Trabajos financial accountant en Ossining, New YorkCrear alertas

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.

Job Description Position Summary The Controller is responsible for directing and overseeing all accounting operations of the company's domestic and international business while ensuring the accuracy, integrity, and timeliness of financial reporting. This position provides leadership for all accounting functions, including financial reporting, budgeting, cash flow management, inventory accounting, payroll, external audits, and financial compliance. This role supervises accounting personnel across four locations and ensures timely and accurate financial reporting for consolidated global operations. Essential Duties and Responsibilities Financial Management • Oversee all accounting operations for four domestic and international locations., • Prepare accurate and timely monthly, quarterly, and annual financial statements., • Manage the monthly financial close process and ensure established deadlines are consistently achieved., • Perform and review complete monthly reconciliations of all general ledger accounts with supporting documentation., • Maintain the integrity of the Company's accounting records and financial reporting., • Analyze financial results, identify trends, and provide recommendations to executive leadership., • Assist with the development of annual budgets and financial forecasts., • Prepare and monitor cash flow projections. Inventory & Manufacturing Accounting • Oversee inventory accounting, reconciliation, and manufacturing batch processes., • Ensure accurate inventory valuation and costing., • Partner with the Inventory Supervisor to maintain inventory accuracy and resolve Epicor system setup issues., • Recommend improvements to inventory controls and financial reporting processes. Payroll Administration • Maintain payroll records and perform all required payroll reconciliations. International Accounting • Supervise accounting functions for multiple global locations., • Coordinate the preparation of consolidated financial statements., • Ensure consistency and accuracy of financial reporting across all business units. Audit & Compliance • Coordinate all external financial audits., • Prepare audit schedules and supporting documentation., • Ensure compliance with Generally Accepted Accounting Principles (GAAP), internal controls, and Company policies., • Maintain strong financial controls to safeguard Company assets. Systems & Process Improvement • Recommend and implement improvements to accounting procedures and internal controls., • Lead the implementation and enhancement of accounting systems and financial reporting tools., • Maximize the effectiveness of Epicor ERP., • Develop automated reporting and exception-monitoring processes to improve financial accuracy and operational efficiency. Leadership • Supervise, mentor, and develop accounting staff across multiple locations., • Establish departmental priorities and ensure timely completion of all accounting responsibilities., • Foster a culture of accountability, accuracy, collaboration, and continuous improvement., • Build strong working relationships with employees at all levels of the organization, from hourly production employees to executive leadership. Qualifications Education • Bachelor's Degree in Accounting or Finance required., • Certified Public Accountant (CPA) preferred. Experience • Minimum of 8–10 years of progressive accounting management experience., • Minimum of 5 years of Epicor ERP experience., • Manufacturing accounting experience required., • Experience with multi-location and international accounting operations., • Experience preparing consolidated financial statements., • Experience coordinating external audits. Knowledge, Skills & Abilities • Thorough knowledge of Generally Accepted Accounting Principles (GAAP)., • Exceptional technical accounting and general ledger reconciliation skills., • Strong budgeting, forecasting, and cash flow management experience., • Comprehensive understanding of manufacturing cost accounting and inventory management., • Demonstrated experience implementing accounting systems and improving financial processes., • Excellent analytical, organizational, and problem-solving abilities., • Strong verbal and written communication skills., • Ability to effectively present financial information to executive leadership., • Ability to work collaboratively with employees at all organizational levels., • Self-directed with exceptional attention to detail and a high level of accuracy., • Willingness to work additional hours as necessary to meet monthly and year-end closing deadlines., • Hands-on management style with the ability to personally perform accounting functions when required.

