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Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round Business Tax Experts in one of our TurboTax Retail or Flagship 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 - Retail Business Tax 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 Retail or Flagship location as part of a collaborative team of experts, serving in-person customers who use Intuit TurboTax products. Your primary focus will be full-service tax preparation for both consumers and all business entity types such as Sole Prop, PTEs (S corps and Partnerships), providing expert tax advice, planning services, and software support, but your responsibility extends beyond that. You will serve as the primary point of contact for your customers as their dedicated Expert, owning the overall relationship and delivering both tax strategy and tax preparation services. You will develop a deep understanding of each customer’s full financial picture and ensure they receive proactive, personalized guidance. As customer needs require additional expertise in bookkeeping, payroll, etc., you won’t work alone—behind you is a team of bookkeeping specialists who support core accounting functions like reconciliation, payroll, and day-to-day bookkeeping. While customers may occasionally interact directly with these experts for specific accounting needs, you remain the central relationship owner, ensuring continuity and a seamless experience across all services. 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, strategic planning, or quarterly business review. 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 store in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete tax preparation services for TurboTax consumer and business 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. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and facilitating 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 services 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. 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. Be a Proactive Community Ambassador Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach. Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. What You Get: As a TurboTax - Retail 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: • Strong business tax preparation experience and extensive knowledge of tax laws as evidenced by 3 or more years of recent experience preparing federal and state business tax returns (1065 and/or 1120-S) for at least 20 clients/customers per season for compensation, using commercial tax preparation software., • Minimum of 3 seasons of personal tax preparation experience, with a minimum of 30 tax returns per tax year required, in a tax practice or retail setting, for compensation, • General knowledge/understanding of bookkeeping required. Bookkeeping experience with books to tax preparation is highly desired and/or willingness to upskill and become a QuickBooks ProAdvisor., • Experience preparing Business Tax returns and providing year-round tax prep guidance for small businesses in particular is highly desired., • Must possess or be able to obtain any related state licenses, certificates, permits, or bonds., • Familiarity with Circular 230, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, 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, • 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, • Must be willing to wear a TurboTax Uniform, • Must be willing to work in a front facing retail environment 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 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 $33.45 - $40.47 Illinois $30.41 - $37.06 New York $33.45 - $40.47 Washington $31.93 - $38.76 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 pay equity 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 Business Tax Experts in one of our TurboTax Retail or Flagship 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 - Retail Business Tax 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 Retail or Flagship location as part of a collaborative team of experts, serving in-person customers who use Intuit TurboTax products. Your primary focus will be full-service tax preparation for both consumers and all business entity types such as Sole Prop, PTEs (S corps and Partnerships), providing expert tax advice, planning services, and software support, but your responsibility extends beyond that. You will serve as the primary point of contact for your customers as their dedicated Expert, owning the overall relationship and delivering both tax strategy and tax preparation services. You will develop a deep understanding of each customer’s full financial picture and ensure they receive proactive, personalized guidance. As customer needs require additional expertise in bookkeeping, payroll, etc., you won’t work alone—behind you is a team of bookkeeping specialists who support core accounting functions like reconciliation, payroll, and day-to-day bookkeeping. While customers may occasionally interact directly with these experts for specific accounting needs, you remain the central relationship owner, ensuring continuity and a seamless experience across all services. 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, strategic planning, or quarterly business review. 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 store in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete tax preparation services for TurboTax consumer and business 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. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and facilitating 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 services 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. 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. Be a Proactive Community Ambassador Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach. Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. What You Get: As a TurboTax - Retail 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: • Strong business tax preparation experience and extensive knowledge of tax laws as evidenced by 3 or more years of recent experience preparing federal and state business tax returns (1065 and/or 1120-S) for at least 20 clients/customers per season for compensation, using commercial tax preparation software., • Minimum of 3 seasons of personal tax preparation experience, with a minimum of 30 tax returns per tax year required, in a tax practice or retail setting, for compensation, • General knowledge/understanding of bookkeeping required. Bookkeeping experience with books to tax preparation is highly desired and/or willingness to upskill and become a QuickBooks ProAdvisor., • Experience preparing Business Tax returns and providing year-round tax prep guidance for small businesses in particular is highly desired., • Must possess or be able to obtain any related state licenses, certificates, permits, or bonds., • Familiarity with Circular 230, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, 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, • 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, • Must be willing to wear a TurboTax Uniform, • Must be willing to work in a front facing retail environment 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 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 $33.45 - $40.47 Illinois $30.41 - $37.06 New York $33.45 - $40.47 Washington $31.93 - $38.76 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 pay equity 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 Business Tax Experts in one of our TurboTax Retail or Flagship 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 - Retail Business Tax 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 Retail or Flagship location as part of a collaborative team of experts, serving in-person customers who use Intuit TurboTax products. Your primary focus will be full-service tax preparation for both consumers and all business entity types such as Sole Prop, PTEs (S corps and Partnerships), providing expert tax advice, planning services, and software support, but your responsibility extends beyond that. You will serve as the primary point of contact for your customers as their dedicated Expert, owning the overall relationship and delivering both tax strategy and tax preparation services. You will develop a deep understanding of each customer’s full financial picture and ensure they receive proactive, personalized guidance. As customer needs require additional expertise in bookkeeping, payroll, etc., you won’t work alone—behind you is a team of bookkeeping specialists who support core accounting functions like reconciliation, payroll, and day-to-day bookkeeping. While customers may occasionally interact directly with these experts for specific accounting needs, you remain the central relationship owner, ensuring continuity and a seamless experience across all services. 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, strategic planning, or quarterly business review. 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 store in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete tax preparation services for TurboTax consumer and business 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. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and facilitating 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 services 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. 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. Be a Proactive Community Ambassador Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach. Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. What You Get: As a TurboTax - Retail 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: • Strong business tax preparation experience and extensive knowledge of tax laws as evidenced by 3 or more years of recent experience preparing federal and state business tax returns (1065 and/or 1120-S) for at least 20 clients/customers per season for compensation, using commercial tax preparation software., • Minimum of 3 seasons of personal tax preparation experience, with a minimum of 30 tax returns per tax year required, in a tax practice or retail setting, for compensation, • General knowledge/understanding of bookkeeping required. Bookkeeping experience with books to tax preparation is highly desired and/or willingness to upskill and become a QuickBooks ProAdvisor., • Experience preparing Business Tax returns and providing year-round tax prep guidance for small businesses in particular is highly desired., • Must possess or be able to obtain any related state licenses, certificates, permits, or bonds., • Familiarity with Circular 230, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, 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, • 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, • Must be willing to wear a TurboTax Uniform, • Must be willing to work in a front facing retail environment 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 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 $33.45 - $40.47 Illinois $30.41 - $37.06 New York $33.45 - $40.47 Washington $31.93 - $38.76 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 pay equity 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 Business Tax Experts in one of our TurboTax Retail or Flagship 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 - Retail Business Tax 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 Retail or Flagship location as part of a collaborative team of experts, serving in-person customers who use Intuit TurboTax products. Your primary focus will be full-service tax preparation for both consumers and all business entity types such as Sole Prop, PTEs (S corps and Partnerships), providing expert tax advice, planning services, and software support, but your responsibility extends beyond that. You will serve as the primary point of contact for your customers as their dedicated Expert, owning the overall relationship and delivering both tax strategy and tax preparation services. You will develop a deep understanding of each customer’s full financial picture and ensure they receive proactive, personalized guidance. As customer needs require additional expertise in bookkeeping, payroll, etc., you won’t work alone—behind you is a team of bookkeeping specialists who support core accounting functions like reconciliation, payroll, and day-to-day bookkeeping. While customers may occasionally interact directly with these experts for specific accounting needs, you remain the central relationship owner, ensuring continuity and a seamless experience across all services. 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, strategic planning, or quarterly business review. 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 store in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete tax preparation services for TurboTax consumer and business 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. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and facilitating 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 services 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. 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. Be a Proactive Community Ambassador Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach. Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. What You Get: As a TurboTax - Retail 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: • Strong business tax preparation experience and extensive knowledge of tax laws as evidenced by 3 or more years of recent experience preparing federal and state business tax returns (1065 and/or 1120-S) for at least 20 clients/customers per season for compensation, using commercial tax preparation software., • Minimum of 3 seasons of personal tax preparation experience, with a minimum of 30 tax returns per tax year required, in a tax practice or retail setting, for compensation, • General knowledge/understanding of bookkeeping required. Bookkeeping experience with books to tax preparation is highly desired and/or willingness to upskill and become a QuickBooks ProAdvisor., • Experience preparing Business Tax returns and providing year-round tax prep guidance for small businesses in particular is highly desired., • Must possess or be able to obtain any related state licenses, certificates, permits, or bonds., • Familiarity with Circular 230, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, 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, • 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, • Must be willing to wear a TurboTax Uniform, • Must be willing to work in a front facing retail environment 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 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 $33.45 - $40.47 Illinois $30.41 - $37.06 New York $33.45 - $40.47 Washington $31.93 - $38.76 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 pay equity 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 Business Tax Experts in one of our TurboTax Retail or Flagship 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 - Retail Business Tax 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 Retail or Flagship location as part of a collaborative team of experts, serving in-person customers who use Intuit TurboTax products. Your primary focus will be full-service tax preparation for both consumers and all business entity types such as Sole Prop, PTEs (S corps and Partnerships), providing expert tax advice, planning services, and software support, but your responsibility extends beyond that. You will serve as the primary point of contact for your customers as their dedicated Expert, owning the overall relationship and delivering both tax strategy and tax preparation services. You will develop a deep understanding of each customer’s full financial picture and ensure they receive proactive, personalized guidance. As customer needs require additional expertise in bookkeeping, payroll, etc., you won’t work alone—behind you is a team of bookkeeping specialists who support core accounting functions like reconciliation, payroll, and day-to-day bookkeeping. While customers may occasionally interact directly with these experts for specific accounting needs, you remain the central relationship owner, ensuring continuity and a seamless experience across all services. 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, strategic planning, or quarterly business review. 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 store in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete tax preparation services for TurboTax consumer and business 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. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and facilitating 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 services 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. 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. Be a Proactive Community Ambassador Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach. Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. What You Get: As a TurboTax - Retail 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: • Strong business tax preparation experience and extensive knowledge of tax laws as evidenced by 3 or more years of recent experience preparing federal and state business tax returns (1065 and/or 1120-S) for at least 20 clients/customers per season for compensation, using commercial tax preparation software., • Minimum of 3 seasons of personal tax preparation experience, with a minimum of 30 tax returns per tax year required, in a tax practice or retail setting, for compensation, • General knowledge/understanding of bookkeeping required. Bookkeeping experience with books to tax preparation is highly desired and/or willingness to upskill and become a QuickBooks ProAdvisor., • Experience preparing Business Tax returns and providing year-round tax prep guidance for small businesses in particular is highly desired., • Must possess or be able to obtain any related state licenses, certificates, permits, or bonds., • Familiarity with Circular 230, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, 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, • 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, • Must be willing to wear a TurboTax Uniform, • Must be willing to work in a front facing retail environment 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 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 $33.45 - $40.47 Illinois $30.41 - $37.06 New York $33.45 - $40.47 Washington $31.93 - $38.76 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 pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Location: Stamford, CT (Open to Remote) Employment Type: Temp-to-Hire Salary: $90,000 - $130,000 + Bonus/Equity Potential Our client is a fast-growing healthcare technology organization that has recently secured significant funding and is undergoing an exciting business transformation under a new executive leadership team. They are seeking a hands-on Senior Accountant to help modernize accounting operations, implement new systems, and support the company's continued growth. The Senior Accountant will play a critical role in transitioning accounting functions from outsourced providers to an internal team. This individual will take ownership of AP/AR processes, drive automation initiatives, improve financial processes, and support strategic business initiatives. The ideal candidate is a self-starter who thrives in a fast-paced, evolving environment and enjoys building and improving processes. • Own and manage Accounts Payable and Accounts Receivable processes, including billing and collections., • Lead accounting process improvements and automation efforts utilizing platforms such as QuickBooks, Ramp, and Rippling., • Support month-end close activities and financial reporting., • Perform financial analysis and operational analytics., • Assist with R&D capitalization and commission accounting., • Partner with leadership on audit preparation, tax support, and compliance initiatives., • Develop, document, and maintain accounting procedures and process manuals., • Help transition accounting operations from outsourced vendors to internal ownership., • Support the implementation of scalable systems and processes that enable future growth., • Bachelor's degree in Accounting or related field., • Senior-level accounting experience., • Strong understanding of Accounts Payable and Accounts Receivable., • Experience supporting audits and working with external auditors., • Proven experience with process improvement and system implementations., • Strong Excel and financial analysis skills., • Experience implementing or utilizing Ramp, Rippling, and QuickBooks., • Experience working in a high-growth, turnaround, or transformation environment., • Background in automation and AI-driven accounting processes., • Opportunity to be part of a company undergoing exciting growth and transformation., • Work directly with executive leadership on impactful initiatives., • Influence system upgrades and process modernization., • Competitive compensation with potential bonus and equity participation., • Flexible work arrangement with remote options available.

