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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.

Job Description Northwestern Mutual – Fairfield County, CT (Westport, Stamford, Fairfield) Full-Time | In-Person to Hybrid Flex Overview You’ve built a successful career. You’re well-compensated, respected, and likely on a strong trajectory. At some point, many professionals begin to ask a different question: “Am I building something I truly own long term—or am I building something for someone else?” At Northwestern Mutual, we work with experienced professionals who are ready to apply their skills in a more autonomous, relationship-driven career—one where your impact, income growth, and long-term success are directly tied to the relationships you build and the value you provide. This is not a reset—it’s a transition into a career where you can leverage your experience to build a lasting advisory practice. What This Career Looks Like As a Financial Advisor, you will establish yourself as a trusted resource for individuals, families, and business owners—many of whom are already within your extended network. Your work centers on helping clients make thoughtful, informed decisions across all areas of their financial lives. In practice, this includes: • Meeting with clients to understand priorities, goals, and evolving life circumstances, • Designing personalized financial strategies spanning investments, risk management, and long-term planning, • Building meaningful, referral-based relationships within the Fairfield County community, • Creating a client base that becomes a stable, long-term asset over time What Makes This Opportunity Distinct We recognize that professionals at your level are not looking for uncertainty—and shouldn’t have to accept it. This career is structured to balance near-term support with long-term ownership: • Financial support during onboarding as you build your practice, • A model that includes recurring and renewal income, not just one-time revenue, • The ability to create a business that compounds in value over time, • Flexibility and autonomy—backed by the infrastructure of a Fortune 500 firm Within our Fairfield County offices, advisors you would work alongside have been recognized on Forbes Best-in-State Top Financial Security Professionals rankings, including: • A Top 10 advisor in Connecticut, • Multiple advisors recognized among the top professionals in the state These recognitions reflect a consistent, relationship-first approach to planning—centered on long-term client outcomes, not short-term transactions. Who This Typically Resonates With This opportunity is best suited for professionals who: • Are currently earning $120K+ and seeking greater long-term upside, • Value independence but want the support of an established firm, • Are naturally relationship-driven and viewed as a trusted resource by peers, • Have built strong personal or professional networks within Fairfield County, • Want their growth to be tied to performance and impact—not hierarchy Relevant Backgrounds You do not need prior experience in financial services. Many successful advisors transition from: • Consulting, finance, or banking, • Corporate leadership or management roles, • Business development or client relationship management, • Legal, accounting, or other advisory professions Training & Support You’ll have access to a structured transition program designed specifically for experienced professionals: • Licensing support (FINRA and state insurance), • Mentorship from established, high-performing advisors, • Training focused on client strategy, relationship management, and practice development, • Ongoing coaching and support as your business grows Basic Requirements • Located near Fairfield County, CT, • Authorized to work in the United States without sponsorship (now or in the future), • Track record of success in a professional, client-facing, or performance-driven role, • Strong interpersonal skills and the ability to build trust This Role Is Likely Not a Fit If You • Prefer a fixed income with limited variability or upside, • Are not interested in relationship-building or networking, • Are seeking a fully remote or non-client-facing role, • Are not based in the local market Why Professionals Make This Move Many of our advisors come from established careers where they were successful—but limited by compensation ceilings, lack of ownership, or rigid career paths. They moved into a career where: • Their effort directly impacts their long-term income, • Their relationships become lasting professional assets, • Their work creates measurable impact for clients over time Compensation range reflects estimated year one earnings Next Step If you’re open to exploring a more independent, relationship-driven career—and want to do so within an environment that includes nationally recognized advisors—we’d welcome a confidential conversation. \nCompany Description Northwestern Mutual has been helping individuals, families, and businesses achieve financial security for over 165 years. As a Fortune 150 company, we combine a personalized, relationship-based approach with a full suite of financial planning services—including investments, risk management, and wealth strategies. Our advisors build practices centered on long-term client relationships and are supported by a strong training platform, experienced leadership, and a network of high-performing professionals. In Connecticut, many of our advisors have been recognized on Forbes Best-in-State rankings, reflecting a commitment to thoughtful planning and trusted guidance. Northwestern Mutual has been helping individuals, families, and businesses achieve financial security for over 165 years. As a Fortune 150 company, we combine a personalized, relationship-based approach with a full suite of financial planning services—including investments, risk management, and wealth strategies.\r\n\r\nOur advisors build practices centered on long-term client relationships and are supported by a strong training platform, experienced leadership, and a network of high-performing professionals. In Connecticut, many of our advisors have been recognized on Forbes Best-in-State rankings, reflecting a commitment to thoughtful planning and trusted guidance.

Job Description Financial Advisor Position Opportunity We are a New York City, full-service, national investment banking firm with a 43-year history of serving both retail and institutional clients, with more than 18 locations across the United States. website www.allianceg.com As we continue to grow, we are seeking established Financial Advisors as well as junior advisors and Sales assistants, both FINRA-licensed and trainees looking to join and work in our Westport Connecticut office. (trainee positions available as well.) We will sponsor for all FINRA licenses Primary responsibilities for this position, as appropriately licensed include: • Leading relationships with high-net-worth clients by providing high-touch comprehensive wealth management services;, • Constructing and ultimately overseeing all aspects of managing multiple client relationships, including:, • Research related to financial, estate, and investment planning;, • Presenting, meeting, and developing recommendations to clients and prospective clients;, • Overseeing implementation of agreed-upon recommendations; and, • Coordination with members of the client’s advisory team, including:, • Portfolio managers and operations, • Tax advisors, • Estate counsel, • Other professionals, • Ongoing monitoring and management of the client’s wealth management plan;, • Scheduling, coordinating, and actively participating in client meetings;, • Communicating the full range of the Company’s services and capabilities to clients and prospective clients; and, • Proven ability to identify and close new business development opportunities. Positions are limited. We are looking for hardworking individuals to join our thriving company. Website www.allianceg.com If interested you can contact us \nCompany Description A.G.P. / Alliance Global Partners is a regional investment and advisory firm that has been a member of FINRA and registered with the SEC since 1980. A.G.P. specializes in wealth management and the middle market institutional arena. We have Full-Service capabilities with a global ability to handle domestic as well as international customers. A.G.P. prides itself on providing its clients with boutique-level services along with the confidence of knowing their assets are held at Fidelity Custody and Clearing and RBC Custody and Clearing. Whether a client is looking for wealth management advice, Institutional services, or investment banking, we have a track record and a proven team to assist. We pride ourselves on long-lasting relationships with our clients, ranging from some of the largest institutions and crossing over to the individual investor. We strive to make sure your interests become our interests. A.G.P. / Alliance Global Partners is a regional investment and advisory firm that has been a member of FINRA and registered with the SEC since 1980. A.G.P. specializes in wealth management and the middle market institutional arena. We have Full-Service capabilities with a global ability to handle domestic as well as international customers. A.G.P. prides itself on providing its clients with boutique-level services along with the confidence of knowing their assets are held at Fidelity Custody and Clearing and RBC Custody and Clearing. Whether a client is looking for wealth management advice, Institutional services, or investment banking, we have a track record and a proven team to assist. We pride ourselves on long-lasting relationships with our clients, ranging from some of the largest institutions and crossing over to the individual investor. We strive to make sure your interests become our interests.

