Trabajos technical accounting en Estados Unidos

Investment Tax Manager Corporate Tax Department Full Time Boston, MA or New York, NY This is an individual contributor role The Opportunity The Investment Manager - Provisions will partner closely with senior leadership to manage day-to-day operations across our investment tax portfolio, spanning provision, compliance, and deferred tax processes for life insurance investment assets including securities, bonds, partnerships, derivatives, and real estate. The Investment Tax Manager will have the opportunity to develop leadership capabilities and drive meaningful process improvements. The role requires strong tax technical skills combined with operational excellence and the ability to execute in a fast-paced, complex environment. The Team As an Investment Tax Manager - Provisions, you will be a member of the Investment Tax team within the Corporate Tax Department, part of our Controllers Organization. The Corporate Tax Department is comprised of high-performing, collaborative, and agile tax professionals who are motivated by challenging work that delivers sustained value and a culture of accountability. The Impact • Drive day-to-day execution of tax provision (ASC 740), compliance, and deferred tax reconciliation processes across all investment asset classes, ensuring accuracy and timeliness of deliverables, • Provide technical tax guidance to team members on investment taxation matters, researching and resolving moderately complex technical issues independently, • Identify and resolve data integrity issues within investment accounting systems; develop and execute proactive error detection processes to improve accuracy of tax results, • Coordinate workflow and priorities across technical tax staff covering fixed income, partnerships, derivatives, and real estate portfolios, • Support ad hoc investment transaction analysis and tax planning, coordinating with tax planning, legal, investment management, and external partners, • Partner with external auditors during tax provision and compliance reviews, addressing technical inquiries and supporting documentation requests, • Identify process improvement opportunities and lead initiatives to increase efficiency, reduce risk, and enhance controls, • Mentor and develop tax professionals, providing coaching and fostering professional growth across the team, • Represent the investment tax function in cross-functional meetings and build strong relationships across finance, investments, and operations The Minimum Qualifications • CPA or certification in process or Enrolled Agent, • Bachelor's Degree, • 7+ years of tax experience from public accounting or financial services, • 5+ years of Income tax (ASC740) provision experience The Ideal Qualifications • 8+ years of progressive tax experience in public accounting, corporate tax, or both, including complex tax matters, • Insurance or asset management tax experience, with exposure to investment taxation across asset classes, • Experience with tax technology, ERP systems, and system implementations, • Passion for leveraging technology, automation, data analytics, and AI to improve processes and efficiency, • Proven success leading transformation, process improvement, or change management initiatives, • Experience mentoring, developing, or leading tax professionals, • Strong analytical, problem-solving, and data management skills, • Ability to manage multiple priorities and deliver results in a fast-paced environment, • Project management experience; certification preferred, • Experience with deferred tax accounting, reconciliations, audits, and auditor relationships, • Self-starter with a track record of ownership, initiative, and execution, • Strategic thinker with a hands-on approach to delivering results, • Excellent communication skills with the ability to simplify complex tax concepts for diverse audiences What to Expect as Part of the Team • Regular meetings with the Investment Tax Team, • Focused one-on-one meetings with your manager, • Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran and disability-focused Business Resource Groups, • Access to learning content on Degreed and other informational platforms, • Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits #LI-CR37 MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. California residents: For detailed information about your rights under the California Consumer Privacy Act (CCPA), please visit our _ page.

Come join Payroll Tax Operations (PTO) as a senior payroll tax expert and Subject Matter Expert (SME) on a team responsible for the end-to-end resolution of payroll tax issues across Notices, Corrections, and Amendments. The Staff Payroll Tax Processor is a technical lead and catalyst for the team, spending significant time as a resource for less experienced staff while independently owning the most complex cases in the queue. We are looking for a driven, expert-level payroll tax professional with a passion for solving hard problems, building team capability, and continuously improving the processes that deliver for our customers. This role is primarily about fixing payroll tax problems, not running payroll. The Staff Payroll Tax Processor resolves complex State and Federal tax notices, prepares and files amended returns across multiple states, corrects multi-period payroll tax errors, and ensures that the knowledge to resolve those issues gets transferred to the team. Candidates whose experience is concentrated in payroll processing rather than tax defect resolution will not be the right fit. About SelectTime SelectTime employees provide virtual expert services directly to Intuit’s customers, working year-round with flexible hours and schedules. This role has a minimum of 20 hours per week with the option to flex up to 40 hours per week based on business need. As an hourly, non-exempt position, this role is eligible for overtime pay. • Resolve the most complex State and Federal payroll tax notices in the team's queue, including multi-quarter, multi-state, and penalty assessment scenarios, owning the full case lifecycle from intake and root-cause analysis through agency response, submission, and confirmed closure., • Prepare and file amended Federal and State payroll tax returns (Form 941-X and state equivalents) across 10+ states end-to-end, including reconciliation to the original return, recomputed liability schedules, W-2c preparation, and SSA reconciliation., • Diagnose and resolve payroll tax errors spanning multiple pay periods or jurisdictions; trace discrepancies to the originating payroll run, determine tax impact across all affected quarters, and drive the complete correction workflow to confirmed resolution., • Maintain high productivity case resolution, resolving customer Correction, Amendment, and Notice resolution requests with high accuracy., • Monitor team WIP daily; identify aging cases, stuck holds, and Known Issues (KIs); resolve barriers proactively and bring systemic blockers to M1 with root-cause analysis and a recommended resolution path., • Serve as the primary real-time resource for Senior Payroll Tax Processors, answering questions via Slack, Zoom, and side-by-side sessions while teaching the resolution process so the team builds capability, not dependency., • Conduct structured coaching sessions at least once per quarter with each assigned team member using the SBIC feedback model; increase frequency for agents who are underperforming or working through a learning gap., • Contribute to team huddles, group QA sessions, and process meetings., • Author, review, and approve SOPs and Knowledge Base (KB) articles for core processes; identify recurring error patterns in QA data and bring corrective action recommendations to M1., • Identify trends and emerging compliance issues; communicate findings to M1 and relevant stakeholders with a recommended response; drive implementation of resolutions., • Support cross-functional collaboration with Corrections, Amendments, Pay & File, and Tax Notice teams to resolve interconnected customer issues end-to-end., • 4+ years of payroll tax experience with a demonstrated focus on tax defect resolution for notice response, amended return preparation, and payroll error correction across multiple states., • Expert knowledge of State and Federal payroll tax notice types; proven ability to independently draft penalty abatement requests and formal agency response letters with complete supporting documentation., • Hands-on experience preparing and approving amended Federal (Form 941-X, W-2c) and State payroll tax returns across all states, including jurisdictions with complex local requirements such as PA, OH, and more., • Deep knowledge of federal payroll tax law: FICA, FUTA, FITW, employment tax deposit schedules, and associated penalty and interest structures., • Multi-state payroll tax expertise: reciprocal agreements, resident and nonresident taxation, SUI account management, and local tax compliance across multiple jurisdictions., • Prior experience functioning as a lead, senior specialist, or SME; able to provide specific examples of coaching or training junior staff through complex resolution scenarios., • Deep knowledge of federal and state tax payment and filing regulations across all US jurisdictions; advanced Excel skills for reconciliation and audit trail work., • Strong written communication skills; SOPs and KB articles must be accurate, actionable, and written for a Tax processor audience without requiring revision., • Associate's or Bachelor's degree in Accounting, Finance, or Business preferred; equivalent experience accepted., • Certified Payroll Professional (CPP) preferred; expected within 18 months of Staff Payroll Tax Processor placement. FPC accepted for candidates with 5+ years of demonstrated tax defect resolution experience. Enrolled Agent (EA) is a strong differentiator., • Experience at a payroll service bureau, PEO, or multi-client payroll tax operations environment strongly preferred. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $40.50 - $54.50 Southern California: $40.50 - $54.50 Colorado: $32.00 - $43.50 District of Columbia: $32.00 - $43.50 Hawaii: $33.50 - $45.50 Illinois: $32.00 - $43.50 Maine: $29.00 - $39.50 Maryland: $32.00 - $43.50 Massachusetts: $33.50 - $45.50 Minnesota: $29.00 - $39.50 New Jersey: $33.50 - $45.50 New York: $40.50 - $54.50 Ohio: $29.00 - $39.50 Vermont: $32.00 - $43.50 Virginia: $32.00 - $43.50 Washington: $33.50 - $45.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Head of Investor Relations | DeepTech (hardware + AI) | NYC \n Hybrid working environment (Manhattan, NYC) \n $250/270k + bonus + equity \n \n Talentedge are partnering with a VC backed DeepTech company, spanning advanced hardware and AI. Backed by leading venture capital investors, the company has raised substantial capital to fund the development of its technology and is entering its next phase of growth, marked by an expanding footprint in the United States and a deepening bench of institutional investors. As part of this growth, the company is building out a New York presence and hiring its first dedicated Investor Relations Lead. \n \n This is a rare opportunity to build the Investor Relations function from the ground up at a high-growth, capital-intensive DeepTech business. Reporting into the CFO, the Head of Investor Relations will own the company's relationships with existing and prospective investors, shape how the equity story is told to the market and be a central partner in future fundraising rounds. This role suits someone who has trained in investment banking and has since moved in-house to operate as a builder inside fast-growing, venture-backed technology or hardware companies — ideally with first-hand experience supporting the kind of large, complex rounds ($100m+) that capital-intensive DeepTech businesses require. \n \n Key responsibilities: \n\n • Own Investor Relations end-to-end: act as the company's first dedicated IR hire, building the strategy, processes, and infrastructure for how the company engages with its investor base.\n, • Lead investor relationships: serve as a trusted, day-to-day point of contact for existing institutional investors (VC and growth equity), and cultivate relationships with prospective investors ahead of future rounds.\n, • Drive fundraising execution: partner closely with the CEO, CFO, and Finance team to prepare for and run future capital raises, including data room management, due diligence coordination, investor materials, and process management for $100m+ rounds.\n, • Shape the equity narrative: craft and continually refine the company's investment thesis and equity story, translating complex hardware and AI technology and R&D roadmaps into a compelling narrative for financial audiences.\n, • Own investor communications: manage the cadence of investor updates, quarterly reporting, board materials support, and responses to ad hoc investor queries.\n, • Build IR infrastructure: stand up the systems, trackers, and processes (e.g. investor CRM, reporting templates, KPI packs) needed to run a professional IR function at scale.\n, • Represent the company externally: attend and, over time, help organize investor conferences, roadshows, and relevant industry events.\n, • Plan ahead: help the leadership team think through the company's long-term capital strategy, including potential future growth equity, crossover, or pre-IPO investors as the business matures.\n, • Cross-functional partnership: work closely with Finance, Legal, and Communications to ensure investor-facing messaging is accurate, consistent, and aligned with broader company narrative.\n\n \n Profile: \n\n • Investment banking foundation: trained in investment banking, ideally with exposure to technology, hardware, industrials, or growth equity coverage.\n, • Operator experience: has since moved in-house and worked as an operator (e.g. in Investor Relations, Corporate Development) at one or more VC backed hardware or technology startups/scaleups.\n, • Track record with large rounds: direct experience supporting or leading fundraising processes for VC backed companies that have consistently closed $100m+ rounds (e.g. Series C and beyond, or large growth rounds).\n, • Comfort with capital-intensive businesses: understands the funding dynamics, capital intensity, and longer development and commercialization cycles typical of hardware and DeepTech companies.\n, • Financial fluency: strong financial modeling, valuation, and analytical skills, with the ability to translate technical and operational detail into an investor-ready narrative.\n, • Builder mindset: excited to build a function from scratch as a first hire; highly organized, self-directed, and comfortable operating with a high degree of ownership and ambiguity.\n, • Relationships: existing relationships across the growth-stage and late-stage venture ecosystem (VC and crossover investors) are a strong plus.\n\n \n Talentedge are a leading & accounting recruiter for the tech and media startup & scaleup community across New York & London.

This Senior Tax Manager opportunity is for a real estate tax leader who wants to do more than oversee compliance. You will lead complex engagements, advise clients on consequential tax decisions, develop the professionals around you, and help shape the direction of a growing practice. \n \n You will own tax relationships with real estate owners, investors, and businesses, serving as a senior advisor on planning, partnership structures, transactions, and complex federal, state, and local tax matters. From setting engagement strategy through final delivery, you will bring technical judgment to the issues that matter most to clients and work across the practice to turn that expertise into practical advice. \n \n Leadership is central to the role. You will set priorities across engagements, uphold technical quality, mentor and develop tax professionals, and help deepen client relationships. This is an opportunity to influence how the team operates and grows, not simply manage a portfolio of returns. \n \n The ideal candidate brings substantial public accounting experience in real estate tax, deep knowledge of partnership taxation and complex flow-through structures, and a demonstrated ability to lead engagements and advise clients directly. A CPA or other relevant advanced tax credential is preferred. \n \n The role offers a hybrid schedule, a collaborative and technically strong team, and a competitive benefits package. You will have the autonomy to own client relationships and the opportunity to build toward broader practice leadership.

COMPENSATION & BENEFITS \n \n $120,000 – $140,000 annually, based on experience. \n • 401(k) plan \n • Health insurance \n • Dental and vision coverage \n • Paid time off \n • Career growth opportunity to advance into an Operations Manager or Financial Advisor role \n \n This role supports our financial advisors by managing the day-to-day operational and client service functions of the practice, from new account opening through ongoing account servicing, reporting, and compliance recordkeeping. \n \n NEW ACCOUNTS & ONBOARDING \n • Open new accounts in Wealthscape — individual, joint, trust, entity, IRA, Roth, inherited IRA, and 529 registrations \n • Route documents through eSignature (DocuSign) and track envelope status to completion \n • Review submissions for NIGO items, work Wealthscape requirements and alerts, and follow up with Fidelity service teams until accounts are in good order \n • Initiate and monitor ACATS and non-ACATS transfers using the Transfer of Assets tool; track through funding and notify advisors of delays or rejects \n • Verify CIP/KYC documentation and establish client records in the CRM \n • Enroll clients in Wealthscape Investor, eDelivery, checkwriting, and debit card features \n \n ACCOUNT SERVICING & MAINTENANCE \n • Process address, beneficiary, registration, and standing instruction updates \n • Set up and process money movement: EFT/ACH, wires, journals (book-to-book), contributions, distributions, and RMDs \n • Handle Roth conversions, 60-day rollovers, and IRA recharacterizations \n • Process date-of-death transfers, inherited IRA setups, and account closures \n • Complete margin and options agreements; monitor and resolve Reg T and cash account calls \n • Serve as day-to-day contact for client service requests, portal access, and login or technical issues \n • Support alternative investment paperwork and custody documentation \n \n DATA, REPORTING & BILLING \n • Run and submit advisory fee billing through Wealthscape; verify fee schedules and reconcile fees received \n • Assist clients and advisors with statements, trade confirms, and tax forms (1099, 5498, 1099-R) \n \n COMPLIANCE & RECORDKEEPING \n • Maintain books and records in accordance with the firm's written supervisory procedures \n • Ensure advisory agreements, Form ADV/CRS delivery, and required disclosures are documented and current \n • Support annual compliance reviews, mock audits, and regulatory or custodian requests \n • Escalate exceptions, suspicious activity, and senior or vulnerable client concerns to the Chief Compliance Officer \n \n PROCESS & SYSTEMS \n • Build and maintain CRM workflows; keep client and household data accurate \n • Document and update standard operating procedures for recurring operational tasks \n • Serve as primary liaison with Fidelity Institutional service, relationship, and transition teams \n • Support integrations between Wealthscape and firm systems via Integration Xchange \n • Identify and implement improvements to reduce turnaround time and error rates \n \n QUALIFICATIONS \n \n • 3+ years of operations or client service experience supporting financial advisors \n • Hands-on experience with Fidelity/NFS Wealthscape strongly preferred \n • Proficiency with CRM and portfolio accounting/reporting systems; strong Excel skills \n • High attention to detail with the ability to manage multiple time-sensitive requests \n • Clear written and verbal communication with clients, advisors, and custodian service teams \n • Bachelor's degree preferred \n \n Series 7 and Series 66 (or Series 65/63) licenses are a major plus.