Job Description We are thrilled to connect with you regarding a remarkable opportunity to join our esteemed accounting firm as a Tax Manager. Your impressive experience in federal and NYS business and personal taxes, your CPA or EA certification, and your background in working at small or medium-sized CPA firms make you an ideal candidate to excel in this role. Join our team and seize the tremendous opportunity to help propel our firm to new levels of success, while being rewarded accordingly for your contributions. Position: CPA or EA Tax Manager Location, New City, NY As a CPA or EA Tax Manager at our firm, you will leverage your expertise to review and prepare federal and NYS business and personal tax returns. We are seeking a highly skilled professional who can navigate complex tax scenarios, provide strategic tax planning guidance, and ensure compliance with the ever-changing tax regulations. Your experience working at small or medium-sized CPA firms will be highly valued as you collaborate with clients, utilizing your insights to optimize their financial strategies and minimize tax liabilities. Qualifications and Responsibilities: CPA or EA Certification: You must possess an active CPA (Certified Public Accountant) or EA (Enrolled Agent) certification. This certification ensures your comprehensive understanding of tax laws, regulations, and ethical standards necessary to provide exceptional tax services to our clients. Extensive Tax Knowledge: As a Tax Manager, you should have a deep understanding of federal and NYS tax regulations, encompassing both business and personal taxes. Your expertise will allow you to review and prepare tax returns accurately, identify potential tax savings opportunities, and offer expert advice to clients. Your experience in small or medium-sized CPA firms will be instrumental in addressing the specific needs of our clientele. Small or Medium-Sized CPA Firm Experience: We highly value your background in working at small or medium-sized CPA firms. This experience demonstrates your ability to handle the unique challenges and opportunities faced by such firms, as well as your proficiency in addressing the tax requirements of their diverse client base. Meticulous Attention to Detail: We place great value on accuracy and precision in our work. Your keen attention to detail will be essential in reviewing and analyzing tax returns, ensuring compliance, and identifying any potential issues or opportunities. Strong Analytical Skills: Exceptional analytical abilities are a must in evaluating complex tax situations, conducting research, and developing innovative tax strategies for our diverse clientele. Your insights and recommendations will play a pivotal role in optimizing our clients' financial outcomes. Leadership and Communication: As a Tax Manager, you will supervise and mentor a team of tax professionals. Your leadership skills, ability to inspire, and effective communication will foster a collaborative work environment and uphold the highest standards of client service. Commitment to Continuous Learning: The accounting and tax industry is constantly evolving. We seek individuals who are dedicated to staying updated with the latest tax regulations, industry trends, and technological advancements. Your commitment to continuous learning will contribute to your personal growth and the overall success of our firm. At our company, we deeply value our employees and recognize the pivotal role they play in our success. We offer a dynamic work environment that presents you with a tremendous opportunity to shape the future of our firm and take it to the next level. We believe in rewarding and recognizing exceptional performance, and your contributions will be acknowledged through competitive compensation packages and incentives aligned with the firm's success. If you are an accomplished tax professional with a CPA or EA certification, experience working at small or medium-sized CPA firms, and a passion for the accounting industry, we would be thrilled to receive your application. Join our team and make a significant impact on our clients \nCompany Description Accounting firm that try's to have fun as much as we can!! Accounting firm that try's to have fun as much as we can!!

Job DescriptionDescription: Responsibilities for Senior Accountant Include: • All accounting functions such as Journal entries/bank reconciliations/allocations, • Preparing financial analyses and reports., • Preparing revenue projections and forecasting expenditure., • Assisting with preparing and monitoring budgets., • Maintaining and reconciling balance sheet and general ledger accounts., • Assisting with annual audit preparations., • Investigating and resolving audit findings, account discrepancies,, • Contributing to the development of new or amended accounting systems, programs, and procedures., • Performing other accounting duties and supporting junior staff as required or assigned., • Bachelor's Degree in Accounting or related field, • CPA preferred, • Minimum 3 years of related experience, • Proficient in Excel and strong technology skills required., • Ability to multi-task, • Strong interpersonal/ communication skills, • Ability to meet deadlines, • Must be a team playerRequirements:

