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Perform other accounting, auditing, tax, and consulting duties as needed in engagements. The firm services a diverse client base within the tri-state area providing highly personalized and comprehensive accounting, audit, tax and business consulting services.

Job DescriptionDescription: The Senior Accountant is responsible for overseeing general accounting operations with a strong emphasis on healthcare revenue cycle activities. This role ensures accuracy and compliance with GAAP, supports financial reporting, and strengthens the integrity of revenue-related processes across the organization. The Senior Accountant plays a key role in month-end close, account reconciliations, and continuous improvement of accounting and RCM workflows. The Senior Accountant reports to the Controller. Key Responsibilities • Prepare and review monthly, quarterly, and annual financial statements, ensuring accuracy of revenue and expense recognition, • Lead and execute month-end and year-end close processes, including revenue cycle-related entries and reconciliations, • Reconcile general ledger accounts and investigate discrepancies, • Ensure compliance with GAAP, internal accounting policies, and healthcare-specific regulatory requirements, • Support internal and external audits, including preparation of audit schedules and documentation, • Oversee monthly invoicing across Business Units, ensuring alignment with billing, collections, and payer reimbursement workflows, • Maintain and strengthen internal controls over financial reporting, billing, collections, and cash application processes, • Analyze financial and operational data and provide insights to management, • Review journal entries and account reconciliations prepared by staff, • Assist with system implementations, upgrades, or process improvements, • Collaborate cross-functionally with departments such as HR, Payroll, and Operations to ensure accurate financial outcomes, • Support treasury function, including cash forecasting and monitoring of collections performance, • Prepare ad hoc reports and conduct investigations related to accounting or revenue cycle matters Requirements: · Bachelor’s degree in Accounting, Finance, or related field · 4+ years of progressive accounting experience; healthcare or RCM experience preferred · Strong knowledge of GAAP and financial reporting · Experience with ERP systems (e.g. Sage Intact) · Advanced proficiency in Microsoft Excel · CPA or CPA-eligible preferred · Strong organizational skills with the ability to manage multiple priorities · Excellent verbal and written communication skills · Ability to work both independently and collaboratively · Ability to operate effectively in a fast-paced environment with tight deadlines

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

Job DescriptionDescription: Holman Frenia Allison, PC, Certified Public Accountants and Consultants (HFA), is headquartered in Central New Jersey. The firm services a diverse client base within the tri-state area providing highly personalized and comprehensive accounting, audit, tax and business consulting services. We’re currently seeking a Senior Tax Accountant to join our Tax Services team. This is a key role for an experienced, self-driven professional with the potential to take on supervisory-level responsibilities. In this role, you will: • Serve as a direct point of contact for clients — advising on tax strategies, planning opportunities, and compliance matters, • Prepare complex Federal, State, and local tax returns for individuals, corporations, partnerships, trusts, and exempt organizations, • Reviewing mid-level complexity individual, trust, partnership and corporate tax returns prepared by tax staff for accuracy, • Supervise, train, and mentor junior staff within the Tax Services Department, • Stay current on evolving tax laws and industry regulationsRequirements: Applicants must possess the following: • Bachelor’s degree in Accounting, • Working towards CPA license, or CPA certification (preferred), • Having a Masters of Science in Taxation is a plus, • Minimum of four (4) years of tax experience in public accounting, with a strong background in 1040s, 1120s, and 1065s, • Excellent analytical and technical tax skills, • Strong communication and client service skills, with the ability to build and maintain trusted client relationships, • Proven ability to manage multiple engagements and deadlines in a fast-paced, collaborative environment, • Effective leadership, mentoring, and training abilities, • Outstanding organizational and project management skills, with high attention to detail, • Reliable transportation for occasional client or office visits We offer an excellent benefits package, including... • Medical, Dental and Vision Plans, • Health Savings Account with Employer Contribution, • Safe Harbor 401(k) Plan, • Commission Policy, • Firm Provided Life Insurance, • Continuing Professional Education, • Tuition Reimbursement, • Professional Dues Reimbursement, • Mentoring Program, • Vacation Time, • Paid Holidays, • Summer Fridays HFA provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.

