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Job DescriptionTake ownership of complex accounting work - and help us improve how we do it. At Kitware, we're looking for an experienced accounting professional who wants to do more than maintain the books. As our Senior Accountant, you'll play an important role in maintaining financial accuracy and regulatory compliance while helping us strengthen the processes and policies that support a growing R&D software company. This role offers a mix of hands-on accounting, multi-state tax compliance, technical research, and process improvement. You'll have the independence to research complex accounting and tax issues, recommend solutions, and turn evolving requirements into practical processes that work for the business. You'll also develop a broader understanding of Kitware's finance operations, giving you the opportunity to collaborate across functions and contribute beyond your primary responsibilities. What You'll Do In this position, you'll: Perform monthly account reconciliations and support timely, accurate financial reporting. Prepare and file state and local tax filings, including sales and use tax, gross receipts tax, and other indirect taxes across multiple jurisdictions - currently 28 states. Conduct technical accounting and tax research to ensure compliance with evolving state regulations and government requirements. Draft, review, and update accounting policies and procedures to align with GAAP and applicable government regulations. Develop a strong understanding of adjacent finance functions, including Accounts Payable, Accounts Receivable, Payroll, and Customer Cost Proposals. Identify and recommend opportunities to improve processes and increase efficiency. Provide backup support across finance functions during peak periods, absences, or other business needs. Collaborate with internal stakeholders to ensure financial controls and policies are applied consistently. Translate regulatory and technical requirements into clear, actionable internal processes. What We're Looking For: Bachelor's degree in Accounting, Finance, or a related field. Strong foundation in GAAP and general accounting principles. Experience with multi-state tax compliance, including sales and use tax, gross receipts tax, or similar requirements. Demonstrated ability to independently research complex accounting or tax issues and implement solutions. Experience developing or improving policies and procedures in a regulated environment. High level of attention to detail, organization, and accountability. Ability to work effectively both independently and collaboratively. Strong communication skills, including the ability to translate technical guidance into practical application. Due to contractual requirements, only candidates who are U.S. persons (citizens, permanent residents, asylees, or refugees) will be considered for this position. Preferred Qualifications: CPA or currently pursuing CPA certification. 3-7 years of public accounting experience. Why Kitware? Kitware is an advanced research and development software company supporting government and commercial customers across a wide range of technical domains. Our work contributes to areas including healthcare, national security, scientific discovery, and advanced computing. While our work is highly technical, it takes strong corporate operations to make that work possible. In this role, you'll have the opportunity to bring your accounting expertise to an organization where accuracy, compliance, and thoughtful processes directly support complex R&D programs and the people behind them. We're also 100% employee-owned through an Employee Stock Ownership Plan (ESOP). Eligible employees have the opportunity to share in the value they help create, giving our people a meaningful stake in Kitware's long-term success. Our employees enjoy a collaborative work environment, flexibility in their assignments, significant independence, and the opportunity to take ownership of their work. Benefits include: Six weeks of paid time off Flexible working hours Competitive compensation 401(k) Health and life insurance Short- and long-term disability insurance Tuition reimbursement Free coffee, drinks, and snacks For more information on our benefit offerings, please visit: https://www.kitware.com/careers/. Living & Working in New York's Capital Region This position is offered exclusively at Kitware's Clifton Park, NY headquarters, putting you in the heart of New York's Capital Region. This area offers the conveniences and culture of city living with a distinctly small-town feel. From Broadway shows and outdoor concerts to a strong local dining scene, there’s plenty to do without the pace of a larger metropolitan area. What really sets the region apart is its access to the outdoors. With an abundance of parks, lakes, nature preserves, and trails, outdoor recreation is part of life year-round - from hiking and boating in the warmer months to skiing and snowshoeing in the winter. Kitware's Clifton Park headquarters includes collaborative gathering spaces, an oversized kitchen stocked with beverages and snacks, and an expansive outdoor patio. Equal Employment Opportunity Kitware actively subscribes to a policy of equal employment opportunity. