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Job Description???? Senior Tax Accountant / Great Place To Work! This Jobot Job is hosted by: Jay O'Brien Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume. Salary: $75,000 - $95,000 per year A bit about us: About Us We are a full-service accounting and consulting firm serving clients across New Jersey, Pennsylvania, and New York. With over two decades of experience, we provide advisory, audit, tax, business valuation, forensic, fraud, litigation, and tax services. Known for combining the expertise and resources of a large firm with the personal service and cost efficiency of a smaller practice, we serve corporations, entrepreneurs, small businesses, and individuals as trusted advisors. Why join us? Why Join Us Our organization fosters a collaborative and supportive culture where professionals are encouraged to grow and develop. Team members benefit from opportunities for career advancement, continuing education, and mentorship, all within a friendly and engaging work environment. Competitive compensation, robust benefits, and a focus on work-life balance make this a rewarding place for professionals looking to advance their careers while contributing to meaningful client success. Job Details Job Details: We are looking for an experienced and dynamic Senior Tax Accountant to join our team. This is a permanent position where you will be responsible for managing and facilitating the accurate preparation and filing of our company’s state and federal tax forms. The ideal candidate for this role is a professional with a strong understanding of tax laws and regulations, excellent analytical skills, and the ability to work in a fast-paced environment. This role will be pivotal in maintaining our financial health and making sure we meet all regulatory and compliance standards. Responsibilities: 1. Prepare and review federal and state income tax returns and ensure compliance with payment, reporting, and other tax requirements., 2. Analyze financial documents to identify potential tax savings and liabilities., 3. Develop tax strategies to assist the company in being fiscally efficient., 4. Maintain up-to-date knowledge of tax laws and regulations, and ensure the company is in compliance with all tax laws., 5. Collaborate with auditing staff to ensure internal controls are in place and operating effectively., 6. Assist in financial planning and analysis, including budgeting, forecasting, and risk assessment., 7. Document and maintain complete and organized records of all tax papers., 8. Provide support during tax audits., 9. Respond to notices from tax authorities in a timely and professional manner., 10. Collaborate with management to improve accounting procedures and internal controls. Qualifications: 1. Bachelor’s degree in Accounting, Finance, or a related field is required. A Master’s degree or CPA designation is preferred., 2. Minimum of 5 years of experience in a tax accounting role with a strong understanding of federal and state tax laws and regulations., 3. Proficient in tax preparation software and experience with financial management systems., 4. Strong analytical skills with the ability to read and interpret complex financial data., 5. Excellent attention to detail and the ability to maintain a high level of accuracy in performing all essential duties., 6. Strong organizational skills with the ability to manage multiple projects simultaneously and meet deadlines., 7. Excellent written and verbal communication skills., 8. Ability to work independently and as part of a team., 9. High level of integrity and dependability with a strong sense of urgency and results-orientation., 10. Proficiency in Microsoft Office Suite, particularly Excel. If you are a seasoned tax professional who thrives in a challenging, fast-paced environment, we would love to hear from you. This is an exciting opportunity to make a significant impact on our company’s financial operations and contribute to our continued growth. Interested in hearing more? Easy Apply now by clicking the "Apply Now" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policyCompany DescriptionJobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values. Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA). Ready to find a good job? Create your profile today at Jobot.com.Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.\r\n\r\nFounded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).\r\n\r\nReady to find a good job? Create your profile today at Jobot.com.

Job DescriptionSalary: $21.20 Join CSI Group A Thriving Career Awaits You! About CSI Group CSI Group is a leading financial services firm transforming how Americas middle class experiences financial security. We enrich lives and legacies by providing personalized financial planning, tax, and estate solutions that empower individuals and families to achieve lasting prosperity.Our mission is simple yet powerful: to simplify financial security and remove uncertainty for Americas middle class. Our vision is to become the most trusted financial partner on every main street in America.Through our one-stop approach, we make expert financial guidance accessible and affordable for allbecause everyone deserves confidence in their financial future. At CSI Group, we live by our CAPTAG values:Caring, Accountability, Positive Attitude, Team Player, Adaptability, and Growth Mindset. These values arent just words, they shape how we work, how we serve, and how we grow together. Join CSI Group and become part of a culture where your impact matters, your growth is supported, and your purpose is shared. Position Summary The Business Services Representative oversees the companys financial data and compliance by maintaining accurate books on accounts payable and receivable, payroll, and daily financial entries and reconciliations. The Business Services Representative performs daily accounting tasks such as monthly financial reporting, general ledger entries, and record payments and adjustments. Essential Duties and Responsibilities: • Maintain records of financial transactions by establishing accounts; posting transactions; ensure legal requirements compliance., • Develop system to account for financial transactions by establishing a chart of accounts; defining bookkeeping policies and procedures., • Maintain subsidiary accounts by verifying, allocating, and posting transactions., • Balance subsidiary accounts by reconciling entries., • Maintain general ledger by transferring subsidiary account summaries., • Balance general ledger by preparing a trial balance; reconciling entries., • Maintain historical records by filing documents., • Prepare financial reports by collecting, analyzing, and summarizing account information and trends., • Comply with federal, state, and local legal requirements by studying requirements; enforcing adherence to requirements; filing reports; advising management on needed actions., • Contribute to team effort by accomplishing related results as needed. Requirements: • Bachelors degree in accounting, finance, or related field, • CPA is a plus, • Previous bookkeeping experience preferred, • Experience in working with multiple legal entities under different legal umbrellas, • Excellent knowledge of MS Office Word and Excel., • Strong interpersonal and communication skills., • Ability to concentrate for lengthy periods and perform accurately with adequate speed. The above job description is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow any other instructions, and perform any other related duties, as assigned by their manager.

