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Degree in Accounting or related (Masters in Accounting preferred but not required) CPA required 8+ years of Tax experience working for a public accounting firm Previous Management Experience or Senior Tax Associate eligible for promotion Excellent interpersonal skills in working with staff and clien

Job Description Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.* Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are. Join us and help families amplify and simplify their financial lives with confidence. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: We are looking for a Tax Manager to join our Tax Team. The Tax group is a dedicated team of professionals who work in conjunction with our wealth advisors to provide tax compliance services to our high-net-worth clients. We are looking for someone who loves client service but does not enjoy the headaches of billable hours in a traditional public accounting firm. We offer a great work/life balance, a fun and supportive environment, and the chance to work directly with a wide variety of clients. We do not do audits or assurance work, and there are no business development requirements. As a member of the Tax Team, the Tax Manager is primarily responsible for leading client relationships, preparing, reviewing and delivering income tax returns, tax projections, and analysis for our clients. The Tax Manager has a passion for client service with experience in individual and entity tax preparation and review. The Tax Manager is personable, demonstrates superior communication skills, and possesses the flexibility to multi-task in a fast-paced tax services environment. Essential Job Functions will include: • Prepare, review and sign tax returns for high-net-worth individuals, trusts, and businesses, • Create quarterly estimates and projections., • Responsible for clear & concise communication with clients on all matters related to the delivery of income tax returns, • Perform tax research, • Responsible for timely and accurate response to tax questions, estimates, projections, and analysis with both tax and wealth management clients, • Work with tax staff to respond to tax notices and review of correspondence, • Stays up to date on tax law and any changes, as well as communicates the effects of the law changes to clients, • Mentoring responsibility for a team of Senior Tax Associates, Tax Associates, and/or Tax Support Specialists in the local office or region, as assigned., • All other duties as assigned Required Knowledge, Skills, and Abilities: • Minimum 5+ years of public accounting experience, or equivalent experience, • Bachelor's degree in Accounting or related field, • Strong tax code knowledge and general accounting skills, • CPA and/or EA required, • Master's degree in Tax a plus, • Experience with CCH, including Axcess, Workflow and Practice, and SafeSend, a plus., • Highly organized and tax-oriented, • Ability to handle a large volume of activities at one time, • Ability to communicate concepts to clients and advisors in concise and understandable fashion, • Must be detail-oriented and have excellent time-management skills Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM, and Saturdays as needed during tax season. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. #LI-Hybrid Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Base Pay Range $110,000—$145,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Kaiser Medical plans available in California, • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays including a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (8 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option, • Pet Insurance, • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection If you are a resident of Washington State, learn more about your rights under the Washington Fair Chance Act here.

Job Description Position Title: Senior Accountant Location: Pennsauken, NJ Compensation: $80,000 - $90,000 yearly Work Schedule: 9:00 – 5:00 On-Site or Hybrid: On-Site Benefits: This position offers medical, dental, vision, and 401(k). Job Description An Addison Group Client is looking for a driven, detail-oriented SENIOR ACCOUNTANT who brings a strong technical foundation paired with the ambition to move beyond transactional tasks and take on greater responsibility within a growing, industry-leading organization. Responsibilities • Supervise transaction-level accounting across AP, AR, fixed assets, payroll, and journal entries, serving as first-line review for coding accuracy and documentation, • Monitor the general ledger for errors or misclassifications and initiate corrective action, • Prepare and review balance sheet reconciliations (cash, prepaid expenses, accrued liabilities, fixed assets, intercompany), resolving reconciling items and escalating material issues to the Controller, • Maintain the close checklist and deliver month-end schedules and variance analyses on deadline, • Support annual budget preparation and departmental consolidation, • Perform monthly budget-to-actual variance analysis and maintain budget tracking schedules, responding to manager inquiries, • Assist the Controller with financial statement preparation, external audit, and tax workpapers, • Oversee lease accounting under ASC 842, including ROU assets, liabilities, amortization schedules, and lease classification, • Support accounting system and process improvements, • Prepare regulatory filings, lender reporting, or board-level financial packages as needed Qualifications • Bachelor’s degree in accounting or finance, • 3–5 years of progressive accounting experience, • Background and experience in public accounting or manufacturing, • Excellent computer skills including proficiency in MS Excel, • Excellent organizational skills and the ability to prioritize multiple requests/assignments, • Strong communications skills for both staff and upper management, • Ability to work a flexible schedule as business demands, • Experience with SAGE a plus Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Addison Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities, upon request.

Job Description A large real estate investment and management firm is seeking an Accounting Manager to join their team and supervise the day-to-day accounting, treasury, and operational tasks for an assigned portfolio of real estate investments. This is a hands-on roll with exposure to all aspects of the business and potential for significant growth. DUTIES AND RESPONSIBILITIES: • Train, supervise and review the work of internal and outsourced Accounting close functions • Conduct performance evaluations, set goals, and provide coaching and mentoring to team members • Continuously assess accounting processes and procedures, identifying areas for improvement and implementing streamlined workflows • Participate in monthly draw process, • Participate in coordination and completion of annual audits, • Participate in preparation of property budgets and projections, • Interact with internal management, internal investment team, internal property managers, banking institutions, investors, lenders, JV partners, external tax and legal advisors, and auditors as necessary • Participate in deal closings including acquisitions, dispositions, and financing transactions, • Ad hoc projects as requested QUALIFICATIONS: • Bachelor's Degree in Accounting, CPA designation preferred, • 3+ years of Real estate investment accounting/operations experience at an owner/operator/lender or third-party administrator • Strong leadership abilities and a proven track record in team management, • Ability to foster a collaborative and high-performing team environment, • Motivated and dependable team player with impeccable ethics who maintains strict confidentiality • Excellent written and oral communication skills, • Sound business acumen and decision-making skills with an aptitude for identifying when issues need escalation to senior management • Ability to meet deadlines in a fast-paced environment, • Proficiency in Microsoft Office Suite, • Proficiency with RealPage software is a big plus but not required #AIONhire

Job Description About the Role • Lead multiple client engagements across corporate, partnership, and high-net-worth individual tax work, • Serve as the primary client relationship manager for key accounts in a fully remote environment, • Oversee tax planning, compliance, and review processes while ensuring accuracy and timeliness, • Collaborate with partners and staff to improve workflow efficiency and service delivery Key Responsibilities • Review and sign off on complex tax returns (1120, 1120S, 1065, 1040 HNW), • Manage client deliverables, deadlines, and advisory communications year-round, • Provide strategic tax planning, entity structuring, and transaction support, • Supervise and mentor tax staff, seniors, and managers across multiple engagements Qualifications • Active CPA license required, • 7–12+ years of progressive tax experience in public accounting, • Strong experience with review-level work and client-facing advisory roles, • Deep knowledge of federal and state tax compliance across multiple entity types Preferred Skills • Experience with remote team leadership and workflow management tools (e.g., CCH, ProSystem, UltraTax, or similar), • Strong client communication skills with ability to explain complex tax issues simply, • Experience with high-growth clients, private equity-backed companies, or HNW individuals, • Ability to manage multiple deadlines in a fast-paced, deadline-driven environment What We Offer • Fully remote flexibility with strong team collaboration culture, • Competitive compensation with performance-based bonus structure, • Clear path to Partner or Director-level advancement, • Comprehensive benefits including PTO, health coverage, and continuing education support

Job DescriptionCompany Description Customized Energy Solutions (CES) is a global energy services and technology company that helps market participants operate, comply, and compete in deregulated electricity and natural gas markets. Founded in 1998 and headquartered in Philadelphia, CES works with utilities, independent power producers, energy suppliers, developers, asset owners, and investors across North America and globally. CES delivers market intelligence, regulatory and market design support, asset and portfolio management, retail market operations, and energy technology solutions. Our teams track and interpret ISO/RTO rules and policy developments, support resource planning and market participation, manage operational and settlement processes, and develop proprietary software platforms—including CES BLUE, GOLD, RED, GRIDBOOST, and CoMETS—that help clients manage risk, optimize performance, and respond effectively to market change. CES is committed to advancing transparent, efficient, and non-discriminatory energy markets while delivering practical, high-quality solutions marked by integrity, rigor, and long-term client value. CES has been nationally and regionally recognized for sustained growth and innovation, including listings on the Inc. 500|5000 and Philadelphia Business Journal’s Top 100 Companies, as well as a Best Places to Work designation with Hall of Fame status for five or more consecutive years. With headquarters in Philadelphia and offices across the U.S., Canada, Japan, India, and Vietnam, CES offers a collaborative, flexible, and globally connected work environment for professionals passionate about the future of energy. Job Description The Director of Finance will provide financial leadership and oversight for CES’s U.S. and international finance operations, including India, Vietnam, Japan, and Canada. This role will supervise the U.S. Controller and India Finance Manager, who are responsible for managing day-to-day accounting operations and their respective accounting team members. The Director of Finance will be expected to lead while maintaining strong visibility into close quality, reporting accuracy, controls, deadlines, invoicing procedures, cash flow, and business-facing financial analysis. The role is both strategic and hands-on at the leadership level, with responsibility for FP&A, management reporting, accounting oversight, controls, audit support, cash management, and cross-border finance coordination. Because CES’s India operations are complex, experience with India finance operations, statutory compliance, tax coordination, and/or energy market accounting is highly desired. KEY RESPONSIBILITIES • Provide leadership oversight to the U.S. Controller and India Finance Manager, including expectations, deadlines, reporting cadence, controls, and accountability across the full finance/accounting team., • Ensure timely and accurate monthly, quarterly, and year-end close processes by setting standards, reviewing results, monitoring key reconciliations and accruals, and holding finance teams accountable for execution., • Review financial statements, close packages, balance sheet reconciliations, AP, AR, billing, collections, intercompany activity, and other accounting outputs for accuracy, completeness, and business impact., • Lead budgeting, forecasting, variance analysis, financial modeling, and management reporting for U.S. and international operations., • Prepare executive-level financial reports, dashboards, and analysis that explain performance by business unit, geography, project, service line, and/or cost center., • Partner with leadership on financial planning related to staffing, compensation planning, project economics, pricing, vendor spend, office costs, and growth initiatives., • Provide senior-level oversight of India finance operations, including invoicing, reconciliations, GST and other direct and indirect tax matters, statutory compliance coordination, corporate/secretarial compliance coordination, documentation, audit support, and return-support processes, while working through the India Finance Manager and local advisors for day-to-day execution., • Oversee financial activity related to power trading and energy market operations, including settlements, revenue recognition support, payables, receivables, accruals, reconciliations, margin reporting, and working capital impact., • Coordinate finance processes for Vietnam, Japan, and Canada, including local reporting support, cross-border expenses, vendor payments, intercompany activity, and local compliance coordination., • Strengthen internal controls, approval processes, documentation standards, audit readiness, and financial policies across the global finance function., • Support cash flow forecasting, banking relationships, liquidity planning, international payments, and foreign currency considerations as needed., • Identify opportunities to improve finance systems, reporting tools, workflows, automation, and data flow between finance, operations, payroll, project reporting, and business leadership., • Maintain visibility into finance and compliance coordination for CES Foundation, a separately registered Section 8 company in India, including coordination with the India finance team and local advisors to ensure its distinct statutory and compliance obligations are appropriately tracked and supported., • Coordinate with business line team members to streamline client invoice processes.Qualifications, • Bachelor’s degree in accounting, finance, business, or related field required; advanced degree or relevant credential preferred., • CPA, CA, CMA, MBA, CFA, CTP, or comparable finance/accounting credential., • 10+ years of progressively responsible finance/accounting experience, including leadership of accounting or finance teams., • Prior experience supervising controllers, accounting managers, or comparable finance leaders., • Hands-on experience with monthly close, financial reporting, budgeting, forecasting, variance analysis, audit support, and internal controls., • Experience overseeing or coordinating India finance operations, including GST, direct and indirect tax matters, invoicing, reconciliations, statutory compliance, documentation, audit support, and return-support processes., • Experience working with international operations, offshore accounting teams, subsidiaries, or multi-location finance structures., • Strong Excel, financial modeling, reporting, and analytical skills., • Experience with ERP/accounting systems required; experience with Microsoft Dynamics 365 Business Central or a comparable mid-market ERP/accounting platform strongly preferred., • Ability to evaluate and improve financial reporting, accounting workflows, payroll interfaces, approval processes, and data flow between Business Central, payroll, project reporting, and business leadership. PREFERRED QUALIFICATIONS • Experience with power trading, energy markets, electricity market accounting, commodity/transaction-based energy operations, or similarly complex settlement-driven financial activity., • Experience in professional services, consulting, energy, technology, or project-based businesses., • Experience working with India-based entities, statutory auditors, tax advisors, corporate/secretarial compliance providers, or charitable/nonprofit entities such as Section 8 companies. LEADERSHIP PROFILE • Able to lead through finance managers and controllers while maintaining clear visibility into key deliverables, financial details, and accountability across the full finance team., • Comfortable working across time zones and cultures, especially with India, Vietnam, Japan, and Canada., • Practical, hands-on, and able to build structure without slowing the business down., • Strong communicator who can explain financial information clearly to non-finance leaders., • High judgment, discretion, accuracy, and follow-through. Additional Information CES offers a competitive salary commensurate with experience, plus a performance bonus, profit-sharing, a Medical Savings Account, comprehensive health insurance, disability and life insurance, 401(k) matching, and tuition reimbursement. Beyond the package, here’s what you can expect at CES: • Meaningful responsibility and the opportunity to make a real impact in dynamic energy markets., • The chance to learn from and collaborate with experienced professionals across global teams., • Ongoing opportunities to strengthen your technical, analytical, and leadership skills., • A supportive culture that values initiative, accountability, and continuous professional growth. Customized Energy Solutions provides equal employment opportunities to all applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Customized Energy Solutions provides equal employment opportunities to all applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Job Description About EAB At EAB, our mission is to make education smarter and our communities stronger. We work with more than 2,800 institutions to drive transformative change through data-driven insights and best-in-class capabilities. From kindergarten to college to career, EAB partners with leaders and practitioners to accelerate progress and drive results across enrollment, student success, institutional strategy, data analytics, and advancement. We work with each partner differently, tailoring our portfolio of research, technology, and marketing and enrollment solutions to meet the unique needs of every leadership team, as well as the students and employees they serve. At EAB, we serve not only our partner institutions but each other—that's why we are always working to make sure our employees love their jobs and are invested in their communities. See how we've been recognized for this dedication to our employees by checking out our recent awards. For more information, visit our Careers page. About Hybrid Recently acquired by EAB, Hybrid is a globally recognized and award-winning agency that operates as a full-service marketing partner for the education sector, connecting universities with students worldwide. Powered by unrivaled insight, advanced technology, and AI-driven enrollment strategies, our integrated marketing solutions help education brands grow. We tackle the sector’s toughest challenges head-on and continuously strive for excellence, staying on the pulse of emerging trends. When you join our division of EAB, you become part of a tight-knit, ambitious, supportive, and rapidly growing team. You’ll work on big ideas with talented colleagues who respect your input, challenge your thinking and push you to do your best work. Visit our website to learn more about our story. The Role in Brief: Senior Account Manager, Hybrid With 40% year-on-year growth, we are still in our high-growth phase. But we've only just started. We entered the US market last summer and have since secured strategic partnerships with prestigious Higher Education colleges across the country. We currently have a rare opportunity to join Hybrid as a Senior Account Manager, where you'll play a pivotal role in delivering bespoke and complex digital campaigns. We are looking to hire a strong digital-savvy Senior Account Manager with a deep understanding of media buying strategies and campaigns to help us meet and exceed specific client brand, engagement and student recruitment goals. You'll be leading the relationship and be responsible for the success of our flagship US strategic client. As the Senior Account Manager, you will work with our dedicated teams to deliver world class campaigns across paid media (PPC, paid social, display, programmatic). This is a unique opportunity to join a rapidly expanding media agency, advise prestigious clients in the higher education sector on their digital advertising, have a lasting impact on students furthering their education, be part of a global business that works across borders, and be an integral part of Hybrid’s expansion in the US in a strategically core role. This hire will be based in our Philadelphia, PA office. During the first three months, you’ll work in-office five days per week to build strong connections with the team and gain hands-on experience. After onboarding, you’ll transition to a hybrid schedule of three days in-office (Mon, Tues, Thurs) and two days remote (Wed, Fri). Primary Responsibilities: · Lead the senior relationship for the strategic account to understand campaign brief requirements and communicate goals internally · Advise the client on media buying and strategy and take ownership of the successful delivery · Spot opportunities to unlock growth of the account across paid media, turning these ideas into action · Manage client budgets, producing project schedules and reporting on campaign performance · Work with the wider team on new business pitches and presenting to potential clients to win future accounts · Inspire, motivate and develop team members to deliver quality campaigns that excite our clients · Work with our ambitious and dedicated Paid Media specialists on exciting campaigns · Travel to client sites as and when required to deliver review meetings. Basic Qualifications: · 5+ years of experience in account management, client services, or digital marketing · 3-4+ years of experience owning client relationships · Experience managing multiple clients simultaneously · Agency experience working in a client services role · A strong understanding of key paid media channels (PPC, Paid Social, Display etc.) to shape campaign progress and drive results · A highly energetic presence to engage clients and build rapport, while galvanizing our team to deliver powerful campaigns · A passion for planning, pitching and winning new business · Fantastic attention to detail, organizational skills and a calm presence to deliver under pressure · The ability to build long-term relationships and shape the media and marketing strategy for our global partners Ideal Qualifications: · Bachelor’s degree preferred · Experience managing a large portfolio of 4–8 clients with varying budgets · Previous experience of the set-up and implementation of paid media campaigns would be helpful; however it is not a must, in this role · An understanding of the creative process within an agency would be beneficial · Commitment to embracing a continual learning environment and contributing to a dynamic and welcoming culture of fairness, authenticity, and belonging in support of EAB’s mission, values, and aspiration. If you’ve reached this section of the job description and are unsure of whether to apply, please do! At EAB, we welcome new perspectives and learn from each other’s unique experiences. We would encourage you to submit an application if this is a role you would be passionate about doing every day. Benefits: Consistent with our belief that our employees are our most valuable resource, EAB offers a competitive and inclusive benefits package. Our benefits currently include: · Medical, dental, and vision insurance plans; dependents and domestic partners eligible · 20+ days of PTO annually, in addition to paid firm and floating holidays · Daytime leave policy for community service and flextime for fitness activities (up to 10 hours per month each) · 401(k) retirement savings plan with annual discretionary company matching contribution · Health savings account, healthcare and dependent care flexible spending account, and pre-tax commuter plans · Employee assistance program with counseling services and resources available to all employees and immediate family · Wellness programs including gym discounts, incentives to promote healthy living, and family access to the leading app for sleep, meditation, and relaxation · Fertility treatment coverage and adoption or surrogacy assistance · Paid parental leave with phase back to work program for birthing and non-birthing parents · Access to milk shipping service to support nursing employees during business travel · Discounted pet health insurance coverage for dog and cat family members · Company-provided life, AD&D, and disability insurance · Financial wellness resources and membership in a robust employee discount program · Access to employee resource groups, merit-based advancement, and dynamic professional growth opportunities Benefits kick in day one; learn more at eab.com/careers/benefits. This opening is not eligible for visa sponsorship at this time; EAB will thus consider candidates who possess U.S. work authorization that does not require employment-based visa sponsorship now or in the future. At EAB, we believe that to fulfill our mission to “make education smarter and our communities stronger” we need team members who bring a diversity of perspectives to the table and are committed to fostering a workplace where each team member is valued, respected and heard. To that end, EAB is an Equal Opportunity Employer, and we make employment decisions on the basis of qualifications, merit and business need. We don’t discriminate on the basis of race, religion, color, sex, gender identity or expression, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law.