Job Description Northwestern Mutual Career Opportunities: • Office Locations - Stamford, CT | Westport, CT | Fairfield, CT, • Experienced/Seasoned WMA's, RIA's, & Producers, • Open to Considering High Performing Professionals Exploring Career Transition, • Entry-Level What We Do: • Financial Planning - Retirement Planning, Estate Planning, Business Planning, Tax Strategies, Debt Management, • Wealth & Investment Management - Advisory Services, Brokerage, Private Wealth Management, • Risk Insurance Products - Life Insurance, Disability & Long-Term Care Insurance, Annuities Our financial advisors at help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow and provide the financial tools and support to help them get there. As you build your financial planning practice, you blend insurance and investment strategies for clients to guide them every step of the way. The advisor career with Northwestern Mutual allows one the opportunity to: • Strive to understand their clients' goals and visions to develop holistic financial solutions that put their clients on a path to financial success using tools such as retirement planning, insurance and investment services, estate planning, business planning, education funding, and employee benefits. We also provide guidance on basic financial literacy to help our clients achieve financial security long term., • Maintain autonomy and flexibility to build their own practice while receiving support from our firm’s exceptional network of financial specialists, fully paid training and educational programs, and mentoring opportunities. You are in business for yourself but not by yourself!, • Develop a career with NM that not only provides outstanding self-determined income potential, but will more importantly provides the personal satisfaction of dramatically impacting the lives of others in a professional setting that emphasizes and values relationships and integrity. Qualifications: • Legally authorized to work in the United States, without requiring, now or in the future, sponsorship for employment visa status., • Located in NYC Metropolitan - Westchester County, NY - Fairfield County, CT area OR planning to move to these locations imminently., • 4-year bachelor's degree or equivalent professional work experience., • Prior financial services experience not required -- entry level and experienced professional opportunities available -- extensive training platform and mentoring program provided., • Entrepreneurial ambitions, results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the ethical desire to help others plan for and protect their financial future., • Ability to work in a fast-paced, highly productive, and value-driven environment., • Ability to network with acquaintances, businesses, and personal communities to develop markets and sustain long-term relationships. Compensation & Benefits: • Performance-based earnings and revenue, • Additional income structure to support training and early development, • Renewal income earned for continued client advising and policy management, • Bonus programs and expense allowances, • Sponsorship and support for insurance licensing, SIE, Series 6, Series 63, CFP®, and more, • NM Funded Retirement Package and Pension Plan, • Competitive and comprehensive medical, vision, and dental plans, • Life Insurance and Disability Income Insurance, • Leadership + Professional Growth Opportunities, • Award-Winning Training + Mentoring Program, • Personalized Mentorship from Top Advisors and Industry Leaders About Northwestern Mutual: Northwestern Mutual has been helping families and businesses achieve financial security for 168 years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to be financially confident. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients. With $378 billion in assets, $38 billion in revenue, and more than $2.4 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more 5.1 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than $335 billion of client assets as a part of its wealth management and investment services. About Northwestern Mutual Fairfield County, CT Network Office: NM110 (Stamford - Westport - Fairfield) is one of Northwestern Mutual's most historic network offices and the home of 5 advisors ranking in the Top 10, 9 advisors ranking in the Top 20, and 13 advisors ranking in the Top 30 on 2025 Forbes Best-In-State (Connecticut) Financial Securities Professionals list. In 2024, our Fairfield District Office (MD Pietig) ranked #1 nationally in overall premium vs Northwestern Mutual Peer Group (Category 2). In Eastern Region for 2024, Justin Charise (Saugatuck Financial) ranked #1 NM 5-Star Pathfinder and #7 for Insurance Premium Credit and Al Schor ranked #1 for Insurance Premium Credit. Northwestern Mutual Awards and Accolades: • FORTUNE® 500 Rank: No. 90, • Highest Financial Strength Ratings and Unsurpassed Financial Strength, • #1 Amongst Life Insurers Most Admired Companies for Financial Soundness, Quality of Products/Services, and Use of Corporate Assets, • 97% Client and Policy-owner Retention year after year, • Top 10 US Independent Broker Dealer, • Annually one of the “World’s Most Admired” companies (FORTUNE® Magazine), • Forbes’ Best Employers for Diversity (2018 – 2021), • 15 consecutive years named "50 Best Companies to Sell For" (Selling Power Magazine), • Top 125 Training Program (Training Magazine)\nCompany Description Northwestern Mutual has been helping individuals, families, and businesses achieve financial security for over 165 years. As a Fortune 150 company, we combine a personalized, relationship-based approach with a full suite of financial planning services—including investments, risk management, and wealth strategies. Our advisors build practices centered on long-term client relationships and are supported by a strong training platform, experienced leadership, and a network of high-performing professionals. In Connecticut, many of our advisors have been recognized on Forbes Best-in-State rankings, reflecting a commitment to thoughtful planning and trusted guidance. Northwestern Mutual has been helping individuals, families, and businesses achieve financial security for over 165 years. As a Fortune 150 company, we combine a personalized, relationship-based approach with a full suite of financial planning services—including investments, risk management, and wealth strategies.\r\n\r\nOur advisors build practices centered on long-term client relationships and are supported by a strong training platform, experienced leadership, and a network of high-performing professionals. In Connecticut, many of our advisors have been recognized on Forbes Best-in-State rankings, reflecting a commitment to thoughtful planning and trusted guidance.

Job Description Financial Advisor | Educator-Focused Practice Location: Elmsford, NY (In Person) Initial Compensation: $70,000–$85,000 per year, plus commissions Job Type: Full-Time About Us We are a collaborative office of Financial Advisors dedicated to serving public school teachers throughout Westchester County, NY. Our mission is to simplify complex financial concepts, provide honest and holistic guidance, and help educators confidently achieve their long-term retirement and financial goals. This role is ideal for a relationship-driven advisor who desires to join a growing practice and values education, integrity, and long-term impact over transactional sales. You will work directly with school districts and within school buildings, with the goal of building long-term relationships. This position begins with financing, and a salary that lasts for one to three years, alongside commissions, and a clear pathway to building and acquiring your own book of business What You’ll Do • Develop comprehensive, personalized financial plans including retirement planning, investment management, tax strategies, and estate considerations, • Build and maintain long-term relationships with individual clients, school districts, and employers through trust, education, and accountability, • Conduct detailed financial analyses to evaluate clients’ current situations and identify opportunities for improvement, • Manage and monitor client portfolios, providing ongoing recommendations aligned with market conditions and client risk tolerance, • Educate clients on financial strategies and products in a clear, ethical, and transparent manner, • Utilize CRM and financial planning software to document client interactions and track progress, • Stay current on securities laws, regulations, and compliance requirements, • Research market trends and emerging financial products to enhance client outcomes Qualifications • Bachelor’s degree required, • Active Series 6 or Series 7 FINRA license (required), • Series 63, 65, or 66 (preferred), • NY Life & Health Insurance License (preferred), • Experience in financial planning, wealth management, or a related field, • Strong understanding of retirement planning, portfolio management, and investment strategies, • Exceptional communication and relationship-building skills, • Ethical, client-first mindset with high standards of honesty and professionalism, • Ability to work independently while contributing to a team-oriented environment Benefits • 401(k) with matching, • Health and dental insurance, • Paid time off, • Retirement plan, • Financial planning services Work Location: In person (Elmsford, NY 10523 – commute required)

Overview\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.” \n \n 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. \n \n 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. \n \n 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. \n \n This role is non-exempt and requires onsite presence at a TurboTax location in the United States. \n \n What You’ll Do: \n \n Be a Proactive Community Ambassador \n\n • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community.\n, • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach.\n, • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. \n\n \n Provide Tax Expertise \n\n • 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). \n, • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. \n, • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. \n\n \n Deliver a Best in Class Customer Experience \n\n • 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). \n, • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship.\n, • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. \n, • Address client inquiries while helping them overcome tax-related challenges.\n\n \n \n What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: \n 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program \n discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support \n \n Key Qualifications \n Who You Are: \n\n • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred. \n, • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.\n, • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds\n, • 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.\n, • Familiarity with Circular 230\n, • 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.\n, • 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\n, • Bilingual (English/Spanish) communication skills are a plus\n, • Experience in holistic tax advisory services beyond tax filing\n, • Must be willing to wear a TurboTax uniform\n, • Must be willing to work in a front facing retail environment\n\n \n Attributes & Skills: \n\n • Passionate about empowering customers and helping them overcome the complexities of taxation.\n, • 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). \n, • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.\n, • Exceptional customer service skills, high empathy, and a friendly, professional demeanor.\n, • Excited to be showcased as a TurboTax Expert in local and national marketing efforts.\n, • Strong verbal and written communication skills.\n, • Ability to work in a fast-paced environment independently while managing multiple priorities.\n, • Proficient with technology, including tax preparation software and CRM/sales tools.\n\n \n Additional Requirements: \n Must reside within the United States. \n Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. \n \n Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: \n New York $32.50 - $36.00 \n 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 Intuit®: Careers | Benefits). 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.

Overview\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.” \n \n 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. \n \n 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. \n \n 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. \n \n This role is non-exempt and requires onsite presence at a TurboTax location in the United States. \n \n What You’ll Do: \n \n Be a Proactive Community Ambassador \n\n • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community.\n, • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach.\n, • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. \n\n \n Provide Tax Expertise \n\n • 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). \n, • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. \n, • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. \n\n \n Deliver a Best in Class Customer Experience \n\n • 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). \n, • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship.\n, • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. \n, • Address client inquiries while helping them overcome tax-related challenges.\n\n \n \n What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: \n 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program \n discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support \n \n Key Qualifications \n Who You Are: \n\n • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred. \n, • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.\n, • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds\n, • 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.\n, • Familiarity with Circular 230\n, • 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.\n, • 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\n, • Bilingual (English/Spanish) communication skills are a plus\n, • Experience in holistic tax advisory services beyond tax filing\n, • Must be willing to wear a TurboTax uniform\n, • Must be willing to work in a front facing retail environment\n\n \n Attributes & Skills: \n\n • Passionate about empowering customers and helping them overcome the complexities of taxation.\n, • 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). \n, • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.\n, • Exceptional customer service skills, high empathy, and a friendly, professional demeanor.\n, • Excited to be showcased as a TurboTax Expert in local and national marketing efforts.\n, • Strong verbal and written communication skills.\n, • Ability to work in a fast-paced environment independently while managing multiple priorities.\n, • Proficient with technology, including tax preparation software and CRM/sales tools.\n\n \n Additional Requirements: \n Must reside within the United States. \n Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. \n \n Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: \n New York $32.50 - $36.00 \n 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 Intuit®: Careers | Benefits). 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.

Overview\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.” \n \n 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. \n \n 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. \n \n 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. \n \n This role is non-exempt and requires onsite presence at a TurboTax location in the United States. \n \n What You’ll Do: \n \n Be a Proactive Community Ambassador \n\n • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community.\n, • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach.\n, • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. \n\n \n Provide Tax Expertise \n\n • 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). \n, • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. \n, • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. \n\n \n Deliver a Best in Class Customer Experience \n\n • 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). \n, • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship.\n, • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. \n, • Address client inquiries while helping them overcome tax-related challenges.\n\n \n \n What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: \n 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program \n discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support \n \n Key Qualifications \n Who You Are: \n\n • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred. \n, • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.\n, • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds\n, • 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.\n, • Familiarity with Circular 230\n, • 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.\n, • 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\n, • Bilingual (English/Spanish) communication skills are a plus\n, • Experience in holistic tax advisory services beyond tax filing\n, • Must be willing to wear a TurboTax uniform\n, • Must be willing to work in a front facing retail environment\n\n \n Attributes & Skills: \n\n • Passionate about empowering customers and helping them overcome the complexities of taxation.\n, • 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). \n, • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.\n, • Exceptional customer service skills, high empathy, and a friendly, professional demeanor.\n, • Excited to be showcased as a TurboTax Expert in local and national marketing efforts.\n, • Strong verbal and written communication skills.\n, • Ability to work in a fast-paced environment independently while managing multiple priorities.\n, • Proficient with technology, including tax preparation software and CRM/sales tools.\n\n \n Additional Requirements: \n Must reside within the United States. \n Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. \n \n Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: \n New York $32.50 - $36.00 \n 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 Intuit®: Careers | Benefits). 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.

