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Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is non-exempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Be a Proactive Community Ambassador • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. Provide Tax Expertise • Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools., • Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds, • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand., • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing, • Must be willing to wear a TurboTax uniform, • Must be willing to work in a front facing retail environment Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: New York $32.50 - $36.00 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 pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is non-exempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Be a Proactive Community Ambassador • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. Provide Tax Expertise • Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools., • Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds, • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand., • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing, • Must be willing to wear a TurboTax uniform, • Must be willing to work in a front facing retail environment Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: New York $32.50 - $36.00 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 pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is non-exempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Be a Proactive Community Ambassador • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. Provide Tax Expertise • Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools., • Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds, • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand., • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing, • Must be willing to wear a TurboTax uniform, • Must be willing to work in a front facing retail environment Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: New York $32.50 - $36.00 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 pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

For over 100 years, a family-owned company has built a reputation for stability, integrity, and long-term success. They are committed to developing the next generation of accounting professionals by providing hands-on training, mentorship from experienced leadership, and opportunities for career growth. This role is ideal for a recent college graduate or an early-career professional looking to build a strong foundation in accounting. \n \n About our Client: \n\n • Direct mentorship and training from experienced accounting leadership.\n, • Exposure to accounting, tax, and financial operations in a well-established organization.\n, • Career advancement opportunities within a growing company.\n, • Collaborative environment with other early-career professionals.\n, • Stable, family-owned business with over 100 years of success.\n, • Ongoing professional development and learning opportunities.\n\n \n Title: Staff Accountant \n Location: Stamford, CT \n Potential Compensation: $50,000 to 75,000 + Bonus \n Benefits: Medical, Dental, 401k, PTO and more \n \n Position Summary \n We are seeking a motivated and detail-oriented Accounting Associate to join our growing team. This is an excellent opportunity for someone beginning their accounting career who is eager to learn, develop technical accounting and tax skills, and grow alongside a collaborative group of recent hires and experienced leaders. The selected candidate will receive direct training and mentorship while gaining exposure to various accounting, tax, and financial processes. \n \n Key Responsibilities \n\n • Assist with day-to-day accounting activities, including account reconciliations, journal entries, and transaction review.\n, • Support the preparation and maintenance of financial records and reports. Job costing factoring, scheduling and forecasting reports + budgets.\n, • Assist with tax preparation, tax compliance, and supporting schedules for federal, state, and local filings.\n, • Review financial data for accuracy and completeness.\n, • Help maintain accounting records, workpapers, and supporting documentation.\n, • Participate in month-end and year-end closing processes.\n, • Assist with accounts payable, accounts receivable, and general ledger functions as needed.\n, • Work closely with accounting leadership to learn company processes, accounting procedures, and industry best practices.\n, • Collaborate with team members on special projects and process improvement initiatives.\n, • Stay informed on accounting standards, tax regulations, and company policies.\n, • Maintain confidentiality of financial and business information.\n, • Build professional skills through ongoing training, mentorship, and development opportunities.\n\n \n Qualifications \n\n • Bachelor's degree in Accounting, Finance\n, • Recent graduate or 1-3 years of accounting, finance, tax, or bookkeeping experience.\n, • Strong attention to detail and organizational skills.\n, • Proficiency in Microsoft Excel and other Microsoft Office applications.\n, • Strong analytical and problem-solving abilities.\n, • Eagerness to learn and develop a career in accounting and tax.\n, • Excellent communication and interpersonal skills.\n, • Ability to work both independently and collaboratively within a team environment.\n\n Benefits: 401k automatic contribution, full healthcare + more!

Coda Search is partnering with a prominent vencture capital group with offices located in Stamford, CT. This is a well-known firm that has a global presence with just under $10BN AUM. The team is seeking to hire a Senior Accountant on the corporate accounting team who will be responsible for managing the month-end close, GL, and assisting the wider team with cash management activities. \n \n The team has great tenure across the group and has been known to promote people from within. The role gets great exposure across the group and has the opportunity to work with both domestic and international stakeholders. \n \n Responsibilities: \n\n • Manage the month-end close overseeing various items on the balance sheet and income statement\n, • Manage the GL and reconcile any discrepancies\n, • Prepare schedules and oversee various investments\n, • Assist with budgeting and forecasting for the US operations\n, • Partner with the wider group overseeing various cash management activities\n, • Assist with the annual audit preparing any supporting documentation and schedules\n\n \n Qualifications: \n\n • Bachelors in Accounting or Finance\n, • Strong Excel skills (vlookups/pivot tables)\n, • Strong US GAAP experience\n, • Excellent communication and presentation skills\n, • Prior experience in Financial Services a plus\n

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is non-exempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Be a Proactive Community Ambassador • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. Provide Tax Expertise • Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools., • Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is non-exempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Be a Proactive Community Ambassador • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. Provide Tax Expertise • Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools., • Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.

Job Description Insight Global's client, is seeking an Underwriting Assistant to support its Facultative Property Reinsurance underwriting team. This individual will play a key role in underwriting operations, partnering closely with Underwriters and brokers to ensure submissions, policy documentation, and account administration activities are completed accurately and efficiently. This is an excellent opportunity for an insurance professional with reinsurance experience who thrives in a fast-paced, detail-oriented environment. Day-to-Day: • Support Underwriters with account setup, submission review, and policy processing, • Work with brokers to obtain missing underwriting information and documentation, • Prepare and process quotes, binders, policies, endorsements, and notices, • Perform policy coding, data entry, and quality control checks within internal systems, • Generate broker correspondence and provide follow-up on outstanding items, • Assist with administrative and operational tasks to support underwriting teams, • Ensure transactions are completed accurately and within established timeline REQUIRED SKILLS AND EXPERIENCE • Experience in facultative property reinsurance, • 3-5+ years of insurance industry experience, • Experience supporting Underwriters on policy administration and account management activities • Experience reviewing submissions and obtaining missing information from brokers or clients, • Exposure to quotes, binders, policy issuance, endorsements, and related insurance documentation • Strong data entry, policy coding, and quality control experience, • Excellent attention to detail and communication skills, • Bachelor's degree preferred NICE TO HAVE SKILLS AND EXPERIENCE Experience within Commercial P&C, E&S, Specialty, Property, Casualty, or Energy insurance environments.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is non-exempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Be a Proactive Community Ambassador • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. Provide Tax Expertise • Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools., • Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is non-exempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Be a Proactive Community Ambassador • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. Provide Tax Expertise • Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools., • Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.

Company Description Ultra Pure, LLC is the leading U.S.-based bulk alcohol supplier, providing high-quality ethanol and high-proof spirits to a wide range of industries including beverage, food and flavor, healthcare, research, and personal care. The company sources alcohols and spirit bases globally and distributes them through multiple U.S. distribution centers, serving distilleries, bottlers, blenders, spirit brand owners, and industrial clients. Ultra Pure is focused on streamlined distribution and personalized customer service, positioning itself as a competitive partner in the ethanol and distilled spirits markets. The team works closely with customers to deliver tailored, cost-effective solutions that meet specific business needs and operational requirements. Candidates joining Ultra Pure will be part of a growth-oriented organization with a strong customer-centric culture. Role Description The Accounts Receivable Clerk is a full-time, on-site role based in the Darien, CT office. This position is responsible for managing customer invoices, posting payments, and monitoring accounts to ensure timely collections and accurate records. Daily tasks include reconciling customer accounts, researching and resolving payment discrepancies, and preparing reports related to receivables and aging accounts. The role also involves communicating with customers regarding outstanding balances, coordinating with internal teams to resolve billing issues, and supporting month-end closing processes. The Accounts Receivable Clerk will help maintain efficient financial operations and support the overall accounting function. Qualifications • Candidates should possess finance and accounting skills, including a solid understanding of accounts receivable processes and basic bookkeeping., • Candidates should possess analytical skills to reconcile accounts, identify discrepancies, and interpret aging reports accurately., • Candidates should possess invoicing skills, including generating, reviewing, and updating customer invoices and payment records., • Experience or knowledge of item fulfillment's and how to relieve inventory is a plus, • Candidates should possess strong communication skills to interact professionally with customers and internal teams about billing and payments., • Proficiency in accounting software and spreadsheet tools (e.g., NetSuite & Excel) is beneficial., • Attention to detail, organizational skills, and the ability to manage multiple accounts and deadlines are important., • Prior experience in accounts receivable, billing, or general accounting is preferred., • An associate’s or bachelor’s degree in Accounting, Finance, Business, or a related field is a plus. Schedule • Monday through Friday, • 8:30AM to 5PM, • 30 Minute Lunch Break, • 100% On Site Position in Darien, CT Compensation • $55k to $65k, • Medical, Dental and Vision Insurance, • 4% 401k Match, • PTO & Holidays, • Office provides lunches on Friday's

