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Roth&Co is a top 150 accounting and advisory firm providing tax, audit, and business consulting services.With over 250 professionals across five global offices, we bring proven expertise and trusted leadership to every engagement, serving clients in real estate, healthcare, government, not-for-p

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.

Leverage your tax expertise, business background, and knowledge of tax laws to propel you to the next level. Jackson Hewitt is proud to offer free tax training as well as continuing education for tax preparers across the country. Experience in accounting, finance, retail, bookkeeping or taxes.

A reputable Public Accounting firm in the area is looking to add a Tax Manager to their team. This stable and growing firm offers clients valuable knowledge and expertise in tax. Due to the recent growth of the firm, there is an opportunity for a Tax Manager to join a team of highly motivated staff.

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: The Senior Payroll Administrator is responsible for the timely and accurate processing of weekly and bi-weekly payroll for all Lightstone employees and its affiliates. This includes payroll processing, tax filing, garnishment management, union compliance, employment verifications, reporting, and unemployment claims. The role ensures compliance with all federal, state, and local tax and labor laws, and provides expert guidance on payroll-related matters across the organization. The Payroll Administrator works closely with the Sr. Director of Benefits and Compensation, particularly on deductions, disability payments, and benefit compliance. Experience managing union payrolls (particularly under Local 32BJ agreements) is preferred. This position requires strong analytical skills, deep knowledge of payroll systems and legislation, and the ability to manage sensitive employee information with integrity and discretion. ESSENTIAL FUNCTIONS: • Ensure the accurate and timely processing of weekly, bi-weekly, and supplemental payrolls, including special funding requests, tax submissions, bonuses, commissions, off-cycle payments, auditing timesheet data, and retroactive pay calculations., • Enter and maintain all payroll system changes, including terminations, deduction and withholding changes, garnishments, and tax levies., • Manage union payroll requirements, including accurate processing of status changes, health and welfare, pension, 401(k), fees, and payments via 32BJ’s ESS system., • Ensure adherence to union agreements, including pay scales, shift differentials, and overtime rules., • Conduct routine payroll reconciliations and partner with internal teams and ADP support to resolve system issues., • Serve as the primary point of contact for payroll inquiries from employees, managers, and external auditors., • Partner with the Sr. Director of Benefits and Compensation to manage and track disability payments and ensure appropriate payroll treatment., • Receive, review, and respond to payroll-related correspondence, including notices from taxing authorities., • Manage all payroll-related reporting (monthly, quarterly, annual, and ad-hoc), including internal requests, audits, and compliance filings., • Handle employment verifications and unemployment claim responses., • Review and ensure the accuracy of quarterly and year-end tax filings, including W-2s and 941s submitted by ADP., • Stay abreast of all relevant employment and payroll legislation and recommend process improvements to maintain compliance., • Support audits (internal, external, union, or government) with timely and accurate data submission., • Bachelor’s Degree in Accounting, Finance, Human Resources, or related field, or equivalent combination of education and experience., • Minimum 5 years of experience in payroll administration, preferably in a multi-entity, multi-state organization., • Certified Payroll Professional (CPP) strongly preferred., • Experience with ADP Workforce Now required., • In-depth knowledge of federal and multi-state payroll and tax regulations., • Experience working with union payrolls; familiarity with Local 32BJ preferred., • Proficiency in Microsoft Excel (e.g., pivot tables, v-lookups) and Microsoft Office Suite., • Demonstrates reliability by consistently meeting deadlines, maintaining confidentiality, and ensuring the accuracy of payroll processing without the need for close supervision., • Proven ability to manage multiple priorities in a deadline-driven environment with accuracy and attention to detail., • High level of integrity and confidentiality in handling sensitive employee data., • Strong interpersonal and communication skills; ability to communicate technical concepts in a clear and concise manner., • Excellent problem-solving skills and ability to troubleshoot issues independently., • Strong customer service orientation and ability to build trust with employees and managers., • Demonstrated ability to interpret and apply labor laws, wage & hour regulations, and union agreements., • Comfortable working independently but also thrives in a collaborative team environment., • Process improvement mindset with the ability to identify and recommend more efficient workflows. SCHEDULE: • 9 Hour Daily Shift Monday-Thursday; 4 hours Friday, • Monday through Friday in the Lakewood, NJ Office Salary - $75 - $95k, offered salary commensurate with experience Lightstone offers our employees a comprehensive and competitive benefits program inclusive of: – 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 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 DescriptionSr. Tax Manager/ Director - Great Culture/ WLB Job Title: Tax Supervisor, Tax Manager, or Senior Tax Manager, Tax Director Location: Offices in areas listed and remote flexible in the state of Ohio or New Jersey Salary: $100-200K Requirements: 2-8+ years of Public Accounting exp. We are a Top 200 CPA firm with offices across Ohio and in business for over 50 years. We are a Mid-sized regional CPA firm with about 250+ employees and are also known as "Best of the Best Firm" by Inside Public Accounting. What sets us apart from other regional CPA firms is our emphasis on Culture & Collaboration - we have attracted top talent for this reason & due to growth we are now seeking to add a new Tax members to our team! If interested, please apply today or email your resume to for immediate consideration. Top Reasons to Work with Us • Top 200 CPA Firm & "Best of the Best Firm" by Accounting Today, • Focused on Culture, Collaboration, and Flexibility we can offer our employees, • Offering remote options, • Active CPA, • Masters Degree in Accounting or related field, • Minimum 2-8+ years of Public Accounting & Tax exp. Preferred: • Bachelors or Master's in Taxation or Accounting, • Competitive salaries and bonus programs, • Flexible work schedule - remote capabilities, • Paid time off (PTO) accrued from date of hire, • Competitive medical, dental, vision, and short-term disability insurance, • 401(k) plan with employer match, • Professional organization membership reimbursement, • CPE course reimbursement, • Tuition reimbursement for advanced degrees, • Technical and development training - For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This job was first posted by CyberCoders on 01/29/2026 and applications will be accepted on an ongoing basis until the position is filled or closed.CyberCoders is proud to be an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications. Recruiters review all results. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at to make arrangements.