Overview\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.” \n \n 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. \n \n 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. \n \n 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. \n \n This role is non-exempt and requires onsite presence at a TurboTax location in the United States. \n \n What You’ll Do: \n \n Be a Proactive Community Ambassador \n\n • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community.\n, • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach.\n, • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. \n\n \n Provide Tax Expertise \n\n • 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). \n, • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. \n, • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. \n\n \n Deliver a Best in Class Customer Experience \n\n • 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). \n, • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship.\n, • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. \n, • Address client inquiries while helping them overcome tax-related challenges.\n\n \n \n What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: \n 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program \n discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support \n \n Key Qualifications \n Who You Are: \n\n • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred. \n, • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.\n, • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds\n, • 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.\n, • Familiarity with Circular 230\n, • 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.\n, • 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\n, • Bilingual (English/Spanish) communication skills are a plus\n, • Experience in holistic tax advisory services beyond tax filing\n, • Must be willing to wear a TurboTax uniform\n, • Must be willing to work in a front facing retail environment\n\n \n Attributes & Skills: \n\n • Passionate about empowering customers and helping them overcome the complexities of taxation.\n, • 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). \n, • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.\n, • Exceptional customer service skills, high empathy, and a friendly, professional demeanor.\n, • Excited to be showcased as a TurboTax Expert in local and national marketing efforts.\n, • Strong verbal and written communication skills.\n, • Ability to work in a fast-paced environment independently while managing multiple priorities.\n, • Proficient with technology, including tax preparation software and CRM/sales tools.\n\n \n Additional Requirements: \n Must reside within the United States. \n Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. \n \n Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: \n New York $32.50 - $36.00 \n 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 Intuit®: Careers | Benefits). 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.

\n \n Finance Manager \n Location: NYC - 2 days onsite\n Salary: $180,000 - 200,000 + 20% bonus\n \n Step into a high-impact Finance Manager role at one of the nation’s premier litigation boutiques — where you’ll partner directly with firm leadership and help shape financial strategy in a fast-growing, elite environment.\n \n \n Why This Opportunity Stands Out:\n \n • Direct exposure to partners and the COO — real influence on firm strategy and operations\n \n • Join a highly respected litigation boutique with national presence and global clients\n \n • Broad ownership across accounting, billing, budgeting, and financial reporting\n \n • Opportunity to drive process improvements and build scalable financial systems\n \n • High-visibility role with meaningful input into business decisions\n \n • Collaborative, entrepreneurial culture where initiative is valued\n \n • Hybrid flexibility across NYC, DC, or Chicago offices\n \n • Ability to expand leadership skills managing billing and finance functions\n \n • Work in a lean environment where your impact is immediate and measurable\n \n Key Responsibilities for the Finance Manager:\n \n • Oversee financial reporting, monthly close, and variance analysis\n \n • Manage AP/AR, billing operations, payroll review, and cash flow\n \n • Lead budgeting process and support financial planning initiatives\n \n • Maintain accounting systems, controls, and reconciliations (including partner equity)\n \n • Partner with leadership on financial insights, analysis, and decision-making\n \n • Ensure accuracy of client payments, financial data, and reporting processes\n \n Qualifications for the Finance Manager:\n \n • 7+ years of accounting/finance experience, including 2+ years in a law firm\n \n • Prior experience supervising billing or finance teams\n \n • Strong working knowledge of Aderant Expert Sierra (billing, GL, AP)\n \n • Solid understanding of GAAP, cash/accrual accounting, and IOLTA compliance\n \n

Job Description These are the fundamental components of the job: • Prospect, sell and develop qualified Retirement plans to corporations and cultivate individual wealth management opportunities, • Develop and manage relationships with plan sponsors and their employees, delivering ongoing retirement plan support and guidance, • Conduct regular plan reviews, including performance analysis, fee benchmarking, and fiduciary assessments; offering strategic recommendations for improvement, • Advise on plan design, compliance challenges, and corrective strategies (including failed testing), • Review and evaluate fund line-ups and performance against benchmarks, • Assist with client onboarding, education sessions, and finalist presentations, • Collaborate with internal teams on reporting, plan operations, and participant services, • Serve as the primary consultant for institutional clients, providing guidance on retirement plan design, investment selection, and compliance., • Stay informed about regulatory changes and industry trends to provide proactive advice., • Build and maintain strong relationships with clients, ensuring a high level of satisfaction and trust. Other functions of the job: • Seek to cross sell business from existing Lawley divisions, • Expand and grow in your role when supporting miscellaneous duties as requested Skills / traits that we value for this role: • 5+ years of sales and business development experience, • Must possess the following licenses: Series 6 and Series 65 license OR Series 7 and Series 66 license, Life and Health License; Open to continuing education, • Experienced in conducting group and individual employee education meetings, • Bachelor’s Degree preferred, • Microsoft Office experience and skills are a must; Salesforce experience preferred, • Ability to work well independently and on a team, • Incredible attention to detail and organizational skills, • Positive attitude, even in a fast-paced environment, • A passion to make customers and coworkers feel important and valued, • Capability to work quickly and efficiently, • Methodical, yet swift decision-making skills, • Precise verbal and written communication skills, even under time constraints A bit about Lawley! • We are not a call center environment, • We achieve success by building genuine relationships together, with our teams and clients, • We are a family owned insurance broker (70+ years!), • We are deeply committed to the communities we serve and love to get involved, • We work hard and play hard!!! Why Lawley? • Competitive salary and referral bonuses!, • Expansive Benefits (Medical, Dental, Vision—and SO many more), • Unsupervised PTO AND a generous holiday schedule – available 1st day!, • Company 401K contribution received starting Day 1 (for participants 21+ years old), • Educational support, career development, and growth opportunities, • Job Security (we’ve never had a lay-off, even during the pandemic), • Flexibility, including hybrid schedules! Business hours 8am-4:30pm with networking/events after hours as needed., • Comfortable, family-oriented culture, with an emphasis on work life balance, • Unlimited Volunteer Time Off opportunities (so you can assist in serving our communities), • Fulfilling opportunities that align with your career path and our business needs Compensation for our production/sales positions are based on commissions. In some hiring situations, we may choose to invest and offer an interim base salary based upon an applicant’s experiences, background, and potential book of business. If applicable, a reasonable estimate of the current base salary range is $84,613.20 to $141,022.00 PLUS commissions.

Staff Accountant Stamford, CT | Hybrid | $65-70K \n\n We are partnering with a well-established client in Norwalk — one where we have a strong history of successful placements across finance and accounting. This is a company that invests in its people, offers real exposure across the full accounting function, and provides a genuine opportunity to grow your career in a collaborative, supportive environment. \n This is a great entry point for someone with at least one year of general accounting experience who is ready to take on more ownership and build their skillset in a dynamic, multi-entity organization. \n\n Why This Opportunity \n\n • Hybrid schedule with flexibility built in\n, • Broad accounting exposure — from journal entries and reconciliations to financial reporting and audit support\n, • Collaborative, team-oriented culture where your contributions are noticed\n, • Ideal stepping stone for early-career accounting professionals ready to level up\n, • Fast-growing, acquisition-driven company with long-term career runway\n\n\n The Role \n As an Accountant, you'll support accurate financial reporting and day-to-day operational accounting across assigned business entities. You'll play an active role in the monthly close cycle, balance sheet reconciliations, cash reporting, and financial schedule preparation — all while partnering with cross-functional teams and contributing to ongoing process improvements. \n\n Key Responsibilities \n\n • Prepare and record journal entries accurately and on time\n, • Assist with cash activity tracking, bank reconciliations, and reporting\n, • Complete balance sheet reconciliations and support intercompany reconciliation processes\n, • Support monthly close activities in adherence to reporting deadlines\n, • Assist in preparing financial schedules, reports, and P&L analyses with commentary\n, • Assist with accounts receivable and remittance tracking\n, • Communicate issues and resolution status to Finance leadership\n, • Contribute within a team environment while progressively taking on increased responsibilities\n\n\n What You'll Need \n\n • Minimum of 1 year of general accounting experience required; 2+ years preferred\n, • Solid understanding of general ledger accounting and reconciliation processes\n, • Strong attention to detail with the ability to meet deadlines in a fast-paced environment\n, • Proficiency in Microsoft Excel and experience with accounting software\n, • Clear communicator who can work independently and collaborate cross-functionally\n, • A proactive mindset — someone eager to learn, grow, and take ownership over time\n\n #INAUG2026