Job Description Position Overview We are seeking an experienced and credentialed Tax Preparer to join our team on a full-time, year-round basis. In this role, you will prepare and review individual and small business tax returns for our established client base, working closely with our financial advisors to deliver a coordinated, comprehensive experience. This is an excellent opportunity for a tax professional who enjoys client relationships and wants to be part of a firm that genuinely cares about the people it serves. Key Responsibilities • Prepare accurate and complete federal and state income tax returns for individuals, families, and small business clients (1040, Schedule C, Schedule D, Schedule E, and related forms), • Review prior-year returns and client financial information to identify planning opportunities and potential issues, • Communicate directly with clients to gather necessary documents, explain return details, and answer questions in a clear, approachable manner, • Coordinate with financial advisors to ensure tax strategy is aligned with each client's broader financial plan, • Stay current on changes in federal and state tax law and assess their impact on clients, • Respond to IRS and state tax notices and assist clients with audits or correspondence as needed, • Maintain organized, accurate client records and files in compliance with firm and regulatory requirements, • Support tax planning throughout the year, not just during filing season, including estimated tax calculations, Roth conversion analysis, and year-end planning discussions Qualifications Required • Active CPA (Certified Public Accountant) or EA (Enrolled Agent) credential in good standing, • Minimum 3 years of experience preparing individual income tax returns, • Strong working knowledge of federal and state tax law, • Proficiency in professional tax preparation software (e.g., Drake, UltraTax, Lacerte, or similar), • Excellent attention to detail and commitment to accuracy, • Strong interpersonal and communication skills — you'll work directly with clients, not just numbers, • Ability to manage multiple client files and deadlines simultaneously Preferred • Experience working in a financial planning or wealth management environment, • Familiarity with investment-related tax issues (capital gains, cost basis, retirement distributions, etc.), • Experience with small business returns (Schedule C, S-Corp, Partnership), • Proficiency in Microsoft Office, particularly Excel What We Offer • Competitive salary commensurate with experience, • Health, dental, and vision insurance, • Paid time off and holidays, • Retirement plan with employer contribution, • A collaborative environment where tax and financial planning work hand in hand, • The opportunity to build meaningful, long-term relationships with clients — not just process returns\nCompany Description Don Settanni, CPA PLLC is a family owned tax and accounting firm serving individuals, families, and small businesses with personalized, year-round financial guidance. As a small firm, we pride ourselves on knowing our clients by name and taking the time to truly understand their financial picture — not just their tax return. Our brother company, Settanni Financial, brings wealth management expertise under the same roof, allowing us to offer clients a fully integrated approach to their financial lives. When you work with us, you're not a number in a queue — you're part of a relationship built on trust, continuity, and genuine care. Don Settanni, CPA PLLC is a family owned tax and accounting firm serving individuals, families, and small businesses with personalized, year-round financial guidance. As a small firm, we pride ourselves on knowing our clients by name and taking the time to truly understand their financial picture — not just their tax return. Our brother company, Settanni Financial, brings wealth management expertise under the same roof, allowing us to offer clients a fully integrated approach to their financial lives. When you work with us, you're not a number in a queue — you're part of a relationship built on trust, continuity, and genuine care.

Job Description Position Overview We are seeking an experienced and credentialed Tax Preparer to join our team on a full-time, year-round basis. In this role, you will prepare and review individual and small business tax returns for our established client base, working closely with our financial advisors to deliver a coordinated, comprehensive experience. This is an excellent opportunity for a tax professional who enjoys client relationships and wants to be part of a firm that genuinely cares about the people it serves. Key Responsibilities • Prepare accurate and complete federal and state income tax returns for individuals, families, and small business clients (1040, Schedule C, Schedule D, Schedule E, and related forms), • Review prior-year returns and client financial information to identify planning opportunities and potential issues, • Communicate directly with clients to gather necessary documents, explain return details, and answer questions in a clear, approachable manner, • Coordinate with financial advisors to ensure tax strategy is aligned with each client's broader financial plan, • Stay current on changes in federal and state tax law and assess their impact on clients, • Respond to IRS and state tax notices and assist clients with audits or correspondence as needed, • Maintain organized, accurate client records and files in compliance with firm and regulatory requirements, • Support tax planning throughout the year, not just during filing season, including estimated tax calculations, Roth conversion analysis, and year-end planning discussions Qualifications Required • Active CPA (Certified Public Accountant) or EA (Enrolled Agent) credential in good standing, • Minimum 3 years of experience preparing individual income tax returns, • Strong working knowledge of federal and state tax law, • Proficiency in professional tax preparation software (e.g., Drake, UltraTax, Lacerte, or similar), • Excellent attention to detail and commitment to accuracy, • Strong