Full Charge Bookkeeper Location: Scarsdale, NY – full-time in office Compensation: $70,000 - $80,000 depending on experience About the company: CFS has partnered with a property management company based in lower Westchester County to help identify their new Full Charge Bookkeeper for their team. This is a high visibility position with the opportunity to learn and grow. Responsibilities: • Maintain and update the general ledger using accounting software such as QuickBooks or similar platforms., • Perform balance sheet reconciliation and account analysis to ensure accuracy of financial data., • Prepare and post journal entries, including debits & credits, to reflect all financial transactions., • Manage accounts payable and accounts receivable processes efficiently., • Generate detailed financial reports including income statements, balance sheets, and cash flow statements., • Ensure adherence to GAAP standards and maintain compliance with governmental accounting requirements when applicable., • Assist with budgeting processes and provide insights for financial planning., • Handle complex technical accounting tasks such as double-entry bookkeeping, general ledger reconciliation, and account analysis., • Support external audits by providing necessary documentation and explanations of financial records. Desired Qualifications:, • Bachelor's degree or an Associate’s degree preferred., • 3-5+ years of experience as a Full Charge Bookkeeper., • Prior experience working in a property management company is highly preferred. #LI-MP5

Junior Accountant Compensation: up to $55,000 depending on experience Location: New Rochelle, NY - hybrid schedule Looking to launch your accounting career while making a meaningful impact in the community? Join a mission-driven nonprofit in New Rochelle where you'll gain hands-on accounting experience, work directly with grant-related finances, and enjoy strong work-life balance in a highly visible role. • Make a direct impact by supporting programs that serve the Westchester County community • Gain exposure to grant management and nonprofit fund accounting, • Work in a high-visibility role with opportunities for professional growth, • Join a supportive organization focused on learning, development, and mentorship, • Enjoy excellent work-life balance in a collaborative environment • Process accounts payable transactions and assist with AP workflows, • Perform journal entries and maintain accurate financial records, • Support accounts receivable activities, reconciliations, and reporting, • Utilize QuickBooks and Fund EZ to manage financial data and transactions, • Assist with fund imports, exports, and accounting system maintenance • Bachelor’s degree in Accounting, • Approximately 1+ year of accounting experience or relevant internship experience, • Strong Excel skills, • Experience with QuickBooks preferred #JuniorAccountant #AccountingJobs #FinanceJobs #NonprofitAccountingJobs #LI-TM2 #LI-Hybrid #INAUG2026

Job Description The Atlantic Group has partnered with a private equity firm in the Greenwich, CT area. They have an immediate need for an AP Accountant to start as soon as possible. This position is a full-time contract role with the opportunity to become permanent based on performance. Summary: Searching for an AP Accountant to join the Finance Team. This person would handle AP/AR, cash reconciliations, cash projections, treasury activities, payments, and collections. Availability is especially important, as we need this person to start ASAP. Work Schedule: Hybrid – ideally 3 days/week in office Qualifications: -Bachelor’s degree required -3+ years experience in AP, AR, accounting, treasury, or a related finance function -Experience with QuickBooks required -Private equity, financial services, or investment management experience strongly preferred -Strong attention to detail and organizational skills -Reliable and able to start ASAP Note: Qualified candidates will be contacted within 3 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion. ID: 50473

Job Description We are seeking an experienced, detail-oriented Bookkeeper to join our team. The ideal candidate is highly organized, dependable, and proficient in managing all aspects of day-to-day accounting in a fast-paced service business. Responsibilities -Manage accounts payable and accounts receivable. -Process vendor invoices, customer payments, and collections. -Monitor customer accounts and perform collections on past-due invoices in a professional and timely manner. -Contact customers regarding outstanding balances and negotiate payment arrangements when appropriate. -Maintain accurate aging reports and assist in reducing outstanding receivables. -Reconcile bank accounts, credit cards, and general ledger accounts. -Prepare monthly financial statements and management reports. -Maintain accurate accounting records and supporting documentation. -Assist with budgeting, cash flow management, and year-end closing. -Prepare monthly sales tax reports for outside accountants filing. -Collections on overdue invoices -Maintain customer and vendor records within accounting and operational software including receiving and requesting credentials from vendors and subs . -Perform additional accounting and administrative duties as assigned. Qualifications -Minimum of 3–5 years of bookkeeping or accounting experience. -Proficiency in QuickBooks is required. -Experience with Aspire Field Management software and ServiceTitan is strongly preferred. -Advanced knowledge of Microsoft Excel and Microsoft Office. -Strong understanding of accounting principles. -Excellent organizational skills with exceptional attention to detail. -Ability to manage multiple priorities while meeting deadlines. -Strong communication oral and written, analytical, and problem-solving skills. -Ability to quickly master new accounting, and or business management software. Salary: $110k to $120K dependent on experience. 401K with employer participation 50% Health Benefits Coverage Two Week (10 days) Paid Vacation. 5 Days Paid PTO - Sick/Personal Days. Company Recognized Paid Holidays. Hours: Monday-Friday 8:30AM - 4:30PM We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment on the basis of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, pregnancy or conditions related to pregnancy, disability or any other federal, state or local protected class. \nCompany Description Morano Group is part of the Morano Landscape Garden family. We are a full service, development and management company. Since our inception we have worked for some of the most exclusive estates and commercial projects in Westchester, Fairfield, Manhattan and Kings counties. Our unwavering commitment to our clients and uncompromising attention to detail and safety has made us an industry leader for over 70 years. Please access our website: www.moranogroup.com To view our past and current projects. We currently have an excellent opportunity for a passionate individual to join our team as a CFO/Bookkeeper/Collections Morano Group is part of the Morano Landscape Garden family. We are a full service, development and management company. Since our inception we have worked for some of the most exclusive estates and commercial projects in Westchester, Fairfield, Manhattan and Kings counties. Our unwavering commitment to our clients and uncompromising attention to detail and safety has made us an industry leader for over 70 years. Please access our website: www.moranogroup.com\nTo view our past and current projects. We currently have an excellent opportunity for a passionate individual to join our team as a CFO/Bookkeeper/Collections

