customer base, understanding the true cost of every product is critical to how we make decisions and continue building the business. \n That is where you come in. \n Sun Noodle is creating a new Cost Accountant position at our Carlstadt, New Jersey facility. This is an opportunity for a hands-on accounting professional to take meaningful ownership of manufacturing costs, inventory valuation, and operational analysis within a growing food-manufacturing environment. \n You will work closely with Finance, Operations, Sales, and Procurement to understand what is happening on the production floor, identify what is driving cost changes, and turn that information into practical insights the business can use. \n This is not a position where you will simply review reports from behind a desk. We are looking for someone who is curious about how products are made, comfortable working directly with plant partners, and excited to strengthen the costing processes that support the business. \n And yes, a love of noodles certainly helps. \n What You’ll Own \n Manufacturing Costing and Variance Analysis \n • Own and maintain the standard cost system, ensuring product costs accurately reflect current material, labor, and manufacturing overhead. \n • Analyze manufacturing variances involving material usage, labor efficiency, overhead absorption, production yields, waste trends, and cost changes. \n • Investigate the operational drivers behind cost variances and communicate the findings clearly to Finance and plant leadership. \n • Review bills of material, routings, and manufacturing orders to improve costing accuracy. \n • Help strengthen the processes Sun Noodle uses to understand the true cost and profitability of its products. \n Inventory and Financial Reporting \n • Support inventory accounting, reconciliation, and valuation. \n • Assist with physical inventory counts, cycle-count analysis, and inventory-related audit requests. \n • Support month-end, quarter-end, and year-end close activities involving inventory and production costs. \n • Help maintain accurate manufacturing and inventory data within the ERP system. \n Business and Operational Partnership \n • Prepare manufacturing cost reporting that identifies key trends, variances, and operational cost drivers. \n • Partner with Operations to understand what is happening on the production floor and how it affects financial performance. \n • Provide financial analysis supporting pricing decisions and new-product development. \n • Analyze profitability by SKU, customer, product line, and facility. \n • Collaborate across Finance, Operations, Sales, and Procurement to improve reporting and decision-making. \n • Participate in ERP enhancements, data-accuracy projects, and continuous-improvement initiatives. \n What Will Help You Succeed \n We care more about the work you have performed than the title printed on your business card. \n You may currently be a Cost Accountant, Plant Accountant, Standard Cost Analyst, Inventory Accountant, Production Accountant, Operations Finance Analyst, or a hands-on accounting professional performing similar work in a manufacturing environment. \n The strongest candidates will bring: \n • Approximately 3–5 years of cost accounting, plant accounting, or closely related manufacturing-finance experience. \n • Experience working within food, beverage, consumer packaged goods, or another manufacturing environment. \n • A strong understanding of standard costing, inventory accounting, manufacturing variance analysis, and GAAP. \n • The ability to analyze material, labor, overhead, yield, waste, and production-related cost variances. \n • Experience working with ERP systems and complex manufacturing data. \n • Advanced Microsoft Excel skills. \n • The confidence to work with both financial information and the people responsible for plant operations. \n • Strong analytical, organizational, and problem-solving abilities. \n • Clear communication skills and a collaborative, team-oriented approach. \n • A self-motivated and curious mindset, with the willingness to wear multiple hats as the business continues to grow. \n A bachelor’s degree in Accounting, Finance, or a related discipline is preferred. Relevant manufacturing and cost-accounting experience will receive strong consideration. \n Experience with Microsoft Dynamics 365 Business Central is preferred, but it is not required. Experience with a comparable manufacturing ERP system is welcome. \n The Kind of Person Who Will Thrive Here \n You will likely enjoy this opportunity if you: \n • Want to understand how the operation works, not just what appears in the accounting system. \n • Are comfortable spending time with Operations and learning what happens on the production floor. \n • Ask thoughtful questions when costs, yields, or inventory numbers do not make sense. \n • Can translate detailed accounting information into a practical explanation. \n • Enjoy building relationships across departments. \n • Want the opportunity to help shape a newly created position. \n • Are motivated by improving a process rather than simply maintaining one. \n • Appreciate great food and are willing to develop some strong opinions about noodles. \n Why Sun Noodle? \n This is a chance to join a respected, family-owned food manufacturer whose products are enjoyed through ramen shops, restaurants, chefs, and retailers. \n You will step into a newly created position with the ability to bring greater visibility to product costs and profitability. Your work will influence how Sun Noodle evaluates production, pricing, inventory, new products, and operational performance. \n You will also have the opportunity to work closely with colleagues across Finance, Operations, Sales, Procurement, and company leadership. \n If you are a hands-on manufacturing accountant who wants to understand the full story behind the numbers, we would like to meet you. \n Come help us understand what it truly costs to make a great noodle. \n \n Additional Job Application Terms \n This job is part of LinkedIn’s Full-Service Hiring beta program. Eligibility is limited to candidates located in and performing services in the United States, excluding those based in Alaska, Hawaii, Nevada, South Carolina, or West Virginia. \n \n We’re committed to making our hiring process as smooth and timely as possible, and we understand that waiting to hear back can add to the anticipation. If you’re a potential fit, our team will reach out within two weeks to progress you to the next stage. If you don’t hear from us in that time, we encourage you to explore other opportunities with our team in the future, and we wish you the very best in your job search.

Initially Remote until midtown office space secured- then 2 days onsite \n \n Senior Accountant \n Reports to: Accounting Manager / Controller \n A fast-growing AI infrastructure company. As the business scales, we are building a finance team to support complex customer agreements, significant equipment investments, and expanding operations. \n Position Summary \n We are seeking a detail-oriented Senior Accountant to perform core accounting activities and support timely financial reporting. This role prepares journal entries, reconciliations, and schedules for equipment purchases, project costs, customer prepayments, and financing transactions. \n Accounting and Close \n " Prepare journal entries, accruals, and schedules for monthly, quarterly, and annual closes. \n " Complete assigned close activities on schedule and streamline recurring tasks. \n " Prepare balance sheet reconciliations, investigate discrepancies, and resolve outstanding items. \n " Maintain schedules for prepaids, deposits, payroll liabilities, and other balance sheet accounts. \n Equipment and Project Accounting \n " Record GPU, server, and infrastructure purchases with appropriate account and project coding. \n " Track construction in progress and prepare fixed asset transfers using approved placed-in-service documentation. \n " Maintain depreciation schedules and reconcile equipment records to the general ledger. \n " Track and reconcile costs by customer, project, and deployment. \n Customer Accounting and Audit Support \n " Maintain customer prepayment and deferred revenue schedules; prepare revenue entries under approved policies. \n " Prepare debt, lease, and interest entries using supporting agreements and schedules. \n " Reconcile customer billing and receipts and support vendor account reconciliations. \n " Prepare financial variance explanations and audit schedules; maintain organized documentation and follow established controls. \n \n Qualifications \n " Bachelor's degree in accounting or a related field. \n " 5 or more years of progressive accounting experience. \n " Experience preparing journal entries, balance sheet reconciliations, and close schedules; working knowledge of U.S. GAAP. \n " Strong Excel and accounting system skills, attention to detail, and deadline management. \n " CPA progress, public accounting experience, and exposure to fixed assets or project accounting preferred.

Immediate need for a talented Accountant. This is a 06+ Months Contract opportunity with long-term potential and is located in Hackensack, NJ (Hybrid). Please review the job description below and contact me ASAP if you are interested. \n \n Job ID:26-28430 \n \n Pay Range: $63 - $67/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location). \n \n Key Responsibilities: \n \n\n • Note: Hiring for multiple locations: Hackensack, NJ 07601 | Edison, NJ 08837 | New York, NY 10005\n, • Supervises a team of administrators who are responsible for providing accounting, administration, financial reporting and regulatory reporting services to investment companies (including, but not limited to, hedge funds, private equity funds, CLOs etc.) and advisers.\n, • Serves as a trusted advisor to clients by continually assessing changing business and strategies, as well as providing expertise, tools and information to focus on growing investments.\n, • Acts as the escalation point for all clients assigned to the team and directs issue resolution and process changes to support client needs.\n, • Proactively identify risk-related issues through review of qualitative and quantitative data, anticipate obstacles, and then implement mitigating solutions.\n, • Reviews the accounting and financial statement information provided for audit and tax reviews, documentation and set-up of the accounting principles for unusual investment types, and set-up/processing of complex expense and incentive fee calculations and reconciliation items.\n\n \n Key Requirements and Technology Experience: \n \n\n • Must have skills: - Fund Accounting, Financial Reporting and Alternative Investments\n, • Requirements: - Accounting, Private Equity and Alternative Investments\n, • Bachelor's degree in accounting, finance or related field, or equivalent experience\n, • Five to Seven years of experience in alternative investments industry either at a fund, an administrator or at Big Four / Midsize public accounting firm doing fund audits.\n, • Bachelor's degree in accounting, finance or related field, or equivalent experience\n, • Five to Seven years of experience in alternative investments industry either at a fund, an administrator or at Big Four / Midsize public accounting firm doing fund audits.\n\n \n Our client is a leading Banking Industry and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration. \n \n Pyramid Consulting, Inc. 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. \n \n By applying to our jobs you agree to receive calls, AI-generated calls, text messages, or emails from Pyramid Consulting, Inc. and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here. \n

Job Title: Bilingual Mandarin Financial Accountant Location: New York, NY 10005 (5 days onsite) Position Type: Full-time Industry: Real Estate Salary: $100,000 base Position Overview We are seeking a detail-oriented, self-driven Accountant with 3 5 years of institutional real estate accounting exper

