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

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

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

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

Job Description About ESHYFT Nearly 1.3 million Americans are residents of nursing homes, they depend on nursing staff for basic needs, like eating, exercising, and medication. Currently, 99% of nursing homes in the US are facing nursing shortages, which means residents may not receive adequate care. We’re on a mission to provide health care to the most vulnerable by connecting nurses to healthcare facilities. We’re a technology company that strives to empower nurses by offering flexibility and control over when and where they work, along with higher wages. Through our mobile apps, our community of qualified nurses provide much-needed staff for short-staffed facilities. Summary ESHYFT is seeking a high-performing Senior Staff Accountant to support the continued build-out and professionalization of the accounting function in a fast-growing healthcare technology, staffing, and marketplace environment. This is a hands-on accounting role for a strong all-around accountant who can execute core accounting responsibilities at a high level while also bringing analytical horsepower, curiosity, urgency, and problem-solving ability. The right candidate will be comfortable working in a founder-led, scaling company where systems, processes, and reporting are continuing to mature. This role will work closely with the CFO and Accounting Manager/Assistant Controller and will serve as a critical execution engine for month-end close, account reconciliations, operational accounting support, financial reporting analysis, ad hoc analysis, and financial data integrity across a multi-entity environment. Job Responsibilities Month-End Close & General Accounting • Prepare journal entries, accruals, account reconciliations, and supporting schedules, • Support month-end, quarter-end, and year-end close processes, • Reconcile balance sheet accounts, including cash, payroll, accrued liabilities, prepaid expenses, deferred revenue, AR-related accounts, AP-related accounts, fixed assets, and intercompany balances, • Investigate and resolve reconciliation discrepancies, unsupported balances, and accounting inconsistencies, • Assist with maintaining general ledger accuracy across multiple entities, • Support audit, tax, lender reporting, and other financial documentation requests, • Maintain organized, audit-ready workpapers and supporting documentation Financial Reporting, Commentary & Analysis • Support the preparation of monthly financial reporting packages and supporting schedules, • Perform account fluctuation reviews, variance analysis, and financial trend analysis, • Analyze financial and operational data to identify anomalies, inconsistencies, and reporting gaps, • Draft preliminary variance explanations and commentary for review by the Accounting Manager/Assistant Controller and CFO, • Help improve reporting accuracy, financial visibility, and documentation across systems and processes, • Support ad hoc financial analysis, special projects, and management reporting requests Operational Accounting Support • Partner with Billing, Payroll, AR, AP, and Operations teams to support accurate financial reporting, • Assist with payroll accounting, billing reconciliations, cash application review, revenue tracking, and expense classification, • Support SaaS and subscription revenue accounting workflows, including deferred revenue, usage-based billing support, and revenue recognition processes, • Help identify breakdowns between operational systems and accounting records, • Assist with ERP cleanup, reporting standardization, and accounting process improvements, • Flex across accounting priorities as needed in a fast-paced, evolving environment Reconciliations, Data & Process Improvement • Perform detailed transaction-level analysis across large financial and operational data sets, • Use advanced Excel skills to organize, analyze, reconcile, and validate data from multiple sources, • Work with system exports, pivot tables, lookups, and large data files to support reconciliations and reporting, • Assist with cleanup of historical accounting issues and unsupported balances, • Identify process gaps and escalate issues proactively with recommended solutions, • Drive assigned workstreams through resolution with strong follow-through and accountability, • Help improve accounting processes, controls, templates, and documentation as the function scales Qualifications • Bachelor’s degree in Accounting required, • CPA or CPA-track preferred, • 5+ years of progressive accounting experience, • Public accounting experience preferred, but not required, • Experience in SaaS, healthcare staffing, marketplace, high-growth, startup, founder-led, or multi-entity environments strongly preferred, • Strong understanding of GAAP and core accounting principles, • Advanced or power-user level Excel skills required, including pivot tables, XLOOKUP/VLOOKUP, SUMIFS, large data set analysis, and multi-source reconciliations, • Experience with Sage Intacct or another mid-market ERP system preferred, • Familiarity with subscription billing platforms and workflows such as Zuora, Chargebee, or similar SaaS billing systems preferred, • Strong analytical, organizational, and problem-solving skills, • Ability to manage multiple priorities, shifting deadlines, and ad hoc requests in a fast-paced environment Critical Success Factors • Strong attention to detail and accuracy, • Excellent reconciliation and analytical capabilities, • High level of accountability, ownership, urgency, and follow-through, • Ability to identify issues, investigate root causes, and solve problems proactively, • Comfortable working with large volumes of financial and operational data, • Strong documentation and workpaper discipline, • Ability to explain findings clearly and communicate issues effectively, • Ability to operate effectively in a scaling environment with evolving systems and processes, • Resourceful, adaptable, and comfortable rolling up sleeves, • Strong cross-functional communication skills, • Positive attitude, strong work ethic, and team-oriented mindset Salary Range $85-100k commensurate with experience Compensation and Benefits • Weekly Pay, • Paid Holidays, • Paid Time Off, • Health Insurance, • Dental Insurance, • Vision Insurance, • Life Insurance, • HRA and FSA Accounts, • 401k with 10% Employer Match (Match is 10% of the employee’s contribution in the calendar year)