Job DescriptionAbout the Role:Join our dynamic team at Weinstein & Formanek PC, CPAs as a Bookkeeper in Mamaroneck, NY. This role offers an exciting opportunity to contribute to our clients' financial success while working in a supportive and collaborative environment. Responsibilities: • Maintain accurate financial records and ledgers for multiple clients., • Prepare and process monthly financial statements and reports., • Manage accounts payable and receivable functions., • Reconcile bank statements and resolve discrepancies., • Assist with payroll processing and related tax filings., • Support year-end closing processes and audits., • Communicate regularly with clients regarding their financial status., • Utilize accounting software to streamline bookkeeping tasks.Requirements:, • 5+ years experience as a bookkeeper or in a similar accounting role., • Strong knowledge of accounting principles and practices., • Proficiency in accounting software (e.g., QuickBooks, Bank recs, data entry, sales tax., • Excellent attention to detail and accuracy., • Ability to manage multiple tasks and meet deadlines., • Strong communication and interpersonal skills., • Associate degree in accounting or related field preferred., • Professional demeanor and commitment to client confidentiality.About Us:Weinstein & Formanek PC, CPAs has been serving clients with dedication and expertise for over 20 years. Our clients appreciate our personalized service and commitment to their financial well-being, while our employees enjoy a collaborative work culture that fosters growth and professional development.

Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round Business Tax Experts in one of our TurboTax Retail or Flagship 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 - Retail Business Tax 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 Retail or Flagship location as part of a collaborative team of experts, serving in-person customers who use Intuit TurboTax products. Your primary focus will be full-service tax preparation for both consumers and all business entity types such as Sole Prop, PTEs (S corps and Partnerships), providing expert tax advice, planning services, and software support, but your responsibility extends beyond that. You will serve as the primary point of contact for your customers as their dedicated Expert, owning the overall relationship and delivering both tax strategy and tax preparation services. You will develop a deep understanding of each customer's full financial picture and ensure they receive proactive, personalized guidance. As customer needs require additional expertise in bookkeeping, payroll, etc., you won't work alone—behind you is a team of bookkeeping specialists who support core accounting functions like reconciliation, payroll, and day-to-day bookkeeping. While customers may occasionally interact directly with these experts for specific accounting needs, you remain the central relationship owner, ensuring continuity and a seamless experience across all services. 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, strategic planning, or quarterly business review. 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 store in the United States. What You'll Do: Provide Tax Expertise - Give hands-on tax advice and complete tax preparation services for TurboTax consumer and business 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. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and facilitating 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 services 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. 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. Be a Proactive Community Ambassador Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach. Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. What You Get: As a TurboTax - Retail 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: Strong business tax preparation experience and extensive knowledge of tax laws as evidenced by 3 or more years of recent experience preparing federal and state business tax returns (1065 and/or 1120-S) for at least 20 clients/customers per season for compensation, using commercial tax preparation software. Minimum of 3 seasons of personal tax preparation experience, with a minimum of 30 tax returns per tax year required, in a tax practice or retail setting, for compensation General knowledge/understanding of bookkeeping required. Bookkeeping experience with books to tax preparation is highly desired and/or willingness to upskill and become a QuickBooks ProAdvisor. Experience preparing Business Tax returns and providing year-round tax prep guidance for small businesses in particular is highly desired. Must possess or be able to obtain any related state licenses, certificates, permits, or bonds. Familiarity with Circular 230 Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, 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 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 Must be willing to wear a TurboTax Uniform Must be willing to work in a front facing retail environment 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 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 $33.45 - $40.47 Illinois $30.41 - $37.06 New York $33.45 - $40.47 Washington $31.93 - $38.76 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 pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round Business Tax Experts in one of our TurboTax Retail or Flagship 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 - Retail Business Tax 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 Retail or Flagship location as part of a collaborative team of experts, serving in-person customers who use Intuit TurboTax products. Your primary focus will be full-service tax preparation for both consumers and all business entity types such as Sole Prop, PTEs (S corps and Partnerships), providing expert tax advice, planning services, and software support, but your responsibility extends beyond that. You will serve as the primary point of contact for your customers as their dedicated Expert, owning the overall relationship and delivering both tax strategy and tax preparation services. You will develop a deep understanding of each customer's full financial picture and ensure they receive proactive, personalized guidance. As customer needs require additional expertise in bookkeeping, payroll, etc., you won't work alone—behind you is a team of bookkeeping specialists who support core accounting functions like reconciliation, payroll, and day-to-day bookkeeping. While customers may occasionally interact directly with these experts for specific accounting needs, you remain the central relationship owner, ensuring continuity and a seamless experience across all services. 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, strategic planning, or quarterly business review. 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 store in the United States. What You'll Do: Provide Tax Expertise - Give hands-on tax advice and complete tax preparation services for TurboTax consumer and business 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. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and facilitating 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 services 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. 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. Be a Proactive Community Ambassador Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach. Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. What You Get: As a TurboTax - Retail 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: Strong business tax preparation experience and extensive knowledge of tax laws as evidenced by 3 or more years of recent experience preparing federal and state business tax returns (1065 and/or 1120-S) for at least 20 clients/customers per season for compensation, using commercial tax preparation software. Minimum of 3 seasons of personal tax preparation experience, with a minimum of 30 tax returns per tax year required, in a tax practice or retail setting, for compensation General knowledge/understanding of bookkeeping required. Bookkeeping experience with books to tax preparation is highly desired and/or willingness to upskill and become a QuickBooks ProAdvisor. Experience preparing Business Tax returns and providing year-round tax prep guidance for small businesses in particular is highly desired. Must possess or be able to obtain any related state licenses, certificates, permits, or bonds. Familiarity with Circular 230 Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, 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 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 Must be willing to wear a TurboTax Uniform Must be willing to work in a front facing retail environment 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 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 $33.45 - $40.47 Illinois $30.41 - $37.06 New York $33.45 - $40.47 Washington $31.93 - $38.76 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 Intuit®: Careers | Benefits (https://www.intuitbenefits.com/) ). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Bookkeeping #AdminAssistant #InventoryManagement #OperationsSupport #QuickBooks #RemoteWork #FinancialOperations #VendorManagement #AccountingSupport #BusinessOperations #AdministrativeSupport #Payroll #Excel #SmallBusinessOperations. Job Title: Admin Assistant (Bookkeeping & Inventory Management).

Job Description Job Summary We are seeking a highly organized and proactive Personal Assistant to support an attorney. This role is integral to the smooth operation of both professional and administrative matters. The ideal candidate is detail-oriented, discreet, and comfortable managing a fast-paced environment with shifting priorities. The position is full time with a minimum of 30 hours per week. Duties • Support personal tasks including personal errands, appointment scheduling, and confidential matters with discretion., • Manage and maintain detailed calendars using Microsoft Outlook Calendar, scheduling meetings, appointments, and travel arrangements efficiently., • Provide executive administrative support including drafting correspondence, proofreading documents, transcribing notes, and preparing reports with accuracy., • Coordinate projects by tracking deadlines, organizing resources, and liaising with internal teams to ensure timely completion., • Handle office management responsibilities such as filing, data entry, bookkeeping using QuickBooks, and maintaining organized office supplies and records., • Assist with event planning for corporate meetings, conferences, or special events from logistics to execution. Executive Support • Calendar management, • Scheduling meetings and appointments, • Email and correspondence management, • Administrative support for legal and business activities, • Project management and follow-up, • Drafting administrative documents, addressing emails and assembling legal documents Personal Assistant Functions • Running errands, • Weekend assistance when necessary, • Miscellaneous logistical support Qualifications • 3+ years executive assistant experience preferred, • Proven experience as an executive personal assistant or in a similar administrative role with strong office management skills., • Demonstrated proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)., • Excellent organizational skills with the ability to multitask effectively in a fast-paced environment., • Exceptional communication skills including phone etiquette and customer service experience., • Ability to handle confidential information discreetly while maintaining professionalism at all times., • Knowledge of project coordination techniques and event planning processes is highly desirable., • Spanish or Mandarin Language Skills (preferred), • Notary Public Certification (may be obtained after hire), • Valid Drivers' License Work Arrangement • Primarily in-person, • Mix of office, business, and personal support activities Benefits • Health Insurance, • Vision Insurance, • Dental Insurance Join us in this exciting role where your organizational talent and proactive approach will make a meaningful impact! We value energetic professionals eager to support leadership excellence while growing their skill set in a vibrant work environment.