\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n AR Accountant\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n AR Accountant\n Location: Fairfield County, CT\n Schedule: Full-Time, Onsite\n Reports To: VP of Finance\n About the Opportunity\n \n A growing and established distribution company is seeking an AR Accountant to join its accounting team. This position supports daily accounting operations with a primary focus on accounts receivable, customer account management, cash applications, and general accounting support. The ideal candidate is detail-oriented, organized, and motivated to contribute in a collaborative, fast-paced environment.\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Primary Responsibilities\n \n Responsibilities will be assigned based on team workload and may include:\n \n \n • Prepare and process customer invoices accurately and on a timely basis\n, • Review daily bank activity and record customer payments\n, • Process daily bank deposits\n, • Process customer credit card transactions as needed\n, • Perform customer accounts receivable reconciliations\n, • Monitor collections activity and follow up on outstanding balances and inquiries\n, • Process customer credit applications\n, • Handle customer trade credit inquiries\n, • Provide accounts payable data entry support\n, • Assist with month-end close activities\n, • Support annual financial reporting requirements and external audits\n, • Participate in special projects and other ad hoc assignments as needed\n, • Provide general accounting and administrative support to the finance team\n Qualifications\n \n, • Bachelor's degree in Accounting, Finance, Business, or a related field\n, • 2+ years of accounting or accounts receivable experience\n, • Understanding of inventory, sales order, and purchase order processes\n, • NetSuite experience preferred\n, • Advanced proficiency in Microsoft Excel and Microsoft Office applications\n, • Strong attention to detail, accuracy, and organizational skills\n, • Solid analytical and problem-solving abilities\n, • Excellent written and verbal communication skills\n, • Ability to interact professionally with customers, vendors, and internal stakeholders\n, • Self-starter with a positive attitude and strong work ethic\n, • Ability to manage multiple priorities and meet deadlines in a fast-paced environment\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n

Treasury Accountant\n \n Location: Greenwich, CT - 100% in-office\n \n Compensation: $85,000-95,000\n Position Summary \n Reporting to the CFO, the Treasury Accountant will be responsible for managing the company's global cash activities across multiple international entities. This role will oversee daily cash management, bank reconciliations, treasury reporting, cash forecasting, and support financing activities. The ideal candidate will have strong treasury and accounting experience within a multi-entity environment, be highly analytical, and possess hands-on experience with Xero or similar cloud-based accounting platforms. Key Responsibilities\n \n • Manage daily cash positions and monitor bank balances across multiple domestic and international entities.\n, • Prepare and maintain short-term and long-term cash flow forecasts to ensure adequate liquidity across the organization.\n, • Process and oversee weekly domestic and international bank payments.\n, • Perform and review bank reconciliations to ensure accuracy and completeness of cash transactions.\n, • Reconcile cash inflows, outflows, and intercompany transactions across multiple entities.\n, • Prepare treasury reports, cash dashboards, and liquidity analyses for executive leadership.\n, • Support administration of banking relationships, including account openings, closings, user access management, and banking documentation.\n, • Assist with debt compliance reporting, covenant monitoring, and borrowing facility administration.\n, • Support corporate financing initiatives, capital raises, and other treasury-related projects.\n, • Collaborate with Accounting and Finance teams to ensure accurate recording of cash and treasury activities.\n, • Identify process improvements and develop enhanced reporting and forecasting models to improve visibility into global cash positions.\n, • Assist with month-end, quarter-end, and year-end close activities related to cash, debt, and treasury accounts.\n, • Support audits by preparing treasury-related schedules and documentation.\n Preferred Qualifications\n \n, • Bachelor's degree in Accounting, Finance, or related field.\n, • 5+ years of treasury accounting, cash management, or treasury operations experience.\n, • Experience working in an international, multi-entity organization.\n, • Hands-on experience with Xero ERP/accounting software preferred.\n, • Strong understanding of bank reconciliations, cash forecasting, treasury reporting, and intercompany accounting.\n, • Experience managing multiple bank relationships and banking platforms.\n, • Advanced Excel skills, including financial modeling and cash forecasting.\n, • Strong analytical, problem-solving, and communication skills.\n, • Ability to thrive in a fast-paced, growing global organization.\n Ideal Candidate Background\n \n, • Treasury Accountant, Senior Treasury Accountant, Treasury Analyst, or Cash Management Accountant.\n, • Experience supporting multiple legal entities across different countries and currencies.\n, • Background in high-growth, international organizations.\n, • Comfortable working directly with CFOs and senior leadership on cash planning and liquidity management.\n, • Proven experience reconciling complex cash activity and intercompany transactions within a multi-entity structure.\n \n

Senior Accountant\n Location: Stamford, CT Schedule: In-Office (Minimum 4 Days per Week) Compensation: $85-100K Position Overview\n Our client is seeking an experienced Senior Accountant to support the accounting team during a critical reporting and audit cycle. This role will be responsible for assisting with month-end close activities, account reconciliations, accounts payable functions, audit support, and various accounting projects. \n The ideal candidate will have a strong accounting foundation, excellent analytical skills, and the ability to thrive in a fast-paced environment while managing multiple priorities and deadlines. Key Responsibilities\n \n • Assist with the accurate and timely completion of monthly accounting close processes.\n, • Prepare and maintain balance sheet account reconciliations.\n, • Support accounts payable activities, including invoice processing and payment application.\n, • Compile and prepare documentation for external auditors during annual financial statement audits.\n, • Assist with data reconciliation and accounting system integrations related to acquisitions or business transitions.\n, • Perform financial analyses and support special projects as needed.\n, • Ensure the accuracy and integrity of financial records and supporting documentation.\n, • Collaborate with internal stakeholders on accounting and reporting initiatives.\n, • Perform other duties and projects as assigned.\n Required Qualifications\n \n, • Bachelor's degree in Accounting required.\n, • Minimum 5 years of accounting and financial reporting experience.\n, • Strong knowledge of Generally Accepted Accounting Principles (GAAP).\n, • Experience with month-end close, account reconciliations, and financial reporting.\n, • Strong analytical and problem-solving skills.\n, • Exceptional attention to detail and accuracy.\n, • Ability to manage multiple priorities and meet tight deadlines.\n, • Strong written and verbal communication skills.\n, • Proven ability to build effective working relationships across teams.\n, • Proficiency with Microsoft Excel and accounting systems.\n Preferred Qualifications\n \n, • CPA designation strongly preferred.\n, • Experience supporting external audits.\n, • Experience working in a fast-paced, growth-oriented environment.\n, • Background in complex accounting operations, consolidations, or acquisition integrations is a plus.\n Compensation & Schedule\n \n, • Contract opportunity\n, • Stamford, CT location\n, • In-office requirement of at least 4 days per week\n \n This is an excellent opportunity for an accounting professional who enjoys hands-on accounting, financial reporting, audit support, and process improvement within a dynamic and growing organization. \n

\n Inventory Accountant\n Location: Stamford, CT (100% in-office) Compensation: $85K Position Summary\n A growing consumer products company is seeking an Inventory Accountant to support inventory and accounting operations across multiple locations. This position will report to the Controller and play a key role in ensuring inventory accuracy, reconciliation, and timely financial reporting. The ideal candidate is detail-oriented, analytical, and able to work independently in a fast-paced environment. Key Responsibilities\n \n • Perform 3-way matching of purchase orders, inventory receipts, and invoices\n, • Reconcile inventory balances across multiple locations and research discrepancies\n, • Prepare and post journal entries and assist with month-end close activities\n, • Maintain general ledger accounts and perform balance sheet reconciliations\n, • Support ad hoc reporting and analysis related to inventory and accounting\n Qualifications\n \n, • Bachelor’s degree in Accounting, Finance, or related field\n, • 5+ years of accounting experience preferred\n, • Strong Excel skills required\n, • Excellent analytical, organizational, and problem-solving abilities\n, • Ability to manage multiple priorities and meet deadlines\n, • Strong communication skills and ability to work independently\n \n

AR Accountant\n Stamford, CT | Full-Time | Commercial Real Estate \n Are you an experienced Accounts Receivable professional looking for a role where you can truly make an impact? Our client, a well-established commercial real estate company with a portfolio valued at over $1 billion, is seeking an AR Accountant to join their accounting team. This is a critical position responsible for managing cash flow, tenant receivables, and collections across a diverse portfolio of commercial properties. \n This opportunity is ideal for someone who enjoys taking ownership, working independently, and partnering closely with accounting and property management teams in a fast-paced environment. Why This Opportunity Stands Out\n \n • Established commercial real estate organization with over 40 years of success\n, • High-visibility role supporting a large real estate portfolio\n, • Opportunity to work directly with Accounting leadership\n, • Team-oriented environment with strong employee tenure\n, • Excellent long-term growth potential\n, • Beautiful Stamford office location\n, • Competitive compensation and comprehensive benefits package\n, • Stable company experiencing continued growth\n Key Responsibilities\n \n, • Manage the full accounts receivable cycle for a portfolio of commercial properties\n, • Post and apply cash receipts, ACH payments, wires, and checks\n, • Generate monthly tenant billings and recurring charges through Yardi\n, • Monitor aging reports and perform collections activities\n, • Reconcile tenant accounts and investigate discrepancies\n, • Run daily cash reports and support banking activity\n, • Process utility billings and other property-related receivables\n, • Collaborate with Property Accountants, Property Managers, and Accounting leadership\n, • Assist with onboarding new properties and special projects as needed\n Qualifications\n \n, • 3+ years of Accounts Receivable experience\n, • Experience working in Commercial Real Estate strongly preferred\n, • Hands-on experience with Yardi required\n, • Strong understanding of cash applications, collections, and account reconciliation\n, • Proficiency in Microsoft Excel and Microsoft Office\n, • Ability to work independently and manage multiple priorities\n, • Strong communication and problem-solving skills\n, • Associate's or Bachelor's degree preferred\n \n