Job DescriptionTax Supervisor/ Manager - Top 50 Firm Tax Supervisor/Manager - Top 50 Firm Position Overview We are seeking a skilled Tax Supervisor/Manager to join our Top 50 Firm. The ideal candidate will play a pivotal role in managing tax compliance, planning, and advisory services for a diverse client base, including family offices, government entities, non-profits, and construction companies. This position offers the opportunity to leverage your expertise in tax management while mentoring junior staff and contributing to the growth of our practice. Key Responsibilities • Oversee and manage the tax compliance process for a diverse portfolio of clients including family offices, government entities, non-profits, and construction companies., • Develop and implement tax strategies to optimize clients' tax positions., • Review and prepare tax returns for individuals and businesses, ensuring accuracy and compliance with current tax laws., • Provide advisory services and guidance on tax-related issues and strategies to clients., • Mentor and supervise junior tax staff, providing training and performance evaluations., • Stay updated on changes in tax laws and regulations to ensure compliance and to provide informed advice to clients., • Collaborate with other departments and staff to enhance service delivery and client satisfaction.Qualifications, • Bachelor's degree in Accounting, Finance, or a related field; CPA certification preferred., • 5+ years of experience in tax compliance and planning, with a focus on family offices, government, non-profit, and construction sectors., • Strong knowledge of federal, state, and local tax laws and regulations., • Proven ability to manage multiple client engagements and meet deadlines., • Excellent analytical, organizational, and communication skills. " 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 401k Bonus Relocation Telecommute • For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This job was first posted by CyberCoders on 02/02/2026 and applications will be accepted on an ongoing basis until the position is filled or closed.CyberCoders is proud to be an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications. Recruiters review all results. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at to make arrangements.