Job Description Job Title: Personal Assistant / Administrative Assistant Company: Marron Foods Location: In-Person — Harrison, NY 10528 Employment Type: Full-Time Compensation: $43,000 – $55,000 / year + Medical Benefits About Us At Marron Foods, we are an industry leader in custom ingredient processing, blending, and agglomeration serving the food, beverage, and nutritional sectors. Operating out of a tight-knit, dynamic office in Harrison, NY, we pride ourselves on a culture of innovation, collaboration, and high energy. We are looking for a vibrant, detail-oriented professional to join our core team and provide high-level support to our owner. Position Overview We are seeking a positive, high-energy Personal & Administrative Assistant who loves variety and takes pride in keeping things running seamlessly. In this role, you will act as the right hand to the owner, managing a dynamic mix of personal and business-related tasks, scheduling, and general office duties. Because we are a close-knit team, everyone here rolls up their sleeves. As you master the core administrative baseline, your role will naturally evolve. You will have the unique opportunity to take on expanding responsibilities in supply chain and sales operations—learning the ins and outs of order processing, invoicing, and supporting our broader business growth. Key Responsibilities • Executive & Personal Support: Manage complex scheduling, calendar coordination, and daily operational tasks for the owner (both business and personal)., • Office Administration: Handling daily correspondence, documentation, and a wide variety of ad-hoc projects (large and small)., • Expanding Operations (Sales & Supply Chain): As you grow into the role, take on hands-on responsibilities supporting our sales operations, including inputting customer orders, managing invoices, and assisting with supply chain logistics., • Cross-Functional Collaboration: Partner effectively with team members across the organization to ensure smooth daily workflows. What We’re Looking For • Positive Energy: An upbeat, proactive, and "can-do" attitude is an absolute must., • Experience: Previous administrative or executive support experience is preferred., • Organization & Detail: Exceptional attention to detail with the ability to prioritize competing tasks in a fast-paced environment., • Tech Savvy: Strong computer skills, including proficiency in Microsoft Word and Excel. QuickBooks knowledge is a strong plus., • Adaptability: A "roll-up-your-sleeves" team player who thrives in a small, collaborative office and enjoys jumping into a wide variety of projects., • Autonomy: The ability to work independently with minimal supervision, as well as collaboratively within a team. What We Offer • Competitive Salary: $43,000 – $55,000 / year, • Comprehensive Benefits: Medical coverage, • Growth & Development: hands-on exposure and expanding responsibilities within supply chain and sales operations will follow. How to Apply Ready to bring your positive energy to a growing, industry-leading team? One-Click Apply: Submit your application instantly using your ZipRecruiter job seeker profile!

Job Description White Plains CPA Firm seeks full time senior accountants with 5 plus years of CPA firm experience. Excellent opportunity for advancement. Work closely with partners and clients. Competitive compensation and paid overtime. Benefits include vacation, medical insurance and 401K plan. Skills required • CPA or CPA candidate, • Strong Communication skills, • Experience with Lacerte, Quickbooks and Checkpoint, a plus. Responsibilities • All aspects of audit, review and compilation, • Tax preparation and review, • Work as part of a team, • Communication with clients \nCompany Description Sperduto Spector & Company, is entering its fifth decade in the accounting profession. As a multidimensional service firm, our client philosophy has always stressed three basic directives: responsiveness, attentiveness & communication Sperduto Spector & Company, is entering its fifth decade in the accounting profession. As a multidimensional service firm, our client philosophy has always stressed three basic directives: responsiveness, attentiveness & communication

Job Description We’re working with our client to source a dynamic Executive Director for their organization. In this role you’ll partner with senior leadership, boards and a management committee to oversee all operations. You’ll be responsible for managing budget and all accounting functions including grant applications and scholarships. Your skills will be used to work with our vendors evaluating performance and budgets for each. You’ll work to grow our membership and develop engagement strategies to strengthen their presence in the community. You’ll be responsible for developing an integrated communications strategy to enhance the organizations visibility and presence in the community. Qualifications • Bachelor’s degree required (degree in nonprofit management, business administration, or related field preferred), • 5–7 years of progressive management experience preferably in a nonprofit environment., • Strong financial skills (budgeting, QuickBooks or equivalent) and proficiency in standard office systems and database experience with ShulCloud, Salesforce) is highly preferred., • A strong understanding of cultural issues consistent with the for the organizations mission. The appropriate candidate will be a mission-driven, service-oriented leader who is highly collaborative and relationship-focused.

Job DescriptionWe are looking for an experienced Accounting Manager/Supervisor to lead day-to-day financial operations and administrative support for a growing organization in White Plains, New York. This position blends accounting oversight, payroll coordination, client administration, and office management, making it ideal for someone who thrives in a hands-on environment. The successful candidate will bring strong technical accounting knowledge, sound judgment, and the ability to manage detailed processes with accuracy and professionalism. Responsibilities: • Direct daily accounting activities, including payables, receivables, cash transactions, and account reconciliations to maintain accurate financial records., • Oversee recurring payroll and billing cycles, ensuring employee time and client invoicing are processed accurately and on schedule., • Prepare journal entries, support month-end and year-end close activities, assist with budgeting, and produce financial reports for leadership review., • Handle sales tax submissions, annual business filings, and coordinate with external tax professionals to support regulatory compliance., • Administer client-facing documentation such as proposals, service agreements, and contract updates with a high level of accuracy., • Manage office operations and administrative workflows to support efficient day-to-day business performance., • Support employee benefits enrollment and ongoing administration while compiling workers’ compensation reporting on a regular basis., • Maintain workforce management and accounting platforms, including updating scheduling templates, contract structures, pay rates, and billing rates as client terms change., • Review schedules and time records for accuracy, approve payroll hours, and export validated timesheet data for payroll processing and certified reporting requirements., • Produce certified payroll and other prevailing wage documentation for clients with specialized compliance obligations using third-party systems.• 7+ years of experience in accounting, office management, financial operations, or a closely related role., • Strong background in full-cycle accounting, including general ledger activity, journal entries, reconciliations, billing, and month-end close., • Hands-on experience with payroll administration and financial systems such as QuickBooks, ADP, or similar platforms., • Advanced Excel skills and comfort working with detailed financial data, reports, and audits., • Familiarity with workforce management or scheduling systems such as TrackTik or comparable software is strongly preferred., • Knowledge of compliance-related reporting, including certified payroll, prevailing wage requirements, sales tax filings, or workers’ compensation reporting., • Excellent organizational skills and close attention to detail when managing multiple priorities, rate structures, and deadlines., • Strong written and verbal communication skills with the ability to work effectively with clients, vendors, external advisors, and internal teams.

Job Description Trexquant is a growing systematic fund manager with a team of accomplished technologists. We apply statistical and machine learning techniques to build investment portfolios and trade client assets across global equity and futures markets. As we expand our strategies, data, infrastructure, and overseas offices, we are seeking a Staff Accountant to support the management company's day-to-day accounting and to serve as a trained backup for key Middle Office and Controller functions. Responsibilities • Manage invoice and accounts payable processes, including contract management, and support workflow improvements and automation, • Review and approve interview and relocation expense reimbursements against firm policy, • Administer the employee travel booking platform, including onboarding travelers and approving bookings and expense exceptions, • Maintain the management company books and records, including monthly close, • Review intercompany cost allocation calculations and process funding transfers to overseas offices, in line with transfer pricing policy, • Learn and periodically perform daily P&L and position reconciliation to provide Middle Office coverage, • Learn and periodically assist with monthly NAV review and approval to provide Controller coverage, • Maintain and improve accounting procedures, documentation, and internal controls Requirements • Bachelor's degree in Accounting, Finance, or related field, • 0–3 years of accounting experience; internship or entry-level hedge fund/financial services experience a plus, not required, • Working knowledge of QuickBooks or willingness to learn quickly, • Strong Excel skills (VLOOKUP/XLOOKUP, SUMIFS, pivot tables), • High attention to detail and comfort with high transaction volume across many vendors/counterparties, • Interest in learning fund accounting, NAV mechanics, and P&L reconciliation over time, • Exposure to Geneva (SS&C/Advent) a plus but not required Benefits • Competitive salary plus bonus based on individual and company performance., • Collaborative, casual, and friendly work environment., • PPO Health, dental and vision insurance premiums fully covered for you and your. Dependents., • Pre-tax commuter benefits., • Weekly company meals.