Lead high-profile private equity fund engagements, mentor talented teams, and accelerate your career with a growing industry leader offering strong compensation, bonus potential, and exposure to complex investment structures! This Jobot Job is hosted by: Brad Trombly Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume. Salary: $100,000 - $170,000 per year A bit about us: A leading private capital services organization is seeking a Fund Accounting Manager to join its expanding fund administration team. This role offers the opportunity to oversee complex private equity fund operations, support premier investment sponsors, and lead teams responsible for critical accounting and reporting functions across the full fund lifecycle. The ideal candidate will bring deep private equity fund accounting expertise, strong leadership capabilities, and a passion for delivering exceptional client service. Why join us? Competitive salary of $100,000 - $170,000 annually Discretionary performance bonus Comprehensive benefits package Exposure to the full private equity fund lifecycle Opportunity to work with newly launched and innovative investment funds Leadership and team development responsibilities Significant career advancement opportunities Ongoing professional and technical development Collaborative, entrepreneurial work environment Opportunity to influence operational efficiencies and process improvements Job Details Partner closely with Directors and Managing Directors to oversee daily fund operations Independently manage accounting and operational activities for private equity funds Serve as a primary point of contact for clients with limited oversight Analyze Limited Partnership Agreements (LPAs) and governing documents to summarize key economics and fund structures Supervise, mentor, and develop accounting team members Oversee preparation and review of capital calls, distributions, financial statements, waterfalls, IRR calculations, and related deliverables Review and approve fund deliverables prior to senior leadership review Perform complex analyses of financial reporting, capital events, and private equity transactions Support onboarding and setup of new client fund structures Drive process improvements and operational efficiency initiatives Ensure delivery of high-quality client service and regulatory compliance Coordinate with internal and external stakeholders on fund reporting matters Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

\n About the Company \n \n We are partnering with a highly respected Top 10 wealth management firm whose Family Office division is seeking a Principal Tax Manager to join its growing New York team. \n \n About the Role \n \n This is a highly visible opportunity for an experienced CPA who thrives in a client-facing environment and enjoys working on sophisticated individual, trust, gift, foundation, partnership, corporate, and international tax matters. The role offers the opportunity to serve as a trusted advisor to high-net-worth and ultra-high-net-worth families while collaborating with a multidisciplinary wealth management team. \n \n Responsibilities \n \n\n • Review complex individual income tax returns, including multi-state filings\n, • Oversee and review gift, trust, partnership, corporate, and private foundation tax returns\n, • Prepare and review quarterly tax projections, estimated tax calculations, and extensions\n, • Advise high-net-worth individuals and families on tax planning opportunities and financial matters\n, • Conduct tax research and develop solutions for complex tax issues\n, • Assist clients with tax notices, audits, and regulatory matters\n, • Support foreign tax reporting and compliance requirements\n, • Collaborate with wealth advisors, attorneys, investment professionals, and other members of the client service team\n, • Participate in special projects, including forensic accounting and matrimonial analyses\n, • Develop and maintain long-term client relationships while delivering an exceptional client experience\n\n \n Qualifications \n \n\n • CPA designation required\n, • 7+ years of high-net-worth tax preparation and review experience\n\n \n Required Skills \n \n\n • Strong experience with complex individual, trust, gift, partnership, and entity taxation\n, • Advanced tax planning and technical research capabilities\n, • Experience with CCH Axcess Tax, Income Tax Planner, and online tax research platforms\n, • Strong organizational skills with the ability to manage multiple priorities and deadlines\n, • Excellent communication and relationship-management skills\n, • Ability to thrive in a fast-paced, client-focused environment\n\n \n Preferred Skills \n \n\n • Busy Season Hours: Approximately 45 hours per week.\n, • Emphasis on maintaining reasonable non-billable hour expectations.\n, • Non-busy season 40 hours per week\n\n \n Pay range and compensation package \n \n\n • Base Salary: $200,000 - $220,000 + 10-20% Bonus\n, • Comprehensive benefits package includes:\n\n \n\n • Medical, dental, and vision coverage starting on day one\n, • 401(k) with employer match\n, • Flexible PTO\n, • Parental leave\n, • Professional development and continuing education support\n, • Commuter benefits\n, • Community engagement and volunteer opportunities\n\n \n Equal Opportunity Statement \n \n We are committed to diversity and inclusivity. \n

\n Background: \n Wiss is a regional CPA and advisory firm that's been deeply embedded in the Northern NJ community for over 50 years. We serve small to mid-market clients across Tax, Assurance, Advisory, and Wealth Management with a focus on relationships, not transactions. \n \n Wiss is actively seeking a client-centric Tax Partner who demonstrates extensive experience within the construction industry. The ideal candidate will possess a deep understanding of technical tax while providing exceptional client service. \n \n With all the disruption in the public accounting market, at Wiss, we are independent by choice. While much of the profession is consolidating or taking outside capital from Private Equity, we’re building a different model — one focused on long-term careers, strong culture, and better client service. We are also investing heavily in AI and modern finance tools, not to replace our people, but to remove lower-value work and give our professionals more room to advise, think, and grow. \n \n Core Responsibilities: \n\n • Act as a trusted advisor to family-owned businesses, delivering sophisticated tax planning, compliance, and advisory services tailored to the unique needs of construction and engineering clients.\n, • Lead client engagements with a hands-on approach, ensuring technical excellence and proactive communication.\n, • Oversee complex corporate and partnership tax compliance, including preparation and review of S & C Corps and partnership returns, allocations, basis calculations, and multi-tiered entity structures.\n, • Develop and implement tax strategies that support clients' long-term business goals, including succession planning, entity structuring, and transaction support.\n, • Collaborate with fellow partners and firm leadership to shape strategic direction, drive growth, and enhance service offerings.\n, • Mentor and develop high-performing tax professionals, fostering a culture of technical rigor, accountability, and client-first thinking.\n, • Stay abreast of evolving tax legislation and industry trends, translating insights into actionable guidance for clients and the firm.\n, • Identify business development opportunities and attend industry-specific networking events to facilitate a growing prospect pipeline and strengthening the Wiss brand.\n\n \n Qualifications: \n\n • CPA required; MST preferred\n, • Minimum of 10 years of progressive tax experience, with significant exposure to construction and engineering clients\n, • Deep technical expertise in partnership taxation, real estate transactions, and developing tax planning strategies\n, • Extensive experience reviewing complex corporate and partnership returns\n, • Prior experience leading, motivating and developing a team of Tax professionals\n, • Demonstrate polished written and presentation skills with the ability to build trust and credibility with clients\n\n \n Compensation: Target Salary - Commensurate with the level of experience + discretionary bonus and comprehensive benefits including 401K. \n \n "Wiss is committed to fostering a welcoming community. We seek candidates from all backgrounds to join our team and encourage our employees to bring their authentic and best selves to work. \n \n Applicants must be authorized to work for any employer in the U.S. This policy applies equally to applicants regardless of national origin. \n \n To all staffing agencies: Wiss does not utilize 3rd party firms for any internal or client positions. Please be advised, Wiss is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become the property of Wiss.

Tax Manager / Senior Tax Manager \n \n Passion Works Here. \n \n At Pereira & Azevedo, we are building something different. \n We are not a traditional CPA firm focused solely on compliance and historical reporting. We are trusted advisors to growth-minded businesses, helping our clients make smarter decisions, seize opportunities, and build stronger companies. \n By combining deep technical expertise with innovative technology, strategic thinking, and a culture of continuous improvement, we deliver exceptional value to our clients while creating meaningful opportunities for our team members. \n If you are looking for a place where you can simply prepare and review tax returns, this is probably not the right opportunity. \n If you are looking to become a leader, influence the future of a growing firm, work directly with business owners, and help build a modern advisory-focused CPA firm, we would love to speak with you. \n \n About the Role \n We are seeking an experienced Tax Manager or Senior Tax Manager to serve as a key leader within our firm. This individual will oversee tax compliance and planning engagements while helping shape the future direction of our tax practice. \n The ideal candidate is technically strong, client-focused, entrepreneurial, and excited about leveraging technology to improve processes, enhance client service, and create capacity for higher-value advisory work. \n This position offers significant exposure to firm leadership, direct client relationships, team development, process improvement initiatives, and future advancement opportunities. \n \n What You'll Do \n\n • Review complex individual, partnership, S corporation, corporation, trust, and estate tax returns\n, • Develop and implement proactive tax planning strategies for clients\n, • Serve as a trusted advisor to business owners and high-net-worth individuals\n, • Lead client meetings and communicate tax strategies in a practical, understandable manner\n, • Mentor, develop, and coach staff accountants and seniors\n, • Identify opportunities to improve efficiency through technology, automation, and process improvement\n, • Collaborate with firm leadership on strategic initiatives and practice development\n, • Assist with workflow management, scheduling, and quality control\n, • Stay current on tax legislation and emerging developments affecting clients\n\n \n Who You Are \n You embody the Pereira & Azevedo DNA. \n Responsibility to Yourself \n\n • Growth minded\n, • Accountable\n, • Curious\n, • Adaptable\n, • Committed to continuous learning\n\n Responsibility to Clients \n\n • Trusted advisor\n, • Excellent communicator\n, • Strategic thinker\n, • Problem solver\n, • Client focused\n\n Responsibility to the Firm \n\n • Team-first mentality\n, • Mentor and coach\n, • Embraces change\n, • Technology forward\n, • Committed to continuous improvement\n\n Responsibility to Innovation \n\n • Challenges the status quo\n, • Seeks better ways to serve clients\n, • Leverages technology and automation\n, • Looks for opportunities to create efficiency and scale\n\n Qualifications \n\n • CPA license required\n, • 7+ years of public accounting tax experience\n, • Strong background in business and individual taxation\n, • Experience reviewing complex tax returns and tax planning engagements\n, • Proven ability to manage client relationships\n, • Prior experience supervising and developing staff\n, • Strong communication and leadership skills\n, • Experience with tax technology platforms and workflow systems preferred\n, • Advisory mindset and entrepreneurial spirit strongly preferred\n\n Why Join Pereira & Azevedo? \n\n • Opportunity to help shape the future of a growing advisory-focused CPA firm\n, • Direct access to firm leadership and decision-making\n, • Meaningful client relationships\n, • Strong culture of mentorship and professional development\n, • Hybrid work environment\n, • Competitive compensation and benefits package\n, • $7,500 signing bonus\n, • Significant long-term growth and leadership opportunities\n\n Passion Works Here. \n We're looking for professionals who want more than a job. We're looking for leaders who want to build something meaningful. \n

Henderson Harbor Tax was established in 2009 as a specialized tax placement division of Henderson Harbor Group. Over the past 15 years, HHTax has successfully leveraged our vast network of tax professionals and our targeted industry knowledge to successfully advise careers and place professionals at every level from Tax Associates to Chief Tax Officers, and Tax Partners, in both private industry and public accounting. We service our clients primarily in the New York Metro area, as well as nationally through our AAFA network (45 financial staffing affiliates throughout the U.S. and Canada). \n \n A highly respected private holding company and family office is seeking a Tax Manager to join its long-standing tax team in Midtown Manhattan. The organization has significant and diversified holdings across manufacturing, mining, metal production, and defense-related businesses. \n \n This is an excellent opportunity for a seasoned tax professional to join a stable, sophisticated organization with a long-term opportunity for growth and increased responsibility. \n \n The Tax Manager will work closely with the Tax Director and VP of Tax and will play an important role in overseeing the organization’s tax function. Strong opportunity for the successful candidate to grow with the team and assume increasing responsibility over time. \n \n Responsibilities \n\n • Oversee the organization’s federal, state, and international tax compliance process, which is primarily outsourced to a national firm.\n, • Serve as a key point of contact with external tax advisors, reviewing tax filings and ensuring accuracy, timeliness, and compliance with all applicable requirements.\n, • Support tax planning initiatives across a diverse portfolio of domestic and international businesses and investments.\n, • Prepare and review tax forecasts, projections, and financial models to support business and investment decisions.\n, • Research and analyze complex federal, state, and international tax matters and communicate findings and recommendations to senior management.\n, • Assist with tax planning related to corporations, partnerships, investments, and other business structures.\n, • Work closely with the Tax Director and VP of Tax on tax strategy, planning, compliance, and special projects.\n, • Monitor changes in tax legislation and regulations and evaluate their potential impact on the organization.\n, • Coordinate with accounting, legal, investment, and business personnel on tax-related matters.\n, • Assist with IRS and state tax inquiries, audits, and other tax matters as needed.\n, • Prepare clear, well-organized written analyses and memoranda for senior leadership.\n\n \n Qualifications \n\n • Bachelor’s degree in Accounting, Finance, or a related field; CPA or advanced tax degree preferred.\n, • Minimum of 8 years of progressive tax experience.\n, • Strong experience with S-Corporations and C-Corporations, including both domestic and international tax matters.\n, • Experience in a private company, family office, closely held business, investment organization, or public accounting environment is highly desirable.\n, • Strong technical tax knowledge with the ability to research and analyze complex issues independently.\n, • Experience with tax forecasting, modeling, and planning.\n, • Excellent written and verbal communication skills. Strong reading comprehension and the ability to clearly articulate complex tax matters are particularly important. Candidates will be asked to provide a writing sample as part of the interview process.\n, • Highly organized, detail-oriented, and able to manage multiple priorities.\n, • Proactive, resourceful, and comfortable taking ownership of projects rather than simply executing assigned tasks.\n, • Knowledge of trusts, estates, and high-net-worth individual taxation is a plus.\n\n \n Work Environment & Benefits \n\n • 5 days per week in the Midtown Manhattan office (Summer Fridays from May to August)\n, • Standard business hours, generally 9:00 AM–5:00 PM\n, • No regular weekend work\n, • Individual private office for employees\n, • Fully paid health insurance\n, • Complimentary lunch\n, • 401(k) employer match\n, • Stable, long-term environment with significant opportunity for increased responsibility and career progression\n

Role: Technical Business Analyst – Equity Plan Administration \n Location: Weehawken, NJ \n Work Arrangement: Hybrid — This position requires working onsite in Weehawken, NJ 3 days per week, with the remaining work performed remotely. \n Employment Type: Contract \n W-2 Compensation: $45 to 49.24/Hr \n C2C Compensation: $50 to $54.17/hr \n Benefits: Eligible W-2 employees will receive benefits and statutory benefits required under applicable federal and New Jersey law, subject to applicable eligibility requirements and company policy. Benefits are not provided under the C2C engagement. \n \n Job Description: \n We are seeking a Technical Business Analyst to support the administration of Equity Plan Administration (EPA), Record Keeping, Stock Plan Administration, and Financial Reporting. This position requires experience working closely with business stakeholders, product teams, technology teams, and third-party vendors to translate business requirements into effective technology solutions. \n \n Position Requirements: \n The position requires 8–15 years of Business Analysis experience and experience in the following areas: \n\n • Strong hands-on domain expertise in Equity Plan Administration (EPA), Stock Plan Administration, Record Keeping, Employee Stock Plans, or Equity Compensation platforms.\n, • Strong understanding of financial reporting and regulatory reporting related to equity compensation.\n, • Excellent requirements gathering, documentation, analysis, and stakeholder management skills.\n, • Experience working with Oracle and Azure environments.\n, • Ability to effectively communicate with both technical and non-technical stakeholders.\n, • Strong analytical, communication, and presentation skills.\n, • The position requires a Bachelor’s degree in a field relevant to the responsibilities of the role.\n\n \n Key Responsibilities: \n The position will be responsible for the following: \n\n • Gather, analyze, and document business requirements related to Equity Plan Administration and Record Keeping.\n, • Act as a bridge between business stakeholders, product owners, and technology teams.\n, • Translate complex requirements into functional specifications, user stories, and solution requirements.\n, • Support solution design, validation, testing, implementation, and post-delivery activities.\n, • Work with technology teams using Oracle, Azure, and modern UI-based platforms.\n, • Lead requirements walkthroughs, stakeholder discussions, and solution reviews.\n, • Support financial and regulatory reporting requirements related to employee equity compensation.\n, • Perform data analysis, reconciliation, and reporting activities.\n, • Collaborate with third-party vendors and offshore/global teams to resolve business and technical issues.\n\n \n Additional Position Requirements: \n The position also requires and may benefit from experience in the following areas: \n\n • Knowledge of IFRS 2, ASC 718, RSUs, Stock Options, ESPP, and equity compensation accounting.\n, • Experience in Banking, Brokerage, Wealth Management, Capital Markets, or Financial Services.\n, • Experience supporting large financial institutions or organizations such as Fidelity, Schwab, BNY Mellon, or similar firms.\n, • Experience with large-scale transformation or modernization programs.\n, • Experience working with global delivery models, third-party vendors, and offshore development teams.\n

We’re seeking a future team member for the role of Vice President, Sustainability Regulatory Strategy and Execution (Global) to join our Enterprise Sustainability team. This role is located in New York, NY. In this role, you will lead the translation of evolving sustainability regulations and disclosure frameworks into enterprise reporting strategy, governance, and execution. You will serve as a senior partner across Corporate Functions, driving high-quality, decision-useful disclosures, strengthening reporting readiness and controls, and influencing strategic responses to a rapidly changing regulatory environment. In this role, you’ll make an impact in the following ways: • Lead the regulatory strategy and execution agenda for sustainability reporting, shaping BNY’s approach to evolving requirements including CSRD ESRS E1, ISSB IFRS S2, ASRS AASB S2, TCFD, and related regulations, standards frameworks and guidance., • Drive end-to-end delivery of key sustainability regulatory workstreams, from regulatory interpretation and impact assessment through governance, implementation, and external disclosure., • Provide strategic advice to senior stakeholders on regulatory developments, implementation priorities, key risks, and business implications for BNY., • Oversee the development of high-quality narrative and quantitative disclosures across governance, strategy, risk management, metrics, and targets, ensuring consistency, transparency, and audit readiness., • Strengthen reporting governance, controls, documentation, and accountability frameworks to support traceability, assurance readiness, and sustainable execution at scale., • Partner across Sustainability, Finance, Risk, Legal, Compliance, Investor Relations, and other Corporate Functions to align priorities, resolve complex issues, and deliver coordinated outcomes., • Anticipate regulatory and execution risks, escalate issues appropriately, and drive practical, well-reasoned solutions in ambiguous or fast-evolving situations., • Identify and advance opportunities to enhance reporting quality, efficiency, and data integrity, including through process improvement, automation, and responsible use of AI-enabled tools., • Contribute to the development of team capability, operating discipline, and a strong culture of ownership, collaboration, and continuous improvement. To be successful in this role, we’re seeking the following: • Deep knowledge of sustainability reporting frameworks and regulations, particularly CSRD ESRS E1, ISSB IFRS S2, ASRS AASB S2, TCFD, California AB-1305, California SB-253 and SB-261, and the broader disclosure landscape affecting global banks. Prior experience implementing these disclosures is required., • Bachelor’s degree or equivalent experience in sustainability, finance, accounting, economics, public policy, law, or a related field; advanced degree preferred., • Significant experience in sustainability reporting, regulatory strategy, corporate disclosure, financial reporting, ESG governance, or a related discipline, ideally within financial services., • Strong understanding of banking business models, regulatory expectations, and sector-specific sustainability risks and reporting considerations., • Demonstrated ability to lead complex, cross-functional initiatives with a high degree of ownership, sound judgment, and executive presence., • Proven ability to interpret technical requirements and convert them into actionable governance, implementation, and reporting plans., • Excellent writing, analytical, and stakeholder management skills, with the ability to communicate clearly and influence senior audiences in a matrixed environment., • Experience enhancing controls, documentation, and assurance-ready reporting processes; familiarity with sustainability data, digital tools, and automation is preferred.