Job Description Firm Overview A full-service tax, accounting, and advisory firm serving individuals and businesses throughout New York and New Jersey. Founded in 2001, the firm provides tax preparation, bookkeeping, payroll, tax planning, and business advisory services across a diverse range of industries, including restaurants, professional services, contractors, and medical practices. Known for its personalized approach and strong client relationships, the firm helps clients navigate complex financial and tax matters while delivering responsive, year-round support. Position Summary We are seeking an experienced, detail-oriented, and client-focused Senior Tax Preparer to join our growing team. This role will be responsible for preparing and reviewing a wide variety of tax returns, supporting tax planning initiatives, mentoring junior staff, and serving as a trusted advisor to clients. The ideal candidate possesses strong technical tax expertise, excellent communication skills, and the ability to manage multiple client engagements in a fast-paced public accounting environment. This individual will play a key role in ensuring accurate and timely tax compliance while proactively identifying opportunities to help clients minimize tax liabilities and achieve their financial goals. Key Responsibilities Tax Preparation & Compliance • Prepare and review individual, corporate, partnership, fiduciary, and multi-state tax returns., • Analyze financial information and supporting documentation to ensure accurate tax reporting., • Prepare quarterly estimated tax calculations and extension filings., • Research federal, state, and local tax matters and apply appropriate tax treatment., • Ensure compliance with all applicable tax laws and regulations., • Prepare and review year-end tax projections and tax planning analyses., • Assist with tax notices, audits, and tax resolution matters as needed., • Identify tax-saving opportunities and provide proactive recommendations to clients. Client Advisory & Relationship Management • Serve as a primary point of contact for assigned clients., • Build and maintain strong client relationships through responsive communication and exceptional service., • Advise clients on tax strategies, entity structures, and business planning opportunities., • Communicate open items, deadlines, and tax requirements clearly and professionally., • Educate clients on best practices for recordkeeping and financial management. Team Leadership & Collaboration • Mentor and support junior tax preparers and accounting staff., • Review work prepared by staff members and provide constructive feedback., • Collaborate with leadership to improve tax processes and operational efficiencies., • Assist with workflow management and ensure timely completion of engagements during busy season., • Participate in internal training and process improvement initiatives. Accounting Support • Review bookkeeping records and financial statements to ensure tax readiness., • Assist with account reconciliations and year-end adjusting journal entries when needed., • Coordinate with bookkeeping and payroll teams to ensure accurate financial reporting., • Support sales tax, payroll tax, and other compliance-related filings as needed. Qualifications • Bachelor's degree in Accounting, Finance, or a related field required., • CPA (Certified Public Accountant) or EA (Enrolled Agent) strongly preferred., • 5–6+ years of tax preparation experience in a public accounting firm., • Strong experience preparing individual, corporate, partnership, fiduciary, and multi-state tax returns., • Experience with tax planning and advisory services., • Familiarity with tax resolution and responding to tax notices., • Proficiency with QuickBooks Online and tax preparation software such as ProSeries., • Advanced proficiency in Microsoft Excel., • Strong knowledge of federal, state, and local tax regulations., • Excellent analytical, organizational, and problem-solving skills., • Ability to manage multiple priorities and deadlines in a fast-paced environment., • Strong written and verbal communication skills., • Exceptional client relationship management skills.