Job Description We are seeking a detail-oriented Accountant to join our team in Mount Vernon, NY. This in-office position is ideal for an experienced accounting professional who is skilled in bookkeeping, financial reporting, account reconciliations, and general accounting functions. A minimum of 10+ years of accounting experience in construction or manufacturing is required. Responsibilities include: • Maintain accurate financial records, • Prepare sales tax reports, • Reconcile bank and general ledger accounts, • Process payroll, • Review Accounts Payable and Accounts Receivable Qualifications: • Degree in Accounting, Finance, or a related field preferred, • 10+ years of accounting experience in construction or manufacturing, • Proficiency with QuickBooks preferred, • Attention to detail and organizational skills, • Ability to work independently and schedule deadlines This position does not require CPA certification. We welcome qualified accountants, bookkeepers, and accounting professionals with relevant experience. \nCompany Description Major New York Asphalt Manufacturing Facility Major New York Asphalt Manufacturing Facility

Process daily financial transactions, a/p and a/r entry in QuickBooks, order office supplies, upload documents and maintain file system.Maintain insurance policies, employee records and complete special projects to support management.Organize and maintain company records so that they are readily acc

Bookkeeping & Financial Operations: Maintain accurate financial records in QuickBooks Online Manage accounts payable and receivable, reconcile accounts, and track expenses Prepare financial reports and assist with budgeting and forecasting Generate and manage client invoices using Clio billing softw

White Plains, NY Grassi has redefined what it means to be an advisor and accountant to today's businesses and individuals. Nationally ranked as one of the largest and fastest-growing accounting firms in the nation, Grassi is a leading provider of advisory, tax, and accounting services across key sectors including construction, architecture and engineering, not-for-profit, healthcare, manufacturing and distribution, financial services, real estate, and more. With over 550 employees and eleven offices spanning the New York Metropolitan Area, Long Island, the Northeast, Florida, New England, Denver and an international presence in Italy, we are strategically positioned to serve clients locally and globally. In 2023, Grassi became an employee-owned company by implementing an ESOP, establishing our independence and empowering our people to drive the firm's future success. The ESOP ensures that equity partners and all Grassi U.S. employees have the exclusive opportunity to own the firm's stock, making them integral to the company's future. Job Summary We are currently seeking a Client Accounting Services Senior to join our team in any of the following office locations: White Plains, NY. This role offers an exciting opportunity to be part of a dynamic and growing firm. The Client Accounting Services Senior provides clients with various accounting duties requiring some evaluation, ingenuity, and accuracy on a timely basis. Our professionals utilize a client-focused approach to all our engagements and work closely with a diverse clientele. Duties are performed according to generally accepted accounting principles. Responsibilities include, but are not limited to: • Assisting with core accounting processes, including maintaining the general ledger, preparing and posting journal entries, and supporting the monthly close process, • Preparing monthly balance sheet reconciliations and investigating variances or discrepancies, • Supporting the preparation of monthly and quarterly financial statements, including workpapers and supporting schedules, • Performing bank, credit card, and other account reconciliations, ensuring accuracy and completeness of financial data, • Compiling and analyzing financial information to support general ledger activity and document business transactions, • Assisting with cash flow tracking and basic forecasting activities, • Monitoring deadlines and ensuring timely completion of assigned deliverables and compliance-related filings, • Supporting responses to tax notices and inquiries, including gathering documentation and performing basic research, • Performing analytical procedures to identify trends, fluctuations, and variances, and assisting in drafting explanations, • Ensuring adherence to generally accepted accounting principles (GAAP), as well as firm and client policies and procedures, • Communicating with clients to address routine requests and provide updates on deliverables, • Collaborating with senior team members and assisting with special projects as needed Qualifications • Bachelor's degree in Accounting required, • Minimum of at least 3+ years of relevant experience, • CPA and/or in process of obtaining CPA preferred, • Excellent interpersonal, organizational, initiative, and leadership skills, • Strong written and verbal communication skills, • Proficiency with Microsoft Office Suite and Advanced level QuickBooks skills desired, • Ability to manage multiple priorities in a deadline-driven environment, • Ability to work in team environment and to work additional hours as needed, • Maintains a high level of professionalism and consistently demonstrates respect for others Why Grassi? Our firm is consistently ranked by Vault.com and the Best Places to Work group for our commitment to compensation, paid time off, work-life balance, culture and more. Some of the ways we accomplish this include: Flexibility: Our work-life balance initiatives include generous paid time off, flexible "Dress for Your Day" dress code, telecommuting options, flex-time policies, and summer hours, enhanced by our Floating Summer Friday's program, which allows team members three extra Fridays off during the summer months in addition to their PTO. Company Culture: Here at Grassi we are dedicated to creating an environment for our team members that is positive, productive, and aligns with our company's high standards of inclusivity, diversity, and equity. We work closely with our DEI Council and Grassi Women's Council to organize events throughout the year to bring the firm together for open dialogue and awareness of global diversity issues. Through our charitable initiative, Grassi Gives Back, we proudly support organizations such as Ronald McDonald House, Toys for Tots, Autism Speaks, Long Island Cares, and many of our nonprofit clients. Benefits Package: Competitive base compensation with eligibility for a raise and bonus each June or December based on performance metrics and level. Medical, Dental, and Vision Insurance, employer contribution to life insurance, 401(k) plan, ESOP, and client and employee referral bonus program. ESOP Owned: The ESOP ensures that equity partners and all Grassi U.S. employees have the exclusive opportunity to own the firm's stock, making them integral to the company's future. Unlike many other ESOPs, Grassi's is privately funded, with no outside investors or private equity firms involved in the plan. CPA Incentive: Financial assistance toward the achievement of the CPA certification which includes the cost of the CPA study materials, CPA exam registration and sitting fees for all 4 parts (up to 2 x per part), plus the CPA application and licensing fees. Paid study time during work hours, additional paid time off to take your scheduled exam and a bonus paid upon passing the CPA exam. Learning and Development: We offer Continuing Professional Education (CPE) opportunities, including both technical and soft skills training. These opportunities are available through internal courses and external programs led by well-known industry instructors, all at no cost to our employees. Wellness Resources: Discounted gym memberships and various wellness initiatives and programs such as the CALM app that helps our team members lower stress, decrease anxiety, improve focus, and get more restful sleep. Compensation for this role is determined based on a combination of factors, including but not limited to your relevant experience, skills, certifications, and geographic location. We strive to offer competitive, equitable pay, that reflects the value each team member brings to the organization. In addition to base salary, we offer a comprehensive benefits package that includes performance-based incentives, wellness and retirement programs, and opportunities for continuous professional development. Salary ranges are provided to offer transparency and may vary depending on final candidate qualifications and local market conditions. Please find compensation information below for candidates residing in New York. New York ranges are from $X $X Recruitment Fraud Notice: Grassi Advisory Group, Inc. and its affiliated entities ("Grassi") will never ask candidates to pay fees, purchase equipment, or provide payment information. Legitimate recruiting communications from Grassi are sent only from an @grassiadvisors.com email address and will not be conducted via text message, WhatsApp, or other messaging apps. If you are unsure about a communication, do not respond, please verify it by calling Grassi's main phone number listed on our official website.