Top Construction Management Firm/ Exceptional Culture/ Exciting Projects This Jobot Job is hosted by: Logan Ridge Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $65,000 - $90,000 per year A bit about us: We are a family run general contractor with an exceptional track record though out the PA and South Jersey market. Projects range from $5M to $100M and include a strong variety of markets including multifamily, healthcare and general commercial. If you are looking to join a growing team we want to talk to you! Why join us? • Strong Pay, • Excellent Benefits Package, • Generous PTO, • Room for Growth! Job Details Responsibilities: • Manage the financial aspects of construction projects, including budgeting, forecasting, and cost tracking, • Prepare and submit AIA billing for projects, • Prepare and submit certified payroll reports, • Review and analyze project costs, ensuring they are accurate and within budget, • Prepare monthly financial statements and reports for project managers and senior management, • Work closely with project managers to ensure that financial goals are met, • Assist with project audits and provide support as needed, • Maintain accurate and up-to-date records of all financial transactions, • Ensure compliance with all accounting standards and regulations, • Perform other duties as assigned Qualifications: • Bachelor's degree in accounting, finance, or a related field, • 3+ years of experience in project accounting in the construction industry, • Strong knowledge of Sage, Procore, AIA billing, cost reporting, and certified payroll, • Experience with budgeting, forecasting, and cost tracking, • Excellent analytical and problem-solving skills, • Strong attention to detail and accuracy, • Ability to work independently and as part of a team, • Excellent communication and interpersonal skills, • Strong organizational and time management skills, • Ability to prioritize tasks and meet deadlines, • CPA or CMA certification preferred If you are a highly motivated and skilled accountant with experience in the construction industry, we encourage you to apply for this exciting and challenging position. We offer a great company culture, as well as opportunities for professional development and growth. Join our team and help us build the future! Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

Well established, locally owned construction company seeks Accountant This Jobot Job is hosted by: Marcie Cassano Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $60,000 - $70,000 per year A bit about us: Well established, locally owned construction company seeks Accountant Why join us? Opportunity for advancement Performance based bonus Great company culture Medical, Dental, Vision 401k with Matching Generous PTO and Holiday schedule Job Details Job Details: Our esteemed organization, a leading player in the construction industry, is seeking a highly skilled and experienced Permanent Accountant to join our dynamic team. This exciting role offers the opportunity to work in a fast-paced, high-energy environment where you will be vital in maintaining the financial health of our company. The successful candidate will be responsible for managing all financial transactions, from fixed payments, variable expenses to bank deposits and budgets. This position requires proficiency in all areas of accounting, including Accounts Payable, Accounts Receivable, Payroll, and General Ledger. The ideal candidate should have 5+ years of experience in accounting, preferably within the construction industry. Responsibilities: 1. Manage all aspects of accounting; billing, financial statements, general ledger, cost accounting, payroll, accounts payable, accounts receivable, budgeting, tax compliance, inventory accounting, revenue recognition, and various special analyses., 2. Oversee payments of all accounts; ensuring all accounts are paid on time., 3. Process accounts and collecting payments., 4. Manage payroll system and maintain accurate records., 5. Oversee the preparation of business activity reports, financial forecasts, and annual budgets., 6. Monitor financial details to ensure legal compliance., 7. Coordinate with the management team to work on financial forecasting, budgets, cost reduction strategies, and funding., 8. Analyze company's financial results with respect to profits, trends, costs, and compliance with budgets. Issue regular status and ad hoc reports to senior management., 9. Assist in producing accurate and timely financial statements., 10. Assist in leading the budgeting and forecasting initiatives for the business. Qualifications: 1. Bachelor’s degree in Accounting, Finance or related field., 2. 2+ years of experience in a senior-level finance or accounting position., 3. Knowledge of finance, accounting, budgeting, and cost control principles including Generally Accepted Accounting Principles (GAAP)., 4. Knowledge of automated financial and accounting reporting systems., 5. Knowledge of federal and state financial regulations., 6. Strong working knowledge of detailed financial data analysis., 7. Experience in a construction industry is a plus., 8. Proficient user of finance software., 9. Strong interpersonal, communication, and presentation skills., 10. Solid analytical and decision-making skills. Join our team and contribute to our company's growth while advancing your career in a challenging yet rewarding environment. If you are a seasoned accounting professional with a strategic mindset and a knack for numbers, we would love to hear from you. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

This Jobot Job is hosted by: Marcie Cassano Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $125,000 - $155,000 per year A bit about us: Multi-entity, international public company. Why join us? Opportunity for advancement Annul bonus based on performance Medical, Dental, Vision Insurance 401K Generous Paid Holidays and Vacation Job Details Job Details: We are seeking a highly skilled and experienced Controller to join our team. This is an excellent opportunity to become a part of a forward-thinking company, where you will play a critical role in our financial operations. Responsibilities: As a Controller, you will be responsible for: 1. Overseeing all accounting operations including Billing, A/R, A/P, GL, Cost Accounting, Inventory Accounting, and Revenue Recognition., 2. Coordinating and directing the preparation of the budget and financial forecasts and report variances., 3. Preparing and publishing timely monthly financial statements., 4. Ensuring quality control over financial transactions and financial reporting., 5. Managing and complying with local, state, and federal government reporting requirements and tax filings., 6. Developing and documenting business processes and accounting policies to maintain and strengthen internal controls., 7. Managing cash flow planning process and ensure funds availability., 8. Overseeing cash, investments, and asset management area., 9. Exploring investment opportunities and provide recommendations on potential returns and risks., 10. Maintaining relations with external auditors and investigate their findings and recommendations. Qualifications: The ideal candidate for the Controller position should possess the following: 1. Bachelor's degree in Accounting, Finance, or related field. A Master's degree or Certified Public Accountant (CPA) accreditation is also required, 2. Minimum of 5 years of experience in a senior-level finance or accounting position., 3. Proven experience with ledger operations, cash flow management, and general ledger (GL) activities., 4. Strong knowledge of finance, accounting, budgeting, and cost control principles including Generally Accepted Accounting Principles (GAAP)., 5. Knowledge of automated financial and accounting reporting systems., 6. Ability to analyze financial data and prepare financial reports, statements, and projections., 7. Excellent leadership skills with the ability to manage a team effectively., 8. Strong communication skills, both verbal and written., 9. Proficient in Microsoft Office Suite or related software., 10. Excellent problem-solving skills and the ability to make data-driven decisions. If you are a driven professional with a strategic mindset and a passion for numbers, we would love to hear from you. Apply today and take the next step in your career with us! Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

CPA required - Healthcare Industry - Career Growth Opportunities This Jobot Job is hosted by: Daniel Gonzalez Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $85,000 - $100,000 per year A bit about us: We are seeking a highly motivated and experienced Permanent Senior Accountant to join our dynamic team in the healthcare industry. The successful candidate will play a pivotal role in managing and controlling the company's financial resources, ensuring compliance with state and federal regulations, and providing strategic financial guidance to senior management. This position offers an excellent opportunity to contribute to the financial health of a leading healthcare organization while advancing your career in a challenging and rewarding environment. Why join us? If you are a seasoned accounting professional with a passion for healthcare and a track record of success, we invite you to apply. This is a unique opportunity to leverage your skills and experience in a role that offers significant responsibility and the opportunity to make a meaningful impact on our organization's success. Job Details Responsibilities: 1. Manage and oversee all aspects of the company's financial operations, including accounts payable, accounts receivable, payroll, general ledger, and treasury functions., 2. Prepare and analyze monthly, quarterly, and annual financial statements in accordance with GAAP., 3. Ensure compliance with state and federal tax laws and regulations by preparing and filing tax documents on a timely basis., 4. Develop and implement effective financial policies and procedures to enhance operational efficiency and financial management., 5. Provide strategic financial guidance to senior management through financial analysis, budgeting, and forecasting., 6. Coordinate with external auditors to facilitate annual audits and reviews., 7. Assist in the development and implementation of financial systems and controls to improve financial reporting and data management., 8. Participate in special projects and initiatives as required by senior management. Qualifications: 1. Bachelor's degree in Accounting, Finance, or a related field is required. An advanced degree such as an MBA or Master's in Accounting is a plus., 2. Must hold an active Certified Public Accountant (CPA) license., 3. Minimum of 5 years of experience in accounting or finance, preferably within the healthcare industry., 4. Extensive knowledge of GAAP, state and federal tax laws and regulations, and financial reporting., 5. Strong analytical skills with the ability to analyze complex financial data and prepare financial reports, statements, and projections., 6. Proficiency in accounting software and Microsoft Office Suite, particularly Excel., 7. Excellent communication and interpersonal skills, with the ability to interact effectively with all levels of the organization., 8. Strong organizational skills with the ability to manage multiple tasks simultaneously and meet deadlines., 9. High level of integrity and dependability with a strong sense of urgency and results-orientation., 10. Experience with financial systems implementation and management is a plus. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

Position Overview \n Our client, a global private equity and investment firm, is seeking an Accountant to join their team in New York, NY. Reporting to the Controller, this person will support the day-to-day accounting and financial operations of the management company. This is a strong opportunity for an accountant who wants to take ownership of core accounting functions while helping modernize processes through new technology and automation. \n \n Key Responsibilities \n\n • Own the accounts payable process and lead efforts to streamline it through new technology and automation, ensuring all disbursements comply with firm policies\n, • Review daily cash activity, record cash receipts and disbursements, and prepare monthly bank reconciliations\n, • Support the month, quarter, and year-end close processes\n, • Record journal entries and prepare accounting workpapers, including accruals, prepaids, and fixed asset schedules\n, • Prepare intercompany and affiliate invoices, manage cost allocations across related entities, and keep receivables current\n, • Support the calculation, billing, and recording of management fees, and track related receivables\n, • Manage employee reimbursements and the firm's corporate card program\n, • Maintain vendor relationships, update vendor records, and prepare 1099s annually\n, • Assist with audits, tax support, and other ad-hoc examinations\n, • Develop expertise in firm systems, including NetSuite and Concur, and support users in Concur\n, • Partner with external support teams and consultants on system enhancements\n, • Prepare monthly financial analysis and reporting\n, • Support the management company team on key projects, analysis, and ad hoc requests\n\n \n Qualifications \n Required: \n\n • Bachelor's Degree in Accounting, Finance, or related field\n, • 2 to 5 years of relevant work experience\n, • Strong background in general ledger accounting and accounts payable (AP)\n, • NetSuite or similar ERP experience\n, • Strong proficiency in Microsoft Excel\n\n Preferred: \n\n • CPA\n, • Previous Big 4 or large public accounting experience\n