Job Description We are looking for an Accounts Payable Clerk to join our team in Monmouth County, New Jersey. This Contract position is an excellent opportunity for someone with strong attention to detail to contribute to efficient financial operations and vendor management. The ideal candidate will play a key role in ensuring accurate payment processing, maintaining compliance, and supporting the company’s growth through streamlined accounts payable processes. Responsibilities: • Process and code invoices to ensure timely and accurate payment., • Conduct regular check runs and manage vendor payments efficiently., • Reconcile credit card accounts and address discrepancies promptly., • Oversee international payments and payroll transfers with appropriate safety measures., • Collaborate with department heads to gather necessary documentation for reconciliation., • Manage accounts payable staff to maintain accurate entries in the accounting system., • Prepare and review state tax reports to ensure compliance., • Implement and maintain best practices for accounts payable processes and systems., • Create and update standard operating procedures (SOPs) for the accounts payable division., • Monitor year-to-date expenses to analyze spending trends and identify opportunities for cost optimization., • Minimum of 2 years of experience in accounts payable or a related role., • Proficiency in QuickBooks and other accounting software., • Strong skills in invoice coding, check runs, and payment processing., • Familiarity with international payments and wire transfers., • Ability to reconcile accounts and resolve discrepancies efficiently., • Knowledge of state tax reporting and compliance standards., • Excellent organizational and communication skills., • Experience managing accounts payable staff is preferred.

K per year / Medical, dental, and vision / PTO / Equipment stipend - As a Finance Associate at Blockworks, you will: Run daily accounting operations; Execute month-end close procedures; Oversee vendor contract calendar; Support tax and audit readiness; Identify opportunities to streamline workflows,

Job Description Audit Senior - Government • We are a growing public accounting firm seeking an experienced Audit Senior to join our team. This role involves leading audit engagements, supervising staff, and building strong client relationships., • Perform other accounting, auditing, tax, and consulting duties as needed in engagements. Details: • Bachelor’s Degree in Accounting, Finance, Business or related field., • CPA eligible required. CPA preferred., • 2+ years experience of running audit engagements. Not-for-Profit and Governmental entities preferred., • Knowledge of general accounting principles, • Experience with Prosystem fx Engagement preferred., • Audit experience in industries including government, non-profit, construction, and/or benefit plans is preferred., • Reliable transportation to and from client location is required. We are 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 DescriptionSalary: $75,000 + Sales Incentive Compensation Join CSI Group A Thriving Career Awaits You! CSI Group Where Our People, Our Purpose, and Our Future Meet About CSI Group CSI Group is a leading financial services firm transforming how Americas middle class experiences financial security. We enrich lives and legacies by providing personalized financial planning, tax, and estate solutions that empower individuals and families to achieve lasting prosperity.Our mission is simple yet powerful: to simplify financial security and remove uncertainty for Americas middle class. Our vision is to become the most trusted financial partner on every main street in America.Through our one-stop approach, we make expert financial guidance accessible and affordable for allbecause everyone deserves confidence in their financial future. At CSI Group, we live by our CAPTAG values:Caring, Accountability, Positive Attitude, Team Player, Adaptability, and Growth Mindset. These values arent just words, they shape how we work, how we serve, and how we grow together. Join CSI Group and become part of a culture where your impact matters, your growth is supported, and your purpose is shared. As a Lead Advisor, you are both a strategic leader and hands-on advisor responsible for ensuring branch success, delivering comprehensive financial guidance, and fostering a culture of excellence across your team. You play a critical role in aligning branch operations with CSI Groups corporate objectives, building long-term member relationships, and setting the standard for advisory and tax services. The Lead Advisor will play a critical role in aligning branch operations with CSI Groups corporate objectives, building long-term member relationships, and setting a high standard for advisory and tax services. Key Responsibilities Branch Leadership & People Development • Provide day-to-day leadership and operational oversight of designated branch locations., • Supervise, coach, and mentor Member Services Representatives (MSRs) and branch support staff to achieve individual and team goals., • Conduct regular one-on-one check-ins, branch meetings, and performance reviews to drive accountability and growth., • Foster a high-performance, collaborative, and member-focused culture that reflects CSIs values., • Deliver holistic financial advice tailored to members needs, including retirement planning, investment management, and estate planning., • Lead branch-level tax preparation and planning services, ensuring accuracy, compliance, and proactive strategies., • Provide supporting solutions that align with members goals, including introductions to CSI Law for legal planning needs and Restore offerings for financial well-being., • Maintain strong technical expertise in financial products, tax law, and compliance requirements, serving as a subject matter expert for both members and staff., • Build and sustain long-term relationships with members, acting as a trusted advisor who understands their evolving financial goals., • Ensure all member interactions are consistent, personalized, and aligned with CSIs promise of confidence, service, and integrity., • Partner closely with Member Advisory Operations, Financial Operations, and corporate teams to align branch initiatives with companywide strategy., • Contribute to the design and implementation of Standard Operating Procedures (SOPs) that enhance efficiency and service quality., • Actively participate in firmwide programs, campaigns, and events that support member growth and engagement., • Drive branch performance by meeting or exceeding advisory, tax, and member service KPIs., • Support new member acquisition through referrals, networking, and participation in community events., • Identify and act on opportunities to connect members with CSIs full suite of servicesincluding CSI Law, Restore, and other solutions that deliver long-term value., • Contribute to local brand awareness by representing CSI Group in community partnerships and professional organizations. Qualifications & Skills • Bachelors degree in Finance, Accounting, Business, or related field (preferred), Enrolled Agent (EA) License.., • 3+ years of financial services experience, with a focus on advisory and/or tax preparation., • Demonstrated leadership experience managing one or more branch offices, advisory teams, or comparable operations., • Strong knowledge of financial products, tax regulations, compliance standards, and industry best practices., • Proven track record of delivering exceptional member service, with the ability to build trust and exceed expectations., • Excellent communication, relationship-building, and coaching skills with the ability to inspire and lead teams., • Results-oriented mindset with the ability to balance strategic leadership and hands-on client service delivery., • Commitment to continuous learning, professional development, and industry certifications.