Chelmsford, MA About Grassi After more than 40 years of business growth and industry change, Grassi has redefined what it means to be an advisor and accountant to today's businesses and individuals. Nationally ranked as one of the largest and fastest-growing accounting firms in the nation, Grassi is a leading provider of advisory, tax, and accounting services across key sectors including construction, architecture and engineering, not-for-profit, healthcare, manufacturing and distribution, financial services, real estate, and more. Several publications have ranked us among the top accounting firms to work for, highlighting our strength in work-life balance, culture, and wellness categories. With over 550 employees and nine offices spanning the New York Metropolitan Area, Long Island, the Northeast, Florida, New England, and an international presence in Italy, we are strategically positioned to serve clients locally and globally. In 2023, Grassi became an employee-owned company by implementing an ESOP, establishing our independence and empowering our people to drive the firm's future success. The ESOP ensures that equity partners and all Grassi U.S. employees have the exclusive opportunity to own the firm's stock, making them integral to the company's future. Job Summary We are currently seeking a Non-for-Profit Audit Manager to join our team in any of the following office locations: Jericho, NY; New York, NY; Ronkonkoma, NY; White Plains, NY; Park Ridge, NJ; Chelmsford, MA; Needham, MA; Palm Beach, FL. This role offers an exciting opportunity to be part of a dynamic and growing firm. Our NFP Audit Managers are responsible for leading multiple NFP audit engagements from planning through final deliverables. This includes managing client relationships, overseeing fieldwork, reviewing audit workpapers and financial statements, and ensuring timely completion of engagements in accordance with applicable standards. Audit Managers play a key role in supervising, mentoring, and developing staff, while also identifying areas for process improvement and contributing to the firm's technical and quality control initiatives within the nonprofit audit practice. Responsibilities include, but are not limited to: • Managing multiple audit engagements for the not-for-profit industry from initial planning through final deliverables, including scoping, risk assessment, fieldwork supervision, and completion procedures, budgeting, • Managing client relationships by serving as the primary point of contact on engagements, responding to client inquiries, and addressing accounting and audit-related issues in a timely manner, • Managing, training, and mentoring associates and interns, reviewing their work for quality and accuracy, and providing timely feedback and development support, • Reviewing audit workpapers, financial statements, and reports to ensure compliance with professional and firm standards, • Participating in audit procedures, with a focus on complex or specialized accounting and audit issues, • Identifying and consulting with clients on the impact of new accounting pronouncements, • Demonstrating a critical assessment of the reliability of client information and the planned audit approach throughout the engagement, • Drafting complex financial statements and related footnote disclosures and effectively communicating them to clients, • Communicating with audit teams regarding engagement status and assisting in resolving client issues as they arise, • Evaluating internal controls and identifying areas of risk, inefficiency, or opportunity for improvement, • Performing detailed reviews of team workflows and monitoring task assignments to ensure timely completion, • Researching and resolving complex accounting, auditing, and reporting issues using authoritative guidance and firm resources, • Collaborating with partners and managers to develop audit strategies and improve engagement efficiency and client service, • Keeping Audit Partners informed of significant client issues, engagement risks, or developments on a timely basis, • Leading small to medium-sized engagements through final documentation and reporting with minimal changes upon review, • Assisting in staff performance evaluations and contributing to talent development initiatives, • Ensuring projects are completed within established timeframes and budgets while maintaining high quality standards, • Ensuring compliance with applicable professional standards and firm policies, • Meeting project deadlines and managing time efficiently across multiple engagements Qualifications • Bachelor's degree in Accounting; Masters Degree in Accounting preferred, • Minimum of 5 years progressive audit experience in public accounting, with experience leading multiple audit engagements and staff, • Non-for-profit industry knowledge required, • CPA license required, • Must be a subject matter expert of non-for-profit contracts as well as the percentage-of-completion and completed contract methods of accounting, • Proven ability to supervise and lead staff while working collaboratively in a team environment, • The willingness and ability to work additional hours, as needed, and travel to various client sites, • Excellent interpersonal, organizational, initiative, client-relationship and leadership skills, • Strong written and verbal communication skills, • Proficiency with Microsoft Office Suite and Accounting software such as QuickBooks, CaseWare, ProSystem fx Engagement, CCH, etc., • Ability to manage multiple priorities in a deadline-driven environment, • Maintains a high level of professionalism and consistently demonstrates respect for others, • Ability to travel as needed, • U.S. work authorization required; we do not sponsor or transfer work visas Why Grassi? Our firm is consistently ranked by Vault.com and the Best Places to Work group for our commitment to compensation, paid time off, work-life balance, culture and more. Some of the ways we accomplish this include: Flexibility: Our work-life balance initiatives include generous paid time off, flexible "Dress for Your Day" dress code, telecommuting options, flex-time policies, and summer hours, enhanced by our Floating Summer Friday's program, which allows team members three extra Fridays off during the summer months in addition to their PTO. Company Culture: Here at Grassi we are dedicated to creating an environment for our team members that is positive, productive, and aligns with our company's high standards of inclusivity, diversity, and equity. We work closely with our DEI Council and Grassi Women's Council to organize events throughout the year to bring the firm together for open dialogue and awareness of global diversity issues. Through our charitable initiative, Grassi Gives Back, we proudly support organizations such as Ronald McDonald House, Toys for Tots, Autism Speaks, Long Island Cares, and many of our nonprofit clients. Benefits Package: Competitive base compensation with eligibility for a raise and bonus each June or December based on performance metrics and level. Medical, Dental, and Vision Insurance, employer contribution to life insurance, 401(k) plan, ESOP, and client and employee referral bonus program. ESOP Owned: The ESOP ensures that equity partners and all Grassi U.S. employees have the exclusive opportunity to own the firm's stock, making them integral to the company's future. Unlike many other ESOPs, Grassi's is privately funded, with no outside investors or private equity firms involved in the plan. CPA Incentive: Financial assistance toward the achievement of the CPA certification which includes the cost of the CPA study materials, CPA exam registration and sitting fees for all 4 parts (up to 2 x per part), plus the CPA application and licensing fees. Paid study time during work hours, additional paid time off to take your scheduled exam and a bonus paid upon passing the CPA exam. Learning and Development: We offer Continuing Professional Education (CPE) opportunities, including both technical and soft skills training. These opportunities are available through internal courses and external programs led by well-known industry instructors, all at no cost to our employees. Wellness Resources: Discounted gym memberships and various wellness initiatives and programs such as the CALM app that helps our team members lower stress, decrease anxiety, improve focus, and get more restful sleep. Compensation for this role is determined based on a combination of factors, including but not limited to your relevant experience, skills, certifications, and geographic location. We strive to offer competitive, equitable pay, that reflects the value each team member brings to the organization. In addition to base salary, we offer a comprehensive benefits package that includes performance-based incentives, wellness and retirement programs, and opportunities for continuous professional development. Salary ranges are provided to offer transparency and may vary depending on final candidate qualifications and local market conditions

A confidential, single-family office affiliated with a sophisticated investment platform is seeking a Family Office / Fund Accountant to join a lean, highly collaborative finance team. This role supports comprehensive accounting and financial reporting across a diverse set of entities, including investment vehicles, operating companies, trusts, and foundations. The position offers broad exposure, direct stakeholder interaction, and meaningful responsibility in a dynamic environment. Key Responsibilities • Perform core accounting functions including bank reconciliations, daily cash monitoring, journal entries, and month-end general ledger closes, • Maintain books and records for family-owned domestic and international for-profit entities, • Prepare monthly financial statements and supporting schedules across investments, operating companies, foundations, estate planning vehicles, and personal wealth structures, • Produce monthly and quarterly financial reporting packages for internal and external stakeholders, • Assist with the preparation of VAT filings, internal and external budgets, and forecast analyses, • Prepare and/or review annual audit workpapers and assist with audit coordination, • Support ad-hoc and special projects as directed by senior leadership or clients (scope varies year to year), • Act as a key liaison with internal teams, external advisors, consultants, and service providers, • Communicate directly with family members and stakeholders, including responding to requests that may fall outside traditional accounting responsibilities, in partnership with the broader family office team Qualifications • Bachelor's degree in Accounting or a related discipline, • 26 years of relevant experience in public accounting, fund accounting, family office, or comparable financial roles, • Strong understanding of general ledger accounting, financial statements, and reconciliations, • High proficiency in Microsoft Excel and financial reporting tools, • Experience with accounting systems (e.g., QuickBooks or similar platforms) preferred, • Strong organizational skills with the ability to manage multiple entities and priorities simultaneously, • Professional, discreet communicator comfortable interacting with senior stakeholders and family principals Attributes for Success • Detail-oriented, proactive, and highly dependable, • Comfortable working in a small-team, high-responsibility environment, • Able to balance structured accounting work with ad-hoc, client-driven requests, • Demonstrates sound judgment, discretion, and a service-oriented mindset Compensation & Benefits A competitive base salary, performance bonus potential, and a comprehensive benefits package including health coverage, retirement plan with employer contribution, and paid time off. Compensation will be commensurate with experience and qualifications.