Job Description Commercial HVAC Tech Respected Mechanical Contractor seeks HVAC Tech for Monmouth County: • Must have experience troubleshooting, diagnosing, and repairing heavy commercial HVAC equipment for 5+ years, • EPA Universal, • Must have 5+ years servicing & installing equipment, • Must have experience taking service calls at wide range of commercial and industrial facilities with varied systems and branded equipment, • Driver’s license, • Stable employment history, • Client interaction skills Please send resumes to Tony Gallagher, Liberty Personnel: #MechanicalGC #midsenior \nCompany Description Libertyjobs.com has become an essential destination site for experienced job seekers. Our recruiters are continually posting active job openings to the website. Feel free to search our database of open positions and apply for your next career move! Hundreds of new jobs are listed on the site every month in a wide range of industries and locations. Last year we had over 900,000 unique job seekers visit our website, which means over 75,000 skilled job seekers search our openings every month. Established in 2003, Liberty Personnel quickly grew into one of the largest technical recruiting agencies on the East Coast. Today, Liberty Personnel has a national presence and a diverse client base. Listed below are a number of the industries and openings we work on: Information Technology, Software Programmers, Engineering, Manufacturing, Legal, Plant Maintenance, Construction, Oil and Gas, Medical Communications, Accounting, Finance, Electronics, Scientific, Medical Device, Sales, Pharmaceutical, Admin, Automation, Controls, Civil, HVAC, Wastewater, Structural, Electrical, Chemists, Validations, Logistics, Food Production, Renewable Energy and Machinists. Libertyjobs.com has become an essential destination site for experienced job seekers. Our recruiters are continually posting active job openings to the website. Feel free to search our database of open positions and apply for your next career move!\n\nHundreds of new jobs are listed on the site every month in a wide range of industries and locations. Last year we had over 900,000 unique job seekers visit our website, which means over 75,000 skilled job seekers search our openings every month.\n\nEstablished in 2003, Liberty Personnel quickly grew into one of the largest technical recruiting agencies on the East Coast. Today, Liberty Personnel has a national presence and a diverse client base. Listed below are a number of the industries and openings we work on:\n\nInformation Technology, Software Programmers, Engineering, Manufacturing, Legal, Plant Maintenance, Construction, Oil and Gas, Medical Communications, Accounting, Finance, Electronics, Scientific, Medical Device, Sales, Pharmaceutical, Admin, Automation, Controls, Civil, HVAC, Wastewater, Structural, Electrical, Chemists, Validations, Logistics, Food Production, Renewable Energy and Machinists.

Job Description HVAC Service Manager Highly respected Mechanical Contractor in Middlesex County seeks Service Manager: • 5+ years of HVAC Construction & Service experience, • Act as technical source for team, • Client interaction skills, • Select and order equipment, purchasing, • Dispatch, • Schedule labor and assist with payroll, • Assist with sales and estimates, • Service planning, • Invoicing, • Commercial and large retail project background desired Please send resume to Tony Gallagher, Liberty Personnel: #MechanicalGC #midsenior \nCompany Description Libertyjobs.com has become an essential destination site for experienced job seekers. Our recruiters are continually posting active job openings to the website. Feel free to search our database of open positions and apply for your next career move! Hundreds of new jobs are listed on the site every month in a wide range of industries and locations. Last year we had over 900,000 unique job seekers visit our website, which means over 75,000 skilled job seekers search our openings every month. Established in 2003, Liberty Personnel quickly grew into one of the largest technical recruiting agencies on the East Coast. Today, Liberty Personnel has a national presence and a diverse client base. Listed below are a number of the industries and openings we work on: Information Technology, Software Programmers, Engineering, Manufacturing, Legal, Plant Maintenance, Construction, Oil and Gas, Medical Communications, Accounting, Finance, Electronics, Scientific, Medical Device, Sales, Pharmaceutical, Admin, Automation, Controls, Civil, HVAC, Wastewater, Structural, Electrical, Chemists, Validations, Logistics, Food Production, Renewable Energy and Machinists. Libertyjobs.com has become an essential destination site for experienced job seekers. Our recruiters are continually posting active job openings to the website. Feel free to search our database of open positions and apply for your next career move!\n\nHundreds of new jobs are listed on the site every month in a wide range of industries and locations. Last year we had over 900,000 unique job seekers visit our website, which means over 75,000 skilled job seekers search our openings every month.\n\nEstablished in 2003, Liberty Personnel quickly grew into one of the largest technical recruiting agencies on the East Coast. Today, Liberty Personnel has a national presence and a diverse client base. Listed below are a number of the industries and openings we work on:\n\nInformation Technology, Software Programmers, Engineering, Manufacturing, Legal, Plant Maintenance, Construction, Oil and Gas, Medical Communications, Accounting, Finance, Electronics, Scientific, Medical Device, Sales, Pharmaceutical, Admin, Automation, Controls, Civil, HVAC, Wastewater, Structural, Electrical, Chemists, Validations, Logistics, Food Production, Renewable Energy and Machinists.

The Role \n This is a front-office investment management and origination role on the Capital Markets team and is a great role for someone looking to play a leadership role at a fast-growing PE-backed business. You'll be instrumental in supporting the growth of our business, financing distributed energy assets, focusing primarily on batteries and microgrids. \n \n This role will work full-time in our New York office in the Union Square area. \n \n What we offer: \n\n • Opportunity to join a top-notch team of professionals\n, • Fantastic team environment and collaborative culture\n, • Competitive compensation package and a comprehensive benefits program including medical benefits, paid vacation and holidays, and 401K matching\n\n \n Core Responsibilities: \n\n • The candidate will play a key role leading the origination, structuring, and management of various debt, tax equity, and tax credit transfer facilities\n, • The candidate will be responsible for the implementation of new project development and capital markets transactions in the financial model\n, • The candidate must be comfortable implementing the relevant terms of the Inflation Reduction Act and One Big Beautiful Bill Act\n, • Manage and train the junior members of the Capital Markets team\n, • Act as a trusted partner to internal and external teams, including legal, accounting, project managers, bankers, tax equity investors, etc\n, • Maintain positive and effective business relationships internally across Scale’s broader business\n, • Proactively engage with senior leadership on investment issues and business innovation, and their impact on overall business strategy\n\n \n The Ideal Candidate: \n For you to be successful in the role, you should have: \n\n • 8+ years of experience financing or investing in infrastructure or renewable energy projects, including distributed generation\n, • 3+ years of experience managing analyst or associate-level financial professionals in a “deal team” structure\n, • Bachelor's degree (preferably in Finance, Economics, Mathematics, or Engineering); MBA or CFA preferred\n, • Demonstrated financial modeling competency to evaluate different capital structures across the various debt markets (development capital, commercial bank financing, leveraged finance, mezzanine / Holdco debt)\n, • Experience leading the negotiating, closing, and documenting of debt and tax equity financings\n, • Experience developing and auditing complex financial models\n, • Demonstrated experience originating transaction opportunities\n, • Working knowledge of off-take arrangements for distributed energy\n, • Experience conducting project/portfolio due diligence and managing third-party consultants and transaction counsel\n, • Strong interpersonal skills and ability to effectively communicate information and strategic goals to non-financial people\n, • Proactive and forward-thinking attitude, creative problem-solving ability, and the ability to “manage up”\n, • Strong understanding of technical/commercial terms and their impact on projects\n\n \n Company Culture: \n This is a great opportunity to have a long-term impact on a fast-paced, private equity-backed growth business. Some of the core virtues embraced by Scales’ employees include: \n\n • Do the Right Thing\n, • Act Like an Owner\n, • Hustle\n, • Demand Results\n, • Go Together\n, • Evolve or Disappear\n\n \n About Scale Microgrids \n Scale is redefining resilience, with advanced microgrids that go beyond traditional backup power solutions to give businesses the power to adapt and thrive amid all of today’s growing energy challenges. As a vertically-integrated provider of turnkey advanced microgrid systems, Scale combines project design, engineering, and execution expertise with microgrid-as-a-service financing to offer our customers systems that are optimized to deliver maximum value from day one while ensuring ultra-reliable operations and fast time-to-power. \n \n Scale is backed by EQT, a firm with ~$250B in assets, bringing a depth of experience, resources, and capital that will enable Scale to continue pursuing our vision of powering the world with distributed energy. The investment enables Scale to own and operate billions of dollars in distributed generation assets.To learn more about Scale Microgrids, please visit https://www.scalemicrogrids.com. \n \n About EQT \n EQT is a leading purpose-driven global investment organization with EUR 246 billion in total assets under management, divided into two business segments: Private Capital and Real Assets. EQT owns portfolio companies and assets in Europe, Asia Pacific, and the Americas and supports them in achieving sustainable growth, operational excellence, and market leadership. To learn more about EQT, please visit https://eqtgroup.com. \n \n Scale strives to attract and retain a workforce that reflects the composition of our customer base and communities. We are committed to providing a work environment that provides everyone with equal access and opportunity to contribute and drive meaningful outcomes. We encourage applicants from all backgrounds to apply and will consider qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. \n

CFGI, founded in 2000, is a is a dynamic and fast-growing financial consulting firm, serving as the trusted partner to CFOs and their organizations. We help clients tackle complex challenges across accounting, corporate finance, M&A, IPO readiness, and digital transformation. We blend deep technical expertise with a hands-on, entrepreneurial approach to help the world’s leading companies move forward with confidence. We are seeking a strategic and execution-focused Managing Director in the Greater NYC area to support the growth of our FP&A Advisory team. \n \n \n \n Roles and Responsibilities: \n \n \n \n · The FP&A Managing Director is a key member of the Financial Planning and Analysis team and will help influence clients’ financial and business decisions. \n \n · Drive the growth of CFGI’s FP&A Advisory practice by developing go-to-market strategies and building strong client relationships. \n \n · Lead and/or support project teams engaged in the successful delivery of a wide range of Business Transformation initiatives aligning finance with business strategy in support of the broader organization's future vision. \n \n · Help develop Finance strategies by assessing a client’s business challenges/needs/gaps, diagnosing the root problems, and recommending an approach leveraging CFGI assets. \n \n · Develop and apply an understanding of sales and spending trends, to manage financial risk and identify opportunities. \n \n · Provide best-in-class business partnering support, and deliver quality reports and analysis used to make informed business decisions. \n \n · Identify and support CFGI business development initiatives; participate in certain aspects of the proposal development process. \n \n · Maintain an understanding of advancements in technology and innovations which are happening across digital, analytics, the CFO ecosystem, and broader marketplace. \n \n \n \n Qualifications and Capabilities: \n \n \n \n · 12-15+ years of progressive experience in finance, preferably within a consulting or professional services environment. \n \n · A proven track record of generating new business and expanding client relationships is required. \n \n · Executive-level communication and stakeholder engagement skills, with the ability to influence senior leadership and drive change. \n \n · Entrepreneurial mindset, passion for client service, and commitment to building a high-impact consulting practice. \n \n · Advanced understanding of the FP&A function within a finance organization. \n \n · Extensive experience and understanding of three statement financials and associated modelling. \n \n · Significant engagement management experience as well as business, practice, and people development. \n \n · Ability to concurrently manage internal firm and external client requirements. \n \n · Transactional experience (M&A, divestures, refinancing, capital raises) and associated scenario modelling a plus. \n \n · Working knowledge and expertise in analytics, forecasting, and finance technologies (process, planning analytics, core Financial). \n \n · Experience with Finance technologies such as Adaptive Workday, Planful, OneStream, Anaplan, Cognos, Oracle Hyperion, Tableau, Alteryx, Power BI, Fusion, etc. a plus. \n \n · ERP technology understanding (SAP / Oracle / Workday, etc.). \n \n · Experience leading a project, leading a project team and the ability to lead key requirement workshops with clients. \n \n · Demonstrated ability to clearly communicate with clients, document requirements, and articulate the value proposition and business case for various finance transformation solutions. \n \n \n \n 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.

Tax Director – New York \n $190,000–$230,000 + Bonus | Hybrid | Clear Route to Partner \n \n An established New York CPA firm is looking to appoint an experienced Tax Director to join its growing tax practice. \n \n This is a senior leadership opportunity for someone who wants significant client responsibility, involvement in developing the wider tax team and a genuine opportunity to progress towards Partner. \n \n The Role \n\n • Manage and develop a portfolio of high-value tax clients\n, • Review complex federal, state and multi-state tax returns\n, • Lead tax planning and advisory projects\n, • Act as a senior point of contact for key clients\n, • Review work prepared by Managers, Seniors and Associates\n, • Mentor and develop members of the tax team\n, • Support Partners with complex technical matters and client strategy\n, • Assist with business development and the continued growth of the tax practice\n, • Build long-term relationships with both existing and new clients\n\n \n What They’re Looking For \n\n • Strong background within public accounting / CPA firms\n, • Significant tax compliance, review and advisory experience\n, • Previous experience at Senior Manager or Director level\n, • Strong client management skills\n, • Experience managing and developing tax professionals\n, • Comfortable handling complex tax matters independently\n, • CPA strongly preferred\n, • Excellent communication and relationship-building skills\n\n \n What’s On Offer \n\n • $190,000–$230,000 base salary\n, • Performance-related bonus\n, • Hybrid working\n, • High level of client exposure and autonomy\n, • Strong established client base\n, • Opportunity to influence the future direction of the tax practice\n, • Clear progression towards Partner\n\n \n Interested? \n If you are an experienced Tax Senior Manager or Tax Director in New York and would like to discuss the opportunity confidentially, get in touch.

Are you looking for an opportunity to step into a highly visible Tax Director role at an Asset Management firm in NYC? \n \n We are partnering with an established Asset Management organization in NYC that is seeking a Tax Director to join its tax team. This position offers direct exposure to senior leadership and reports to an accomplished Head of Tax who is recognized for being both technically strong and an exceptional mentor. \n \n This is an ideal opportunity for a tax professional who enjoys working in a collaborative environment, partnering across departments, and contributing strategically to a growing organization. Given the lean size of the team, personality, communication skills, and the ability to build strong relationships are just as important as technical expertise. \n \n What You'll Do \n\n • Oversee the review of quarterly and annual income tax provision calculations and related financial statement disclosures (ASC 740)\n, • Manage the review process for federal, state, and local tax compliance prepared by external service providers\n, • Coordinate and respond to federal, state, and local tax examinations, audits, and inquiries\n, • Assist with identifying, developing, and implementing tax planning opportunities and strategic initiatives\n, • Partner closely with finance, legal, operations, and external advisors on a variety of tax-related matters\n, • Support special projects, transactions, and business initiatives as the organization continues to grow\n, • Provide insights and recommendations to senior leadership on tax-related issues and opportunities\n\n \n Why This Opportunity? \n\n • Work directly with an experienced and highly respected Head of Tax\n, • Gain meaningful exposure to executive leadership and key stakeholders\n, • Broad and diverse tax responsibilities with both compliance and strategic planning components\n, • Collaborative culture with strong visibility across the organization\n, • Opportunity to make a tangible impact within a lean, high-performing team\n\n \n Qualifications \n\n • 10+ years of tax experience, including corporate income tax compliance (Form 1120) and income tax provision experience (ASC 740)\n, • Experience gained within public accounting and the financial services industry\n, • Excellent communication, analytical, and relationship-building skills\n\n \n Days in office: \n\n • 4 days per week\n

Job Description Porter - Apartment Complexes - Temporary assignment - $18/hr - Immediate need!!! Position Summary We are seeking a reliable, resident-focused Porter to join our residential property management team. In this role, you will be responsible for maintaining the overall cleanliness, safety, and curb appeal of our apartment community. From keeping common amenities spotless to ensuring grounds and trash areas are clean, your work directly impacts resident satisfaction and community pride. Key Responsibilities Community Curb Appeal & Grounds: Perform daily morning and afternoon walkthroughs to remove litter, trash, and debris from walkways, parking lots, courtyards, pet areas, and landscaping. Vacuum, sweep, or leaf-blow breezeways, hallways, and entranceways regularly. Amenity & Common Area Care: Execute daily cleaning protocols for all shared community spaces, including the leasing office, clubhouse, resident lounges, fitness center, laundry facilities, pool deck, elevator lobbies, and public restrooms. Waste & Trash Chute Management: Keep trash chute rooms, compactors, and dumpster enclosures clean, sanitary, and free of overflow. Handle the staging and removal of bulky discarded items (e.g., furniture, mattresses) during resident move-outs. Apartment Turnover Support: Assist the maintenance team in prepping vacant units for new residents by clearing out leftover items, hauling away trash, performing light touch-up cleaning, and replacing burned-out lightbulbs or HVAC filters. Floor & Surface Upkeep: Sweep, wet-mop, power-wash, and vacuum assigned indoor and outdoor common areas, stairwells, and corridors. Dust light fixtures, handrails, mail stations, and common area furniture. Safety & Hazard Reporting: Routinely inspect the property for safety concerns, broken light fixtures, damaged locks, missing smoke detectors or fire extinguishers, vandalism, or pest activity, and report them promptly to management. Resident Relations: Deliver exceptional customer service by interacting politely and professionally with residents, prospects, and vendors, assisting with minor requests or directing inquiries to the management office. General Upkeep: Assist with minor seasonal tasks (e.g., light snow removal/salting, outdoor furniture setup) and complete other job-related duties as assigned. Qualifications & Skills Education: High school diploma or GED equivalent required. Experience: Prior porter/maintenance experience in residential property management, hospitality housekeeping, or commercial facility maintenance. Resident Service Mindset: Personable, approachable, and customer-service-driven with strong communication skills. Technical Skills: Basic computer literacy to access company communication apps, review schedules, or log work tasks. Efficiency & Autonomy: Detail-oriented, self-motivated, and capable of prioritizing daily cleaning routines with minimal supervision. Safety Awareness: Basic knowledge of cleaning chemicals, standard safety practices, and proper equipment operation. To apply and for further information, please submit your resume and references to . Connect with me on LinkedIn I look forward to connecting with you! Click here for my HOT JOBS! Dan Urban Liberty Personnel Services, Inc. 1001 Conshohocken State Rd, Suite 2-410 West Conshohocken, PA 19428 Call or Text: – Direct Ext 119 - Main www.libertyjobs.com #onsite #maintenance #midsenior \nCompany Description Libertyjobs.com has become an essential destination site for experienced job seekers. Our recruiters are continually posting active job openings to the website. Feel free to search our database of open positions and apply for your next career move! Hundreds of new jobs are listed on the site every month in a wide range of industries and locations. Last year we had over 900,000 unique job seekers visit our website, which means over 75,000 skilled job seekers search our openings every month. Established in 2003, Liberty Personnel quickly grew into one of the largest technical recruiting agencies on the East Coast. Today, Liberty Personnel has a national presence and a diverse client base. Listed below are a number of the industries and openings we work on: Information Technology, Software Programmers, Engineering, Manufacturing, Legal, Plant Maintenance, Construction, Oil and Gas, Medical Communications, Accounting, Finance, Electronics, Scientific, Medical Device, Sales, Pharmaceutical, Admin, Automation, Controls, Civil, HVAC, Wastewater, Structural, Electrical, Chemists, Validations, Logistics, Food Production, Renewable Energy and Machinists. Libertyjobs.com has become an essential destination site for experienced job seekers. Our recruiters are continually posting active job openings to the website. Feel free to search our database of open positions and apply for your next career move!\n\nHundreds of new jobs are listed on the site every month in a wide range of industries and locations. Last year we had over 900,000 unique job seekers visit our website, which means over 75,000 skilled job seekers search our openings every month.\n\nEstablished in 2003, Liberty Personnel quickly grew into one of the largest technical recruiting agencies on the East Coast. Today, Liberty Personnel has a national presence and a diverse client base. Listed below are a number of the industries and openings we work on:\n\nInformation Technology, Software Programmers, Engineering, Manufacturing, Legal, Plant Maintenance, Construction, Oil and Gas, Medical Communications, Accounting, Finance, Electronics, Scientific, Medical Device, Sales, Pharmaceutical, Admin, Automation, Controls, Civil, HVAC, Wastewater, Structural, Electrical, Chemists, Validations, Logistics, Food Production, Renewable Energy and Machinists.

