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Job DescriptionSalary: $95,000 - $130,000 Cg Tax, Audit & Advisory is looking for a talented Tax Manager to join our team. Cg is a quality of life company. That means - we're focused on the overall well-being and happiness of our team members and ensuring that everyone enjoys a full work/life balance. Cg offers remote/hybrid work models, comprehensive benefits, mentorship and training, flexible hours, wellness initiatives, Summer Fridays, and unlimited paid time off. The perfect candidate for this role will have experience completing the following job duties: • 6+ years accounting experience, • Bachelors degree in Accounting or related field, • CPA license preferred, • Client management experience, • Ability to review and prepare certain Federal and state tax returns, • Understanding of United States tax reform legislation and guidance, • Ability to perform tax research, writing, and analysis, • Determine client tax-saving strategies and provide innovative solutions, • Proficiency in researching and navigating Federal, SALT, Sales & Use, and Property tax matters, • Supervise, direct, and mentor Interns, Staff and Senior Staff Accountants, and Tax Supervisors, • Ability to navigate and utilize tax research tools and resources, • Understanding of tax theories and how to apply, • Review financial statements for accuracy and compliance, • Maintain knowledge of acceptable accounting practices and procedures, • Capability to quickly learn various cloud-based software solutions, • Ability to multi-task while working independently or within a group environment, • Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously, • Excellent problem solving, critical thinking, and analytic skills, • Proactive, self-motivated, organized, detail-oriented, and willing to learn from experienced professionals, • Proficient in Microsoft Office Suite (or similar software), Adobe Acrobat, and accounting software (QuickBooks and UltraTax preferred), • This position is hybrid; a combination of remote and in-office work. In-office work will be determined by Cg management and/or client needs. Benefits for Full Time Employees • Health Insurance, • High Deductible Health Plan, • Health Reimbursement Arrangement (HRA), • Coverage begins on the first month after one full month of employment, • Life and Long-Term Disability Insurance (at no cost to employee), • Employee Assistance Program (at no cost to employee), • Voluntary Benefit Plans, • Dental, • Life Insurance and AD&D, • Short Term Disability, • Vision, • Critical Illness, • Hospital Indemnity & Accident, • Legal, • Section 125 (Flex Spending Account), • Accident, • Unlimited Paid Time Off Policy, • Holiday Time, • Plus one additional floating holiday per year, • Tax Day the firm is closed for a full day the first Friday following April 15th, • Summer Fridays, • Office closed on Fridays beginning the first Friday in June and ending the Friday of Labor Day weekend, • 401(k)/Profit Sharing Plan, • With auto enrollment upon eligibility and employer match, • Team Bonus Plan, • Paid subjectively based on billable/total hours, realization, and goals met, • New Team Member Referral Bonus, • Based on specified requirements included years of professional experience, • New Business Referral Bonus, • For recurring and non-recurring business based on specified parameters, • Reimbursement for Relevant Licenses and Dues, • CPA Exam Bonus, • Monetary bonus and reimbursement towards expenses upon passing all four part of the exam, • Bonuses also available for additional professional designations About Cg For more than 40 years, Cg Tax, Audit & Advisory (Cg) has helped clients stay focused on the road ahead by maximizing savings, increasing profitability, and achieving financial goals. Its the reason Cg is recognized as a premier accounting firm, and why businesses choose Cg to evaluate and elevate their financial health. Cgs experienced professionals take the time to understand your unique business needs, challenges, and objectives. This enables the firm to create a customized solution that meets your accounting, compliance, and tax needs. Cg offers an extensive selection of services including tax planning, business consulting, valuation, and compliance and auditing in a variety of industries including healthcare, professional services, construction, manufacturing and distribution, nonprofit, and more.