Position: Audit Director Location: New Canaan, Connecticut Position is available due to succession planning and growth/expansion Compensation: 170-190K (DOE) + bonuses Work Schedule: Hybrid Work Schedule 3 days on site, 2 days remote No agency or recruiter submissions - direct applicants only Due to Succession Planning and growth, we are looking to expand our Senior Leadership team on our Audit/Assurance Team in New Canaan, CT as we continue building for the Future! This is an excellent leadership opportunity to be part of an independent, successful, family-oriented Professional Services Firm that provides a healthy work/life balance, flexibility, and career growth. We have been named a Top Workplace by Hearst Media Group multiple years, recognized in Accounting Today as a Top Firm in New England, Inside Public Accounting Top 400 Firms, and Best of Accounting Award! With offices in Ridgefield and New Canaan CT, Reynolds + Rowella provides accounting and advisory services to individuals and businesses. We’re proud to be one of the few independent regional accounting firms in Fairfield County—offering the expertise and reach of a large firm with the personal touch of a close-knit team. Why work with Reynolds + Rowella? We offer: • Healthy Work/Life Balance and Flexibility – Hybrid Work Schedules, • Rewarding Working Culture – team building and volunteer events, employee-led committees, • Coaching/Mentorship Programs for our staff, • Reasonable/Achievable work hours during Tax Season, • Strong Competitive Compensation + bonuses, • 401K savings plan with company match, • Strong Comprehensive Benefits: Medical, Dental, Vision, Voluntary/Company Paid Life Insurance, short/long-term disability insurance, Medical FSA and Dependent Care, • Generous PTO Program + Paid Holiday Schedule, • Tuition / CPA exam & study materials reimbursement, including paid weekly study time, • Gym Membership reimbursement, • Summer Flex Time/Hours – off Fridays, • Dress for your day policy Summary of Position: The Audit Director serves as a key liaison between partners, clients, and professional staff, providing leadership across the firm’s audit practice. This role is responsible for overseeing audit engagements and related projects, ensuring effective planning, staffing, and execution based on engagement complexity and scope. The Director leads and develops team members at all levels, with a strong focus on coaching, training, and mentorship. In addition, this position plays a critical role in driving strategic initiatives within the audit practice, contributing to business development efforts, and supporting the firm’s overall growth objectives. Essential Functions: • Serve as the firm’s primary resource for technical audit matters, providing guidance to partners and staff, • Oversee the audit department budget, including planning, monitoring performance, and evaluating ROI on technology and initiatives, • Lead the selection, implementation, and optimization of audit-related software and tools, • Ensure the department maintains access to technical resources and continuing education to stay current with industry developments, • Monitor and interpret changes in audit regulations and standards (federal and applicable state), communicating impacts and required process changes to internal teams and clients, • Provide regular updates to the partner group on department performance, engagement status, operational issues, and strategic initiatives, including recommended solutions, • Identify and drive improvements in efficiency, processes, and overall department performance, • Oversee the planning, staffing, and execution of audit engagements, ensuring timely and high-quality delivery, • Anticipate engagement risks - address complex issues proactively with both staff and clients, • Manage/Track engagement profitability, ensure projects are completed within budget, • Coach, mentor, and develop staff across all levels throughout the audit lifecycle, • Lead department workforce planning, including forecasting staffing needs and overseeing training initiatives, • Provide ongoing performance feedback and establish goals to drive productivity and professional growth, • Build/Maintain strong client relationships, ensuring high levels of satisfaction and retention, • Collaborate with the tax team to coordinate client service and optimize engagement delivery, • Participate in business development, including networking, proposals, promoting firm services, • Negotiate engagement scope/fees, including addressing additional billing where appropriate, • Promote/Uphold firm policies, procedures, culture, serving as a leader within the organization, • Maintain deep knowledge of client businesses and industries to provide high-value insights, • Complete (CPE) requirements to sustain and enhance technical expertise Other Functions: • Participate in professional and community organizations to enhance the firm’s visibility and support business development efforts, • Travel locally to client sites, meetings, and seminars (primarily same-day travel; minimal overnight travel) Minimum Qualifications: • 12+ years of progressive public accounting experience with strong focus on auditing privately held companies across diverse industries, including clients ranging from approximately $10 million to $300 million in annual revenue., • Minimum of 3 years of experience at Manager or Senior Manager level within a regional or mid-tier public accounting firm., • Experience managing/overseeing employee benefit plan audits., • Bachelor’s degree or master’s degree in accounting, • CPA License, • Fluency in current audit pronouncements, • Demonstrated business development experience, including identifying opportunities, cultivating prospects, and contributing to practice growth., • Strong technical accounting/auditing knowledge with the ability to research, interpret, and apply professional standards., • Experience performing and supervising Audit, Review, Compilation, and Agreed-Upon Procedures (AUP) engagements., • Proven ability to prepare, review, and communicate complex accounting and auditing matters through well-written technical memoranda and client communications., • Exceptional verbal/written communication skills with ability to interact effectively with clients, partners, staff at all levels., • Strong leadership, mentoring, and coaching abilities with a passion for developing and retaining high-performing teams., • Hands-on mindset with willingness to assist engagement teams in detailed audit procedures and testing when necessary., • Demonstrated success in building, managing, expanding long-term client relationships - while delivering client service., • Ability to manage multiple engagements simultaneously while maintaining quality, timeliness, and profitability., • Ability to work overtime from January to March (ranging from 45-55 hours) Occasional overtime work is required throughout the year. Reynolds + Rowella, LLP is an Equal Opportunity Employer and does not discriminate against qualified applicants with regard to race, color, religion, age, sex, national origin, disability, sexual orientation, genetics or veteran status. In addition to federal law requirements Reynolds + Rowella, LLP complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment. This job description indicates in general terms, the type and level of work performed. The duties described are not to be interpreted as being all-inclusive and management reserves the rights to add, modify, change or rescind the tasks as assigned at any time. Nothing in this position description changes the at-will employment relationship existing between the company its employees

A dynamic organization under new leadership and committed to modernization, innovation, and operational excellence. As the company continues to grow, they are seeking a Staff Accountant eager to develop their technical skills, support core accounting operations, and contribute to analytics‑driven process improvements Why Join? • Be part of a forward‑thinking finance team focused on modernization., • Opportunity to learn automation tools and gain exposure to data analytics projects., • Collaborative environment with leadership invested in professional growth., • Hands‑on experience across multiple areas of accounting with room to expand Title: Sr/Staff Accountant – Data Analytics Focus Location: Westport, CT Potential Compensation: $65,000 – $75,000 Role Overview The Staff Accountant will assist the Senior Accountant, Controller and finance team with daily accounting activities, month‑end close procedures, and ongoing process‑improvement initiatives. This role is ideal for someone who enjoys diving into data, improving workflows, and helping build a more efficient accounting function. As the company scales, this role offers meaningful opportunities to take on more advanced analytical and operational responsibilities. Key Responsibilities • Support efforts to streamline and modernize accounting processes and systems., • Perform core accounting tasks including journal entries, AP/AR processing, bank reconciliations, and account analyses., • Contribute to month‑end and year‑end close activities., • Assist in building or optimizing automation workflows and analytical tools (e.g., Alteryx, Python, Power Query, or similar)., • Prepare routine financial reports, schedules, and internal analyses., • Maintain accuracy and compliance with GAAP and internal control standards., • Partner with leadership on ad‑hoc projects, reporting enhancements, and workflow improvements., • Utilize Yardi for property management accounting tasks; training provided if new to the platform. Qualifications • 1–3 years of accounting experience, CPA Track/CPA preferred, • Previous experience and/or strong interest in data analytics, automation, and process improvement., • Familiarity with tools such as Excel (advanced), Power Query, or other automation platforms; exposure to Python or Alteryx is a plus., • Experience with Yardi preferred but not required., • Solid understanding of GAAP principles., • Strong communication skills, attention to detail, and ability to thrive in a fast‑paced, evolving environment., • Self‑motivated and curious, with a desire to grow both accounting and technical skill sets.

Senior Financial Advisor Elevate Your Practice. Expand Your Impact. You've built a successful career advising clients. Now it's time to partner with a firm that's equally invested in your continued growth. At Baystate Financial, we believe our advisors deserve the same level of attention and support that they provide to their clients. We treat our advisors as our clients, surrounding you with the resources, infrastructure, and collaborative team needed to help you deepen client relationships, grow your business, and spend more time doing what you do best—advising clients. Whether you're looking to transition an existing book of business, expand your planning capabilities, or leverage a stronger platform, Baystate Financial provides the flexibility and support to help you achieve your next level of success. Why Experienced Advisors Choose Baystate Financial • Dedicated operational and administrative support that allows you to focus on clients—not paperwork., • Comprehensive wealth management, insurance, estate, retirement, and business planning resources., • Access to an experienced team of specialists and advanced planning professionals., • Robust marketing, technology, and client engagement tools., • A collaborative culture that values entrepreneurship while providing institutional-level resources., • Flexibility to build your practice your way with a hybrid work environment. Compensation Your earning potential is designed to grow with your practice. Baystate Financial offers highly competitive commission structures, production incentives, and performance-based bonuses. Advisors have the flexibility to build a business aligned with their personal and professional goals while benefiting from a platform designed to maximize long-term growth. Benefits We offer a comprehensive benefits package including: • Medical, Dental & Vision Insurance, • Life Insurance & Accidental Death & Dismemberment, • Short-Term & Long-Term Disability, • Health Savings Account (HSA), • 401(k) Retirement Savings Program and Non-Qualified Thrift Plan, • Top Producer Recognition & Incentive Programs What You'll Do As a Senior Financial Advisor, you'll serve as a trusted advisor to individuals, families, and business owners by delivering sophisticated financial planning and wealth management strategies. Responsibilities include: • Develop and maintain long-term relationships with high-net-worth individuals, families, and business owners., • Deliver comprehensive financial planning, retirement planning, investment management, insurance, estate planning, and wealth preservation strategies., • Help clients accumulate, protect, and efficiently transfer wealth across generations., • Identify opportunities to expand client relationships through holistic planning., • Collaborate with internal specialists to provide customized planning solutions., • Continue growing your practice through referrals, networking, and business development initiatives., • Maintain exceptional service standards while ensuring regulatory compliance. Qualifications We're looking for experienced advisors who are passionate about helping clients achieve financial success. Preferred qualifications include: • 5+ years of experience as a Financial Advisor, Wealth Advisor, Financial Planner, or related advisory role., • Demonstrated success managing and growing client relationships., • Active FINRA Series 7 and Series 63 or 66 registrations., • Active Life, Accident & Health Insurance License., • CFP®, ChFC®, CFA®, CIMA®, or other advanced designations are strongly preferred (or currently pursuing)., • Strong financial planning, investment management, and relationship management experience., • Entrepreneurial mindset with a commitment to delivering exceptional client outcomes., • Excellent communication, presentation, and business development skills. About Baystate Financial Baystate Financial has been helping individuals, families, and businesses pursue their financial goals since 1901. Headquartered in Boston, Massachusetts, we are one of New England's largest and most established financial planning and wealth management firms. With more than 300 financial professionals supported by over 200 operations and client service team members, our collaborative approach allows advisors to deliver comprehensive financial guidance backed by institutional resources. Our philosophy is simple: Guidance. Insight. Results. Work Authorization & Location Requirements • U.S. work authorization is required., • Candidates must be authorized to work in the United States.

A stellar opportunity for a strong public or private accountant just opened up in Stamford! The opportunity to work with top private equity funds and partner closely with CFOs, IR and Investment Professionals is available. This will focus primarily on thefund accounting for PE funds, and have the opportunity for high visibility with CFOs, IR teams and LPs. This is a fantastic opportunity for an early career fund accountant looking to work at a world-class organization with incredible growth opportunity. Responsibilities: • Create the financial and management reports, • Manage fee calculations and weekly/monthly /quarterlyreporting, • Handle management fee, waterfalls, and carried interest calculations, • Work closely with investor relations teams to handle reporting for various LP requests, • Collaborate with tax team on year end tax-return information and tax projections throughout the year, • Review and manage expense budgets and projects related to expense projections and deal allocations, • Assist with mentorship of junior employees, • Collaborate with external audit and tax teams, • Ad hoc projects Requirements: • 2-4 years of experience in public accounting, private accounting, or public/private mix, • Bachelors degree in accounting and/or finance, • Strong Excel skills, • CPA preferred

Senior Accountant - Single Family Office We are looking for an experienced Sr. Accountant to support a single family office in Stamford, Connecticut. This position will oversee core accounting activities, maintain accurate financial records, and help ensure timely completion of recurring reporting and operational tasks. The ideal candidate brings strong general ledger expertise, attention to detail, and the ability to manage a mix of accounting and administrative responsibilities with discretion and professionalism. Responsibilities: • Oversee daily cash activity, complete bank account reconciliations, and investigate unreconciled transactions to ensure accurate balances., • Administer bi-weekly payroll processing and help maintain timely, accurate employee payment records., • Prepare and record both routine and ad hoc journal entries in support of general ledger accuracy., • Manage the full accounts payable cycle, including invoice review, payment coordination, and follow-up on vendor questions., • Facilitate vendor setup by maintaining tax forms, payment details, and supporting documentation in organized records., • Monitor recurring disbursements such as utilities, insurance, and subscription expenses while helping maintain effective vendor relationships., • Contribute to the month-end close by preparing reconciliations, supporting schedules, and other accounting documentation., • Compile year-end vendor payment information and issue required tax reporting forms for multiple entities., • Gather financial, tax, and audit-related records and assist with broader family office matters, special projects, and collection-related administrative support. Requirements: • 5+ years of accounting experience with exposure to high net worth individuals / family office experience preferred., • Demonstrated experience preparing journal entries, reconciling accounts, and resolving discrepancies in a timely manner., • Strong background in bank reconciliations, cash management, and accounts payable processing., • Experience handling payroll., • Ability to maintain organized financial records and supporting documentation across multiple priorities., • Strong communication skills and the ability to coordinate effectively with vendors, advisors, and internal stakeholders.