COMPANY OVERVIEW \n Our client is a sophisticated, privately held global family office and professional services organization with operations across North America and Europe. The organization supports the financial, investment, tax, trust, and broader administrative needs of a multi-generational family and its related entities. \n \n The organization operates in a highly collaborative, service-oriented environment where discretion, accuracy, and long-term relationships are critical. The U.S. team works closely with colleagues across a broader global platform, providing employees with exposure to complex financial matters and the opportunity to work alongside experienced professionals across multiple disciplines. \n \n POSITION SUMMARY \n The Associate Financial Controller is a newly created position within the Finance and Tax function, established to provide additional oversight and support across financial reporting, accounting, and tax operations. \n \n The role will support the Financial Controller across fund and trust accounting, corporate accounting, payroll, and financial reporting, while also partnering with the tax function on compliance services for family clients. \n \n The position is approximately 65% Financial Controlling and 35% Tax and combines hands-on accounting and tax responsibilities with process improvement, systems enhancements, and coordination across U.S. and international operations. \n \n The successful candidate will bring strong accounting and tax technical capabilities, exceptional attention to detail, sound judgment, discretion, and a service-oriented mindset. This individual will interact with internal colleagues, clients, family members, and external accounting partners and will provide important coverage across both accounting and tax functions. \n \n KEY RESPONSIBILITIES \n Client & Fund Accounting \n\n • Support accounting for trust and investment structures, including the accurate allocation and distribution of income, gains, and expenses across 200+ client trust accounts.\n, • Maintain client accounting records and ensure accurate reporting and reconciliations across multiple financial systems.\n, • Assist with trust account contributions, distributions, rebalancing, and asset allocation.\n, • Prepare trust tax schedules, financial schedules for audits and regulatory examinations, and quarterly reporting packages.\n, • Maintain underlying financial data supporting regulatory reporting and external audits.\n, • Support accurate daily accounting operations, compliance with applicable accounting standards, and timely financial reporting.\n\n \n Corporate Accounting, Payroll & Benefits \n\n • Support corporate accounting, budgeting, and banking activities for U.S.-based entities.\n, • Assist with daily cash reporting, bank reconciliations, monthly account analysis, budgeting, and reporting to international stakeholders.\n, • Partner with internal advisors to provide financial analysis supporting clients.\n, • Assist with payroll administration and related reporting and tax filings.\n, • Support the administration of employee benefit programs.\n\n \n Tax Compliance & Planning Support \n\n • Assist with the preparation of complex federal and state tax returns for individuals, trusts, foundations, partnerships, corporations, S corporations, and LLCs.\n, • Coordinate with clients, colleagues, and outside advisors to gather and maintain financial and tax information.\n, • Maintain records supporting tax-loss harvesting and trust distribution planning strategies.\n, • Assist with quarterly federal and state estimated tax payments.\n, • Prepare domestic payroll reports and forms for clients.\n, • Prepare drafts of annual gift tax returns, FBARs, and reports of foreign gifts.\n, • Coordinate with international colleagues to obtain required financial and tax information.\n, • Partner with an external accounting firm responsible for final review and filing of tax returns.\n\n \n Systems & Process Improvement \n\n • Maintain accurate and complete client financial and tax records.\n, • Update internal systems supporting tax filings, accounting, and client reporting.\n, • Maintain client files in coordination with external accounting partners.\n, • Identify opportunities to improve accounting and tax processes, controls, workflows, and systems.\n, • Support continued alignment and information sharing across U.S. and international operations.\n\n \n EDUCATION & EXPERIENCE \n\n • Bachelor’s degree in Finance, Accounting, Economics, Business Administration, Tax, or a related field.\n, • CPA or equivalent professional designation.\n, • 5+ years of finance/accounting experience, preferably within an international professional services environment.\n, • Knowledge of accounting, taxation, bookkeeping, and banking.\n, • Strong Excel, QuickBooks, and Microsoft Office skills.\n, • Experience leveraging AI and automation within business processes and workflows.\n, • Strong communication skills with demonstrated integrity, prudence, discretion, and attention to detail.\n, • Continuous improvement mindset.\n\n \n SE#510821859

Accounting Manager - Renewables \n Location: Manhattan, NYC (Hybrid) \n \n Piper Maddox is partnered with a private equity-backed independent power company headquartered in New York City. We are looking for an Accounting Manager to join their growing finance team. \n \n This is an opportunity to join a lean, entrepreneurial team and play a meaningful role in building out the company's accounting infrastructure as the platform continues to acquire and integrate new generation assets. \n \n Responsibilities: \n\n • Own and execute the monthly, quarterly, and annual close processes, including journal entries, accruals, and approximately 20 balance sheet reconciliations across a multi-entity organization\n, • Maintain the general ledger and recurring technical accounting schedules\n, • Manage and oversee accounts payable and accounts receivable, including invoice review and coding, weekly payment runs, and coordination with plant operators\n, • Support treasury activities, including payment processing, bank account administration, and cash activity tracking\n, • Prepare supporting schedules and documentation for external audits and tax filings, including PBC requests and first-year opening balance support\n, • Assist with monthly financial reporting packages, variance analysis, and management reporting\n, • Play a central role in the implementation of the company's new NetSuite environment, including accounting data migration and reconciliation\n, • Help develop and document accounting processes and internal controls, including journal approval workflows, segregation of duties, and access reviews\n\n \n Qualifications \n\n • 5+ years of progressive accounting experience\n, • Experience within power, energy, infrastructure, or a related industry preferred\n, • Strong understanding of U.S. GAAP and full-cycle accounting\n, • NetSuite experience REQUIRED\n, • Strong Excel skills\n, • CPA or CPA candidacy is a plus\n, • Bachelor's degree in Accounting, Finance, or a related field\n\n \n Benefits: \n\n • Competitive Compensation\n, • Hybrid work environment\n, • Comprehensive benefits program, including medical, dental, vision, disability, and life insurance, and a 401(k) plan\n, • Paid time off, including vacation, sick leave, and Company holidays\n\n

Initially remote until midtown office space secured- then 2 days onsite \n \n Technical Accounting Manager \n ASC 606 and ASC 842 \n Reports to: Controller / VP of Finance \n A fast-growing AI infrastructure company. As the business scales, we are building a finance team to support complex customer agreements, significant equipment investments, and expanding operations. Our team members have the opportunity to establish practical processes, strengthen controls, and work closely with business leaders in a dynamic environment. \n Position Summary \n We are seeking a Technical Accounting Manager focused on ASC 606 and ASC 842 to lead analysis of complex customer contracts and lease arrangements. This role owns technical research, accounting recommendations, and implementation of approved conclusions through schedules, entries, policies, controls, and financial statement disclosures. The manager reviews work prepared by others and mentors accounting staff. \n Revenue Recognition under ASC 606 \n " Review GPU computing, hosting, equipment, and bundled arrangements to determine applicable accounting guidance. \n " Identify performance obligations; assess transaction price, variable consideration, allocation, and recognition timing. \n " Evaluate acceptance provisions, service commencement, modifications, credits, and termination terms. \n " Assess principal-versus-agent considerations and significant financing components where relevant. \n " Document treatment of prepayments, contract assets, contract liabilities, and applicable contract costs. \n " Develop and review revenue schedules, journal entries, reconciliations, and supporting work prepared by accounting staff; obtain evidence from Billing and operations and resolve discrepancies before close. \n Lease Accounting under ASC 842 \n " Review equipment, data center, capacity, and customer arrangements for leases or embedded leases. \n " Evaluate lessee and lessor accounting, including commencement, classification, term, payment components, and discount rates where applicable. \n " Review lease schedules, right-of-use asset and lease liability calculations, journal entries, reconciliations, and supporting work prepared by others; prepare complex calculations as needed and resolve discrepancies before close. \n " Evaluate modifications, reassessments, terminations, and sale-leaseback versus financing treatment. \n Technical Reporting Audit and Compliance \n " Own technical research and accounting memoranda supporting significant judgments; recommend accounting treatment and submit significant conclusions to the Controller for approval before implementation. \n " Lead revenue and lease audit workstreams, coordinate supporting schedules and accounting memoranda, respond to auditor requests, and resolve technical questions with the Controller. \n " Own compliance with approved revenue and lease accounting policies; design and monitor related controls, maintain control documentation, and lead remediation of findings within agreed deadlines. \n " Review proposed contract terms with legal and commercial teams; establish contract review controls and escalate material accounting implications before execution. \n " Lead preparation and review of assigned revenue and lease disclosures, ensuring consistency with approved accounting conclusions, underlying schedules, and the financial statements. \n " Translate approved accounting conclusions into system requirements and workflows; oversee testing and implementation of revenue and lease accounting changes. \n " Mentor accounting staff, review technical work, and train finance and business teams on accounting policies, controls, and documentation requirements. \n \n Qualifications \n " Bachelor's degree in accounting; CPA. \n " 10+ years of accounting experience with substantial ASC 606 and ASC 842 exposure. \n " Experience preparing technical accounting memoranda and supporting external audits. \n " Strong contract interpretation, research, and financial modeling skills. \n " Public accounting or advisory experience and exposure to cloud infrastructure, equipment arrangements, or complex financing preferred.

Job DescriptionTax Supervisor | Public Accounting | $100K–$130K\nA well-established public accounting firm is adding a Tax Supervisor to its team due to continued growth. This is a firm where culture is a genuine differentiator — not just a line in a job post.\nWhy this firm:\n\n Partners come from both large and boutique firm backgrounds, and they hire for fit and personality, not just technical chops\n A real mentorship culture and structured leadership development program\n A low-politics environment — people here focus on the work, not office dynamics\n Genuine work-life balance: flexibility to step away during the day, log off for family time, and disconnect on weekends\n Remote social hours and workout classes to stay connected with the team\n\nWhat You'll Do\n\n Lead and manage complex tax compliance engagements, ensuring adherence to firm and professional standards, budgets, and deadlines\n Serve as a trusted point of contact for clients — responding to issues promptly, professionally, and accurately\n Manage client expectations through clear, proactive communication\n Mentor and advise associates on client accounting and tax matters\n Contribute to firm initiatives and internal projects\n Plan and coordinate engagement scheduling across clients and firm resources\n\nWhat You Bring\n\n 5+ years of experience across corporate, partnership, and individual tax compliance\n Bachelor's or Master's degree in Accounting\n Active CPA license (required)\n Strong written and verbal communication skills\n Proven ability to manage multiple priorities in a fast-paced, deadline-driven environment\n Sharp analytical and organizational skills\n A creative, logical problem-solver\n Strong tax research capabilities\n\n

Job DescriptionDirector, Tax\n\nA rapidly expanding CPA and advisory firm is looking for an experienced Tax Director to join its senior leadership team\n\nThe firm has a strong presence across the New York market and works with privately held businesses, business owners, high-net-worth individuals and families across a range of industries. Continued growth has created an opportunity for an established tax professional who wants greater influence over clients, people and the future direction of a practice.\nThis position sits between senior management and Partner level and is designed for someone comfortable taking ownership. You'll lead important client relationships, oversee technically complex engagements, develop Managers and Seniors, and work directly with Partners on the continued growth of the tax practice.\n\nWhat You'll Take Ownership Of\nYou'll have responsibility for a significant portfolio of clients rather than simply reviewing returns at the end of an engagement.\n\nYour work will include:\n\n Lead complex tax engagements from initial planning through review and final delivery.\n Review sophisticated individual, fiduciary, corporate, partnership and multistate tax returns.\n Advise clients on year-round tax planning rather than focusing solely on compliance.\n Research complex federal and state tax matters and determine practical solutions.\n Identify planning opportunities, potential exposures and areas where clients can improve their overall tax position.\n Serve as a senior point of contact for business owners, executives and other key client stakeholders.\n Develop a detailed understanding of clients' businesses and personal circumstances to provide commercially relevant advice.\n Oversee engagement quality, staffing, workflow, budgets and deadlines.\n Keep Partners informed of significant technical issues and developments across key relationships.\n\n\nLead People, Not Just Engagements\n\nAt Director level, developing the team will be an important part of your role.\nYou'll provide leadership to Managers, Seniors and Staff, helping them strengthen both their technical capabilities and confidence with clients.\n\nThis will include reviewing work, providing technical guidance, delegating effectively and creating opportunities for people to take on greater responsibility.\nYou'll also work alongside Partners to improve processes, strengthen technical standards and ensure the tax practice has the people and infrastructure required to support continued growth.\n\nHelp Grow the Practice\nThis is also a commercially focused position.\nYou'll be encouraged to look beyond the immediate engagement and recognise where the firm can provide additional value to its clients.\nThat could mean identifying new tax planning opportunities, introducing other advisory services, strengthening existing relationships or participating in new business opportunities.\nFor someone with Partner ambitions, the position provides meaningful exposure to the commercial and leadership responsibilities required at the next level.\n\nYour Background\nWe're looking for an established public accounting tax professional with:\n\n 10+ years of public accounting experience within a CPA firm.\n Bachelor's degree in Accounting.\n Active CPA licence required.\n Significant experience managing complex tax engagements.\n Strong technical knowledge across individual, fiduciary, corporate, partnership and multistate taxation.\n Experience managing important client relationships directly.\n A track record of supervising and developing accounting professionals.\n Strong technical research and tax planning capabilities.\n Confidence communicating complex issues to clients in straightforward terms.\n Excellent organisational and project management skills.\n Ability to balance multiple engagements and competing deadlines without compromising quality.\n\n\nWhy This Opportunity?\nThe firm is going through a significant period of growth, creating opportunities for senior professionals who want to have a voice in how the practice develops.\nRather than stepping into a narrowly defined Director position, you'll have the opportunity to influence client strategy, team development, operational improvements and future growth.\nYou'll benefit from a flexible hybrid environment, direct access to senior leadership and a platform that supports continued professional development.\n\nMost importantly, this is an opportunity for an experienced tax professional who has reached senior leadership level but still wants somewhere they can build, influence and progress toward Partner rather than simply maintain an existing portfolio

Trident Consulting is currently seeking an ”AV Support Technician" for one of our clients in "New York, NY(Onsite)". A global leader in business and technology services. \n \n Role: AV Support Technician \n Location: NYC, NY(Onsite) \n Type: W2 Contract \n \n Required Skills: \n\n • 5+ years of experience in IT/AV support, with a strong focus on conference room and meeting-space AV.\n, • Hands-on experience with Logitech Rally products, including Rally Bar, Rally Bar Mini, cameras, speakers, and microphones.\n, • Hands-on experience with Neat Bar Pro or similar all-in-one video conferencing systems.\n, • Experience configuring and troubleshooting room scheduling displays.\n, • Strong hands-on experience troubleshooting Google Meet hardware and software.\n, • Demonstrated experience building and troubleshooting conference rooms from the ground up.\n, • Experience with mounting, cabling, configuration, provisioning, and testing AV equipment.\n, • Hands-on experience operating live event AV equipment, including video switchers, audio mixing consoles, and streaming/recording encoders.\n, • Working experience with Q-SYS or similar audio DSP/control platforms.\n, • Experience independently supporting the technical operation of live corporate events, All-Hands meetings, town halls, or similar productions.\n\n \n About Trident Consulting \n Trident Consulting is an award-winning staffing and consulting firm headquartered in San Ramon, CA. Since 2005, we’ve partnered with Fortune 500 and high-growth companies to deliver high-quality talent across technology, engineering, business operations, and professional services. \n \n We specialize in contract, contract-to-hire, and direct hire placements, supporting roles across IT, data & analytics, cloud, cybersecurity, finance & accounting, HR, operations, and more. With a strong focus on hard-to-fill and niche positions, our global recruiting engine enables us to deliver speed, quality, and scale.