Senior Corporate Accountant | Real Estate Investment Firm | Semi-Remote \n \n A privately held, vertically integrated commercial real estate firm with a regional focus is seeking a Senior Corporate Accountant to join their midtown Manhattan team. This is a highly visible position that will work closely with various department heads and upper management. Offering a growth track, collaborative team environment, great benefits and a good work life balance. \n \n Accounting Responsibilities: \n\n • Assist with the oversight of day-to-day operations of the corporate and property accounting functions. in a manner which promotes teamwork and encourages continuous improvement.\n, • Supervise Accounts Payable, Receivable and Lease Administration teams.\n, • Partner with department heads to ensure cost remain in budget while maintaining accurate forecasting.\n, • Oversight of the month and year end close process including corporate allocations, financial statement preparation, accruals, review journal entries and work papers.\n, • Assist in FP&A reporting which includes compiling multiple data sources to create reports and metrics for upper management.\n, • Ability to use advanced excel formulas to prepare the corporate budget, analyze reforecast, and evaluate current/subsequent years net income.\n, • Reconcile intercompany balances between corporate and operating entities.\n, • Report cash position and revenue to executive management on a weekly basis.\n, • Maintain internal controls and oversee financial and tax audits.\n, • Conduct account reconciliation and analyses and report findings to leadership.\n, • Be comfortable implementing ground-up workpapers and other processes.\n\n \n Required Qualifications: \n\n • BA in Accounting / Finance or relevant discipline.\n, • 4+ years of experience in accounting. Real estate preferred.\n, • Proficiency with Yardi or similar accounting software.\n, • Exceptional organizational, interpersonal and communication skills.\n, • Ability to prioritize and work in a fast-paced, multi-faceted environment.\n, • Be able to multi-task and be a team player.\n\n \n Compensation: $100,000 - $120,000 plus bonus, 401k match, comprehensive health benefits (medical, dental and vision), PTO, and other valuable perks. \n \n The above salary range represents Advice's good faith and reasonable estimate of the possible base compensation range at the time of posting and is not reflective of the total compensation package, which may also include benefits, equity and other non-cash incentives. \n \n Please send your resume for immediate consideration to: AGeorge@adviceny.com \n \n If this particular role isn’t the ideal fit, please feel free to forward your resume to the email above to explore other available opportunities. Please also feel free to share this posting with anyone in your network who might be open to learning more. Referrals are always appreciated! \n \n Advice Personnel \n Celebrating over 40 years as New York’s trusted boutique executive recruiting & staffing firm \n

Tax Accountant \n Location: Clifton, NJ \n \n Build Your Career with a Fast-Growing CPA Firm \n An expanding CPA firm based in Clifton, New Jersey is looking for a motivated Tax Accountant to join its growing team. This is an excellent opportunity for an accounting professional who enjoys working with a diverse client base while developing their technical expertise in a collaborative and supportive environment. \n You'll gain exposure to a variety of tax engagements across individuals, closely held businesses, partnerships, corporations, trusts, and estates, working alongside experienced professionals who are committed to helping you progress your career. \n \n The Role \n As a Tax Accountant, you'll be responsible for preparing tax returns, assisting with tax planning initiatives, researching tax issues, and supporting clients with a range of compliance requirements. You'll work closely with senior team members to ensure accurate, timely service while building long-term client relationships. \n \n Key Responsibilities \n\n • Prepare federal, state, and local tax returns for individuals, corporations, partnerships, trusts, and estates.\n, • Assist with tax planning projects and identify opportunities to improve tax efficiency for clients.\n, • Research tax legislation and resolve technical tax questions.\n, • Review financial records and supporting documentation to ensure accurate tax reporting.\n, • Communicate directly with clients to request information and provide updates throughout the engagement process.\n, • Support tax compliance, estimated tax calculations, and year-end planning.\n, • Collaborate with colleagues across tax and accounting teams to deliver high-quality client service.\n, • Maintain organised workpapers and ensure assignments are completed within deadlines.\n, • Stay current with changes to federal and state tax regulations and accounting standards.\n\n \n Qualifications \n\n • Bachelor's degree in Accounting, Finance, or a related field.\n, • CPA licence or active progress toward CPA certification preferred.\n, • 2-5 years of public accounting experience with a focus on taxation.\n, • Experience preparing individual and business tax returns.\n, • Working knowledge of federal and New Jersey tax regulations.\n, • Proficiency with tax preparation and accounting software.\n, • Strong analytical, organisational, and problem-solving skills.\n, • Excellent communication skills and attention to detail.\n, • Ability to manage multiple engagements during busy tax seasons.\n\n \n Why Join Us? \n\n • Competitive salary based on experience.\n, • Annual performance and bonus opportunities.\n, • Medical, dental, and vision insurance.\n, • 401(k) with employer contribution.\n, • Paid time off and company holidays.\n, • Flexible working arrangements and work-life balance.\n, • CPA exam support and continuing professional education.\n, • Clear career progression within a rapidly growing CPA firm.\n, • Supportive leadership with ongoing mentoring and professional development.\n, • Friendly, collaborative team culture where your contributions are recognised.\n\n \n If you're looking to join a growing public accounting firm where you can expand your expertise, work with a diverse client portfolio, and build a long-term career, we'd love to hear from you.

Grants Accountant / Senior Fiscal Analyst \n Location: Midtown, NY 10018 | Fully Remote \n Schedule: Monday–Friday, 9 AM–5 PM / 35-hour week \n Onsite: Approximately once per month and as needed for audits \n Compensation: $80K–$85K \n Contract: 3+ months with opportunity to convert \n Contract Rate: $40–$45/hr \n \n A well-established NYC nonprofit is bringing its outsourced grant and contract management function in-house and is seeking an experienced Grant Accountant / Senior Fiscal Analyst. \n This role is approximately 80% government contract/grant management and 20% accounting/month-end close. \n \n Responsibilities: \n\n • Manage government and nonprofit contracts from budgeting through billing, reporting, and reconciliation\n, • Prepare vouchers, billing, AR, revenue reports, and budget modifications\n, • Perform budget-to-actual and variance analysis\n, • Partner with program teams on financial submissions and reporting\n, • Communicate with government agencies and funders\n, • Support month-end close, journal entries, reclasses, and revenue\n, • Manage an assigned portfolio independently\n\n \n Requirements: \n\n • 5+ years of grants accounting, fiscal analysis, or government contract experience\n, • Strong government/nonprofit contract experience\n, • Experience with city, state, and/or federal funding\n, • HRA, HUD, OMH, HOPWA, HASA, DHS, NY State, or similar experience preferred\n, • Strong Excel skills — VLOOKUPs, PivotTables, reporting\n, • Experience with budgets, billing, vouchers, AR, revenue, and reconciliations\n, • PASSPort/PHS or similar portal experience strongly preferred\n, • Sage Intacct experience preferred; NetSuite exposure is a plus\n\n \n Ideal Candidate: \n A self-sufficient professional who has directly managed government-funded nonprofit contracts and understands the full financial lifecycle of grants and contracts. \n \n Portfolio: Organization manages approximately $23M in grants/contracts, with individual portfolios potentially exceeding $10M. \n \n Interview Process: 2 video interviews → Offer \n \n For a faster response, please send your resume to jcanabal@ascendo.com

Job Descriptions： \n The Technical Accounting & SEC Reporting Manager plays a key independent technical and disclosure role, responsible for ensuring timely and compliant SEC reporting and robust technical accounting analysis. This position ensures that all financial statement disclosures align with U.S. GAAP and SEC requirements, supporting audit processes and the implementation of new standards. The manager maintains independence from transactional accounting, contributing critical technical expertise and oversight to the financial reporting function. \n Responsibilities： \n\n • Prepare and coordinate SEC filings, including Form 20-F, Form 6-K, Form S-8, and other registration statements, ensuring accuracy, completeness, and timely submission.\n, • Manage financial statement disclosure tie-outs, supporting schedules, and related documentation.\n, • Coordinate internal and external reviews of SEC filings and resolve comments efficiently.\n, • Research and analyze complex accounting matters under U.S. GAAP and prepare technical accounting memos and position papers.\n, • Monitor new U.S. GAAP and SEC requirements and support timely implementation of related accounting and disclosure changes.\n, • Support external audits and other financial reporting matters involving technical accounting and disclosures.\n, • Partner with internal stakeholders on accounting implications of new transactions, agreements, and business activities.\n\n Qualifications： \n\n • Bachelor’s degree in Accounting, Finance, or a related field.\n, • Certified Public Accountant (CPA) or equivalent certification.\n, • 3+ years of relevant experience in public accounting, technical accounting, and/or SEC reporting.\n, • Strong knowledge of U.S. GAAP and SEC reporting and disclosure requirements.\n, • Hands-on experience preparing or reviewing SEC filings.\n, • Strong technical accounting research, writing, and documentation skills.\n, • Strong attention to detail and ability to manage multiple reporting deadlines.\n\n Preferred Qualifications： \n\n • Experience with a Big Four or other public accounting firm.\n, • Experience supporting GAAP conversions, complex transactions, or accounting policy implementation.\n, • Experience advising on accounting implications of new standards or significant transactions.\n, • Experience supporting external audits and financial statement disclosure reviews.\n\n