Job Description A small firm is seeking a Tax Manager, Director, or Partner to be an integral part of firm growth and future vision. Responsibilities: • Review complex Federal and multi-state tax returns for individuals, trusts, estates, non-profit organizations, and pass-through entities, • Review gift tax returns, • Review quarterly and year-end tax projections, • Review tax workpapers, • Deliver clear requests for information via phone or email directly to clients, • Research Federal, state, and cross-border tax issues, • Strategize with partners and the client engagement teams on tax planning, • Work closely with the management team to mentor, train, and supervise staff Qualifications: • CPA required, • Bachelor, or higher, degree in Accounting or relevant field, • 7+ years experience, • Strong working knowledge of Microsoft Office Suite, • Strong verbal and written communication skills Preferred knowledge/skills: • Excellent analytical and problem-solving skills, • Strong interpersonal and communication skills, • Recent or current experience servicing High Net Worth and/or Family Office clients, • Managerial experience with staff and clients, • Proficient with use of GoSystem Tax RS is a plus 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 DescriptionDescription: The Lease Administrator is responsible for overseeing all aspects of lease administration, compliance, and operational support across the company. This includes preparing and reviewing lease documents, ensuring regulatory compliance, maintaining data integrity in Yardi, and supporting site teams with leasing operations. The role requires strong organizational skills, attention to detail, and the ability to collaborate cross-functionally with Legal, Accounting, and Property Management teams. Lease Administration & Compliance • Review for accuracy and countersign all leases, renewals, transfers, and roommate promotions., • Oversee active Section 8 and rental assistance contracts; complete onboarding packets and ensure compliance with agency and tax form requirements., • Process lease applications, screenings, and move-in packages; verify documentation and track approvals., • Perform weekly and monthly audits (rent rolls, late fees, lease expirations, rent charge reports)., • Oversee the move-out process portfolio-wide, including interest requests, final balances, and legal collections., • Submit and manage Rhino insurance claims; reconcile ledgers and submit documentation to Accounting., • Provide administrative and leasing support to all sites, including onsite coverage as needed., • Support Yardi workflows, insurance compliance notifications, invoice processing, and resident inquiries., • Handle escalated resident concerns in the absence of upper management., • Compile and distribute reports (lease renewal status, rent roll updates, GPR analysis, audit logs)., • Draft and process vendor and service contracts for all PRC-owned and managed properties., • Ensure contracts are executed via DocuSign with accurate terms, insurance language, and addendums., • Complete and submit annual DCA registrations in accordance with state regulations., • Provide Elise AI support, and administrative assistance to the Property Management and Leadership teams., • Collaborate with Accounting, Legal, and Property Management to resolve ledger discrepancies and enforce policies. Requirements: • Excellent communication, interpersonal, and time management skills., • Yardi & Elise AI Experience (preferred), • Strong problem-solving abilities and a self-starter mindset., • Proficiency in Yardi and Microsoft Office Suite. Education & Experience • Associate Degree preferred., • 3–5 years of related experience or equivalent education and experience.

Job DescriptionAudit and Assurance Manager (Non-Profit) / Hybrid / $$$ / Top 50 firm This Jobot Job is hosted by: Joseph Sipocz Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume. Salary: $110,000 - $150,000 per year A bit about us: Are you an experienced Audit Manager with a passion for the non-profit sector? If so, we have an exciting opportunity for you! Our organization is seeking a Audit Manager to join our Accounting + Finance team. This role is a critical part of our organization, ensuring the financial stability and transparency that our stakeholders and community rely on. You will be responsible for managing and overseeing all aspects of our financial statement audit process. This is a full-time, permanent position that requires a minimum of 5 years of experience in a similar role. We are a top 50 CPA firm with locations on the east coast and mid-west. Why join us? • Competitive compensation, • Professional development opportunities, • 401K and Health Insurances (medical dental vision etc.), • Work-life balance, • Opportunity for growth and partnership, • Collaborative work environment, • Mentorship programs, • Community involvement, • Employee recognition and rewards, • Employee assistance programs, • Retirement savings plans Job Details Responsibilities: As our Audit Manager, your responsibilities will include but are not limited to: 1. Overseeing the planning, execution, and completion of financial statement audits for our non-profit organization., 2. Ensuring compliance with all relevant regulations and standards., 3. Preparing and presenting audit findings to senior management and the board of directors., 4. Supervising and mentoring junior audit staff., 5. Working closely with other departments to ensure accurate and timely financial reporting., 6. Reviewing and updating our organization's audit procedures and policies as needed., 7. Assisting in the preparation of annual financial statements and tax returns., 8. Providing technical accounting advice to staff and management on complex transactions., 9. Leading and participating in special projects as assigned. Qualifications: The ideal candidate for our Audit Manager position will possess the following qualifications: 1. A minimum of 5 years of experience in audit management, preferably within the non-profit sector., 2. Proven experience in non-profit financial statement audit preparation., 3. A bachelor's degree in accounting, finance, or a related field. A CPA designation is highly preferred., 4. Strong knowledge of accounting principles and auditing standards., 5. Excellent analytical and problem-solving skills., 6. Strong leadership and team management abilities., 7. Exceptional communication skills, both written and verbal, with the ability to present complex financial information in a clear and concise manner., 8. Proficiency in accounting software and Microsoft Office Suite., 9. A high level of integrity and professionalism., 10. An understanding of the unique financial challenges and regulations within the non-profit sector. If you are a dedicated, detail-oriented professional with a passion for supporting non-profit organizations, we would love to hear from you. Join our team and help us ensure the financial stability and transparency that our community depends on. Apply today! Interested in hearing more? Easy Apply now by clicking the "Apply Now" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, 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. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.Company DescriptionJobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values. Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA). Ready to find a good job? Create your profile today at Jobot.com.Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.\r\n\r\nFounded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).\r\n\r\nReady to find a good job? Create your profile today at Jobot.com.