Job Description Organizational Summary Maternity Care Coalition (MCC) is a community-based nonprofit organization serving Pennsylvania and Delaware with over four decades of commitment to improving maternal and child health and early care and education. MCC’s mission is to improve the health and well-being of pregnant women and parenting families and enhance school readiness for children ages 0-3. We achieve this through direct service, advocacy, and research, in collaboration with individuals, families, providers, and communities. We envision a future where parents impacted by racial and social inequities can birth with dignity, parent with autonomy, and raise babies who are healthy, growing, and thriving. Position Summary The Accounting Manager oversees the day-to-day financial operations of the Accounting Office. Reporting to the Associate Vice President of Finance, this position manages day-to-day accounting functions, supervises accounting staff, coordinates month-end and year-end close activities, supports budgeting and forecasting efforts, and leads audit and regulatory reporting processes. The Accounting Manager collaborates closely with programs, contracts, and finance teams to provide financial analysis and reporting that support informed decision-making across the organization. This role requires strong technical accounting expertise, knowledge of nonprofit accounting principles and GAAP, experience with complex funding streams and grant reporting, and the ability to drive process improvements that strengthen financial operations and organizational effectiveness. Core Functional Responsibilities Accounting Operations Oversee the day-to-day financial operations of the Accounting Office activities, including: • Supervise the direct support team (Accountant and Senior Accountant), • Manage the operation of MCC’s financial accounting system (MIP), • Guide and monitor the month-end close process, including month-end account reconciliations to ensure timely financial statement reporting, • Ensure that accounting policies, procedures, and processes are established and adhered to in accordance with generally accepted accounting principles and sound accounting practices., • Coordinate with the accounts payable and accounts receivable functions, ensuring timely and accurate bill payment and invoice generation, • Oversee payroll and benefit accounting Financial Reporting and Budget Development Oversee financial reporting at the organization, program, and contract level, working collaboratively with program leaders and contracts management to support their reporting needs: • Support Contracts Management in producing internal and external financial reporting and variance analysis as needed., • Collaborate with Financial Planning and Analysis efforts as they emerge, • Support AVP Finance in the development of agency-wide budgets and projections / reforecasting, • Establish processes and systems within MCC’s accounting systems to allow for centralized and program-level monitoring of spending associated with all projects/grants, • Respond in a timely manner to internal requests for financial data and budget inquiries. Year-End Close and Annual Audits and Compliance Requirements Oversee the coordination and successful execution of the year-end close, annual audits, IRS Form 990, and other state and local tax entity reports: • Lead the fiscal year-end close process and the timely completion of the financial statements, federal award (Uniform Guidance / OMB-133), 403 (b) plan audits, as well as the preparation and submission of the IRS Form 990 and other state and local tax entity reports., • Ensure compliance with regulatory reporting requirements at the organization-wide level and in collaboration with the Grants Management and Program team for specific program-related contracts as they pertain to finance and accounting. Professional experience that includes technical expertise in accounting, financial statement preparation, cash management, and experience overseeing complex multi-step accounting or financial reporting projects, • Experience with and demonstrated knowledge of accounting information systems; MIP preferred., • Experience in management or strong support role in financial audits (GAAP, Uniform Guidance), • Operational knowledge and experience implementing accounting and business process systems., • Experience in developing, refining, and maintaining sound financial and internal control systems., • Excellent verbal and written communication skills with all levels of the organization., • Demonstrated experience showing self-direction and ability to work independently and collaboratively, and to do so while managing numerous deadlines., • Demonstrated advanced proficiency in Microsoft Excel, • Superior attention to detail, with excellent analytical skills, • Identify strategic opportunities to improve processes within the department and throughout MCC, • Serve as back-up for Accounting Staff functions, • Set up new grants in accounting software, • Update the Net Asset Roll forward quarterly, • Perform other related duties assigned by the AVP Finance Supporting Responsibilities Support the AVP Finance to: • Develop policies and procedures, internal controls, and new initiatives within MCC as they relate to finance and accounting, • Develop the annual budget with senior management, with input from department heads, • Work on forecasts and pro-formas as needed Knowledge, Skills & Abilities • Professional experience that includes technical expertise in accounting, financial statement preparation, cash management, and experience overseeing complex multi-step accounting or financial reporting projects, • Experience with and demonstrated knowledge of accounting information systems; MIP preferred., • Experience in management or strong support role in financial audits (GAAP, Uniform Guidance), • Operational knowledge and experience implementing accounting and business process systems., • Experience in developing, refining, and maintaining sound financial and internal control systems, • Excellent verbal and written communication skills with all levels of the organization., • Demonstrated experience showing self-direction and ability to work independently and collaboratively and to do so while managing numerous deadlines., • Demonstrated advanced proficiency in Microsoft Excel, • Superior attention to detail, with excellent analytical skills, • Demonstrated ability to identify innovative financial reporting solutions for an organization with multiple funding streams and a wide range of departmental information needs., • Superb supervisory and communication skills as the position requires staff supervision and cross-departmental collaboration. Other Position Factors The other position factors described here are representative of those that an employee must meet to successfully perform the essential tasks of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Maternity Care Coalition operates as a hybrid organization. The assigned work arrangement for this position may include a combination of remote and onsite work and will be determined based on operational needs, role responsibilities, and performance. Work arrangement expectations may be modified over time to meet organizational or programmatic requirements. Staff working remotely are responsible for maintaining a safe and appropriate workspace. • Ability to engage in extended periods of sitting, computer work, and sustained concentration to complete financial analysis, reporting, and related tasks., • Ability to occasionally bend, reach, lift, carry, push, or pull training materials or equipment, generally not exceeding 30 pounds., • Possession of a valid driver’s license issued by the state of residence and the ability to successfully pass a motor vehicle record check, where driving is an essential function of the role., • Ability to travel occasionally to attend conferences, seminars, and professional meetings., • Ability to work non‑traditional hours on an occasional basis based on operational needs., • Employment is contingent upon the successful completion of required post‑offer pre‑employment background clearances, as well as any additional post‑hire background, compliance, or programmatic clearances required by the organization, funders, or applicable regulations., • This role supports compliance for regulated funding streams, including Early Head Start, through timely financial reporting, audit readiness, and escalation of material risks to executive leadership. Experience, Education, and Licensure. Experience • Minimum five years full-time progressively responsible accounting experience with at least two years in a non-profit with multiple and diverse funding streams, • Minimum two years full-time progressive supervisory experience of accounting staff Education • Bachelor’s Degree required, • Preferred: BA/BS Accounting major and/or CPA, MBA, MS or MA #IND1

Job Description At Century 21 Advantage Gold, your role as the Accounting & Operations Manager will be central to our mission of transforming the real estate industry. You'll oversee our bookkeeping processes, ensuring that financial records are accurate and up-to-date, which is crucial for supporting our agents. Your leadership will empower our team to reach new heights, as you work in a collaborative environment where your contributions can inspire others. We're committed to providing the tools and support you need to make a meaningful impact. In this position, you’ll handle daily financial operations, ensuring efficiency and effectiveness in our systems. Your keen attention to detail will help streamline processes and enhance performance, allowing our agents to concentrate on client relationships and business expansion. We value proactive leaders who embrace challenges and drive continuous improvement. With competitive compensation and opportunities for career growth, you’ll find the support you need to thrive with us. Let's work together to set new benchmarks of success in real estate. Compensation: $65,000 - $75,000 yearly Responsibilities: • Lead and manage the accounting function to ensure accurate and timely financial reporting., • Oversee daily financial operations, including accounts payable, accounts receivable, and payroll., • Develop and implement efficient accounting processes to enhance operational performance., • Collaborate with cross-functional teams to support strategic planning and decision-making., • Ensure compliance with all financial regulations and company policies., • Prepare and present financial reports to senior management, providing insights and recommendations., • Monitor cash flow and manage budgeting processes to optimize financial resources effectively. Qualifications: • Experience in managing operating and escrow-related accounts, ensuring accuracy and compliance., • Proven track record of running AP/AR, commissions, and payroll cycles using QuickBooks., • Ability to close out transactions in Brokermint and Dash, ensuring all fees are paid and files are audit-ready., • Strong organizational skills to maintain corporate, licensing, and employee records efficiently., • Experience coordinating with external CPAs for tax returns and account reconciliations., • Ability to oversee vendor and contract administration, including insurance and small contract negotiations., • Proficiency in supporting facilities and equipment at a policy level, delegating operational tasks effectively. About Company We are the number one Century 21 firm in Pennsylvania, with 9 locations serving PA and NJ. We are a tech-forward company dedicated to helping our agents increase their business. If you're producing one million in sales and want to grow to three million, or you're currently producing three million and aiming to expand to five or six million, or even ten million. In that case, we are the company for you. We have the technology and the support systems in place to help agents double, triple, or quadruple their income! We've done it for others, and we can do it for you. Let us help you grow!

Job Description Tax Senior – (Hybrid Role) Established CPA firm is seeking a Tax Senior to join their growing team. Role is a strong fit for someone with several years of public accounting experience who wants increased responsibility, client exposure, and the opportunity to continue building technical depth without immediately stepping into a full manager role. The firm works with a diverse client base including closely held businesses, individuals, and a strong amount of real estate-related entities. While prior exposure to real estate taxation is helpful, it is not required. The team is looking for someone who is solid technically in general tax work and comfortable learning new areas as needed. This is a steady, relationship-focused environment rather than a high-volume compliance shop. The expectation is consistent, high-quality work, clear communication, and the ability to manage assigned engagements with appropriate independence. Responsibilities include: • Preparation and review of individual and business tax returns (1040, 1065, 1120S), • Handling partnership returns and K-1 related work, including real estate entities, • Communicating with clients to gather information and resolve open items, • Supporting multi-state tax filings and related compliance work, • Assisting managers and partners with planning and advisory engagements, • Reviewing selected staff-level work as part of development and workload flow, • Identifying basic tax planning opportunities during return preparation and review Qualifications: • 3–5+ years of public accounting or tax experience, • Strong experience with individual and business tax returns, • Exposure to partnerships or real estate structures is a plus, • CPA license or active progress toward CPA preferred, • Strong attention to detail and ability to manage deadlines, • Comfortable working both independently and as part of a team What’s offered: • Hybrid work arrangement with flexibility, • Health, dental, and retirement benefits, • Paid time off and flexible scheduling outside of busy season, • Stable firm environment with long-term client relationships, • Clear path for growth into manager-level roles for those interested This is a strong opportunity for a Tax Senior who wants a balanced mix of technical tax work, client interaction, and career growth in a stable, mid-sized firm environment without excessive pressure or burnout culture. Interested candidates are encouraged to apply or reach out for more details.

Job Description Is your current firm stressing you out regarding billable hours, busy season, or constantly tracking your time sheets and utilization ratio? Has your firm been acquired by PE and you are not sure if that's the best plan for you long term? This could be an opportunity worth checking out as our recruiting team has partnered with a thriving accounting firm in the Philly, PA area in search for an additional Senior Tax Associate / Tax Senior. The firm performs a variety of client services including wealth management (estate), business advisory services, tax management, and building partnerships with high level leaders in the local business community. The firm is a forward-thinking accounting firm that wants their teams to grow, has weekly hours capped, and has a generous PTO policy. Path to partner and promotion is a possibility as well. If a family oriented CPA firm and working on a team with some amazing local area clients interests you, please apply today. Interested in having a quick call? email me directly as well so we can set up a quick call together hire@caliberrecruit.com Benefits & Pay: -$80,000 - $120,000 per year depending on experience and credentials -PTO, Vision, Dental, Employer paid Health Insurance -Life Insurance -Medical plan / Health Care employee subsidized -Providing tax prep, review, and advisory services to a wide range of businesses, high net worth individuals, C-Corps, S-Corps, Partnerships, and Trusts -Oversee multiple tax engagements and help assist the junior staff -Complete all work and engagements according to the specified deadlines and in accordance with firm rules -Create and foster client relationships for the firm Qualifications & Experience: -B.S. / B.A., / Bachelors or Masters degree in accounting or equivalent (econ, business with focus in accounting, finance, stats) potentially on track to fulfilling the additional CPA credit hour requirement (additional education) OR on track to working towards the CPA in the future would be a plus -CPA or EA is a big plus and would assist a fast track to higher paying manager role -3-4 years of tax experience working with multiple business entities, and the ability to prep and review various returns efficiently -Experience with multiple accounting software programs including CCH Pro System FX (and or other comparable accounting software). -Great communicator with a teamwork oriented mindset and personal skills to lead teams as well as coach other staff members If this sounds like a good role for you, please apply today- If you're not sure about this role, still apply so we can chat about other roles we may have open, as they can change quickly depending on the office and partner we are working with. Hoping to talk soon, Andrew

Job Description Tax Manager ???? Philadelphia, PA ???? Full-Time | In-Office A fast-growing public accounting and advisory firm is seeking a Tax Manager to join its collaborative Philadelphia team. This role is ideal for someone who enjoys working closely with high-net-worth individuals, real estate clients, and entrepreneurial businesses while taking on meaningful client advisory responsibilities. The position offers strong visibility, direct client interaction, mentorship opportunities, and a clear path toward future leadership/shareholder potential. What You’ll Do • Manage and review individual, fiduciary, partnership, and corporate tax engagements, • Serve as a trusted advisor to high-net-worth individuals, real estate groups, and startup clients, • Lead tax planning and research for complex client matters and transactions, • Mentor and develop staff and senior accountants, • Build strong client relationships and provide ongoing advisory support, • Collaborate with firm leadership on practice growth and client service initiatives, • Stay current on evolving tax laws and industry developments What We’re Looking For • CPA required, • 5+ years of public accounting tax experience, • Experience with HNW individuals, real estate, and/or startup clients preferred, • Strong technical tax knowledge and analytical skills, • Proven ability to manage client relationships and lead engagements, • Collaborative mindset with strong communication and leadership abilities, • Entrepreneurial, proactive, and growth-oriented Why This Role • Clear path toward leadership and shareholder potential, • High client visibility and advisory-focused work, • Growing firm with an entrepreneurial culture, • Collaborative team environment with strong mentorship opportunities, • Competitive compensation, bonus potential, strong benefits, and PTO Spartan Placements is an equal opportunity employer. All terms and conditions of employment, including, but not limited to, recruitment, placement, title, promotion, compensation, benefits, transfers, training, education, research, administration and programming, will be administered without regard to race, color, religion, sex, age, sexual orientation, national origin or ancestry, handicap, or status as a disabled veteran.