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, age, protected veteran status, uniformed service member status, or any other characteristics protected by applicable law. If you need assistance with applying or interviewing for a role due to a disability or special need, please reach out directly to our HR team at hr@kitware.com at any time during the hiring process. Any unsolicited resume sent to Kitware, including to Kitware's mailing addresses, fax machines or email addresses, whether directly to Kitware employees or to Kitware's applicant tracking system, will be considered Kitware property. Kitware will not pay a fee for any placement resulting from the receipt of an unsolicited resume, and will consider any candidate submitted by a recruitment agency without a fully executed contract with Kitware to have been referred free of any charges or fees. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job DescriptionBenefits: • 401(k), • 401(k) matching, • Dental insurance, • Health insurance, • Opportunity for advancement, • Paid time off, • Vision insurance About OASIS: OASIS (Outsourced Accounting Services & In-house Solutions) delivers strategic financial oversight for family offices, nonprofits, and SMBs. Our team supports clients through bookkeeping, compliance, and reporting—powered by cutting-edge technology and a people-first culture. Overview: As a Senior Associate at OASIS, you’ll manage daily accounting operations across client engagements, working closely with Controllers and CFOs to execute consistent, high-quality service delivery. Responsibilities: • Lead full-cycle bookkeeping, month-end close, and reconciliations for assigned clients, • Prepare custom financial reporting packages and variance analyses, • Oversee compliance tasks including sales tax and 1099 filings, • Mentor junior associates and review their work for accuracy, • Coordinate with third-party systems such as Bill.com and ADP, • Support periodic budgeting, forecasting, and audit preparation Qualifications: • Bachelor’s in Accounting or Finance; CPA track preferred, • 3–5 years’ experience in public accounting or industry, • Experience with multi-entity environments and nonprofit or SMB clients is a plus, • Advanced proficiency in QuickBooks Online and Excel

Job DescriptionBenefits: • Earned Wage Access, • Bonus based on performance, • Competitive salary, • Employee discounts, • Flexible schedule, • Opportunity for advancement, • Signing bonus, • Training & development Calling all Experienced Tax Preparers! Join our team for an exciting seasonal opportunity that offers flexible schedules. Leverage your tax expertise, business background, and knowledge of tax laws to propel you to the next level. You will provide exceptional client service while connecting with clients in a fun, fast-paced environment. Don't miss out on this opportunity to make a difference for the hardest working! $150 Sign-On Bonus for new employees! Terms apply 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 taxesAdditional Perks:, • Full-time and part-time positions are available, • Flexible Schedule Options – Work that works for you!, • Work Lotto (Win money for logged shifts), • Low-cost benefits (healthcare, dental & vision), • Teladoc (Unlimited Teladoc sessions for you and your whole household for $18 per month), • Free identity theft protection, • Corporate discount program, • Free tax preparation training and PTIN registration reimbursement, • Referral bonus opportunities are available for referring qualified candidates, • Free continuing tax education, • Enrolled Agent materials and testing reimbursement, • Opportunities for advancement within the organization, • Employee referral program & sign-on bonus for new Tax Preparers (terms apply), • Medical & Prescription benefit option (eligible to participate after working 1,560 hours annually), • 401k with Company Match (eligible to participate after working the first 1,000 hours), • Earned Wage Access – access a portion of your earned wages before payday when you need itIf you're looking for a rewarding opportunity to learn new skills and make an impact, apply today

About the Firm \n \n Devino CPA, PLLC is a growing accounting firm based in Clifton Park, NY. We provide tax and accounting services to individuals and small businesses across the Capital Region and throughout New York State. \n \n Our services include business and individual tax preparation, tax planning, ongoing accounting support, and small business advisory. We work closely with clients to help them meet their tax obligations, maintain accurate financial records, and make informed business decisions. While we serve clients year-round, our workload varies seasonally, as is common in our industry. Our peak service times are February through mid-April and late August through mid-October. \n \n The firm is built on a foundation of technical expertise and a commitment to delivering exceptional service. We utilize modern technology to work efficiently and provide a seamless and paperless client experience, allowing us to serve clients wherever