Job DescriptionSalary: $90,000 - $120,000 Cg Tax, Audit & Advisory is looking for a talented and experienced Tax Supervisor to join our team. Cg is a quality of life company. That means - we're focused on the overall well-being and happiness of our team members and ensuring that everyone enjoys a full work/life balance. Cg offers hybrid and remote work models, comprehensive benefits, mentorship and training, flexible hours, wellness initiatives, Summer Fridays, and unlimited paid time off. Candidates for this role will have experience and proven competency to complete the following job duties: • Review and prepare certain Federal and state income tax returns., • Maintain understanding of United States tax reform legislation and guidance., • Navigate and utilize tax research tools and resources., • Learn and/or perform tax research, writing, and analysis., • Research and navigate Federal and state, Sales & Use, and Property tax matters., • Review financial statements for accuracy and compliance., • Prepare tax schedules, payments, and other reports, as necessary., • Determine and provide solutions for complicated tax issues or erroneous tax filings., • Help with the preparation of quarterly and annual tax reports., • Ensure that clients comply with federal, state and local tax regulations., • Supervise and mentor Interns, as well as Staff and Senior Staff Accountants., • Quickly learn various cloud-based software solutions. Qualifications • 4 6 years accounting experience., • Bachelors degree in Accounting or related field., • CPA license (or progress plan towards CPA license) preferred., • Knowledge of acceptable accounting practices and procedures., • Experience with various tax theories and how to apply., • Client management experience., • Ability to multi-task while working independently or within a group environment., • Excellent problem solving, critical thinking, and analytic skills., • Proactive, self-motivated, organized, detail-oriented, and willing to learn from experienced professionals., • Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously., • Proficient in Microsoft Office Suite (or similar software), Adobe Acrobat, and accounting software (QuickBooks and UltraTax preferred)., • This position is hybrid; a combination of remote and in-office work. In-office work will be determined by Cg management and/or client needs. Benefits for Full Time Employees • Health Insurance, • High Deductible Health Plan, • Health Reimbursement Arrangement (HRA), • Coverage begins on the first month after one full month of employment, • Life and Long-Term Disability Insurance (at no cost to employee), • Employee Assistance Program (at no cost to employee), • Voluntary Benefit Plans, • Dental, • Life Insurance and AD&D, • Short Term Disability, • Vision, • Critical Illness, • Hospital Indemnity & Accident, • Legal, • Section 125 (Flex Spending Account), • Accident, • Unlimited Paid Time Off Policy, • Holiday Time, • Plus one additional floating holiday per year, • Tax Day the firm is closed for a full day the first Friday following April 15th, • Summer Fridays, • Office closed on Fridays beginning the first Friday in June and ending the Friday of Labor Day weekend, • 401(k)/Profit Sharing Plan, • With auto enrollment upon eligibility and employer match, • Team Bonus Plan, • Paid subjectively based on billable/total hours, realization, and goals met, • New Team Member Referral Bonus, • Based on specified requirements included years of professional experience, • New Business Referral Bonus, • For recurring and non-recurring business based on specified parameters, • Reimbursement for Relevant Licenses and Dues, • CPA Exam Bonus, • Monetary bonus and reimbursement towards expenses upon passing all four part of the exam, • Bonuses also available for additional professional designations About Cg For more than 40 years, Cg Tax, Audit & Advisory (Cg) has helped clients stay focused on the road ahead by maximizing savings, increasing profitability and achieving financial goals. Its the reason Cg is recognized as a premier accounting firm, and why businesses choose Cg to evaluate and elevate their financial health. Cgs experienced professionals take the time to understand your unique business needs, challenges, and objectives. This enables the firm to create a customized solution that meets your accounting, compliance, and tax needs. Cg offers an extensive selection of services including tax planning, business consulting, valuation, and compliance and auditing in a variety of industries including healthcare, professional services, construction, manufacturing and distribution, nonprofit, and more.