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, • 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. Requirements: Applicants must possess the following: • 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 Description About ESHYFT: Nearly 1.3 million Americans are residents of nursing homes, they depend on nursing staff for basic needs. Currently, 99% of nursing homes in the US are facing nursing shortages, which means residents may not receive adequate care. We’re on a mission to provide health care to the most vulnerable by connecting nurses to healthcare facilities. We’re a technology company that strives to empower nurses by offering flexibility and control over when and where they work, along with higher wages. Through our mobile apps, our community of qualified nurses provide much-needed staff for short-staffed facilities. Summary ESHYFT is seeking a Payroll Operations Specialist to support payroll operations for a large, multi-state healthcare workforce. Reporting to the Payroll Manager, this role serves as a key operational partner responsible for payroll administration, payroll support, timekeeping audits, payroll reporting, payroll analytics, payroll reconciliations, payroll issue resolution, and payroll continuity. The ideal candidate is highly detail-oriented, analytical, service-focused, and comfortable working with large data sets in a fast-paced environment. This position is critical to ensuring payroll accuracy, supporting a best-in-class employee experience, strengthening payroll operations, and supporting future payroll technology initiatives. Job Responsibilities • Support payroll operations across large-volume W-2 and 1099 healthcare workforces, • Review, audit, and validate employee hours, timecards, shift differentials, payroll adjustments, deductions, and payroll-related data, • Investigate and resolve payroll discrepancies, payroll corrections, missing hours, direct deposit issues, payroll tax inquiries, and employee payroll questions, • Serve as a primary point of contact for nurse payroll support and payroll-related issue resolution, • Review payroll registers, funding reports, tax reports, exception reports, and payroll audit reports for accuracy and completeness, • Prepare payroll reporting, workforce reporting, overtime analysis, payroll analytics, ad hoc reporting, and data analyses to support Payroll, Finance, Operations, and executive leadership decision-making, • Perform payroll reconciliations, payroll liability analysis, payroll-to-general ledger balancing, payroll accrual support, and payroll-related month-end support activities • Support payroll tax administration, tax notice research, payroll tax reconciliations, and resolution of payroll tax issues in partnership with payroll vendors and internal stakeholders • Coordinate payroll vendor support requests, issue tracking, escalations, and payroll- related projects • Support payroll system evaluations, implementations, payroll conversions, platform migrations, parallel payroll testing, payroll validation, user acceptance testing, and payroll technology improvement initiatives, • Develop proficiency across all payroll processes and serve as primary operational backup to the Payroll Manager to support payroll continuity and business operations Required Qualifications • 5+ years of payroll experience, • Experience supporting high-volume, multi-state payroll environments, • Experience supporting W-2 and/or 1099 payroll populations, • Advanced Excel skills required, including Pivot Tables, XLOOKUP/VLOOKUP, SUMIFS, data validation, reconciliations, payroll reporting, and manipulation and analysis of large data sets, • Strong understanding of payroll taxes, payroll deductions, wage and hour requirements, garnishments, and payroll compliance requirements, • Experience reviewing and auditing employee timecards, payroll reports, payroll calculations, and payroll-related data, • Strong analytical, organizational, problem-solving, and customer service skills, • Demonstrated ability to provide exceptional employee support and resolve payroll-related issues with professionalism and urgency, • Ability to manage multiple priorities and meet critical payroll deadlines. Preferred Qualifications • Experience with ADP Workforce Now, Paychex, UKG, Empeon, or similar enterprise payroll platforms strongly preferred, • Experience supporting payroll system evaluations, implementations, payroll conversions, payroll migrations, or payroll technology transitions highly preferred, • Experience with workforce management, timekeeping, or attendance systems preferred, • Experience supporting healthcare staffing, healthcare technology, home healthcare, healthcare services, or other high-volume workforce environments strongly preferred, • Experience supporting payroll reconciliations, payroll-related accounting processes, and payroll-to-general ledger integrations preferred Salary Range: $65-75k commensurate with experience Benefits: • Weekly Pay, • Paid Holidays, • Paid Time Off, • Health Insurance, • Dental Insurance, • Vision Insurance, • Life Insurance, • Pet Insurance, • Voluntary Benefits – Accident, Hospital, Cancer Care, • HRA and FSA Accounts, • 401k with 10% Employer Match (Match is 10% of the employee’s contribution in the calendar year)