they may be physically located. \n \n We’re currently seeking an Accounting Assistant who wants to contribute to the growth of the firm while developing their own skills. You’ll work directly with the firm’s owner, gain exposure to both client engagements and firm operations, and help improve how we serve clients. \n \n About the Role \n \n The Accounting Assistant role supports client accounting and tax engagements, as well as the daily internal operations of the firm. This position combines administrative, bookkeeping, and tax preparation support responsibilities. \n \n This opportunity is well suited for someone who enjoys learning, is interested in supporting the local small business community, and wants to build a career in the accounting profession. As your skills develop and the firm continues to grow, there may be potential to take on additional responsibilities and advance in either the operational or technical aspects of the firm. \n \n This is a hybrid position with a combination of remote work and time in our Clifton Park office. Regular in-office availability is required, with additional time in the office during initial training. \n \n This is a part-time position requiring 20-25 hours per week on average, with additional hours required during peak service times. Our target start date is early November 2026. \n \n Responsibilities \n \n Client Service and Administrative \n \n\n • Manage routine client communications and requests.\n, • Coordinate scheduling and manage calendars.\n, • Maintain and update the firm’s client database.\n, • Assist with new client inquiries and support the new client onboarding process.\n, • Assist with internal projects and general administrative duties as needed.\n\n \n Accounting and Bookkeeping \n \n\n • Enter and categorize transactions in QuickBooks Online.\n, • Reconcile bank, credit card, and loan accounts as part of monthly and quarterly accounting engagements.\n, • Identify missing information or discrepancies and follow up with clients as needed.\n, • Prepare organized and accurate accounting reports for CPA review, including Balance Sheet and Profit and Loss statements.\n, • Assist with year-end processes to support tax planning and tax preparation engagements.\n\n \n Tax Preparation Support \n \n\n • Assist with our tax return intake process including requesting, tracking, and organizing client tax documents and information.\n, • Enter and verify general client information and common tax forms into tax preparation software.\n, • Assist with tax return assembly and delivery.\n\n \n Qualifications \n \n\n • Associate’s degree in accounting or equivalent certificate.\n, • At least two years of experience in either accounting, bookkeeping, or administrative roles.\n, • Proficiency with QuickBooks Online or similar cloud-based accounting platforms.\n, • Strong knowledge of accounting fundamentals and journal entries.\n, • Strong technology skills and an interest in learning new tools, including AI platforms and software integrations.\n, • Proficiency with Microsoft Office and Google Workspace.\n, • Familiarity with file-sharing and electronic signature platforms (e.g. ShareFile, Docusign, etc.).\n, • Strong organizational skills and attention to detail.\n, • Clear and professional written and verbal communication.\n, • Positive and friendly demeanor with strong interpersonal skills.\n, • Ability to manage multiple priorities and work independently in a fast-paced environment.\n\n \n Preferred Qualifications \n \n\n • Bachelor's degree in accounting.\n, • QuickBooks Online ProAdvisor certification.\n, • Experience using professional tax preparation software.\n, • Experience working in a New York State CPA firm.\n, • Experience working with CRM systems.\n\n \n What We Offer \n \n\n • Part-time, flexible work schedule.\n, • Hybrid work arrangements.\n, • An excellent learning opportunity to build skills in the accounting profession.\n, • Exposure to modern, cloud-based tools and systems.\n\n \n Compensation \n \n\n • $22 - $30 per hour, determined by a candidate's experience and qualifications.\n

JOB SUMMARY Senior Accountants work closely with others in the firm to assist our clients, management, owners and/or others charged with governance of privately held businesses, not for profit organizations, governmental entities, employee benefit plans and individuals. The Senior Accountant provides accounting, auditing, tax and/or other consulting services to clients within established firm and accounting guidelines with minimal supervision. Other reasonable duties as assigned. ESSENTIAL FUNCTIONS In general, approximately 80% - 85% of your time will be associated with these assigned tasks to include but are not limited to: 1. Perform planning and fieldwork procedures in accounting and auditing engagements (including client inquiry, analytics and testing)., 2. Preparation of financial statements, 3. Prepare federal and state income tax returns for corporate, individual, partnership, fiduciary, trusts, estates and non-profits., 4. Prepare any other governmental filing as necessary., 5. Perform basic accounting functions including bookkeeping, and reconciliations, 6. Research accounting and/or tax standards and applicable legislation., 7. Build communication skills with internal teams and management., 8. Start to build relationships with clients. May serve as primary contact with a client., 9. Oversee staff accountants and interns on assigned engagements. The remaining 15% - 20% of your time will likely be devoted to the following: 1. Participate in firm directed CPE and on the job training., 2. Networking and business development, 3. In-house projects (committees, working groups, etc.), 4. Mentoring, training, development of newer staff MINIMUM REQUIREMENTS Candidates must have a B.S. in Accounting or a closely related degree. MST, MSA or other industry related graduate degree is preferred. 