Job Description ROLE SUMMARY: The Accounts Payable Administrator handles basic accounting tasks. This involves recording transactions, reconciling accounts, and ensuring the accuracy of financial data. The Accounts Payable Administrator assists in the preparation of financial statements, manages the Accounts payable and provides Accounts Receivable support. The Accounts Payable Administrator's primary job is to correctly input transactions into the accounting system and is responsible for the timely and accurate processing of supplier payments ensuring approval processes are appropriately followed. This role requires basic accounting knowledge and understanding, must be thorough and have great attention to detail. This position reports to the Senior Accountant. ROLE RESPONSIBILITIES: • Processing invoices, payments and collections, • Record transactions into the accounting system and ensure accuracy, • File paper and digital copies of supplier documents associated with payables transactions, • Collect and enter required information for new suppliers, • Secure appropriate approvals for all invoices and resolve disputes between internal staff and external parties, • Serve as suppliers’ point of contact for payment inquiries and disputes, • Reconcile suppliers’ statements, • Prioritize invoices to make sure supplier discounts are taken when available, • Generate weekly AP and other financial reports for management OTHER RESPONSIBILITIES: • Perform miscellaneous clerical and administrative tasks as needed for Senior Accountant and Management, • Fill in for other AP and accounting personnel during vacations and time off, • Supporting budgeting and assisting with audits QUALIFICATIONS • 2+ years of accounts payable experience, • Proficient in Microsoft Office Suite; strong Excel and general computer skills, • Strong communication and interpersonal skills, • Must be a team player who is detailed and process oriented with the ability to multi-task, • Knowledge working with Yardi accounting software a plus RMS is an Affirmative Action/Equal Opportunity Employer

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

Financial Data AnalysisEmbedded FinanceInvestment Strategy & AdvisoryPredictive Analytics & Visualizationmicro1 is the leading AI data lab for training frontier models and evaluating AI agents. Experts contribute their diverse subject matter knowledge across domains such as finance, healthcare, STEM engineering, and more. micro1 transforms that real-world expertise into high-quality training data, evaluations, and feedback loops that improve how AI systems learn, reason, and perform. Our platform identifies and vets top talent through an AI recruiter, enabling high-quality expert contributions at scale. We aim to enable 1 billion people to do meaningful work by applying their expertise to AI. As our global expert network grows, micro1 is building the human intelligence layer for frontier AI. Job Title: Financial Analyst Job Type: Full-time or Part-time, Contract Location: Remote Job Summary: In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required — your domain knowledge is what matters. Key Responsibilities • Analyze complex financial data to identify key trends and provide actionable insights for strategic decision-making., • Lead the evaluation of embedded finance opportunities and contribute to advisory on investment strategies., • Develop predictive financial models and dynamic visualizations using up-to-date analytics platforms., • Conduct thorough market and industry research, synthesizing information from diverse sources to inform business recommendations., • Communicate findings and strategic recommendations clearly in both written reports and verbal presentations to stakeholders., • Stay ahead of the latest trends in the Asian economy, embedded finance, and digital financial solutions., • Collaborate with cross-functional teams to translate analytical results into business outcomes. Required Skills and Qualifications • Bachelor’s degree in Finance, Economics, or related field., • Professional certification (CFA, CIIA, CMA) or proven experience as a financial analyst in a leading finance institution., • Strong proficiency in financial data analysis, predictive analytics, and visualization tools (e.g., Power BI, Tableau, Python or R)., • Demonstrated experience in investment strategy and advisory, particularly within embedded finance contexts., • Exceptional written and verbal communication skills, with a keen eye for detail and clarity., • Advanced online research capabilities and ability to synthesize diverse financial information rapidly., • Experience working in or with Asia, with a solid understanding of regional financial markets and economic drivers. Preferred Qualifications • Previous experience at an MBB (McKinsey, BCG, Bain) firm or a major financial institution., • Familiarity with digital finance platforms and emerging fintech trends in the Asian market., • Based in Asia, or extensive prior exposure to the Asian economic landscape.

Property Accountant Location: Stamford, CT - full-time onsite Compensation: $105,000-$115,000 CFS has partnered with a commercial real estate firm in Stamford to help find their new Property Accountant. This position will be a key member of their property accounting team and will work closely with the Property Managers and Property Accountants, while reporting directly to the Property Controller, Director of Real Estate Fund Accounting and the CFO. Why should you work here? • Portfolio valued at over $1B, • Multiple tenured employees, • Highly visible role, • 40+ years of long-standing relationships with clients, • Competitive benefits Responsibilities: The Senior Property Accountant is responsible for the accounting and financial reporting for an assigned portfolio of properties and works with the accounting team to ensure financial data is complete, accurate, supported and properly presented in accordance with the applicable basis of accounting. Duties include the following: • Preparation of the monthly, quarterly and year end closings, including supporting schedules, financial review, variance analysis and the prompt resolution of issues, • Preparation of financial statements in accordance with the GAAP, Tax and Fair Value basis of accounting, • Assist with reporting to management, investors and lenders, • Work closely with independent CPA Firm(s) for annual year-end audits, • Cash flow monitoring and management, • The Assistant Property Controller will prepare the annual property and fund level budgets, • Review and approval of certain property expenses such as real estate taxes, insurance and capital costs, • The Assistant Property Controller will handle the billing and collection of the annual CAM/Tax reconciliations, • Sales tax filings (as applicable), • The Assistant Property Controller will have oversight of the lease administration, accounts receivable and accounts payable functions, to ensure compliance with the Company’s policies and procedures, • Ad hoc reporting as needed Desired qualifications: • 3+ years of experience with accounting for commercial real estate., • Bachelor's degree in Accounting or related field, • Experience with Yardi is highly preferred #LI-MP5 #LI-Onsite #INMAY2026

Location: Remote (U.S.) Our client, a mission-driven nonprofit organization, is seeking a Director, Specialized Accounting to lead key accounting functions with a focus on grant accounting, compliance, specialized fund accounting, and financial projects. This role will partner closely with Finance, Program, and Lending teams to ensure accurate reporting, strong financial controls, and compliance with regulatory and funder requirements. Responsibilities: • Lead grant accounting, revenue recognition, reporting, and compliance activities, • Manage restricted fund accounting, journal entries, reconciliations, and supporting schedules, • Support federal grant reporting and Single Audit requirements, • Oversee specialized fund accounting, including reconciliations, accruals, financial statements, and tax reporting, • Partner with external auditors and advisors on audits and specialized accounting matters, • Contribute to monthly/quarterly close and financial reporting, • Lead process improvement, automation, and financial systems initiatives, • Serve as a key accounting partner across Finance and other departments Qualifications: • Bachelor’s degree in Accounting, Finance, Business, or related field, • 7+ years of progressive accounting/finance experience, • Nonprofit accounting experience strongly preferred, • Strong knowledge of GAAP, restricted fund accounting, cost allocation, and audit support, • Experience with federal grant compliance and reporting requirements, • Strong Excel and accounting systems experience, • Excellent analytical, communication, organizational, and problem-solving skills, • Ability to work independently and collaborate effectively in a remote, cross-functional environment Why Consider This Opportunity? • $120,000–$145,000 salary, • Fully remote within the U.S., • Mission-driven organization, • Comprehensive benefits package, • Opportunity to lead specialized accounting initiatives and process improvement

Financial Analyst Compensation: $70,000–80,000 + bonus Work Model: Hybrid (2-3 days in Fairfield County office) Position Overview Join a rapidly growing leader in the energy sector—an industry driving innovation and transformation. As a Financial Analyst, you’ll be an integral part of a collaborative Finance team, supporting key forecasting, reporting, and analysis activities that influence business decisions. This is a newly created role that offers exposure across the organization, opportunities to develop advanced financial skills, and a clear path for career growth. The company provides a hybrid work schedule, a supportive team environment, and the chance to contribute to a fast-scaling business. Key Responsibilities • Assist with monthly and quarterly forecasting processes, including revenue, operating expenses, and headcount., • Maintain and update financial models to support budgeting, cash flow forecasting, and scenario analysis., • Prepare monthly reporting packages and dashboards for leadership, ensuring accuracy and clarity., • Support ad hoc analyses related to capital projects, cost initiatives, and strategic priorities., • Collaborate with department leaders to validate assumptions and track KPIs., • Contribute to process improvements by helping to streamline workflows, standardize reporting, and enhance planning tools and ERP systems. Qualifications • Bachelor’s degree in Finance, Accounting, Economics, or a related field., • 1–4 years of experience in FP&A, financial analysis, or corporate finance., • Strong Excel and financial modeling skills; ability to work with large datasets., • Familiarity with ERP or planning tools; NetSuite experience is a plus., • Excellent communication skills and attention to detail., • Highly organized and able to manage multiple priorities in a fast-paced environment. #LI-TM2 #LI-Hybrid

Location: Stamford, CT Compensation: $25-30/hr Work Modality: 100% in-office with hybrid flexibility once you're fully trained Our client is a well-established Stamford company experiencing significant growth, and they need a sharp AP Coordinator to join their Corporate Accounting team right away. This isn't your typical AP role - you'll be managing high-volume payment operations while also diving into inventory reconciliation for a critical business division. It's fast-paced, highly visible, and perfect for someone who wants variety in their day-to-day. • Dual focus: Master both accounts payable and inventory accounting functions, • High impact: Your work directly supports operations for a key division, • Hybrid potential: Earn work-from-home flexibility after your training period, • Collaborative culture: Join a supportive Corporate Accounting team that values your contributions, • Stability + growth: Established company with upward momentum This role combines the precision of AP with the analytical challenge of inventory management - keeping you engaged and building diverse skills. Accounts Payable Management: • Process up to 200 vendor invoices daily with accuracy and efficiency, • Manage specialized payment processing for oil-related vendors while maintaining strict policy compliance, • Investigate and resolve invoice discrepancies before they escalate Inventory & Reconciliation: • Reconcile monthly physical liquid inventory statements against the company's inventory management system, • Perform general ledger reconciliations and support month-end close activities, • Track down and resolve inventory account discrepancies with a detective's eye for detail Cross-Functional Collaboration: • Partner with internal teams and external vendors to identify process improvements, • Contribute ideas for streamlining operations and increasing efficiency Required: • Associate's or Bachelor's degree in Accounting, Finance, or related field, • Strong organizational abilities with proven multitasking skills, • Meticulous attention to detail and commitment to accuracy, • ERP system experience (any platform), • Solid Excel proficiency—pivot tables and VLOOKUP skills highly preferred, • Professional communication style for vendor and team interactions Preferred: • 2+ years of Accounts Payable or general accounting experience, • Experience with inventory reconciliation or cost accounting