Job Description POSITION SUMMARY: The Property Accountant is responsible for bookkeeping of all financial activity, processing of various finance related transactions, and generation of financial reports pertaining to commercial properties under FNRP management for distribution to internal and external clients. This position has no direct reports. ESSENTIAL DUTIES AND RESPONSIBILITIES: • Prepare financial statements for assigned portfolio, • Analyze the general ledger for each property, prepare journal entries, calculate accruals and adjustments, and maintain detailed work paper files monthly, • Review results of operations and provide detailed explanations of any variances, • Review invoices to ensure correct account coding and expense allocations, • Prepare reconciliations of all cash accounts, reserves, and escrows, • Prepare/submit financial reporting packages to lenders per terms of loan agreements, • Assist with preparation and reforecasting of annual budgets, • Calculate real estate tax and other operating expense tenant chargebacks as stipulated in tenant leases, • Review and validate tenant year-end reconciliations prepared by a third party contractor, • Run monthly and quarterly property reports for review by Accounting Manager, CFO, and Asset Management, • Assist with the year-end audit process by preparing supporting documents, • Manage daily property accounting activities - maintaining tenant ledgers, the onboarding and move out process; enter and process accounts payable and accounts receivable; handle invoices, payments, vendor contracts; daily bank balances and reconcile all accounts monthly, • Support other departments by providing necessary information, preparing schedules, and performing analyses from time-to-time, • Bachelor's degree in accounting, finance, business, or related field, • Minimum 3 to 5 years' accounting experience; with at least 3 years in a commercial real estate company, • Proficient in Microsoft Excel, • Familiarity with MRI property management accounting system preferred, • Demonstrated working knowledge of general ledger, accounts payable, accounts receivable and banking, • Demonstrated experience in property accounting required, • Strong analytical skills, detail-oriented and ability to multitask in a fast-paced environment, • Financial and statistical reporting knowledge and experience, • Effective verbal and written communication skills, • Demonstrated ability to manage multiple projects and deadlines, • Must handle confidential information with discretion PHYSICAL REQUIREMENTS: Ability to sit for prolonged periods of time. POSITIONS SUPERVISED: None. COMPENSATION: $77,000-$85,000 base salary range + incentive compensation opportunity and full benefits package (Medical, Dental, Vision, Life Insurance, Disability Insurance and other voluntary benefits) A WORD ABOUT FNRP First National Realty Partners is a dynamic private equity firm that's reshaping the commercial real estate landscape. Our vertically integrated structure provides the #1 option for accredited investors looking to earn superior risk-adjusted returns in the necessity-based retail space. Our trusted relationships with top national-brand tenants give our team game-changing intelligence and maneuverability in the industry, specializing in grocery-anchored properties. Our trusted connections with the largest national brands in the country, and our proven investment criteria, allow us to de-risk investment opportunities and present the best, institutional-quality deals to investors who previously would never have had access to this asset class on the open market. All of this would be impossible without the unparalleled knowledge and experience of our team members who bring the best of their respective fields to our firm. At FNRP we strive to be a responsible organization that creates value for all our stakeholders alike, including tenants, communities, investors, and employees. Our world-class team is united by the same core values as well as dedication toward FNRP's vision: to create a world where everyday accredited investors can invest in world-class institutional quality grocery-anchored commercial real estate. Working at First National Realty Partners is unlike anything you've experienced before. We're not your stuffy shirt-and-tie office space. We believe in flexibility, accountability, comradery, and achieving our goals together. Will you join us?

Job Description Tax Principal QUALIFICATIONS • Current Partner/Principal, Senior Manager, or Director who aspires to become a Principal, • Working knowledge of various accounting software, • CPA required. RESPONSIBILITIES • Oversee engagements, staff assignments, and workflow, reviewing all work before submission., • Demonstrate technical and professional competence, with the ability to analyze financial data and make sound business decisions., • Ensure effective communication within the team to serve clients and utilize staff efficiently., • Manage staff performance reviews and client billing., • Develop policies to enhance productivity and maintain morale., • Strengthen existing client relationships and seek new opportunities. We provide 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.

Job DescriptionBenefits: • Bonus based on performance, • Employee discounts, • Flexible schedule No matter your work background or experience level, we welcome you to apply! Perks: • 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 Description Tax Senior/Manager Our client is a boutique CPA firm in Central, New Jersey that is seeking a Senior Tax Accountant OR Manager (compensation commensurate on experience) to join their growing team given the amount of new business and clients in 2020. What You'll Be Doing • Provide tax compliance and advisory services to partnerships, corporations, C-corps and individuals, • Prepare complex tax returns (1065, 1040, 1120, 1120S and 990s), • Research and consult on various tax matters, • Prepare written correspondence and other documents for submission to the IRS, • Correspond with the IRS and state tax agencies., • Gain an understanding of client business operations, procedures, and needs., • Represent the Firm in a positive light by maintaining a professional demeanor, dress, and attitude at all times., • Bachelor’s degree in Accounting, • CPA Certification (or sitting for Exam), • 3+ years prior tax experience in public accounting, • Proficiency in accounting software: CCH ProSystems, QuickBooks and Microsoft Office, • Competitive base salary + Bonus + Benefits