Job Description About Vic Ai We're a rapidly growing SaaS startup leading the digital transformation revolution for financial intelligence, accounting, and back-office automation. Our proprietary AI and elegantly crafted UIs combine to give accountants and finance teams automation capabilities they've never had before. Our solution enables our customers to modernize their legacy workflows and processes which result in a meaningful reduction in costs and inefficiencies. Vic.ai has had incredible success in Europe and we are now building our North-American Enterprise sales team. We are backed by top-tier Silicon-Valley investors ICONIQ Growth, Costanoa Ventures, Cowboy Ventures, and GGV Capital. We are a talented, hard-driving team led by experienced entrepreneurs. If you're an enthusiastic, detail-oriented, curious disruptor, come build with us - you'll fit right in! Position Summary • The primary role of an Enterprise Sales Representative is to maximize revenue by selling the products of Vic.ai directly to prospective clients at medium and large companies in the accounting space. If you have a passion for winning and a proven track record of success in selling, you should send us your resume! As a startup company, we're looking for people that are flexible, open-minded and able to drive the business forward. Expectations for Success • Meet or exceed monthly and annual revenue objectives, • Source, identify, qualify and close new opportunities, • Build and manage your own pipeline, • Driven & committed to success, • Flexible in a startup culture, • Coachable and able to work with team members to follow the sales process Must Have • Experience and success at a startup, • Proven hunter with a strong desire to win and make an impact, • Be a high-energy, motivated self-starter and team player, • Ability to learn and adapt quickly, • Knowledge in selling high-end solutions that involve both line of business and technical stakeholders, • Significant track record of quota over-achievement versus peers, • Ability to effectively engage and communicate with Senior and C-Level Executive, • Strong organizational and forecasting skills, • Demonstrate outstanding communication skills, business maturity and professionalism, • This position may require travel up to 30%-40% of the time, • Critical Thinking Skills. Able to grasp technical and abstract concepts and translate into business conversation, • BS/BA or equivalent What we offer • An exciting work environment operating at the forefront of AI technology development, • Competitive salary, • 401K, health/vision/wellness perks (including health insurance coverage option 100% free for the employee AND family and perks like ClassPass and CitiBike!), • Generous maternity and paternity leave, • Virtual team building events & awesome swag, • People-focused culture, adding-value and fun to our meetings, • Generous vacation time, family and travel-friendly environment, • Work alongside an enthusiastic, collegial, and driven team in a highly meritocratic environment, • The opportunity to work remotely, including workstation setup, • A team-focused culture. The team builds the product, the business builds the team.

Job Description About Financial Edge Do you have a passion for finance? Do you enjoy teaching your juniors or are you an experienced trainer? Then read on. Financial Edge specializes in developing the technical skills of finance professionals through a combination of classroom training and eLearning products. Chosen by the world’s top investment banks to deliver their new hire training from interns to associates, last summer alone we taught over 9,000 participants across 4 continents. We are a small, friendly and ambitious team, bringing multi-format content design for unparalleled participant engagement in and out of the classroom. We focus on equipping participants with hands-on practical skills. All of our training, be it live or e-delivered, is centered around case studies and client-specific solutions. The integration of technology into every program helps to create individualized learning paths, taking participants’ experience and desk needs into account. We are looking for Instructors to join our associate team. We are looking for expertise in corporate finance, markets, asset management, equity research, risk management and corporate banking. We offer competitive rates, regular trainer teach-ins and the opportunity to work with some of the brightest new hires in finance. Role Description • Deliver up to 50 days of training per annum to classes of between 5 and 150 people, • Design and develop new specialist training courses, including e-learning, in topics cross all banking divisions, • Build relationships with leading investment banks and hedge fund clients across the world, • Frequent international travel Essentials • Be available during our busy season from June through to end of August, • Significant experience in the financial services sector be it banking, consulting or accounting, • Training experience both in class and virtual, • Proficient in Excel, • Excellent analytical skills, • Be confident in presenting and possess excellent communication skills, • Degree educated or equivalent experience, • A real passion for finance

Pay: $80,000.00 - $105,000.00 per year \n \n Why This Is a Great Opportunity \n\n • Take ownership of financial statement audits and lead engagements from planning through completion.\n, • Work with a diverse client base, including manufacturing and industrial businesses with complex accounting and reporting needs.\n, • Build your leadership skills by supervising junior team members, reviewing workpapers, and guiding associates throughout engagements.\n, • Expand your technical expertise across US GAAP, US GAAS, ISA, internal controls, risk assessment, and financial reporting.\n, • Work closely with experienced professionals in a collaborative environment where your judgment, initiative, and client-facing skills are valued.\n, • Benefit from continuing education, CPA support, technical training, insurance benefits, and potential participation in a 401(k) program.\n\n \n Location: This is a full-time, in-office opportunity in New York City. Candidates must be comfortable working in the office five days per week and attending an in-person interview. \n \n Note: Candidates must have 4+ years of relevant audit experience with hands-on experience in financial statement audits, audit planning and execution, risk assessment, internal controls, and workpaper review. Public accounting experience is strongly preferred, with Big Four and manufacturing or industrial client exposure considered especially valuable. \n \n About Us \n We are an established New York City accounting and advisory firm providing audit, accounting, tax, and advisory services to a diverse client base. Our team combines strong technical expertise with responsive client service and offers professionals the opportunity to work on challenging engagements while continuing to grow their skills and careers. Confidential Employer. \n \n Job Description \n\n • Plan and lead financial statement audits in accordance with US GAAS and applicable international auditing standards.\n, • Manage audit engagements from initial planning and risk assessment through fieldwork, review, and completion.\n, • Evaluate internal control environments, identify weaknesses and areas of risk, and develop practical recommendations.\n, • Review audit workpapers and draft financial statements to ensure accuracy, completeness, and compliance.\n, • Supervise junior auditors and associates, delegate responsibilities, and provide coaching and mentorship.\n, • Maintain proactive communication with clients regarding audit requirements, timelines, findings, and engagement progress.\n, • Research and apply relevant accounting guidance, including US GAAP and IFRS where applicable.\n, • Support audit engagements involving manufacturing and industrial clients and understand industry-specific financial reporting considerations.\n, • Manage multiple engagements and competing deadlines while maintaining high standards of audit quality.\n, • Stay current on accounting standards, regulatory developments, audit methodologies, and emerging technologies.\n\n \n Qualifications \n\n • 4+ years of relevant audit experience.\n, • Bachelor's or master's degree in Accounting, Finance, or a related field.\n, • Strong experience with financial statement audits, audit planning, execution, and completion.\n, • Strong understanding of risk assessment, internal controls, and financial reporting.\n, • Experience reviewing workpapers and supervising or mentoring junior audit staff.\n, • Strong knowledge of US GAAP and US GAAS.\n, • Public accounting experience strongly preferred.\n, • Big Four experience preferred.\n, • Manufacturing or industrial audit experience preferred.\n, • Experience with CCH ProSystem fx or similar audit software preferred.\n, • Strong analytical, organizational, written, verbal, and client-service skills.\n\n \n Why You Will Love Working Here \n\n • Take on meaningful responsibility and have a visible impact on client engagements.\n, • Develop both your technical audit expertise and your leadership capabilities.\n, • Gain exposure to diverse industries and sophisticated financial reporting matters.\n, • Work alongside experienced professionals who value collaboration, learning, and professional development.\n, • Receive continuing education, CPA support, and technical training designed to support your long-term growth.\n, • Join an established team that is actively growing and ready to hire the right Senior Auditor.\n\n \n JPC-2067 \n \n Benefits: \n\n • Dental insurance\n, • Paid time off\n, • Retirement plan\n, • Vision insurance\n

Job Description Lavendo partners with startups and high‑growth companies to help them hire top‑tier sales, GTM, and technical talent. This role is with one of our clients; we’ll share full details about the company and interview process as we get to know you and confirm mutual fit. About the Company Our client is a Series E, agentic AI company that just raised $250M led by Andreessen Horowitz — with Sapphire Ventures and Bessemer Venture Partners also on the cap table — bringing total funding to $390M+. Founded in 2017, the company has grown to 500+ employees by building AI agents that plug directly into the workflows housing and healthcare teams already use: touring, leasing, maintenance requests, resident communication, appointment scheduling, intake forms, and provider communication. The core business has real revenue and real customers. Now it's expanding into entirely new markets, and this role sits at the center of that expansion. The Mission The company's founding mission is to fix housing and healthcare with agentic AI — replacing manual, repetitive work with intelligent automation so residents, patients, providers, and staff get their time back. This role extends that same builder mentality into new markets: Payments, Accounting, and Insurance. The Opportunity This is a zero-to-one role, full stop. You'll identify, launch, and scale a brand-new product line in a regulated vertical — Payments, Accounting, or Insurance — that doesn't exist at the company yet. You're not maintaining a roadmap someone else built; you're writing it. Think of yourself as a mini-GM: you own the P&L logic of your vertical end-to-end, from the first customer conversation through implementation and hand-off to the permanent team. You'll work directly with customers from week one, report into a hiring manager who's building this function from scratch alongside you, and operate with real autonomy — no committee sign-off, no waiting for permission to move. If you're an ex-consultant tired of advising instead of building, or a founder-type who wants unicorn-scale resources behind your next 0-to-1, this is that seat. What You'll Do Own a product vertical end-to-end — customer acquisition, sales demos, implementation, and the processes that make it repeatable Get in front of customers yourself. Sell it, implement it, support it — you're the face of this product until it's mature enough to hand off Build the playbook as you go: pricing, positioning, segmentation, and launch sequencing, based on real customer signal, not theory Build the internal muscle — processes and documentation that let Product, Engineering, GTM, and Customer Success take the vertical over as it scales Influence engineers, salespeople, and CS leads who don't report to you. You'll need the credibility and EQ to get people moving in the same direction without a title to back you up Show your work: track the specific numbers — customer acquisition, revenue, operational impact — that prove the vertical is working What You Bring MBB consulting background or startup/founder experience (Seed–Series C) — you've worn multiple hats across sales, implementation, and strategy A 0-to-1 launch on your resume, specifically in Payments (payment processing, AP/AR), Accounting (CPA), or Insurance. General 0-to-1 experience outside these verticals won't clear this bar A GTM strategy you built and ran yourself — segmentation, pricing, positioning, launch Comfort running sales demos, onboarding/implementation, and ongoing support A track record of getting engineers, sales, and CS aligned without formal authority B2B SaaS or enterprise experience. Consumer-only backgrounds are a weaker match for this one Ability to be in the NYC office 4–5 days a week, with travel as the role demands Nice-to-have: P&L ownership or M&A/diligence experience across multiple concurrent workstreams — banking, PE/VC, and corp dev backgrounds count here too A degree from a top-tier university; an MBA or MBB pedigree helps, but a strong founder or operator track record matters more Enough technical fluency to demo a product credibly and hold your own with engineering on spec conversations — you don't need to build it, just understand it Key Success Drivers Take accountability when something breaks — you don't wait for someone else to own the fix Stay in the weeds. This isn't a "set strategy and hand it off" seat — you're doing the customer calls, the implementation, the process-building yourself Build trust across functions. People move for you because they trust your judgment, not because they have to Move with incomplete information. You're building this without a playbook, and you're comfortable making the call anyway Why Join? Compensation: $100K–$210K base + meaningful equity in a company that just closed its Series E at a $250M+ raise Health & family: Medical, dental, and vision covered at 100%. Fully paid parental leave Logistics covered: Commuter benefits, 401(k), relocation packages, and a fitness/home services stipend In-office, done right: Open floor plan, fully stocked kitchen, all meals covered — the team is genuinely in the building together Time off: Unlimited vacation and paid holidays Visa support: Open to visa transfers, including OPT and H-1B Interviewing Process Recruiter Screen Hiring Manager Screen Practical Assignment Onsite We are proud to be an equal opportunity workplace and consider all qualified applicants without regard to race, color, religion, national origin, age, sex, marital status, ancestry, disability, genetic information, veteran or military status, gender identity or expression, sexual orientation, or any other characteristic protected by law. Compensation Range: $100K - $210K

Junior Tax Partner – Business Owners & Complex Entities \n New York City | $285K–$350K \n Take over a $2M book | 12–18 month transition | Partner-level opportunity \n \n An established and growing CPA firm is looking for a Junior Partner / Principal-level tax professional to take over and grow an existing $2M client book. \n \n The portfolio is predominantly made up of business owners with complex entity structures, requiring someone who combines strong technical tax knowledge with genuine commercial ability and client ownership. \n \n The existing team comes with the book, and there will be a structured 12–18 month transition before full ownership passes to the successful hire. \n \n The opportunity \n\n • Inherit an established $2M client book\n, • Work directly with business owners and closely held entities\n, • Lead complex tax planning and advisory relationships\n, • Manage and develop the existing team\n, • Take full ownership of the portfolio over 12–18 months\n, • Grow the book through new business development\n, • Build additional revenue and client relationships\n, • Operate at genuine Partner level\n\n \n What they’re looking for \n\n • Junior Partner, Principal, Tax Director or exceptional Senior Tax Manager\n, • Strong public accounting experience\n, • Extensive closely held business / business-owner tax experience\n, • Complex partnership, S Corporation and entity exposure\n, • Proven client ownership\n, • Strong BD / origination track record\n, • Able to demonstrate revenue personally won or a book personally developed\n, • Entrepreneurial and commercially driven\n, • CPA strongly preferred\n\n \n $285K–$350K depending on experience. \n Flexible working available for the right person. \n Interested? Apply or get in touch for a confidential conversation.

Fiduciary Tax Accountant \n Location: Manhattan, NY (Hybrid) \n \n About Schulman Lobel \n Schulman Lobel is a leading CPA and business management firm providing accounting, tax, business management and advisory services to high-net-worth individuals, families, entrepreneurs and closely held businesses. \n \n We are looking for a Fiduciary Tax Accountant to join our Manhattan team. This is an excellent opportunity for someone with strong fiduciary tax experience who wants to deepen their technical expertise while working closely with experienced tax professionals and a sophisticated client base. \n \n The Opportunity \n The Fiduciary Tax Accountant will be responsible for preparing and supporting the preparation of complex fiduciary tax returns while working with trusts, estates and high-net-worth individuals. The ideal candidate has strong attention to detail, solid tax knowledge and an interest in developing their career within a collaborative public accounting environment. \n \n This role will provide exposure to a variety of complex tax matters and the opportunity to work closely with clients and internal teams. \n \n Responsibilities \n\n • Prepare and review federal and state fiduciary income tax returns including Forms 1041 and related schedules\n, • Prepare tax returns for trusts, estates and high-net-worth individuals\n, • Assist with complex tax research and technical tax matters\n, • Analyze trust and estate documents and apply relevant tax rules\n, • Prepare tax workpapers and supporting schedules\n, • Assist with estimated tax calculations and tax planning\n, • Communicate with clients and internal team members to obtain necessary information\n, • Identify tax issues and potential planning opportunities\n, • Assist with responses to tax notices and taxing authority inquiries\n, • Maintain accurate and organized client files and documentation\n, • Stay current on changes in federal, state and local tax regulations\n, • Collaborate with other members of the tax and business management teams\n\n \n Qualifications \n\n • Bachelor’s degree in Accounting, Finance or a related field\n, • 2+ years of public accounting experience with a focus on tax\n, • Experience preparing fiduciary tax returns is strongly preferred\n, • Strong understanding of federal and state income taxation\n, • Experience with trusts, estates and/or high-net-worth individuals preferred\n, • Strong analytical and organizational skills\n, • Excellent written and verbal communication skills\n, • Ability to manage multiple priorities and meet deadlines\n, • Proficiency with Microsoft Excel and tax preparation software\n, • CPA or progress toward the CPA is preferred\n\n \n What We Offer \n\n • Hybrid work environment in our Manhattan office\n, • Exposure to sophisticated high-net-worth and fiduciary tax matters\n, • Opportunity to work directly with experienced tax professionals and firm leadership\n, • Collaborative and entrepreneurial culture\n, • Strong opportunities for professional growth and advancement\n, • Competitive compensation and benefits\n, • Support for continued professional development and CPA advancement\n

We're seeking a highly skilled and experienced Senior Accountant to support our Management Company team. Reporting to the Accounting Manager, you'll help drive financial reporting, operational control, and our ongoing work to build and enhance processes — ensuring accuracy, efficiency, and compliance across multiple entities and jurisdictions. \n \n We're looking for someone with a strong accounting background and 6-8 years of experience in a similar role. Attention to detail and a proactive, motivated attitude are essential — you'll be joining a small, lean team where each member carries significant responsibility. Timeliness and precision are critical to accurate financial reporting and compliance in a fast-growing environment. \n \n Key Responsibilities \n\n • Support the monthly close process, including account reconciliations, management reporting, quarterly reporting, and US GAAP financial reporting for the Management Company and its wholly owned subsidiaries\n, • Ensure accuracy and completeness of financial data, including journal entries, cash booking, and general ledger maintenance\n, • Streamline finance operations/accounts payable workflows, including invoice processing, expense reimbursements, vendor payments, and payables reconciliation\n, • Oversee treasury management activities, including cash reconciliations and daily cash reporting\n, • Prepare standard and non-standard recurring month-end journal entries, including fixed assets, depreciation, amortization, prepaid expensing, deferred revenue recognition, and payroll/operating accruals\n, • Review and monitor internal controls\n, • Help implement new technology to make the monthly close process more efficient\n\n \n Requirements \n\n • Bachelor's degree in Accounting, Finance, or a related field\n, • CPA certification preferred\n, • 6-8+ years of progressive accounting experience\n, • Strong technical accounting skills and solid understanding of US GAAP\n, • NetSuite experience required\n, • Experience with finance operations/accounts payable is a plus\n, • Excellent communication and interpersonal skills, with the ability to collaborate effectively across departments, remotely\n, • Proven track record of meeting deadlines and delivering accurate financial information\n, • Experience leveraging AI and technology to automate workflows and processes\n\n