Job Description At Curaleaf, we're redefining the cannabis industry with a strong commitment to quality, expertise, and innovation. As a leading global cannabis provider, our brands—including Curaleaf, Select, and Grassroots—offer premium products and services in both medical and adult-use markets. Join us at Curaleaf to be part of a high-growth, purpose-driven company that champions corporate social responsibility through our Rooted in Good initiative, supporting community outreach and positive change. Here, you'll have the opportunity to make a meaningful impact, drive innovation, and help shape the future of cannabis. Title: Senior Financial Analyst, Corporate FP&A Location: Stamford, CT Job Type: FT About the Role: The Senior Financial Analyst, Corporate FP&A serves as a strategic finance partner to the Office of the CFO and business leaders across Operations, Retail, Marketing, Shared Services, and Corporate functions. This role is responsible for financial planning, forecasting, performance management, and executive reporting that support key operational, financial, and strategic decisions. The successful candidate will leverage financial and operational data to deliver actionable insights that drive revenue growth, profitability, and business performance. This highly visible role offers regular exposure to the CFO, CIO, and executive leadership team and plays a key role in enterprise-wide planning, forecasting, KPI reporting, and strategic decision-making. What You'll Do: • Serve as a strategic finance partner to company by providing financial analysis, forecasting, reporting, and decision support for key operational, financial, and strategic initiatives., • Lead monthly forecasting, annual budgeting, and long-range planning processes across assigned business functions., • Develop, maintain, and analyze complex financial models to evaluate business performance, operational initiatives, capital investments, and growth opportunities., • Partner with Retail, Operations, Marketing, Shared Services, and Corporate leadership teams to identify risks, opportunities, performance improvement initiatives, and communicate financial results and recommendations to executive and C-suite stakeholders., • Develop, monitor, and report on key business metrics and KPIs, including retail, operational, labor, and marketing performance indicators in addition to margin and EBITDA performance., • Partner with Marketing leadership to evaluate campaign performance, customer acquisition trends, marketing spend effectiveness, and return on investment., • Produce executive-level reporting packages, variance analyses, dashboards, board materials, and presentations for senior leadership, the CFO, and other members of the executive team., • Drive labor planning and workforce analytics initiatives, including productivity measurement, staffing optimization, overtime analysis, and workforce forecasting., • Identify opportunities to automate reporting, improve data quality, and enhance financial planning and reporting processes. What You'll Bring: • Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field., • 3–6 years of experience in FP&A, Corporate Finance, Business Analytics, Consulting, or a related analytical role., • Advanced Microsoft Excel skills, including financial modeling, scenario analysis, Power Query, pivot tables, and large dataset manipulation., • Strong PowerPoint and executive presentation skills., • Experience building budgets, forecasts, financial models, and executive reporting packages using planning and reporting tools such as Vena, OneStream, or similar platforms., • Experience with SQL, Snowflake, Power BI, Omni, or other business intelligence and data visualization tools strongly preferred., • Strong understanding of financial statements, budgeting, forecasting, variance analysis, and performance management., • Exceptional verbal and written communication skills with the ability to effectively communicate financial concepts to both financial and non-financial audiences., • Experience partnering with senior leadership and presenting financial results, recommendations, and insights to executive stakeholders., • Demonstrated ability to build strong cross-functional relationships and work effectively in a fast-paced, dynamic environment., • Experience supporting multi-site retail, consumer products, manufacturing, or other operationally complex organizations preferred., • Subject to background check per state cannabis requirements. Connecticut Hiring Range $94,000—$104,000 USD What We Offer: • Career Growth Opportunities, • Competitive Pay and Benefits, • Generous PTO and Parental Leave, • 401(K) Retirement Plan, • Life/ Disability Insurance, • Community Involvement, • Referral Bonuses and Product Discounts Benefits vary by state, role type, and eligibility. Follow us on Social Media: Instagram: @curaleaf.usa Twitter: @Curaleaf_Inc LinkedIn: Curaleaf LinkedIn Curaleaf Holdings, Inc. (TSX: CURA) (OTCQX: CURLF) ("Curaleaf") is a leading international provider of consumer products in cannabis with a mission to enhance lives by cultivating, sharing, and celebrating the power of the plant. As a high-growth cannabis company known for quality, expertise and reliability, the Company, and its brands, including Curaleaf, Select, Grassroots, Find, and Anthem provide industry-leading service, product selection and accessibility across the medical and adult-use markets. Curaleaf International is powered by a strong presence in all stages of the supply chain. Its unique distribution network throughout Europe, Canada and Australasia brings together pioneering science and research with cutting-edge cultivation, extraction and production. Home | Curaleaf | Cannabis with Confidence Our Vision: To be the world's leading cannabis company by consistently delivering superior products and services and driving the global acceptance of cannabis. Our Values: • Lead and Inspire., • Commit to Win., • ONE Curaleaf., • Driven to Deliver Excellence. Curaleaf is an equal opportunity employer. Curaleaf recruits, employs, trains, compensates, and promotes regardless of race, religion, color, national origin, gender identity, sexual orientation, physical ability, age, veteran status, and other protected status as required by applicable law. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. Individuals adversely impacted by the war on drugs are encouraged to apply. Current Curaleaf employees should apply for open positions through our Internal Job Board, which can be accessed via the link on The Leaf. ***Please note that U.S. immigration rules and regulations are governed by federal law; not state law. Although Curaleaf operates in states that have legalized and decriminalized marijuana, it is still considered a controlled substance under federal regulations and thus illegal under federal law. For this reason, unless and until federal law changes, Curaleaf is prohibited from offering sponsorship for any non-immigrant or immigrant visas. ***Please also note that while candidates who are Lawful Permanent Residents (such as those with Green Cards) are eligible for employment with, and are hired by Curaleaf, working for a company engaged in a business that grows and sells a product that is illegal under federal law might compromise the candidate's immigration status. Before a Lawful Permanent Resident accepts an offer of employment, Curaleaf recommends that the candidate seek the advice of an immigration lawyer.

Job Description Accelion is a Great Place to Work® Certified company! WHAT WE OFFER: • First year expected total compensation between $70,000 and $90,000, including guaranteed base ($60,000 - $65,000) and unlimited incentives, • Flexible full-time work schedule that allows work/life integration, • Up to 28 paid days off per year, • Full benefits like health, dental, life, disability, vision, and 401k, • Smartphone, tablet, and laptop to do your job on-the-go, • Expense account to entertain and reward WHAT WE REQUIRE: In addition to being naturally outgoing and engaging, the minimum qualifications are: • 1+ years of relevant experience or college degree, • Tech-savvy with working knowledge of MS Office, • Organized and disciplined to work independently, • Some evening/weekend availability, • Must live within reasonable driving distance of territory (Stamford, CT) – local candidates only WHAT YOU'LL DO: Get in on the ground floor of the national launch for the nation’s most reliable telecommunications network as we enter new markets for 5G Home services! You will spend most of your time in your assigned territory of apartments, condos, and co-ops where you’ll build relationships with property professionals, obtain referrals, and engage with residents. You will also: • Educate consumers about our brand-new, leading edge wireless internet product for the home, • Execute sales-driving activities, including events, collateral distribution, and outreach to referrals by phone, text, and email, • Sell our client’s telecommunications products, including internet, TV, and wireless, • Leverage incentive programs and by being the “go-to” ambassador of our client’s brand To learn more about Accelion and the position, copy and paste the following URLs to your browser: What “a day in the life” is like in this job: https://youtu.be/OUpnH6BXR3c What employees think about working at Accelion, a Great Place to Work® Certified company: https://www.greatplacetowork.com/certified-company/7038856 #IND06511

Job Description Remote Insurance Representative | Flexible Schedule | Commission Only This position offers flexible work hours and clear paths for advancement into leadership and management. You will work remotely, serving clients by providing guidance and protection solutions for individuals and families. What We Offer • Remote, work-from-home career, • Average first-year earnings of $69K through commissions and bonuses, • Increased earning potential in later years through performance and renewals, • Residual income opportunities through client renewals, • Unionized position with stock options, • Comprehensive benefits package including medical, dental, and prescription coverage, • Ongoing training and mentorship from experienced managers, • High-quality leads provided with no cold calling friends or family, • Flexible scheduling within a career-focused structure, • Advancement and recognition opportunities with promotion from within, • Supportive and collaborative virtual team environmentQualities We Value, • Willingness to learn and be coached through structured training, • Friendly, outgoing, and professional communication style, • Genuine desire to help others by providing guidance and solutions, • Strong verbal communication and relationship-building skills, • Sales or customer service experience is helpful but not requiredQualifications, • Laptop or desktop computer with a working camera, • Insurance license required or willingness to obtain one, • Basic computer skills, • Must reside in North America including the United States or Canada, • We do not hire candidates residing outside North AmericaResponsibilities, • Contact provided leads to schedule virtual meetings with clients, • Present benefit programs and assist clients with enrollment, • Build and maintain strong client relationships, • Work closely with your manager to set goals and achieve them