Job Description We are looking for a Certified Financial Planner to learn our planning process and help our members (clients) manage their finances. We are a fee-only fiduciary with a focus on retirement planning. Position Overview A lead planner is a dedicated professional who primarily focuses on providing personalized financial guidance and support to members. Spending over 60% of their time working directly with members, these planners are instrumental in helping individuals and families achieve their financial goals. Their core responsibilities include creating comprehensive financial plans, developing investment strategies, managing portfolios and offering ongoing advice to ensure members financial plans remain aligned with their changing needs, goals and market conditions. By dedicating most of their time to member interactions, lead planners ensure that their members receive the highest level of personalized service, fostering a sense of confidence and security in their financial future. These positions may cultivate new member referrals through offering a high-level of service to existing members, but they are not required to develop new member relationships through business development and/or marketing channels. In addition to their member-facing duties, Lead Planners will support Senior Planners and train junior planners. Planners are expected to stay current with market trends, regulatory changes, and new financial products to provide the best possible advice. They often collaborate with other financial professionals, such as tax advisors and estate planners, to offer a holistic approach to financial planning. Effective communication skills, analytical thinking, and a deep understanding of financial principles are essential for success in this role. Responsibilities include: • Develop Customized Financial Plans: Create tailored financial strategies that align with members short-term and long-term goals., • Provide Investment Advice: Recommend appropriate investment options based on members objectives and risk profiles., • Monitor and Review Portfolios: Regularly review and adjust clients' investment portfolios to ensure they remain aligned with their goals and market conditions., • Financial Planning: Help members plan by assessing needs, recommending solutions, and creating financial strategies in all key areas, including Cash Flow, Budgeting, Retirement Planning, Investments, Estate Planning, Tax Planning, Education Planning, and Risk Management., • Conduct Regular Member Meetings: Schedule and hold annual/semiannual review meetings to review and discuss changes in clients' situations., • Educate Members: Explain complex financial concepts in understandable terms to help clients make informed decisions., • Ensure Regulatory Compliance: Stay updated with financial regulations and ensure all member interactions and transactions comply with legal requirements., • Collaborate with Other Professionals: Work with tax advisors, estate planners, and other financial professionals to provide comprehensive advice., • Respond to Member Inquiries: Address clients' questions and concerns promptly, providing accurate and helpful information, • Support Senior Planners: Assist in behind the scenes planning work and sit in on any meetings with member that will be transitioned to their book., • Financial Expertise: In-depth knowledge of financial planning, investment strategies, retirement planning, tax laws, and estate planning., • Analytical Skills: Strong ability to analyze financial data, assess risk, and develop effective financial strategies., • Communication Skills: Excellent verbal and written communication abilities to explain complex financial concepts clearly and persuasively to members., • Interpersonal Skills: Strong relationship-building skills to establish trust and rapport with members, understanding their needs and goals., • Regulatory Knowledge: Thorough understanding of relevant financial regulations and compliance requirements to ensure ethical and legal practices., • Problem-Solving Skills: Ability to identify financial issues and develop creative solutions tailored to members' unique situations., • Certifications: Completed CFP designation., • Education: BSc/BA in accounting, finance, business administration or relevant field; additional professional certifications are a plus., • Experience: 3+ years of experience in financial planning or advisory roles, with a proven track record of managing client relationships. Benefits: • 401(k), • 401(k) matching, • Dental insurance, • Employee discount, • Health insurance, • Life insurance, • Paid time off, • Professional development assistance