Job DescriptionPosition Summary Nodeca Technical Services is seeking an organized and dependable Finance and Administrative Coordinator to assist with accounts payable, accounts receivable, payroll, insurance records, and general financial administration. The ideal candidate is detail-oriented, communicates clearly, and is comfortable working with QuickBooks, Excel, spreadsheets, invoices, payroll records, and financial documents. Primary Responsibilities • Process and track vendor bills and payments, • Prepare and send customer invoices, • Track accounts payable and accounts receivable, • Assist with weekly payroll preparation, • Review employee hours and payroll information, • Record payments, deposits, and financial transactions, • Enter and maintain information in QuickBooks, • Create and update Excel spreadsheets, • Maintain insurance certificates, audit records, and renewal documents, • Follow up on missing documents, unpaid invoices, and outstanding balances, • Communicate with vendors, employees, insurance representatives, and management, • Maintain organized and confidential financial recordsQualifications Candidates must have one of the following: • Completed college coursework in Business Management, Accounting, Finance, Business Administration, or a related fieldOR, • Three to five years of relevant experience in accounting, payroll, bookkeeping, accounts payable, accounts receivable, or financial administrationRequired Skills, • Strong reading and comprehension skills, • Strong Microsoft Excel and spreadsheet skills, • QuickBooks experience, • Strong written and verbal communication skills, • Ability to clearly explain financial information, • Strong attention to detail and accuracy, • Good organization and time-management skills, • Ability to manage multiple deadlines, • Dependable, professional, and willing to learnWork Schedule Full-time position Monday through Friday Eight-hour shifts Approximately 40 hours per week Compensation Starting pay: $22.00 per hour Entry-level position Opportunity for growth based on performance, dependability, accuracy, and ability to take ownership of responsibilities

Job Description VP New Markets Tax Credit Operations About TruFund Financial Services TruFund Financial Services, Inc. ("TruFund") is a 501(c)(3) Community Development Financial Institution (CDFI) certified by the U.S. Department of the Treasury's CDFI Fund. Headquartered in New York City, TruFund serves communities through offices in Alabama, Georgia, Louisiana, New York, and Texas. Our mission is to promote economic development in underserved communities and among disadvantaged populations by providing innovative, affordable financial solutions to viable small businesses and nonprofit organizations that have difficulty accessing conventional capital. Our lending and impact efforts are further enhanced through two wholly owned subsidiaries: Empowerment Reinvestment Fund, a national Community Development Entity that uses New Markets Tax Credits to attract private investment to distressed communities, and Tru-Capital Investment Fund - Impact Developers Fund, which provides equity capital to established, underrepresented affordable housing developers nationwide. TruFund was established in 2005 as a nonprofit organization dedicated to advancing economic opportunity for people, businesses, and communities in need. Position Summary TruFund is seeking an experienced New Markets Tax Credit professional to lead the daily operations and execution of Empowerment Reinvestment Fund's NMTC platform. Reporting to the Executive Vice President and Chief Operating Officer, the VP, New Markets Tax Credit Operations will coordinate transactions from pipeline through closing, manage allocation and documentation controls, support deal sourcing, build and manage the operations team, and oversee ongoing administration of the NMTC portfolio. The role requires strong NMTC technical and execution experience; capital formation and primary underwriting leadership are not core requirements. Reports to Executive Vice President and Chief Operating Officer Location Remote with periodic travel to TruFund headquarters and other business locations Employment Full time Compensation and Benefits Estimated salary: $165,000 to $175,000, depending on NMTC technical expertise, transaction execution, portfolio administration, and management experience. TruFund also offers a full benefits package that includes health, life, dental, and disability insurance; sick leave; three weeks of vacation; three personal days; and 12 paid holidays per year. Role Scope The VP is the operational leader for the NMTC platform and is accountable for consistent, timely execution across the transaction and portfolio lifecycle. This role translates program strategy into coordinated workplans, ensures that documentation and approvals remain complete, and creates the processes, staffing, and controls needed to support closings and ongoing portfolio administration. The VP works closely with origination, asset management, compliance, finance, legal counsel, investors, leverage lenders, borrowers, and consultants. Key Responsibilities NMTC Platform Operations • Manage day-to-day execution: Own the operating calendar, workplans, priorities, handoffs, and service standards for the NMTC platform., • Build repeatable processes: Create and maintain procedures, checklists, templates, dashboards, file standards, and controls for pipeline management, diligence, approvals, closing, funding, and post-closing administration., • Coordinate cross-functional work: Align internal teams and external advisors, clarify responsibilities, escalate issues, and keep transactions and reporting obligations on schedule., • Manage consultants and vendors: Define scopes of work, coordinate assignments, monitor deliverables, and support contract and invoice administration. Transaction Coordination and Closings • Coordinate the transaction lifecycle: Develop and manage detailed timelines from initial screening through due diligence, approvals, closing, funding, and handoff to asset management and compliance., • Maintain closing readiness: Track conditions, approvals, entity documents, organizational records, third-party reports, legal documents, funding mechanics, and unresolved issues., • Facilitate diligence and documentation: Collect and organize borrower, project, investor, lender, and legal materials; confirm that the appropriate technical, legal, compliance, and business reviews are completed., • Support transaction structuring: Apply strong NMTC technical knowledge to coordinate multi-party structures and translate agreed business terms into executable closing plans., • Ensure complete handoffs: Deliver organized closing records, critical dates, reporting requirements, and monitoring obligations to asset management, compliance, finance, and other responsible teams. Deal Sourcing and Pipeline Management • Support deal sourcing: Cultivate referral sources, identify potential projects, coordinate introductory discussions, and help maintain a pipeline consistent with ERF's mission and allocation strategy., • Screen opportunities: Coordinate preliminary eligibility, readiness, impact, timing, and documentation reviews and route qualified opportunities to the appropriate decision-makers., • Maintain pipeline reporting: Keep accurate pipeline stages, anticipated allocation needs, closing forecasts, dependencies, and next actions; provide routine reports to leadership. Allocation Tracking and Portfolio Administration • Track allocation and QEI activity: Maintain current records of allocation availability, transfers to subsidiary CDEs, Qualified Equity Investments, deployment deadlines, closings, and remaining balances., • Administer sub-CDE entities: Coordinate formation, registration, good-standing requirements, annual filings, authorized signers, records, and dissolution activities with counsel and internal partners., • Maintain the system of record: Ensure executed agreements, amendments, approvals, notices, reports, and correspondence are complete, current, accessible, and retained in accordance with policy., • Coordinate portfolio requirements: Track recurring borrower, investor, leverage lender, impact, covenant, insurance, and reporting obligations and partner with asset management and compliance on follow-up., • Support AMIS and impact reporting: Coordinate data collection and quality control for Transaction Level Reports, Institution Level Reports, allocation applications, and other regulatory, investor, and impact reporting. Team Management and Continuous Improvement • Build and manage the operations team: Assess staffing needs, recruit and onboard team members, allocate work, set expectations, coach performance, and develop technical capability., • Strengthen controls: Identify execution, documentation, timing, and operational risks; implement preventive and detective controls and monitor corrective actions., • Improve platform performance: Use transaction and portfolio data to identify bottlenecks, improve cycle time and accuracy, and recommend process or technology enhancements., • Support budgeting: Develop and monitor the operational budget for staffing, consultants, legal services, site visits, systems, and other program needs. Qualifications and Experience • At least eight years of progressively responsible experience in NMTC, community development finance, commercial lending operations, tax credit transactions, portfolio administration, or a related field., • At least five years of direct NMTC experience coordinating or managing transactions, closings, allocation activity, reporting, documentation, or portfolio operations., • Strong working knowledge of Community Development Entities, Qualified Equity Investments, sub-CDE structures, Qualified Active Low-Income Community Businesses, IRC Section 45D, CDFI Fund guidance, and AMIS reporting., • Demonstrated ability to manage multiple complex transactions, stakeholders, deadlines, and documentation workstreams with accuracy and sound judgment., • Experience building or leading a team and establishing practical operating procedures, controls, dashboards, and accountability measures., • Proficiency with Microsoft Excel and transaction, document management, or portfolio systems; experience with the CDFI Fund's AMIS portal is strongly preferred., • Bachelor's degree in finance, accounting, economics, business administration, public administration, or a related field, or an equivalent combination of education and directly relevant experience., • Experience with underwriting, credit analysis, or capital formation is helpful but is not required as a core qualification for this position. \nCompany Description TruFund Financial Services, Inc. ("TruFund") is a 501(c)(3) Community Development Financial Institution (CDFI), certified by the U.S. Treasury Department’s CDFI Fund and headquartered in New York City with offices in LA, AL, TX & GA. Our mission is to promote and foster economic development within underserved communities and among disadvantaged populations. TruFund achieves this by providing innovative financial solutions that have a TruImpact, revitalize communities, and create jobs. As a nonprofit, mission-driven entity, TruFund offers affordable loan capital to small businesses and nonprofit organizations that are financially viable but have difficulty accessing capital from banks or other conventional lenders. Our lending and impact efforts are further enhanced through our two wholly owned subsidiaries: Empowerment Reinvestment Fund, a National CDE offering New Markets Tax Credit to enable access to private investment in distressed communities, and our Tru-Capital Investment Fund – Impact Developers Fund, which provides equity capital to established underrepresented affordable housing developers nationally. TruFund was established in 2005 as a nonprofit organization dedicated to advancing economic opportunities for people, businesses, and communities in need. TruFund Financial Services, Inc. ("TruFund") is a 501(c)(3) Community Development Financial Institution (CDFI), certified by the U.S. Treasury Department’s CDFI Fund and headquartered in New York City with offices in LA, AL, TX & GA. Our mission is to promote and foster economic development within underserved communities and among disadvantaged populations. TruFund achieves this by providing innovative financial solutions that have a TruImpact, revitalize communities, and create jobs. As a nonprofit, mission-driven entity, TruFund offers affordable loan capital to small businesses and nonprofit organizations that are financially viable but have difficulty accessing capital from banks or other conventional lenders.\r\n\r\nOur lending and impact efforts are further enhanced through our two wholly owned subsidiaries: Empowerment Reinvestment Fund, a National CDE offering New Markets Tax Credit to enable access to private investment in distressed communities, and our Tru-Capital Investment Fund – Impact Developers Fund, which provides equity capital to established underrepresented affordable housing developers nationally.\r\n\r\nTruFund was established in 2005 as a nonprofit organization dedicated to advancing economic opportunities for people, businesses, and communities in need.

Job Description Job Title: Analyst - Expense Approval and Processing New York, NY 10020 · Analyst · Review process and procedures for Executive Assistants and Bankers. · Ensure they follow the process in SAP Concur. · Establish practices for proper documentation and compliance. · Review expenses and report any issues. · Must have Concur experience. · 6 months contract · 3 interviews · One in-person interview · Must communicate well with Bankers and EAs. Make them understand policies and procedures for expense reporting Work schedule: The person will work 5 days a week in the office Job Description: Analyst - Expense Approval and Processing Corporate Banking COO Team Position Summary We are seeking a motivated and detail-oriented Analyst to support expense approval and administration within the Investment; Corporate Banking Chief Operating Officer (COO) team. The primary focus of the role is the review of employee expense reports in SAP Concur for completeness, accuracy, appropriate supporting documentation, and compliance with applicable expense policies. The Analyst will work closely with bankers, executive assistants, Finance (including Accounts Payable), and other support teams to resolve routine questions and help ensure timely processing. As experience develops, the role may also contribute to expense reporting, periodic monitoring, user guidance, and process improvement initiatives. Key Responsibilities Expense Report Review and Approval Review and validation: Review employee expense reports in SAP Concur for completeness, accuracy, business purpose, required receipts and other supporting documentation, and compliance with applicable expense policies. Timely approval: Process assigned expense reports accurately and within established timelines, returning reports for correction or additional information when needed. Policy application: Apply established expense rules and approval requirements consistently. Identify potential exceptions or unclear items and escalate them to the appropriate team member for guidance. Expense coverage: Review a range of expense types, including travel, meals, entertainment, team events, gifts, and other business-related reimbursements, in accordance with applicable procedures. Issue Resolution and Stakeholder Support Employee and administrative support: Respond to routine expense-related questions from bankers, executive assistants, and business support teams, and provide clear guidance on submission and documentation requirements. Cross-functional coordination: Work with Finance, Accounts Payable, Operations, and the COO team to resolve missing documentation, coding questions, duplicate or incomplete submissions, and payment-related inquiries. Escalation and follow-up: Track open questions, follow up with relevant stakeholders, and escalate unresolved or sensitive matters in a timely manner. Controls, Documentation, and Recordkeeping Control support: Help ensure that expense reports meet internal control and documentation requirements and are handled consistently across assigned business areas. Audit readiness: Maintain a clear review trail and support requests for documentation or information related to internal reviews and audits. Confidentiality: Handle employee, client, and transaction information with discretion and in accordance with applicable confidentiality requirements. Reporting and Ongoing Development Reporting support: Assist with routine expense reporting, data checks, and periodic monitoring activities to help identify missing information, policy exceptions, or unusual items. Process improvement: Identify recurring issues and suggest practical improvements to review procedures, guidance materials, reporting, or the user experience. Knowledge development: Build knowledge of expense policies, regional requirements, and related systems, with opportunities to take on broader reporting, control, and process enhancement responsibilities over time. Qualifications Education: Bachelor degree in Finance, Accounting, Business Administration, or a related discipline preferred. Equivalent relevant experience will be considered. Experience: Two to four years of experience in expense administration, expense processing, accounts payable, finance operations, or a related support role. Experience in banking, financial services, or a global corporate environment is preferred but not required. Systems and technical skills: Working knowledge of expense management platforms and Microsoft Office, particularly Excel and Outlook. Experience with SAP Concur or a similar expense system is highly desirable; familiarity with ERP or financial systems is a plus. Communication: Clear and professional verbal and written communication skills, with the ability to explain requirements and request additional information tactfully. Collaboration: Ability to work effectively with colleagues across functions, seniority levels, regions, and time zones. Judgment and integrity: Sound judgment, attention to confidentiality, and the ability to recognize when an issue should be escalated. Key Competencies Attention to detail: Comfortable performing careful, repetitive review work while maintaining accuracy and consistency. Time management: Able to manage a steady volume of expense reports, prioritize competing requests, and meet deadlines in a fast-paced environment. Problem-solving: Resourceful in resolving routine discrepancies and proactive in seeking guidance when a matter is unclear. Adaptability: Comfortable learning new systems, procedures, and policies and adjusting to changes in business requirements. Teamwork and service mindset: Collaborative, responsive, and willing to support colleagues across functions and geographies. Continuous improvement: Interested in identifying straightforward ways to improve quality, efficiency, and user support.

Job Description Hiring: Accounts Payable Associate Location: Clifton, NJ (Full-Time | On-Site) We are seeking a highly motivated and detail-oriented Accounts Payable Associate to join our team in Clifton, NJ. If you have a strong background in bookkeeping and enjoy working in a collaborative environment, we would love to hear from you. Key Responsibilities · Execute full-cycle Accounts Payable processes, including Purchase Order (PO) and invoice entry. · Process receiving documents from purchase orders and perform three-way matching with corresponding paperwork. · Maintain, update, and audit various financial spreadsheets. · Handle general administrative duties and supporting accounting tasks as needed. Requirements · Experience: Minimum of 10 years of experience in Accounting or Bookkeeping. · Technical Skills: High proficiency in standard accounting software and the Microsoft Office Suite (especially Excel). · Work Ethic: Strong organizational, prioritization, and time-management skills with exceptional attention to detail. · Communication: Clear written and verbal communication abilities. · Environment: Ability to work independently with minimal supervision while collaborating effectively within a team. Benefits & Compensation · Health Insurance · 401(k) Retirement Plan · Paid Time Off (PTO) To Apply: Please submit your resume and cover letter detailing your relevant bookkeeping and accounts payable experience.

Tax Accountant \n Location: Clifton, NJ \n \n Build Your Career with a Fast-Growing CPA Firm \n An expanding CPA firm based in Clifton, New Jersey is looking for a motivated Tax Accountant to join its growing team. This is an excellent opportunity for an accounting professional who enjoys working with a diverse client base while developing their technical expertise in a collaborative and supportive environment. \n You'll gain exposure to a variety of tax engagements across individuals, closely held businesses, partnerships, corporations, trusts, and estates, working alongside experienced professionals who are committed to helping you progress your career. \n \n The Role \n As a Tax Accountant, you'll be responsible for preparing tax returns, assisting with tax planning initiatives, researching tax issues, and supporting clients with a range of compliance requirements. You'll work closely with senior team members to ensure accurate, timely service while building long-term client relationships. \n \n Key Responsibilities \n\n • Prepare federal, state, and local tax returns for individuals, corporations, partnerships, trusts, and estates.\n, • Assist with tax planning projects and identify opportunities to improve tax efficiency for clients.\n, • Research tax legislation and resolve technical tax questions.\n, • Review financial records and supporting documentation to ensure accurate tax reporting.\n, • Communicate directly with clients to request information and provide updates throughout the engagement process.\n, • Support tax compliance, estimated tax calculations, and year-end planning.\n, • Collaborate with colleagues across tax and accounting teams to deliver high-quality client service.\n, • Maintain organised workpapers and ensure assignments are completed within deadlines.\n, • Stay current with changes to federal and state tax regulations and accounting standards.\n\n \n Qualifications \n\n • Bachelor's degree in Accounting, Finance, or a related field.\n, • CPA licence or active progress toward CPA certification preferred.\n, • 2-5 years of public accounting experience with a focus on taxation.\n, • Experience preparing individual and business tax returns.\n, • Working knowledge of federal and New Jersey tax regulations.\n, • Proficiency with tax preparation and accounting software.\n, • Strong analytical, organisational, and problem-solving skills.\n, • Excellent communication skills and attention to detail.\n, • Ability to manage multiple engagements during busy tax seasons.\n\n \n Why Join Us? \n\n • Competitive salary based on experience.\n, • Annual performance and bonus opportunities.\n, • Medical, dental, and vision insurance.\n, • 401(k) with employer contribution.\n, • Paid time off and company holidays.\n, • Flexible working arrangements and work-life balance.\n, • CPA exam support and continuing professional education.\n, • Clear career progression within a rapidly growing CPA firm.\n, • Supportive leadership with ongoing mentoring and professional development.\n, • Friendly, collaborative team culture where your contributions are recognised.\n\n \n If you're looking to join a growing public accounting firm where you can expand your expertise, work with a diverse client portfolio, and build a long-term career, we'd love to hear from you.