Job DescriptionSalary: $95,000 + based on experience Join CSI Group A Thriving Career Awaits You! About CSI Group CSI Group is a leading financial services firm transforming how America's middle class experiences financial security. We enrich lives and legacies by providing personalized financial planning, tax, and estate solutions that empower individuals and families to achieve lasting prosperity. Our mission is simple yet powerful: to simplify financial security and remove uncertainty for America's middle class. Our vision is to become the most trusted financial partner on every main street in America. Through our CSI360 approach, we make expert financial guidance accessible and affordable for all, because everyone deserves confidence in their financial future. We believe that innovation and technology are force multipliers for that mission. By embracing artificial intelligence and modern tools, we continuously improve how we serve our members, streamline the experiences our teams deliver, and scale our impact without sacrificing the personal connection that sets us apart. Technology does not replace our human touch, it sharpens it. At CSI Group, we live by our CAPTAG values: Caring, Accountability, Positive Attitude, Team Player, Adaptability, and Growth Mindset. These values are not just words, they shape how we work, how we serve, and how we grow together. A Growth Mindset and Adaptability mean we lean into change, including the opportunities that emerging technology creates for our members and our people. Join CSI Group and become part of a culture where your impact matters, your growth is supported, and your purpose is shared. Position Overview CSI Group is seeking a highly experienced and detail-oriented Assistant Controller to serve as the right hand to the Head of Finance. This is a high-impact, in-office role for a seasoned accounting professional who is ready to own the month-end and year-end close process, drive the day-to-day integrity of the general ledger, and lead meaningful operational improvements across accounts payable and accounts receivable. This person will work directly with the Head of Finance and will have regular exposure to senior leadership, including the CEOs. Over time, the Assistant Controller will build and manage a team that includes an A/R Specialist, an A/P Specialist, and a Property Accountant. The expectation is that within one year, CSI Groups books will be maintained to full audit-ready standards, and this person will be instrumental in getting us there. Key Responsibilities Month-End & Financial Close • Own and manage the full month-end and year-end close process, ensuring timely and accurate completion., • Prepare and review journal entries, account reconciliations, and supporting schedules., • Maintain the general ledger in QuickBooks Online (QBO) with a high degree of accuracy., • Drive the organization toward audit-ready financial reporting standards within the first year., • Prepare financial statements and management reports for review by the Head of Finance and senior leadership. Day-to-Day Accounting Oversight • Monitor daily accounting operations to ensure transactions are recorded accurately and on time., • Ensure proper coding, approvals, and documentation across all accounting functions., • Identify and resolve accounting discrepancies proactively., • Maintain and strengthen internal controls across the accounting function. Accounts Payable & Accounts Receivable Improvement • Assess the current A/P process and lead the evaluation and implementation of an A/P automation solution (e.g., Stampli or comparable platform)., • Partner with the A/R Specialist on the evaluation and implementation of an upgraded A/R system to reduce manual payment processing., • Establish and document policies, procedures, and controls for both A/P and A/R to ensure accuracy and scalability., • Collaborate with the existing A/P Specialist from day one to understand current workflows and drive near-term improvements. Team Leadership & Development • Build trust and strong working relationships with the existing accounting team (A/R, A/P, and Property Accountant)., • Assume formal management responsibility over direct reports as the organizational structure evolves., • Mentor and develop junior accounting staff, fostering a culture of accuracy, accountability, and continuous improvement. Collaboration & Leadership Exposure • Serve as the primary accounting resource and right hand to the Head of Finance., • Present financial information and project updates to senior leadership, including the CEOs., • Manage special projects and cross-functional initiatives as directed by the Head of Finance., • Support preparation for potential future audits by maintaining documentation and processes to the highest standard. Required Qualifications • Bachelors degree in Accounting, Finance, or a related field from an accredited four-year institution (required)., • 10 plus years of progressive accounting experience, with demonstrated ownership of month-end close and financial reporting., • Strong working knowledge of GAAP and general ledger accounting., • Experience with QuickBooks Online (QBO) or a comparable accounting system., • Proven ability to assess, document, and improve accounting processes and internal controls., • Experience working with or managing A/P and A/R functions., • Strong organizational skills with the ability to manage competing deadlines in a fast-paced environment., • High degree of integrity, professionalism, and discretion when working with sensitive financial information., • Excellent communication skills, with the ability to present financial data clearly to non-accounting stakeholders. Preferred Qualifications • CPA license or active CPA candidacy strongly preferred., • Experience preparing or supporting a company through a financial statement audit., • Familiarity with A/P automation platforms such as Stampli, Bill.com, or comparable tools., • Experience evaluating or implementing accounting or payment processing software., • Background in financial services or a similarly complex, multi-entity accounting environment., • Experience in property or real estate accounting (a plus, not required)., • Prior experience in a supervisory or team lead capacity.