Job Description Position Description: Client Service Manager About the Company Rockdale Financial Services Inc has a rich history in the financial industry rooted in New Jersey. The 2 principal advisors each have over 40 years in the financial services industry. Our firm works primarily with individuals and businesses owners. Our expertise is in asset and wealth management as well as coordination of tax management, risk management, debt management and estate planning. See our site at for more information. Position Overview/Summary The Client Service Manager delivers a wide range of critical client support to the advisor and principal teams and helps to provide the resources and guidance [firm’s] clients need to achieve their financial goals. Duties are varied and can include: supporting the preparation of financial plans and reviews; executing investment transactions; scheduling and organizing meetings; responding to client inquiries and maintaining and updating client files. Position Responsibilities Interact daily with clients, process client requests and answer basic client inquiries in a timely manner. Address inquiries to appropriate areas Proactively communicate with clients on a regular basis through a range of communications vehicles Coordinate the preparation of financial plans, annual or quarterly reviews and other ad-hoc client meetings materials Prepare balance sheets, investment allocation summaries, meeting agendas, charts, graphs and added services Schedule client and team meetings as required Discuss and organize follow-up steps with the advisors or firm principals after client meetings Prepare client engagement agreements and investment applications including new account applications, process transfers of client accounts, provide daily tracking of project status and keep client informed of the progress of their accounts Coordinate account transfers and obtains cost basis information for incoming assets Execute equity, fixed income, mutual fund and variable annuity transactions under the direction of the firm principal or advisors Review daily transaction reports to ensure accuracy of previous day activities Monitor client account activity including dollar cost averaging activity Verify cash balances for systematic withdrawal programs Generate and review monthly available cash report Maintain the client referral program by coordinating next steps and providing required advisor/principal support Manage all details of clients, prospects and vendors in CRM Populate and maintain accurate client data in client relationship management database, client fee billing and reporting systems Prepare fee invoices and monthly fee bill summary; coordinate compliance approval and payment for client accounts Ensure system backups are completed on routine basis Monitor continuing education requirements for advisors, principals and team members Order and maintain all supplies including forms, prospectuses and useful research information Coordinate mailings; process incoming mail Commit to continuous education and professional development to remain current in industry issues, CRM and financial planning software, including report and analysis preparation Foster an environment of open, honest and timely communications Ensure the mission statement, vision and core values of the firm are incorporated into the duties and responsibilities of the position Recruit, manage, train and motivate direct reporting staff/team according to company procedures, policy and employment law [if applicable] Maintain administration and relevant client service reporting and planning systems; manage relevant reporting of management and financial information for the client service department Required Skills and Experience Exceptional oral and written communication skills Excellent follow-up and follow-through capabilities Personable, approachable with a positive attitude Organized, meticulous, detail-oriented and able to multitask Able to interact well with sophisticated, high net worth clients and all employees Able to exercise good judgment by recognizing urgency and setting priorities Professional attitude, demeanor and appearance Able to work independently with good problem solving, mathematical and time management skills Comfortable with public speaking High degree of confidentiality and latitude Proficient with Windows based software, including MS Word, Excel, PowerPoint Knowledge of [CRM system], Morningstar and/or portfolio management software a plus 1+ years of experience in the financial services industry, preferably with an investment management or advisory firm Work experience that demonstrates interpersonal and teamwork skills Licenses Series 63 required/preferred Bachelor’s Degree [Finance or Accounting optional] from nationally-recognized institution GPA [3.XX] or higher preferred Firm Benefits [Heath Insurance; Retirement plan; life insurance; dental; vision] Company DescriptionWe are a registered investment advisory firm as well as a financial planning firm located in Monmouth County New Jersey.We are a registered investment advisory firm as well as a financial planning firm located in Monmouth County New Jersey.

Job DescriptionTop Job Located in Tinton Falls, NJ Salary: $18 - $20/hour Job Title: Customer Service Representative Location: Tinton Falls, NJ Pay Rate: $18 - 20 per hour Schedule: Monday through Sunday (5 days per week) with shifts from 9 AM - 5 PM and 10 AM - 6 PM Position Type: Full-Time | Tax and Financial Services | Immediate Openings Join a growing financial services team that's helping individuals and families achieve lasting financial success. This is an excellent opportunity to build a career in a supportive, client-focused environment where your work truly makes a difference. You'll enjoy competitive pay, growth potential, and a team that values your dedication and service. What You'll Do • Provide top-notch customer support via phone, email, and chat for tax and financial service inquiries, • Assist members with questions about tax filing, refunds, deductions, and account management, • Resolve member issues promptly and professionally, ensuring a smooth service experience, • Educate clients about available tax and financial products and assist with account setup and updates, • 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, • High school diploma or equivalent (Associate/Bachelor's in finance or accounting a plus), • 1+ years of customer service experience, ideally in tax or financial services, • Familiarity with tax filing processes, financial accounts, and investment services is preferred, • Strong communication and problem-solving skills with attention to detail, • Comfortable multitasking in a fast-paced environment, • Proficiency with CRM systems, Microsoft Office, and customer service software, • Competitive hourly pay with consistent full-time hours, • Hands-on training and growth opportunities in the financial services field, • A collaborative, people-first team culture Explore more local job opportunities at: #3380OS Express Office: Tinton Falls 4000 Route 66 Suite 340 Tinton Falls, NJ 07753