Sales Manager \n \n About Colonial Surety Company \n Colonial Surety Company is a national property and casualty insurance company serving businesses throughout the United States. We are experiencing significant growth and are seeking talented professionals to join our expanding organization. \n Our success is built on combining innovative technology, industry expertise, and specialized insurance solutions designed to meet the needs of small and mid-sized businesses. This is an exciting opportunity to become part of a dynamic company that values leadership, performance, and professional development. \n \n Position Summary \n Colonial Surety Company is seeking an experienced Sales Manager to lead, develop, and manage a team of Contract Surety Producers throughout the Northeast region. \n In this leadership role, you will be responsible for driving new business growth, expanding our direct client base, and building a high-performing sales organization. The ideal candidate is an energetic and results-oriented leader with a passion for coaching, mentoring, and developing successful sales professionals. \n Your leadership will play a critical role in helping Colonial Surety achieve its growth objectives while creating a culture of accountability, professionalism, and sales excellence. \n \n Work Location and Schedule \n This position is based at Colonial Surety Company's corporate headquarters with travel requirements for field calls. \n 123 Tice Boulevard \n Woodcliff Lake, NJ 07677 \n \n Professional business attire is required. \n Candidates should be prepared to work closely with sales staff, management, and cross-functional teams in a collaborative office environment. \n \n Qualifications \n Successful candidates will possess: \n\n • A minimum of five (5) years of sales leadership experience\n, • Supervisory experience in direct B2B field sales\n, • A strong entrepreneurial spirit with exceptional communication and presentation skills\n, • Experience in sales training and professional selling techniques\n, • Excellent organizational, activity management, and time management skills, with a proven ability to exceed performance goals\n, • An understanding of business financial statements; a background in accounting is a plus\n, • Insurance sales experience is preferred but not required\n\n \n Responsibilities \n The Sales Manager will be responsible for: \n\n • Leading and managing a team of 8 to 10 remote Contract Surety Producers\n, • Coaching, supervising, and providing ongoing training in technical product knowledge, competitive positioning, and professional sales skills\n, • Recruiting, selecting, developing, and directing sales personnel to meet and exceed corporate objectives\n, • Monitoring sales performance against forecasts and implementing corrective action when necessary\n, • Working closely with internal departments, including Marketing, Underwriting, and Customer Support, to maximize sales effectiveness and customer satisfaction\n, • Driving new business production and consistently exceeding revenue goals\n, • Managing the onboarding process for new customers and monitoring sales activity to ensure a positive customer experience\n, • Maintaining a high-performance sales culture focused on accountability, growth, and results\n\n \n Compensation and Benefits \n Colonial Surety Company offers a competitive compensation package that includes salary, performance-based bonus opportunities, and additional incentive programs designed to reward achievement and success. \n \n Join Our Team \n This is an excellent opportunity to lead one of four sales teams currently being established within a growing national organization. \n \n If you are a motivated sales leader looking to make a significant impact while advancing your career, we invite you to visit Colonial Surety Company's website and submit your resume along with a cover letter outlining why you would like to be considered for this position.

\n Senior Accountant \n \n Position Overview \n We are seeking an experienced, detail-oriented Senior Accountant to oversee our core accounting functions and ensure the absolute accuracy of our financial reporting. In this role, you will bridge the gap between transactional bookkeeping and high-level financial analysis. You will lead standard close processes, maintain the general ledger, and serve as a mentor to junior staff. The ideal candidate possesses top-tier analytical skills, a deep understanding of standard accounting principles, and the ability to turn complex data into strategic insights. \n \n Key Responsibilities \n Financial Reporting & General Ledger \n\n • Lead the month-end, quarter-end, and year-end close processes to guarantee timely reporting.\n, • Prepare, review, and post complex journal entries and account reconciliations.\n, • Maintain and balance subsidiary accounts by verifying, allocating, and resolving discrepancies.\n, • Produce and analyze accurate balance sheets, profit and loss statements, and other key financial documents.\n\n Compliance, Audits, & Controls \n\n • Ensure all accounting procedures strictly comply with GAAP requirements and internal policies.\n, • Coordinate directly with external auditors and compile necessary work papers and documentation.\n, • Monitor and strengthen internal controls by documenting standard operating procedures (SOPs).\n, • Support federal, state, and local tax compliance and reporting.\n\n Analysis, Budgeting, & Team Support \n\n • Assist with budgeting, financial forecasting, and variance analysis.\n, • Analyze business operations, costs, and revenues to help management make data-driven decisions.\n, • Mentor, train, and guide junior accountants, clerks, and bookkeepers.\n, • Identify and implement process improvements to streamline workflows and leverage financial technology.\n\n \n 🛠️ Skills & Qualifications \n\n • Education: Bachelor’s degree in Accounting, Finance, or a related field.\n, • Experience: Minimum of 4–6 years of progressive accounting experience.\n, • Certifications: CPA or CMA designation is highly preferred.\n, • Technical Skills: Advanced proficiency in Microsoft Excel (VLOOKUPs, pivot tables, complex formulas) and experience with ERP systems [e.g., NetSuite, QuickBooks, SAP, Sage].\n, • Compliance Knowledge: Thorough understanding of US GAAP and local tax regulations.\n, • Soft Skills: Exceptional problem-solving abilities, high ethical standards, and excellent verbal and written communication skills.\n\n

Accountability: \n The role’s primary accountability is to drive company growth by identifying, developing, and securing new business opportunities and partnerships. \n \n Essential Job Function: \n Identify customers and applications for Glatt products and services into historically non-traditional markets such as food, fine chemical, feed, detergents, enzymes, etc. in the US, Canada and Puerto Rico. 25-40 % overnight travel and 25-40 % local travel (within NJ, NY, PA, CT, MD, DE) is required. Occasional international travel required. Represent Glatt and affiliated companies at assigned trade shows \n \n Qualifications and Skills \n \n\n • Must have a Bachelor of Science degree in Engineering (Chemical or Mechanical preferred).\n, • Must have a minimum of ten (10) years of experience in Sales (capital equipment in a process application preferred).\n, • Must have excellent organizational and communication skills as well as a strong technical aptitude.\n, • Must be personable, self-motivated, assertive but able to be a team player.\n, • Must be computer literate and able to utilize standard email, word processing, spreadsheet, contact management, and ERP/accounting software (MS Outlook, MS Office, Goldmine & Navision/Dynamics preferred).\n, • Must have excellent time management skills and be able to excel in a fast-paced environment with multiple priorities.\n, • Must possess a valid driver’s license and passport.\n\n \n Responsibilities: \n \n\n • Supports GAT’s efforts into new market and product areas through a combination of industry knowledge, prospecting and presentations.\n, • Identifies potential customers, key contacts & decision makers for Glatt products and services, makes contact, presents Glatt’s capabilities and clarifies customer needs.\n, • Generates interest in Glatt products and services through personal selling, telemarketing and formal presentations.\n, • Spearheads building a relationship with leads/prospective customers and shepherds them through the early phases of the sales cycle (lab trials, initial quotations, meetings,etc.)\n, • Develops a solid understanding and knowledge of the core process technologies associated with the process equipment lines manufactured by the Glatt Group.\n, • Develops presentations on Glatt’s products and technology as needed for customer projects and as assigned.\n, • Coordinates with Glatt’s Sales department and turns over customer once interest has been demonstrated beyond the initial budget pricing phase.\n, • Develops proposals/quotations in conjunction with GAT’s technical staff for Glatt’s process equipment, engineered equipment, spare parts and engineering support services as appropriate based upon direct communication and interaction with customers in the development of system specification and design.\n, • Ensures that the commercial & contractual terms of sale for all customer orders are consistent with company policies & guidelines. This will mostly apply to lab trials and engineering studies.\n, • Develops customer loyalty through assisting and communicating customer problems & services issues to the appropriate departments/customer service areas within Glatt.\n, • Recommends specific marketing tactics to penetrate targeted market segments. Examples include e-marketing, tradeshows, seminars, ads, press releases, magazine articles,etc.\n, • Evaluates information gathered and makes recommendations for strategies and specific action plans related to specific market segments.\n, • Works collaboratively with other departments as needed to affect sales & customer service responsibilities.\n, • Provides updates and reports on activities as directed by Management. Submits expense reports, as required, displaying a prudent use of company funds and operating within company travel & expense guidelines.\n, • Manages customer information, as per departmental guidelines, including the use and maintenance of data within a customer relationship management database.\n, • Other tasks as assigned by Management.\n

Company \n Ategrity Specialty Insurance Company specializes in property, casualty, management liability, and professional liability insurance, with a strong emphasis on the excess and surplus (E&S) lines market. We partner with brokers and wholesale agents across the U.S. to deliver thoughtful insurance solutions for small and medium-sized enterprises. Our goal is to lead the E&S market through technical excellence, product innovation, and a culture that values precision, collaboration, and integrity. \n \n Position: Project Manager – Finance Initiatives \n Location: Candidate must live in the states of NY-NJ-CT and be able to commute to our office in Midtown NYC \n \n Function \n As the Project Manager supporting Finance initiatives you will be responsible for leading cross-functional teams through the ERP system implementation and other Finance-driven projects, ensuring timely delivery and seamless integration with existing systems. You will report to the Head of the Project Management Office (PMO) and collaborate closely with Finance leadership. \n \n Key Responsibilities \n\n • Project Management: Lead Finance and ERP projects with strong leadership and organizational skills. Manage competing priorities, project timelines, budgets, and resources.\n, • Requirements Gathering: Collaborate with Finance stakeholders to understand business needs. Translate those needs into detailed business requirements, process flows, and user stories, ensuring ERP functionality aligns with financial operations.\n, • Documentation: Develop and maintain comprehensive project documentation including specifications, workflows, process maps, wireframes, and functional designs tailored for Finance systems.\n, • Stakeholder Liaison: Serve as the primary point of contact between Finance, IT, vendors, and other departments. Facilitate clear communication and alignment across all project stakeholders.\n, • Process Analysis: Analyze current financial processes and identify opportunities for process improvement and automation within the ERP and other Finance systems.\n, • Project Support: Oversee system testing, develop test plans, assist with quality assurance, monitor resource allocation, and proactively manage project risks and issues.\n, • Communication: Present project updates and financial impact analyses to stakeholders and leadership. Resolve conflicts and negotiate solutions that support both technical feasibility and financial integrity.\n, • Change Management: Lead change management efforts including end-user training, adoption strategies, and support for new ERP functionalities and finance process enhancements.\n\n \n Qualifications/Requirements: \n\n • Analytical Skills: Strong ability to analyze financial data and operational processes, translating them into actionable project requirements.\n, • Communication: Excellent communication skills with the ability to engage and influence Finance, IT, and executive leadership.\n, • Technical Understanding: Solid knowledge of Finance operations, ERP systems, business analysis, and project management principles. Experience managing ERP implementations (e.g., Oracle, SAP, Workday, NetSuite, etc.) is highly preferred.\n, • Problem-Solving: Demonstrated ability to anticipate challenges, develop strategic solutions, and drive consensus among diverse stakeholders.\n, • Technical Skills: Proficiency in Azure DevOps, Microsoft Visio, MS Project, Microsoft Teams, and ERP reporting tools.\n, • Location: Candidate must live in the states of NY-NJ-CT and be able to commute to our office in Midtown NYC\n\n \n Preferred Qualifications: \n\n • Education: Degree in Finance, Accounting, Business Administration, Computer Science, or a related field.\n, • Industry Knowledge: 5+ years of project management experience with at least 3 years focused on Finance system implementations or ERP deployments.\n, • Certifications: PMP, Certified Scrum Master, Product Owner, or ERP-specific certifications are a plus.\n, • Tools: Familiarity with ERP systems, JIRA, Confluence, Azure Board, MS Planner, MS Project, or similar project management and collaboration tools.\n\n \n Benefits: \n\n • Competitive salary commensurate with experience\n, • Comprehensive benefits package including medical, dental, and vision coverage\n, • 401(k) retirement savings plan with employer match\n, • Paid time off and company holidays\n, • Professional development opportunities\n, • Collaborative and inclusive work environment with opportunities for career growth and advancement\n\n \n Ategrity Specialty Insurance Company is an equal opportunity employer and values diversity in the workplace. We encourage candidates from all backgrounds to apply. \n

Trident Consulting is seeking a “Junior AV Support Technician” for one of our clients in “New York, NY - Onsite” — a global leader in transportation. \n \n Job Title: Junior AV Support Technician \n Location: New York, NY - Onsite \n Type: W2 Contract \n Rate: $38/Hr \n \n Summary: \n We are seeking a passionate and driven Junior AV Support Technician to join our Corporate Engineering and IT team. This contract role is ideal for a motivated professional with 2 to 4 years of experience who is eager to build a long-term AV career in a fast-paced enterprise environment. Because client operates as a "Google House," teams rely seamlessly on the Google Workspace ecosystem to stay connected. You will serve as the primary on-site AV resource for our San Francisco office, ensuring our conference rooms and event spaces run flawlessly. If you have a foundational understanding of AV, a customer-first mindset, and an insatiable appetite for learning and growth, we want you on our team. \n Proactive System Maintenance: \n\n • Conduct daily health checks and preventative maintenance across SF conference rooms. Ensure all Google Meet hardware, displays, and integrated audio systems are fully functional and ready for the day.\n\n First-Line Troubleshooting: \n\n • Act as the first responder for user-facing AV issues. Provide empathetic, rapid-response support for team members and guests, ensuring minimal disruption to their meetings.\n\n Event & Production Support: \n\n • Assist with cross-functional AV needs, including room setups, equipment staging, and live event operation for all-hands meetings and special events. You will have the opportunity to shadow senior staff and learn the ropes of live audio mixing and video switching.\n\n Hardware & Inventory Management: \n\n • Maintain impeccable cable management and equipment staging in meeting spaces. Track spare parts, manage RMAs, and help maintain an organized, up-to-date hardware inventory.\n\n Ticketing & Documentation: \n\n • Manage support requests through our internal ticketing system. Log issues accurately, track them to resolution, and contribute to internal knowledge bases by drafting room setup notes, signal flow diagrams, and basic troubleshooting guides.\n\n Continuous Growth & Escalation: \n\n • Actively participate in cross-training and take ownership of small-scale AV projects. Follow established troubleshooting workflows and expertly document symptoms when escalating complex issues to senior AV engineers.\n\n \n Experience: \n\n • 2 to 4 years of hands-on experience in AV support, IT helpdesk, live event production, or a related technical support role.\n, • The "Google House" Ecosystem: Familiarity with Google Workspace, Google Meet hardware, and ChromeOS devices. You should be comfortable supporting cloud-based collaboration platforms.\n, • Technical Foundations: A solid, basic understanding of AV signal flow (audio, video, and control), EDID, common cable standards (HDMI, USB-C, CAT6), and basic networking principles as they relate to AV.\n, • Customer-First Attitude: Highly collaborative with strong verbal and written communication skills. You can explain technical concepts to non-technical users with patience and empathy.\n, • Adaptability & Problem-Solving: The ability to remain calm under pressure during high-stakes meetings, take direction well, follow established processes, and ask excellent questions.\n, • Education: High school diploma or equivalent required. Industry certifications (such as AVIXA CTS, Dante Certification, or ITIL) or relevant technical coursework are a massive plus and show your dedication to the craft.\n\n \n About Trident Consulting \n Trident Consulting is an award-winning staffing and consulting firm headquartered in San Ramon, CA. Since 2005, we’ve partnered with Fortune 500 and high-growth companies to deliver high-quality talent across technology, engineering, business operations, and professional services. \n \n We specialize in contract, contract-to-hire, and direct hire placements, supporting roles across IT, data & analytics, cloud, cybersecurity, finance & accounting, HR, operations, and more. With a strong focus on hard-to-fill and niche positions, our global recruiting engine enables us to deliver speed, quality, and scale.