150 relevant Credit Hours (As required for the CPA Exam) and should be on the CPA career track and working towards obtaining your CPA License. Candidates should also have a basic knowledge of accounting concepts. At least one year of relevant professional work experience. Candidates must also have strong computer, communication and interpersonal skills, be organized, detail-oriented, energetic, and have a desire to learn. Must be able to excel in deadline-driven environment. Integrity, with an ability to handle confidential information is critical to this role. In addition, client contact is required, and this individual should be able to communicate effectively with client employees and members of a clients management. Compensation details: 69000-88000 Yearly Salary PI83b8ded129d4-26289-37167719

Job Description Our Story Archer Lewis is a national accounting and advisory firm established in 2024 from local practice mergers, leveraging over 70 years of legacy. With 40+ offices and over 600+ professionals, we serve 65,000+ clients. Our approach blends small-firm relationships with national capabilities in bookkeeping, tax, advisory, and growth planning. We adapt to client preferences for in-person or online interactions, ensuring they connect with professionals who understand their specific needs. Your Future Team Accounting For All has been serving clients in the Clifton Park community since 1987, providing accounting, bookkeeping, tax preparation, and advisory services to individuals and small to mid-sized businesses. We focus on delivering accurate work, practical guidance, and a reliable client experience. Our office operates in a fast-paced environment where organization, responsiveness, and attention to detail matter. As part of Archer Lewis, we now have access to expanded tools, resources, and support while continuing to deliver the same level of service our clients expect. This combination allows us to operate efficiently at a local level while being backed by a broader national platform. What You'll Do As an Administrative Coordinator, you will serve as a highly visible and integral member of the team, ensuring the seamless day-to-day operations of the office while delivering an exceptional client experience. Acting as the first point of contact for clients and visitors, you will create a welcoming and professional environment and serve as a key support partner to internal teams. This role requires strong organizational skills, adaptability, and a proactive, service-oriented mindset. You will thrive in a fast-paced environment, particularly during peak tax season, when priorities shift and workload increases. Success in this role depends on your ability to manage multiple responsibilities, maintain attention to detail, and provide high-quality support under pressure. • Serve as the face of the office by welcoming clients and visitors, creating a professional, friendly, and responsive environment, • Manage front desk operations including answering phones, routing calls, and handling general inquiries with accuracy and efficiency, • Maintain a clean, organized, and fully operational office environment, including managing supplies, coordinating vendors, and resolving facility-related needs, • Receive, sort, and distribute incoming mail, deliveries, and client documents; prepare and process outgoing mail and shipments, • Support document management processes including scanning, filing, organizing, and maintaining accurate records in a paperless environment, • Assist with client financial transactions including receiving payments, preparing deposits, and supporting basic bookkeeping or accounting-related administrative tasks, • Provide direct administrative support to accounting and operations teams, including data entry, reconciliation support, and client file maintenance, • Assist with tax workflow processes, including organizing client documents, processing tax returns, and supporting e-filing activities during peak periods, • Coordinate schedules, meetings, and internal activities, ensuring logistics and materials are prepared in advance, • Support special projects, reporting, and research initiatives as assigned by leadership, • Proactively identify opportunities to improve administrative workflows, organization, and office efficiency, • Adapt to seasonal business needs, with increased hours and responsibilities during peak tax season What You'll Bring • Associate's degree or