Job Description SENIOR TAX ACCOUNTANT For more than 25 years, Addeo, Polacco & Penta, LLC, a progressive, full-service public accounting firm located in Monmouth County, NJ, has provided quality accounting and consulting services to our clients. Rated as Best in Monmouth County in the Asbury Park Press annual poll, we are proud of the longstanding relationships we maintain with our clients and strive to provide superior accounting and tax services. Due to continued growth, we are currently seeking a motivated individual with 10+ years of recent public accounting experience to lead tax engagements for a diverse roster of clients mainly consisting of small to mid-size privately owned businesses. Utilizing your proven tax expertise, you will prepare and review corporate, individual, trust, and estate returns; complete tax planning, and research complex tax issues. Qualifications: * Bachelor’s degree or Master’s degree in Accounting. * 10+ years of recent public accounting tax experience including preparation and review of corporate, individual, trust, and estate tax returns. * Ability to juggle priorities in a fast-paced environment and work both independently and in a team-oriented, collaborative environment. * Strong communication, organizational, analytical, leadership, client service and PC skills. * Lacerte software proficiency is a plus! We offer a highly competitive salary, a comprehensive benefits package, professional growth opportunity, a friendly and relaxed office environment, with a work/life balance. If you are seeking an excellent long-term opportunity and are eager to offer a fresh perspective and learn more about becoming an integral part of our team, please submit your resume. Addeo, Polacco & Penta, LLC is an Equal Opportunity Employer.

Job DescriptionSalary: $25 Accounting Intern The Cg Internship Program is an effective and unique experience for current students seeking a career in public accounting. With both remote and in-person work models available, our program is designed to identify future team members, while developing business and financial acumen. Our interns have the opportunity to gain experience in at least two areas of Cg Tax, Audit & Advisorys service lines: tax, audit, and client accounting services. Job Responsibilities: • Assist in preparation of workpapers, financial statements, and client correspondence., • Participate and provide input in planning and engagement team meetings., • Apply learned assurance procedures (under applicable standards) in performing audits, reviews, or compilations of financial statements., • Help prepare certain Federal and state income tax returns., • Learn the basics of performing tax research., • Become familiar with United States tax reform legislation and guidance., • Become knowledgeable of Cg tax, audit, and accounting software., • Work with senior staff to identify tax savings strategies and client recommendations., • Learn how to prepare cash flow statements, trial balances, bank reconciliations, and financial reports., • Develop knowledge of acceptable accounting practices and procedures., • Maintain timely communications with all members of internal engagement team and appropriate client personnel., • Adhere to firms quality control policies and procedures., • Participate in training and other educational opportunities, • Perform additional tasks as assigned by Cg Senior Management, when necessary.

Job Description We are looking for an Accountant / CPA to join our team! We are a growing Public (CPA) Accounting firm located in Metro Park, seeking an accountant with minimum five years public accounting experience and strong tax skills. CPA or CPA candidate a plus. Trust/Fiduciary accounting and tax experience is also a plus, but not required. Our clientele consists of small and midsize, non-publicly held, businesses, high net worth individuals, trusts and estates. This position could have a Partnership opportunity. Responsibilities: • Prepare and analyze accounting records, financial statements, taxes, and other financial reports, • Prepare partnership, s-corporation, individual and fiduciary income tax returns, • Perform attestation services and engagements, ensuring adherence to standard requirements, • Previous experience in public accounting, tax, accounting or other related fields, • Fundamental knowledge of SSARS, • Experience with current computer tax programs, accounting programs and reporting tools, • Detail and deadline-oriented, • Strong analytical and problem solving skills

Job Description We are seeking a highly skilled and detail-oriented Staff Accountant to join our dynamic finance team. The ideal candidate will possess a solid understanding of accounting principles, strong analytical skills, and a commitment to ensuring the accuracy of financial operations. This role provides an excellent opportunity to contribute to the growth of a successful organization while advancing your accounting career. Salary: $80,000 - $90,000 per year Benefits: • Medical, Dental, Vision Benefits, • 401k with a match, • Paid Time Off Responsibilities: • Maintain and reconcile general ledger accounts., • Prepare and review financial statements for accuracy and compliance., • Assist with month-end and year-end closing processes., • Process accounts payable and accounts receivable transactions., • Prepare journal entries and maintain supporting documentation., • Analyze financial data to identify trends and variances., • Support audits and ensure timely resolution of discrepancies., • Assist in tax preparation and reporting requirements., • Collaborate with other departments to ensure accurate and timely financial records., • Contribute to process improvements and implementation of best practices., • Bachelor’s degree in Accounting, Finance, or a related field., • 2+ years of accounting experience, preferably in a corporate setting., • Proficiency in accounting software (e.g., QuickBooks, NetSuite, or similar systems)., • Strong knowledge of GAAP (Generally Accepted Accounting Principles)., • Excellent attention to detail and organizational skills., • Advanced Microsoft Excel skills (pivot tables, VLOOKUP, etc.)., • Strong communication and interpersonal skills., • Ability to work independently and meet deadlines.