Finance & Accounting Advisory – Consultant \n \n \n \n Our consultants work as part of a team with other CFGI professionals, Big 4 auditors, and client management on all facets of the engagements, including analyzing financial information, interviewing client management, identifying key issues, report writing, participating in meetings, and developing a strong relationship with client management. \n \n \n \n Take ownership of your career at CFGI: \n \n\n \n • Gain exposure to a wide range of industries and/or projects.\n \n • Make a true business impact with your clients.\n \n • Own projects from start to finish. \n \n • Experience client interaction and thrive in a client-facing role.\n \n • Be consistently challenged and learn through a collegial environment created from top tier experts hired within the firm. \n \n • Enjoy the flexibility of office/remote/client site work locations (engagement specific).\n \n • Create your own path.\n \n • Enjoy what you do!\n \n\n \n \n \n What you might expect: \n \n\n \n • Preparation of operational due diligence for complex transactions (i.e. – acquisitions and divestitures, stock offerings, debt raises, IPO’s). \n \n • Accounting projects focused on carving out business units/subsidiaries. \n \n • Integration with client’s internal staff as a subject matter expert when it comes to operational senior accounting tasks or overall financial team support.\n \n • Preparation of financial and regulatory information in accordance with SEC and regulatory requirements (i.e. – 10K’s, 10Q’s, S-1 and S-4 filings, audit coordination). \n \n • Research & documentation projects related to new ASC accounting standards.\n \n • Process improvement projects and implementation of changes.\n \n\n \n \n \n What you must have: \n \n\n \n • 2.5–5 years of experience in public accounting, accounting advisory, consulting, and/or corporate accounting/finance.\n \n • Minimum of 2 years of experience at a Big 4 firm (Deloitte, EY, KPMG, or PwC).\n \n\n \n \n \n What sets you apart: \n \n\n \n • Experience applying U.S. GAAP through financial statement preparation, audit engagements, month-end close, financial reporting, or technical accounting research.\n \n • Experience owning portions of accounting, audit, or finance-related workstreams and deliverables.\n \n\n \n \n \n Nice to have: \n \n\n \n • CPA license or active progress toward CPA certification.\n \n • Exposure to SEC reporting and filings, including Forms 10-K, 10-Q, and S-1.\n \n • Experience in one or more complex accounting areas (e.g., revenue recognition, leases, business combinations, or stock-based compensation).\n \n\n \n \n \n Who thrives here: \n \n\n \n • Excellent interpersonal, written, and oral communication skills with an ability to assimilate easily into teams.\n \n • Effective analytical and critical thinking abilities.\n \n • Entrepreneurial nature, self-motivated, ethical, and dependable.\n \n • High energy with commitment to quality client service.\n \n\n \n \n \n CFGI is dedicated to offering our employees strong and inclusive total compensation packages. Offer packages are based on several factors, such as the specific role and level being hired for, location, as well as the individual's skills, experiences, and qualifications. The good-faith estimated base salary range for this position is: $95,000 - $115,000. In addition to the base compensation, CFGI offers a competitive benefits package and various bonus programs and incentives, based upon an individual’s level and overall work performance. \n \n \n \n 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.

A top-tier consulting firm with offices across the U.S. is actively seeking professionals to join its growing team. You’ll gain broad, hands-on experience across a variety of high-impact projects, expanding your skill set. You’ll partner with large, well-known organizations on complex initiatives like IPO readiness, M&A, and carve-outs—working on projects that are both challenging and career-defining. \n \n We are looking for accountants and finance professionals who want to grow, diversify their experience, and increase their long-term marketability. The role offers competitive compensation, performance incentives, and a comprehensive benefits package including healthcare, PTO, retirement plans, and professional development support. \n \n Ideal Candidates \n\n • 3–6 years of audit experience within a public accounting firm\n, • CPA designation or actively working toward certification\n, • Strong analytical and technical audit capabilities, with solid knowledge of U.S. GAAP and FASB standards\n, • Demonstrated curiosity and enthusiasm for gaining diverse, hands-on professional experience\n\n \n ID#36209

Chief Financial Officer (CFO) - Single Family Office \n \n Single Family Office located in midtown Manhattan is seeking a Chief Financial Officer. Responsibilities of the office include investing, accounting and tax management, estate planning, charitable giving, banking, and bill pay. The office is both an asset manager and a client-service organization. \n \n Reporting to the CIO, the CFO will be responsible for preparing, analyzing and managing the accounting and financial reporting for a wide range of investments (including public and private equity and credit along with allocations to outside investment managers) held by family-controlled entities that include individuals, trusts and foundations. This position is responsible for ensuring timely and precisely accurate accounting and reporting on both a tax and P&L basis. Responsibilities also include bill pay and a strong focus on tax advice/oversight/management. The office aims to instill a “best practices” approach to process in order to improve workflow, streamline reporting and enhance service delivery to the family. \n \n Responsibilities: \n \n\n • Oversee the day-to-day operations of the Family Office Finance & Accounting team.\n, • Oversee the timely and accurate preparation of financial and investment reports including tax reporting and investment P&L.\n, • Enhance balance sheet/net worth reporting; provide periodic financial reports for assets, cash flow and personal spending\n, • Oversee tax planning for the Family Office and its members, including both federal and state obligations. Identify and analyze tools for reducing tax liability, including New York PTET structure, management of charitable contributions, management of timing around realizations, etc. Plan for future tax obligations (e.g., estimated payments).\n, • Contribute original thinking on potentially advantageous structures for the Family Office (Lender’s, insurance wrappers, etc.) in consultation with relevant domain experts.\n, • Serve as the primary point of contact with outside tax preparers. Assist in information gathering and ensure recommended tax payments and filings are made on a timely basis; review all third-party prepared tax returns.\n, • Work closely with outside accountants, banks, investment custodians, third-party administrators, attorneys, and systems service providers to achieve various objectives.\n, • Work closely with external legal and tax teams around estate planning. Oversee implementation and management of structures necessary to achieve estate planning objectives.\n, • Bill payment and cash management; review check payments, ACH transfers, and bank wires.\n, • Review new account documents, including bank, brokerage, loan documents, and subscription and legal documents as needed.\n, • Prepare ad hoc reports by collecting, analyzing, and summarizing data.\n, • Prepare annual operating budget for Family Office.\n, • Oversee expense management for Family Office. Look for opportunities to improve operations and reduce costs.\n, • Supervise, train, and mentor staff.\n, • Maintain security by enforcing internal controls over cash and investment accounts. Remain current on “best practice” cash and banking security procedures and ensure they are incorporated in Family Office protocols.\n, • Provide cash management analysis and forecasting.\n, • Manage charitable giving and pledge obligations/cash flows from Family Office members including multiple foundations. Ensure proper record keeping and reporting.\n, • Oversee all books and records of the Family Office, including ensuring that all such documents are properly maintained on the centralized server.\n, • Ensure compliance with all tax, reporting and financial laws and regulations.\n\n \n Qualifications: \n \n\n • Bachelor’s Degree with an extended track record of accounting experience, preferably within a Family Office.\n, • CPA and/or MS, significant tax exposure strongly preferred.\n, • Strong technical accounting and financial reporting skills (including advanced proficiency in Excel).\n, • Ability and willingness to be both responsive and proactive.\n, • Strong attention to detail; highly organized and capable of managing multiple priorities.\n, • Strong verbal and written communication skills; even tempered with strong listening skills.\n, • Respectful, honest, discreet, and of high integrity.\n, • Ability to understand complex matters and explain to family members and office staff.\n, • Comfortable in a small office environment and possesses an entrepreneurial spirit.\n, • Experience with one or more general ledger accounting and portfolio accounting systems preferred; capable of overseeing vendor relationships including outside accountants and software/service providers.\n, • Demonstrated client service mentality.\n, • Ability to work within a team and to manage the Finance team.\n, • Ability to manage projects within a tight timeframe; willing to undertake additional responsibilities depending on office workflow.\n, • Able to rely on sound independent judgment and prior experience in supervising staff in an environment where flexibility and adaptability are required.\n\n

The Opportunity \n We are a founder-owned luxury transportation company, operating an asset-light model across multiple entities and states. We’re ready to add a Controller who brings deep technical accounting expertise, proven process optimization, and the drive to build infrastructure that supports the next stage of the company’s growth. \n You will report directly to the CFO and work closely with an established accounting team that knows the business well. We are looking for a technical accounting partner who can own the close, lead the audit relationship, and bring structured process where it’s needed. You’ll earn autonomy quickly here: the expectation is a structured ramp-up, then the freedom to run. \n What You’ll Own \n Financial Reporting & Close Management \n\n • Own the full monthly, quarterly, and annual close process; work with the existing accounting team to drive continuous improvement in close timelines and accuracy\n, • Prepare and present financial statements in accordance with US GAAP, with particular attention to revenue recognition across service types, multi-entity consolidation, and contractor/vendor accounting\n, • Build and maintain the company’s accounting policy documentation, working with the team to codify the institutional knowledge and practices\n, • Produce management reporting that gives the CFO and ownership clear, actionable insight — not just numbers, but narrative\n\n General Ledger & Internal Control \n\n • Maintain and improve the general ledger in Workday Financials; own the chart of accounts, intercompany entries, and elimination processes across multiple entities\n, • Assess the current state of internal controls and develop a practical, right-sized control framework — one that protects the company without creating bureaucracy that slows a fast-moving business\n, • Identify and implement process improvements that reduce manual work\n, • Serve as the primary day-to-day contact for external auditors; manage the audit timeline, prepare schedules, and resolve questions efficiently\n, • Coordinate with outside tax advisors on federal and multi-state filings, ensuring the accounting team provides clean, timely data; flag tax-relevant transactions proactively\n, • Prepare support for the founder’s related entities, working with external advisors as needed\n, • Lead a team of 1–3 accounting professionals; set clear expectations, develop skills, and build on the team’s existing strengths to handle growth without simply adding headcount\n, • Foster a culture of accuracy, curiosity, and continuous improvement. Technology & Process Modernization\n, • Serve as the functional owner of Workday Financials from an accounting perspective; partner with IT and operations to optimize configuration, reporting, and integrations\n, • Evaluate and recommend tools that complement Workday — whether for expense management, AP automation, close management, or analytics — with a bias toward reducing repetitive work so the team can focus on judgment and analysis\n\n Who You Are \n Required \n\n • CPA license (active)\n, • 5+ years of progressive accounting experience, with a meaningful portion in external audit and subsequent experience in a corporate/industry Controller or senior accounting role\n, • Deep working knowledge of US GAAP, particularly revenue recognition (ASC 606), multi-entity consolidations, and intercompany accounting\n, • Hands-on experience managing a monthly close process end to end and serving as the primary audit liaison\n, • A management style that is direct, organized, and development-oriented. You should be comfortable holding people accountable while investing in their growth.\n\n \n Strongly Preferred \n\n • Experience in a services, transportation, or other asset-light business model. The revenue recognition and cost structure patterns in these industries translate well\n, • Working knowledge of Workday Financials, including module configuration, report building, and integration management\n, • Exposure to founder-owned or closely held private companies, where you understand the dynamics of working with ownership directly and navigating related-entity considerations with appropriate discretion\n, • Experience with ERP systems at an administrative or power-user level. We run Workday Financials, but we are more interested in your ability to learn and optimize a system than in whether you’ve used this specific one. If you’ve been a strong user of NetSuite, SAP, Oracle, Sage Intacct, or a comparable platform, you’ll adapt.\n, • Multi-entity and multi-state accounting experience. We operate across state lines and support related legal entities — you need to be comfortable with consolidation complexity and varied compliance requirement\n, • Demonstrated comfort with technology modernization — you’ve led or contributed to an ERP migration, automation initiative, or process overhaul in a prior role\n, • Familiarity with AI-powered accounting tools or a clear point of view on where automation should replace manual effort in the close, reconciliation, and reporting cycle. This is increasingly table stakes for the profession, and we want someone who leans forward on it\n\n \n What Will Make You Successful \n\n • Here Beyond the technical requirements, we’re looking for a specific type of professional\n, • You are a self-starter who doesn’t need to be managed closely. The CFO will invest time in onboarding you and building the relationship, then expects to step back. You should be energized by that autonomy, not anxious about it\n, • You know when to check in and when to run. Not every decision needs approval, but some do. You have the judgment to know the difference, and you communicate proactively when something is heading off-track rather than waiting to be asked\n, • You will challenge ideas constructively. We want your perspective, especially when you see risk or disagree with a direction. What we value is someone who raises concerns directly and supports them with evidence — then commits fully once a decision is made\n, • You bridge the technical and the practical. The leadership team understands the business deeply. Your value-add is connecting business knowledge to the accounting and reporting implications — explaining complex treatments and risks in clear, accessible terms\n, • You take ownership of problems, not just tasks. When something needs fixing — a process, a reconciliation, a deadline — you don’t just flag it. You come with a recommendations\n\n What the First 90 Days Look \n\n • Like We don’t expect you to transform the function in your first quarter. We do expect you to Immerse yourself in the business — understand how we generate revenue, where cash moves, who our key partners and vendors are, and how the operational model connects to the financials\n, • Conduct a thorough assessment of the current state of the books, the close process, internal controls, and the Workday configuration. Produce a written evaluation with a prioritized improvement plan\n, • Build relationships with the external audit partner, outside tax advisor, banking contacts, and key internal stakeholders.\n, • Lead at least one close cycle start to finish, identifying friction points and quick wins.\n\n \n Work Environment & Logistics \n\n • We are an in-person-first organization. We believe that proximity matters — especially during your first several months when relationship-building and hands-on assessment of our processes require being in the room. That said, we are adults. Periodic remote work to accommodate life is expected and supported; we simply don’t operate on a permanent hybrid or remote schedule. This role may involve occasional travel to other company locations.\n\n \n Salary: On-Target Earnings: $150,000 based on experience and competency. \n \n Work Authorization \n Applicants must be legally authorized to work in the United States and maintain valid work authorization throughout their employment. This position is not eligible for employer-sponsored work authorization or visa sponsorship now or in the future. Employment is contingent upon successful completion of Form I-9 employment eligibility verification.

Accounting Manager – Real Estate \n 📍 New York, NY | Full-Time \n \n We are partnering with a well-established real estate investment, development, and management firm seeking an experienced Accounting Manager to join its New York office. \n \n This is an excellent opportunity for an accounting professional who enjoys working in a fast-paced, entrepreneurial environment and wants broad exposure across the real estate business. Reporting directly to the Controller, the Accounting Manager will play a key role in overseeing day-to-day accounting operations, financial reporting, month-end close, internal controls, and the continued development of the accounting team. \n \n Why Consider This Opportunity? \n This position offers the opportunity to join an established real estate organization while taking on a highly visible and impactful role. The Accounting Manager will have the ability to work closely with senior leadership, contribute to process improvements, develop team members, and gain exposure to multiple areas of the real estate investment and development business. \n \n For an accounting professional looking for a role that combines technical accounting, leadership, process improvement, and broader business exposure, this is an excellent next step. \n The ideal candidate will bring a strong technical accounting foundation along with a hands-on, collaborative approach. This position will work closely with professionals across development, asset management, investments, and other areas of the organization, providing an opportunity to gain exposure beyond traditional accounting responsibilities. \n \n Key Responsibilities \n\n • Lead and manage the month-end, quarter-end, and year-end close processes, ensuring timely and accurate financial reporting\n, • Oversee day-to-day accounting activities, including general ledger, accounts payable, accounts receivable, treasury, and cash management\n, • Review and approve journal entries, account reconciliations, financial statements, and variance analyses\n, • Oversee accounting for multiple entities, including intercompany transactions and consolidated reporting\n, • Maintain strong accounting policies, procedures, and internal controls\n, • Identify opportunities to streamline workflows, strengthen controls, and improve or automate accounting processes\n, • Manage, mentor, and develop accounting team members while promoting accuracy, accountability, and professional growth\n, • Coordinate with external auditors, tax professionals, and other third-party service providers\n, • Partner cross-functionally with development, asset management, investment, and operations teams\n, • Assist with annual budgeting, forecasting, cash-flow analysis, and other financial planning initiatives\n, • Support special projects and provide accounting and financial analysis to senior management as needed\n, • Help enhance accounting systems, reporting capabilities, and processes as the organization continues to grow\n\n \n Qualifications \n\n • Bachelor’s degree in Accounting, Finance, or a related field\n, • 5+ years of progressive accounting experience\n, • Strong knowledge of GAAP, financial reporting, general ledger accounting, reconciliations, and month-end close\n, • Experience with multi-entity, intercompany, and consolidated accounting\n, • Previous experience supervising, mentoring, or developing accounting professionals\n, • Strong analytical, organizational, and problem-solving skills\n, • Excellent attention to detail with the ability to manage multiple priorities and deadlines\n, • Strong Excel skills and experience working with ERP or accounting systems\n, • Ability to communicate effectively and collaborate with both accounting and non-accounting professionals\n\n \n Highly Preferred \n\n • CPA or CPA candidate\n, • Previous real estate accounting experience\n, • Background in public accounting or audit\n, • Experience with Yardi, NetSuite, Ramp, or similar accounting and financial systems\n, • Experience improving month-end close procedures, implementing new processes, or automating reconciliations and reporting\n\n

About the Company \n Excellent Opportunity to join a great team as a Consolidations Manager with a global public consumer goods company based in New York City. This is a hybrid work situation- onsite required Tuesday and Thursdays. \n \n Responsibilities \n Assist in managing the monthly global financial consolidation process and review consolidated financial statements, including analysis of results and resolutions of differences and/or inquiries. \n Perform quarterly analytical review of consolidated results, including streamlining data collection. \n Work closely with local finance personnel and external auditors on key drivers of financial fluctuations. \n Work closely with local and divisional finance personnel to implement more efficient and effective processes. \n Assist with the performance of Sarbanes-Oxley controls related to Financial Accounting Close and Quarterly Reporting processes. \n Assist with the preparation of sections of Audit Committee communications and supporting other quarterly reporting activities. \n Assist with the completion of ad-hoc requests made by senior management. \n Self-development, through internal/external training, performance evaluations, etc. \n \n Qualifications \n Bachelor’s degree in accounting \n CPA \n \n Required Skills \n Strong analytical and technical accounting skills, creativity and flexibility. \n 6-8 years of business experience with combination of public accounting (Big 4) and industry experience (public company) preferred. \n Public entity reporting requirements knowledge desired. \n Strong computer skills, particularly in MS Excel and Word. \n Working knowledge on Workiva and Hyperion is preferred.