Job DescriptionDescription: Holman Frenia Allison, PC, Certified Public Accountants and Consultants (HFA) is headquartered in Central New Jersey. The firm services a diverse client base within the tri-state area providing highly personalized and comprehensive accounting, audit, tax, and business consulting services. We are looking for an Audit Manager to work in our Lakewood, NJ office. Job Summary: As an Audit Manager at HFA, you will be responsible for leading and managing audit engagements for our diverse client base. You will oversee a team of audit professionals, ensuring the delivery of accurate, timely, and high-quality audit services. The Audit Manager will play a pivotal role in building and maintaining client relationships, ensuring compliance with regulatory requirements, and fostering a collaborative and productive work environment within the audit team. In this role you will: • Collaborate to define audit strategy and objectives in consultation with senior manager/partner., • Manage multiple audit engagements and competing priorities., • Monitor team’s process against plan and alter when necessary., • Maintain active communication with clients to manage expectations, ensure satisfaction, and lead change efforts effectively., • Understand and manage firm risk on audits and proposals., • Develop high-performing people and teams., • Conduct timely performance reviews and provide performance feedback or onsite training., • Stay updated on industry trends, regulations, and best practices, and apply this knowledge to client engagements., • Cultivate and manage business development opportunities., • Monitor engagement budgets, timelines, and resources, ensuring efficient utilization and profitability for the firm., • Uphold the firm's ethical standards, ensuring integrity, objectivity, and independence in all audit activities. We offer an excellent benefits package, including... • Medical, Dental and Vision Plans, • Health Savings Account with Employer Contribution, • Safe Harbor 401(k) Plan, • Commission Policy, • Firm Provided Life Insurance, • Continuing Professional Education, • Tuition Reimbursement, • Professional Dues Reimbursement, • Mentoring Program, • Vacation Time, • Paid Holidays, • Bachelor’s degree in Accounting, Finance, Business or related field., • CPA certification required., • 5-8 years of progressive public accounting audit and/or assurance experience., • Experience with not-for-profit clients and/or employee benefit plans., • Advanced knowledge of CCH ProSystem Engagement., • Reliable transportation to and from client locations., • Strong analytical and reasoning abilities, excellent communication skills., • Ability to build relationships while asking tough questions., • Excellent written and oral skills., • Strong time management and organizational skills.

Job DescriptionStarting Salary: $102,800 (May be negotiable depending on experience) Requirements for AT, Portfolio Manager I: • Basic Qualifications Education/Training: Bachelor’s degree in business, accounting, finance, economics, or related field of study required. Formal credit training in CRE/C&I and Personal Cash Flow Analysis is preferred with a strong understanding of general credit and risk principles, mitigants, and banking policies/procedures. Skill(s): Proficient in MS Office: Excel, Word, and Outlook. Excellent writing, grammar, and mathematics skills; excellent oral and written communication skills; strong organizational skills with the ability to proactively manage and prioritize workflow; A thorough knowledge of current lending and loan review regulations and banking regulations, procedures, and operations; proficient ability to analyze and interpret financial statements: businesses, CRE and personal. Experience: A minimum of three (3) years' related experience required. General Responsibilities The Portfolio Manager AT will support the rapid growth generated by the Commercial Banking team. In this role you will be assigned a Commercial Lender and portfolio to analyze and maintain. You may also assist in achieving goals assigned to Commercial Lender as established in annual operating plan. Portfolios will consist of a mixture of CRE, C&I, Construction and SBA and range in dollar size from $70MM to $250+MM. Essential Duties Manage an assigned portfolio of commercial customers in partnership with a Commercial Loan Officer. Provide support and oversight of reporting for portfolio management (delinquency, problem loans, exceptions, tickler tracking etc.) as designated by VP Senior Portfolio Manager and or CCO/CLOCoordinate collection, track and perform review of financial statements, tax returns, conditions/covenants.Coordinate/assist Credit Administration with modifications/renewals/extensions within portfolio as determined by VP Credit AdministrationMonitor assigned portfolio for early warning signs of financial weakness or other risks, and work with Commercial Loan Officer to develop an appropriate plan to discuss with VP, Senior Portfolio Manager, CCO and CLOPrepare credit packages for renewals and new loan requests.Prepare, update, and maintain credit files, both paper and electronicUnderwrite new complex commercial loan transactions and/or requests for significant relationships in assigned portfolio.Provide credit recommendations to the appropriate level of credit administration.Serve as secondary contact for customer support as deemed by Commercial Loan OfficerSupport Commercial Loan Officer with execution/collection of loan documents.Provide support for internal and external audits, loan review, compliance, and regulatory exams.Maintains a working knowledge of Bank operating policies and procedures which impact commercial servicesAssists in achieving goals assigned to Commercial Lenders as part of the assigned department's annual operating plan.Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the workplace.Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank's compliance with all regulatory requirements.Coordinates specific work tasks with other personnel within the department as well as with other departments in order to ensure the smooth and efficient flow of information.Communicates with management and staff personnel in order to integrate goals and activities.Responds to inquiries relating to his/her particular area, or to requests from other Bank personnel, customers, etc., within given time frames and within established policy. * Ancillary Duties Performs tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances.Job Location All levels 1700 Avenue of the States, Suite 301 Lakewood, N.J. 08701 Equipment/Machines TelephonePC/Computer keyboardPrinterFax machineCopy machineScannerCalculatorWe offer the following excellent benefits to our Full-Time employees: Medical insuranceDental insuranceVision insuranceLife Insurance (employer paid)401(K) matchingPTO (Paid Time Off)Paid Federal Bank holidaysLTD insurance (employer paid)Flexible spending accountHealth savings account (employer contribution)LifeMart (employee discount program)First Commerce is dedicated to providing people, businesses, and communities in our markets with high quality products and services with superior customer service. We provide products and services through secure, user-friendly technology and customer friendly locations. Our relationships are founded in our desire to be responsive to the financial needs of our customers in an atmosphere of personal attention, professionalism, trust, integrity and fairness. First Commerce prides itself on maintaining personal communications beginning with the Board of Directors. First Commerce Bank is an Equal Opportunity Employer. All qualified applicants receive consideration for employment without regard to race, color, religion, sex, age, disability, protected veteran status, national origin, sexual orientation, gender identity or expression, genetic information or any other characteristic protected by applicable law. PI281707937

Job DescriptionBenefits: • Company parties, • Competitive salary, • Employee discounts, • Flexible schedule, • Free food & snacks, • Opportunity for advancement No matter your work background or experience level, we welcome you to apply! • Flexible Schedule Options Work that works for you!, • Corporate discount program, • Tax preparation training, • Continuing tax education, • Plus, you'll work in a fast-paced, innovative culture with an open and collaborative environment, and opportunities for advancement within the organization., • And More!What you need:, • 2+ seasons of previous experience completing individual, trust, and/or partnership tax returns., • Passion for providing extraordinary customer service., • Excellent communication and interpersonal skills., • Ability to thrive in a fast-paced work environment., • Basic computer skills., • Willingness to learn., • Experience in accounting, finance, retail, bookkeeping or taxes.If you're looking for a rewarding opportunity to learn new skills and make an impact, apply today!