Job Description As a Tax Supervisor, you will work in-person as part of a team of professionals who are committed to delivering quality service. The responsibilities as a Tax Supervisor will include, but are not limited to: • Prepare and review individual, fiduciary, corporate and partnership tax returns including multi-state returns., • Focus on advanced aspects of ASC 740 including accounting for business combinations and other purchase transactions and stock compensation under ASC 718, • Perform an in-depth look at Form 990 and all related schedules., • Prepare financial statements including footnotes and management letters., • Advise the sale of an interest in a partnership or LLC., • Work on adjustments to basis of partnership/LLC assets, • Knowledgeable of advanced distribution rules, • Perform allocation of income under Section 704(b), • Understanding of U.S. withholding taxes on foreign business and types of IRS audits, • Contribute to the RAR: Revenue Adjustment Report, • Effectively present information and respond to questions from partners, managers, clients, and the public., • Identify and communicate accounting matters to managers and partners., • Assist in training staff through formal and informal mentoring., • Scheduling, delegating, and managing jobs and tasks to staff members., • Effectively communicate with other employees, partners and clients, • Resolve moderate issues if Junior and Senior staff without need for manager/partner, • Attend a networking event once a month., • Learn and uphold the Firm’s expectations for work quality and professional development as well as the Firm’s cultural and core values. Follow the progress of engagements and helps to identify and research accounting and auditing issues as assigned. We offer: • Professional growth and development opportunities, • Professional continuing educational opportunities, • A diverse, dynamic, and challenging work environment, • Strong leadership, communication, and feedback, • A lifestyle that includes personal and family time in addition to professional and networking opportunities., • Help with instituting and creating innovative solutions to the challenges facing our clients., • The firm offers competitive salary and robust benefits package; 100% paid individual healthcare, life insurance, long-term disability insurance, 401(k) plan, section 125, and generous paid time off, plus paid holidays. Minimum Requirements: • Bachelor’s degree in Accounting with 5-8 years of experience in public accounting experience working in a small to mid-sized firm is preferred, • Working to obtain or have already obtained the CPA designation., • General knowledge of accounting principles and/or regulations impacting each engagement or project, financial markets, analysis, and reporting of financial data., • Proficient with Microsoft Office products., • Proficient in QuickBooks; Familiar with Thomson Reuters software., • Candidates must be detail-oriented, self-starters, and demonstrate excellent computer, analytical and effective communication skills., • Transportation with the ability to travel to client sites., • Strong verbal and written communication skills #hc260704

Job Description Tax Manager – Remote Location: 100% Remote Employment Type: Full-Time Industry: Public Accounting / CPA Firm Our client firm that is looking to add an experienced Tax Manager to its team. This is a fully remote position with responsibility for tax preparation, review, client service, and tax planning. Responsibilities • Prepare and review federal and state tax returns for individuals and businesses, • Review 1040, 1065, 1120, and 1120S returns, • Work directly with clients on tax planning, compliance, and questions, • Review tax work prepared by staff and senior accountants, • Assist with more complex tax issues and research, • Manage multiple client engagements and meet tax deadlines, • Provide guidance and technical support to staff, • Communicate with clients throughout the year, not just during tax season, • Identify tax planning opportunities and assist with estimated tax projections, • Stay current with federal and state tax developmentsQualifications, • CPA or CPA-eligible preferred, • 5+ years of public accounting tax experience, • Previous tax review experience, • Strong knowledge of individual and business taxation, • Experience with 1040, 1065, 1120, and/or 1120S returns, • Strong written and verbal communication skills, • Ability to work independently in a remote environment, • Experience with tax software and Microsoft ExcelWhat the Firm Offers, • 100% remote work, • Competitive base salary, • Bonus potential, • Paid time off and holidays, • Benefits package, • Professional development opportunities, • Collaborative team environment, • Opportunity to work directly with clients and firm leadershipInterested? If you have public accounting tax experience and are interested in a fully remote Tax Manager position, we'd like to hear from you. Apply confidentially to learn more about the position, compensation, and firm.

Job Description About EAB At EAB, our mission is to make education smarter and our communities stronger. We work with more than 2,800 institutions to drive transformative change through data-driven insights and best-in-class capabilities. From kindergarten to college to career, EAB partners with leaders and practitioners to accelerate progress and drive results across enrollment, student success, institutional strategy, data analytics, and advancement. We work with each partner differently, tailoring our portfolio of research, technology, and marketing and enrollment solutions to meet the unique needs of every leadership team, as well as the students and employees they serve. At EAB, we serve not only our partner institutions but each other—that's why we are always working to make sure our employees love their jobs and are invested in their communities. See how we've been recognized for this dedication to our employees by checking out our recent awards. For more information, visit our Careers page. About Hybrid Recently acquired by EAB, Hybrid is a globally recognized and award-winning agency that operates as a full-service marketing partner for the education sector, connecting universities with students worldwide. Powered by unrivaled insight, advanced technology, and AI-driven enrollment strategies, our integrated marketing solutions help education brands grow. We tackle the sector’s toughest challenges head-on and continuously strive for excellence, staying on the pulse of emerging trends. When you join our division of EAB, you become part of a tight-knit, ambitious, supportive, and rapidly growing team. You’ll work on big ideas with talented colleagues who respect your input, challenge your thinking and push you to do your best work. Visit our website to learn more about our story. The Role in Brief: Senior Account Manager, Hybrid With 40% year-on-year growth, we are still in our high-growth phase. But we've only just started. We entered the US market last summer and have since secured strategic partnerships with prestigious Higher Education colleges across the country. We currently have a rare opportunity to join Hybrid as a Senior Account Manager, where you'll play a pivotal role in delivering bespoke and complex digital campaigns. We are looking to hire a strong digital-savvy Senior Account Manager with a deep understanding of media buying strategies and campaigns to help us meet and exceed specific client brand, engagement and student recruitment goals. You'll be leading the relationship and be responsible for the success of our flagship US strategic client. As the Senior Account Manager, you will work with our dedicated teams to deliver world class campaigns across paid media (PPC, paid social, display, programmatic). This is a unique opportunity to join a rapidly expanding media agency, advise prestigious clients in the higher education sector on their digital advertising, have a lasting impact on students furthering their education, be part of a global business that works across borders, and be an integral part of Hybrid’s expansion in the US in a strategically core role. This hire will be based in our Philadelphia, PA office. During the first three months, you’ll work in-office five days per week to build strong connections with the team and gain hands-on experience. After onboarding, you’ll transition to a hybrid schedule of three days in-office (Mon, Tues, Thurs) and two days remote (Wed, Fri). Primary Responsibilities: · Lead the senior relationship for the strategic account to understand campaign brief requirements and communicate goals internally · Advise the client on media buying and strategy and take ownership of the successful delivery · Spot opportunities to unlock growth of the account across paid media, turning these ideas into action · Manage client budgets, producing project schedules and reporting on campaign performance · Work with the wider team on new business pitches and presenting to potential clients to win future accounts · Inspire, motivate and develop team members to deliver quality campaigns that excite our clients · Work with our ambitious and dedicated Paid Media specialists on exciting campaigns · Travel to client sites as and when required to deliver review meetings. Basic Qualifications: · 5+ years of experience in account management, client services, or digital marketing · 3-4+ years of experience owning client relationships · Experience managing multiple clients simultaneously · Agency experience working in a client services role · A strong understanding of key paid media channels (PPC, Paid Social, Display etc.) to shape campaign progress and drive results · A highly energetic presence to engage clients and build rapport, while galvanizing our team to deliver powerful campaigns · A passion for planning, pitching and winning new business · Fantastic attention to detail, organizational skills and a calm presence to deliver under pressure · The ability to build long-term relationships and shape the media and marketing strategy for our global partners Ideal Qualifications: · Bachelor’s degree preferred · Experience managing a large portfolio of 4–8 clients with varying budgets · Previous experience of the set-up and implementation of paid media campaigns would be helpful; however it is not a must, in this role · An understanding of the creative process within an agency would be beneficial · Commitment to embracing a continual learning environment and contributing to a dynamic and welcoming culture of fairness, authenticity, and belonging in support of EAB’s mission, values, and aspiration. If you’ve reached this section of the job description and are unsure of whether to apply, please do! At EAB, we welcome new perspectives and learn from each other’s unique experiences. We would encourage you to submit an application if this is a role you would be passionate about doing every day. Benefits: Consistent with our belief that our employees are our most valuable resource, EAB offers a competitive and inclusive benefits package. Our benefits currently include: · Medical, dental, and vision insurance plans; dependents and domestic partners eligible · 20+ days of PTO annually, in addition to paid firm and floating holidays · Daytime leave policy for community service and flextime for fitness activities (up to 10 hours per month each) · 401(k) retirement savings plan with annual discretionary company matching contribution · Health savings account, healthcare and dependent care flexible spending account, and pre-tax commuter plans · Employee assistance program with counseling services and resources available to all employees and immediate family · Wellness programs including gym discounts, incentives to promote healthy living, and family access to the leading app for sleep, meditation, and relaxation · Fertility treatment coverage and adoption or surrogacy assistance · Paid parental leave with phase back to work program for birthing and non-birthing parents · Access to milk shipping service to support nursing employees during business travel · Discounted pet health insurance coverage for dog and cat family members · Company-provided life, AD&D, and disability insurance · Financial wellness resources and membership in a robust employee discount program · Access to employee resource groups, merit-based advancement, and dynamic professional growth opportunities Benefits kick in day one; learn more at eab.com/careers/benefits. This opening is not eligible for visa sponsorship at this time; EAB will thus consider candidates who possess U.S. work authorization that does not require employment-based visa sponsorship now or in the future. At EAB, we believe that to fulfill our mission to “make education smarter and our communities stronger” we need team members who bring a diversity of perspectives to the table and are committed to fostering a workplace where each team member is valued, respected and heard. To that end, EAB is an Equal Opportunity Employer, and we make employment decisions on the basis of qualifications, merit and business need. We don’t discriminate on the basis of race, religion, color, sex, gender identity or expression, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law.

Job DescriptionBenefits: • 401(k), • 401(k) matching, • Competitive salary, • Dental insurance, • Flexible schedule, • Health insurance, • Paid time off, • Vision insurance Position Summary: The Vice President of Finance oversees the financial operations of the Museum to include planning, budgeting, accounting, and financial reporting. Successful candidate will be someone who is able and ready to work with a diverse team of staff and volunteers in a fast paced environment. This position reports directly to the President & CEO. Principal Duties And Responsibilities: Financial Coordination · Ensures compliance with local, state, and federal laws, grant requirements, and Generally Accepted Accounting Principles. To include keeping abreast of changes in laws and regulations, coordinating update of procedures to comply with these changes, and implementing new accounting pronouncements. · Prepare, with the Senior Staff, the Museum’s annual operating and capital budgets and mid-year budget revision. To include establishing schedule for budget planning, designing forms, analyzing departmental budget requests and revenue for reasonableness, establishing periodic reporting format for comparison of actual results to budget, analyzing budget variances and recommending corrective action as necessary. Serve as liaison to the Finance Committee of the Board, division heads, department heads, and treasurers on accounting/financial matters including the operating and capital budgets. · Direct preparation, review, and analysis of monthly financial reports to ensure that the Museum’s financial condition is in accordance with the guidelines established by the management and the Board. Provide regular financial reports to the Finance Committee to inform the committee members of the Museum’s financial status. Provide staff support to Finance Committee. · Manage the Finance Office to insure that the Museum’s accounting and financial functions are performed effectively. Select, manage, develop, and evaluate the Finance Manager to effectively meet divisional goals. Monitors compliance with the Auditor’s management letter. · Direct cash activities to maintain appropriate cash levels. Manager banking relationships to optimize service and minimize cost to the Museum. · Oversees revenue, accounts receivable and Cash receipts: deposits, processing of revenue transactions, performs month-end reconciliation procedures. · Oversees purchased, accounts payable and cash disbursements: processes invoices, issues checks, records checks in general ledger and cash disbursements journal, performs month-end reconciliation procedures. · Review reconciliations, journal entries, payroll, edit reports, and other internal reports to ensure accuracy and completeness of accounting records, research accounting related questions. · Establish and maintain accounting control over the Museum’s restricted and endowment funds. · Direct preparation for annual audit and other audit activities. Coordinate work of outside auditors to facilitate timely completion of work and control costs. This includes scheduling, participation in audit planning, preparation of account analyses, resolution of issues regarding differing interpretations of appropriate accounting treatment, preparation of financial statements and footnotes. · Manage preparation of tax returns and related reports to ensure compliance with governmental reporting requirements. Coordinate preparation of the financial portion of grant reports and billings to ensure compliance with requirements and policies of funding sources. · Manage the financial risk management program. · Contribute, as a member of the Executive leadership, to the policy making for and management of the Museum. Attend meetings of the Board of Directors and, as appropriate, of various Board Committees. · Continue personal professional development. Qualifications, Skills, and Abilities Required: Education/Experience Required: · BA/BS in Accounting, Finance, Business Administration, or comparable field · A minimum of 5-years increasingly responsible experience in all aspects of accounting and financial reporting, including experience with non-profit organizations · CPA required or 5 additional years accounting experience · A minimum of 5-years relevant accounting/finance and high-level management experience · Supervisory experience required Skills & Abilities Required: · Expertise in Microsoft Office · Excellent written and oral communication, and analytical and organizational skills to foster effective working relationships at all levels · Muse have a proven ability to use diplomacy and respect confidentiality in sensitive situations · Must be a leader, able to provide operational level direction to the Museum’s financial activities · Ability to assess and implement opportunities for improvement in financial administration · Extensive use and knowledge of computerized accounting applications and spreadsheet software · Ability to develop solutions for Museum-wide financial problems and issues. PHYSICAL REQUIREMENTS AND WORKING CONDITIONS: Must be able to remain in a stationary position for extended periods of time operating a computer and other offices productivity devices such as a calculator, telephone, and copy machine. Must be able to adapt to high pace environments occasionally moving/lifting light weight equipment and other work-related objects up to 25lbs. May have to work late nights, weekends and in outdoor weather. Expected hours: 37.5 per week Flexible work from home options available.

Job Description Senior Tax Associate Key Details: • Expertise in tax compliance and planning for high-net-worth individuals and businesses, • Experience with multi-state individual taxation, • Strong research and writing skills on diverse tax matters affecting high-net-worth individuals and businesses, • Ability to develop and communicate innovative tax planning strategies to clients, • Proficiency in addressing client needs promptly and engaging in client discussions and meetings, • Demonstrated ability to contribute individually and collaborate effectively within a team, • Strong oral and written communication skills, • Capability to manage client service time budgets accurately, • Effective time management and ability to balance multiple responsibilities in a fast-paced environment Experience & Training: • Bachelor’s degree in accounting, • Currently licensed CPA (or candidate, with commitment to complete CPA exam before being promoted to Manager with subsequent obtaining of licensure), • Accounting and tax software knowledge and proficiency in QuickBooks, • 3-7 years CPA firm experience Why us? • Comprehensive medical, dental and vision programs, • Telemedicine Health Advocate, • 401(k) with firm match, • Generous cash balance defined benefit pension/profit sharing program, • Flexible spending and transportation benefits, • Generous PTO, • Unique and generous discretionary performance bonus program, • Life Insurance, • Short-term disability insurance, • Long term disability insurance, • Continuing education through our proprietary programs, • An in-house education resource offering a wide range of hard and soft learning opportunities Spartan Placements is an equal opportunity employer. All terms and conditions of employment, including, but not limited to, recruitment, placement, title, promotion, compensation, benefits, transfers, training, education, research, administration and programming, will be administered without regard to race, color, religion, sex, age, sexual orientation, national origin or ancestry, handicap, or status as a disabled veteran.

Job Description Tax Senior Manager Responsibilities • Lead and manage all phases of client tax engagements for closely held businesses and owners, • Perform final review of business and individual tax returns, • Provide proactive tax planning, strategy, and advisory services, • Supervise and mentor staff and managers, ensuring technical accuracy and client satisfaction, • Identify opportunities for process improvement and client service enhancements, • Support firm leadership with technical research and staff development Qualifications • 12+ years of public accounting experience, primarily in tax for small business clients, • CPA designation required, • Strong technical knowledge and leadership ability, • Excellent communication skills and commitment to client service, • Desire to contribute to a growing, collaborative team environment Spartan Placements is an equal opportunity employer. All terms and conditions of employment, including, but not limited to, recruitment, placement, title, promotion, compensation, benefits, transfers, training, education, research, administration and programming, will be administered without regard to race, color, religion, sex, age, sexual orientation, national origin or ancestry, handicap, or status as a disabled veteran.