About Us: Totilo & Company is a dynamic, growth-oriented CPA firm in Stamford, Connecticut. Celebrating over 43 years in business, our diverse client base includes closely-held businesses ranging from $2 million to $125 million in revenue. Industries served include construction companies, real estate, e-retailing, medical practices, manufacturing, technology, various service businesses and a wide range of entrepreneurs and high net-worth individuals. We are a team-centric firm looking for enthusiastic team players who are motivated by client service and want to learn and grow with us. We offer a great working environment, challenging client engagements and state of the art computer systems, as well as one-on-one training. About the Senior Public Accountant/CPA Position: Due to our continuing growth, we are again looking to hire a Senior Accountant for our Team. You will be servicing clients in a variety of industries. Your client activities will include: • Preparation of business and individual tax returns, • Preparation of financial statements, • Tax Planning, • Business and personal financial planning, • Various special projects The Ideal Senior Public Accountant candidate will have: • CPA License, • 7+ years Public Accounting experience, • Interest in becoming a manager and growing with the firm, • Ability to work in a collaborative environment We are looking for people to join our team and grow within our organization to supervisor, manager, and eventually partner. Compensation: We offer a competitive benefits package and salary commensurate with experience, including: • Competitive Salary, • Busy season bonus (overtime is required during busy season), • Two weeks paid vacation, one week of paid personal time, and all legal holidays, • Paid health insurance, • 401(k) plan with matching contributions, • Firm paid licensing, professional organization dues, and continuing professional education for CPA's Benefits: • 401(k), • 401(k) matching, • Health insurance, • Paid time off, • Paid training Experience level: • 7+ years Schedule: • Full-Time, • Monday to Friday, • Overtime during Busy Season Experience: • Public accounting: 7 years (Required) License/Certification: • CPA License (Required) Work Location: • In person

Senior B2B Account Executive / Energy Sales Consultant Vantage Energy Advisory | Full-Time | Rye Brook, NY Location: Rye Brook, NY | Hybrid, In-Office, or Remote Considered Job Type: Full-Time First-Year OTE: $125,000–$250,000+ | Uncapped Commissions + Renewals About the Opportunity Since 2008, Vantage Energy Advisory has helped commercial organizations reduce energy expenses through strategic procurement and energy management solutions. We manage hundreds of millions of dollars in annual energy spend for clients across the United States. Our procurement strategies help customers reduce energy expenses by 10–30%, while Vantage continues to grow more than 20% year over year. We're seeking an experienced B2B sales professional to develop new commercial accounts, build executive relationships, and grow a long-term book of business. Energy industry experience is beneficial but not required. Key Responsibilities • Identify, prospect, and develop new commercial accounts, • Conduct discovery meetings with business owners and executive decision-makers, • Present customized energy procurement and cost-reduction strategies, • Manage opportunities throughout the sales cycle using HubSpot CRM, • Build long-term client relationships that generate repeat business and referrals, • Collaborate with leadership on sales strategy and account development, • Represent Vantage professionally through phone, virtual, and in-person meetings, • Leverage SDR support as performance levels are achieved Qualifications • 5+ years of successful B2B sales experience, • Proven prospecting, lead generation, and closing experience, • Experience presenting to business owners and C-suite executives, • Ability to understand and communicate meaningful ROI, • Strong communication, presentation, and negotiation skills, • Excellent organization, follow-up, and time management, • CRM experience; HubSpot preferred, • Self-motivated, accountable, competitive, and results-driven Experience in commercial services, SaaS, financial services, payroll, merchant services, business consulting, technology, or other B2B industries is highly relevant. Compensation & Benefits • Base Salary: Determined by experience, • First-Year OTE: $125,000–$250,000+ (uncapped), • Commissions: New business and renewals, • Health insurance, • 401(k), • Paid time off and paid holidays, • Flexible work environment, • Ongoing professional development, • Career advancement opportunities Why Join Vantage Energy? As a Senior B2B Account Executive, you'll serve as a trusted advisor to business owners, CFOs, property managers, asset managers, and executive leadership teams. You'll represent an established, growing company with a proven sales process, long-term client relationships, and recurring revenue opportunities. If you're an experienced B2B sales professional who enjoys solving business challenges, building executive relationships, and earning based on performance, we'd like to hear from you.

*Atlantic Group is representing another firm for this position. Please note that the company name and additional details will be provided once you are selected and contacted. You will have the opportunity to help a global financial services firm. With multiple locations, you will be working out of their Connecticut office (currently hybrid). The ideal candidate will have 2-5 years of fund accounting OR audit (top 10 accounting firm) experience. Responsibilities • Assist with the preparation of the fund financials, • Be a key member helping out with the month, quarter, and year-end close process, • Help with capital calls, distributions, and reconciliations, • Be a resource for audit inquiries and assist the fund admin, • Analyze high risk accounts on the balance sheet and income statement to recommend any better methods, • Have an analytical mindset and help out with process improvement initiatives, • Respond to investor requests and special projects as they arise Qualifications • Bachelor’s Degree in accounting, finance, or business from top tier school, • 2 – 5 years of relevant experience in the accounting, finance, or commercial real estate fields Note: Qualified candidates will be contacted. If an applicant is not chosen, we will keep your resume on file for future opportunities and may contact you for further discussion. ID: 43708

Tax Senior Manager – Private Client Services / UHNW Location: New York Metro Work Arrangement: Hybrid – approximately 3 days per week in office Experience: 8+ Years CPA Required A leading national CPA and advisory firm is looking for an experienced Tax Senior Manager to join its growing Private Client Services practice in New York. This is a senior client-facing position focused on advising ultra-high-net-worth individuals, families and Family Offices whose tax affairs span personal wealth, trusts, investments, partnerships, closely held businesses and multigenerational family interests. You'll take ownership of significant client relationships, lead complex tax engagements and work directly with Partners on both the technical and strategic needs of sophisticated private clients. For someone already operating at Senior Manager level—or an experienced Manager ready for greater responsibility—the position provides a strong platform toward Director and Partner-level leadership. The Private Client Practice The team works with individuals and families whose financial affairs rarely fit neatly into a single tax return. Clients may have interests across operating businesses, partnerships, trusts, investment entities and family structures, requiring the team to understand the wider picture rather than treating each entity independently. You'll work closely with clients and their other professional advisors to provide coordinated tax compliance and planning across their personal and business interests. Your Role As Tax Senior Manager, you'll act as a senior point of contact across a portfolio of UHNW and Family Office relationships. Your responsibilities will include: • Lead complex Private Client tax engagements from planning through completion., • Review sophisticated individual, trust, partnership and S Corporation tax returns., • Review amended returns and other complex compliance assignments., • Oversee tax planning and compliance across multiple related entities and family structures., • Research technical federal and state tax matters., • Identify tax planning opportunities and potential areas of exposure., • Manage responses to IRS and state tax notices and review related correspondence., • Maintain confidentiality when dealing with sensitive personal and family financial information., • Coordinate engagement timelines, staffing and deliverables., • Maintain oversight of engagement economics and client billing., • Work directly with Partners on significant technical and relationship matters. Own the Client Relationship A major part of this position is developing trusted, long-term relationships with sophisticated private clients. You'll serve as a primary point of contact, ensuring clients understand where engagements stand, what information is required and any issues or planning opportunities that arise. You'll be expected to understand the client's wider circumstances—not simply their annual compliance requirements—and develop relationships across individuals, family members and related entities. That means being comfortable communicating with business owners, executives, Family Office professionals and other advisors while explaining complex tax matters in a practical way. Leadership & Development You'll also play an important role in developing the wider Private Client team. Responsibilities will include: • Lead teams of Managers, Seniors and Associates across client engagements., • Review work and provide clear technical direction., • Train professionals on individual, trust and pass-through taxation., • Mentor developing tax professionals and support their career progression., • Delegate effectively while maintaining responsibility for overall engagement quality., • Encourage collaboration across complex client relationships., • Contribute to internal technical training and knowledge sharing. At Senior Manager level, you'll increasingly work alongside Partners on practice development, important client relationships and broader growth initiatives. What We're Looking For The successful candidate will have: • 8+ years of tax experience within public accounting., • Bachelor's degree in Accounting or a related discipline., • Active CPA licence required., • Significant experience working with high-net-worth or ultra-high-net-worth individuals and families., • Strong experience with individual and fiduciary taxation., • Knowledge of Forms 1040, 1041, 1065 and 1120-S., • Experience managing complex client relationships., • Strong federal and state tax research capabilities., • Experience supervising and developing tax professionals., • Excellent written and verbal communication skills., • Strong professional judgement and discretion., • Ability to manage multiple sophisticated engagements simultaneously., • Confidence communicating directly with senior clients and professional advisors. Experience with ProSystem, GoSystem, CCH Engagement or similar professional tax platforms would be beneficial. Why Consider It? This is an opportunity to move further away from being purely a technical reviewer and toward becoming a senior advisor to some of the firm's most sophisticated private clients. You'll have: • A dedicated Private Client Services platform., • Significant exposure to UHNW individuals and Family Offices., • Complex individual, fiduciary and pass-through tax work., • Ownership of important client relationships., • Direct access to experienced Private Client Partners., • Leadership responsibility across Managers, Seniors and Associates., • Opportunities to participate in thought leadership, webinars and client seminars., • Hybrid working flexibility., • Comprehensive benefits and generous PTO., • Continued technical and leadership development., • A clear platform for progression toward Director and Partner. For a Private Client tax professional who has developed strong technical foundations but now wants greater client ownership, leadership responsibility and a route toward the top of the practice, this is a compelling next step.