interpersonal and communication skills — you'll work directly with clients, not just numbers, • Ability to manage multiple client files and deadlines simultaneously Preferred • Experience working in a financial planning or wealth management environment, • Familiarity with investment-related tax issues (capital gains, cost basis, retirement distributions, etc.), • Experience with small business returns (Schedule C, S-Corp, Partnership), • Proficiency in Microsoft Office, particularly Excel What We Offer • Competitive salary commensurate with experience, • Health, dental, and vision insurance, • Paid time off and holidays, • Retirement plan with employer contribution, • A collaborative environment where tax and financial planning work hand in hand, • The opportunity to build meaningful, long-term relationships with clients — not just process returns\nCompany Description Don Settanni, CPA PLLC is a family owned tax and accounting firm serving individuals, families, and small businesses with personalized, year-round financial guidance. As a small firm, we pride ourselves on knowing our clients by name and taking the time to truly understand their financial picture — not just their tax return. Our brother company, Settanni Financial, brings wealth management expertise under the same roof, allowing us to offer clients a fully integrated approach to their financial lives. When you work with us, you're not a number in a queue — you're part of a relationship built on trust, continuity, and genuine care. Don Settanni, CPA PLLC is a family owned tax and accounting firm serving individuals, families, and small businesses with personalized, year-round financial guidance. As a small firm, we pride ourselves on knowing our clients by name and taking the time to truly understand their financial picture — not just their tax return. Our brother company, Settanni Financial, brings wealth management expertise under the same roof, allowing us to offer clients a fully integrated approach to their financial lives. When you work with us, you're not a number in a queue — you're part of a relationship built on trust, continuity, and genuine care.

Job Description We are Busy Tax and financial Office and we are searching for a Tax Accountant Full or Part time. We offer a fast paced and friendly working environment. We are looking for a individual to assist with personal, corporate, trust and partnership tax returns. Qualifications: · 4 + years of experience of extensive accounting and tax preparation experience and a PTIN a plus · CPA or Enrolled Agent preferred, however not required. · Knowledge of Quickbooks Desktop. · Focused, calm and flexible mindset. Salary will be determined based on experience Please email resume to: nick.kounios@ptaxx.com

Job Description Position Overview We are seeking a Staff Accountant to join our Accounting and Finance team. This position will play an integral role in the monthly and quarterly close process while also supporting the company’s external financial reporting and SEC filing requirements. The ideal candidate will have a strong foundation in general accounting, experience with month-end close, and exposure to SEC reporting within a publicly traded company or public accounting environment. Key Responsibilities • Participate in the monthly, quarterly, and annual financial close processes., • Prepare and post journal entries, accruals, and account adjustments., • Prepare balance sheet reconciliations and investigate and resolve discrepancies., • Maintain general ledger accounts and ensure transactions are recorded accurately and in accordance with U.S. GAAP., • Prepare supporting schedules and analyses for monthly and quarterly financial results., • Assist in the preparation of quarterly and annual SEC filings, including Forms 10-Q and 10-K., • Support the preparation and review of financial statements, footnotes, and related disclosures., • Assist with quarterly earnings support and external reporting schedules., • Perform tie-outs and ensure consistency between financial statements, disclosures, and supporting documentation., • Coordinate with internal accounting teams to gather information required for SEC reporting., • Assist with external audit requests and provide supporting documentation to auditors., • Support SOX compliance, internal controls, and related documentation., • Research accounting and reporting matters as needed., • Identify opportunities to improve and streamline close and reporting processes., • Assist with special accounting and financial reporting projects as needed. Qualifications • Bachelor’s degree in Accounting, Finance, or a related field., • 2–4 years of accounting experience., • Hands-on experience with month-end and quarter-end close., • Experience preparing journal entries and account reconciliations., • Exposure to SEC reporting, including 10-Q and 10-K filings., • Strong understanding of U.S. GAAP., • Public accounting and/or publicly traded corporate accounting experience strongly preferred., • Strong Microsoft Excel skills., • Experience with ERP and financial reporting systems preferred., • Strong analytical and problem-solving skills., • Excellent attention to detail and ability to work within tight reporting deadlines., • Strong written and verbal communication skills. Preferred Qualifications • CPA or progress toward CPA certification., • Big 4 or other public accounting experience., • Experience within a publicly traded company., • Experience with SEC financial statement preparation, footnotes, and disclosure support., • Familiarity with SOX controls and external audit requirements., • Experience with Workiva or similar SEC reporting software is a plus.