Job Description Centri Business Consulting provides the highest quality advisory consulting services to its clients by being reliable and responsive to their needs. Centri provides companies with the expertise they need to meet their reporting demands. Centri specializes in financial reporting, internal controls, technical accounting research, valuation, mergers & acquisitions, and tax, CFO and HR advisory services for companies of various sizes and industries. From complex technical accounting transactions to monthly financial reporting, our professionals can offer any organization the specialized expertise and multilayered skillsets to ensure the project is completed timely and accurately. We are One Firm, One Team, and One Culture. It's how we do things at Centri. And a large part of our focus is on becoming the best, most wholesome professional you can be. You're not just a number. You're part of the Centri Family. Career Advancement: • Working at Centri is not just a job, it is a career path. We promote on talent, not tenure, allowing our team to take ownership of their growth & career trajectory The Human Resources Business Partner (HRBP) serves as a strategic advisor and trusted partner to practice leaders, people managers, and employees. This role is responsible for aligning people strategies with business objectives while delivering high‑impact HR support across the employee lifecycle in a fast‑growing accounting advisory firm. The HRBP balances strategic partnership and hands‑on execution, providing counsel on performance management, talent development, engagement, workforce planning, employee relations, and organizational change. Success in this role requires strong business acumen, sound judgment, and the ability to influence leaders in a partnership‑driven environment. Core Responsibilities: Strategic Business Partnership • Partner with Practice Leaders and functional leadership to translate business objectives into people strategies that support growth, performance, and retention., • Serve as a thought partner on organizational design, team structure, role clarity, and workforce planning., • Proactively identify people‑related risks and opportunities within assigned client groups. Talent & Performance Management • Advise leaders on performance management, goal setting, feedback, and development planning., • Support promotion, compensation, and succession planning processes in partnership with HR COEs and leadership committees., • Coach managers on managing high performers, underperformance, and development conversations. Employee Relations & Compliance • Act as the first point of contact for employee relations matters, ensuring issues are addressed fairly, consistently, and in compliance with firm policies and applicable laws., • Conduct investigations as needed and partner with Legal or external counsel where appropriate., • Provide guidance on HR policies, procedures, and best practices. Engagement, Culture & Change • Partner with the Engagement & Culture function to reinforce firm values and drive engagement initiatives., • Use employee feedback and engagement insights to advise leaders on meaningful action., • Support change management efforts related to growth, restructuring, acquisitions, or process transformation. Manager Enablement & Coaching • Strengthen leadership capability by coaching managers on effective people management and decision‑making., • Identify skills gaps and partner with Learning & Development to address development needs., • Serve as a role model for effective leadership behaviors and inclusive practices. HR Operations & Collaboration • Partner closely with HR colleagues across Talent Acquisition, Total Rewards, L&D, and HR Operations to ensure a seamless employee experience., • Support firmwide HR initiatives and annual cycles (performance reviews, compensation planning, engagement surveys)., • Ensure data accuracy and timely execution of HR processes within assigned client groups. Qualifications & Experience: • 12+ years of progressive HR experience, with demonstrated experience as an HR Business Partner or in a similar advisory role., • Bachelor's degree in Human Resources, Business, or a related field required; master's degree preferred., • Experience supporting managers and leaders in professional services, accounting, consulting, or similarly complex environments., • Strong working knowledge of employment laws, employee relations, and performance management practices., • Proven ability to influence without authority and build credibility with senior leaders., • Experience supporting partners, managing directors, or revenue‑generating client service teams preferred., • Exposure to fast‑growth, matrixed, or partnership‑structured organizations preferred., • SHRM‑CP/SHRM‑SCP, PHR/SPHR, or similar certification a plus. Required Skills/ Abilities: • Business and financial acumen., • Executive presence and sound judgment., • Coaching and consultative mindset., • Strong written and verbal communication., • Comfort navigating ambiguity and change., • Data‑informed decision making. Physical Requirements: • Prolonged periods sitting at a desk and working on a computer., • Must be able to lift items up to 30 pounds at times., • Travel will be 5% of the time when necessary. This position is an exempt position as it relates to the fair labor standards Act. Centri provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. #LI-Hybrid

Job DescriptionDescription: Location: Maple Shade, NJ Firm Type: Mid-Sized, Privately-Owned CPA and Advisory Firm Why Join hfco? We’re not your typical accounting firm. We’re a privately owned, mid-sized CPA and Advisory firm that values innovation, individuality, career growth, and work-life balance. At hfco we combine quest for excellence with people-first culture. As an Accounting & Assurance Senior you’ll build relationships, solve complex challenges, and use latest technology to impact your client’s success. About the Role: The ideal candidate will be a licensed CPA (or actively working towards CPA license) with a strong understanding of all phases of the audit process and the ability to work independently with minimal supervision. This role involves leading financial statement engagements, analyzing financial statements, training and supervising associates and providing valuable insights to clients across various industries. Key Responsibilities: • Lead audit engagements from planning through completion., • Lead compilation, review, and preparation engagements through completion., • Supervise and mentor associates, providing guidance and review of work., • Perform risk assessments and develop audit programs tailored to client needs., • Analyze and interpret financial statements and supporting documentation., • Research complex accounting issues and provide well-supported conclusions., • Ensure compliance with GAAP, GAAS, GAGAS, and firm processes and policies., • Communicate findings and recommendations clearly to clients and internal stakeholders., • Maintain strong client relationships and deliver exceptional service., • Collaborate with the resource manager to ensure scheduling of engagements is done and on track., • Prepare budgets for assurance engagements. Requirements: • CPA license or working towards CPA exam with sections passed, • Bachelor’s or Master’s degree in Accounting or related field., • Minimum of 3–5 years of public accounting experience, with a focus on audit., • Proficiency in audit software and Microsoft Office Suite., • Strong knowledge of U.S. GAAP, GAGAS and GAAS, particularly nonprofit and Yellow Book., • Excellent analytical, organizational, and communication skills., • Ability to manage multiple engagements and deadlines effectively. Preferred Skills: • Experience with a variety of industries including manufacturing, nonprofit (including Yellow Book), charter schools, construction, and professional services., • Familiarity with tax provisions and financial reporting disclosures., • Working knowledge of data analytics tools is a plus. Benefits: • Competitive salary and performance-based bonuses., • Health, dental, and vision insurance, • Employer paid life insurance (2x salary), • Monthly cell phone stipend of $50, • 401(k) plan and 50% employer match up to 10% of salary (within IRS limits) - eligible to contribute first day of employment, • HSA, FSA, 529 plans, and Supplemental Disability plans, • Tuition, professional dues, and fees reimbursement, • Client and employee referral bonus program Work-Life Balance MATTERS! • Generous PTO and paid holidays, • Casual attire and atmosphere, • Employee Assistance Program, • Assistance in CPA exam prep., • We feed you (even if you aren’t hungry) Company Values and Culture: • Looking for a place where open communication, streamlined processes and accountability matter? Look no further. We run on EOS®., • We offer all our employees the opportunity for extensive training and professional development coaching, team bonding, wellness and volunteer activities throughout the year., • We live by our values…interested in finding out what they are? Apply now! Check out EOS® www.eosworldwide.com hfco is an Equal Opportunity Employer. hfco recognizes the value of diversity and is committed to creating an inclusive environment. Come join us and help build our community.

Job Description Centri Business Consulting provides the highest quality advisory consulting services to its clients by being reliable and responsive to their needs. Centri provides companies with the expertise they need to meet their reporting demands. Centri specializes in financial reporting, internal controls, technical accounting research, valuation, mergers & acquisitions, and tax, CFO and HR advisory services for companies of various sizes and industries. From complex technical accounting transactions to monthly financial reporting, our professionals can offer any organization the specialized expertise and multilayered skillsets to ensure the project is completed timely and accurately. We are One Firm, One Team, and One Culture. It's how we do things at Centri. And a large part of our focus is on becoming the best, most wholesome professional you can be. You're not just a number. You're part of the Centri Family. Career Advancement: • Working at Centri is not just a job, it is a career path. We promote on talent, not tenure, allowing our team to take ownership of their growth & career trajectory The Tax Advisory Manager has the primary responsibility of oversight over the Tax Advisory and Technical Accounting engagement work plans. As a leader of the firm, the Tax Advisory Manager will demonstrate excellent project management skills, client service, and positive coaching to the team members in developing technical and professional competency. Core Responsibilities: • Advise clients within private and publicly traded companies on tax implications of business objectives, evaluate alternative actions, and identify appropriate methods of complying with tax laws and regulations as well as the accounting requirements of ASC 740., • Provide tax provision calculations for global or domestic interim and year-end income tax provisions., • Identify complex tax issues that may arise within the engagement, as well as opportunities for ancillary service offerings. Bring the issues along with possible solutions to the Director., • Maintain industry knowledge of tax policy and law changes to ensure the tax provision model reflects the appropriate tax provision calculation., • Prepare tax account reconciliations and assist in the validation of deferred taxes and tax payable balances., • Research complex tax and technical accounting topics to write and review basic tax technical memos and be able to write more complex tax technical accounting memos to support key tax accounting positions and the tax accounting implications of significant transactions., • Support internal teams by providing subject matter expertise as well as financial statement auditors., • Lead client calls to build and develop quality relationships with clients to ensure exceptional client service. Manage project status, develop project plans for accurate completion at the deliverable level., • Responsible for understanding engagement economics, leveraging the team appropriately, monitoring margin, scheduling, invoicing, etc. to meet time restraints and deadlines., • Leadership responsibilities include building in person connections with the team, peers and senior leaders in the Firm., • Oversee a managed book of $1,200,000 in revenue., • Support Firm initiatives and development opportunities., • Work to build relationships and promote collaboration in a hybrid environment. Required Skills/Abilities: • Strong tax technical knowledge including ASC 740/FIN 48, • Experience with Federal R&D credits preferred., • Thrives in an environment of changing priorities., • Interpersonal skills to interact in a team environment and foster client relationships., • Excellent written and verbal communication skills., • Understand the services offered by the Firm, proactively look for opportunities to represent the Firm, rapidly grow the client base, and increase brand recognition across multiple markets., • Recognize opportunities for learning by pursuing challenging assignments and an insatiable desire to become an expert., • Proficient in Microsoft Office Suite with an emphasis on Excel skills and tax software skills. Education and Experience: • Bachelor's degree in Accounting or equivalent required., • Close to obtaining CPA Certification., • 6+ years of relative accounting experience; public accounting, a mixture of public and corporate tax, or professional services experience is highly preferred., • 3+ years of supervisory experience preferred. Physical Requirements: • Prolonged periods sitting at a desk and working on a computer., • Must be able to lift items up to 30 pounds at times., • Must be able to travel up to 25%. This position is an exempt position as it relates to the fair labor standards Act. Centri provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. This position is an exempt position as it relates to the fair labor standards Act. Centri provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. #LI-Hybrid

Job DescriptionManager, Transfer Pricing The Manager, Transfer Pricing, will serve as a key member and trusted advisor within our Transfer Pricing practice, taking primary ownership of client relationships, engagement management, and the delivery of high-quality transfer pricing services to multinational corporations. This position combines technical knowledge with business insight to manage complex projects, guide strategic advisory initiatives, and support the growth of GTM’s Transfer Pricing practice through business development. This position will also lead, mentor, and develop analysts and senior analysts, nurturing a high-performing team and ensuring best practices are consistently applied across all outputs. Responsibilities • Serve as the primary point of contact and relationship manager for a portfolio of multinational clients, cultivating trust, ensuring satisfaction, and identifying opportunities to expand the scope of GTM’s services., • Oversee every facet of transfer pricing engagement delivery, encompassing project scoping, resource allocation, timeline coordination, budgeting, and quality assurance. Consistently ensure that deliverables align with or surpass client expectations., • Advise clients on intercompany transactions, IP planning, supply chain restructuring, and cross-border business design to optimize tax efficiency and risk management., • Lead the planning and execution of transfer pricing strategies aligned with clients’ broader business objectives, international expansion plans, and mergers and acquisitions activity., • Conduct comprehensive economic and functional analyses, such as benchmarking studies, profit split assessments, and valuations of intangible assets. Additionally, perform functional interviews to ensure conclusions are technically robust and defensible., • Oversee the operational implementation of transfer pricing policies, including coordination with finance teams, execution of intercompany pricing, and management of periodic true-up adjustments., • Identify and evaluate existing client transfer pricing models for risk, inefficiency, and strategic improvement opportunities, presenting actionable recommendations at the senior stakeholder level., • Lead, coach, and develop a team of transfer pricing analysts and senior analysts, setting clear performance expectations, providing timely feedback, and supporting career growth and professional development., • Develop transfer pricing models to evaluate the tax and cash flow impact of alternative transfer pricing structures, supporting decision-making for complex business restructuring processes., • Develop and implement comprehensive transfer pricing policies and documentation frameworks in compliance with Organization for Economic Co-operation and Development (“OECD”) guidelines, base erosion and profit shifting (“BEPS”) initiatives, and local country requirements across multiple jurisdictions., • Oversee the preparation, review, and sign-off on transfer pricing documentation, including master files, local files, ensuring technical accuracy and regulatory compliance., • Lead and coordinate responses to transfer pricing audits and competent authority proceedings, developing robust defense strategies and managing communications with tax authorities., • Support business development by preparing proposals, shaping go-to-market strategies, attending industry events, and building new client relationships with firm leadership., • Monitor and interpret legislative and regulatory developments, including country-specific rule changes, proactively advising clients on the implications for their transfer pricing positions., • Collaborate with internal practice leaders to develop and refine GTM’s transfer pricing methodologies, tools, and thought leadership content, driving innovation and operational excellence within the practice., • Design and deliver internal training programs and knowledge-sharing sessions, building technical depth across the team and cultivating the next generation of transfer pricing professionals., • Uphold the highest standards of confidentiality, integrity, and professional ethics in all client engagements and internal interactions, serving as a role model for GTM’s values and culture. Qualifications • Bachelor’s degree in Accounting, Finance, Economics, Business Administration, or a related field is required, • Master’s degree (MBA, MST, or LLM in Taxation) is strongly preferred but not required, • CPA, CFA, or equivalent professional certification is highly desirable, • A minimum of 4 years’ experience in a transfer pricing consulting environment, • A minimum of 1 year of experience as an acting manager and/or mentor/trainer, • Broad and deep knowledge of OECD Transfer Pricing Guidelines, BEPS developments, and U.S. Section 482 rules required, • Advanced proficiency in financial modeling, economic analysis, and data interpretation., • Experience with transfer pricing software (e.g., S&P Capital IQ, Moody’s Analytics TP Catalyst) and data analytics platforms is strongly preferred., • Proficient in advanced Excel functions, • Excellent verbal and written communication skills, • Self-starter with exemplary time management and organizational skills, • High attention to detail and level of accuracy, • High degree of tact, judgment and discretion Position Reports to: Senior Manager, Transfer Pricing and/or Director, Transfer Pricing Position Supervises: Senior Transfer Pricing Analyst and/ or Transfer Pricing Analyst The Chief Executive Officer has the discretion to hire personnel with a combination of experience and education that may vary from the above listed qualifications. _ About Global Tax Management Global Tax Management (GTM) is a corporate tax services firm dedicated to helping mid-size and large multinational corporations address complex tax operations. GTM takes operational tax burdens off tax and finance leaders, providing high-level tax expertise at value driven rates without any independence issues. For over 25 years, GTM has provided the expertise to build, operate, and manage tax functions for its clients. Core services include tax provision, income tax compliance, international tax, transfer pricing, indirect tax, tax automation, tax training, R&D tax credits and incentives, and tax consulting and planning. GTM is a 100% employee-owned company (ESOP) and is distinguished as a best workplace, healthiest employer, and top accounting firm. The firm is a U.S. alliance partner of WTS Global. For more information, visit www.gtmtax.com. Powered by JazzHR MisdMnwi6c