Company Overview Trove is a leading multi-family office, providing tailored solutions to ultra-high-net-worth families and their organizations. We specialize in day-to-day financial operations, sophisticated wealth management, and family governance. Our firm stands out as North America's premier independent multi-family office, driven by innovation, personalized service, and an expert team. At Trove, we build centers of excellence through a trusted, innovative, and expert team dedicated to supporting our families and engagements. We seek motivated, analytical, and collaborative professionals with a passion for financial management, operational efficiency, and client service. If this sounds like you, explore the Financial Operations Manager role below! Job Description As a Financial Operations Manager, you will oversee financial processes, reporting, and operational efficiencies for client engagements. You will manage accounting functions, ensure compliance with financial regulations, and support technology-driven solutions to enhance financial operations. This role requires strong expertise in financial reporting, investment tracking, tax planning coordination, and team leadership. Key Responsibilities Client Financial Management • Oversee financial operations for client accounts, ensuring accuracy, efficiency, and compliance., • Support financial reporting, including the preparation and review of financial statements, investment reports, and asset consolidation., • Implement financial controls and risk management protocols to safeguard client assets., • Collaborate with external tax advisors to support tax planning and compliance efforts., • Ensure adherence to regulatory requirements, including trust and estate planning considerations., • Assist in managing multi-jurisdictional tax and regulatory matters to mitigate risks. Operational Excellence & Technology • Drive process improvements to enhance financial reporting accuracy, automation, and efficiency., • Leverage financial technology platforms (e.g., Sage Intacct, NetSuite, Addepar) to improve reporting and data integrity., • Identify opportunities for process automation and scalability while maintaining strong financial controls. Team Leadership & Development • Manage and develop a team of accountants and financial professionals, fostering collaboration and continuous learning., • Oversee workload distribution, ensuring timely execution of deliverables within budget., • Establish high-performance standards and ensure compliance with best practices., • Promote a culture of innovation, accountability, and service excellence. Qualifications, Skills & Experience • Bachelor’s degree required; CPA, CFA, MBA, or equivalent financial designation preferred., • 6+ years of experience in financial operations, accounting, or wealth management., • Strong experience in investment reporting, financial controls, and regulatory compliance., • Proven ability to enhance financial processes and operational efficiency., • Excellent communication and problem-solving skills, with the ability to manage client relationships effectively., • Experience with financial systems such as Sage Intacct, NetSuite, or Addepar. Compensation & Benefits Trove offers an outstanding compensation package where you will be rewarded for your experience and recognized for the value you bring to our team of professionals. Our packages also include discretionary bonus targets, generous retirement plan company matching, medical and dental benefit options and more! We offer specialized educational courses and seminars, company events, and community service events. Equal Opportunity Employer Trove is an equal opportunity employer. Qualified applicants are considered for employment without regard to age, race, color, sex, marital status, religion, creed, ancestry, national or ethnic origin, physical or mental disabilities (as defined in the Americans with Disabilities Act), sexual orientation, or gender identity.

*Atlantic Group is representing another firm for this position. Please note that the company name and additional details will be provided once you are selected and contacted. You will have the opportunity to help a top consulting company that will allow you to go beyond your accounting/auditing skills and help with multiple projects and a lot of top named clients. With multiple locations in the US, you can have the opportunity to have a hybrid role in their CT/NYC/NJ locations. The ideal candidate will have 3+ years of professional experience in public accounting (from any industry). Compensation: Open based on experience with OT after 40+ hours Projects you can help with include: • Pre-IPO readiness, • SEC reporting, • Mergers & Acquisitions, • Financial Planning & Analysis, • Carve-outs, • Strategic & technical accounting work, • And a lot more... Qualifications • 3+ years of professional accounting (audit) experience from a top public accounting firm, • Bachelor's degree in Accounting, • Good with Excel, analytical, and a person that thinks outside of the box, • Note: Qualified candidates will be contacted. If an applicant is not chosen, we will keep your resume on file for future opportunities and may contact you for further discussion., • ID: 43708

About our Client Our Client is a nationally-branded CFO Advisory & Consulting firm with an impressive record of growth and unique business model that supports their clients – primarily Fortune 1000 companies and other large organizations – with their most important financial and accounting projects. The CPAs/MBAs who serve on the front-lines on the delivery side for this firm invest their time and talent in tackling unique and challenging projects that are on the critical path for the CFOs/CAOs on their client engagements. Representative projects include: Initial Public Offering (IPO) support and readiness; mergers and acquisitions; divestitures/carve-outs; financial system implementations; Finance Transformation and FP&A projects; and restatements/problem accounting issues… Our Client combines a great culture where their employees’ feel that their professional and personal growth is fully supported and where an entrepreneurial mindset and their contributions are fully valued…. Job Description - Senior Associate / Associate Manager (Client-Facing Delivery Roles for CPAs/MBA professionals) Positions in Stamford, CT, Detroit, MI, East Brunswick-NJ, and Atlanta, GA. Due to growth and expansion, our Client is looking to add talented, ambitious CPAs, CAs, MBA professionals as Senior Associates / Associate Managers to their offices in Stamford, CT, Detroit, MI, Central New Jersey, and Atlanta, GA offices. This role will provide you with the tools, training and hands-on experience required to catapult your Finance & Accounting career onto a new trajectory and would be a natural "next step" to accelerate your growth following a stint of recent experience in Public Accounting (Big 4 Core Assurance/External Audit). This opportunity is perfect for current (or former) Audit Seniors in Public Accounting who are looking to broaden their skill sets and gain valuable experiences to help enhance their marketability or Big 4 alumni who've moved on to industry roles and are not challenged enough (not growing). Required Qualifications, Skills & Professional Attributes: • Undergraduate degree in accounting or finance, • At least 3 years as an External Auditor from large CPA firm (Big 4, Grant Thornton, BDO, RSM) AND ideally with at least one busy season operating as a Senior Auditor, • CPA or demonstrated progression towards, strongly preferred., • Excellent analytical, technical, and auditing skills including proficiency in US GAAP and Financial Accounting Services Board (FASB) rules and standards., • Impressive intangible attributes including an entrepreneurial spirit, humility, a natural curiosity (lifelong learner); ability to easily connect with others and communicate effectively, and a resilient attitude and a growth mindset., • Willingness and flexibility to do something very new and a desire to learn how to engage others in a powerful manner., • Commitment to continually push yourself outside of your comfort zone. Location: You must be commutable to one of our client's office locations: Stamford, CT (Downtown/Central Business District), Detroit, MI (downtown Financial District), Central New Jersey (Middlesex County), or Atlanta, GA (Buckhead). Given the nature of it being a client-serving role, candidates must be able and willing to commute to client locations in the metro area and be on-site, according to their client's policy (most are hybrid with at least 2 or 3 days in office per week). This is NOT a fully-remote role. Travel Requirements Travel outside of market of the employee's home market is not required. However, professionals who agree to such travel engagements are able to earn a substantial travel incentive. Compensation: Client has an entrepreneurial approach to rewarding its professionals on the front-line. Compensation includes a base salary ($95K to $145K range DOE) with innovative incentives that are achievable and approach conservatively ~ 30-50% of base salary. First year-total compensation generally ranges between $135K to $175K (DOE), but can exceed that.

Company Overview Trove is an administrative financial services company that understands the complex needs of high-net-worth individuals, families and/or their organizations. Trove delivers an array of bespoke, day-to-day, financial solutions to the families and engagements it serves. We have 5 office locations; Boston, MA, New York City, NY, Bryn Mawr, PA, Salt Lake City, UT, & Stamford, CT. Through continued growth we have become the leading independent multi-family office in North America! At Trove we are dedicated to building centers of excellence with a trusted, innovative, and expert team to support our families and engagements. We look for talented people who are motivated, curious, collaborative, and have a passion for delivering the highest quality services with a culture of teamwork. Interested? Read more about the day-to-day responsibilities of our Accounting Associate below! Job Description We are seeking an Accounting Associate to join our Family Office team. This individual will be a key team member responsible for the daily accounting and operations for a portfolio of assigned families and/or engagements. If you have the skillset and experience needed for the role, including general accounting knowledge, an understanding of quality communication and responsiveness, an attention to detail regarding accuracy and timeliness, can anticipate needs through proactively seeking solutions, and following through on work and open items, then we encourage you to apply! Responsibilities include, but are not limited to: • Manage general ledger / chart of accounts and identify mistakes or errors, • Follow Engagement’s standard operating procedures (SOP), • Ownership of bill pay: review and catch mistakes and ensure all invoices are entered within the system for processing, • Ownership of family receivables: accounts receivable, loan and services such as preparation of invoices, issue resolution, and ensuring timely deposits, • Treasury management: process and reconcile all activity for banking, credit cards, custody / brokerage accounts, alternative payment methods, and retirement accounts, • Prepare funding requests, • Ownership of asset tracking process: real property, collectibles, other assets, and preparation of journal entries as necessary, • Investment and partnership accounting: prepare journal entries and reconcile investment accounts, • Reporting and analytical review with proficient use of software, • Assist with tax return payments: follow tax deadlines to process payments in a timely manner (checks via certified mail / EFT via federal and state portals / EFT via banking system), • Communicate cash needed for tax payments to the team, • Assist with estate related tasks and projects, as needed, • Understand basic insurance program and identify key life events which trigger coverage adjustments, • Occasionally assist with concierge special projects, • Organize and process payroll for employees (household and / or business) as per the SOP and workflow, • Relationship management: establish a working relationship with external providers and the family to ensure a professional working relationship, • Communicate with team members proactively and continuously, • Assist with ad hoc projects and family requests, as needed Qualifications • Minimum of an associate degree in accounting or related area, • Bachelor's degree in accounting or related area preferred, • 1-3 years prior accounting or related experiences, client service-oriented experience preferred, • Proficient in general ledger software, bill pay software, Microsoft Office, & CRM systems Skills & Experiences for Success • Strong organizational skills, candidate can prioritize work and meet internal and external deadlines, • Strong knowledge of debits, credits and general ledger / chart of accounts with the ability to adhere to previous categories and engagement specific processes, • Basic understanding of asset classes for brokerage accounts, alternative investments (private equity, hedge funds, etc.), • Basic understanding of capital statements, capital calls and distributions, NAV / profit allocations and partnership allocations, • Familiar with basic estate documents: wills, POA's, trusts, living will, etc., • Experience working in and/or knowledge of family offices and high net worth individuals a plus, • Strong verbal and communication skills, • Ability to recognize areas for process improvement and provide feedback to team for continued development of best practices, • Willingness to participate in company events, understands the importance of firm culture, • Eagerness to learn and attend training sessions to expand knowledge base Compensation & Benefits We offer an outstanding compensation package where you will be rewarded for your experience and recognized for the value you bring to our team of professionals. Our packages also include discretionary bonus targets, generous retirement plan company matching, medical and dental benefit options and more! We offer specialized educational courses and seminars, company events, and community service events. Equal Opportunity Employer Trove is an equal opportunity employer. Qualified applicants are considered for employment without regard to age, race, color, sex, marital status, religion, creed, ancestry, national or ethnic origin, physical or mental disabilities (as defined in the Americans with Disabilities Act), sexual orientation, or gender identity.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is non-exempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Be a Proactive Community Ambassador • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. Provide Tax Expertise • Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools., • Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is non-exempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Be a Proactive Community Ambassador • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. Provide Tax Expertise • Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools., • Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.