Job DescriptionDescription: Pease Bell is a fast-growing, mid-sized public accounting firm with more than 170 professionals and a national client base. With offices in Cleveland, Fairlawn, Florida, and Lakewood, NJ, we are proud to support businesses across a wide range of sectors, including a strong focus within our Healthcare department. Consistently named a NorthCoast 99 Top Workplace for 16 years, Pease Bell offers the opportunity to do meaningful work in an environment that supports balance, professional growth, and team collaboration. About the Role We’re looking for a skilled and motivated Tax Advisory Services Manager to join our Healthcare department in Lakewood, New Jersey. This individual will lead client engagements and tax teams while providing high-level tax planning, compliance, and consulting services to organizations in skilled nursing, rehabilitation, and long-term care facilities. This is a high-impact role where you’ll work directly with business leaders and play a critical part in shaping strategic tax outcomes for a diverse and growing client base. The salary range for this role is $125-200K commensurate with experience and qualifications. Requirements: Responsibilities: • Manage and review complex federal, state, and local income tax returns for flow-through entities, corporations, trusts, and individuals, • Identify tax issues and present planning opportunities that deliver measurable value, • Build strong relationships with clients in healthcare industries by providing proactive, solutions-oriented tax guidance, • Lead and mentor a team of staff and seniors while fostering their development and technical expertise, • Oversee multiple engagements and maintain high-quality service standards across the board, • Collaborate with other departments and firm leadership to deliver seamless, comprehensive client service Qualifications: • Bachelor’s degree in Accounting, • CPA designation required, • Minimum of 5 years of experience in public accounting, with demonstrated tax leadership, • Experience working with clients in manufacturing, distribution, or related sectors is a strong plus, • Ability to manage teams and projects while maintaining strong client relationships, • Excellent communication, organizational, and technical skills Why Join Pease Bell CPAs? • Committed to work-life balance with reasonable busy season hours, • Convenient office location in Lakewood, NJ, • A clear path to advancement with access to firm leadership and opportunities for growth, • Supportive team environment that values mentorship, collaboration, and innovation, • Recognition as a Top Workplace by NorthCoast 99 for 16 years and counting At Pease Bell, your ideas matter, your time is respected, and your career can thrive. We’re looking for professionals ready to lead with insight and integrity. If that sounds like you, let’s connect. Please contact Marne Friedman at mfriedman@peasebell.com for more information. Direct applicants only.

Job Description Tax Advisory Services Manager Lakewood, NJ Responsibilities • Review complex federal, state, and local tax returns for entities and individuals, • Identify tax issues and planning opportunities for clients, • Provide strategic tax guidance to healthcare organizations, • Lead and mentor tax staff and senior team members, • Manage multiple client engagements while maintaining quality standards, • Partner with leadership and internal teams to deliver strong client service Qualifications • Bachelor’s degree in Accounting, • CPA required, • 5+ years of public accounting tax experience, • Prior leadership or management experience preferred, • Experience serving healthcare clients is a plus, • Strong communication, organization, and client management skills Spartan Placements is an equal opportunity employer. All terms and conditions of employment, including, but not limited to, recruitment, placement, title, promotion, compensation, benefits, transfers, training, education, research, administration and programming, will be administered without regard to race, color, religion, sex, age, sexual orientation, national origin or ancestry, handicap, or status as a disabled veteran