Job Description A mid-sized public accounting firm headquartered in Central New Jersey is seeking a Senior Audit Accountant to join its team. The firm provides a full realm of services - accounting, audit, tax and business consulting to diverse industry clients. This Senior Audit Accountant position is an 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. Responsibilities: • 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: • 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, • Experience with Prosystem fx Engagement preferred., • Audit experience in industries including government, non-profit, construction, and/or benefit plans is preferred. Company DescriptionA well established, growing firm serving the fashion industry.A well established, growing firm serving the fashion industry.

Job Description Company Description Malhotra & Patel is an accounting firm located in Holmdel, New Jersey. We provide tax, accounting, and consulting services across various industries and sectors. When you choose us, you are choosing partners who will work with you from the moment you entrust us with your company to help you and your businesses grow and achieve more than ever before. We deliver personalized strategies by taking into consideration your goals and needs. Role Description This is a full-time on-site role for a Staff Accountant. The Staff Accountant will be responsible for various day-to-day tasks including financial statement preparation, tax preparation, account reconciliation, and financial analysis. The Staff Accountant will also assist in the preparation of audit schedules and other ad-hoc accounting projects. This role is located in Holmdel, New Jersey. Qualifications • Knowledge of Generally Accepted Accounting Principles (GAAP), • Proficiency in accounting software (e.g., QuickBooks, Excel), • Strong analytical and problem-solving skills, • Attention to detail and accuracy, • Excellent organizational and time management skills, • Ability to work independently and as part of a team, • Bachelor's degree in Accounting or related field, • Certified Public Accountant (CPA) is a plusCompany DescriptionMonmouth County CPA and financial consulting firm.Monmouth County CPA and financial consulting firm.

Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e. Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advi

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Accounting Assistant / Remote] - Anywhere in U.

Accounting Assistant / Remote] - Anywhere in U.

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Accounting Assistant / Remote] - Anywhere in U.

Accounting & Finance Support / Remote] - Anywhere in U.

We are seeking an energetic, proactive, and detail-oriented Administrative Assistant for our Leonardo, NJ office to support a multidisciplinary team that provides engineering, testing, and research services.The qualified candidate will have 1 year of previous experience as an administrative assistan

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Administrative Assistant / Fully Remote] - Anywhere in U.Competitive Hourly Pay + Paid Training - As a Data Entry Clerk (Driver Enrollment), you'll: Review applications as well as insurance and vehicle registration documents for accuracy and eligibility; Conduct virtual vehicle safety inspections w

Administrative Assistant / Remote] - Anywhere in U.Competitive pay / Medical, dental & vision / 401k / PTO - As a Data Entry Clerk at LV Petroleum, you will: Enter and maintain accurate data into company databases; Verify the accuracy of data entries for completeness and compliance with company stan

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Administrative Assistant / Remote] - Anywhere in U.Competitive Pay - As a Data Entry Clerk you'll: Transfer data from various sources into the new database; Update databases or records with new information as it becomes available; Correct and modify inaccurate files and records; Comply with security

Administrative Assistant / Fully Remote] - Anywhere in U.Competitive Hourly Pay + Paid Training - As a Data Entry Clerk (Driver Enrollment), you'll: Review applications as well as insurance and vehicle registration documents for accuracy and eligibility; Conduct virtual vehicle safety inspections w

Administrative Assistant / Remote] - Anywhere in U.Competitive pay / Medical, dental & vision / 401k / PTO - As a Data Entry Clerk at LV Petroleum, you will: Enter and maintain accurate data into company databases; Verify the accuracy of data entries for completeness and compliance with company stan

Office Assistant / Fully Remote] - Anywhere in US / Excellent compensation with Flexible Schedule / Hardware setup for you to work from home / Paid parental leave, vacation & holidays - As a Data Entry Clerk you'll: Upload Data of Landing Page & Website New Leads on Marketing Sheet; Perform extensiv

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Office Assistant / Fully Remote] - Anywhere in US / Excellent compensation with Flexible Schedule / Hardware setup for you to work from home / Paid parental leave, vacation & holidays - As a Data Entry Clerk you'll: Upload Data of Landing Page & Website New Leads on Marketing Sheet; Perform extensiv

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Office Assistant / Remote] - Anywhere in U.Medical, dental & vision / 401k match - As an Administrative Assistant at Creative Circle, you will: Manage and maintain calendars for multiple team members; Schedule and coordinate meetings and appointments; Create and organize documents, spreadsheets, and

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