equivalent experience preferred, • 2+ years of administrative, office coordination, or customer-facing experience, • Strong proficiency in Microsoft Office Suite (Word, Excel, Outlook), • Experience working in a paperless or digital document environment preferred, • Excellent organizational, multitasking, and time-management skills, • Strong interpersonal and written/verbal communication skills, • High attention to detail and ability to manage confidential information with discretion, • Demonstrated emotional intelligence, including professionalism, empathy, and sound judgment, • Self-motivated with the ability to prioritize tasks and work independently in a part-time capacity, • Willingness to be flexible with scheduling, including increased hours during peak tax season What We Offer • Medical, Dental & Vision Insurance (Coverage begins on the first of the month following your start date.), • Paid Parental Leave, • 401(k) Matching Program, • Pre-Tax Commuter Benefits, • Pet Insurance, • Unlimited Flexible Time Off, • 7 Company‑Paid Holidays, • Employee Assistance Program (EAP), • Eligible for an annual performance-based bonus of up to 3% of base salary, based on individual and company performance. Compensation Range $18—$21 USD Applicant Privacy Notice: By applying for a position with Archer Lewis, you acknowledge that we may collect, use, store, and process your personal information for recruiting, hiring, legal compliance, and employment-related business purposes. We do not sell candidate personal information. For privacy-related questions or requests, please contact careers@archerlewis.com. Equal Employment Opportunity: Archer Lewis is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. Work Authorization Requirement: Applicants must be legally authorized to work in the United States without current or future employer sponsorship unless otherwise stated in the job posting.

As a seasonal Experienced Tax Professional at H&R Block, you are a trusted advisor who helps clients navigate complex tax situations with confidence. You'll use your expertise to prepare accurate returns, uncover savings opportunities, and build lasting client relationships backed by industry-leading training and technology, a competitive hourly rate, and an incentive plan that rewards your impact as you build your tax expertise and serve clients. Whether you're looking for meaningful seasonal work or a path to grow in tax and financial services, this is the place. This role is in-person at a local H&R Block tax office. Responsibilities: • Prepare complete, accurate tax returns for clients with diverse and complex tax situations, including individual and business returns, • Conduct in-depth client interviews to understand financial situations, life changes, and tax implications then provide clear, personalized recommendations, • Build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and relevant H&R Block products, • Provide IRS support, tax notice assistance, and audit guidance to clients as needed., • Collaborate with team members, share knowledge, and contribute to a positive, client-focused office environment Required Qualifications: • Successful completion of the H&R Block Tax Knowledge Assessment 1, • Minimum 1 year of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns, • Experience working in a client facing, consultative, or advisory role, • Strong verbal and written communication skills, including the ability to explain tax concepts in client-friendly language, • Must complete continuing education and meet all other IRS and applicable state requirements, • High school diploma / GED / equivalent required Preferred Qualifications: • Bachelor's degree in accounting, finance or a related field, • 5+ years of experience in tax preparation, accounting, finance, bookkeeping, • CPA or Enrolled Agent (EA), or other IRS Circular 230 credential, • Experience completing complex returns, tax planning, audit support, or tax notice resolution, • Familiarity with GoSystem or Ultratax software, • Familiarity with AI-powered tools (e.g., Microsoft Copilot, ChatGPT), • Experience in a consultative or advisory client relationship role (financial advising, insurance, or professional services) Why work for us: At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we've led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation. That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work. 1 - Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment. Pay Range Information: The pay range for this position is listed below. Local minimum wage laws apply. This information is posted pursuant to local requirements to provide applicants with information about what they might be eligible to receive. Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed. Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan. Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage; can participate in the H&R Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident Insurance; and receive Associate Tax Prep benefit. Pay Range: $16.00 - $80.00/Hr. Sponsored Job: Miller-30434-SARATOGA SPRINGS NY