We are seeking an experienced Construction Bookkeeper to join our team and take ownership of day-to-day bookkeeping and construction accounting functions. The ideal candidate understands the unique financial requirements of the construction industry and is comfortable working with AIA billing, certified payroll, job costing, accounts payable/receivable, general ledger accounts, and subcontractor documentation. This is a hands-on position for someone who is highly organized, detail-oriented, and understands that accuracy and timely financial reporting are critical to a successful construction operation. Key Responsibilities • Manage day-to-day bookkeeping and accounting activities for construction projects, • Prepare and process AIA pay applications and construction billings, • Prepare, review, and submit certified payroll and ensure compliance with applicable requirements, • Maintain accurate general ledger accounts, journal entries, and account reconciliations, • Handle accounts payable and accounts receivable, • Process subcontractor invoices, payment applications, lien waivers, and supporting documentation, • Assist with job costing, tracking project expenses, labor, materials, and subcontractor costs, • Reconcile bank, credit card, and other financial accounts, • Monitor project budgets, commitments, and actual costs, • Assist with monthly and year-end close processes, • Prepare financial reports and provide accounting information to management, • Maintain organized records for audits, tax filings, and project documentation, • Track retainage, change orders, deposits, and other construction-related financial activity, • Coordinate with project managers, owners, subcontractors, vendors, and outside accountants as needed, • Ensure accounting records are accurate, complete, and up to date Qualifications • 3-5+ years of bookkeeping or accounting experience within the construction industry, • Strong understanding of construction accounting and job costing, • Experience with AIA billing, • Experience preparing or processing certified payroll, • Strong knowledge of general ledger accounting and account reconciliations, • Experience with accounts payable, accounts receivable, and subcontractor payments, • Familiarity with lien waivers, retainage, change orders, and construction contracts, • Proficiency with Microsoft Excel, • Experience with construction accounting software such as QuickBooks, Sage, Viewpoint, Procore, Foundation, or similar platforms is a plus, • Excellent organizational and time-management skills, • Strong attention to detail and ability to meet deadlines, • Ability to maintain confidentiality and handle sensitive financial information

The Atlantic Group has partnered with an investment management firm in the Greenwich, CT area. They have an immediate need for a Tax Accountant to join their team. This position is a full-time contract role with the opportunity to become permanent based on performance. Summary: Our client, a $500M+ credit-focused asset manager, is hiring an Investment Fund Tax Associate in Greenwich, CT. This in-office role offers strong exposure to partnership tax reporting across credit investments along with excellent culture and long-term growth. You will review fund tax filings including Forms 1065, K-1s, 1120, and 1120-RIC, support PFIC and CFC reporting (Forms 8621 and 5471), and work closely with fund administrators and internal accounting teams to ensure accurate tax reporting and investor allocations. We’re seeking professionals with partnership tax experience within public accounting or asset management, ideally supporting investment funds or alternative credit strategies. Work Schedule: Monday-Friday 8:00am-6:00pm. 4 days in the office, 1 day work from home. Requirements: -Bachelor’s Degree required -Bachelor’s Degree in Accounting strongly preferred -3+ years of experience -CPA preferred -Strong Federal tax experience required -Advanced Excel skills required -Experience with AI would be a plus Note: Qualified candidates will be contacted within 3 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion. ID: 50137

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is non-exempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Be a Proactive Community Ambassador • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. Provide Tax Expertise • Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools., • Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is non-exempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Be a Proactive Community Ambassador • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. Provide Tax Expertise • Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools., • Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is non-exempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Be a Proactive Community Ambassador • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. Provide Tax Expertise • Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools., • Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.

Vice President, Accounting American Mortgage Investment Partners Management, LLC | Finance & Accounting Title: Vice President, Accounting Department: Finance & Accounting Reports To: Chief Financial Officer (CFO) FLSA Status: Exempt Works Closely With: Managing Partners Employment Type: Full-Time POSITION SUMMARY The Vice President, Accounting serves as a key financial leader within the management company, providing strategic oversight and hands-on execution across tax compliance and planning, and accounting operations. Reporting directly to the Chief Financial Officer and working in closely with the Managing Partners, this individual plays a critical role in driving financial visibility, operational efficiency, and regulatory compliance across the organization. This position requires a highly analytical, detail-oriented, and collaborative professional who thrives in a dynamic environment and can translate complex financial data into actionable insights for senior leadership. KEY RESPONSIBILITIES Tax Compliance & Planning • Oversee all federal, state, and local tax compliance obligations for the management company, ensuring timely and accurate filings., • Coordinate with external tax advisors and auditors on complex tax matters, audits, and filings., • Develop and implement tax planning strategies to optimize the company’s effective tax rate and minimize tax risk., • Monitor changes in tax legislation and regulations, assessing their impact on the company and communicating implications to leadership., • Manage transfer pricing, intercompany arrangements, and related-party transaction documentation as applicable., • Ensure proper tax provision calculations and disclosures in financial statements. Accounting Operations • Direct all day-to-day management company accounting functions, including general ledger, accounts payable, accounts receivable, payroll accounting, and fixed assets., • Lead the monthly and annual budgeting and multi-year financial planning processes for the management company, coordinating inputs across all departments., • Develop, maintain, and continuously improve management company financial models, forecasts, and scenario analyses to support strategic decision-making., • Ensure the timely and accurate preparation of monthly, quarterly, and annual financial statements in accordance with GAAP., • Maintain and strengthen internal controls, policies, and procedures to safeguard company assets and ensure financial integrity., • Lead the coordination of annual financial audits and serve as the primary liaison with external auditors., • Oversee the month-end and year-end close processes, continuously identifying opportunities to streamline and reduce cycle times., • Monitor key performance indicators (KPIs) and financial metrics, identifying trends, variances, and opportunities for improvement. Leadership & Cross-Functional Collaboration • Serve as a strategic financial partner to the CFO and COO, translating financial data into clear, actionable recommendations., • Build and maintain strong working relationships across departments to support data integrity and cross-functional financial initiatives., • Evaluate, implement, and optimize financial systems and technology solutions to enhance reporting capabilities and operational efficiency., • Maintain a culture of accuracy, accountability, and continuous improvement within the finance and accounting function. QUALIFICATIONS Education & Certification • Bachelor’s degree in Accounting, Finance, or a related field required; Master’s degree (MBA or MAcc) preferred., • CPA designation strongly preferred. Experience • Minimum of 4-7 years of progressive accounting and finance experience, with experience in a management role., • Proven experience in tax compliance/planning, and accounting operations, ideally within a management company, financial services, or real estate environment., • Experience managing external auditor relationships and coordinating audit processes., • Strong background in reporting, internal controls, and analytical work. Skills & Competencies • Exceptional analytical, problem-solving, and financial modeling skills., • High proficiency in accounting systems, advanced Excel skills required, experience with Microsoft Dynamics Business Central a plus., • Strong written and verbal communication skills, with the ability to present complex financial information clearly to non-financial stakeholders., • Demonstrated ability to lead and develop teams in a fast-paced, results-driven environment., • Highly organized with strong attention to detail and the ability to manage multiple priorities and deadlines simultaneously., • Collaborative, proactive, and solutions-oriented mindset with strong business acumen. WHAT WE OFFER • Competitive base salary commensurate with experience., • Annual performance bonus tied to individual and company results., • Comprehensive benefits package including health, dental, and vision coverage., • 401(k) with company match., • Generous paid time off and company holidays., • Professional development and continuing education support., • Collaborative, high-performance culture with direct access to senior leadership. Note: This job description is intended to convey essential functions and responsibilities of the position. It is not an exhaustive list of all duties, responsibilities, and qualifications. Management reserves the right to amend and change responsibilities to meet business and organizational needs as necessary.

Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity. At Thrivent, you’ll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll have control over the income you earn, as you’ll be paid through commissions and incentives based on your success. As a Thrivent Financial advisor, you will: • Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith., • Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs., • Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community., • Make client appointments by leveraging your network and Thrivent’s reputation, delivering award-winning financial workshops and marketing your practice., • Have the flexibility to control your schedule, allowing for work-life balance., • Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so., • Get the support of specialists from every facet of the organization—such as business development, marketing, technology, engagement, and experienced advisors—as you build your business. Desired Characteristics Our culture and our people are special. We’re looking for people who are – or want to become – part of the communities where clients live, work and worship. Whether you’re a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you’re: • Self-disciplined, independent and driven to succeed., • Motivated by helping others and seeing them achieve their goals., • A natural coach or guide with strong interpersonal skills., • Passionate about living a life of generosity by serving others, not just selling products. Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role. Requirements • Bachelor’s degree or equivalent experience. Military veterans are encouraged to apply., • Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting., • Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable. Compensation And Benefits You’ll get all the benefits of a Fortune 500 organization and more. Here, you’ll enjoy: • Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify., • Medical, dental, vision, disability and accidental death and dismemberment insurance., • Pension, 401(k) and retiree medical plans., • Ongoing support, training and opportunity for professional growth as you build your business., • Well-being programs to help you manage your physical, emotional and financial health., • Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference., • Membership programs that help you connect with your clients and engage Christians to make a real impact in your community. About Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $212 billion in assets under management/advisement (as of 12/31/25). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance. Thrivent values diversity and inclusion, and we’re committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

A leading private equity firm is seeking a Senior Fund Accountant to join its growing team. This is an excellent opportunity to play a key role in supporting fund operations including capital calls and distributions, valuations, cash monitoring, and management fee calculations. The role offers strong exposure to the full fund accounting lifecycle and the chance to gain hands-on private equity fund accounting experience. The ideal candidate will bring 3-5 years from fund accounting, fund administration, or public accounting with private equity clients. Key Responsibilities: • Oversee fund accounting and cash activity including capital calls, distributions, fees, and reconciliations, • Prepare financial statements, performance reporting, and audit materials, • Manage investor reporting and LP communications, including notices and ad hoc requests, • Support fund launches, process improvements, and junior team development Qualifications: • 3-5 years from fund accounting, fund administration, or public accounting with private equity clients, • Private equity fund accounting experience, • Collaborative, detail-oriented, and highly organized Job #48391

A PE backed wealth management firm in Stamford, CT is looking to add an Entry-Level Accountant to its growing team. This is a great opportunity for someone looking to start their accounting career in a professional, fast-paced environment and gain hands-on experience within the financial services industry. Recent college graduates with a degree in Accounting are strongly encouraged to apply! The firm is looking for someone who is eager to learn, detail-oriented, and ready to build a strong foundation in accounting. Responsibilities: • Assist with day-to-day accounting functions, including journal entries, account reconciliations, and general ledger maintenance., • Help prepare financial reports and maintain accurate financial records., • Assist with month-end and year-end closing activities., • Review invoices, expenses, and other financial documentation for accuracy., • Support the accounting team with reporting, analysis, and special projects as needed., • Maintain organized records and ensure accounting information is accurate and up to date., • Work closely with other departments to help support the firm's financial operations. Qualifications: • Bachelor's degree in Accounting or a related field, or an anticipated graduation date in the near future., • Recent accounting graduates with solid internship experience are highly encouraged to apply., • Strong attention to detail and organizational skills., • Basic understanding of accounting principles and financial reporting., • Proficiency in Microsoft Excel and familiarity with Microsoft Office., • Excellent communication skills and a willingness to learn., • Ability to work independently while also contributing to a team environment.