Job Description Remote Insurance Representative | Flexible Schedule | Commission-Based This position offers flexible work hours and clear paths for advancement into leadership and management. You will work remotely, serving clients by providing guidance and protection solutions for individuals and families. What We Offer • Remote, work-from-home career, • Average first-year earnings of $69K through commissions and bonuses, • Increased earning potential in later years through performance and renewals, • Residual income opportunities through client renewals, • Unionized position with stock options, • Comprehensive benefits package including medical, dental, and prescription coverage, • Ongoing training and mentorship from experienced managers, • High-quality leads provided with no cold calling friends or family, • Flexible scheduling within a career-focused structure, • Advancement and recognition opportunities with promotion from within, • Supportive and collaborative virtual team environmentQualities We Value, • Willingness to learn and be coached through structured training, • Friendly, outgoing, and professional communication style, • Genuine desire to help others by providing guidance and solutions, • Strong verbal communication and relationship-building skills, • Sales or customer service experience is helpful but not requiredQualifications, • Laptop or desktop computer with a working camera, • Insurance license required or willingness to obtain one, • Basic computer skills, • Must reside in North America including the United States or Canada, • We do not hire candidates residing outside North AmericaResponsibilities, • Contact provided leads to schedule virtual meetings with clients, • Present benefit programs and assist clients with enrollment, • Build and maintain strong client relationships, • Work closely with your manager to set goals and achieve them

A highly regarded, investment-focused asset management firm is seeking a Fund Controller to join its lean, sophisticated finance and operations team. This is an excellent opportunity for a high-performing accounting professional who wants broad exposure, meaningful responsibility, and a clear path for continued growth within a boutique investment environment. \n \n The Opportunity \n The firm is a global, long-term investment manager with a concentrated, fundamental value-oriented strategy and a sophisticated institutional investor base. With a highly collaborative team and a lean organizational structure, this individual will have the opportunity to work closely with senior leadership and gain visibility across the firm's broader fund operations. \n The Fund Controller will report directly to senior finance and operations leadership and will play a hands-on role across the firm's accounting and fund-related activities. \n \n Key Responsibilities \n\n • Oversee and execute a broad range of fund accounting and financial reporting responsibilities\n, • Participate in the preparation and review of financial statements, NAVs, and related reporting\n, • Support technical accounting matters and complex fund-related transactions\n, • Partner closely with senior leadership on accounting, finance, and operational initiatives\n, • Help identify opportunities to improve processes, controls, and overall efficiency\n, • Work cross-functionally across the organization and gain exposure to a wide range of fund operations\n, • Serve as a hands-on resource who is comfortable getting into the details rather than simply managing from a distance\n\n \n Ideal Background \n\n • Approximately 4–8 years of relevant experience\n, • Hedge fund experience is required\n, • Experience in public accounting, private accounting, or a combination of both\n, • CPA strongly preferred\n, • Strong technical accounting foundation and excellent attention to detail\n, • Exposure to multiple investment products/strategies is highly desirable\n, • Candidates with some private equity experience will also be considered\n, • Demonstrated ability to operate effectively in a lean, entrepreneurial environment\n, • Genuine "team over me" mentality\n, • Highly motivated to learn, take on responsibility, and grow with the organization\n, • Comfortable being hands-on and taking a true roll-up-your-sleeves approach\n\n \n Why This Role \n This is an opportunity to join a small, high-caliber investment organization where the Fund Controller will not be siloed into a narrow accounting function. The successful candidate will gain broad exposure to the firm's investment platform, work directly with senior leadership, and have the opportunity to grow alongside the organization. \n \n Location: Stamford, CT \n Work Model: Hybrid — 2 days per week in office \n Compensation: Up to approximately $200K total compensation

Fiduciary Tax Accountant/Sr. Acct/Manager/Director \n Stamford, Connecticut, United States (5 days On-site) \n • Annual Paid Time Off (PTO) of twenty-five (25) days year one and thirty (30) on first anniversary \n Great WORK/LIFE BALANCE/CULTURE - Thirty-seven and a half (37½) hour work week! \n \n Fiduciary (Tax) Accountant - Stamford, Greenwich or W. Hartford - Onsite \n Responsibilities \n • Identify, collect, analyze, abstract, organize and maintain facts and documents in accordance with \n compliant legal practice and procedure. \n • Identify, collect, analyze, abstract, organize and maintain financial statements and spreadsheets \n relating to client investments. \n • Develop and maintain relationships with clients and personnel, inside and outside the law firm, to obtain and clarify information necessary to substantiate facts, identify documents \n and support legal actions. \n • Organize and maintain information, records and documents supporting legal actions. \n • Assist with analysis of legal proceedings to identify possible issues. \n • Develop, implement and maintain tracking and accounting systems for client investments facilitating \n preparation of U.S. trust tax returns. \n • Prepare U.S. federal and state death tax returns. \n • Prepare U.S. federal and state income tax returns for estates, testamentary and intervivos trusts. \n • Prepare individual, fiduciary, partnership and non-profit organization U.S. tax returns. \n • Prepare Trust and Estate probate accountings. \n • Prepare related filings and analysis for all accountings and returns. \n • Execute Trust and Estate administration. \n • Track deadlines to assure returns and accountings are filed timely or extended when applicable. \n \n Qualifications \n • Degree in business administration, finance or accounting preferred \n • Two (2) to ten + (10+) years’ experience as a Fiduciary Accountant \n • Familiarity with federal Form 1040, United States Individual Income Tax Return and state individual income tax returns and preparation. \n • Familiarity with federal Form 709, United States Gift (and Generation-Skipping Transfer) tax returns. \n • Proficiency in Microsoft Office, Excel, Estate Val Software (EVP), ProSystem FX and FastTax \n • Knowledge of Trust and Estate procedures and trial balance sheets \n • Excellent communication skills, both verbal and written \n • Detail orientated, good time management and organizational skills \n • Able to prioritize and multitask effectively \n Compensation \n • $110,000.00 - $200,000.00 \n Dependent upon experience \n • Competitive benefits package \n • Fiduciary Accountant is an exempt role, not eligible for overtime \n

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. \n \n 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. \n \n Responsibilities: \n\n • Create the financial and management reports\n, • Manage fee calculations and weekly/monthly /quarterlyreporting\n, • Handle management fee, waterfalls, and carried interest calculations\n, • Work closely with investor relations teams to handle reporting for various LP requests\n, • Collaborate with tax team on year end tax-return information and tax projections throughout the year\n, • Review and manage expense budgets and projects related to expense projections and deal allocations\n, • Assist with mentorship of junior employees\n, • Collaborate with external audit and tax teams\n, • Ad hoc projects\n\n \n Requirements: \n\n • 2-4 years of experience in public accounting, private accounting, or public/private mix\n, • Bachelors degree in accounting and/or finance\n, • Strong Excel skills\n, • CPA preferred\n\n

Location: Stamford, CT (100% in-office) Compensation: $85K A growing consumer products company is seeking an Inventory Accountant to support inventory and accounting operations across multiple locations. This position will report to the Controller and play a key role in ensuring inventory accuracy, reconciliation, and timely financial reporting. The ideal candidate is detail-oriented, analytical, and able to work independently in a fast-paced environment. • Perform 3-way matching of purchase orders, inventory receipts, and invoices, • Reconcile inventory balances across multiple locations and research discrepancies, • Prepare and post journal entries and assist with month-end close activities, • Maintain general ledger accounts and perform balance sheet reconciliations, • Support ad hoc reporting and analysis related to inventory and accounting, • Bachelor’s degree in Accounting, Finance, or related field, • 5+ years of accounting experience preferred, • Strong Excel skills required, • Excellent analytical, organizational, and problem-solving abilities, • Ability to manage multiple priorities and meet deadlines, • Strong communication skills and ability to work independently