Growing manufacturing company in business for over 60 years is seeking a Senior Accountant to work closely with the CFO. \n \n As the Senior Accountant, you will oversee the day-to-day financial operations. The Senior Accountant will also be responsible for producing timely and reliable financial reports, providing variance analysis and insights to support strategic management decisions. In addition to working closely with external business partners (auditors, lenders, tax accountants). \n \n This is a 3 days on-site and 2 days remote schedule with a compensation range of 110K to 130K with bonus and benefits. \n \n The ideal Senior Accountant holds the following experience: \n\n • 5+ years of accounting experience with audit, bank reconcilations, reviewing margins, sales tax, consolidations.\n, • Inventory experience would be a plus. Understands accounting and prepaids, and accruals.\n, • Holds a Degree\n\n \n The key responsibilities are as follows: \n\n • Perform month end closings for parent company and 5 subsidiaries (including 2 overseas entities)\n, • Coordinate year-end review for parent company as well as several yearly audits related to union collective bargaining agreements\n, • Work with operations department to understand internal labor costs and margins on local jobs\n, • Partner with an accounting staff of 6 people including AR and AP departments\n, • Create quarterly financial statements related to bank covenants\n, • Various other responsibilities on a day-to-day basis\n\n \n Benefits: \n\n • Health plan - united health diamond plan\n, • 401K\n, • Discretionary Bonus\n, • FSA\n\n

Abacus Group is an award-winning executive search firm specializing in the permanent and temporary placement of Accounting & Finance, Administrative Support, Human Resources, Marketing and Information Technology professionals across all industries. Our diligent and personal approach has been honored by Clearly Rated’s “Best of Staffing” Award for exceptional service for the past eight years as well as Forbes' "America’s Best Recruiting Firms" for the past five years. We attribute our repeat recognition as one of Crain’s New York’s “Best Places to Work in New York City” to our familial, supportive, and transparent company culture. Founded in 1997, Abacus Group is headquartered in New York City with additional offices in Los Angeles and Florida. \n \n Responsibilities \n At Abacus Group, we’re not just building careers, we’re building futures. We’re looking for a driven, relationship-oriented professional to join our Accounting & Finance Permanent Recruitment Team in Manhattan. If you’re energized by connecting great people with great opportunities and thrive in a fast-paced, collaborative environment, this is your chance to join one of New York’s most respected executive search firms. \n \n\n • Build and maintain lasting relationships with professionals and clients across the NY Metro market\n, • Handle full-cycle recruitment and oversee job requisitions for positions ranging from Staff Accountant to CFO\n, • Gain a strong technical understanding of each position while following the client's strategic and financial parameters\n, • Research, identify, and manage client accounts through creative outreach and networking\n, • Source candidates via LinkedIn, referrals, and professional networks\n, • Conduct interviews to assess technical and cultural fit\n, • Deliver tailored recruitment solutions that exceed client expectations\n, • Negotiate offers and close deals that create lasting partnerships\n, • Stay ahead of market trends and evolving client needs\n\n \n Requirements \n\n • Bachelor's degree required\n, • 3+ years of recruiting experience running a full desk in permanent accounting recruitment required\n, • Highly organized and self-motivated; professional and mature\n, • A go-getter with a strong desire to succeed\n, • Must be a strong written and verbal communicator\n, • Creative and can think "outside of the box"\n, • Able to work in a fast-paced environment\n, • Strong knowledge of LinkedIn and other social media platforms required\n\n \n Note: This role is commission-based \n

Coda Search is partnering with a globally recognized Asset Management group that is seeking to hire a Staff Accountant in New York, NY. This is a dynamic firm that has over $50BN+ AUM that focuses on the emerging markets and global equities. This role would sit in the corporate accounting team reporting into the Assistant Controller where they would be responsible for assisting with the month-end close, preparing the financial statements, managing the GL, and assisting with the annual audit. The role would also be assisting with any cash management activities and acting as the right hand to the Assistant Controller. \n \n Responsibilities: \n\n • Assist with the month-end close preparing balance sheet reconciliations, accruals and adjusting entries\n, • Manage the GL and reconcile accounts\n, • Perform full cycle accounts payable processing/coding 50+ invoices on a weekly basis\n, • Manage all cash receipts and cash deposits\n, • Prepare schedules and work papers for balance sheet accounts\n, • Oversee a portfolio of vendors and ensure the information is accurate\n, • Assist with the annual audit and prepare any supporting documentation\n\n \n Qualifications: \n\n • Bachelors in Accounting/Finance\n, • 2+ years of accounting experience\n, • Prior experience in Asset Management or Financial Services would be a plus\n, • Excellent communication and presentation skills\n

A multi-strategy investment firm with approximately $28 billion in AUM across private equity, private credit, and real estate is looking to add a Senior Fund Accountant to its finance team. This role will support fund-level accounting and investor reporting across multiple fund vehicles, working closely with the Controller and CFO. \n \n Responsibilities: \n\n • Prepare and review quarterly and annual financial statements for fund vehicles under US GAAP\n, • Manage capital call and distribution calculations, waterfall analyses, and investor allocations\n, • Coordinate with third-party fund administrators on NAV reviews and reconciliations\n, • Support the annual audit process, including preparation of audit schedules and liaising with external auditors\n, • Assist with investor reporting, including capital account statements and quarterly reports\n, • Review partnership agreements and LPA provisions to ensure proper accounting treatment\n, • Partner with tax team on K-1 preparation and review\n, • Help evaluate and improve fund accounting processes and controls as the platform scales\n\n \n Qualifications: \n\n • 4-6 years of fund accounting experience, ideally across PE, private credit, or real estate fund structures\n, • Big 4 or national accounting firm background a plus (audit or fund services)\n, • CPA preferred, not required\n, • Strong understanding of partnership accounting, waterfall structures, and GAAP\n, • Experience with fund administrators (SS&C, Citco, Gen II, etc.) preferred\n, • Excel-strong, comfortable working with large data sets\n, • Team player who can work in a lean, fast-paced environment\n

This full-time position plays an important role in supporting the financial health and day-to-day accounting operations of our nonprofit community development organization. The Senior Accountant will work closely with our Director of Finance, program and development teams, funders, external accountants, and organizational leadership. \n Key areas of responsibility include: \n • Government, federal, and nonprofit grant accounting \n • Philanthropic and donor-funded accounting \n • General ledger and monthly financial close \n • Bank, credit card, and balance sheet reconciliations \n • Financial reporting and budget-to-actual analysis \n • Grant compliance and reporting \n • Audit preparation and regulatory filings \n • Accounts payable and receivable support \n What we're looking for: \n • Bachelor's degree in Accounting, Finance, Business Administration, or related field \n • 4–5 years of progressive accounting experience \n • Nonprofit accounting experience strongly preferred \n • Experience with grant/fund accounting and financial reporting \n • Strong knowledge of GAAP and nonprofit accounting practices \n • Strong Excel skills \n • Excellent analytical, organizational, communication, and problem-solving skills \n Salary: $70,000–$90,000 annually \n Benefits: Health insurance, PTO, short- and long-term disability, vision and dental insurance, life insurance, annual bonus, and 401(k) retirement match.

Webull is a leading digital brokerage platform built on next generation global infrastructure. At Webull, we believe that everyone should have an equal opportunity to control their own financial future. Our vision has always been to empower individual investors with the tools and resources they need to succeed financially. This commitment remains at the heart of everything we do. From low-fee trading and robust market data to advanced analytical tools, we are committed to providing a seamless, top-tier trading experience. \n \n About The Role & Team \n We’re looking for a hands-on Senior Accountant with broker-dealer experience to own complex areas of the monthly close and play a key role in audit readiness and execution. This role requires someone who can operate independently, dig into issues, and exercise sound judgment on when to resolve vs escalate. \n \n You’ll work across accounting, operations, and compliance to ensure accurate financial reporting in a regulated environment. \n \n In This Role, You Will \n Monthly Close & Accounting Operations \n\n • Own and execute key components of the monthly and quarterly close\n, • Prepare and review journal entries, account reconciliations, and variance analyses\n, • Investigate and resolve reconciliation breaks across sub-ledgers and the general ledger\n, • Ensure timely, accurate financial reporting in a multi-entity environment\n\n \n Broker-Dealer & Regulatory Accounting \n\n • Support preparation of regulatory reports (e.g., FOCUS reporting, net capital, reserve calculations)\n, • Apply understanding of broker-dealer accounting\n, • Partner with compliance and finance on regulatory requirements and changes\n\n \n Audit Support & Readiness \n\n • Serve as a primary point of contact for audit requests in assigned areas\n, • Prepare clear, well-documented support for external auditors (PBC requests)\n, • Respond to audit inquiries with timely and complete responses\n, • Identify and remediate control gaps or documentation issues\n\n \n Problem Solving & Process Improvement \n\n • Proactively identify issues during close and drive resolution\n, • Escalate risks and issues appropriately, with context and proposed solutions\n, • Improve processes, documentation, and controls to increase efficiency and reduce risk\n\n \n The Skills You Bring \n\n • 3–7+ years of accounting experience, with broker-dealer or financial services exposure\n, • Hands-on experience with monthly close and account reconciliations\n, • Direct experience supporting external audits\n, • Familiarity with SEC / FINRA reporting requirements (net capital, reserve, FOCUS)\n, • Strong Excel skills (comfortable working with large datasets)\n, • Experience with ERP systems (e.g., NetSuite, Oracle, SAP, or similar)\n, • Understanding of internal controls and audit documentation standards\n\n \n What Makes You Stand Out \n\n • Experience with crypto / digital asset accounting (custody, wallet tracking, fair value considerations)\n, • CPA (Certified Public Accountant) or active progress toward certification\n, • Series 27 (FINOP) or prior experience supporting a Financial and Operations Principal\n, • Background in a clearing firm environment or direct interaction with clearing brokers\n\n \n Why Webull? \n \n Webull is more than a fintech company—we’re a global community of innovators, collaborators, and trailblazers. Headquartered in St. Petersburg, FL, Webull operates in 16 regions worldwide, serving over 20 million users. At Webull, your ideas matter, your voice is heard, and your work makes a real impact. \n \n Investing in our people is a top priority for us, which is why we have a comprehensive benefits package that includes: \n\n • Comprehensive Health Coverage: 100% paid medical and dental insurance for employees and dependents, vision insurance, and more!\n, • Financial Support: 401(k) match, commuter benefits for NY positions, and short-term disability coverage.\n, • Work-Life Balance: Generous time off that increases with tenure, paid parental leave, personal days, sick time, volunteer days and company holidays.\n, • Wellness & Pet Care: Fitness and wellness benefits, plus pet insurance for your furry friends.\n, • Investing in Your Future: We provide tuition reimbursement to help you pursue relevant degrees, certifications, and training that align with your career goals.\n, • Dynamic Office Perks: Catered breakfast (every Monday) & lunches (every Friday), fully stocked kitchens, and monthly happy hours to connect and collaborate.\n\n \n This role is based in our NY Wall Street office (44 Wall Street, NYC), where in-person collaboration fuels growth, mentorship, and innovation. At Webull, we’re committed to fair, equitable, and transparent compensation. The base salary range is $110,000 - 165,000 annually, plus a discretionary bonus and full benefits. Final offers consider experience, location, and relevant qualifications. \n \n EEOC Statement \n Webull is an equal opportunity employer. We’re committed to building a diverse and inclusive team where all backgrounds, perspectives, and talents are valued.