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: Annual Salary: $195,000 + 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 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 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 The ideal candidate will be responsible for maintaining precise financial records, reconciling accounts, and ensuring compliance with accounting standards such as GAAP. This role is essential in providing reliable financial information that informs strategic decision-making and maintains organizational integrity. The successful applicant will bring expertise in various accounting software platforms, and ideally have a inventory background. Responsibilities: • Accounts payable such as deposits and opening of new accounts, • Account reconciliation, • Banking, • Monthly P&L, • Quarterly balance sheet + inventory levels in all locations, • Payroll (weekly) – new hire setup in system, • Sales tax, • Insurance: working with the broker on all matters, including workers compensation, • Year-end accountant communication, • Item costing, • Analyze how inventory levels justify sales, • Communicate with marketing regarding general budgets (photo shoots, digital, print advertising), • After each season, show what was invested and the profit from a financial standpoint, • Wholesale billing, • Legal coordination, • Leases: renewing retail space., • Minimum of 2 years of professional experience in bookkeeping or accounting roles within corporate or inventory based., • Proven proficiency with accounting software., • Strong understanding of GAAP principles, double-entry bookkeeping, and general ledger accounting., • Experience with governmental accounting practices and tax preparation is preferred., • Knowledge of payroll systems and tax regulations relevant to payroll processing., • Demonstrated ability to perform account reconciliation accurately and efficiently., • Familiarity with budgeting processes and financial report writing., • Excellent organizational skills with the ability to prioritize tasks effectively in a fast-paced environment.

Job Description Key Responsibilities Daily Financial Operations · Record daily financial transactions and maintain the general ledger. · Enter all vendor bills and process payments. · Reconcile the operating bank account daily. · Maintain organized financial records and documentation. Accounts Payable / Receivable · Enter and process invoices. · Issue vendor payments. · Set up and manage ACH payments for vendors. · Update vendor account contact information as needed. Banking & Cash Flow · Monitor company cash flow. · Transfer funds weekly from the operating account to the payroll account. · Assist management with financial reporting and budgeting information. Payroll Support · Ensure payroll funds are transferred every Monday. · Assist with payroll processing when needed. Taxes & Compliance · Prepare and file monthly sales tax returns. · Maintain compliance with financial reporting requirements. Insurance Administration Manage and reconcile company insurance policies including: · Medical Insurance · Liability Insurance · Auto Insurance · Worker’s Compensation · Monthly reconciliation and annual renewals. · Add new employees and remove terminated employees from insurance coverage. Required Skills & Qualifications Required · Strong QuickBooks experience. · Experience preparing and filing sales tax returns. · Strong attention to detail and financial accuracy. · Ability to reconcile accounts and identify discrepancies. · Strong organizational and time management skills. · Experience managing accounts payable and vendor payments. Preferred · Bookkeeping or accounting experience in a small business environment. · Experience with payroll processing. · Accounting certificate or degree (helpful but not required). · QuickBooks certification. Ideal Candidate We are looking for someone who is reliable, detail-oriented, comfortable working with financial data daily, able to work closely with management and office staff, and organized and proactive in managing deadlines and financial records. This role will work closely with our office team, so we are looking for someone who will be a good fit with our staff and company culture. Schedule Full-Time/ Part- time Monday – Friday In-Office Position (Lakewood, NJ) Possibly remote at times How to Apply Interested candidates should submit their resume and a brief summary of their bookkeeping experience. Qualified applicants will be contacted for an initial conversation. Company DescriptionGioia Sails is a long-established marine manufacturing company specializing in custom yacht canvas, enclosures, and marine upholstery products. We are seeking a detail-oriented and experienced Bookkeeper to join our team and manage day-to-day financial operations. This position will work closely with management and office staff to maintain accurate financial records, oversee vendor payments, and ensure compliance with financial and tax requirements.Gioia Sails is a long-established marine manufacturing company specializing in custom yacht canvas, enclosures, and marine upholstery products. We are seeking a detail-oriented and experienced Bookkeeper to join our team and manage day-to-day financial operations. This position will work closely with management and office staff to maintain accurate financial records, oversee vendor payments, and ensure compliance with financial and tax requirements.