Job Description ABout Clay Cove Capital Clay Cove Capital is a real estate private equity firm that builds niche real estate platforms. We target categories with durable supply/demand dynamics, fragmented ownership, and high barriers to entry where real estate and operations are deeply intertwined. By assembling institutional-quality portfolios in partnership with trusted operators, we capture both real estate income and platform value. Across 25 years and $50B in collective transactions, this approach has delivered opportunistic returns through the cycles. Company Values • Forge Your Path: We believe in the power of individual initiative. Your growth and our firm’s success are intertwined. Take risks, seize opportunities, and don’t wait for permission to lead., • Stay Humble: True strength lies in openness to new ideas and respect for different viewpoints. Listen intently, learn constantly, and remember that mutual respect drives our collective success., • Be An Owner: Approach every challenge, big or small, with the dedication of an owner. Take pride in your work, own your decisions, and never settle for “good enough.” Accountability is everything., • Embrace Change: Question assumptions, challenge the status quo, and continuously expand your knowledge. Your relentless pursuit of what’s next keeps us ahead in a fast-changing world., • Customer First: Our investors and operating partners are our customers. Anticipate their needs, align our interests, and consistently deliver outsize value. Their success defines our own.Job Description — Vice President, Finance (CFO TRACK)Clay Cove Capital is seeking a Vice President, Finance to join its Philadelphia office, reporting directly to the Managing Partner. This is a foundational hire — and the first dedicated finance and accounting professional on the team. It is also conceived as the firm’s founding finance leadership role: as Clay Cove scales its GP-controlled fund platform, the successful candidate is positioned to grow in scope and title toward Chief Financial Officer. The firm is transitioning from an LP equity investor structure — participating in operator-led joint ventures — to a GP-controlled commingled fund model in which Clay Cove holds the majority of equity alongside trusted operating partners. Building the accounting and reporting infrastructure to match that transition is the mandate. Clay Cove’s principals bring technology and operational backgrounds that inform a clear-eyed view on AI in the firm’s infrastructure. The goal is not automation for its own sake, nor dashboards built on unvalidated data — it is building the data quality, governance, and systems conditions under which AI and analytics tools produce insights worth acting on. The Vice President, Finance should bring that same discipline to the accounting function. This is a senior, cross-functional position at the intersection of fund accounting, asset management, investor relations, and compliance. Deep real estate fund accounting expertise, a CPA credential, and a demonstrated track record of building — not just maintaining — finance infrastructure are required. Consistent with our belief that you should Forge Your Path and Be an Owner, this is a build-and-lead mandate, not a maintenance seat. The right person will stand up the finance function, recruit and lead the team that grows beneath them, and earn expanding ownership of capital formation, treasury, and investor and lender relationships over time — the scope against which a Chief Financial Officer is ultimately measured.Primary Responsibilities • Financial Operations & Oversight — Own all accounting, treasury, FP&A, and tax coordination across Clay Cove Capital and its affiliates — management company, fund(s), joint ventures, SPEs, and operating companies. The accounting function must consolidate reporting across both legacy LP positions and new GP-controlled vehicles with full data ownership., • Accounting Infrastructure Design & Implementation — Evaluate the firm’s current unconsolidated mix of tools and architect a scalable, co-sourced operating model — including ERP/GL, fund accounting platform, property accounting system, and BI/reporting layer. Target platforms include Yardi, MRI, and institutional fund accounting solutions, built to optimize transparency and real-time portfolio visibility., • Co-Sourced Provider Management — Manage the firm’s external accounting service providers — fund administrator, property accountants, tax preparers, and auditors — overseeing scope, reporting quality, and service delivery across all providers. Maintain full internal control ownership over all outsourced work product., • Fund & Entity Accounting — Own accounting across the full entity stack — fund(s), management company, JVs, SPEs, and operating companies — with oversight of waterfall calculations, NAV, and capital account integrity. Clay Cove operates across both GP-controlled vehicles and legacy LP positions in operator-led JVs; accounting must accurately reflect both structures., • Investor Reporting & Tax Compliance — Working closely with Asset Management and Investor Relations, oversee preparation and delivery of quarterly and annual investor financial reporting packages, K-1 coordination, and all LP tax deliverables. Over time, the role is expected to take on a direct LP-facing presence and a growing part in capital formation., • FP&A & Management Reporting — Develop and maintain the management company budget, cash flow forecast, and fund-level financial models. Build the reporting dashboards and KPIs that keep the Managing Partners current across fund, asset, and management company levels., • Controls & Audit Readiness — Design and maintain an internal controls framework aligned with SEC requirements, GAAP, and institutional LP expectations. Serve as primary point of contact for auditors., • Regulatory Compliance & Registration — Working alongside the Chief Compliance Officer, the Principal of Investment Operations, and a third-party compliance consultant, serve as a key contributor to advancing SEC registration through key milestones and maintaining the ongoing compliance program., • Lender Reporting & Covenant Support — Support Managing Partners on lender reporting, covenant tracking, and debt compliance across fund-level credit facilities and asset-level debt. Senior leadership owns lender relationships and capital structure decisions; this role ensures data, reporting, and compliance obligations are met accurately and on time. Direct exposure to lender relationships and capital-markets activity is expected to grow as the function matures.Secondary Responsibilities, • Serve as a non-voting contributor to the Investment Committee, bringing an accounting and finance lens to deal underwriting, capital structure review, and return analysis. Influence and scope on the Committee are expected to expand as the role earns trust., • Build and lead the firm’s finance and accounting team as the platform scales — beginning with a Staff Accountant or Senior Analyst anticipated within the first one to two years., • Contribute to quarterly investor and team meetings, including financial reporting preparation and property tour coordination.First-Year ObjectivesThe following are the foundational build-outs the Vice President, Finance should be prepared to own in the first 12–18 months. Ongoing scope is covered under Primary Responsibilities., • Finance Stack Rationalization — Evaluate the firm’s accounting and finance technology landscape — ERP/GL, fund accounting platform, property accounting system, and BI/reporting layer — and consolidate onto a scalable, institutional-grade stack. Formalize vendor scope, SLAs, and review protocols; onboard replacements where warranted., • AI & Automation Posture — Establish the firm’s standards for AI and automation in finance — identifying where these tools genuinely improve accuracy, transparency, and repeatability in accounting workflows and data architecture, and defining the review and control requirements that ensure AI-assisted outputs meet the same or better bar as human-produced work., • Fund Launch Readiness — Assess and optimize existing fund-level accounting infrastructure — entity structure, waterfall, reporting templates, and capital call processes — in coordination with the fund administrator in parallel to first close., • Management Company Build-Out — Assess current management company financial operations, identify gaps, and drive improvements — with a full rebuild as an option if that is the warranted conclusion., • Audit & Compliance Posture — Prepare the firm for its first-year fund audit and contribute to RIA registration milestones by implementing controls, policies, and SOPs — drafting and distributing those not yet documented — to the standard LPs and the SEC expect.QualificationsThe ideal candidate will have 10+ years in real estate fund accounting or investment management finance, with prior experience at a REPE fund manager, institutional real estate operator, Big 4 or regional accounting firm serving real estate or PE fund clients, or a fund administration firm. Manager-side experience is strongly preferred. A demonstrated track record of building or significantly improving finance infrastructure in a growth or early-stage environment is required. Education & Credentials: • Bachelor’s degree in Accounting, Finance, or related field required, • CPA strongly preferred; demonstrated technical accounting depth required regardless of credential, • Advanced degree (MBA) a plus but not requiredTechnical Accounting Skills:, • Deep knowledge of GAAP fund accounting — waterfall calculations, NAV, capital accounts, investment company accounting (ASC 946), • Property-level accounting; management company accounting; multi-entity intercompany accounting and eliminations, • Experience with both GP-controlled vehicles and LP-position reporting from operator-led JVs, • Tax structuring in fund/JV contexts — partnership taxation, K-1 process, REIT considerations, • Lender reporting, covenant compliance, and draw managementSoftware & Systems Proficiency:, • Proficiency in multiple ERP/GL platforms (Yardi, MRI, or similar), • Experience with institutional fund accounting platforms (Investran, Yardi Investment Management, or similar), • Strong Excel financial modeling; familiarity with AP automation and bank feed integrations, • BI/reporting tools (Power BI, Tableau, or similar) a plusAI, Automation & Data Judgment:, • Clear-eyed view of data quality, auditability, and review requirements; track record of integrating new tooling without compromising controls or accuracy, • Demonstrated ability to evaluate where AI tools and automation genuinely strengthen a finance function — specifically in accounting workflow automation and data architecture/governance — and where they introduce riskAnalytical & Communication Skills:, • Ability to design and explain multi-entity accounting structures to non-finance stakeholders, • Strong written communication for LP, lender, and operating partner audiences, • Comfortable presenting financial data and controls frameworks to Managing Partners and institutional investors, • Detail-oriented without being spreadsheet-bound; able to balance near-term execution with long-term architecture decisionsOwnership & Operating Style:, • Builder’s mindset with the resourcefulness to stand up function and process where none exists, • Comfortable rolling up sleeves on the work and leading change across the firm and its service providers, • High ownership, sound judgment under ambiguity, and the credibility to set the bar for a growing finance team Total Rewards: We offer a competitive, holistic package of total rewards designed to recognize your time, talents, and impact. Along with competitive base compensation , this role is eligible for an annual discretionary bonus. Consistent with our "Be an Owner" philosophy, this role is also expected to participate in the firm's carried interest and long-term incentive programs, offering meaningful upside in the value the platform creates as it scales; specific terms are governed by the applicable fund and plan documents. Eligible employees also have access to a comprehensive benefits package, including: • Professional Development: Up to $2,500 annually for approved development expenses, • Medical, Dental & Vision coverage, including STD/LTD, in accordance with plan terms, • 401(k): Company-sponsored retirement plan, • Flexible Time Off, as governed by the Employee HandbookReporting & CollaborationReports To: Managing Partner Direct Reports: Fund Administrator (external); Property Accountants, Tax Preparers, Auditor (external); Staff Accountant or Senior Analyst (internal hire anticipated Year 1–2) Works Closely With: Head of Investor Relations, Head of Investment Operations, Head of Asset Management Committee Participation: Finance Committee (Chair); Asset Management Committee; Management Committee; Compliance Committee; Investment Committee (Non-Voting Contributor) Officer Status: Expected to be appointed as an officer, subject to Managing Partner approval Powered by JazzHR fRetXxzVuQ

Job Description Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.* Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are. Join us and help families amplify and simplify their financial lives with confidence. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: We are looking for a Tax Manager to join our Tax Team. The Tax group is a dedicated team of professionals who work in conjunction with our wealth advisors to provide tax compliance services to our high-net-worth clients. We are looking for someone who loves client service but does not enjoy the headaches of billable hours in a traditional public accounting firm. We offer a great work/life balance, a fun and supportive environment, and the chance to work directly with a wide variety of clients. We do not do audits or assurance work, and there are no business development requirements. As a member of the Tax Team, the Tax Manager is primarily responsible for leading client relationships, preparing, reviewing and delivering income tax returns, tax projections, and analysis for our clients. The Tax Manager has a passion for client service with experience in individual and entity tax preparation and review. The Tax Manager is personable, demonstrates superior communication skills, and possesses the flexibility to multi-task in a fast-paced tax services environment. Essential Job Functions will include: • Prepare, review and sign tax returns for high-net-worth individuals, trusts, and businesses, • Create quarterly estimates and projections., • Responsible for clear & concise communication with clients on all matters related to the delivery of income tax returns, • Perform tax research, • Responsible for timely and accurate response to tax questions, estimates, projections, and analysis with both tax and wealth management clients, • Work with tax staff to respond to tax notices and review of correspondence, • Stays up to date on tax law and any changes, as well as communicates the effects of the law changes to clients, • Mentoring responsibility for a team of Senior Tax Associates, Tax Associates, and/or Tax Support Specialists in the local office or region, as assigned., • All other duties as assigned Required Knowledge, Skills, and Abilities: • Minimum 5+ years of public accounting experience, or equivalent experience, • Bachelor's degree in Accounting or related field, • Strong tax code knowledge and general accounting skills, • CPA and/or EA required, • Master's degree in Tax a plus, • Experience with CCH, including Axcess, Workflow and Practice, and SafeSend, a plus., • Highly organized and tax-oriented, • Ability to handle a large volume of activities at one time, • Ability to communicate concepts to clients and advisors in concise and understandable fashion, • Must be detail-oriented and have excellent time-management skills Location: This is a hybrid role with a strong preference for candidates in Columbus, OH or Northeast, US Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM, and Saturdays as needed during tax season. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. Application Deadline: The initial deadline for applications is 8/3/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received. #LI-Hybrid Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Base Pay Range $106,000—$135,000 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Kaiser Medical plans available in California, • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays including a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (8 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option, • Pet Insurance, • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements. If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only. For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection If you are a resident of Washington State, learn more about your rights under the Washington Fair Chance Act here.

The ideal candidate will have significant experience in state and local taxation, including multistate tax issues, and prior experience in a law firm, accounting firm, consulting firm, or corporate tax environment. Position summary The State Tax Manager is responsible for providing strategic state a

Reporting to the Senior Vice President - Construction, the Development Manager is responsible for managing the full lifecycle of affordable and public housing development initiatives, from acquisition and negotiation through pre-development, financing, and construction coordination. This position oversees project feasibility, budgeting, and financial structuring while ensuring developments align with agency goals, regulatory requirements, and funding constraints. The Development Manager serves as a primary point of coordination among internal stakeholders, architects, general contractors, lenders, and public partners to ensure projects are delivered on time, within budget, and in compliance with applicable federal, state and local standards. \n \n ESSENTIAL FUNCTIONS: \n \n\n • Manages the full development lifecycle for public and affordable housing projects, including acquisition, due diligence, negotiation, pre-development, financing, and construction through project closeout.\n\n \n\n • Oversees and manages the work of other development staff and consultants.\n\n \n\n • Identifies, evaluates, and supports property acquisition opportunities, including site analysis, feasibility assessments, and coordination of environmental, physical, and financial due diligence activities.\n\n \n\n • Leads negotiations related to property acquisition, development agreements, joint ventures, and consultant and vendor contracts, in coordination with legal counsel and senior leadership.\n\n \n\n • Oversees pre-development activities, including scope definition, scheduling, entitlement processes, design development, and coordination with local jurisdictions and regulatory agencies.\n\n \n\n • Structures and secures project financing, including public housing capital funds, grants, tax credits, bonds, loans, and other public or private funding sources; prepares and reviews financing applications and related documentation.\n\n \n\n • Develops, monitors, and controls project budgets and pro formas throughout all phases of development, ensuring fiscal discipline, accurate forecasting, and timely identification of budget risks or variances.\n\n \n\n • Coordinates and manages relationships with architects, engineers, general contractors, construction managers, and other consultants to ensure design and construction activities align with project goals, schedules, and budgets.\n\n \n\n • Understands and adheres to procurement processes in accordance with public housing, HUD, and agency requirements, including RFP/RFQ development, evaluation, and contract administration.\n\n \n\n • Monitors construction progress, reviews pay applications and change orders, and ensures compliance with contract terms, funding requirements, and applicable regulations.\n\n \n\n • Ensures all development activities comply with HUD regulations, local, state, and federal requirements, and applicable public housing, affordable housing, and procurement standards.\n\n \n\n • Collaborates with internal departments, including finance, legal, asset management, and operations, to ensure smooth project execution and long-term operational viability.\n\n \n\n • Prepares reports, presentations, and recommendations for senior leadership, boards, and public stakeholders related to project status, risks, budgets, and timelines.\n\n \n\n • Supports project closeout activities, including final inspections, documentation, funding reconciliation, and transition to asset management or operations.\n\n \n\n • Performs other related duties as assigned\n\n \n MINIMUM QUALIFICATIONS: \n \n A Bachelor's degree in a directly related field and a minimum of five (5) years of directly related experience; Minimum two (2) years of experience supervising staff. An equivalent combination of education and experience may be considered. \n \n Preferred \n \n Experience in real estate, affordable housing, or public housing development, including responsibility for managing projects through multiple phases of development. Experience overseeing pre-development, financing, budgeting, and construction activities for housing or similar capital development projects; Experience coordinating and working with architects, general contractors, consultants, public agencies, and other project stakeholders. \n \n Required Knowledge of: \n\n • Federal, state, and local statutes, codes, and regulations governing public sector housing development, construction, and finance, including HUD and Code of Federal Regulations requirements.\n\n \n\n • Affordable housing development and preservation programs and financing tools, including Low Income Housing Tax Credits (LIHTC), Historic and New Market Tax Credits, HOME, RCAP, and other federal, state, and local funding sources.\n\n \n\n • Project and construction management principles, including budgeting, cost control, procurement, contract administration, environmental review requirements, building codes, and construction inspection standards.\n\n \n\n • Public sector administrative and management practices, including budgeting, cost accounting, records management, performance management, and continuous improvement.\n\n \n\n • Local community issues and available regional resources relevant to public and affordable housing development.\n\n \n Required Skill in: \n \n\n • Interpreting and applying federal, state, and local public housing rules, regulations, and development guidelines.\n, • Developing and analyzing development pro formas and applying for public and private funding.\n\n \n\n • Project and construction management, scheduling, contract administration, and review of construction documents.\n\n \n\n • Analyzing operational and financial records, evaluating policies and procedures, and making recommendations for improvement.\n\n \n\n • Planning, organizing, and prioritizing multiple projects and coordinating the work of others.\n\n \n\n • Establishing and maintaining effective working relationships with diverse stakeholders, including staff, residents, community partners, and public officials.\n\n \n\n • Verbal and written communication, including presenting information in public meetings and preparing reports.\n\n \n\n • Using computers and standard/specialized software for project management, budgeting, and reporting.\n\n \n LICENSE AND CERTIFICATION REQUIREMENTS: \n A valid Driver's License is required. \n \n Supervisory responsibilities \n Supervises three to five professional employees \n \n Travel required \n Limited travel to PHA sites as necessary

We are currently working with a global organization that is looking to add a Tax Manager to their team. \n \n \n Candidates for this role must have large company experience, either in corporate or public accounting, specifically with consolidated federal tax returns. \n This company outsources their actual tax return prep, but the role requires the ability to review tax returns in detail, as well as tax analysis, technical research, advising, and more. \n \n Our client offers very strong and generous perks and benefits, including excellent work life balance and retirement contributions, generous PTO, on-site gym and cafeteria, tuition reimbursement, and more. \n \n Responsibilities: \n\n • Stay abreast on applicable tax law to ensure compliance within the organization.\n, • Conduct technical tax research and provide tax guideline updates to key members of the organization.\n, • Review prepared federal tax returns, ensuring accuracy and completeness.\n, • Support externa and internal tax audits.\n, • Provide advice to senior leadership on various tax topics and questions.\n, • Conduct various tax analysis.\n\n \n Qualifications: \n\n • Bachelor's degree or equivalent in Accounting, Finance, or other.\n, • 5+ years of relevant large company tax experience.\n, • Big 4 or large regional public accounting experience strongly preferred.\n, • Excellent communication skills.\n\n \n