Fund Accountant \n 6 months \n Open To following locations : Wall Street, New York, and New Jersey \n \n Overview \n Performs daily accounting activities in accordance with generally accepted accounting procedures, including maintenance of the general ledger and preparation of accounting statements and financial reports. Familiarity with general accounting concepts, practices, and procedures is required. \n Job Summary \n Works on a team of administrators (with some supervisory duties similar to a low senior accountant in public accounting) responsible for providing accounting, administration, financial reporting, regulatory reporting, and investor servicing to investment companies and advisers, including hedge funds, private equity funds, CLOs, and other alternative investment vehicles. \n Serves as a trusted advisor to clients by assessing changing business needs and strategies while providing expertise, tools, and information to support investment growth. Acts as the escalation point for assigned clients, directing issue resolution and process improvements to meet client needs. Proactively identifies risk-related issues through qualitative and quantitative analysis, anticipates obstacles, and implements mitigating solutions. \n Reviews accounting records and financial statements for audit and tax purposes, documents accounting treatment for unusual investment types, and oversees complex expense allocations, incentive fee calculations, and reconciliation items. \n Responsibilities \n\n • Supervise and support a team of fund administrators responsible for accounting and investor servicing.\n, • Provide accounting, administration, financial reporting, and regulatory reporting services for alternative investment funds.\n, • Serve as the primary escalation point for client issues and oversee issue resolution.\n, • Assess client needs and recommend operational improvements and strategic solutions.\n, • Review accounting records, financial statements, and supporting documentation for audit and tax reviews.\n, • Establish accounting principles for complex investment types.\n, • Process and review complex expense allocations, incentive fee calculations, and reconciliations.\n, • Identify operational and risk-related issues and implement appropriate controls and solutions.\n\n Basic Qualifications \n\n • Bachelor's degree in Accounting, Finance, or a related field, or equivalent experience.\n, • 2–4 years of experience in the alternative investments industry at a fund, fund administrator, or Big Four/Mid-size public accounting firm performing fund audits.\n\n Preferred Skills & Experience \n\n • Working knowledge of Microsoft Office products.\n, • Basic knowledge of Advent applications preferred.\n, • Knowledge of the Confluence financial reporting platform preferred.\n, • General understanding of portfolio accounting and the investment management industry.\n, • Excellent verbal and written communication skills.\n, • Strong organizational, leadership, and team collaboration skills.\n, • CPA preferred.\n\n \n Disclaimer: \n Russell Tobin is a leading minority-owned professional and technical recruitment and staffing advisory organization. We are comprised of specialized practices focusing on a variety of skill sets and industries. Having a depth and breadth of industry expertise, our subject matter experts are able to provide tailored and swift sourcing solutions to fulfill client hiring needs. In other words, we connect top talent with companies. We are the staffing arm of the Pride Global network, a minority-owned integrated human capital solutions firm, with additional offerings in vendor management, payroll programs, and business process optimization. \n \n Russell Tobin offers eligible employee’s comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance and employee discounts with preferred vendors. \n \n Equal Employment Opportunity \n Russell Tobin is an equal opportunity employer. We do not discriminate on the basis of the race, religious creed, color, national origin, ancestry, physical disability, mental disability, reproductive health decision making, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, veteran or military status, or any other characteristic protected by applicable federal, state, or local law. \n \n Fair Chance Employment \n Russell Tobin is a Fair Chance employer. We consider all qualified applicants, including those with criminal histories, in a manner consistent with applicable state and local Fair Chance laws and ordinances, including, the California Fair Chance Act and all applicable local Fair Chance ordinances. \n \n Accommodations \n We are committed to providing reasonable accommodations to applicants and employees with disabilities. If you require a reasonable accommodation to participate in the application or interview process, or to perform the essential functions of this role, please contact us. \n \n Only applicable for San Francisco Candidates: Under the San Francisco Lactation in the Workplace Ordinance, we will provide written notice of lactation accommodation rights, and this notice will automatically be given upon hiring, any inquiry of parental leave or lactation accommodation.

JOB SUMMARY \n We are seeking a Transaction Advisory Services Manager (TAS) to lead financial due diligence (FDD) and M&A advisory engagements. This role is ideal for experienced professionals who thrive in fast-paced deal environments and are skilled in analyzing financial statements, assessing transaction risks, and advising clients through mergers, acquisitions, and divestitures. You will play a key role in driving successful transactions for private equity firms, corporate clients, and investment banks. \n \n JOB DESCRIPTION \n\n • Manage buy-side and sell-side financial due diligence engagements for M&A transactions\n, • Assess quality of earnings (QoE), working capital adjustments, and cash flow trends to evaluate deal risks\n, • Analyze financial statements, revenue models, and business operations to identify potential red flags\n, • Lead the preparation of financial reports, executive summaries, and key transaction insights\n, • Develop and review financial models, valuation assessments, and sensitivity analyses\n, • Serve as the primary client contact, ensuring exceptional communication and advisory support\n, • Collaborate with investment bankers, private equity firms, and corporate executives to structure deals\n, • Train, mentor, and supervise junior professionals, fostering a strong transaction advisory team\n, • Support post-transaction integration by analyzing financial structures and deal synergies\n\n \n Supervisory responsibilities \n\n • Daily supervision of fellow TAS staff members\n, • Will participate in performance review process\n\n \n Work environment \n\n • Work is conducted in a professional office environment with minimal distractions\n\n \n Physical demands \n\n • Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time\n, • Must be able to lift up to 15 pounds at a time\n\n \n Travel required \n\n • Travel may be frequent and unpredictable, depending on client’s needs\n\n \n Required education and experience \n\n • Bachelor’s degree in Accounting and/or Finance with strong academic performance\n, • 4 – 6+ years of audit / corporate finance / transaction advisory service experience\n\n \n Preferred education and experience \n\n • Certified Public Accountant (“CPA”) designation\n\n \n Other duties \n Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. \n \n For job postings in our New York locations, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity. This range considers many factors, including but not limited to a candidate’s knowledge, job specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $130,000 to $180,000. \n \n WHO WE ARE \n UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients’ business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. \n \n WHAT WE OFFER \n POSITIVE WORK ENVIRONMENT \n Enjoy a collaborative and supportive work environment where teamwork is valued. \n \n ATTRACTIVE COMPENSATION PACKAGES \n Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. \n \n COMPREHENSIVE BENEFIT PACKAGE \n Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

Role Description \n The Family Office Tax and Trust Accountant is a full-time, on-site role based in New York, NY. \n \n Responsibilities \n\n • Prepare federal and state trust tax returns and annual trust accountings.\n, • Manage trust administration, including quarterly distributions and trustee fees.\n, • Review trust documents.\n, • Prepare gift, individual, foundation, corporate, and partnership tax returns.\n, • Prepare required 1099 forms.\n, • Prepare extensions and estimated tax payments.\n, • Support investment accounting, accounts payable, and receivable.\n, • Assist with annual audits for The Clark Estates and related foundations.\n, • Analyze general ledger, post journal entries, and maintain accounts.\n, • Prepare year-end workpapers and financial statements.\n, • Address tax, accounting, and business inquiries.\n, • Respond to IRS and state/local tax notices.\n, • Improve and implement firm processes and procedures.\n\n \n Qualifications \n\n • BS/BBA in Accounting is required.\n, • Trust tax preparation experience is required.\n, • Tax preparation experience is required.\n, • 3-5 years of experience in public accounting is preferred.\n, • CPA and/or EA preferred.\n, • Advanced knowledge of Microsoft Excel is preferred.\n, • Experience with accounting and tax preparation software required.\n, • Great attention to detail and communication skills.\n, • Team player with positive attitude.\n