Job DescriptionSalary: $25 + (hourly) based on experience Join CSI Group A Thriving Career Awaits You! About CSI Group CSI Group is a leading financial services firm transforming how America's middle class experiences financial security. We enrich lives and legacies by providing personalized financial planning, tax, and estate solutions that empower individuals and families to achieve lasting prosperity. Our mission is simple yet powerful: to simplify financial security and remove uncertainty for America's middle class. Our vision is to become the most trusted financial partner on every main street in America. Through our CSI360 approach, we make expert financial guidance accessible and affordable for all, because everyone deserves confidence in their financial future. We believe that innovation and technology are force multipliers for that mission. By embracing artificial intelligence and modern tools, we continuously improve how we serve our members, streamline the experiences our teams deliver, and scale our impact without sacrificing the personal connection that sets us apart. Technology does not replace our human touch, it sharpens it. At CSI Group, we live by our CAPTAG values: Caring, Accountability, Positive Attitude, Team Player, Adaptability, and Growth Mindset. These values are not just words, they shape how we work, how we serve, and how we grow together. A Growth Mindset and Adaptability mean we lean into change, including the opportunities that emerging technology creates for our members and our people. Join CSI Group and become part of a culture where your impact matters, your growth is supported, and your purpose is shared. Position Overview CSI Group is seeking an experienced and process-driven Accounts Receivable Specialist to join our growing finance team. This is primarily an in-office role based at our Wall, NJ headquarters. You will take ownership of the A/R function for our primary legal entity, which serves over 20,000 clients across a high-volume, multi-payment-type environment (checks, cash, and credit cards). You will play a leadership role in evaluating and implementing improved A/R procedures and controls, with a focus on reducing manual processes and ensuring accurate recording at both the bank and in QuickBooks Online (QBO). You will report to the Assistant Controller and collaborate closely with the Head of Finance. Key Responsibilities • Own the end-to-end accounts receivable function for the primary legal entity, ensuring accurate and timely recording of all payments in QBO and reconciliation against bank records., • Process and oversee high-volume payment intake including checks, cash, and credit card transactions., • Design, implement, and enforce A/R internal controls and procedures to strengthen accuracy, reduce manual effort, and ensure compliance., • Assess and help implement an automated or upgraded A/R system to replace or supplement current manual processes, including evaluation of ACH and payment portal options., • Support the Assistant Controller in leading the A/R modernization project, including requirements gathering, vendor coordination, and staff training., • Prepare and review accounts receivable aging reports; manage collections follow-up and dispute resolution., • Assist with month-end and year-end close activities related to receivables, including reconciliations and journal entries., • Collaborate across finance, operations, and technology teams to align A/R workflows with broader company systems., • Document and maintain A/R policies, procedures, and controls., • Support general finance needs as they arise. Required Qualifications • 3+ years of hands-on accounts receivable experience in a high-volume environment., • Demonstrated experience implementing or improving A/R procedures, internal controls, and reconciliation workflows., • Experience with QuickBooks Online (QBO) or comparable accounting system., • Strong understanding of cash application, payment reconciliation, and the bank-to-book recording process., • Proven ability to work independently and manage priorities in a fast-paced environment., • High degree of accuracy and comfort managing large transaction volumes. Preferred Qualifications • Experience evaluating or implementing A/R automation tools, payment portals, or accounts receivable management systems., • Familiarity with ACH processing and electronic payment workflows., • Experience in financial services or a similarly regulated industry., • Associates or Bachelors degree in Accounting, Finance, or a related field., • Comfort collaborating with finance leadership and contributing to system and process improvement initiatives.

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 an Senior Audit Accountant who wants the opportunity to expand skills, assume direct responsibility for client matters and be an integral team member at our growing CPA firm. In this position, you will take a lead role on all aspects of audit engagements, from planning to completion, to include supervision/mentoring of staff and building/maintaining relationships with clients. Candidates will have the opportunity for long-term growth and bonus compensation based on their contributions and combination of individual & team efforts. In this role you will: Contribute to the client service team by producing quality work, quick turnaround, and attentive service. Perform services within budgeted time by utilizing technical, time management, and organizational skills. Draft various schedules, notes, opinions and comments for the audit report. Monitor staff performance on jobs. Perform/Oversee the reconciliation of client records to trial balance, which may include analytical procedures, and performs schedule computations of prepaid, accruals, property, equipment, and calculates depreciation expense. Make scheduling adjustments as needed. Use the firm’s software programs to automate the process from trial balance and financial statements. Perform other accounting, auditing, tax, and consulting duties as needed in engagements. Applicants must possess the following: Bachelor’s Degree in Accounting, Finance, Business or related field. CPA eligible required. CPA preferred. Minimum two (2) years’ experience of running audit engagements. Not-for-Profit and Governmental entities preferred. Knowledge of general accounting principles Proficient in Microsoft Excel and Word Ability to communicate clearly and concisely. Experience with Prosystem fx Engagement preferred. Reliable transportation to and from client location is required. 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. Employment Type: Full Time Years Experience: 1 - 3 years Bonus/Commission: No