Job Description Starting salary is $42,000.00 annually (Negotiable contingent upon experience) About the Role: Responsible for completing Accounts Payable Processing daily and assisting the Accounting Department with researching budget variances and account reconciliations. Basic Qualifications Education/Training: Bachelor’s degree in accounting, Finance, Business Administration, or related field preferred; specialized bank finance/accounting education/training. Skill(s): Proficient in English, reading, writing, grammar, and mathematics skills; proficient interpersonal relations and communication skills; proficient organizational and process/project management skills; proficient accounting skills; knowledge of general ledger accounting and accounts payable; proficient PC skills including Microsoft Office. Experience: A minimum of one (1) year’s related experience required. Preferred Qualifications: • Experience using Plan software or similar accounting platforms., • Knowledge of accounts receivable processes and travel & expense management., • Prior experience working in a corporate finance or accounting department within the United States., • Ability to analyze account data and identify discrepancies or irregularities. Responsible for completing Accounts Payable Processing daily and assisting the Accounting Department with researching budget variances and account reconciliations. Essential Duties • Assists the Accounting Department to ensure proper control of Accounts Payable Processing and general reconciliations of General Ledger Accounts Performs various accounting duties of which the following are illustrative:, • Ensure that invoices are processed and properly coded with General Ledger Account Numbers and tax reporting information, so invoices and purchase orders are processed timely and accurately with the associated documentation and approvals., • Communicate with vendors as needed and manage follow-up with various bank personnel for needed information., • Research and resolve invoice discrepancies and payment issues., • Assist with daily set-up and maintenance of all new and existing vendors, coordinate sending/receiving of vendor information for paying of checks, ACH and Direct Deposit., • Maintain and file documentation for company., • Assist with timely receipt of W-9’s from new vendors and submission of 1099s to appropriate taxing authorities and vendors., • Demonstrates the ability to handle a high-volume, high-risk process maintaining quality standards with adhering to policy and procedures., • Maintain and track accounts payable transactions for Budgetary Purposes., • Assists with preparation for various audits and regulatory exams by gathering materials, assists with preparation of assigned schedules., • Assists with accounting reconciliations. 2. Implements strategies to achieve goals assigned to the Accounting Department as established in the Finance Division's annual strategic plan; assists in the development of the annual budget for the department and adheres to budget parameters., 3. 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., 4. 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, e.g. Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc.; ensures that the department and all personnel adhere to the same. Ancillary Duties • Perform tasks which are supportive in nature of 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 300 Lakewood, New Jersey 08701 Equipment/Machines • Telephone, • Calculator, • PC/Computer keyboard, • Printer, • Copy machine, • Fax machine, • Scanner

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 DescriptionSalary: $75,000+ 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. The Senior Accountant, corporate, is responsible for managing key aspects of CSI Groups financial reporting, analysis, and accounting operations. This position ensures accurate financial data, supports monthly and year-end closings, and contributes to building efficient workflows as the company continues its growth and modernizationincluding the transition from QuickBooks Desktop to QuickBooks Online. The Senior Accountant serves as a resource and mentor within the Finance team, maintaining strong cross-department collaboration and upholding CSIs CAPTAG values: Caring, Accountability, Positive Attitude, Team Player, Adaptability, and Growth Mindset. Key Responsibilities • Prepare, review, and post journal entries, • Maintain and reconcile general ledger accounts and supporting schedules, • Assist with month-end and year-end close processes to ensure timely, accurate financial statements, • Manage fixed assets, depreciation schedules, prepaid expenses and monthly accruals, • Analyze financial statements and variances, preparing reports for review, • Assist with annual budget and forecasting, • Assist in developing and documenting accounting policies and procedures for consistency and compliance, • Partner with internal teams to resolve discrepancies and improve data accuracy, • Coordinate with external auditors and tax preparers as needed, • Provide mentorship and support to junior accounting staff, • Communicate effectively with internal and external parties Qualifications • Bachelors degree in Accounting, • Minimum of 3 years of progressive corporate accounting experience, preferably in a multi-entity or service-based environment, • Strong knowledge of GAAP and financial reporting standards, • Proficiency in QuickBooks (Desktop and Online) and Microsoft Excel, • Experience with workflow streamlining and process improvement initiatives, • Detail-oriented with excellent analytical and problem-solving skills, • Demonstrated ability to work both independently and collaboratively in a fast-paced environment, • Adaptable as the company continues converting from Desktop to Online and builds workflows for streamlining process and procedures