Grassi has redefined what it means to be an advisor and accountant to today's businesses and individuals. Nationally ranked as one of the largest and fastest-growing accounting firms in the nation, Grassi is a leading provider of advisory, tax, and accounting services across key sectors including construction, architecture and engineering, not-for-profit, healthcare, manufacturing and distribution, financial services, real estate, and more. Several publications have ranked us among the top accounting firms to work for, highlighting our strength in work-life balance, culture, and wellness categories. With over 550 employees and eleven offices spanning the New York Metropolitan Area, Long Island, the Northeast, Florida, New England, Denver and an international presence in Italy, we are strategically positioned to serve clients locally and globally. In 2023, Grassi became an employee-owned company by implementing an ESOP, establishing our independence and empowering our people to drive the firm's future success. The ESOP ensures that equity partners and all Grassi U.S. employees have the exclusive opportunity to own the firm's stock, making them integral to the company's future. We are currently seeking a Tax Controversy Manager to join our team in our White Plains, NY; Jericho, NY; New York, NY; Park Ridge, NJ; Chelmsford, MA; Needham, MA; Glastonbury, CT; or Wayne, PA. We will also consider remote candidates based in New York, New Jersey, Massachusetts, Connecticut, and the Greater Philadelphia market. This role offers an exciting opportunity to be part of a dynamic and growing firm. Responsibilities include, but are not limited to: • Researching Federal tax issues for clients including but not limited to Case law and Revenue Rulings that can be used to successfully respond to notices and inquired received from the IRS and or other taxing authorities, • Enhancing tax functions through process improvements, technology optimization, and implementation of efficient compliance solutions, • Collaborating across service lines to deliver integrated tax strategies and value-added client solutions, • Representing clients in examinations, audits, and tax controversy matters before the IRS and also various state taxing authorities, • Contributing to practice growth through business development initiatives, networking, thought leadership, and client presentations, • Building, mentoring, and developing team members while fostering technical excellence, collaboration, and professional growth Qualifications: • Bachelor's degree in Accounting and/or Masters degree in Accounting or related field, • Minimum of 5+ years of relevant experience, • CPA, EA, and or/ JD required, • Experience in managing all aspects of Federal taxation and IRS audits from start to finish, including appeals and tax court petitions, • Excellent interpersonal, organizational, initiative, and leadership skills, • Strong written and verbal communication skills, • Proficiency with Microsoft Office Suite and QuickBooks Online, NetSuite, Shopify, Avalara, and Avatax, • Ability to manage multiple priorities in a deadline-driven environment, • Maintains a high level of professionalism and consistently demonstrates respect for others Why Grassi? Our firm is consistently ranked by Vault.com and the Best Places to Work group for our commitment to compensation, paid time off, work-life balance, culture and more. Some of the ways we accomplish this include: Flexibility: Our work-life balance initiatives include generous paid time off, flexible "Dress for Your Day" dress code, telecommuting options, flex-time policies, and summer hours, enhanced by our Floating Summer Friday's program, which allows team members three extra Fridays off during the summer months in addition to their PTO. Company Culture: Here at Grassi we are dedicated to creating an environment for our team members that is positive, productive, and aligns with our company's high standards of inclusivity, diversity, and equity. We work closely with our DEI Council and Grassi Women's Council to organize events throughout the year to bring the firm together for open dialogue and awareness of global diversity issues. Through our charitable initiative, Grassi Gives Back, we proudly support organizations such as Ronald McDonald House, Toys for Tots, Autism Speaks, Long Island Cares, and many of our nonprofit clients. Benefits Package: Competitive base compensation with eligibility for a raise and bonus each June or December based on performance metrics and level. Medical, Dental, and Vision Insurance, employer contribution to life insurance, 401(k) plan, ESOP, and client and employee referral bonus program. ESOP Owned: The ESOP ensures that equity partners and all Grassi U.S. employees have the exclusive opportunity to own the firm's stock, making them integral to the company's future. Unlike many other ESOPs, Grassi's is privately funded, with no outside investors or private equity firms involved in the plan. CPA Incentive: Financial assistance toward the achievement of the CPA certification which includes the cost of the CPA study materials, CPA exam registration and sitting fees for all 4 parts (up to 2 x per part), plus the CPA application and licensing fees. Paid study time during work hours, additional paid time off to take your scheduled exam and a bonus paid upon passing the CPA exam. Learning and Development: We offer Continuing Professional Education (CPE) opportunities, including both technical and soft skills training. These opportunities are available through internal courses and external programs led by well-known industry instructors, all at no cost to our employees. Wellness Resources: Discounted gym memberships and various wellness initiatives and programs such as the CALM app that helps our team members lower stress, decrease anxiety, improve focus, and get more restful sleep. Compensation for this role is determined based on a combination of factors, including but not limited to your relevant experience, skills, certifications, and geographic location. We strive to offer competitive, equitable pay, that reflects the value each team member brings to the organization. In addition to base salary, we offer a comprehensive benefits package that includes performance-based incentives, wellness and retirement programs, and opportunities for continuous professional development. Salary ranges are provided to offer transparency and may vary depending on final candidate qualifications and local market conditions. New York ranges are from $130,000 $160,000. New Jersey ranges are from $130,000 $160,000. Massachusetts ranges are from $130,000 $160,000. Connecticut ranges are from $130,000 $160,000. Recruitment Fraud Notice: Grassi Advisory Group, Inc. and its affiliated entities ("Grassi") will never ask candidates to pay fees, purchase equipment, or provide payment information. Legitimate recruiting communications from Grassi are sent only from an @grassiadvisors.com email address and will not be conducted via text message, WhatsApp, or other messaging apps. If you are unsure about a communication, do not respond, please verify it by calling Grassi's main phone number listed on our official website.

Jericho, NY; New York, NY; White Plains, NY About Grassi After more than 40 years of business growth and industry change, Grassi has redefined what it means to be an advisor and accountant to today's businesses and individuals. Nationally ranked as one of the largest and fastest-growing accounting firms in the nation, Grassi is a leading provider of advisory, tax, and accounting services across key sectors including construction, architecture and engineering, not-for-profit, healthcare, manufacturing and distribution, financial services, real estate, and more. Several publications have ranked us among the top accounting firms to work for, highlighting our strength in work-life balance, culture, and wellness categories. With over 550 employees and eleven offices spanning the New York Metropolitan Area, Long Island, the Northeast, Florida, New England, Denver and an international presence in Italy, we are strategically positioned to serve clients locally and globally. In 2023, Grassi became an employee-owned company by implementing an ESOP, establishing our independence and empowering our people to drive the firm's future success. The ESOP ensures that equity partners and all Grassi U.S. employees have the exclusive opportunity to own the firm's stock, making them integral to the company's future. Job Summary We are currently seeking a Client Accounting Services Senior Nonprofit Practice to join our team in any of the following office locations: Jericho, NY; New York, NY; White Plains, NY. This role offers an exciting opportunity to be part of a dynamic and growing firm. The Client Accounting Services Senior provides nonprofit clients with various accounting and advisory duties requiring evaluation, ingenuity, and accuracy on a timely basis. Working closely with a diverse portfolio of not-for-profit organizations, our professionals deliver outsourced accounting, fund accounting, and financial reporting in accordance with generally accepted accounting principles and FASB ASC 958. This role supports the monthly close, audit readiness, and Form 990 preparation, and offers meaningful exposure to mission-driven organizations across the sector. Responsibilities include, but are not limited to: • Performing core accounting functions for nonprofit clients, including maintaining the general ledger, preparing and posting journal entries, and supporting the monthly close process, • Preparing monthly balance sheet reconciliations and investigating variances, including the tracking of donor-restricted and board-designated net assets, • Supporting the preparation of monthly and quarterly nonprofit financial statements in accordance with FASB ASC 958, including workpapers and supporting schedules, • Performing bank, credit card, investment, and other account reconciliations, ensuring accuracy and completeness of financial data, • Preparing and maintaining functional expense allocations across program, management and general, and fundraising categories, • Preparing budget-to-actual reporting, variance analysis, and management reporting packages for client leadership and boards, • Assisting with audit readiness, including preparing workpapers and prepared-by-client (PBC) schedules and responding to external auditor requests, • Supporting the preparation and review of supporting data for Form 990 and related filings, coordinating with tax preparers as needed, • Monitoring grant and funder compliance requirements and ensuring timely completion of assigned deliverables and compliance-related filings, • Ensuring adherence to generally accepted accounting principles (GAAP) and nonprofit accounting standards, as well as firm and client policies and procedures, • Communicating with clients to address routine requests and provide updates on deliverables, • Reviewing the work of associates and offshore support staff, and collaborating with senior team members on special projects as needed Qualifications • Bachelor's degree in Accounting required, • Minimum of at least 3+ years of relevant accounting experience, with nonprofit or public accounting experience preferred, • Knowledge of nonprofit accounting standards (FASB ASC 958), including net asset classification and functional expense reporting; familiarity with Form 990, Uniform Guidance, or single audit requirements a plus, • CPA and/or in process of obtaining CPA preferred, • Excellent interpersonal, organizational, initiative, and leadership skills, • Strong written and verbal communication skills, • Proficiency with Microsoft Office Suite (advanced Excel) and accounting software such as QuickBooks Online, Sage Intacct, and Fund EZ desired, • Ability to manage multiple priorities in a deadline-driven environment, • Ability to work in team environment and to work additional hours as needed, • Maintains a high level of professionalism and consistently demonstrates respect for others Why Grassi? Our firm is consistently ranked by Vault.com and the Best Places to Work group for our commitment to compensation, paid time off, work-life balance, culture and more. Some of the ways we accomplish this include: Flexibility: Our work-life balance initiatives include generous paid time off, flexible "Dress for Your Day" dress code, telecommuting options, flex-time policies, and summer hours, enhanced by our Floating Summer Friday's program, which allows team members three extra Fridays off during the summer months in addition to their PTO. Company Culture: Here at Grassi we are dedicated to creating an environment for our team members that is positive, productive, and aligns with our company's high standards of inclusivity, diversity, and equity. We work closely with our DEI Council and Grassi Women's Council to organize events throughout the year to bring the firm together for open dialogue and awareness of global diversity issues. Through our charitable initiative, Grassi Gives Back, we proudly support organizations such as Ronald McDonald House, Toys for Tots, Autism Speaks, Long Island Cares, and many of our nonprofit clients. Benefits Package: Competitive base compensation with eligibility for a raise and bonus each June or December based on performance metrics and level. Medical, Dental, and Vision Insurance, employer contribution to life insurance, 401(k) plan, ESOP, and client and employee referral bonus program. ESOP Owned: The ESOP ensures that equity partners and all Grassi U.S. employees have the exclusive opportunity to own the firm's stock, making them integral to the company's future. Unlike many other ESOPs, Grassi's is privately funded, with no outside investors or private equity firms involved in the plan. CPA Incentive: Financial assistance toward the achievement of the CPA certification which includes the cost of the CPA study materials, CPA exam registration and sitting fees for all 4 parts (up to 2 x per part), plus the CPA application and licensing fees. Paid study time during work hours, additional paid time off to take your scheduled exam and a bonus paid upon passing the CPA exam. Learning and Development: We offer Continuing Professional Education (CPE) opportunities, including both technical and soft skills training. These opportunities are available through internal courses and external programs led by well-known industry instructors, all at no cost to our employees. Wellness Resources: Discounted gym memberships and various wellness initiatives and programs such as the CALM app that helps our team members lower stress, decrease anxiety, improve focus, and get more restful sleep. Compensation for this role is determined based on a combination of factors, including but not limited to your relevant experience, skills, certifications, and geographic location. We strive to offer competitive, equitable pay, that reflects the value each team member brings to the organization. In addition to base salary, we offer a comprehensive benefits package that includes performance-based incentives, wellness and retirement programs, and opportunities for continuous professional development. Salary ranges are provided to offer transparency and may vary depending on final candidate qualifications and local market conditions. Please find compensation information below for candidates residing in New York. New York ranges are from $80,000 $100,000 Recruitment Fraud Notice: Grassi Advisory Group, Inc. and its affiliated entities ("Grassi") will never ask candidates to pay fees, purchase equipment, or provide payment information. Legitimate recruiting communications from Grassi are sent only from an @grassiadvisors.com email address and will not be conducted via text message, WhatsApp, or other messaging apps. If you are unsure about a communication, do not respond, please verify it by calling Grassi's main phone number listed on our official website.