Calling all experienced tax preparers! Join our team for an exciting seasonal opportunity that offers flexible schedules. Leverage your tax expertise, business background, and knowledge of tax laws to propel you to the next level. You will provide exceptional client service while connecting with clients in a fun, fast-paced environment. Don't miss out on this opportunity to make a difference for the hardest working! $150 sign-on bonus for new employees! Terms apply 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 Additional perks: • Full-time and part-time positions are available, • Flexible schedule options work that works for you!, • Work Lotto (win money for logged shifts), • Low-cost benefits (healthcare, dental & vision), • Teladoc (unlimited Teladoc sessions for you and your whole household for $18 per month), • Free identity theft protection, • Corporate discount program, • Free tax preparation training and PTIN registration reimbursement, • Referral bonus opportunities are available for referring qualified candidates, • Free continuing tax education, • Enrolled Agent materials and testing reimbursement, • Opportunities for advancement within the organization, • Employee referral program & sign-on bonus for new Tax Preparers (terms apply), • Medical & Prescription benefit option (eligible to participate after working 1,560 hours annually), • 401k with company match (eligible to participate after working the first 1,000 hours), • Earned wage access access a portion of your earned wages before payday when you need it If you're looking for a rewarding opportunity to learn new skills and make an impact, apply today. Compensation: $18.00 - $22.00 per hour Jackson Hewitt is a national brand with local heart. After 40+ years and our name on over 65 million returns, we're not only committed to providing a better tax experience for the hardest-working Americans, but we also strive to change the lives in our communities for the better, too. We offer a full suite of tax preparation services and guidance. Join us. At Jackson Hewitt, we're proud to offer tax training to beginners and continuing education courses for more seasoned Tax Pros. We offer on-the-job mentorships too, and we're always championing your professional success and personal goals. Enjoy a flexible schedule and work that works around you for a change. Plus, start earning extra income and learning a recession-proof life skill now.

Job Description About the RoleGTM is seeking a dynamic and relationship-driven Business Development professional to build and expand strategic partnerships with CPAs, accounting firms, and family offices to drive referrals and increase conversion rates for our household division. This role is ideal for a polished professional who thrives in consultative environments and can position GTM's household services as a trusted extension of financial advisory offerings.You'll play a key role in driving high-value referrals, strengthening partner relationships, and elevating GTM's presence within the accounting and advisory community.What You'll DoDevelop and execute a targeted strategy to grow referral partnerships with CPA firms and family offices to increase referrasl to our household divisionBuild and manage a pipeline of active and prospective partnersConduct outreach via phone, email, and in-person meetings to establish new relationshipsMaintain ongoing partner engagement through regular check-ins and strategic touchpointsDeliver CPE presentations (virtual and in-person) to educate partners on GTM servicesPosition GTM as a value-added solution that enhances client offeringsProvide partners with insights, tools, and resources to better serve their clientsTrack referral activity, conversion rates, and overall channel performanceCollaborate with internal teams to ensure a seamless referral and client experienceRepresent GTM at industry events, conferences, and networking opportunitiesPartner with Marketing on campaigns and content tailored to the accounting audienceMaintain accurate partner activity records in CRM systemsWhat You BringStrong communication and relationship-building skillsAbility to influence, consult, and overcome objectionsHigh attention to detail and strong organizational skillsAbility to manage multiple priorities and partnerships simultaneouslyProficiency with Microsoft Office and CRM platformsQualificationsBachelor's degree required5+ years of experience in business development, partnerships, or marketingExperience in payroll, tax, insurance, HR, or related industries preferredExperience with consultative sales or phone-based outreach is a plusWhat Sets You ApartExecutive presence and ability to build trust with financial professionalsExperience presenting to professional audiences (CPE or similar)Strategic mindset with a focus on long-term partnership growthHigh level of professionalism and business acumenWhy Join GTM?Opportunity to build and own a high-impact partner channelCollaborative, growth-focused environmentVisibility with leadership and key industry stakeholdersCompetitive compensation and benefits packageIf you're a strategic relationship builder who can confidently engage financial professionals and drive meaningful partnerships, we'd love to hear from you.