Job DescriptionWe are looking for an experienced Sr. Accountant to support core accounting operations and financial reporting in Pleasantville, New York. This role will oversee reconciliations, maintain the integrity of the general ledger, and contribute to monthly and annual close activities. The position also partners with leadership on compliance, audit support, tax-related filings, and financial analysis that helps guide business decisions. Responsibilities: • Oversee daily and periodic reconciliation of domestic and international bank accounts to ensure accurate cash reporting., • Review and reconcile corporate credit card activity, resolving discrepancies and confirming proper expense recording., • Maintain general ledger accuracy by preparing entries, supporting account analysis, and contributing to month-end and year-end close cycles., • Develop financial reports and statements, including balance sheets, income statements, budget-related schedules, and other required reporting packages., • Support compliance efforts by assisting with insurance audits, documentation reviews, and financial analyses tied to regulatory obligations., • Evaluate financial and inventory data to identify trends, explain variances, and highlight items requiring management attention., • Assist with external audits and tax-related processes, including preparation of schedules and support for required filings., • Complete recurring state and federal tax and alcohol-related reporting requirements in a timely and accurate manner., • Partner with the Controller on executive-level reporting and provide support for treasury activities such as bank account administration across the organization., • Monitor accounting and finance regulations and recommend appropriate actions based on changes in reporting or compliance requirements.• Proven experience handling month-end close activities within a corporate accounting environment., • Strong working knowledge of general ledger accounting and journal entry preparation., • Demonstrated ability to perform account reconciliations with a high degree of accuracy and attention to detail., • Hands-on experience managing bank reconciliations across multiple accounts., • Ability to analyze financial results, investigate variances, and present clear findings., • Familiarity with preparing financial statements and supporting audit and tax processes., • Understanding of compliance-related reporting requirements and financial documentation standards.

ENT and Allergy Associates, LLP and Hmi is seeking a self-motivated, people-friendly full time Manager of Treasury and Cash Management for our Tarrytown Corporate office location. Salary: $100,000-$108,000/year The Manager of Treasury and Cash Management supports the strategic and operational oversight of the organization's treasury function. This position is responsible for cash and liquidity management, cash-flow forecasting, banking relationships, payment operations, financial risk management, and treasury controls. Reporting to the Director of Finance and Accounting with a dotted line to the Vice President of Finance, the Manager of Treasury and Cash Management helps ensure that sufficient liquidity is available to meet operating and strategic needs while safeguarding financial assets. The role also leads process improvements, system implementations, and policy development across treasury operations. Key Responsibilities: • Oversee daily cash positioning across bank accounts, legal entities, business units, and currencies., • Monitor current and projected liquidity to ensure sufficient funds are available for payroll, vendor payments, debt service, capital expenditures, and other obligations., • Develop and maintain short- and long-term cash-flow forecasts in partnership with FP&A, Accounting, Accounts Payable, and operating teams., • Analyze forecast-to-actual results, identify material variances, and recommend corrective actions., • Optimize account balances, cash concentration structures, intercompany funding, and short-term investments., • Review and approve cash transfers, funding requests, investments, and other treasury transactions within established authority limits., • Manage relationships with banks, investment providers, payment processors, and other financial institutions., • Administer bank accounts, authorized signers, online banking access, service agreements, and account documentation., • Monitor bank fees and service performance, negotiate pricing, and recommend changes to banking arrangements., • Oversee payment activities, including ACH, wires, checks, card payments, and electronic disbursements. Assist with Daily Cash Position and Bank Summary as needed., • Maintain appropriate payment controls, including segregation of duties, approval workflows, callback procedures, and fraud-prevention services., • Coordinate bank account openings, closures, conversions, and integration activities related to acquisitions or organizational restructuring., • Support administration of credit facilities, loans, leases, and other financing arrangements., • Manage short-term