Job DescriptionDescription: Holman Frenia Allison, PC, Certified Public Accountants and Consultants (HFA), is headquartered in Central New Jersey. The firm services a diverse client base within the tri-state area providing highly personalized and comprehensive accounting, audit, tax and business consulting services. The Operations Coordinator provides key administrative and operational support to ensure smooth internal processes across the firm. This role supports the Operations department with proposal coordination, Audit report processing, accounts payable and accounts receivable functions, municipal engagement letters, and general administrative support. The ideal candidate is detail-oriented, highly organized, and comfortable working in a fast-paced professional environment. Key Responsibilities: Accounts Receivable (AR) & Collections Support • Generate and distribute client invoices as directed., • Monitor outstanding receivables and follow up on overdue balances., • Provide weekly aging updates to Operations leadership., • Prepare, edit, and format proposals for governmental and municipal clients., • Maintain proposal templates and ensure compliance with firm standards., • Track proposal deadlines, submissions, and award notifications., • Format, assemble, and finalize Audit reports according to firm standards., • Coordinate partner and manager review cycles to ensure timely delivery., • Handle e-filing and report release processes., • Process vendor invoices and employee reimbursements., • Maintain AP records and documentation., • Assist with month-end and year-end reconciliations., • Generate and distribute client invoices as directed., • Monitor outstanding receivables and follow up on overdue balances., • Provide weekly aging updates to Operations leadership., • Provide administrative support to the Operations team as needed., • Assist with maintaining firm-wide administrative workflows and documentation., • Support internal process improvements, tracking, and reporting., • Coordinate supplies, deliveries, and vendor relationships as needed., • Assist with onboarding and internal coordination tasks assigned by Operations leadership.Requirements:, • 2+ years of administrative, operations, or support experience (CPA firm or professional services preferred)., • Associate’s degree required; Bachelor’s degree preferred., • Strong proficiency in Microsoft Word, Excel, and Outlook., • Excellent written and verbal communication skills., • Strong attention to detail and organization., • Ability to manage multiple deadlines in a fast-paced environment., • Professional, dependable, and comfortable working with partners and department leadership.

Job Description Salary: $160k - $175k plus bonus Overview Newly created! KNM is recruiting a Tax Manager for our rapidly growing client in the Monmouth / Ocean county area. ASC 740 Tax Provision, IAS 12, and public accounting experience desired. For more opportunities from KNM Resources, please visit . Responsibilities · Global Tax Compliance & Reporting in alignment with ASC 740 and IAS 12 · Oversee transfer pricing compliance. · Create Tax strategies · Advise on M&A, licensing and other business initiatives · Assess impact on the business for global tax developments · Serves as Business Partner to teams across the organization · Spearhead global process improvement initiatives for the tax department · improve efficiency and accuracy through the use of tax technology and automation tools · Serve as Liaison for external tax relationships Qualifications · Bachelor’s in Accounting/Finance/Tax. · CPA/CTA or Master’s preferred. · 7–10+ years in multinational/tech tax. · Expertise in international, transfer pricing, and indirect tax. · Big 4 and in-house experience preferred. · Experience with high-growth or public tech companies. · Balances tax efficiency with compliance and risk. · Strong cross-functional collaboration. · Proactive on global tax changes.

Job Description???? Senior Auditor / Great Place To Work! This Jobot Job is hosted by: Jay O'Brien Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume. Salary: $75,000 - $95,000 per year A bit about us: About Us We are a full-service accounting and consulting firm serving clients across New Jersey, Pennsylvania, and New York. With over two decades of experience, we provide advisory, audit, tax, business valuation, forensic, fraud, litigation, and tax services. Known for combining the expertise and resources of a large firm with the personal service and cost efficiency of a smaller practice, we serve corporations, entrepreneurs, small businesses, and individuals as trusted advisors. Why join us? Why Join Us Our organization fosters a collaborative and supportive culture where professionals are encouraged to grow and develop. Team members benefit from opportunities for career advancement, continuing education, and mentorship, all within a friendly and engaging work environment. Competitive compensation, robust benefits, and a focus on work-life balance make this a rewarding place for professionals looking to advance their careers while contributing to meaningful client success. Job Details Job Details: We are seeking a dynamic and experienced Permanent Senior Auditor to join our Accounting and Finance team. This is an exciting opportunity for a seasoned professional with a proven track record in auditing, keen attention to detail, and a passion for maintaining the financial integrity of a business. The successful candidate will be responsible for conducting comprehensive reviews of our financial operations, ensuring compliance with statutory law and regulations, and improving our financial efficiency. This role requires a minimum of 5+ years of experience in auditing. Responsibilities: 1. Conducting detailed audits of our financial operations on a regular basis, identifying any irregularities or discrepancies., 2. Preparing and presenting audit reports to management, highlighting any areas of concern and recommending appropriate corrective actions., 3. Ensuring compliance with all relevant statutory laws and financial regulations., 4. Collaborating with other members of the finance team to improve financial efficiency and accuracy., 5. Assisting with the preparation of financial statements and reports., 6. Providing guidance and support to junior auditors, helping them to develop their skills and knowledge., 7. Keeping up-to-date with the latest auditing techniques and financial regulations., 8. Participating in strategic planning and decision-making processes to ensure financial integrity and sustainability. Qualifications: 1. Bachelor’s degree in Accounting, Finance, or a related field. A Master’s degree or relevant certification (such as CPA or CIA) will be an added advantage., 2. A minimum of 5+ years of experience in auditing, preferably within the Finance industry., 3. Extensive knowledge of accounting principles and procedures, auditing standards, and financial regulations., 4. Excellent analytical skills, with the ability to identify and resolve complex financial issues., 5. Strong leadership and team management skills, with the ability to guide and support junior auditors., 6. Exceptional communication and presentation skills, with the ability to clearly convey complex financial information to non-financial individuals., 7. Proficiency in using financial software and MS Office Suite., 8. High levels of integrity, with a commitment to maintaining the highest standards of financial compliance and confidentiality., 9. Excellent organizational and multitasking skills, with the ability to work under pressure and meet tight deadlines., 10. A proactive and flexible approach to work, with the ability to adapt to changing business needs and priorities. Interested in hearing more? Easy Apply now by clicking the "Apply Now" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policyCompany DescriptionJobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values. Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA). Ready to find a good job? Create your profile today at Jobot.com.Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.\r\n\r\nFounded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).\r\n\r\nReady to find a good job? Create your profile today at Jobot.com.