We are currently recruiting for a Commercial Credit Underwriter in Stamford, CT with experience underwriting and managing Commercial Real Estate (CRE) mortgages, Commercial & Industrial (C&I) loans, construction, and other commercial lending transactions. This is a great opportunity to join a Commercial Banking team with exposure to a wide variety of commercial lending transactions. The Credit Officer will work closely with lenders, business development officers, branch management, and investment advisors, and analyze credit opportunities, structure financing solutions, assess risk, and support ongoing portfolio management. This position offers the opportunity to take an active role in customer relationships while serving as a trusted business partner to the lending teams. 110K – 145K Base + Bonus + Benefits Package Responsibilities: • Analyze and underwrite commercial lending opportunities, including CRE, C&I, construction, and specialty financing transactions., • Partner with Relationship Managers and Business Banking Officers to structure financing solutions that meet customer needs while adhering to policy., • Review and analyze financial statements, tax returns, cash flow projections, credit reports, and supporting documentation., • Evaluate borrower and guarantor strength, collateral quality, industry trends, and credit risk., • Conduct cash flow, sensitivity, and stress-testing analyses to assess repayment capacity., • Review third-party reports, appraisals, environmental assessments, and market studies., • Prepare comprehensive credit presentations and loan approval packages., • Recommend risk ratings and appropriate loan structures, terms, and covenants., • Ensure transactions comply with internal lending policies and regulatory requirements., • Assist with loan documentation, closing processes, renewals, and modifications., • Provide guidance and mentoring to junior Credit Analysts., • Manage an assigned portfolio of commercial credit relationships., • Perform annual reviews, covenant compliance testing, collateral evaluations, and ongoing risk assessments., • Monitor borrower performance and identify emerging credit concerns., • Recommend and implement appropriate risk mitigation strategies., • Prepare renewal and modification requests and supporting credit analysis., • Identify and escalate deteriorating credits to senior management when necessary., • Maintain accurate portfolio records and ensure timely collection of required financials., • Support customer requests and provide responsive solutions to meet financing needs., • Partner with lending and business development teams to support existing clients and prospective borrowers., • Participate in customer meetings, calls, and site visits as needed., • Build strong working relationships across business lines to support client growth., • Identify opportunities for cross-selling bank products and services., • Prepare reports and presentations for senior management and the Board of Directors. Requirements: • Bachelor's degree in Finance, Accounting, Business, Economics, or a related field, or equivalent professional experience., • Completion of a formal commercial credit training program or equivalent experience., • Minimum of 5 years of experience in commercial credit underwriting, portfolio management, commercial lending, or related banking functions., • Strong understanding of: Commercial Real Estate (CRE) lending, Commercial & Industrial (C&I) lending, Financial statement analysis, Cash flow analysis, Loan structuring, Credit risk assessment, Covenant compliance and Commercial loan documentation., • Experience with Abrigo loan origination or loan administration software., • Excellent written, verbal, analytical, and presentation skills., • Ability to independently assess risk and make sound credit recommendations., • Local candidates only. Must be in a commutable range to Stamford, CT.

Tax Manager – Private Client Services Location: Stamford, CT Work Arrangement: Hybrid – approximately 3 days per week in office Experience: 5+ Years CPA or EA Required A leading national CPA and advisory firm is looking for an experienced Tax Manager to join its growing Private Client Services practice in New York. The position is focused on advising high-net-worth individuals, families, entrepreneurs and closely held businesses whose tax requirements often span multiple entities and generations. You'll manage complex tax engagements, work directly with clients on year-round planning and lead teams of Seniors and Associates. The role provides considerably more exposure than simply reviewing compliance work, with the opportunity to become a trusted advisor to clients across both their personal and business interests. The Client Base You'll work with successful individuals and families whose financial affairs can include: • Closely held and family-owned businesses., • Partnerships and other pass-through entities., • Corporations and S Corporations., • Trusts and estates., • Fiduciary structures., • Foundations., • Personal investments and other HNW interests. The team takes an integrated approach, looking at the relationship between a client's businesses, personal wealth and family circumstances when developing tax strategies. What You'll Be Doing As Tax Manager, you'll take ownership of multiple client engagements throughout the year. Responsibilities will include: • Manage Private Client tax engagements from planning through final delivery., • Review complex federal and state income tax returns., • Oversee compliance involving individuals, partnerships, corporations, trusts, estates and fiduciary entities., • Develop year-round tax planning strategies for HNW individuals and business owners., • Prepare and review interim tax projections and year-end planning., • Identify opportunities to improve clients' tax positions., • Research complex federal and state tax issues., • Interpret new tax legislation and determine how changes could affect clients., • Advise clients on the tax implications of business transactions., • Assist with IRS and state tax matters, correspondence and audits., • Manage engagement budgets, billing and collections., • Ensure engagements are appropriately staffed and delivered within agreed deadlines. Client Relationships You'll have direct ownership of client relationships rather than operating solely behind the scenes. You'll work closely with business owners, individuals and families to understand what's happening across both their business and personal financial affairs. As those circumstances change, you'll be expected to recognise potential tax implications and bring planning ideas to the table. The aim is to become someone clients contact before making a significant decision, rather than simply someone they speak to when a return needs filing. Lead & Develop the Team You'll supervise Seniors, Associates and other members of the Private Client team across your engagements. This will include: • Delegating work and managing engagement workflow., • Reviewing tax returns and supporting workpapers., • Providing technical guidance., • Training junior professionals., • Coaching Seniors as they take on greater client responsibility., • Providing regular feedback and supporting individual career development., • Maintaining high standards of client service and technical quality. You'll also have opportunities to contribute to internal training, client presentations, webinars and wider thought leadership. What We're Looking For • 5+ years of public accounting tax experience., • Previous Private Client Services experience required., • Bachelor's degree in Accounting or a related discipline., • CPA or Enrolled Agent licence required., • Strong experience advising HNW individuals and/or closely held businesses., • Knowledge of individual and pass-through taxation., • Experience with partnerships, corporations, trusts, estates and fiduciary returns., • Strong federal and state tax research capabilities., • Experience managing multiple client engagements., • Previous supervision and development of tax professionals., • Excellent client-facing and communication skills., • Strong organisational and project management abilities., • Ability to manage multiple deadlines during demanding periods. Experience with CCH Axcess or comparable professional tax software would be beneficial. Why Consider It? This position provides the opportunity to develop beyond compliance and build a career advising individuals and families across the full range of their tax affairs. You'll have: • A dedicated Private Client Services platform., • Exposure to HNW individuals, families and business owners., • A varied mix of individual, partnership, corporate, trust and estate taxation., • Significant year-round tax planning work., • Direct ownership of client relationships., • Access to experienced Private Client Partners and senior leadership., • Responsibility for developing Seniors and Associates., • Hybrid working flexibility., • Comprehensive benefits and generous PTO., • Continued technical and leadership development., • Clear progression toward Senior Manager, Director and ultimately Partner-level opportunities. For a Tax Manager who enjoys working with people as much as tax, and wants to become a long-term advisor to successful families and business owners, this offers an excellent next step.

Job DescriptionPharmaceutical Sales Rep (Entry Level or Experienced) There's something special about working for us and it's reflected in our focus on the patients we serve, the way we treat each other and the results we achieve together as a company. We are happy to announce that we are have a Pharmaceutical Sales Representative opportunity available in your area. Products promoted are new and very innovative. This opportunity is either great for highly experienced industry reps or those sales professionals looking to break into the Pharmaceutical industry. You will be mostly covering Primary Care physicians in this opportunity. Pharmaceutical Sales Rep Purpose & Scope: Achieve territory sales goals by promoting pharmaceutical products and services to physicians and other medical personnel within assigned geography. Educate customers on the use, characteristics, advantages, indicated treatments and all other developments related to promoted products. Professionally represent our several healthcare in the field and ensure high levels of visibility and customer satisfaction in territory. Maintain effective communication and relationships with key external and internal customers. Pharmaceutical Sales Rep Essential Job Responsibilities: • Effectively promote and educate physicians on the use of our pharmaceutical products through one-on-one meetings and group presentations, company-approved promotional speaker programs, and other company-approved means., • Work during the day in the field each week, as needed for call planning, customer follow-up, preparing presentations, making appointments, report generation, etc., • Ensure high performance levels of call and field productivity., • Meet Call Plan expectations and achieve territory product sales goals while adhering to all APUS-defined ethical sales practices,, • Compliance guidelines, and required promotional regulations, • Execute company-approved Product Marketing plans and territory/regional business plan activities, • Support targeted customers using company-approved resources, sales materials, and promotional activities/programs/initiatives as identified by Sales Management, • Coordinate promotional efforts with peers across franchises and co-promotion alliance partners. This includes appropriately managing/maintaining all company equipment and company-approved promotional materials (e.g.., sales materials, company literature, product samples, etc.) according to defined company Compliance guidelines, • Ensure optimum territory sales strategy execution using annual territory business plan, regional business plan, and call activity reports, • Expected to accurately report/submit sales call activities, territory expenses and written reports and within deadline as defined by Astellas or the Regional Sales ManagerOrganizational Context: It is important for individual's in this Pharmaceutical Sales Rep position to actively pursue continuous learning and professional sales development on effective sales and communication techniques and product/therapeutic area knowledge. This particular Pharmaceutical Sales Rep position: • It is a physician customer facing pharmaceutical sales rep opportunity, • Reports to a National Sales Manager as well as District Sales Manager, • Maintains territory responsible for managing several pharmaceutical products, • Assumes lead role within primary care and specialty counterpart working relationships, • Balances territory and regional work and projects, while maintaining solid level of sales performance, • Exhibits strong level of skill in competencies, • Demonstrates sales influence within territory and often within regionPharmaceutical Sales Rep Qualifications (required):, • Some sales experience or sales abilities, • Strong knowledge of pharmaceutical products and industry knowledge, • Strong communication, facilitation and presentation skills, • Proactive; can do approach; takes ownership of situations, • Demonstrates problem solving ability; analytical; business acumen, • Solid motivational and persuasion skills, • Must be able to acquire all industry credentials with certifications, • Demonstrates team orientation, • Proven record of sustained high sales performance and achievement, • Proficient in MS Office SuiteTake the next step in your career and APPLY TODAY. We will contact all qualified applicants for interviews. Powered by JazzHR dXQLx6aV2C