About Blooming Health Blooming Health is a growth stage technology startup on a mission to transform healthcare and social care through AI-powered engagement and workflow automation. Backed by leading investors including Insight Partners, Crossbeam Venture Partners, Metrodora Ventures, and Afore Capital, we help healthcare organizations, community-based organizations, health plans, and government agencies engage hard-to-reach populations at scale. Our platform leverages AI-powered voice, SMS, and email engagement, across 80+ languages to proactively identify needs, remove barriers to care, and connect individuals to critical services such as food, housing, transportation, and healthcare support. Through automated outreach, screening, closed-loop referrals, and care pathway automation, we help organizations improve engagement, support benefits continuity, and deliver more personalized, person-centered care. Trusted by over 2000+ organizations across 25+ states, Blooming Health enables partners to reach millions of individuals without increasing staff workload. By combining AI, automation, and engagement science, we help organizations expand capacity, improve outcomes, reduce administrative burden, and lower the total cost of care. About The Role As we scale, we’re looking for an experienced and strategic Senior Manager/Director of Finance to build and lead Blooming Health’s finance function through our next phase of growth. The ideal candidate will be based in New York City or remotely on the East Coast and will be able to travel to our NYC office monthly or as needed. This leader will serve as a key business partner to the executive leadership team, owning financial planning and analysis, accounting operations, financial infrastructure, strategic finance initiatives, fundraising support, and financial governance across the organization. The role is responsible for ensuring Blooming Health maintains strong financial discipline while building the systems, processes, and insights necessary to support a rapidly growing healthcare technology company. The ideal candidate combines deep accounting expertise, strong financial modeling capabilities, and strategic business acumen. They are equally comfortable preparing board materials, building forecasting models, improving accounting processes, evaluating strategic investments, and advising leadership on critical business decisions. This is a highly visible leadership role with direct influence on company strategy, growth planning, and operational execution. Title will be commensurate with experience. While we are initially targeting a Director-level hire, we are open to exceptional candidates at the Senior Manager, Director, or similar level depending on experience, demonstrated impact, and leadership scope. What You'll Do Financial Planning & Analysis: Own Blooming Health’s budgeting, forecasting, financial planning, and monthly reporting processes. Develop actionable financial insights and recommendations that support executive decision-making, resource allocation, and long-term business planning. Financial Infrastructure & Reporting: Build and maintain scalable financial models, reporting frameworks, KPI dashboards, and operational reporting systems that provide visibility into company performance, growth trends, and key business metrics. Accounting & Financial Operations: Oversee the company’s core finance operations, including accounts payable, accounts receivable, payroll oversight, cash management, financial reporting, and month-end close activities. Ensure accuracy, timeliness, and compliance across all financial processes. Strategic Finance Partnership: Partner closely with leaders across People Operations, Technology, Product, Operations, and Commercial teams to support headcount planning, vendor management, investment decisions, profitability analysis, and resource allocation. Revenue & Contract Intelligence: Provide financial analysis and strategic support for customer contracts, pricing models, payer relationships, growth initiatives, and new business opportunities. Develop financial models that support commercial decision-making and long-term revenue growth. Corporate Finance & Fundraising: Support fundraising activities, investor reporting, board materials, due diligence processes, financial storytelling, and long-range planning. Develop financial forecasts, valuation analyses, and scenario models that support capital planning and strategic initiatives. Tax, Compliance & Risk Management: Oversee tax compliance, audit readiness, financial controls, internal governance, and risk management processes. Ensure compliance with accounting standards, regulatory requirements, and best practices. Systems, Process Improvement & Automation: Design and implement scalable financial systems, controls, workflows, and operating procedures that improve efficiency, strengthen reporting accuracy, and support organizational growth. What We're Looking For Requirements: CPA Certification: Active CPA license is strongly preferred (not required). Finance & Accounting Leadership Experience: 6+ years of progressive finance, accounting, FP&A, corporate finance, or operational finance experience, including ownership of core finance functions and leadership responsibilities. Financial Planning & Analysis Expertise: Demonstrated experience leading budgeting, forecasting, financial modeling, scenario planning, and executive reporting processes within a growing organization. Technical Accounting & Financial Operations: Deep understanding of US GAAP, financial reporting, accounting controls, audit processes, compliance requirements, and financial operations best practices. Strategic Business Partnership: Proven ability to influence decision-making through financial analysis and business insights while effectively partnering with senior leaders across multiple functions. Financial Modeling & Analytical Skills: Exceptional financial modeling, forecasting, and quantitative analysis capabilities with the ability to translate complex financial data into actionable business recommendations. Systems & Process Development: Experience building scalable financial infrastructure, implementing financial systems, improving reporting capabilities, and creating operational rigor within growing organizations. Executive Communication Skills: Strong written, verbal, and presentation skills with the ability to communicate financial concepts effectively to executives, investors, board members, and non-financial stakeholders. Leadership & Team Development: Experience building, mentoring, and managing finance teams while fostering accountability, collaboration, and operational excellence. Preferred Qualifications: Startup & Growth-Stage Experience: Experience working within venture-backed startups or high-growth technology companies, particularly during periods of rapid scaling and organizational evolution. SaaS Business Model Expertise: Familiarity with SaaS financial metrics, subscription revenue models, recurring revenue forecasting, contract structures, pricing strategies, and unit economics. Healthcare Technology Experience: Experience within healthcare technology, health plans, provider organizations, social care, or other regulated healthcare environments is strongly preferred. Fundraising & Investor Relations: Experience supporting fundraising efforts, investor reporting, board communications, financial due diligence, valuation exercises, and capital planning initiatives. Multi-State Operations & Tax Compliance: Familiarity with multi-state business operations, tax requirements, and compliance obligations. Audit & Public Accounting Experience: Prior experience in public accounting, audit management, or overseeing external audits is highly desirable. R&D Tax Credits & Incentive Programs: Experience managing R&D tax credit programs and identifying financial incentives that support company growth and innovation. Compensation and Benefits Fully remote Medical, dental, and vision insurance 401(k) Why Join Blooming Health? Impact: Help improve access to social care and advance health equity Innovation: Build real-world voice and AI systems that ship to production Ownership: Take on meaningful technical responsibility and help shape the product Team: Work with mission-driven people who move quickly and care about doing things well

Job Description POSITION TITLE: Distribution Manager REPORTS TO: Logistics & Volunteer Manager EMPLOYMENT CATEGORY: Full-Time, Exempt ABOUT MANNA MANNA is a nonprofit organization in Philadelphia that provides nutrition services to improve the health of people with serious illnesses who need nourishment to heal. Through medically tailored meals and nutrition education, we empower people to improve their health and quality of life. SUMMARY: The Distribution Manager oversees the efficient and effective delivery of MANNA’s medically tailored meals to clients locally, utilizing MANNA vehicles, and statewide through the organization’s shipping program. This role is responsible for managing a team of Drivers, Packers, Distribution Associates, and volunteers involved in packing and fulfillment, ensuring all protocols and operational procedures are consistently followed. The Distribution Manager also manages MANNA’s vehicle fleet, including scheduling and monitoring inspections, maintenance, and repairs. This position is dedicated to delivering exceptional customer service and clear communication with both clients and internal teams, while ensuring all distribution and logistics functions meet the organization’s high standards. ESSENTIAL FUNCTIONS: Fleet & Logistics Management • Oversee daily distribution operations, including local delivery routes and statewide meal shipping., • Manage routing to ensure efficiency, timeliness, and cost-effectiveness., • Supervise fleet operations, including vehicle safety, inspections, maintenance, and repairs., • Develop and enforce safe driving and delivery protocols. Staff and Volunteer Supervision • Hire, train, supervise, and evaluate Distribution staff, including Drivers, Packers, and Associates., • Oversee volunteer participation in packing operations, ensuring adherence to protocols., • Maintain ongoing training programs to support operational changes and performance improvement., • Ensure compliance with safety standards and HIPAA confidentiality requirements. Operations & Communication • Coordinate packing, delivery, and logistics activities to meet organizational standards., • Serve as point of contact for distribution-related client communication, ensuring timely, professional responses to phone calls, emails, and other inquiries., • Maintain a high standard of customer service, ensuring clients and staff feel supported, valued, and informed., • Communicate schedules, updates, and operational changes clearly to staff and leadership., • Maintain accurate documentation of logistics activities, including delivery schedules, fleet operations, and staff performance. Monitoring & Continuous Improvement • Track and analyze key performance metrics, including delivery timeliness and packing efficiency., • Proactively identify operational challenges and implement corrective actions and process improvements., • Prepare regular reports on KPIs and operational performance for senior leadership. Leadership & Problem Solving • Foster a collaborative, accountable, and service-oriented team culture., • Address operational issues proactively, including delays, vehicle issues, and staffing gaps., • Provide ongoing coaching and performance feedback to team members. REQUIRED SKILLS AND ABILITIES: • Strong verbal and written communication skills, with a focus on customer service and cross-functional collaboration., • Demonstrated ability to lead, manage, and motivate staff and volunteers in a team-oriented environment., • Excellent problem-solving and critical thinking skills, with the ability to make sound operational decisions., • Highly organized with strong attention to detail and the ability to manage multiple priorities in a fast-paced setting., • Experience in logistics, distribution, food production, or a related field preferred., • Knowledge of fleet management and vehicle maintenance oversight., • Proficiency in Microsoft Office or comparable tools for scheduling, reporting, and communication., • Flexibility to work varied hours and adapt to changing operational needs. EDUCATION AND EXPERIENCE • High school diploma or equivalent required., • ServSafe Certification, • Minimum two years of experience in volunteer coordination, logistics, or customer service., • Valid driver’s license with a safe driving record., • Proficiency with Microsoft Office (Excel, Word) and ability to learn volunteer and delivery software., • Strong organizational, communication, and problem-solving skills., • Ability to lift 25 lbs and move carts loaded with meals., • Comfortable standing for extended periods and working in a fast-paced environment., • Must pass background check and drug screening. WORKING CONDITIONS • Work is performed on-site at MANNA’s Philadelphia facility., • Requires lifting, bending, stair climbing, and regular physical activity., • Exposure to cold storage areas (e.g., freezers) during meal handling., • Interaction with a diverse volunteer and client base. ADDITIONAL REQUIREMENTS All offers of employment with MANNA are contingent upon the successful completion of a standard credentialing process, including a criminal background check, driving record review, and drug screening. These screenings are subject to annual re-verification as a condition of continued employment. BENEFITS: Health and Vision insurance, Dental insurance, FSA, Pre-tax Commuter Spending Account, Life insurance, Disability insurance, 401(k) plan with match, PTO up to 12 days in year one plus 5 sick days, 11 paid holidays plus two ‘floating’ holidays per year and 3 special PTO days.

Job DescriptionWe have been partnering with a top rated locally based CPA and advisory services firm looking for a talented Tax Manager to join their team near Philly, PA. This is for someone ready for a complex review environment, of various pass through entities, and high net worth individuals. Pay and Benefits of the Role: • Salary $120,000-$150,000 annually, • Personally working with a variety of high revenue businesses, including construction, manufacturing, professional services, • Employee-focused culture that cares about their employees and their quality of life, • Excellent PTO package, • Dental plan, Medical Plan, • 401(k), • Full time, • Tuition assistance Qualifications and Responsibilities: • CPA License required and have 5 or more years of tax experience in a tax associate and or senior tax associate role in a public accounting environment, Review mostly of complex returns, estates, corporations, HNW clients, • Excellent skills in performing tax review work for corporations, partnerships, and trusts., • Located in the local area if possible, • Experience working with high net worth individuals and executives of large corporations ranging from $5M to over $200M in revenue for tax work, • Experience with various tax software programs based on business taxation, Thompson Reuters, Pro System if you are ready to move to a new firm for whatever reason, let us know by applying today. We update our roles often, and we may have a better fit at a different firm.- Thanks much, -Andrew

Job Description Job title Senior Disbursement Accountant Job type Full Time Employee type Exempt Team Accounting Reports to Disbursement Accounting Manager Location Remote Duties and Responsibilities We are seeking a detail-oriented and technically strong Distribution Senior Accountant to support and lead the accounting processes related to settlement distributions. This role is responsible for ensuring accuracy, compliance, and efficiency in managing distribution funds. The ideal candidate is hands-on, highly analytical, and comfortable working across teams to provide reliable financial reporting and support. Key Responsibilities: • Perform and review accounting functions related to settlement distributions, including reconciliations, bank account monitoring, and fund disbursements., • Process vendor payments through various methods (checks, wire transfers, ACH, etc.)., • Track and reconcile settlement bank accounts to ensure accuracy and completeness., • Monitor and analyze bank activity to ensure accurate tracking of all transactions., • Prepare financial reports, schedules, and supporting documentation for internal and external stakeholders., • Collaborate with internal teams (operations, finance, client services, and legal) to support accurate reporting and compliance with settlement agreements., • Assist in preparing year-end tax documents (e.g., 1099s)., • Support process improvements and efficiency initiatives, including automation where possible., • Serve as a subject matter resource on distribution accounting questions. Qualifications and Experience The essential qualifications include but are not limited to the following. • Bachelor’s degree in Accounting, Finance, Data Analytics, or related fields, • Advanced Excel skills are required, • 2–4 years of progressive accounting, reconciliation, treasury, or data analysis, • Strong reconciliation and analytical skills with high attention to detail., • Experience with online treasury and banking platforms is required, • Ability to communicate effectively and work cross-functionally, • Proficiency in accounting software is a plus

Job Description SUMMARY Direct and control the company's overall import trade compliance strategy with U.S. Customs and Border Protection (CBP) regulations and interaction with participating government agencies (PGA) such as Department of Transportation (DOT), Environmental Protection Agency (EPA), Federal Communications Commission (FCC), etc. Ensure that all imported vehicles and parts, etc. are properly classified, valued, and entered according to CBP regulations and that the appropriate duty and taxes are paid. Work with executive stakeholders throughout Legal, Aftersales, Tax, Finance, and Sales. Lead tariff mitigation strategies, while maintaining strict compliance. Additionally, manage the company's compliance within the Customs and Trade Partnership Against Terrorism (C-TPAT) Cargo Security Program. MAJOR RESPONSIBILITIES • Lead and provide strategic direction of the administration of the company's customs and import compliance activities to support our commitment to comply with evolving U.S. Customs and Border Protection (CBP) regulations and programs., • Establish procedures and implement changes or enhancements to meet the current business and compliance demands., • Interpret and implement strategic direction based on executive orders and Cargo Systems Messaging Service (CSMS) updates, assessing and minimizing risk to the company., • Stay abreast of regulatory changes and provide updates and guidance to senior leadership, while working closely with Finance, Legal, and other internal stakeholders., • Develop strategy and direct the implementation of duty optimization programs such as: First Sale for Export (FSFE), duty drawback, temporary import/export programs, and Foreign-Trade Zones (FTZ)., • Oversee and support Customs Operations Manager on execution., • Define key performance indicator (KPI) framework and performance standards across customs operations and compliance., • Establish broker and software strategy, selection, and contractual performance expectations., • Serve as authority on customs planning, classification, country of origin, valuation, special programs, and partner government agency requirements., • Optimize use of Free/Preferential Trade Agreements (FTA/PTA) and manages the impact of trade remedies (International Emergency Economic Powers Act [IEEPA], Sections 232 & 301, antidumping, countervailing duties)., • Design and direct the internal audit roadmap for entry data., • Conduct root-cause analyses on any filing discrepancies, and authors draft prior disclosures or post-summary corrections when required., • Establish and maintain robust recordkeeping and audit documentation controls, ensuring alignment with regulatory requirements and internal policies while supporting audit readiness., • Drive cross-functional collaboration and alignment with key stakeholders across Tax, Finance, Product Design, and other business functions to ensure integration of trade compliance considerations into business operations., • Establish and manage business operations to monitor cargo security procedures and establish new procedures and policies as needed., • Represent the company's best interest in communicating with CBP and works to maintain company's standing as a "low risk" importer with favored Customs and Trade Partnership Against Terrorism (C-TPAT) membership status., • Maintain ownership and leadership over this program., • Support programs and control to comply with Forced Labor Act requirements to prevent products mined, produced, or manufactured wholly or in part with forced labor from entering the United States., • Work with company on traceability initiatives for compliance purposes, such as Certificate of Origin (COO), Uyghur Forced Labor Prevention Act (UFLPA), Anti-Dumping & Countervailing Duties (AD/CVD), etc. ADDITIONAL RESPONSIBILITIES • Lead the Annual Notification Letter to CBP on annual basis as part of C-TPAT Program., • Maintain and update the Import Compliance Manual on annual basis., • Work with the Export Compliance team on joint initiatives; knowledge of Export Compliance is a plus. REQUIRED SKILLS & PERSONAL QUALIFICATIONS • Current on latest customs compliance laws and initiatives., • Working knowledge of Customs and Trade Partnership Against Terrorism (C-TPAT) program requirements., • Knowledge of customs brokerage operations (entry filing) to manage self-filing function, including programming requirements needed to properly transmit import data to U.S. Customs and Border Protection (CBP)., • Ability to effectively lead operational/personnel changes as needed., • Ability to communicate with employees at all levels of the company, as well as with government officials., • Ability to negotiate and manage external consulting contracts., • Excellent verbal and written communication skills., • U.S. Customs Broker License, Required EDUCATION & EXPERIENCE REQUIREMENTS: • Bachelor's degree required with 10-12 years of work experience.