Job DescriptionSalary: $75,000 + Sales Incentive Compensation Join CSI Group A Thriving Career Awaits You! About CSI Group CSI Group is a leading financial services firm transforming how America's middle class experiences financial security. We enrich lives and legacies by providing personalized financial planning, tax, and estate solutions that empower individuals and families to achieve lasting prosperity. Our mission is simple yet powerful: to simplify financial security and remove uncertainty for America's middle class. Our vision is to become the most trusted financial partner on every main street in America. Through our CSI360 approach, we make expert financial guidance accessible and affordable for all, because everyone deserves confidence in their financial future. We believe that innovation and technology are force multipliers for that mission. By embracing artificial intelligence and modern tools, we continuously improve how we serve our members, streamline the experiences our teams deliver, and scale our impact without sacrificing the personal connection that sets us apart. Technology does not replace our human touch, it sharpens it. At CSI Group, we live by our CAPTAG values: Caring, Accountability, Positive Attitude, Team Player, Adaptability, and Growth Mindset. These values are not just words, they shape how we work, how we serve, and how we grow together. A Growth Mindset and Adaptability mean we lean into change, including the opportunities that emerging technology creates for our members and our people. Join CSI Group and become part of a culture where your impact matters, your growth is supported, and your purpose is shared. Key Responsibilities Branch Leadership & People Development • Provide day-to-day leadership and operational oversight of designated branch locations, ensuring every team member is equipped to deliver the CSI360 experience., • Supervise, coach, and mentor Member Services Representatives (MSRs) and branch support staff to achieve individual and team goals rooted in the CSI360 service model., • 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 CSI's values and brings the CSI360 promise to life at the branch level., • Partner with the Director of Member Advisory Services on talent development plans, succession planning, and ongoing skills training aligned to CSI360 delivery standards. Financial Advisory & Tax Services • Deliver holistic financial advice through the CSI360 framework, guiding members across retirement planning, investment management, tax strategy, and estate planning in a fully integrated experience., • Lead branch-level tax preparation and planning services as a core pillar of the CSI360 offering, ensuring accuracy, compliance, and proactive member strategies., • Maintain strong technical expertise in financial products, tax law, investment advisory regulations, estate planning, and compliance requirements, serving as the branch subject matter expert for CSI360 delivery., • Serve as the escalation point for complex member needs, resolving challenges with the professionalism and care that defines the CSI360 member experience. Member Experience & Relationship Management • Build and sustain long-term relationships with members, serving as their trusted CSI360 advisor and guiding them through every stage of their financial journey., • Ensure every member interaction is consistent, personalized, and aligned with the CSI360 promise of confidence, service, and integrity., • Monitor and act on member feedback, service scores, and engagement metrics to continuously strengthen CSI360 delivery and overall member satisfaction., • Champion a member-first mindset across the branch, reinforcing that CSI360 is not a transaction, it is a relationship. Cross-Functional Collaboration • Partner closely with Member Advisory Operations, Financial Operations, and corporate teams to align branch initiatives with the CSI360 strategy and companywide priorities., • Contribute to the design and implementation of Standard Operating Procedures (SOPs) that enhance the consistency and quality of the CSI360 experience., • Actively participate in firmwide programs, campaigns, and events that support member growth and reinforce the CSI360 brand., • Collaborate with compliance teams to ensure all CSI360 service delivery adheres to regulations, policies, and ethical standards. Business Growth & Community Engagement • Drive branch performance by meeting or exceeding advisory, tax, and member service KPIs tied to CSI360 outcomes., • Support new member acquisition through referrals, networking, and community engagement that introduces prospective members to the CSI360 difference., • Identify and act on every opportunity to deepen member relationships by connecting them with the full CSI360 suite of financial planning, tax, and estate planning solutions., • Represent CSI Group and the CSI360 brand in community partnerships and professional organizations, building local awareness and trust. Qualifications & Skills • Bachelor's degree in Finance, Accounting, Business, or related field (preferred); Enrolled Agent (EA) License required., • Series 65 license required (or willingness to obtain; support provided)., • 3+ years of financial services experience, with a focus on advisory and/or tax preparation; experience delivering comprehensive, multi-discipline financial solutions preferred., • Demonstrated leadership experience managing one or more branch offices, advisory teams, or comparable operations., • Strong knowledge of financial products, tax regulations, estate planning, compliance standards, investment advisory requirements, and industry best practices., • Proven track record of delivering exceptional member service, with the ability to build trust and guide members through complex financial decisions., • Excellent communication, relationship-building, and coaching skills with the ability to inspire teams to deliver at the highest level., • Results-oriented mindset with the ability to balance strategic leadership and hands-on CSI360 member service delivery., • Commitment to continuous learning, professional development, and industry certifications that strengthen CSI360 expertise.