investments in accordance with approved investment policies and liquidity requirements., • Monitor exposure to interest-rates, concentration, and payment-fraud risks., • Prepare analyses and recommendations related to funding alternatives and liquidity planning., • Maintain treasury policies, standard operating procedures, authorization matrices, and internal control documentation., • Ensure treasury activities comply with organizational policies, contractual obligations, accounting requirements, and applicable regulations., • Support internal and external audits by preparing reconciliations, confirmations, schedules, and control documentation., • Review bank reconciliations and investigate unusual, aged, or unreconciled items., • Develop treasury dashboards and reports covering cash balances, liquidity, forecasts, investments, debt, banking fees, and financial risk., • Prepare materials for senior management, finance committees, lenders, auditors, and the board of directors., • Serve as a functional leader for treasury management systems, online banking platforms, ERP integrations, and payment technologies., • Identify opportunities to automate cash positioning, forecasting, payments, reconciliations, reporting, and account administration., • Lead or support treasury technology implementations, bank transitions, and process redesign initiatives., • Review semiannual Workday ERP banking related release notes to identify and ensure testing of all changes affecting our banking process and related banking integrations., • Maintain data integrity and appropriate user access across treasury systems and banking platforms., • Evaluate emerging banking services and technologies that could improve visibility, security, efficiency, or control., • Supervise, coach, and develop Treasury Analysts and other finance team members as needed., • Establish performance expectations, assign work, and ensure timely completion of critical daily activities., • Partner with Accounting, FP&A, Tax, Legal, Procurement, Accounts Payable, Payroll, Information Technology, and operating teams., • Provide treasury guidance and training to employees involved in cash forecasting, payments, banking, or financial controls., • Serve as acting treasury leader when the Director of Finance and Accounting is unavailable., • Promote a culture of accountability, continuous improvement, risk awareness, and customer service. Qualifications: • Bachelor's degree in finance, accounting, economics, business, or a related field., • Five or more years of progressive experience in corporate treasury, cash management, banking, or related finance functions., • Two or more years of supervisory, team-lead, or project-lead experience., • Demonstrated experience with daily cash positioning, liquidity planning, and cash-flow forecasting., • Strong knowledge of banking services, payment methods, fraud controls, and bank account administration., • Experience managing bank relationships and negotiating services or fees., • Advanced proficiency with spreadsheets, financial modeling, and treasury reporting., • Strong analytical, organizational, communication, and problem-solving skills., • Ability to manage confidential information, priorities, and time-sensitive transactions., • Master's degree in finance, business administration, or a related discipline., • Certified Treasury Professional (CTP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or comparable qualification., • Experience with treasury management systems and enterprise resource planning platforms (Workday experience preferred)., • Experience implementing treasury systems, banking platforms, or process-automation solutions., • Knowledge of accounting standards, internal controls, audit requirements, and regulatory compliance relevant to treasury. Core Competencies: • Strategic thinking: Connects daily treasury activities to broader financial and organizational objectives., • Financial judgment: Evaluates liquidity, risk, and return when making funding and investment recommendations., • Operational discipline: Maintains precision and control in high-volume, time-sensitive financial processes., • Leadership: Sets expectations, develops employees, and promotes ownership and collaboration., • Communication: Explains financial matters clearly to technical and nontechnical stakeholders., • Risk awareness: Anticipates financial, operational, fraud, and compliance risks and implements effective controls., • Continuous improvement: Uses technology, data, and process redesign to improve efficiency and reliability. Working Conditions: This is a full-time in-office position. This role may require availability outside normal business hours for urgent funding needs, payment issues, bank conversions, quarter-end activities, or business-continuity events. Limited travel may be required for banking meetings, system implementations, or organizational operations. Benefits: • Medical, Dental, and Vision insurance, • Company?paid long?term disability, • Flexible Spending Account (FSA), • Company?paid life insurance and voluntary life insurance, • 401(k), • Pet