Job DescriptionSalary: JoinCSIGroupAThrivingCareerAwaitsYou! AboutCSIGroup CSI Group is a leading financial services firm transforming how Americas middle class experiences financial securit. We enrich lives and legacies by providing personalized financial planning, tax, and estate solutions that empower individuals and families to achieve lasting prosperity. Our mission is simple yet powerful: to simplify financial security and remove uncertainty for Americas middle class. OurvisionistobecomethemosttrustedfinancialpartneroneverymainstreetinAmerica.Throughourone-stopapproach,wemakeexpertfinancialguidanceaccessibleandaffordableforallbecauseeveryonedeservesconfidenceintheirfinancialfuture. AtCSIGroup,welivebyourCAPTAGvalues:Caring,Accountability,PositiveAttitude,TeamPlayer,Adaptability,andGrowthMindset. These values arent just words, they shape how we work, how we serve, and how we grow together. Join CSI Group and become part of a culture where your impact matters, your growth is supported, and your purpose is shared. Reports To: Co-Chief Executive Officers (Co-CEOs) Direct Reports: Corporate Controller, Accounting and Corporate Finance Staff Mission and Enterprise Alignment Mission: To simplify financial security and remove uncertainty for Americas middle class. Vision: To be the most trusted financial partner on every Main Street in America. CAPTAG Values in Action. Caring: Steward company resources responsibly with awareness of enterprise-wide impact Accountability: Own financial accuracy, controls, and outcomes without exception Positive Attitude: Lead constructively through change, pressure, and complexity Team Player: Partner across the executive team and enterprise functions Adaptability: Build systems and processes that evolve with growth Growth Mindset: Continuously improve financial capabilities, tools, and talent The Head of Corporate Finance plays a critical leadership role in ensuring CSI Groups financial foundation is strong, disciplined, and scalable. This role exists to provide operational reliability, financial clarity, and forward-looking insight that enables rapid growth while maintaining control, trust, and accountability across the enterprise. Position Summary The Head of Corporate Finance is a senior executive leadership role responsible for rebuilding, modernizing, and scaling CSI Groups corporate finance function to support rapid growth, multi-entity complexity, and long-term enterprise stability. Reporting directly to the Co-CEOs, this role owns financial integrity, operational reliability, and executive-level financial insight across the organization. This is a transformation and execution role, not a maintenance position. The Head of Corporate Finance is accountable for stabilizing current operations, redesigning finance systems and processes, and building a high-performing finance organization capable of supporting aggressive growth, acquisitions, and increased regulatory and operational complexity. Core Responsibilities Corporate Finance Leadership Serve as the senior executive responsible for corporate finance, accounting, and financial operations Act as a trusted financial partner to the Co-CEOs and Executive Leadership Team Translate growth strategy into disciplined financial planning, forecasting, and execution Establish a culture of accuracy, accountability, and operational reliability across the finance function. Financial Reporting and Controls Own the accuracy, completeness, and timeliness of all financial statements and management reporting Ensure strong internal controls, segregation of duties, and compliance across all entities Oversee monthly, quarterly, and annual close processes to ensure predictable and on-time delivery Maintain compliance with GAAP and applicable regulatory requirements Partner with external auditors, tax advisors, and regulatory bodies as needed. Planning, Forecasting, and Performance Management Lead annual budgeting, rolling forecasts, and long-range financial planning Develop financial models to support growth initiatives, new services, pricing decisions, and acquisitions Establish clear financial KPIs and dashboards for executive visibility Monitor performance against plan and proactively surface risks and opportunities Support data-driven decision-making across departments. Cash Flow, Liquidity, and Risk Management Own cash flow forecasting, liquidity management, and working capital optimization Ensure the organization maintains adequate financial flexibility to support growth Oversee banking relationships, credit facilities, and treasury activities Identify and mitigate financial and operational risks Ensure disciplined expense management without constraining growth. Team Leadership and Development Lead, develop, and scale a high-performing corporate finance and accounting team Directly manage the Corporate Controller and provide clear expectations and accountability Establish clear roles, responsibilities, and career paths within the finance function Build repeatable processes that reduce key-person risk and enable sustainable scale Foster strong cross-functional partnerships with People, Technology, Operations, and Business Leaders. M&A and Growth Enablement Support financial due diligence, integration planning, and post-acquisition execution Ensure newly acquired entities are integrated into CSI Groups financial systems and controls Standardize financial processes and reporting across the enterprise Enable rapid but controlled expansion into new markets, services, and locations. Operational Reliability Fundamentals The Head of Corporate Finance is accountable for establishing and maintaining the core financial fundamentals required to support rapid growth:Predictable and timely monthly close with minimal variance or rework Accurate, auditable financial reporting across all entities Strong internal controls and documented financial processes Clear ownership and accountability across finance workflows Reliable cash flow forecasting and liquidity management Scalable systems and tools that support growth without sacrificing accuracy Consistent financial visibility for executive leadership Proactive risk identification and mitigation. These fundamentals ensure CSI Group can grow with confidence, clarity, and control. Qualifications and Experience • Bachelors degree in finance, Accounting, or a related field required, • CPA, CFA, or MBA strongly preferred, • 12+ years of progressive finance and accounting leadership experience, • Experience leading corporate finance in a multi-entity, high-growth environment, • Strong understanding of GAAP, internal controls, and financial governance, • Proven ability to build and scale finance teams and processes, • Experience supporting M&A, integrations, or complex organizational structures preferred