Job Description The Operations Manager - Payroll, Tax & HCM plays a critical role in supporting the Vice President of Operations by overseeing and optimizing the day-to-day operational functions across payroll, tax, ASO, and PEO services. This position is ideal for a seasoned operations professional who thrives in complex environments, values accuracy and compliance, and enjoys working at the intersection of systems, data, and process improvement.This role partners closely with internal teams, outsourced IT providers, and leadership to ensure operational excellence, strong reporting, and high client satisfaction.Key ResponsibilitiesOversee daily operational activities across payroll, tax, ASO, and PEO services to ensure accuracy, timeliness, and compliance.Monitor workflows, system performance, and integrations; escalate and coordinate issue resolution with internal teams and outsourced IT partners.Serve as the primary operational liaison for outsourced IT providers, supporting system enhancements, infrastructure needs, and issue resolution.Develop, prepare, and analyze operational reports, KPIs, dashboards, and performance metrics for leadership.Conduct data analysis to identify trends, risks, inefficiencies, and opportunities for continuous improvement.Support tax operations, including monitoring regulatory updates, reviewing exception reports, ensuring timely filings, and assisting with audit responses.Maintain and update process documentation, SOPs, and operational workflows.Coordinate operational projects, including client onboarding oversight, cross-functional initiatives, and process improvement efforts.Monitor compliance with internal controls, operational policies, and audit requirements.Assist with system testing, enhancements, and change management initiatives.Support training and knowledge-sharing efforts within the operations team.Partner with the VP of Operations on strategic initiatives, operational planning, and business continuity efforts.Knowledge, Skills & AbilitiesStrong knowledge of payroll processes, tax filing requirements, and operational compliance.Familiarity with ASO and PEO service models preferred.Experience with payroll/HCM platforms and reporting tools (isolved preferred).Advanced proficiency in Microsoft Excel; strong working knowledge of Word, Outlook, and PowerPoint.Excellent report-writing skills with the ability to extract, customize, and present data in clear, user-friendly formats.Analytical mindset with strong problem-solving and decision-making capabilities.Excellent written and verbal communication skills.Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment.Proven ability to work cross-functionally and influence outcomes without direct authority.High level of professionalism and discretion when handling confidential information.Minimum QualificationsBachelor's degree in Business Administration, Accounting, Human Resources, Information Systems, or a related field preferred.8+ years of experience in operations, payroll, tax, or related leadership-support roles within ASO/PEO or similar environments.Hands-on experience with payroll/HCM systems (isolved preferred).Experience coordinating with vendors or outsourced IT partners is a plus.What Success Looks LikeConsistent delivery of accurate, compliant, and efficient operational outcomes.Proactive identification and resolution of operational issues.Strong, actionable reporting that supports leadership decision-making.Effective collaboration across teams and external partners.A balance of strategic thinking and hands-on execution.Why Join UsOpportunity to play a key role in a growing, service-focused organizationDirect partnership with executive leadershipMeaningful impact on systems, processes, and client outcomesCollaborative and professional work environment