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. 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: $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 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: $30 (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 Controller – General Contractor Construction Location: Oak Ridge, NJ Salary: $125,000-$150,000 based on experience About Our Client: Our client, a well-established general contracting firm based in Oak Ridge, NJ, is seeking a Controller to oversee the company's financial operations. This role is ideal for a highly organized and detail-oriented financial professional with experience in the construction industry. The Controller will play a key role in managing financial reporting and budgeting and ensuring compliance with accounting standards. Key Responsibilities: • Oversee all aspects of financial management, including budgeting, forecasting, and financial reporting., • Manage accounts payable, accounts receivable, payroll, and job costing functions., • Ensure compliance with GAAP, tax regulations, and industry-specific accounting standards., • Develop and maintain internal controls to safeguard company assets and ensure accuracy in financial reporting., • Prepare monthly, quarterly, and annual financial statements and reports for senior management., • Collaborate with project managers to track project financials, ensuring cost control and profitability., • Work with external auditors, tax professionals, and banking partners to support financial planning and compliance., • Implement and improve accounting systems and financial processes for efficiency and accuracy., • Monitor cash flow, banking activities, and financial risk management strategies., • Assist in strategic financial planning and long-term business growth initiatives. Qualifications: • Bachelor’s degree in Accounting, Finance, or a related field. CPA or CMA preferred., • 5+ years of accounting/finance experience, preferably in the construction or general contracting industry., • Proficiency in construction accounting software - SAGE 300 is required., • Strong understanding of job cost accounting, WIP reporting, and percentage-of-completion accounting., • Experience managing payroll, subcontractor payments, and lien waivers., • Excellent analytical, problem-solving, and communication skills., • Ability to work independently and collaboratively in a fast-paced environment. Why Join Our Client? • Stable and growing general contracting firm with a strong industry reputation., • Competitive compensation package with benefits., • Opportunity to work closely with executive leadership and influence financial strategy., • Collaborative and team-oriented culture. We encourage you to apply if you are an experienced financial professional looking for a leadership role in the construction industry. To apply, please submit your resume and salary requirements. EQUAL EMPLOYMENT OPPORTUNITIES NorthPoint Staffing, LLC 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. CONFIDENTIALITY The content of this message is confidential. If you have received it by mistake, please inform us by email reply and then delete the message. It is forbidden to copy, forward, or in any way reveal the contents of this message to anyone. The integrity and security of this email cannot be guaranteed over the Internet.

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.

Job Description Benefits / Perks • Competitive compensation, • Paid Time Off (PTO), • Opportunities for career growth and professional development Job Summary We are seeking a detail-oriented Bookkeeper with QuickBooks experience to join our team. In this role, you will manage day-to-day financial transactions, maintain accurate records, and ensure the integrity of our books. You will work closely with management and/or the accounting team to keep financial data organized, up to date, and compliant with applicable regulations. The ideal candidate is highly organized, comfortable working independently, and confident using QuickBooks to bring accounts through the trial balance stage. Responsibilities • Record and categorize financial transactions accurately in QuickBooks, • Reconcile bank and credit card accounts, • Verify accuracy and completeness of financial data, • Maintain general ledger and prepare accounts through trial balance, • Manage accounts payable and accounts receivable, • Assist with budgeting and basic financial analysis, • Prepare financial reports as needed, • Support tax preparation by organizing records and completing required forms, • Ensure compliance with accounting best practices and internal controls Qualifications • Associates or Bachelors degree in Accounting, Finance, or a related field (or equivalent experience), • Previous experience as a Bookkeeper or in a similar accounting role, • Strong working knowledge of QuickBooks (Online or Desktop), • Understanding of Generally Accepted Accounting Principles (GAAP), • Proficiency in Microsoft Excel and spreadsheets, • Strong mathematical, analytical, and problem-solving skills, • Excellent attention to detail, time management, and communication skills

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.

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 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.