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

Job DescriptionSalary: $65,000/year JoinCSIGroupAThrivingCareerAwaitsYou! AboutCSIGroup CSIGroupisaleadingfinancialservicesfirmtransforminghowAmericasmiddleclassexperiencesfinancialsecurity.Weenrichlivesandlegaciesbyprovidingpersonalizedfinancialplanning,tax,andestatesolutionsthatempowerindividualsandfamiliestoachievelastingprosperity.Ourmissionissimpleyetpowerful:tosimplifyfinancialsecurityandremoveuncertaintyforAmericasmiddleclass. OurvisionistobecomethemosttrustedfinancialpartneroneverymainstreetinAmerica.Throughourone-stopapproach,wemakeexpertfinancialguidanceaccessibleandaffordableforallbecauseeveryonedeservesconfidenceintheirfinancialfuture. AtCSIGroup,welivebyourCAPTAGvalues:Caring,Accountability,PositiveAttitude,TeamPlayer,Adaptability,andGrowthMindset. These values arent just words, they shape how we work, how we serve, and how we grow together. Join CSI Group and become part of a culture where your impact matters, your growth is supported, and your purpose is shared. Position Overview: The Tax Preparer is responsible for all daily accounting tasks, including preparing tax documents and updating expense files. The Staff Accountant performs financial transactions and posts them in the general ledger, with strong attention to detail. Essential Duties and Responsibilities: • Maintain and update accounting records and files, • Analyze budgets and create expense reports, • Examine tax policies and handle tax payments and returns, • Meet with clients to discuss confidential accounting issues, • Post transactions and categorize records in the general ledger (e.g. by assets, liabilities and expenses), • Reconcile bank statements, • Analyze transactions with internal and external stakeholders, • Conduct month-end and year-end closures, • Prepare documents for audits, • Advise clients on financial issues via email or phone, • Apply new accounting policies and ensure compliance with rules and regulations, • Report to the Accounting Manager and work to improve financial processes Requirements: • Education:High school diploma or equivalent; Associates or Bachelors degree in Accounting, Finance, or a related field is preferred., • Certification:Enrolled Agent (EA) is advantageous; CPA is a plus., • Experience:1-2 years experience with high volume tax preparation and processing., • Knowledge:Strong understanding of tax preparation software and tax laws., • Skills:Excellent analytical, communication, and customer service skills; attention to detail; ability to work under pressure, especially during tax season.

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

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

Job DescriptionSalary: $23 (hourly) + JoinCSIGroupAThrivingCareerAwaitsYou! AboutCSIGroup CSI Group is a leading financial services firm transforming how Americas middle class experiences financial securit. We enrich lives and legacies by providing personalized financial planning, tax, and estate solutions that empower individuals and families to achieve lasting prosperity. Our mission is simple yet powerful: to simplify financial security and remove uncertainty for Americas middle class. OurvisionistobecomethemosttrustedfinancialpartneroneverymainstreetinAmerica.Throughourone-stopapproach,wemakeexpertfinancialguidanceaccessibleandaffordableforallbecauseeveryonedeservesconfidenceintheirfinancialfuture. AtCSIGroup,welivebyourCAPTAGvalues:Caring,Accountability,PositiveAttitude,TeamPlayer,Adaptability,andGrowthMindset. These values arent just words, they shape how we work, how we serve, and how we grow together. Join CSI Group and become part of a culture where your impact matters, your growth is supported, and your purpose is shared. Position Summary The Property Operations & Accounting Coordinator supports the day-to-day operational and administrative needs of the companys real estate portfolio. This role serves as a key liaison between tenants, ownership, property management, and external vendors while also supporting basic accounting and financial recordkeeping activities. A core responsibility of this role is assisting with the implementation, administration, and ongoing maintenance of the Re-Leased tenant and property management system. The Coordinator ensures accurate records, responsive tenant communication, timely bill payment, and smooth operational workflows across all properties. This position requires strong organizational skills, attention to detail, and the ability to manage multiple priorities in a fast-paced, property-focused environment. Key Responsibilities Tenant & Property Operations • Serve as the primary point of contact for tenant questions, requests, and issues, escalating matters as appropriate, • Assist with administrative onboarding of new tenants, including system setup and documentation, • Maintain accurate and organized tenant and property records, • Coordinate with external vendors for maintenance, utilities, and property-related services, • Assist in the implementation and initial setup of the Re-Leased tenant and property management system, • Maintain and update tenant, lease, property, and financial data within Re-Leased, • Ensure data accuracy and consistency across the system, • Coordinate utility account setup, transfers, and terminations for new and existing tenants, • Communicate with utility providers to resolve service issues, billing discrepancies, and outages, • Manage bill pay for property-related expenses, ensuring accuracy and timely payment, • Process invoices and support basic bookkeeping activities, • Track expenses and assist with property-level financial reporting as needed, • Maintain organized financial records for audits, reviews, and internal reporting Qualifications • 2+ years of experience in property operations, administrative coordination, accounting support, or a related role, • Strong organizational skills with exceptional attention to detail, • Comfortable working with financial data, invoices, and expense tracking, • Proficiency with property management systems or willingness to quickly learn Re-Leased, • Strong written and verbal communication skills, • Ability to manage multiple priorities and deadlines independently

Job Description COMPANY DESCRIPTION Lightstone, founded by David Lichtenstein, is one of the most diversified privately held real estate companies in the United States. Headquartered in New York City, Lightstone is active in 27 states across the country, developing, managing and investing in all sectors of the real estate market, including residential, hospitality, commercial, and retail. With nearly $12 billion in assets under management, Lightstone’s portfolio currently includes over 15 million square feet of industrial, logistics, life sciences, and commercial properties, over 25,000 residential units, and over 5,100 hotel keys. For more information, please visit . POSITION OVERVIEW: Lightstone currently owns and/or manages a large portfolio of properties across multiple asset classes. In the Senior Accountant – Properties position, you will responsible for accounting functions primarily related to Lightstone’s Hospitality portfolio; including assisting in the preparation, review and maintenance of the general ledger and related financial statements. Prior accounting experience with Hospitality properties a strong plus, attention to detail and excellent communication skills are amongst the required qualifications. This position is full time and exempt. The Senior Accountant – Properties will be based at the Company’s Lakewood, New Jersey office. This position reports to the Director, Accounting. ESSENTIAL FUNCTIONS: The Senior Accountant- Properties will primarily be assigned a portfolio of Hospitality real estate properties and is responsible for the following functions: • Assist with the preparation of financial statements., • Analyze and reconcile bank statements and general ledgers., • Post journal entries for accrued expenses and revenue., • Maintain and record fixed assets and related depreciation/amortization., • Analyze revenue and expenses to ensure that they are recorded appropriately on a monthly basis., • Assist with monthly and quarterly close activities and reconcile any intercompany receivables and payables., • Assist with preparing and analyzing financial statements on a monthly basis and research and report on significant and/or unusual variances and trends., • Prepare internal financial statements and supporting schedules according to monthly close schedule., • Assist with budget and forecast preparation., • Coordination of annual audit and tax document preparation., • Prepare lender and joint venture partner reporting packages and calculate and monitor financial debt covenants and joint venture partners’ equity contributions and distributions., • Minimum 4 years relevant property accounting experience., • Bachelor degree or equivalent in accounting, finance, business or similar field.., • Public accounting experience and/or CPA designation is preferred., • Excellent computer skills, including advanced proficiency in MS Office applications, particularly Excel., • Experience with MRI, Yardi and/or other real estate accounting software systems. – Paid time off for vacation and sick leave – Health, dental, and vision insurance, and wellness programs – 401(k) and Roth retirement plans – Flexible spending accounts (medical & dependent care) – Life and AD&D insurance with options for supplemental employee, spouse, and child – Long-term and short-term disability insurance – Commuter spending accounts (transit and parking) – Tuition assistance and employee assistance program – Corporate discount programs – On-site mother’s room – Office perks such as lunch, fruit, drinks, and snacks