Our client is an investment manager located in New York. They are currently seeking a Senior Accountant to join their team. \n \n The team manages all aspects of fund operations and finance, including financial accounting for complex investment structures, valuations, cash management, waterfalls and distributions, performance reporting, tax analysis and reporting, management reporting, fundraising deliverables and other investor communications. \n \n Responsibilities: \n\n • Financial reporting: monthly, quarterly and annual financial reports, footnotes including FiHi and valuation disclosures\n, • Operations: cash management, capital calls, deal funding, credit facilities, distributions, waterfalls\n, • Support work-flow and coordinate various deliverables among service providers\n, • Perform detailed review of investor deliverables\n, • Manage and respond to investor queries\n, • Support audit process and deliverables\n, • Review administrator’s accounting for investment structures and LP side letters\n, • Support tax efforts, review tax workpapers/allocations and K-1 and tax returns\n, • Manage related party payable/receivables, coordinate with management company team for fund expenses, assist with invoice processing\n, • Assist valuation process\n, • Update fund models for historical activity and stress test for potential transactions\n, • Calculate investment and fund performance (gross and net IRR)\n, • Assist with fundraising deliverables, review quarterly newsletters and other LP presentations (prepare portfolio analysis, performance, cash flows)\n\n \n Qualifications: \n\n • Candidates must have a bachelor’s degree\n, • 2-4 years of relevant public accounting or fund accounting experience\n, • Licensed CPA or parts of exam passed\n, • Excellent professional and academic track record\n, • Exceptional business analytic and quantitative skills\n, • Strong written and verbal communication skills\n, • Impeccable integrity, work ethic and commitment\n, • A team player who is self-motivated, collaborative, and entrepreneurial\n\n

★★ JAPANESE-ENGLISH BILINGUAL REQUIRED | Multiple Positions Available Across the U.S. and Japan! ★★ \n New York, California, the U.S. Midwest, Japan, and more \n Japanese-English bilingual proficiency is required for all positions. \n Please review the opportunities below and let us know which position interests you. \n Positions 1 through 4 are based in the United States, while Positions 5 through 7 are based in Japan. \n ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ \n ▼▼Position 1: PM / PMO / Business Analyst (Financial Services)▼▼ \n • Location: New York Area (Hybrid / On-site) \n ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ \n Compensation: $100K–$150K+ annually \n We are seeking experienced Project Managers, PMO professionals, and Business Analysts to support technology and business transformation initiatives for a leading financial services client. \n Responsibilities: \n • Manage and coordinate business and IT projects \n • Gather and document business requirements \n • Facilitate communication among stakeholders \n • Support project planning, reporting, and governance activities \n • Collaborate with cross-functional teams in a global environment \n Qualifications: \n • Experience as a PM, PMO, BA, or related role \n • Strong communication and stakeholder management skills \n • Experience in financial services is a plus \n • Bilingual Japanese/English \n Work Authorization: \n Candidates with or without current U.S. work authorization are welcome to apply. Visa sponsorship may be considered for qualified candidates. \n ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ \n ▼▼Position 2: PM / ERP Consultant (SAP S/4HANA) / MES Consultant / Network Engineer▼▼ \n • Location: U.S. Midwest (Hybrid / On-site) \n ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ \n Compensation: $100K–$150K+ annually \n We are seeking experienced technology professionals to support large-scale ERP, MES, infrastructure, and digital transformation initiatives for manufacturing clients. \n Responsibilities: \n • Lead or support ERP and MES implementation projects \n • Gather business requirements and coordinate stakeholders \n • Design, implement, and support network infrastructure \n • Collaborate with business users, vendors, and technical teams \n • Participate in project planning, testing, deployment, and support \n Qualifications: \n • Experience in ERP, MES, project management, or network engineering \n • Manufacturing industry experience is a plus \n • Strong problem-solving and communication skills \n • Bilingual Japanese/English \n Work Authorization: \n Candidates with or without current U.S. work authorization are welcome to apply. Visa sponsorship may be considered for qualified candidates. \n ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ \n ▼▼Position 3: IT Help Desk / IT Manager / IT Director▼▼ \n • Location: West Coast (California and surrounding areas) \n ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ \n Compensation: $100K–$150K+ annually \n We are seeking IT professionals ranging from IT Help Desk Specialists to IT Managers and IT Directors to support end-user services, infrastructure operations, cybersecurity, and IT leadership initiatives. \n Responsibilities: \n • Provide end-user technical support and troubleshooting \n • Support Microsoft 365, networking, and endpoint management \n • Manage IT infrastructure, vendors, and projects \n • Develop and execute IT strategies aligned with business objectives \n • Lead and mentor technical teams (Manager/Director level) \n Qualifications: \n • Experience in IT support, systems administration, infrastructure, or IT management \n • Strong customer service and communication skills \n • Experience with Microsoft technologies is preferred \n • Bilingual Japanese/English \n Work Authorization: \n Candidates with or without current U.S. work authorization are welcome to apply. Visa sponsorship may be considered for qualified candidates. \n ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ \n ▼▼Position 4: Japanese Bilingual Accountant▼▼ \n • Accountant / Senior Accountant \n • Location: Torrance, CA (Hybrid / Full Remote may be considered) \n • Employment Type: Full-time \n • Compensation: $60,000–$100,000 annually (Depending on Experience and Position Title) \n ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ \n We are seeking an experienced Japanese-English Bilingual Accountant / Senior Accountant to join an accounting firm in Torrance, California. \n The ideal candidate will have approximately 5+ years of accounting experience and hands-on experience with QuickBooks Online (QBO). Depending on experience and qualifications, candidates may be considered for a Senior Accountant position. \n Responsibilities: \n • Perform daily accounting operations using QuickBooks Online (QBO) \n • Manage Accounts Receivable (AR) and Accounts Payable (AP) \n • Perform bank and credit card reconciliations \n • Support month-end and year-end closing processes \n • Prepare and review financial reports \n • Process invoices, payments, expenses, and related transactions \n • Maintain accounting records and supporting documentation \n • Coordinate with internal teams, management, external accountants, and tax professionals \n • Support other accounting and administrative functions as required \n Qualifications: \n • Approximately 5+ years of accounting experience \n • Hands-on experience with QuickBooks Online (QBO) \n • Bilingual proficiency in Japanese and English \n • Solid understanding of basic accounting principles \n • Experience with AP, AR, bank reconciliations, and month-end closing \n • Strong accuracy and attention to detail \n • Ability to work independently \n • Strong communication and interpersonal skills \n Preferred: \n • Accounting experience with Japanese companies in the U.S. \n • Experience with U.S. accounting practices \n • Proficiency in Microsoft Excel \n • Senior Accountant or comparable experience \n ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ \n Positions 5 through 7 are based in Tokyo, Japan. \n ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ \n ▼▼【Position 5】 SAP S/4HANA Project Manager – Manufacturing & Finance▼▼ \n Location: Tokyo \n Annual Salary: JPY 12,000,000 \n We are seeking an experienced Project Manager to lead an SAP S/4HANA implementation across multiple manufacturing sites, covering Manufacturing, Supply Chain, and Finance/Accounting. \n Key Responsibilities: \n • Lead SAP S/4HANA implementation and multi-site rollouts \n • Manage scope, schedule, budget, resources, risks, and stakeholders \n • Coordinate Business, Finance, IT, global teams, and System Integrators \n • Lead Testing, Cutover, Go-Live, and Hypercare \n • Coordinate SAP FI/CO integration with MM, SD, PP, and other modules \n Requirements: \n • 6+ years of IT Project / Program Management experience \n • SAP S/4HANA Project Manager or Delivery Lead experience \n • SAP experience in Manufacturing, Supply Chain, or Finance/Accounting \n • Knowledge of SAP FI/CO and key financial processes \n • Experience managing multiple SAP workstreams and locations \n • Working knowledge of SAP Activate \n • PMP, PRINCE2, or equivalent certification \n • Business-level or higher Japanese and English \n Preferred: \n • SAP experience with Japanese manufacturing companies \n • SAP FI/CO and global template rollout experience \n • Knowledge of Batch/Lot Management, Traceability, SAP Digital Manufacturing, BTP/Clean Core, or SAP Analytics Cloud \n • Discrete Manufacturing experience (Electronics, Automotive, Precision Components, etc.) \n On-site work at manufacturing locations in Japan may be required. \n ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ \n ▼▼【Position 6】 Bilingual Project Manager (PM) / PMO – Japanese & English▼▼ \n ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ \n Location: Tokyo \n Annual Salary: JPY 12,000,000 \n Duration: 6 months–1 year, with possible extension \n Position Overview \n We are seeking a bilingual Project Manager / PMO to manage IT projects and coordinate Japanese and international stakeholders across Japan, the U.S., Asia, and other regions. \n Key Responsibilities: \n • Manage domestic and international IT projects, including schedule, progress, quality, and cost \n • Coordinate between Japanese stakeholders and overseas teams \n • Facilitate meetings in Japanese and English \n • Prepare project documentation, reports, and meeting minutes \n • Manage issues, risks, and escalations \n • Coordinate vendors and cross-functional stakeholders \n • Support projects as a PMO or lead projects as a PM \n Requirements: \n • 4–5+ years of PM or PMO experience in IT projects \n • Business-level Japanese and English \n • Experience coordinating multiple stakeholders \n • Basic understanding of IT infrastructure, system development, or digital projects \n • Eligible to work in Japan (visa support may be discussed if needed) \n Preferred: \n • Global or cross-border project experience \n • Experience working with multinational organizations or overseas offices \n • PMP or similar certification \n • Understanding of Agile and Waterfall methodologies \n Working Hours: 9:00–17:00, excluding lunch; overtime compensated separately \n ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ \n ▼▼【Position 7】 Bilingual IT Engineer – Japanese & English▼▼ \n ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ \n Location: Tokyo \n Annual Salary: JPY 4,000,000–6,000,000 \n We are seeking a bilingual IT Engineer with 2–4 years of IT experience to support IT operations in a global environment. \n Key Responsibilities: \n • Provide end-user IT support and troubleshooting \n • Support Windows PCs, Microsoft 365, user accounts, and peripherals \n • Handle account setup, permissions, password resets, and onboarding/offboarding \n • Troubleshoot network, Wi-Fi, VPN, hardware, and software issues \n • Coordinate with IT teams and vendors and maintain IT documentation \n Requirements: \n • 2–4 years of IT Support, Helpdesk, Desktop Support, Infrastructure, or related experience \n • Knowledge of Windows, Microsoft 365, networks, and IT troubleshooting \n • Business-level Japanese and English \n • Strong communication and customer support skills \n • Eligible to work in Japan \n Preferred: \n • Experience in a bilingual/international environment \n • Microsoft 365 administration or Microsoft Entra ID experience \n • Knowledge of TCP/IP, DNS, DHCP, VPN, and Wi-Fi \n • PC deployment or IT asset management experience