Job DescriptionSalary: $30 (hourly) + JoinCSIGroupAThrivingCareerAwaitsYou! About CSI Group CSI Group is a leading financial services firm transforming how America's middle class experiences financial security. We enrich lives and legacies by providing personalized financial planning, tax, and estate solutions that empower individuals and families to achieve lasting prosperity. Our mission is simple yet powerful: to simplify financial security and remove uncertainty for America's middle class. Our vision is to become the most trusted financial partner on every main street in America. Through our one-stop approach, we make expert financial guidanceaccessible and affordable for all, because everyone deserves confidence in their financial future. We believe that innovation and technology are force multipliers for that mission. By embracing artificial intelligence and modern tools, we continuously improve how we serve our members, streamline the experiences our teams deliver, and scale our impact without sacrificing the personal connection that sets us apart. Technology does not replace our human touch, it sharpens it. At CSI Group, we live by our CAPTAG values: Caring, Accountability, Positive Attitude, Team Player, Adaptability, and Growth Mindset. These values are not just words, they shape how we work, how we serve, and how we grow together. A Growth Mindset and Adaptability mean we lean into change, including the opportunities that emerging technology creates for our members and our people. Join CSI Group and become part of a culture where your impact matters, your growth is supported, and your purpose is shared. Position Summary The Property Accountant 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, • Support ownership and property management with day-to-day operational tasks Re-Leased System Administration • 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, • Support ongoing system optimization and user adoption Utilities & Vendor Coordination • Coordinate utility account setup, transfers, and terminations for new and existing tenants, • Communicate with utility providers to resolve service issues, billing discrepancies, and outages, • Track utility-related documentation and confirmations Accounting & Financial Support • 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 DescriptionDescription: We are seeking a highly organized and detail-oriented Assistant Tax Coordinator to join our Tax Department. This role supports the firm’s tax professionals throughout the entire tax preparation cycle from initial client document intake to final delivery and e-filing of returns. The ideal candidate thrives in a fast-paced environment, communicates clearly and professionally, and manages multiple priorities with accuracy and efficiency. This position plays a critical role in ensuring a positive client experience and smooth departmental operations. Key Responsibilities Tax Processing & Workflow Support • Provide administrative and workflow support during all phases of the tax cycle (organizer distribution, intake, processing, billing, and delivery)., • Receive, sort, organize, scan, and upload client tax documents into the firm’s tax software and network drives., • Track receipt, progress, and status of tax returns and workpapers using firm workflow systems., • Prepare, assemble, and deliver completed tax returns electronically or in print., • Prepare, track, and process e-file authorizations; monitor and document IRS/state acceptance reports., • Maintain and update client information, engagement lists, and internal databases., • Provide support with client billing and WIP cleanup as needed. Client Service & Communication • Serve as a first point of contact for client inquiries related to document submission, return status, scheduling, and general questions., • Prepare and send professional client correspondence, document requests, and engagement communications., • Coordinate with preparers, managers, and partners to ensure timely delivery of information and returns., • Provide exceptional service by ensuring accuracy, responsiveness, and clear communication. Administrative Support • Answer, route, and announce incoming calls, messages, and correspondence promptly and professionally., • Assist with scheduling meetings and tracking deadlines for the tax team., • Handle scanning, copying, binding, and other general administrative duties to support daily operations., • Support client billing, project tracking, workflow updates, and administrative reporting., • Maintain confidentiality standards and ensure compliance with firm procedures for file maintenance and record retention.Requirements:, • Education: Associate’s degree in Business, Accounting, or related field required; relevant experience may be considered in lieu of formal education., • Experience: Minimum of 2 years of administrative experience; experience in a public accounting or tax processing environment strongly preferred., • Availability: Ability to work additional hours and Saturdays during “Tax Season” required; willingness to cover other office locations if needed., • Technical Skills:, • Proficiency in Microsoft Office Suite (Outlook, Excel, Word)., • Ability to operate office equipment including scanners, copiers, fax machines, and binding machines., • Experience with tax software or workflow management tools is a plus., • Communication: Strong verbal and written communication skills; professional client service demeanor., • Other Skills: Exceptional time management, accuracy, attention to detail, multitasking ability, and a proactive approach to supporting both clients and professional staff.