Job DescriptionSalary: $23.50 Hourly About CSI Group CSI Group is a leading financial services firm transforming how Americas middle class experiences financial security. We enrich lives and legacies by providing personalized financial planning, tax, and estate solutions that empower individuals and families to achieve lasting prosperity.Our mission is simple yet powerful: to simplify financial security and remove uncertainty for Americas middle class. Our vision is to become the most trusted financial partner on every main street in America.Through our one-stop approach, we make expert financial guidance accessible and affordable for allbecause everyone deserves confidence in their financial future. At CSI Group, we live by our CAPTAG values:Caring, Accountability, Positive Attitude, Team Player, Adaptability, and Growth Mindset. These values arent just words, they shape how we work, how we serve, and how we grow together. Join CSI Group and become part of a culture where your impact matters, your growth is supported, and your purpose is shared. Position Overview: TheAccountant - Business Services Specialist will play a critical role in managing and coordinating tax-related activities for our business clients. This position involves overseeing the preparation, processing, and filing of business taxes, ensuring compliance with all regulatory requirements, and serving as a trusted advisor to clients on tax matters. This includes accounting/bookkeeping work for our business clients. Key Responsibilities: • Lead the tax processing function for business clients, ensuring accurate and timely preparation and filing of federal, state, and local taxes., • Collaborate with clients to gather necessary tax information, including financial records, deductions, credits, and other relevant documents., • Review and analyze financial statements to determine tax liabilities and opportunities for tax savings., • Complete accounting/bookkeeping work in order to meet all deadlines and complete the business tax return., • Ensure compliance with all tax regulations and deadlines, proactively managing the entire tax process from start to finish., • Work closely with the accounting and finance teams to address any tax-related issues or discrepancies., • Stay current on changes in tax laws, regulations, and best practices to provide clients with up-to-date and accurate advice., • Provide clients with strategic guidance on tax planning and optimization to minimize liabilities and maximize benefits., • Assist in the resolution of tax disputes or audits, liaising with tax authorities on behalf of clients when necessary., • Continuously improve processes to enhance the efficiency of tax processing and client service. Qualifications: • Bachelors degree in Accounting, Finance, Business, or a related field., • CPA or Enrolled Agent certification preferred but not required., • Proven experience in tax preparation and processing for businesses., • Strong knowledge of federal, state, and local tax regulations., • Excellent analytical skills and attention to detail., • Ability to manage multiple clients and deadlines in a fast-paced environment., • Strong communication skills and ability to explain complex tax concepts to clients clearly and concisely., • Proficiency in tax software, QuickBooks and Microsoft Office (Excel, Word, etc.).

Job DescriptionDescription: Holman Frenia Allison, PC, Certified Public Accountants and Consultants (HFA), is headquartered in Central New Jersey. The firm services a diverse client base within the tri-state area providing highly personalized and comprehensive accounting, audit, tax and business consulting services. We are looking for a Audit Staff Accountant to work in our Lakewood, NJ office. This position will work for our Audit department. In this role you will: • Reconcile client records to trial balance, which may include analytical procedures, and performs schedule, • computations of prepaid, accruals, property, equipment, and calculates depreciation expense., • Complete testing on Internal Controls, Single Audit and other various funds., • Confirm cash, legal, insurance, revenue, etc. accounts., • Use the firm’s software programs to automate the process from trial balance and financial statements., • Bachelor’s Degree in Accounting, Finance, Business or related field., • CPA within 3 years of date of hire., • Prior internship with Public Accounting Firm preferred, • Knowledge of general accounting principles., • Proficient in use of computers., • Proficient in Microsoft Excel and Word., • Ability to communicate clearly and concisely. • Medical, Dental and Vision Plans, • Health Savings Account with Employer Contribution, • Safe Harbor 401(k) Plan, • Commission Policy, • Firm Provided Life Insurance, • Continuing Professional Education, • Tuition Reimbursement, • Professional Dues Reimbursement, • Mentoring Program, • Vacation Time, • Paid Holidays, • Summer Fridays HFA provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.

Job DescriptionSalary: $21.20 About CSI Group CSI Group is a leading financial services firm transforming how Americas middle class experiences financial security. We enrich lives and legacies by providing personalized financial planning, tax, and estate solutions that empower individuals and families to achieve lasting prosperity. Our mission is simple yet powerful: to simplify financial security and remove uncertainty for Americas middle class. OurvisionistobecomethemosttrustedfinancialpartneroneverymainstreetinAmerica.Throughourone-stopapproach,wemakeexpertfinancialguidanceaccessibleandaffordableforallbecauseeveryonedeservesconfidenceintheirfinancialfuture. AtCSIGroup,welivebyourCAPTAGvalues:Caring,Accountability,PositiveAttitude,TeamPlayer,Adaptability,andGrowthMindset. These values arent just words, they shape how we work, how we serve, and how we grow together. Member Services Representative (Seasonal) From Jan 2026 to April 2026 Job Overview The Seasonal Member Services Representative plays a key role in delivering an exceptional experience for the middle-class families we serve during our busiest time of year. In this role, youll support members with tax and financial-service inquiries, resolve issues efficiently, and help ensure a smooth, accurate, and supportive experience throughout the 20252026 tax season. This position requires strong communication, attention to detail, and a service-first mindset, with availability for overtime and occasional travel as needed. Key Responsibilities • Respond promptly to member inquiries via phone, email, and online chat., • Assist members with tax-related questions including general filing inquiries, refunds, deductions, and documentation needs., • Support members with financial-services inquiries such as account management, payments, and financial-planning questions., • Resolve member concerns accurately and efficiently, offering clear information and appropriate solutions., • Educate members on CSI Groups tax and financial products, services, and available resources., • Assist with account setup, updates, access issues, and troubleshooting., • Track, document, and follow up on member issues to ensure timely and complete resolution., • Collaborate with internal teams (Tax Preparers, Lead Advisors, Associate Advisors, Operations, etc.) to provide detailed and accurate support., • Maintain current knowledge of tax laws, financial-service offerings, and company policies., • Document all member interactions and maintain accurate records within the CRM system., • Participate in ongoing training to support knowledge development and service consistency. Qualifications • High school diploma or equivalent required, associate or bachelors degree in accounting, finance, or a related field preferred., • 1+ years of customer service experience, ideally within tax preparation, financial services, or a related environment., • Strong written and verbal communication skills., • Proficiency with CRM systems, Microsoft Office, and customer-service software tools., • Ability to manage multiple inquiries in a fast-paced, high-volume setting., • Strong problem-solving skills, accuracy, and attention to detail., • Demonstrated customer-service orientation with an empathetic, solutions-focused approach.