A leading global alternative investment manager is seeking a Fund Accountant/Senior Fund Accountant to join its team. The ideal candidate will be technically oriented and an inquisitive problem solver with experience in alternative asset management, financial reporting, and financial controls. This role offers exposure to complex investment structures, private investments, SPVs, regulatory requirements, and accounting operations within a sophisticated and fast-paced investment management environment. \n \n Responsibilities \n \n\n • Prepare and review internal and external financial reporting, maintaining accurate books and records with an emphasis on private investments and domestic and international SPVs.\n, • Support the processing and oversight of operating and investment-related activity in accordance with established policies and procedures.\n, • Act as a technical accounting resource, providing guidance and expertise to teams across the organization.\n, • Execute core fund accounting activities, including daily, monthly, and quarterly reconciliations, valuation reporting, capital activity, break resolution, and review of NAV packages.\n, • Support accounting for subsidiaries and complex structures, including consolidation matters and the assessment of new accounting guidance impacting funds and portfolio investments.\n, • Oversee third-party administrators and other service providers, monitoring deliverables and investigating issues to ensure the integrity and accuracy of financial information.\n, • Evaluate financial data and reporting processes to identify opportunities to improve efficiency, transparency, and the timeliness of information provided to management.\n, • Maintain accurate and consistent daily and period-end reporting across financial systems and ensure key deliverables are completed on a timely basis.\n, • Partner closely with Middle Office, Tax, and other internal teams to review and process fund transactions, investigate discrepancies, and resolve outstanding items.\n, • Analyze how transaction and amendment data flows through various systems and recommend enhancements to processes, controls, and technology.\n, • Apply experience with the audit of Level 1, Level 2, and Level 3 investments, including assessing valuation methodologies, models, inputs, and key management assumptions.\n, • Perform and review investment performance and attribution analyses, including complex IRR and waterfall calculations.\n\n

Coda Search is partnering with a high-growth global technology company that recently completed its Series D and is scaling rapidly across new markets. Backed by strong investors and fueled by innovation, the company is transforming its industry. \n \n The team is seeking a Staff Accountant to join the core finance group, gaining hands-on exposure across corporate accounting, cash management, and financial operations. This role is integral to supporting the company’s continued growth and offers the opportunity to develop within a fast-paced, highly collaborative tech environment. \n \n Key Responsibilities \n\n • Support month-end close, including accruals, reconciliations, and journal entries.\n, • Assist with fixed asset schedules, depreciation, and amortization.\n, • Process and review invoices with accurate coding, documentation, and approvals.\n, • Support daily cash management and maintain weekly cash activity reports.\n, • Research vendor discrepancies and coordinate with internal/external partners.\n, • Assist with AR collections and account reconciliations.\n, • Help prepare audit schedules and implement process improvements as the company scales.\n, • Provide analytical and administrative support to accounting and finance leadership.\n\n \n Qualifications \n\n • Bachelor’s degree in Accounting or Finance.\n, • 2+ years of accounting experience (public or private); high-growth or fast-paced experience is a plus.\n, • Strong Excel skills (VLOOKUPs, pivot tables).\n, • Solid understanding of GAAP and general ledger accounting.\n, • Highly organized with excellent attention to detail.\n, • Proactive, collaborative, and adaptable in a dynamic environment.\n

Client Overview Our client is a growing and forward-thinking organization committed to financial excellence and operational integrity. Their team values collaboration, innovation, and continuous improvement. They are looking for a Staff Accountant to join their company where your skills are appreciated and your career development is supported.\n \n Salary/Hourly Rate $55k - $80k Annually (Depending on experience and qualifications)\n \n Position Overview The Staff Accountant will play a key role in supporting the day-to-day accounting operations, including journal entries, reconciliations, and financial reporting. This position requires strong analytical skills, attention to detail, and a solid understanding of accounting principles. The ideal candidate is proactive, organized, and eager to contribute to a high-performing finance team.\n \n Responsibilities Of The Staff Accountant \n\n • Prepare and post journal entries and maintain general ledger accounts.\n, • Assist with month-end and year-end close processes.\n, • Reconcile bank statements and other balance sheet accounts.\n, • Support accounts payable and accounts receivable functions as needed.\n, • Assist in preparing financial statements and internal reports.\n, • Maintain fixed asset records and depreciation schedules.\n, • Ensure compliance with GAAP and internal accounting policies.\n, • Collaborate with external auditors and provide necessary documentation.\n, • Participate in process improvement initiatives and special projects. \nRequired Experience/Skills For The Staff Accountant \n\n • 2+ years of accounting experience, preferably in a corporate or public accounting environment.\n, • Proficiency in accounting software (e.g., QuickBooks, NetSuite, SAP, Oracle).\n, • Strong Excel skills and familiarity with Microsoft Office Suite.\n, • Excellent attention to detail and organizational skills.\n, • Ability to work independently and meet deadlines.\n, • Strong communication and problem-solving abilities.\n, • Knowledge of GAAP and financial reporting standards. \nEducation Requirements \n\n • Bachelor’s degree in Accounting, Finance, or a related field is required.\n, • CPA or CPA eligibility is a plus. \nBenefits \n\n • Atrium Care Package available, upon eligibility (including healthcare plans, discount programs, and paid time off). \n

One of the hottest digital media companies in Manhattan is GROWING! This client is a repeat customer and we've worked with the founders for years. We also staffed most of the current department, including the direct coworkers for this position. \n \n The company is looking for a strong Sr. Accountant to report to the public/private CPA Accounting Manager we placed a year and a half ago. The Senior Accountant will work on a variety of general accounting duties, and some financial planning and analysis. \n \n Located near Midtown just blocks from Penn Station, this job is a hybrid position requiring ~2 days a week in the office. They offer top compensation, excellent benefits and unlimited career growth! \n \n Senior Accountant responsibilities include reconciling account balances and bank statements, maintaining general ledger and performing month-end close procedures. This role will support the finance team activities and assist in supporting the financial reporting requirements and analysis of the company. A successful Senior Accountant combines excellent attention to detail and thorough knowledge of accounting principles to analyze financial reports and forecasts. \n \n Qualifications \n\n • BS in Accounting and 3+ years of relevant experience; Big 4 CPA or large public accounting experience strongly preferred\n, • Experience with general ledger functions and the month-end/year-end close process\n

Webull is a leading digital brokerage platform built on next generation global infrastructure. At Webull, we believe that everyone should have an equal opportunity to control their own financial future. Our vision has always been to empower individual investors with the tools and resources they need to succeed financially. This commitment remains at the heart of everything we do. From low-fee trading and robust market data to advanced analytical tools, we are committed to providing a seamless, top-tier trading experience. \n \n About The Role & Team \n We're looking for a results-driven, self-motivated, and forward-thinking accountant with broker-dealer accounting experience to join our growing Finance organization. This role will support the monthly, quarterly, and annual financial reporting functions for our U.S. Broker Dealer and other U.S. subsidiaries, ensuring compliance with U.S. GAAP and other regulatory reporting requirements. This is a highly visible role with direct ownership over the close process, financial reporting, and internal controls across multiple affiliated entities. \n \n In This Role, You Will \n Manage all aspects of the monthly closing process for multiple affiliated entities, including: \n\n • Daily review and approval of journal entries posted to Oracle, the Company's ERP system.\n, • Daily review and approval of bank reconciliations.\n, • Management of the accounts payable and accounts receivable functions, ensuring timely vendor payments and collection of outstanding receivables.\n, • Review and approval of all reconciliations, intercompany expense allocations, month-end closing entries and adjustments, and variance analysis, including identification of the reasons behind material changes.\n, • Preparation of month-end Balance Sheet, P&L, Member's Equity, and Cash Flow statements.\n, • Continuous assessment of the closing process to identify opportunities for efficiency and automation, and implementation of necessary improvements.\n, • Prepare and analyze financial forecasts, budgets, and other internal financial reports.\n, • Develop, train, and manage accounting staff, with an emphasis on creating efficiencies in policies and processes and building an effective structure that supports the team's continued personal and professional growth.\n, • Research, document, and analyze new and existing accounting pronouncements to assess any impact on the firm's reporting requirements.\n, • Develop, implement, and maintain compliance with internal controls, including documentation, testing, and remediation of any identified deficiencies.\n, • Serve as a liaison with internal and external auditors, tax accountants, and regulatory examination teams.\n\n \n The Skills You Bring \n\n • 6–10 years of experience in broker-dealer accounting.\n, • Bachelor's degree (or higher) in Accounting or Finance.\n, • CPA License (Certified Public Accountant).\n, • Strong working knowledge of U.S. GAAP.\n, • Proven experience managing monthly, quarterly, and annual close processes across multiple entities.\n, • Experience developing and mentoring accounting staff.\n\n \n What Makes You Stand Out \n\n • Experience with Oracle.\n, • Public Accounting/Audit background.\n, • Public Company Accounting & SOX Compliance experience.\n\n \n Why Webull? \n \n Webull is more than a fintech company—we’re a global community of innovators, collaborators, and trailblazers. Headquartered in St. Petersburg, FL, Webull operates in 14 regions worldwide, serving over 20 million users. At Webull, your ideas matter, your voice is heard, and your work makes a real impact. \n \n Investing in our people is a top priority for us, which is why we have a comprehensive benefits package that includes: \n\n • Comprehensive Health Coverage: 100% paid medical and dental insurance for employees and dependents, vision insurance, and more!\n, • Financial Support: 401(k) match, commuter benefits for NY positions, and short-term disability coverage.\n, • Work-Life Balance: Generous time off that increases with tenure, paid parental leave, personal days, sick time, volunteer days and company holidays.\n, • Wellness & Pet Care: Fitness and wellness benefits, plus pet insurance for your furry friends.\n, • Investing in Your Future: We provide tuition reimbursement to help you pursue relevant degrees, certifications, and training that align with your career goals.\n, • Dynamic Office Perks: Catered breakfast (every Monday) & lunches (every Friday), fully stocked kitchens, and monthly happy hours to connect and collaborate.\n\n \n This role is based in our New York Office (44 Wall Street), where in-person collaboration fuels growth, mentorship, and innovation. At Webull, we’re committed to fair, equitable, and transparent compensation. The base salary range is $150,000 - $185,000 annually, plus a discretionary bonus and full benefits. Final offers consider experience, location, and relevant qualifications. \n \n EEOC Statement \n Webull is an equal opportunity employer. We’re committed to building a diverse and inclusive team where all backgrounds, perspectives, and talents are valued.