Job DescriptionSalary: $65,000 (Salaried) JoinCSIGroupAThrivingCareerAwaitsYou! AboutCSIGroup CSI Group is a leading financial services firm transforming how Americas middle class experiences financial securit. We enrich lives and legacies by providing personalized financial planning, tax, and estate solutions that empower individuals and families to achieve lasting prosperity. Our mission is simple yet powerful: to simplify financial security and remove uncertainty for Americas middle class. OurvisionistobecomethemosttrustedfinancialpartneroneverymainstreetinAmerica.Throughourone-stopapproach,wemakeexpertfinancialguidanceaccessibleandaffordableforallbecauseeveryonedeservesconfidenceintheirfinancialfuture. AtCSIGroup,welivebyourCAPTAGvalues:Caring,Accountability,PositiveAttitude,TeamPlayer,Adaptability,andGrowthMindset. These values arent just words, they shape how we work, how we serve, and how we grow together. Join CSI Group and become part of a culture where your impact matters, your growth is supported, and your purpose is shared. Position Overview The Senior Accountant Business Services Specialist serves as a key leader within our Business Services practice, overseeing comprehensive tax, accounting, and advisory support for our business clients. This role is responsible for managing all aspects of business tax preparation and compliance, ensuring accuracy, efficiency, and adherence to regulatory requirements. In addition to tax responsibilities, this position leads ongoing accounting and bookkeeping functions, providing clients with high-quality financial insights that strengthen operational health and support long-term growth. As a senior member of the team, this individual acts as a trusted advisorguiding clients through complex tax matters, identifying planning opportunities, and delivering proactive recommendations that enhance financial outcomes and reinforce our commitment to exceptional client service. Key Responsibilities Tax Preparation & Compliance Leadership • Oversee the complete tax processing lifecycle for business clients, including accurate and timely preparation and filing of federal, state, and local tax returns., • Conduct detailed reviews of financial statements, tax schedules, and supporting documentation to ensure accuracy and compliance., • Maintain deep subject matter expertise in business taxation to proactively identify risks, opportunities, and tax-saving strategies., • Ensure all regulatory deadlines are met by effectively managing workflow, client communication, and internal collaboration. Client Advisory & Relationship Management • Serve as a strategic advisor on tax planning, compliance best practices, and financial optimization., • Collaborate directly with business clients to gather required tax information and provide clear guidance throughout the process., • Translate complex tax and accounting concepts into practical, actionable insights for business owners and leadership teams., • Assist clients through audits, notices, or tax authority inquiries, representing their interests and ensuring timely resolution. Accounting & Bookkeeping Oversight • Lead monthly, quarterly, and annual accounting/bookkeeping functions to ensure books are complete, accurate, and ready for tax preparation., • Analyze financial records to identify trends, discrepancies, or areas for improvement., • Ensure accounting work aligns with tax deadlines and deliverables to support efficient preparation of business returns. Process Improvement & Team Collaboration • Continuously evaluate and enhance processes to improve accuracy, efficiency, and client experience., • Partner closely with internal accounting, finance, and advisory teams to address tax-related issues and ensure seamless service delivery., • Maintain up-to-date knowledge of evolving tax laws, regulatory requirements, and professional best practices. Qualifications • Bachelors degree in Accounting, Finance, Business, or a related field., • Significant business tax experience may be considered in lieu of certification., • Demonstrated experience preparing and reviewing business tax returns (e.g., 1120, 1120S, 1065, Schedule C's) and supporting schedules., • Strong understanding of federal, state, and local tax regulations applicable to small and mid-sized businesses., • Proven ability to manage multiple clients, priorities, and deadlines in a dynamic environment., • Exceptional analytical, problem-solving, and documentation skills with a meticulous attention to detail., • Excellent communication skills with the ability to provide clear and concise guidance to clients and internal stakeholders., • Proficiency with tax software systems, QuickBooks, and Microsoft Office (Excel, Word, etc.).

We are a mid-sized public accounting firm (70+ employees) seeking an Senior Audit Accountant who wants the opportunity to expand skills, assume direct responsibility for client matters and be an integral team member at our growing CPA firm. Holman Frenia Allison, PC, Certified Public Accountants and

Petrik & Murtha, LLC is seeking a Senior Accountant in Freehold Township, New Jersey.

Petrik & Murtha, LLC is seeking a Senior Accountant to join their dynamic team in Freehold Township, New Jersey.

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