Job DescriptionSalary: $21.20 CSI Group Where Our People, Our Purpose, and Our Future Meet About CSI Group CSI Group is a leading financial services firm transforming how Americas middle class experiences financial security. We enrich lives and legacies by providing personalized financial planning, tax, and estate solutions that empower individuals and families to achieve lasting prosperity.Our mission is simple yet powerful: to simplify financial security and remove uncertainty for Americas middle class. Our vision is to become the most trusted financial partner on every main street in America.Through our one-stop approach, we make expert financial guidance accessible and affordable for allbecause everyone deserves confidence in their financial future. At CSI Group, we live by our CAPTAG values:Caring, Accountability, Positive Attitude, Team Player, Adaptability, and Growth Mindset. These values arent just words, they shape how we work, how we serve, and how we grow together. Join CSI Group and become part of a culture where your impact matters, your growth is supported, and your purpose is shared. Job Overview: TheMember Services Representativewill be responsible for providing exceptional customer service to members by answering inquiries, resolving issues, and offering assistance related to tax and financial services. You will play a key role in maintaining member satisfaction and ensuring a smooth experience with our services. Key Responsibilities: • Respond promptly to member inquiries via phone, email, and online chat., • Assist members with tax-related questions, including general tax filing, refunds, and deductions., • Provide support for financial services inquiries, such as account management, payments, and financial planning., • Resolve member concerns efficiently, offering accurate information and appropriate solutions., • Educate members on the companys tax and financial products, services, and resources., • Assist with the setup, updating, and troubleshooting of member accounts., • Track and follow up on member issues to ensure timely resolution., • Collaborate with internal teams, such as tax professionals and financial advisors, to provide accurate and detailed support., • Maintain up-to-date knowledge of tax laws, financial services, and company policies to effectively assist members., • Document member interactions and maintain detailed records in the CRM system., • Participate in ongoing training to improve service delivery and product knowledge., • Travel and overtime availability is required Qualifications: • High school diploma or equivalent; an Associate or Bachelor's degree in finance, accounting, or a related field is a plus., • 1+ years of experience in customer service, preferably in the tax or financial services industry., • Familiarity with tax filing processes, financial accounts, and investment services is preferred., • Strong communication skills, both written and verbal., • Proficiency in using CRM systems, Microsoft Office, and customer service software., • Ability to handle multiple inquiries and work in a fast-paced environment., • Problem-solving skills with attention to detail and accuracy., • Strong customer service orientation with a focus on resolving issues in a professional and empathetic manner.

The firm services a diverse client base within the tri-state area providing highly personalized and comprehensive accounting, audit, tax and business consulting services. We are a mid-sized public accounting firm (70+ employees) seeking an Senior Audit Accountant who wants the opportunity to expand

Job DescriptionSalary: About CSI Group CSI Group is a leading financial services firm transforming how Americas middle class experiences financial security. We enrich lives and legacies by providing personalized financial planning, tax, and estate solutions that empower individuals and families to achieve lasting prosperity. Our mission is simple yet powerful: to simplify financial security and remove uncertainty for Americas middle class. OurvisionistobecomethemosttrustedfinancialpartneroneverymainstreetinAmerica.Throughourone-stopapproach,wemakeexpertfinancialguidanceaccessibleandaffordableforallbecauseeveryonedeservesconfidenceintheirfinancialfuture. AtCSIGroup,welivebyourCAPTAGvalues:Caring,Accountability,PositiveAttitude,TeamPlayer,Adaptability,andGrowthMindset. These values arent just words, they shape how we work, how we serve, and how we grow together. Summer 2026 Internship Program (May/June August) Your Role as an Intern As a Summer Intern at CSI Group, youll gain hands-on experience across our Tax, Financial Services, and Legal divisions. This rotational exposure is designed to help you understand how these departments collaborate to support and empower the middle-class families we serve. Youll contribute directly to real client work while learning from experienced professionals who are committed to your development. Key Responsibilities Member-Focused Support • Engage directly with clients to answer questions, resolve service requests, and provide status updates., • Assist with the preparation and filing of individual and business tax returns., • Review financial documents and identify opportunities for tax savings., • Prepare account summaries, tax documents, and financial reports for client review., • Process account applications and handle account-related updates., • Draft, format, and organize legal documents, contracts, and case files., • Conduct research and prepare summaries to support attorneys and estate planning professionals., • Assist with preparation for hearings, client meetings, and ongoing cases. What We Offer • Client-Centric Experience: Learn how exceptional service builds trust and long-term client relationships., • Comprehensive Learning: Develop a multifaceted understanding of tax preparation, financial planning, wealth management, and legal processes., • Mentorship: Collaborate with seasoned tax professionals, financial advisors, and attorneys who are invested in your growth., • Professional Development: Build essential skills in communication, research, analysis, project management, and problem-solving. What Were Looking For Were seeking motivated students who are eager to learn and contribute in a professional services environment: • Pursuing degrees in Accounting, Finance, Law, Business Administration, Economics, or related fields., • Strong interpersonal, written, and verbal communication skills., • Excellent organizational skills and the ability to manage multiple priorities., • A passion for delivering high-quality, client-focused service., • Proficiency in Microsoft Office Suite; experience with financial or tax software is a plus., • A proactive, detail-oriented mindset with an eagerness to grow.