insurance About ENT and Allergy Associates (ENTA) ENT and Allergy Associates (ENTA) is the largest ENT, Allergy, and Audiology practice in the country, with over 475 clinicians practicing across 70+ clinical locations in New York, New Jersey, Pennsylvania, and Texas. Each ENTA clinical office is comprised of world-class physicians who are specialists and sub-specialists in their respective fields, delivering the highest level of expertise and care to patients of all ages. Our comprehensive services include: • Adult and Pediatric ENT and Allergy, • Voice and Swallowing, • Advanced Sinus and Skull Base Surgery, • Facial Plastics and Reconstructive Surgery, • Treatment of Inner Ear Disorders and Dizziness, • Asthma-related services, • Diagnostic Audiology and Hearing Aid Dispensing

Software Guidance & Assistance, Inc., (SGA), is searching for a Senior Tax Accountant for a full time assignment with one of our premier accounting clients in Pleasantville, NY (next to the Pleasantville Metro North Station). Salaried role, hours fluctuate seasonally 100% on site during tax season. 3 days/week onsite possible after the team gets to know you. • Prepare federal and state tax returns for S corps, partnerships, trusts, and estates., • Prepare payroll and sales tax filing, • Review, reconcile, and correct disorganized or incomplete financial records in various formats (QB Desktop, QBO, clients' systems), • Analyze K-1s from multi-level entities and ensure proper state and local tax allocation., • Provide guidance on special transactions, including sales, distributions, and elections., • Collaborate directly with clients and team members to gather information and clarify records, • BA in Accounting, • 5+ years minimum, • Proficiency in Quickbooks, • Must be highly analytical and be able to handle/clean up complex returns., • Must be able to work with client on complex returns, • Experience preparing Trust & Estate tax returns, Partnership returns, S-Corp returns, • Understanding of Personal Property Tax declarations for various states, • Understanding of PTET (Pass-through entity tax) quarterly estimated tax payments especially in New York and Connecticut, • Understanding of NYC RPIE Real Property Income and Expenses, • Intermediate Excel, general financial analysis, • Critical thinking, problem-solving, and finding practical solutions for complex situations, • Ability to fully understand how to reconcile and report sales tax filings, • Experience in state tax filings for NY, CT NYC, NJ, MA, PA, • CPA SGA is a technology and resource solutions provider driven to stand out. We are a women-owned business. Our mission: to solve big IT problems with a more personal, boutique approach. Each year, we match consultants like you to more than 1,000 engagements. When we say let's work better together, we mean it. You'll join a diverse team built on these core values: customer service, employee development, and quality and integrity in everything we do. Be yourself, love what you do and find your passion at work.

Our client, a small CPA firm in Mount Kisco, NY is seeking an experienced Tax Accountant to lead complex tax engagements for closely held and professional-services businesses, high-net-worth individuals, families, trusts, estates, and related entities. This is a hands-on leadership role for a technically strong tax professional who can manage client relationships, review complex returns, provide year-round planning and advisory services, supervise staff, and contribute to the continued growth of the firm. The ideal candidate will have direct experience advising clients with complex compensation arrangements, practice ownership interests, K-1 income, multi-entity structures, multistate considerations, investment activity, and estate or gift-tax matters. Client Engagement and Advisory • Serve as the primary point of contact and trusted tax advisor for an assigned portfolio of clients., • Build strong, long-term client relationships through proactive communication, responsiveness, and practical guidance., • Provide year-round tax planning, projections, estimated tax calculations, and strategic advisory services for individuals and business owners., • Advise on entity selection and conversion, compensation and distribution strategies, ownership changes, buy-in and buy-out structures, partner compensation models, K-1 allocations, succession planning, retirement strategies, and other tax-sensitive matters., • Identify tax-saving opportunities and planning initiatives across clients' personal, business, investment, and estate interests., • Coordinate with attorneys, wealth advisors, consultants, and other third-party professionals when client matters require an integrated approach., • Identify additional tax, accounting, and advisory services that may benefit clients and support client retention and firm growth. Tax Compliance and Technical Review • Review and, when necessary, prepare complex federal, state, local, and foreign-related tax returns and filings., • Review individual returns (Form 1040), trust and estate returns (Form 1041), gift-tax returns (Form 