At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. Armanino is proud to be among the top 20 largest accounting and consulting firms in the nation and one of the best places to work. We have a community of resources that are ready and willing to support your ideas, build your skills, and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don't check-out of life when you check-in at work. That's why we've created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas. We're seeking a Senior Consultant to join our Family Office Outsourcing team and help clients grow, succeed, and achieve their financial goals. You'll work with diverse family office and private client portfolios, including multiple entities, alternative investments, and complex equity structures. This role offers opportunities to deepen technical expertise, lead client engagements, and grow within the family office or private client services space. Job Responsibilities • Lead day-to-day accounting operations for multiple clients, including general ledger, accounts payable, accounts receivable, payroll, and period-end close., • Manage accounting across multiple entities, including intercompany transactions and consolidated reporting., • Manage investment, fund, and trust accounting, including alternative investments, capital accounts, distributions, and complex ownership structures., • Communicate routinely with senior executives, advisors, and client decision-makers regarding financial close, issues, and deliverables., • Train, supervise, and mentor staff accountants on day-to-day functions and family office-specific processes., • Assist with onboarding new clients, including process setup, allocation of resources, and staff training., • Participate in the accounting software implementations or integrations., • Assist in corporate and business owner tax matters as applicable. Requirements • Bachelor's degree in Accounting, Finance, or related field., • Minimum 3 years of hands-on experience in accounting operations and financial reporting, including GL, AP, AR, payroll, and period-end close., • Experience managing accounting for 1050+ entities in a multi-entity environment., • Exposure to investment accounting, fund accounting, alternative investments, or equity/member capital account management., • Strong written and verbal communication skills; able to present financial information clearly to clients and advisors., • Ability to work independently, prioritize effectively, and deliver accurate results under tight deadlines., • Proficiency with accounting and investment software (e.g., Sage Intacct, NetSuite, QuickBooks Online, Addepar, BlackDiamond, or similar platforms). Preferred Qualifications • CPA designation or progress toward certification., • Experience supervising or mentoring junior staff and guiding client engagements., • Familiarity with wealth management, fund administration, private equity, or real estate investment accounting., • Direct experience in a family office or private client services environment, including multi-entity accounting, complex equity structures, and investment reporting., • Strong knowledge of trust accounting and alternative investments. Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge. Armanino does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees. In addition, Talent Acquisition is the sole point of contact, and contacting others in our organization without Talent Acquisition's knowledge will result in termination of contract. Certain states require us to disclose the pay range and benefits summary for job openings. For Illinois residents and New York residents the compensation range for this position: $81,300 - $105,900. Compensation may vary based on skills, role, and location. Eligible employees at certain levels can participate in a discretionary long-term financial incentive plan, subject to plan participation rules. Armanino has a robust offering of benefits, including: • Medical, dental, vision, • Generous PTO plan and paid sick time, • Flexible work arrangements, • 401K with Profit Sharing, • Wellness program, • Generous parental leave, • 11 paid holidays For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration. For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance

We are currently seeking a SALT Sales Tax Manager to join our team in our White Plains, NY; Jericho, NY; New York, NY; Park Ridge, NJ; Chelmsford, MA; Needham, MA; Glastonbury, CT; or Wayne, PA. We will also consider remote candidates based in New York, New Jersey, Massachusetts, Connecticut, and the Greater Philadelphia market. This role offers an exciting opportunity to be part of a dynamic and growing firm. Responsibilities include, but are not limited to: • Advising clients on complex state and local tax matters specifically focused on sales and use, • Leading multistate sales and use tax planning, controversy, and consulting engagements across a diverse client base, • Researching technical sales and use tax issues and developing strategic recommendations, memoranda, and planning solutions, • Enhancing tax functions through process improvements, technology optimization, and implementation of efficient compliance solutions, • Collaborating across service lines to deliver integrated tax strategies and value-added client solutions, • Representing clients in examinations, audits, and tax controversy matters before state taxing authorities, • Contributing to practice growth through business development initiatives, networking, thought leadership, and client presentations, • Building, mentoring, and developing team members while fostering technical excellence, collaboration, and professional growth Qualifications: • Bachelor's degree in Accounting and/or Masters degree in Accounting or related field, • Minimum of 5+ years of relevant experience, • CPA and or/ JD required, • Experience in managing all aspects of sales and use tax audits from start to finish, • Excellent interpersonal, organizational, initiative, and leadership skills, • Strong written and verbal communication skills, • Proficiency with Microsoft Office Suite and QuickBooks Online, NetSuite, Shopify, Avalara, and Avatax, • Ability to manage multiple priorities in a deadline-driven environment, • Maintains a high level of professionalism and consistently demonstrates respect for others Why Grassi? Our firm is consistently ranked by Vault.com and the Best Places to Work group for our commitment to compensation, paid time off, work-life balance, culture and more. Some of the ways we accomplish this include: Flexibility: Our work-life balance initiatives include generous paid time off, flexible "Dress for Your Day" dress code, telecommuting options, flex-time policies, and summer hours, enhanced by our Floating Summer Friday's program, which allows team members three extra Fridays off during the summer months in addition to their PTO. Company Culture: Here at Grassi we are dedicated to creating an environment for our team members that is positive, productive, and aligns with our company's high standards of inclusivity, diversity, and equity. We work closely with our DEI Council and Grassi Women's Council to organize events throughout the year to bring the firm together for open dialogue and awareness of global diversity issues. Through our charitable initiative, Grassi Gives Back, we proudly support organizations such as Ronald McDonald House, Toys for Tots, Autism Speaks, Long Island Cares, and many of our nonprofit clients. Benefits Package: Competitive base compensation with eligibility for a raise and bonus each June or December based on performance metrics and level. Medical, Dental, and Vision Insurance, employer contribution to life insurance, 401(k) plan, ESOP, and client and employee referral bonus program. ESOP Owned: The ESOP ensures that equity partners and all Grassi U.S. employees have the exclusive opportunity to own the firm's stock, making them integral to the company's future. Unlike many other ESOPs, Grassi's is privately funded, with no outside investors or private equity firms involved in the plan. CPA Incentive: Financial assistance toward the achievement of the CPA certification which includes the cost of the CPA study materials, CPA exam registration and sitting fees for all 4 parts (up to 2 x per part), plus the CPA application and licensing fees. Paid study time during work hours, additional paid time off to take your scheduled exam and a bonus paid upon passing the CPA exam. Learning and Development : We offer Continuing Professional Education (CPE) opportunities, including both technical and soft skills training. These opportunities are available through internal courses and external programs led by well-known industry instructors, all at no cost to our employees. Wellness Resources: Discounted gym memberships and various wellness initiatives and programs such as the CALM app that helps our team members lower stress, decrease anxiety, improve focus, and get more restful sleep. Compensation for this role is determined based on a combination of factors, including but not limited to your relevant experience, skills, certifications, and geographic location. We strive to offer competitive, equitable pay, that reflects the value each team member brings to the organization. In addition to base salary, we offer a comprehensive benefits package that includes performance-based incentives, wellness and retirement programs, and opportunities for continuous professional development. Salary ranges are provided to offer transparency and may vary depending on final candidate qualifications and local market conditions. Please find compensation information below for candidates residing in the following market(s): New York ranges are from $130,000 $160,000 New Jersey ranges are from $130,000 $160,000 Massachusetts ranges are from $130,000 $160,000 Connecticut ranges are from $130,000 $160,000 Recruitment Fraud Notice: Grassi Advisory Group, Inc. and its affiliated entities ("Grassi") will never ask candidates to pay fees, purchase equipment, or provide payment information. Legitimate recruiting communications from Grassi are sent only from an @grassiadvisors.com email address and will not be conducted via text message, WhatsApp, or other messaging apps. If you are unsure about a communication, do not respond, please verify it by calling Grassi's main phone number listed on our official website.

Intuit in Stamford, Connecticut seeks a Tax Accountant to prepare and review federal and state tax returns for individuals and small businesses, leveraging TurboTax and QuickBooks platforms.You will analyze financial data, identify deductions and credits, and provide clients with accurate tax guidan

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