Job Description TPG Staffing LLC is a leading national staffing agency providing businesses and job applicants with quality opportunities in a wide range of industries. We believe in getting the right person for the right job and the right job for the person. We work closely with our clients to build relationships based on understanding the key drivers of their businesses and the talent required to meet their business goals while providing job seekers with rewarding experiences to enrich their careers. Our Client is a leading outsourced data aggregation and reporting solution for single-family and multifamily offices, investment advisors, trust companies and other institutions. Our solution suite includes: Data Aggregation, Reconciliation & Data Enrichment, Portfolio Accounting, Principal & Income/Trust Accounting, Investment & Performance Reporting, and Partnership Accounting & Tax Services. Position: Fund Accountant Location: Stamford, CT (hybrid schedule) The Fund Accountant performs a variety of tasks relating to overall responsibilities of the day to day work plan for the assigned fund. The successful candidate will also be responsible for the review of the daily cash reconciliation report and follow up on reconciling items in addition to completing monthly/quarterly/annual closings for assigned funds. Position Responsibilities: Enter journal entries for month end accruals. Enter journal entries for tangible transactions as required. Verify that partners/partnerships are in balance. Verify that Trial Balance market value ties to Partnership Closing report and Holdings reports. Prepare and enter journal entries as required. Capital calls/distributions. Process distributions from outside investments, breaking down distribution based on information contained on notice. Process trades when required. Process partner capital calls for your assigned funds. Process partner distributions for your assigned funds. Prepare GAAP financial statements for audit purposes and assist with the annual audits. Provide support for annual financial statement audit for funds assigned to you. Education: A BA/BS is required; degree in Finance or Accounting. Experience: 2-5 years of financial services industry experience or public accounting on a financial services team. Knowledge of Partnership a plus. Skills: Proficient and confident using Microsoft Excel daily for reporting and data entry. V-Lookups and Formula experience will be a must. Strong communication, analytical, quantitative and problem solving skills. Ability to multi-task and prioritize tasks. Accurate and timely follow up and responsiveness. Exceptional attention to detail. The above requirements and qualifications are meant to describe the general nature of the position and do not represent all duties to be performed by the selected candidate. Please note that only candidates who are under consideration for the position will be contacted.

Job Description Position Overview: Reviews, underwrites, and processes new Project Finance transactions in Specialty Finance, as well as managing the existing portfolio. The position holder has at least 5 years of experience in project finance. Commitment to Internal Control: The incumbent accepts the responsibility for establishing and maintaining the internal control system associated with the essential duties and responsibilities of the functional areas that the incumbent manages. Essential Duties and Responsibilities: (List in order of time spent) • Participate in internal and external meetings with sponsors, financial institutions, advisors, and other stakeholders to support business development and transaction origination efforts., • Evaluate new business opportunities in partnership with the Origination team, with a primary focus on Project Finance transactions within MHCA’s strategic sectors, including renewable energy, data centers, and other infrastructure-related investments., • Prepare and present preliminary screening memoranda, including transaction overviews, key credit considerations, and initial risk assessments., • Review and analyze project agreements, including power purchase agreements (PPAs), engineering, procurement and construction (EPC) contracts, leases, concessions, operations and maintenance (O&M) agreements, and other material project documents to identify legal, operational, technical, and counterparty risks., • Analyze, validate, and challenge complex project finance financial models, including key assumptions, sensitivities, downside cases, and stress-test scenarios to assess transaction viability and credit risk., • Coordinate due diligence activities with sponsors, agent banks, technical consultants, legal counsel, insurance advisors, and other third-party professionals throughout the underwriting and documentation process., • Prepare comprehensive credit underwriting memoranda, including transaction structure analysis, debt service and cash flow analysis, key due diligence findings, identification of risks and mitigants, and financial assessments of project sponsors, counterparties, and other key stakeholders., • Present credit recommendations to senior management, including the SVP – Chief Credit Officer, Specialty Finance, EVP – Chief Credit Officer, and other approval authorities, and support approvals under local delegation or submission to the International Credit Division of MHC/Tokyo. Present transactions to local Credit Committee as required., • Lead the documentation, closing, and funding process for approved transactions, including negotiation and finalization of key terms, coordination with internal stakeholders and external counsel, and verification that final transaction documentation conforms to approved credit terms and conditions., • Monitor borrower and project performance following closing, including compliance with financial and reporting covenants, and proactively identify and escalate emerging risks, adverse developments, or performance issues to senior management., • Prepare periodic credit reviews, risk rating assessments, and portfolio reporting to ensure accurate ongoing evaluation of transaction performance and credit quality., • Track industry, market, regulatory, and economic trends across targeted sectors to support transaction underwriting, portfolio management, and origination efforts., • Maintain accurate and comprehensive Salesforce records, pipeline information, transaction files, and supporting documentation to ensure data integrity and effective portfolio management. Management/Supervisory Responsibilities: • Develop and train junior credit analysts, e.g., as part of a deal team on new transaction underwriting. Responsibility and Decision-Making Authority: • Credit assessment, structure, and transaction communication needs to be within company prepared guidelines., • Act independently; decision-making within MHCA policy., • Delegated credit authority within MHCA’s local credit delegation (if applicable for the business segment). Qualifications: Knowledge, Skills, and Abilities: • Deep understanding of the project finance industry, with significant experience in renewable energy, data center, and other infrastructure financing transactions., • Strong credit underwriting, financial analysis, and advanced financial modeling capabilities, including the ability to assess complex project finance structures and risk profiles., • Extensive knowledge of project finance transaction structuring, underwriting, syndication, documentation, and execution practices., • Advanced proficiency in Microsoft Office applications, particularly Excel, PowerPoint, and Word., • Excellent verbal and written communication skills, with the ability to effectively present complex analyses and recommendations to senior management, credit committees, and executive stakeholders., • Strong interpersonal, organizational, and relationship management skills, with the ability to collaborate effectively across business lines and with external counterparties., • Demonstrated ability to work successfully in a team-oriented environment while exercising sound judgment and independent decision-making., • Strategic and analytical thinker with the ability to develop innovative, practical solutions to complex financing and credit challenges., • Strong time management and organizational skills, with the ability to manage multiple transactions and competing priorities while meeting deadlines and maintaining high-quality standards., • Thorough understanding of MHCA’s credit policies, risk management framework, and operational procedures, with a commitment to maintaining strong credit discipline and regulatory compliance., • Strong understanding of project contracts and due diligence disciplines, including legal, technical, operational, market, and environmental risk assessments., • Ability to evaluate industry, market, and macroeconomic trends and their potential impact on transaction performance, credit quality, and portfolio risk. Competencies: • Thinking Skills, • Analytical ability, • Ability to synthesize, • Problem-solving, • Communications, • Ability to transmit information, • Ability to listen, • Interpersonal Relationships, • Ability to work in a Team, • Technical and Professional, • Detail-oriented, • Ability to work independently, • Personal Qualities, • Action-oriented, • Resilient, • Adaptability, • Self-starter, • Entrepreneurship, • Business Acumen, • Client-oriented Education and Experience: • BS in Accounting, Finance or Economics or equivalent experience, • CFA candidate Level II/III or charter holder preferred, • Formal credit training, including financial modeling training (project finance), • Minimum5years of experience in project finance. Licensing and Certification: • Not applicable Tools and Equipment Used: • Personal computer, copier, phone, and other typical office equipment Working Hours: • Hours may vary and will require some evening work;frequently requires working 40-45 hours/week depending on business needs Travel: • Occasional travel related to transactions and attendance at industry seminars. Physical Demands: • Digital dexterity and hand/eye coordination in operation of office equipment, • Light lifting and carrying of supplies, files, etc., • Ability to speak to and hear customers and/or other employees via phone or in person

Job DescriptionJob Title Sr. Financial Analyst Full-Time | Hybrid (Stamford, CT) Required: • BS/BA in Accounting or Finance or 2–5 years of progressive experience in corporate finance, FP&A, or strategic financial analysis., • Proven track record of serving as a financial business partner to senior leaders across corporate and headquarters functions (e.g., Technology, Production, Licensing)., • Advanced Excel skills and financial modeling expertise, with demonstrated ability to build, maintain, and enhance sophisticated forecasting tools using large data sources., • Strong variance analysis capabilities to uncover operational drivers behind financial trends and translate complex spend data into actionable insights., • Hands-on experience owning cost center P&Ls, including managing month-end close processes, accruals, reclasses, and amortization schedule reviews alongside Accounting., • Exceptional interpersonal and communication skills, with a proven ability to build trust, translate financial concepts, and influence non-financial stakeholders., • Highly proactive, intellectually curious self-starter who looks beyond the numbers to guide investment decisions and drive accountability to targets.Preferred:, • Direct financial analysis experience within the retail, apparel, or consumer goods industries., • Experience utilizing enterprise financial planning systems and business intelligence tools (e.g., NSPB, Anaplan, SmartView).Our client is seeking a strategic, proactive, and analytical Senior Analyst, FP&A to serve as the primary financial business partner and subject matter expert for key corporate functions. In this high-visibility role, you will collaborate closely with senior leaders across Technology, Production, Licensing, and other headquarters functions to guide investment decisions, optimize resource allocation, and support sustainable growth. You will take full ownership of cost center P&Ls, serving as a trusted advisor who translates complex spend data into clear visual stories and actionable strategies. The ideal candidate brings strong financial modeling expertise, intellectual curiosity, and an entrepreneurial mindset that goes beyond standard reporting to understand the underlying business drivers. By driving accountability, managing the monthly close alongside Accounting, and delivering high-impact ad hoc analyses, you will empower informed, efficient decision-making across the organization. Responsibilities: • Strategic Business Partnership: Act as a trusted advisor to senior leadership across Technology, Production, Licensing, and HQ functions, partnering to develop Annual Budgets and Monthly Forecasts for corporate spend categories and strategic investments., • P&L & Financial Management: Take full ownership of cost center P&Ls, driving accountability to financial and operational targets throughout the year while proactively identifying spend risks and efficiency opportunities., • Monthly Review & Forecasting: Meet with functional business leads on a monthly basis to review prior month results, update forward-looking forecasts, and optimize resource allocation to maximize return on investment., • Variance & Insight Analysis: Analyze performance variances against forecast, budget, and prior years to uncover the operational story behind trends and deliver strategic recommendations to leadership., • Month-End Close Collaboration: Partner closely with Accounting to execute the monthly close process, ensuring accuracy through accruals management, reclasses, and detailed review of amortization schedules., • Financial Modeling & Ad Hoc Support: Build, maintain, and enhance sophisticated financial forecasting models in Excel and financial planning systems to support strategic initiatives, business cases, and executive decision-making. #ZR