Commercial Tax Manager Or Senior ManagerWeaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. Weaver is looking for a Commercial Tax Manager or Senior Manager with an extensive partnership experience to join our grow

As Senior Tax Manager - North America, you'll serve as the primary tax leader for the United States and Canada, partnering with senior stakeholders across Finance, Legal, Commercial, and Operations. Senior Tax Manager - North AmericaFinance - Group TaxShape the Future of Tax in a Global BusinessAre

Senior Tax Manager, Mergers & AcquisitionsJoin Aprio's Specialty Tax team and you will help clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for a Senior Tax Manager, Mergers & Acquisitions to join their dynamic team. The Senior Manager serves as a technical an

Consistently makes suggestions as to how previous work products or approaches can be improvedMay lead marketing campaigns, if applicable to rolePresents complex strategies to clients and prospective clientsCollaborates with the Firm's National Tax and Specialized Tax Services to deliver high-quality

Tax Manager / Senior Tax Manager – Public AccountingAn established, full-service public accounting firm in Chester County is seeking an experienced Tax Manager or Senior Tax Manager to join its growing team. ResponsibilitiesManage and review tax engagements for individuals and business entitiesRev

Asset And Wealth Management Tax Senior ManagerThe Opportunity As an Asset & Wealth Management Tax Senior Manager, you will play a pivotal role in guiding clients through complex tax regulations, helping them optimize their tax positions while minimizing risks of non-compliance. As a Senior Manager,

Location: Camden, NJ Hybrid: 3 Days In Office / 2 Days Remote Compensation: Up to $160,000 Base Salary + 15% Target Bonus CPA Required We are seeking an experienced CPA and Financial Reporting Manager to join a sophisticated finance organization in a highly visible leadership role. This position will lead key aspects of the monthly close, financial reporting, technical accounting, budgeting, internal controls, and audit processes. The ideal candidate will have strong financial reporting experience, excellent technical accounting knowledge, and the ability to partner effectively with senior leadership and cross-functional teams. Responsibilities • Lead and coordinate monthly, quarterly, and annual financial close processes, • Oversee balance sheet reconciliations, account certifications, journal entry reviews, and close governance, • Prepare and review monthly and quarterly financial reporting packages, • Develop financial reports, account analyses, rollforwards, and management reporting, • Oversee G&A and capital expense accounting, including budgeting, forecasting, reporting, and analysis, • Prepare and oversee standalone financial statements, • Coordinate external financial statement audits and internal control audits, • Research and implement new accounting standards and evaluate their financial statement impact, • Provide technical accounting guidance on leases, employee benefit plans, income taxes, and other complex accounting matters, • Support tax accounting and related financial reporting activities, • Oversee various government and regulatory reporting requirements, • Identify opportunities to strengthen controls, improve processes, and increase efficiency, • Partner closely with Finance, HR, Tax, and other business stakeholders, • Lead, mentor, and develop accounting team members Qualifications • CPA Required, • Bachelor's degree in Accounting, Finance, or related field, • 10+ years of progressive accounting and financial reporting experience, • Strong financial statement preparation and financial reporting background, • Strong knowledge of U.S. GAAP and/or IFRS, • Experience with technical accounting and complex accounting matters, • Strong understanding of internal controls and audit processes, • Excellent analytical, problem-solving, and communication skills, • Ability to manage multiple priorities in a deadline-driven environment, • Strong process improvement mindset, • Experience with Oracle, OneStream, Power BI, and advanced Excel is highly desirable, • Previous management or mentoring experience preferred This is an excellent opportunity for a CPA with significant financial reporting experience who is looking to take on a high-impact leadership position with strong exposure to senior management and complex accounting matters. Interested candidates are encouraged to reach out directly for additional details or a confidential discussion.

Job DescriptionDescription: Job Summary The Senior Property Manager is responsible for overseeing all facets of property operation at multiple locations. This includes ensuring consistent execution of revenue collection and expense management practices, operational and contractual obligations, resident relations policies and procedures, and employee hiring, training, development and retention. Essential Job Functions • Models and instills company mission and values within all employees, • Champions continuous improvement and regularly implements strategies to enhance resident satisfaction, work processes and property performance, • Ensure each property meets all contractual and operational obligations—safety, security, maintenance, marketing, landscaping/curb appeal, etc., • Develops and administers operating and capital expense budgets which reflect the owner’s performance goals, • Forecasts and oversees major capital expense projects, including HVAC systems, roofing, and parking lot surfacing, etc., • Performs operational reviews and takes corrective action to address deficiencies at each property, • Analyzes and distributes monthly financial statements—submits variance reports and remediate discrepancies, • Maintains complete, accurate, legible, and compliant documentation and property files at each property, • Coordinates timely revenue collection in accordance with lease obligations and accounts receivable procedures, • Manages resident relations and coordinates requests for repairs or maintenance at each property, • Furthers residents’ understanding of rent charges and lease issues, • Completes the initial application as well as annual re-certifications for all funding sources accurately and on-time to ensure compliance with applicable program/s (e.g. Low-Income Housing Tax Credit (LIHTC), Home, Public Housing, etc.) at each property, • Partners with district or regional manager to fill vacant positions with qualified permanent employees as soon as possible—ideally within 45 days or less, • Coordinates candidate interviews and partners with district or regional manager to make well-informed hiring determinations, • Ensures compliance with local, state and federal employment laws and regulations—seek counsel from human resources as necessary, • Facilitates new hire orientation, on-boarding and training, • Provides ongoing, balanced performance feedback to employees, • Counsels underperforming employees and provides direct commentary to their improve performance, • Identifies top performers and advocates their ongoing development, • Adheres to Fair Housing Laws in all resident and prospect interactions, • Other duties as assignedRequirements: Knowledge, Skills, and Abilities • Bachelor’s degree (or equivalent combination of education and experience), • Minimum of six years within the property management industry, • Minimum of three years of supervisory experience in a management position, which includes annual budget processing, accounting, compliance, and interviewing/selection/performance management of employees, • Experience with Public Housing, Project-based Voucher, Tax Credit, and Section 8 is highly preferred, • Scheduling flexibility based on business needs, • Excellent interpersonal skills, • Strong written and verbal communication skills, • Advanced customer service and problem-solving skills, • Technically proficient in Microsoft Office, • Ability to work in a fast-paced, action-oriented environment, • Ability to establish relationships across the organization and at various hierarchical levels, • Ability to travel up to 25% of the time Our Values • Embrace New Ways: obstacles are opportunities, and challenges are catalysts for change, • Serve the Community: give back and pay it forward, • Drive to Achieve: ambition and determination – we can achieve anything we can imagine, • Purpose Over Pride: Collaboration, thoughtful listening, and respect guide how we work with each other WE’VE GOT YOU COVERED We take pride in supporting the health and well-being of our teammates and their families: • Full medical, prescription, dental and vision benefits, • Company paid life and AD&D insurance, • Company paid short-term and long-term disability, • A 401(k) retirement plan with company match, • Paid time off, accrued based on years of service, • Supplemental insurance for employees and families, • Employee Assistance Program for confidential counseling, • Additional paid day off to provide community or charitable services, • Paid holidays; approximately fourteen (14) per year, • Peace of mind and a great working environment #HP MRK provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, veteran status, sexual orientation, and gender identity.

The Payroll Manager performs payroll-related functions, including payroll processing, payroll tax compliance, automated timekeeping systems and payroll reporting in a multi-site, multi-state, high-volume environment. Senior Payroll Manager or VP of Payroll. The Payroll Manager provides excellent cus

At KPMG, you can become an integral part of a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges. Develop your career through a range of multifaceted engagements, formal training, and informal mentoring. At KPMG, we believe nothing is more important than investing in our culture because it is an investment in our people, our future, and what we stand for as a firm. \n\n KPMG is currently seeking a Manager or Senior Manager to join our Global Mobility Services (GMS) practice. \n\n\n \n\n\n Responsibilities:\n\n\n • Manage client expectations and delivery of services to expatriate employees of corporate clients\n, • Develop and maintain relationships with clients\n, • Create and review tax equalization and international assignment policies\n, • Review tax returns and equalizations of expatriate employees\n, • Mentor and coach staff\n, • Manage resource allocation, workflow, and resource utilization\n\n\n \n\n\n Additional Responsibilities for Senior Manager:\n\n\n • Coordinate special projects and work with partners on expatriate program proposals/business opportunities\n\n\n \n\n\n Qualifications:\n\n\n • Minimum five years of recent expatriate or individual tax experience\n, • Bachelor's degree from an accredited college/university\n, • Licensed CPA, JD/LLM, or Enrolled Agent, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list\n, • Prior work experience at an accounting firm\n, • Ability to supervise and mentor staff\n\n\n \n\n\n Additional Qualifications for Senior Manager:\n\n\n • Minimum seven years of recent expatriate or individual tax experience\n, • Demonstrated ability to build and manage client relationships\n\n\n \n KPMG LLP and its affiliates and subsidiaries (“KPMG”) complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work.\n \n \n \n \n \n Follow this link to obtain salary ranges by city outside of CA:\n \nhttps://kpmg.com/us/en/how-we-work/pay-transparency.html/?id=M301B326\n KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state, or local laws. The attached link contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please. \n KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them. \n Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You'll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You'll also help organizations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You'll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Senior Associate, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: • Use feedback and reflection to develop self awareness, personal strengths and address development areas., • Delegate to others to provide stretch opportunities, coaching them to deliver results., • Demonstrate critical thinking and the ability to bring order to unstructured problems., • Use a broad range of tools and techniques to extract insights from current industry or sector trends., • Review your work and that of others for quality, accuracy and relevance., • Know how and when to use tools available for a given situation and can explain the reasons for this choice., • Seek and embrace opportunities which give exposure to different situations, environments and perspectives., • Use straightforward communication, in a structured way, when influencing and connecting with others., • Able to read situations and modify behavior to build quality relationships., • Uphold the firm's code of ethics and business conduct. The Opportunity: As part of the Financial Services Tax team you shall provide benefit through digitization, automation and increased efficiencies. As a Senior Associate you shall analyze complex problems, mentor others, and maintain rigorous standards. You shall focus on building client relationships and developing a deeper understanding of the business context, navigating increasingly complex situations, and growing your personal brand and technical proficiency. Responsibilities: • Drive impact through digitization and automation, • Address complex tax-related challenges, • Mentor and support junior colleagues, • Establish and maintain client relationships, • Develop a thorough understanding of business contexts, • Manage and navigate complex tax scenarios, • Enhance personal brand and technical knowledge, • Uphold exceptional professional and technical standards What You Must Have: • Bachelor's Degree in Accounting, • 2 years of experience, • Job seekers need to demonstrate the minimum requirements are met for CPA licensure per respective state regulations What Sets You Apart: • Innovating through new and existing technologies, • Experimenting with digitization solutions, • Working with large, complex data sets, • Building models and leveraging data visualization tools, • Exposure to pricing and client worth, • Reviewing contracts and finding new pricing options, • CPA or commitment to pass CPA exam before promotion to Manager and thereafter obtain CPA licensure, or Member of the Bar Travel Requirements: Up to 20% The salary range for this position is: $77,000 - $214,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy.

Position Title: Accountant Position Level: Coordinator This is a mid-level professional role with significant responsibility and independence. Location: Remote position. This role must be filled by a candidate who is legally authorized to work in the United States and resides within the Eastern or Central U.S. time zones. Department: Finance and Administration Reports to: Sofia Flynn, Senior Accounting & Office Manager Schedule Type: Full-Time, 35-Hour/Week FLSA Status: Exempt Applications will be accepted through Friday, September 25, 2026. Early applications are highly encouraged. The anticipated start date for this position is early January 2027. OUR MISSION Cultural Survival is an Indigenous-led NGO and U.S.-registered nonprofit that advocates for Indigenous Peoples' rights and has supported Indigenous communities' self-determination, cultures, and political resilience since 1972. For 54 years, Cultural Survival has partnered with Indigenous communities to advance their rights and cultures worldwide. The foundation of our efforts is to support, amplify, and raise awareness of self-determination for Indigenous communities. We have cultivated a robust network of partnerships with Indigenous communities spanning over 70 countries on six continents. Our work is guided by the United Nations Declaration on the Rights of Indigenous Peoples (UNDRIP). The qualifications listed below describe our ideal candidate; however, we understand the best candidate might not meet every listed criterion. Studies show that women and members of structurally marginalized and underrepresented groups often apply to jobs only if they meet 100% of the qualifications. Cultural Survival encourages you to submit your application, even if you don’t meet all the qualifications for the position. We look forward to hearing about your interest in our work. Cultural Survival is committed to providing reasonable accommodations for individuals with disabilities throughout the application process and during employment. POSITION OVERVIEW The Accountant role is essential to maintaining Cultural Survival's financial integrity. This position ensures compliance with Generally Accepted Accounting Principles (GAAP), internal controls, donor requirements, and grant agreements. Responsibilities include managing daily accounting functions, preparing financial reports, and maintaining accurate financial records. The role significantly supports organizational decision-making by ensuring that timely, accurate financial information is available. The responsibilities and expectations outlined below are integral to the role’s success. The position requires strong technical skills, a commitment to transparency, and the ability to thrive in a multicultural nonprofit environment. Demonstrated nonprofit experience is required, as it provides valuable insight into the operational dynamics and mission-driven focus needed for success at Cultural Survival. For the right candidate to thrive in this role, understanding nonprofit structures and goals is integral. Experience in nonprofit accounting equips candidates to navigate complex funding mechanisms, prioritize impact-driven outcomes, and align their work with our commitment to Indigenous Peoples' rights and cultural preservation. Familiarity with Indigenous knowledge systems, cultures, and traditions is a significant advantage for applicants. It enables a deeper understanding of the communities we serve and strengthens our ability to advance our mission. While not a requirement, this familiarity can significantly enhance the role's relevance and impact. This role contributes to ensuring that our financial practices reflect our commitments to transparency, accountability, and Indigenous-centered values, and it offers meaningful room for professional growth and increasing responsibility within our Finance team. STATUS AND LOCATION This is a full-time (35 hrs/week) remote position. While the position can be performed remotely from a home office, up to 10% of the role will require travel to attend Cultural Survival events. All travel expenses are fully covered by the organization. LANGUAGE SKILLS REQUIRED Fluency in English and Spanish is required. Fluency in an Indigenous language is also highly desirable. RESPONSIBILITIES Accounting and Financial Operations • Oversee accounting operations, including accounts payable, payroll, general ledger maintenance and inter-account bank transfers., • Ensure timely and accurate data entry and record-keeping in compliance with GAAP., • Manage payroll processing, including reviewing, approving, and ensuring compliance with labor laws., • Reconcile financial accounts, including bank statements and investment records, monthly., • Handle grants and donations, ensuring proper tracking, allocation, and reporting., • Responsible for funds disbursement to vendors and to field staff outside the USA., • Ensure compliance with credit card policies and reconciling charges., • Maintain adherence to CS’s Records and Record Retention Policy. Financial Reporting and Planning • Prepare monthly, quarterly, and annual financial reports, including balance sheets and income statements., • Assist with developing and monitoring the annual budget, and participate in financial planning and analysis to support strategic organizational goals., • Provide financial insights to support leadership and the Finance Committee's decision-making., • Facilitate the annual audit process and ensure compliance with tax filing requirements, including IRS Form 990. Internal Controls and Compliance • Develop and enforce internal controls to protect organizational assets. Investigate and resolve discrepancies in financial data., • Periodically review vendor records to ensure compliance with policies. Collaboration with Human Resources • Support the administration of employee benefits, including enrollment, updates, and terminations in plans such as health and life insurance. This task is performed as needed, in coordination with HR, which provides necessary employee information and communicates plan details to staff., • Collaborate on annual benefit plan renewals and provide financial analysis to support decision-making. Leadership and Stakeholder Engagement • Collaborate with the Senior Accounting & Office Manager to implement financial strategies., • Serve as the primary point of contact for financial questions from internal and external stakeholders., • Train and mentor staff on financial processes and tools., • Represent the Finance department in cross-functional meetings and external audits. Bazaar Event Finance Support (periodic, during Cultural Survival's Bazaar events) Cultural Survival hosts Bazaar events during a small number of weekends each year. These events are the primary reason for the travel described in this position, and during them, the Accountant serves as the on-site finance lead. This includes: • Oversee cashier operations, including cash handling, credit card transactions, and daily reconciliation to ensure accurate financial records and transaction processing., • Provide on-site financial support to vendors during bazaar events by assisting with sales transactions, tracking revenue, and resolving payment-related queries., • Count and reconcile cash at the end of each event day, accurately recording financial data and maintaining transaction records in the organization's database., • Calculate vendor revenues based on verified sales records and process vendor payouts accurately and in a timely manner. QUALIFICATIONS Education and Experience • A bachelor's degree in accounting, finance, or a related field, or an equivalent combination of education and relevant experience, is required., • 3+ years of progressive accounting experience, with demonstrated experience in nonprofit accounting is required., • Fluency in English and Spanish is required. Fluency in an Indigenous language is highly desirable., • Lived experience or work experience in support of Indigenous communities is strongly preferred, but not required. Skills and Competencies • Familiarity with grant compliance and accounting standards., • Strong organizational and time-management skills as well as excellent interpersonal and communication abilities., • Professionalism and discretion when handling sensitive information., • Proficiency in accounting software, with Sage Intacct as preferred., • Willingness and ability to travel up to 10% of the time to attend Cultural Survival events. All travel expenses are covered by the organization., • CPA certification is valuable but not required. WHAT WE OFFER Cultural Survival provides a competitive compensation package, including: • Comprehensive health, dental, and vision insurance (90% employer-covered for individuals, partners, and families)., • Generous leave policies: 15 vacation days, 14 holidays, 12 sick days, and 3 personal days annually., • Paid family and parental leave (up to 6 weeks), with additional unpaid leave options., • Employer-paid life insurance and disability coverage., • 6% employer match for retirement contributions through ADP Retirement., • Partial reimbursement for personal cell phone and home internet costs., • Professional development opportunities, including training in grant management, and financial compliance., • Participation in CS’s employee wellness program. SALARY Cultural Survival offers competitive compensation based on qualifications and the position level: • Coordinator level: $60,000 - $75,000 USD annually + excellent benefits package HOW TO APPLY Interested candidates should apply through the Cultural Survival website under the "Careers" section. Please do not apply via email. For your application, please submit: • Cover Letter: Addressed to Sofia Flynn, Senior Accounting & Office Manager, detailing why you are interested in the Accountant position and explaining how you meet the published requirements for this role. We want to understand your unique voice and writing style, so please refrain from using AI-generated content in your cover letter. The letter will be evaluated as your writing sample., • Resume: Highlighting your experience with financial management, nonprofit accounting, and leadership in financial operations. Cultural Survival is an equal opportunity organization that values inclusive collaboration with staff members and partners. We are committed to fostering a culture where all individuals feel respected, valued, and welcomed. Our team reflects a rich diversity of cultures, perspectives, and worldviews, aligned with our core values of equity, solidarity, mutual respect, and interculturalism. We welcome individuals from all backgrounds, including diverse nations, geographies, races, ethnicities, sexual orientations, gender identities, abilities, languages, religions, spiritual traditions, ages, lived experiences, and cosmovisions. If you require reasonable accommodations to participate in the application or contracting process, please contact: _. This position will remain open until Friday, September 25, 2026. Application review will begin in early October, and we expect to hold first-round interviews in mid- to late October 2026. Early applications are highly encouraged, and all applicants will hear from us following our initial review.