Coda Search is partnering with a $50BN+ asset management firm headquartered in NYC that has experienced significant growth over the past several years. The firm is seeking to add a Senior Fund Accountant to its expanding finance team. In this role, you will oversee a portfolio of funds while working closely with an outsourced fund administrator to ensure accurate reporting and fund operations. \n \n The position will involve preparing valuation reports, analyzing fund activity, and supporting key processes such as capital calls, distributions, and the annual audit. This is an excellent opportunity to join a high-performing investment firm offering strong benefits, broad exposure across the fund lifecycle, and a clear path toward leadership within the finance team. \n \n Key Responsibilities \n\n • Manage accounting and reporting for a portfolio of investment funds.\n, • Review and oversee work prepared by third-party fund administrators to ensure accuracy and completeness.\n, • Prepare and review fund valuation reports and analyze underlying fund activity.\n, • Support capital call and distribution processes for investors.\n, • Assist with the preparation of financial statements and support the annual audit process.\n, • Monitor fund activity and performance while ensuring proper documentation and reporting.\n, • Work cross-functionally with internal teams and external service providers to maintain accurate fund operations.\n\n \n Qualifications \n\n • Bachelor’s degree in Accounting or Finance.\n, • 3+ years of fund accounting experience.\n, • Prior experience within financial services, asset management, or private equity.\n, • Strong analytical and problem-solving skills.\n, • Advanced Excel skills.\n

Senior Grants Accountant – Temp-to-Perm \n Location: New York, NY 10017 \n Schedule: Monday–Friday, 9:00 AM–5:00 PM (37.5 hours/week) \n Work Arrangement: Hybrid – 2 days onsite / 3 days remote \n Compensation: $50/hour - $58/hour | $100,000–$105,000 upon conversion \n \n About the Opportunity: \n Our client, a well-established nonprofit healthcare organization in New York City, is seeking a Grants Accountant to join their accounting team. This is a great opportunity for an experienced accounting professional with strong grants experience who is looking for a role with the potential to become permanent. \n \n The ideal candidate will have hands-on experience with grant accounting, government/federal grants, month-end close, and general accounting. Federal Medicaid grant experience is highly preferred. \n \n Key Responsibilities: \n\n • Support the full month-end close process\n, • Review payroll reports, expenses, and General Ledger activity\n, • Prepare journal entries, reclassifications, and account reconciliations\n, • Prepare invoices and support grant billing and reimbursement\n, • Manage A/R and revenue recognition\n, • Monitor grant spending and ensure compliance with grant requirements\n, • Reconcile grant accounts and review financial activity\n, • Support grant budgets, budget modifications, reporting, and audits\n, • Review and approve invoices as needed\n, • Work with internal teams to ensure accurate grant financial reporting\n, • Apply FTE calculations and other grant-specific requirements\n\n \n Qualifications: \n\n • 5+ years of grants accounting experience\n, • Federal or government grant experience highly preferred\n, • Nonprofit accounting experience preferred\n, • Strong understanding of grant billing, reimbursement, revenue recognition, and compliance\n, • Medicaid Grant Experience\n, • Experience with journal entries, reconciliations, A/R, debits/credits, and reclassifications\n, • Strong Excel and accounting systems experience\n, • Workday experience is a plus\n, • NYC and/or New York State grant experience is a plus\n, • Strong attention to detail and ability to manage multiple deadlines\n\n \n Why Consider This Opportunity? \n\n • Temp-to-perm opportunity with strong potential for conversion\n, • Hybrid work schedule\n, • Established nonprofit healthcare organization\n, • Opportunity to work across both grants and general accounting\n, • Collaborative team environment\n\n \n Interview Process: \n\n • Video interview\n, • Background check\n, • ASAP start for the selected candidate\n\n \n For a quicker response, please submit your resume to jcanabal@ascendo.com

Senior Accountant\n \n Location: New York City\n \n Reports To: Chief Financial Officer\n \n \nPosition Overview\n \n \nA growing alternative investment management firm is seeking a highly motivated and detail-oriented Senior Accountant to join its finance and accounting team.\n \n \nReporting directly to the Chief Financial Officer, this individual will support both private credit fund accounting and management company accounting. The role offers broad exposure across investment vehicles and the management company, including financial reporting, investor reporting, cash management, budgeting, liquidity forecasting, and operational initiatives.\n \n \nThe ideal candidate has experience or exposure within alternative investments, partnership accounting, or investment accounting and is comfortable working in a fast-paced, entrepreneurial environment with direct access to senior leadership.\n \n \nKey Responsibilities\n \n \nFund Accounting & Operational Support\n \n \n\n • Coordinate with third-party fund and loan administrators, auditors, and tax providers\n, • Maintain loan accrual schedules and reconcile activity to administrator records\n, • Assist with monthly and quarterly investor reporting\n, • Support quarterly valuation processes\n, • Assist with capital calls, distributions, and performance calculations\n, • Maintain fund and portfolio track-record reporting \nManagement Company Accounting\n \n \n\n • Support monthly close and financial reporting processes\n, • Assist with budgeting and variance analysis across revenue and operating expenses\n, • Support cash forecasting and short-term liquidity planning\n, • Assist with compliance-related accounting and operational activities in partnership with external providers \nProcess Improvement & Strategic Support\n \n \n\n • Help develop and enhance accounting processes, internal controls, and reporting workflows\n, • Support technology, automation, and accounting process improvement initiatives\n, • Partner cross-functionally with investment, compliance, investor relations, and operations teams\n, • Participate in system implementations, strategic finance projects, and ad hoc analyses \nQualifications \n\n • Bachelor’s degree in Accounting, Finance, or a related field\n, • 4+ years of accounting experience, preferably within alternative investments, asset management, private credit, or a related financial services environment\n, • Understanding of GAAP, partnership accounting, and investment accounting concepts\n, • Familiarity with management company accounting and operating entity financials\n, • Advanced Microsoft Excel skills \nPreferred Profile \n\n • Strong analytical and problem-solving skills\n, • Excellent attention to detail and organizational capabilities\n, • Ability to independently manage multiple priorities and deadlines\n, • Strong written and verbal communication skills\n, • Comfortable interacting directly with senior leadership\n, • Entrepreneurial mindset with a willingness to take ownership and operate in a hands-on environment \n

Senior Accountant (Hedge) is responsible for ensuring timely and accurate NAV calculations, Investor allocations, preparation of financial and investor statements and communication with clients throughout the accounting process. The Senior Accountant (Hedge) will act as a mentor and resource for staff accountants to ensure that the day-to-day work and deadlines are completed as scheduled. This position will require regular interaction with clients, team members and management. \n \n Responsibilities \n\n • Process portfolio activity and perform reconciliations to broker/custodian/counterpart and/or client;\n, • Process account activity, performance, and trial balance reporting for clients’ funds/accounts;\n, • Process investor allocations and fees according to fund governing documents;\n, • Communicate with clients, custodians, third parties, and various levels of management;\n, • Review of correspondence with client to address inquiries as needed;\n, • Maintain a controlled operating environment in conjunction with company’s internal controls;\n, • Indicate knowledge of investment vehicles commonly used by clients;\n, • Prepare/review moderate to complex incentive fee calculations and management fee calculations;\n, • Participates in client audit engagement;\n, • Assist in the development and training of new team members as required;\n, • Coordination and completion of special projects as directed by the client or as directed by management as assigned;\n, • Assist with new client onboarding;\n, • Indicate thorough comprehension of relevant fund documentation; and\n, • Review fund accountants’ funds and NAVs for accuracy and appropriate documentations.\n\n \n Qualifications \n\n • 3 – 5+ years’ (relevant) experience in Accounting, Finance or related field preferred;\n, • Minimum of a Bachelor’s Degree in Accounting or related field;\n, • Advanced degree (MBA or MSA) in Accounting or related field strongly preferred;\n, • Certified Public Accountant (CPA) license is strongly preferred.\n, • Proficient in Microsoft Office Suite with knowledge of HedgeTek or other partnership accounting software and HFPM or other portfolio accounting software a plus;\n, • Ability to multitask, time management, attention to detail, planning and problem-solving skills required;\n, • Ability to communicate and interact professionally and effectively through written and oral communication with current and potential clients;\n, • Ability to work in a fast-paced environment and handle/manage multiple team and individual priorities and deadlines.\n\n