Job DescriptionWe are looking for an entry-level Financial Analyst to join a financial services team in Stamford, Connecticut on a Long-term Contract basis. This opportunity is well suited for someone who is eager to build hands-on experience across fund operations, financial reporting, and analytical support while working in a collaborative hybrid environment. The role offers broad exposure to mutual fund oversight, budgeting activities, regulatory review, and board reporting, making it an excellent fit for someone who communicates effectively, stays organized, and adapts quickly to changing priorities. Responsibilities: • Support daily analytical and operational activities tied to mutual fund custody, treasury functions, and product oversight., • Compare security valuations to independent reference sources, with particular attention to fixed income instruments and derivative holdings, and summarize findings for pricing governance discussions., • Assist with oversight of custodian relationships, including helping coordinate the setup of custody accounts and related documentation., • Examine shareholder and regulatory reporting materials, such as annual and semiannual reports and prospectus-related filings, to help ensure accuracy and completeness., • Contribute to the preparation, tracking, and review of fund expense budgets while helping monitor payment activity., • Prepare and maintain reports and presentation materials for the Board of Trustees, subadvisors, and internal leadership., • Partner with the Director and broader team on fund events such as launches, reorganizations, closures, proxy activity, and share class updates., • Help monitor fund programs and identify items requiring follow-up, escalation, or additional analysis., • Work across multiple priorities in a hybrid setting, collaborating on site in Stamford, Connecticut Tuesday through Thursday and remotely on Monday and Friday.• 0-2 years of relevant experience in finance, accounting, investment operations, or a related analytical field., • Proficiency in Microsoft Excel with the ability to organize data, perform analysis, and support reporting needs., • Strong data analysis skills and a high level of accuracy when working with financial information., • Effective verbal and written communication skills with the ability to present information clearly to different audiences., • Adaptable approach with the willingness to manage varied responsibilities in a fast-paced environment., • Detail-oriented work style and interpersonal skills that support strong team collaboration and alignment with the team environment., • Ability to complete a required skills assessment with a score of 70% or higher., • Bachelor’s degree in Finance, Accounting, Economics, Business, or a related discipline is preferred.

Senior Accountant, Financial Reporting Acadia Realty Trust is seeking a Senior Accountant to support its SEC reporting, supplemental reporting, technical accounting, and investor communications processes. This role will be a key contributor to the Company's quarterly reporting cycle, including preparation of Form 10-Q and Form 10-K filings, earnings materials, supplemental reporting packages, internal management reporting, and fund/property reporting. The position requires a strong technical accounting foundation, attention to detail, and the ability to manage multiple concurrent deadlines in a fast-paced public company environment. The successful candidate will partner across Accounting, Asset Management, Property Accounting, FP&A, Legal, and Investor Relations to ensure the accuracy, consistency, and completeness of both internal and external reporting. This role reports directly to the VP of Financial Reporting. Key Responsibilities SEC Reporting and Technical Accounting • Assist in the preparation and review of quarterly and annual SEC filings, including Forms 10-Q, 10-K, 8-K, earnings releases, and related supporting schedules., • Update and maintain SEC reporting workpapers and supporting documentation for acquisitions, dispositions, financings, debt modifications, leasing transactions, and other significant events., • Prepare accounting memoranda, roll forward analyses, and technical accounting documentation under U.S. GAAP for routine and moderately complex transactions., • Lead the preparation and maintenance of disclosure checklists and assist in ensuring compliance with SEC and U.S. GAAP reporting requirements., • Lead with disclosure analyses and other reporting requirements related to acquisitions, dispositions, and investment activities. Supplemental Reporting and Investor Materials • Support preparation of quarterly supplemental reporting packages, earnings presentations, and investor-facing materials., • Verify the accuracy and completeness of non-GAAP financial measures, including FFO, EBITDA, and other key REIT performance metrics., • Ensure consistency among SEC filings, earnings materials, supplemental disclosures, and investor presentations. Property and Portfolio Reporting • Maintain and analyze property-level operating and leasing data used in internal and external reporting., • Prepare and reconcile property detail schedules supporting occupancy, signed-not-open activity, rent spreads, and other key portfolio metrics., • Lead in validating lease-related reporting data, including occupancy statistics, leasing metrics, and supplemental disclosures., • Monitor property-level trends and investigate variances to ensure reporting accuracy. Fund and Management Reporting • Lead preparing quarterly fund reporting packages and supporting analyses., • Lead preparation of Senior Management Team reporting packages., • Coordinate with cross-functional teams to collect, validate, and reconcile information used in management reporting. Process Improvement • Identify opportunities to improve reporting processes, automate recurring analyses, and strengthen reporting controls, including use of data tools and AI where applicable, • Develop and maintain reporting trackers, schedules, and documentation that improve reporting efficiency and accuracy. Qualifications • Bachelor's degree in Accounting required., • Active CPA license required., • 3-5 years of public accounting and/or SEC reporting experience., • Big 4 public accounting experience strongly preferred., • Strong knowledge of U.S. GAAP and SEC reporting requirements., • REIT and/or commercial real estate experience strongly preferred., • Experience supporting public company quarterly and annual reporting processes., • Advanced Excel skills with ability to work extensively with large datasets and complex reporting workbooks., • Strong analytical and problem-solving skills., • Exceptional attention to detail and commitment to accuracy., • Proven ability to manage multiple competing priorities and meet tight deadlines., • Demonstrated ability to work independently, identify issues proactively, and drive projects to completion., • Strong verbal and written communication skills and ability to work effectively across departments. Key Success Characteristics • Ownership mentality and bias toward action., • Highly organized and deadline driven., • Proactive communicator who escalates issues early., • Ability to independently research, analyze, and document accounting conclusions., • Strong judgment and attention to detail., • Capable of balancing numerous reporting deliverables simultaneously while maintaining accuracy. The base salary compensation range for this role reflects the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. Compensation decisions are dependent on the facts and circumstances of each individual. A reasonable estimate of the current base salary range for this position is $95,000 to $120,000. Employees are eligible to participate in an annual discretionary bonus program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. Robust benefits package available, including 401(k) with company match, up to 20 days Paid Time Off (PTO), and eligibility to participate in employee stock purchasing program at a discount. Acadia Realty is an Equal Opportunity Employer - M/F/Veteran/Disability/

Accounts Payable Specialist Renewal by Andersen - Stamford, CT We are looking to expand our administrative team by filling in a key role within the organization with an AP Specialist in our Stamford, CT office. This individual will be responsible for receiving, processing, verifying, and reconciling invoices with our accounting team. Primary Responsibilities: • Enter vendor invoices and credits into Microsoft Dynamics 365 Business Central, • Negotiate discounts credit on invoices with vendors; generally, manage vendor accounts and develop relationships., • Process bills and invoices daily., • Conduct weekly check run., • Identify and resolve billing discrepancies to ensure balanced ledgers., • Break down and resolve credit card charges; apply related class codes as applicable in Microsoft Dynamics 365 Business Central., • Download and upload invoices to various relevant platforms to promote transparency and efficiency., • Data entry to various platforms., • Yearly 1099 processing., • Any ad hoc reporting and tasks within the team Qualifications: • Associates degree or degree in Business Administration, Accounting, Finance (preferred), • Proficiency in Microsoft Office Suite (required), • Working with a CRM system, • 2+ years’ experience with Microsoft Dynamics 365 Business Central (required), • Proficiency in Microsoft SharePoint Compensation and Benefits: • $25-31/hour, • Medical, dental, vision, and life insurance, • 401(K) program with company match percentage, • PTO and paid holidays!, • Employee Perks Program, • Student tuition reimbursement and more! Schedule: • Onsite in our Stamford office, • Monday-Friday; 8:00am-5:00pm DISCLAIMER: The above information on this description has been designed to indicate the general nature and level of work performed by employees in this classification. It is not designed to contain or be interpreted as an exhaustive list of all responsibilities, duties and qualifications required of employees assigned to this job.

Growing Real Estate Asset Manager in Stamford seeks Property Accountant to join a lean team, reporting to the CFO. This is a newly created role due to growth. The firm has excellent benefits, a casual closeknit culture and great growth trajectory. This role sits in Stamford 4 days/week. $80-90k base salary + $10-15k bonus Responsibilities include: -Financial statement prep for real estate properties -Month end, year end closing -Handling leases, rent payments, accruals, etc. -Processing AP and AR -Working with property management and finance teams with other accounting tasks Qualifications: -Real Estate Accounting experience, minimum 2 years -Yardi preferred 50692

Looking for a new Med Tech job? My name is Leah and I'm a healthcare recruiter, I'm here to help! \n I have an awesome Blood Bank Med Tech role available near Darien, Connecticut! \n Details \n - Full-time and permanent \n - Shift: Days \n - Opportunities for growth \n - Full, comprehensive benefits package (PTO, health insurance, life insurance, 401k, etc) \n Requirements \n - College degree \n - ASCP cert \n - Prior experience, including blood bank \n Click apply or email your resume to leah@ka-recruiting.com/call or text 617-746-2751! You can also schedule a time to chat here -https://calendly.com/leahkarecruiting/10min. \n REF#LM3377

Join a high-performing commercial real estate firm as a Property Accountant with our client in Stamford, CT. This hybrid role offers strong career growth, a casual yet collaborative office environment, and top-tier benefits including free medical, dental, vision, and 401k match. You’ll handle financial reporting, reconciliations, AP/AR, journal entries, and CAM reconciliations while supporting audits and real estate financial analysis using Yardi. \n \n Client is seeking 2+ years of property or real estate accounting experience (Yardi preferred), strong Excel skills, and working knowledge of GAAP and lease accounting. $85k–$90k base + bonus. Excited by this opportunity? Apply within. \n

Looking for a new Med Tech job? My name is Leah and I'm a healthcare recruiter, I'm here to help! \n I have an awesome Blood Bank Med Tech role available near Greenwich, Connecticut! \n Details \n - Full-time and permanent \n - Shift: Days \n - Opportunities for growth \n - Full, comprehensive benefits package (PTO, health insurance, life insurance, 401k, etc) \n Requirements \n - College degree \n - ASCP cert \n - Prior experience, including blood bank \n Click apply or email your resume to leah@ka-recruiting.com/call or text 617-746-2751! You can also schedule a time to chat here -https://calendly.com/leahkarecruiting/10min. \n REF#LM3227