At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions. In transfer pricing at PwC, you will focus on providing guidance and support to clients on transfer pricing matters. In this field, you will help businesses establish and maintain appropriate pricing for transactions between related entities, maintaining compliance with tax regulations and minimising the risk of disputes. Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise and awareness of your strengths. You are expected to anticipate the needs of your teams and clients, and to deliver quality. Embracing increased ambiguity, you are comfortable when the path forward isn't clear, you ask questions, and you use these moments as opportunities to grow. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: • Respond effectively to the diverse perspectives, needs, and feelings of others., • Use a broad range of tools, methodologies and techniques to generate new ideas and solve problems., • Use critical thinking to break down complex concepts., • Understand the broader objectives of your project or role and how your work fits into the overall strategy., • Develop a deeper understanding of the business context and how it is changing., • Use reflection to develop self awareness, enhance strengths and address development areas., • Interpret data to inform insights and recommendations., • Uphold and reinforce professional and technical standards, the Firm's code of conduct, and independence requirements. The Opportunity As part of the Default team you are set to lead the way as technology-enabled tax advisors who provide benefits through digitization, automation and increased efficiencies. As a Senior Associate you are to analyze complex problems, mentor others, and maintain rigorous standards. You are to focus on building client relationships and developing a deeper understanding of the business context, while navigating increasingly complex situations to grow your personal brand and technical knowledge. Responsibilities • Provide strategic benefits through digitization and automation, • Equip professionals to succeed in complex transactions, • Build and nurture client relationships, • Analyze and solve complex problems, • Mentor and guide junior team members, • Maintain exceptional standards of quality and professionalism, • Develop a profound understanding of business contexts, • Enhance personal brand and technical proficiency What You Must Have • Bachelor's Degree, • 2 years of experience, • Commitment to obtain one of the certifications approved for the practice before being promoted to Manager What Sets You Apart • Master's Degree in Accounting, Taxation, Economics, Finance, Public Administration, International Business preferred, • Knowledge of transfer pricing concepts and financial transactions, • Experience in managing functional analyzes interviews, • Skilled in performing market studies and industry research, • Ability to design and develop financial models, • Proficiency in automation and digitization in tax services, • Experience in pricing, client relationships, and negotiation processes Travel Requirements Up to 20% The salary range for this position is: $77,000 - $214,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more.

At BBH, partnership is more than a form of ownershipit's our approach to business and relationships. We know that supporting your professional and personal goals is the best way to help our clients and advance our business. We take that responsibility seriously. With a 200-year legacy and a shared passion for what's next, this is the right place to build a fulfilling career. Join us as a Relationship Manager Brown Brothers Harriman is currently recruiting a Relationship Manager to join our Capital Partners team in Philadelphia. In this role you will serve as the point person for ultra-high-net-worth clients, with a focus on increasingly more complex relationships, client service and portfolio management. You will be expected to demonstrate a high level of credibility, presence and confidence in working with clients as well as intellectual know-how (ability to answer non-routine client questions). As an RM, you will generally handle meetings on your own - but may have a more senior team member tangential to an account's management. You will also focus on business development (from existing and new clients), partnering with Team Leader, other RMs, Relationship Associates and Wealth Planners in the process. Some of your key responsibilities include: Relationship Management and Business Development • Effectively service clients and is the primary point person on designated accounts; handles moderately complex accounts independently. Partner with more seasoned RMs on the most complex accounts., • Ensure all clients are highly satisfied with the service they are receiving as demonstrated by continuing to maintain their assets at BBH and referring their friends and family to the firm., • Split time between managing existing client relationships and sourcing new business Investment Execution • Serve as first call for portfolio related questions (e.g., Investments / Asset Allocation / Performance)., • Demonstrate knowledge of the fundamentals of each element of investments and ensure that the needs of our clients are being addressed., • Implement investment strategy to meet individual client goals and objectives. Utilize BBH guidelines and policy to assist with development of client specific plans (e.g., asset allocation)., • Possess high level of investment knowledge (knowledge of all asset classes and their characteristics, risks, tax consequences) and judgment and demonstrate this knowledge with clients., • Prepare for account review, account opening/closing/maintenance, and creation of client meeting materials. Risk Management and Administration • Exercise sound, professional investment judgment on behalf of clients, while avoiding risks to the firm and demonstrates 100% adherence to the compliance requirements of the business, including Investment Policy Statements, Know Your Customer requirements, completing documentation and written records of meetings and discussions., • Act as primary day to day contact point with clients, elevate high level risk issues to Team Leader and/or CAO., • Ensure total compliance at the account level and oversee and respond to all compliance reports (i.e., overdraft reports, approved trades, delinquent documentation, IPSs)., • Oversee all account maintenance activities, including, documentation, meeting materials and performance evaluations. Business and Professional Leadership • Active participation in personal and professional networks (e.g., organizations professional contacts); beginning to research/monitor industry related resources (e.g., newspapers) to identifying potential leads (in conjunction with more seasoned RMs/TLs)., • Manage self to develop professionally and personally by utilizing the internal resources at BBH., • Coach, train and mentor RAs and Sr. RAs and provide input on their career development. Qualifications: • BA/BS required and/or equivalent job experience, • 8 plus years relevant portfolio management experience involving equities, bonds, or both, • Excellent client service skills, • Superior oral/written communication, analytical and thought leadership skills, • Knowledge of asset allocation, trust and fiduciary principles, • Strong team player, • Strong work ethic, • CFA, CFP, and/or MBA a plus We value diverse experiences. We value diverse experiences and transferrable skillsets. If your career hasn't followed a traditional path, includes alternative experiences, or doesn't meet every qualification or skill listed in the job description, please do go ahead and apply. About BBH: Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management. Across Investor Services and Capital Partners, we work with an enviable roster of sophisticated clients who make BBH their first call when they are tackling their hardest challenges. Delivering for our clients and each other energizes us. We believe that how we do our work is just as important as what we do. We are relentless problem solvers who know our best ideas come from collective debate and developmentso we are never possessive about our ideas. Every day we come together as a diverse community of smart and caring people to deliver exceptional service and expert advicecreating success that lasts. No matter where you sit in the organization, everyone is empowered to contribute their ideas. BBHers can pick up the phone and call any colleague, and they are happy to help. Expanding your impact beyond your daily role is part of how we operate as trusted partners to one another. We believe stability is a competitive advantage, but being stable means having the knowledge, skill, and discipline to evolve, oftenpushing the boundaries of innovation. As a private partnership, every investment we make is in the relationships, technologies, products and development we believe are in the long-term interests of our clients and our people. Our long-tenured leaders are experts in their areas and are actively involved in the day-to day business, taking the time to provide guidance and mentoring to build the next generation of BBHers. Because we know, our success begins with yours. Go to BBH.com to learn more about our rewards and benefits, philanthropy, approach to sustainability or how we support you to thrive personally, physically and financially. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status under federal, state or local law.

A Tax Senior Manager, Business Incentives Group (BIG) is charged with helping clients identify, document, and support tax positions related to their BIG tax credits and deductions. The BIG Senior Manager is a critical member of the BIG leadership team and actively participates in the marketing and business development of the BIG practice. In addition, the BIG Senior Manager develops and drives process improvement and team-building initiatives, maintains client relationships, and acts as a source of guidance to team members. Job Duties: • Tax Specialization, • Maintains and develops an in-depth understanding of the technical and practical issues and opportunities regarding BIG tax benefits, • Identifies client opportunities and issues having to do with tax specializations other than BIG, • Develops, recommends, and implements solutions to provide clients maximum tax benefits, • Stays informed of new legal and factual developments affecting clients' BIG tax positions and identifies and communicates to partners effective approaches to optimize these positions, • Identifies process improvements regarding, e.g., the processes of identifying, documenting, and supporting BIG benefits on exam and at appeals, • Identifies non-BIG tax and business opportunities for clients and prospects, • Tax Controversy, • Effectively represents clients before tax authorities, • Responds effectively to inquiries from federal and state tax authorities regarding BIG tax issues and questions, • ASC 740-10, • Understands and applies industry and firm FAS 109 and FIN48 standards, • Recognizes, measures, and documents effectively financial benefit of BIG positions, • Research, • Identifies complex situations where research is necessary provides an outline of the issue(s) and conducts appropriate investigation on identified topics, • Confirms accuracy of facts and sources where appropriate prior to composing a detailed report of research findings, • Prepares studies of tax implications and outlines alternative courses of action to clients, • Composes effective research memos in support of projects / transactions, • Develops effective presentations for marketing and sales opportunities, • Tax Compliance, • Ensures clients comply with applicable authorities, • Identifies options for minimizing client tax and reporting burdens, • Identifies "gray areas" and recognizes and communicates to partners related risks, • Conducts detailed reviews of appropriate work papers and tax returns forms to identify basic, complex and advanced issues, • Ensures firm risk management and tax quality control standards and protocols are met, • Communicates with clients and appropriate Core Tax Services, Assurance, and Consulting personnel regarding any issues, • Strategy Development, • Develops new or improved ideas and strategies to advance the position of clients, the firm or firm personnel, • Suggests marketing approaches for new client acquisition, • Other duties as required Supervisory Responsibilities: • Effectively supervises and reviews the day-to-day work of BIG Managers, Senior Associates, Associates, and Interns, • Ensures BIG Managers, Senior Associates, Associates, and Interns are well trained in all required areas, • Effectively evaluates the performance of BIG Managers, Senior Associates, Associates, and Interns and assists in the development of goals and objectives to enhance their professional development, • Delivers periodic performance feedback and completes constructive performance evaluations for BIG Managers, Senior Associates, Associates, and Interns, • Acts as Career Advisor to BIG Managers, Senior Associates, Associates, and Interns Qualifications, Knowledge, Skills and Abilities: Education: • Bachelor's degree, required, • Degree in accounting, tax, or finance, preferred Experience: • Seven (7) or more years of prior experience, required, • Six (6) or more years' experience in BIG tax consulting, required, • Prior experience supervising tax consulting professionals, required, • Prior experience preparing and/or reviewing tax provisions, preferred, • Prior experience with corporate taxation, consolidations, and partnerships, preferred License/Certifications: • CPA, preferred Software: • Proficient in the use of Microsoft Office, especially Excel and Word, • Experience with tax related software and research databases such as Caseware, GoSystems, and other comparable programs Other Knowledge, Skills & Abilities: • Knowledge, skills, and abilities in the BIG tax area commensurate with the level of experience required above, • Excellent verbal and written communication skills, • Superior analytical and research skills, • Solid organizational skills, especially ability to meet project deadlines with a focus on details, • Ability to successfully multi-task while working independently and within a group environment, • Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously, • Ability to effectively manage a team of tax professionals and delegating work assignments as needed, • Ability to build and maintain strong relationships with firm and client personnel and the ability to successfully interact with professionals at all levels, • Ability to cultivate a positive team environment on engagements and contribute to the professional development of team personnel, • Executive presence and ability to act as primary contact on assigned engagements Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. National Range: $99,750 - $262,500 Maryland Range: $99,750 - $262,500 NYC/Long Island/Westchester Range: $99,750 - $262,500 Washington DC Range: $99,750 - $262,500

Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures. The Private Client Services Practice is experienced in all aspects of estate, income, gift, and trust tax consulting and compliance; charitable giving and philanthropic foundations; executive compensation; and cash-flow, retirement, and life insurance planning. A Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Job Duties: • Manages tax and consulting engagements and enhance skills allowing you to identify and address client needs, tax planning, and consulting opportunities, • Works directly with clients and their advisors to gather information needed to prepare tax returns, • Reviews individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns and provides written and verbal feedback to staff and interns, • Directs communication with government agencies for matters of the highest complexity, • Identifies technical issues, conducts advanced tax research, and develops sound recommendations for PCS leadership, • Develops and expands your understanding of tax concepts and knowledge through client engagements and current tax developments, • Prioritizes and completes tasks both individually and with a team, • Assists with PCS/firm contribution responsibilities including billing, recruiting, attendance and participation in CPE activities and training, • Builds new relationships and maintains existing relationships with BDO professionals and external sources Supervisory Responsibilities: • Supervises associates and senior associates on all projects, • Reviews work prepared by associates and senior associates and provide review comments, • Trains Associates and Seniors how to use all current software tools, • Acts as a Career Advisor to associates and senior associates, • Schedules and manages workload of associates and senior associates, • Provides verbal and written performance feedback to associates and senior associates Qualifications, Knowledge, Skills and Abilities: Education: • Bachelor's degree, required; major in Accounting, Finance, Economics, or Statistics, preferred, • Master's degree in Accountancy or Taxation, preferred Experience: • Five (5) or more years prior experience in accounting, finance, or law, required, • Experience working in public accounting, or the private client service area, preferred License/Certifications: • Certified Public Accountant credential, Internal Revenue Service Enrolled Agent ("EA") credential, Attorney (admitted to practice in a U.S. jurisdiction), or the equivalent of one of these designations, required, • Possession of other professional degrees or certifications applicable to role, preferred Software: • Proficient in the use of Microsoft Office Suite (specifically Word, Excel, and PowerPoint) and Adobe Acrobat, required, • Experience with tax compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep), preferred, • Experience with tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint and Lexis Nexis), preferred Languages: • N/A Other Knowledge, Skills & Abilities: • Initiative, • Owns their own career and technical development; demonstrates self-awareness, actively pursues projects and learning experiences to fill in their technical knowledge gaps, • Manages client engagements, supervises, and reviews work of team members, • Communication, • Expresses themselves effectively verbally and in writing; takes complex thoughts, synthesizes them into works using clear, concise language, and presents a cohesive narrative, • Maintains communication with clients even after the work is complete to ensure quality service and maintain a relationship for future work, • Resolves client service issues in a timely and acceptable manner, • Leadership, • Supports a collaborative and team-oriented environment while pushing themselves, their peers, and their teams for strong results and quality work, • Ability to act as primary client contact for return preparation and coordination with client and engagement team on other client tax matters, • Business Development, • Seizes opportunities for new professional contacts when presented; Actively networks professionally outside of BDO, • Involves firm specialists and other business lines to increase cross service opportunities, • People Development, • Supervises, develops, and trains employees, • Acts as a mentor to associates and senior associates, • Provides verbal and written performance feedback to associates and senior associates Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. California Range: $112,000 - $150,000 Colorado Range: $111,500 - $130,000 Illinois Range: $105,000 - $130,000 Maryland Range: $113,000 - $120,000 Massachusetts Range: $120,000 - $127,000 Minnesota Range: $90,000 - $120,000 New Jersey Range: $115,000 - $140,000 Ohio Range: $105,000 - $150,000 NYC/Long Island/Westchester Range: $125,000 - $150,000 Washington Range: $110,000 - $125,000 Washington DC Range: $120,000 - $140,000