709), partnership returns (Form 1065), S corporation returns (Form 1120-S), C corporation returns, nonprofit returns, investment partnerships, management companies, holding companies, and other related entities., • Review workpapers, trial balances, general ledgers, tax reconciliations, extensions, estimated payments, amended returns, elections, and supporting documentation for accuracy and completeness., • Ensure compliance with applicable tax laws, filing requirements, firm standards, and internal quality-control procedures., • Identify tax risks, filing exposures, technical issues, and planning opportunities during the preparation and review process., • Address multistate income, nexus, allocation, apportionment, withholding, and pass-through entity tax considerations., • Conduct tax research; document, summarize, and review conclusions; and prepare technical memoranda and client communications on complex tax matters., • Stay current on legislative changes, regulatory developments, court decisions, and emerging federal, state, local, and international tax issues. Tax Notices, Examinations, and Representation • Review and respond to federal, state, and local tax notices and information requests., • Communicate with the Internal Revenue Service and other taxing authorities on behalf of clients., • Assist with tax examinations, audits, appeals, penalty-abatement requests, and collection matters., • Prepare supporting documentation and recommend appropriate resolution strategies, coordinating with legal counsel or specialty advisors when needed. Leadership and Team Development • Manage, coach, and mentor senior accountants, staff accountants, interns, and tax preparers., • Assign work based on technical complexity, deadlines, team capacity, and development needs., • Review tax returns, workpapers, research, and planning deliverables and provide clear, constructive, and timely feedback., • Train staff on tax law, firm procedures, software, research, workpaper preparation, client communication, and professional standards., • Promote technical development, accountability, collaboration, and knowledge-sharing across the team., • Participate in performance evaluations, recruiting, onboarding, staffing decisions, and succession planning. Engagement and Practice Management • Lead multiple engagements simultaneously and ensure accurate, timely completion of all deliverables., • Monitor workflow, deadlines, open items, staffing needs, and client expectations; resolve scheduling conflicts and bottlenecks., • Manage engagement scope, budgets, realization, billing, collections, and changes in service requirements., • Review client financial statements and accounting records, recommend adjusting entries, and identify accounting issues affecting tax reporting., • Assist firm leadership with process improvement, quality control, technology adoption, workflow standardization, client retention, and business development., • Contribute to new-client evaluations, engagement pricing, risk assessment, and the continued development of the firm's tax practice. Qualifications • Bachelor's degree in Accounting from an accredited college or university required., • Active CPA license required; an Enrolled Agent designation may be considered based on experience., • MST, JD, or LLM in Taxation is preferred., • Seven or more years of progressive public accounting tax experience, including substantial return-review, client-management, and staff-supervision responsibility., • Prior experience as a Tax Manager, Tax Supervisor, experienced Tax Senior, or comparable role., • Extensive experience with individual, partnership, S corporation, C corporation, trust, estate, gift-tax, and investment-partnership returns., • Strong knowledge of federal, state, local, multistate, multi-entity, and pass-through taxation., • Demonstrated ability to research complex tax issues, document conclusions, and communicate recommendations clearly., • Proven leadership skills and the ability to manage multiple priorities, deadlines, and client engagements., • Excellent interpersonal, written, and verbal communication skills, with strong executive presence and professional judgment., • High degree of accuracy, discretion, ethics, responsiveness, and commitment to client confidentiality., • Ability to work in the office a minimum of three days per week and additional hours during tax season and other peak periods. Technology • Proficiency with Microsoft Office, particularly Excel, Word, Outlook, and Adobe Acrobat., • Experience with professional tax preparation, research, workflow, document-management, and electronic-filing platforms., • Knowledge of CCH Axcess is preferred; familiarity with CCH, Bloomberg Tax/BNA, RIA Checkpoint, or comparable tax research systems is desirable., • Experience with QuickBooks or other accounting and general-ledger platforms is preferred. The compensation for this position ranges from $175,000.00 - $225,000.00. Actual compensation will be dependent upon the specific role, office location as well as the individual's qualifications, experience, skills and certifications.