Job DescriptionCompany Description Why Join Us At Check Point, what you do matters. Every day, we protect over 100,000 organizations worldwide from increasingly sophisticated cyber and AI-driven threats, securing their AI transformation. Our prevention-first approach safeguards hybrid networks, cloud environments, digital workspaces, and AI systems, stopping attacks before they happen. This is where innovation meets real-world impact. You’ll help customers across industries operate with confidence in a rapidly changing digital world, working alongside smart, curious people who take ownership, challenge assumptions, and solve complex problems. We’re proud to be recognized by TIME, Newsweek, and Forbes for excellence and workplace culture. What really sets Check Point apart is the opportunity to grow, contribute, and help companies navigate their AI transformation securely. If you’re excited to work at the forefront of AI-driven security on a global scale, this is the place to do it. Job Description You will be responsible for As a Sales Engineer in the cybersecurity industry, you will play a crucial role in bridging the gap between our technical solutions and our clients' needs. You will be responsible for understanding the intricacies of our product portfolio and effectively communicating their value proposition to your customers. You are: A technical resource who uses your industry, product and solution expertise to educate customers on solutions that are aligned to their business objectives A partners with your sales counterpart to design and implement a plan that aligns with the goals of the team - making quota, providing successful outcomes for customers, creating an effective and enjoyable working environment and relationship A highly valued member of the sales team who is a master resource in the sales kit, one who creates trusted advisor level relationships with customers to round out the sales/SE ‘divide and conquer’ partnership Responsibilities: • Build and maintain strong relationships with your customers acting as a trusted advisor who is responsible for the end-to-end technical relationship at the customer - be the CTO of your account!, • Develop a deep understanding of customer’s technical environment, business objectives, any business challenges or pain points and align those with the right Check Point solution(s)., • Winning Sales opportunities with Tight collaboration with your sales counterpart in account planning, campaign development and active engagement in progressing sales stages 3 through 5 – Validate, Prove, Proposal = ownership of technical closure, • Demonstrate strong knowledge on Cybersecurity, industry developments including tackling competitive threats and comparisons in sales opportunities, • Respond to RFPs/RFIs, • Ability to present Check Point’s technology vision and value proposition to all levels of audience from executives to technical practitioner, • Pro-actively drive meetings, exhibit strong communication skills and the ability to influence decisions through effective presentations, product demonstrations, and technical discussions with customers at all levels from Executive (CISO) to practitioner, • Take full ownership of your accounts by providing thought leadership and perspective while ensuring customer’s best interest takes priority., • Deep understanding and product knowledge used in explaining the most up to date product features/benefits and competitive position, understanding and responding to the competition, gathering, and applying market knowledge, • Utilize resources and tools to manage whitespace and accuracy of the Install Base to drive expansion in current product lines as well as adoption of additional product lines, • Building and implementing strategic, technical account plans that target cross-platform solutions, • Orchestrating applicable supporting resources to ensure a one-team approach that properly services the needs of the customer driving to a defined outcome, • Partner with multi-functional teams such as Solutions Architects, Specialists, Customer Success Managers, Product Management and Engineering to drive success across the customer journey, • Performs special projects related to the Solutions Engineering function as assigned by management., • Continuously investing in yourself to develop technical and professional skills that drive your ever-increasing contributions to customer success while actively participating within the SE community and at industry events Qualifications What you bring to the table • 5+ years of sales/solutions/systems engineering and pre-sales experience, • Possess strong analytical and problem solving skills, • Solid understanding of networking and security principles and typical customer architectures, • Ability to design and articulate an end-to-end security solution for a customer’s environment, • Excellent communication and presentation skills, • Relevant certifications highly preferred, e.g. CCNP / CISSP/ CCSA / CCSE, • Ability to do 50% travel including international travel, • Must be eligible to work in the US without sponsorship from an employer now or in the future What you'll get in return • Exposure to exciting and award-winning technologies in the Cyber Security industry, • Opportunity to fulfill your potential by rolling out creative ideas and projects, • Work with and build a long-lasting relationship with a team of brilliant people If this sounds like an ideal role for you then why wait? Apply now! EOE M/F/Veterans/Disabled The wage range for this position takes into consideration a variety of factors in determining your pay. We'll consider your location, experience, certifications, and other business and organizational needs. The wage disclosure has not been adjusted for applicable geographic differentials associated with the location at which this position may be filled. A reasonable estimate of the current base wage range for this role is $105,000-170,000. In addition to the base compensation, certain roles are eligible for additional compensation, including an annual bonus or sales incentive based on revenue or utilization, depending on the terms of the plan and the employee’s role. These awards are allocated based on individual performance. Benefits/perks listed here may vary depending on the nature of your employment with Check Point Software Technologies and the country/state where you work. US-based employees gain access to healthcare benefits, a 401(k) plan and company match, short-term and long-term disability coverage, basic life insurance, stock awards and an employee stock purchasing plan.

As the Family Office Accounting Manager, you'll spearhead accounting operations, budgeting, financial reporting, and vendor relationships across multiple entities. \n \n \n Key Responsibilities \n Accounting & Financial Reporting \n\n • Maintain full accounting records and oversee monthly, quarterly, and annual financial statements\n, • Perform detailed account reconciliations and analysis across various legal entities and locations\n\n Budgeting & Cash Flow \n\n • Develop and manage annual budgets, forecasts, and cash flow projections\n, • Monitor daily cash activity and address short- and long-term liquidity needs\n\n Systems & Reporting \n\n • Oversee accounting software, maintain system integrity, and design meaningful financial reports\n, • Analyze spending and cost trends, including high-card and miscellaneous expenses\n\n Banking & Currency \n\n • Manage multi-currency banking relationships, wire transfers, and payments\n\n Vendor & Contract Management \n\n • Negotiate, review, and manage vendor and service provider contracts\n, • Administer insurance policies and coverage\n\n Governance & Compliance \n\n • Develop and enforce financial policies, internal controls, and expense reimbursement procedures\n, • Coordinate with external advisors during tax and audit processes\n, • Identify process inefficiencies and implement improvements\n\n \n \n Experience & Qualifications \n Education: Bachelor’s degree in Accounting, Finance, or related field. CPA or equivalent preferred \n \n Professional Experience: \n Minimum 5-8 years of accounting experience, with a strong preference for those with family office or high-net-worth (HNW) background \n Proven experience managing multi-entity accounting operations \n Technical Skills: \n Proficient in Microsoft Office and accounting platforms (e.g., QuickBooks, NetSuite). \n Strong analytical, problem-solving, and organizational abilities. \n Personal Qualities: \n Exceptional attention to detail, discretion, and professionalism. \n Effective communicator with experience engaging HNW individuals and family office teams. \n elf-motivated, collaborative, and adaptable to evolving tasks and priorities.

Why This Role Stands Out \n\n • Direct exposure to senior leadership\n, • A collaborative, entrepreneurial culture\n, • A company that invests in people, technology, and growth\n, • Clear opportunity for advancement and impact\n\n \n A mission-driven healthcare organization is seeking a detail-oriented Senior Accountant to join its Finance team. This role is essential to participating in monthly financial closings, financial reporting packages, reconciliations and analyses, all within a collaborative and entrepreneurial environment. \n \n See what people are saying about working here: \n\n • “Senior Management is top shelf!”\n, • “Located in attractive Fairfield County environs.”\n, • “Excellent training on new technologies!”\n, • “Collaborative and supportive team?”\n\n \n Title: Senior Accountant - Hybrid \n Salary: $90,000 to $120,000 \n Location: New York Metro \n \n Are you an accounting professional who thrives in a fast-paced, forward-looking environment? Ready to be recognized for your contributions and grow your career with an industry leader? This Senior Accountant role offers the chance to work with a company delivering meaningful healthcare solutions, while collaborating directly with senior leadership. If you're looking for impact, visibility, and upward mobility this role could be for you. \n \n Responsibilities: \n\n • Owning key aspects of the monthly close, financial reporting packages, reconciliations, and analysis\n, • Preparing journal entries, GL account analyses, and supporting schedules\n, • Supporting AR billing, collections, and monthly dashboard reporting\n, • Managing revenue schedules (deferred revenue, unbilled receivables) with precision\n, • Applying ASC 606 revenue recognition, including contract review and accounting treatment decisions\n, • Partnering with Operations on cost of service (COS) analysis, accruals, and margin insights\n, • Monitoring cost trends, explaining variances, and improving reporting clarity\n, • Supporting audits, strengthening internal controls, and driving process improvements\n\n \n Requirements: \n\n • Direct exposure to senior leadership\n, • A collaborative, entrepreneurial culture\n, • A company that invests in people, technology, and growth\n, • Clear opportunity for advancement and impact\n\n

*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. \n \n 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. \n \n The ideal candidate will have 3+ years of professional experience in public accounting (from any industry). \n \n Compensation: Open based on experience with OT after 40+ hours \n \n Projects you can help with include: \n \n\n • Pre-IPO readiness\n, • SEC reporting\n, • Mergers & Acquisitions\n, • Financial Planning & Analysis\n, • Carve-outs\n, • Strategic & technical accounting work\n, • And a lot more...\n\n \n Qualifications \n\n • 3+ years of professional accounting (audit) experience from a top public accounting firm\n, • Bachelor's degree in Accounting\n, • Good with Excel, analytical, and a person that thinks outside of the box\n\n \n\n • 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.\n, • ID: 43708\n

Senior Accountant | Global Multi-Strategy Investment Firm | Stamford, Ct \n \n One of the world's leading multi-strategy investment firms is expanding its accounting function as the business continues to grow in scale and complexity. \n The firm combines the infrastructure, technology and sophistication of a global institution with the pace and ownership of a high-performance investment business. Its finance team sits close to firm leadership and plays a central role in how the management company is measured, controlled and reported on. \n \n The successful candidate will take real ownership of the management company close from day one, build a detailed understanding of how the business actually makes and spends money, and have visibility across Finance, Tax, Treasury and the operating teams. \n \n What you'll do \n\n • Own core elements of the monthly and quarterly management company close, including accruals, prepaids, intercompany and expense allocations\n, • Prepare and review management company financial statements and supporting schedules\n, • Partner with FP&A on budget versus actual analysis and variance commentary for senior management\n, • Improve the close by tightening controls, automating manual work and cleaning up legacy processes\n, • Contribute to entity build-outs, system enhancements and ad-hoc projects tied to the firm's continued growth\n\n \n Who this suits \n\n • CPA with experience working in public accounting or at a top tier asset manager\n, • Strong technical accounting foundation and comfort working under US GAAP\n, • Confident communicating with non-accountants and pushing back when numbers don't make sense\n, • Proactive, organized and motivated by building better processes rather than inheriting them\n\n \n If you're a Big 4 senior thinking about the move to industry, this is the kind of seat that's difficult to find: real ownership from day one, a finance team growing with the business, and proximity to leadership at a firm operating at genuine scale. Happy to have a confidential conversation if you'd like to hear more before deciding. \n

This role reports directly to the Accounting Manager and plays a key part in ensuring accuracy, efficiency, and seamless collaboration across the department. At least three (3) years of managerial or people-leadership experience. We’re looking for an Accounts Receivable Manager looking for someone

Background supporting construction companies with high-level financial decision-making. We are seeking an experienced, full-service Construction Bookkeeper and Financial Analyst to work remotely with our U. Ensure accuracy and consistency in construction-related expense categorization and cost struc

Develop annual sales objectives, business plans, and growth initiatives aligned with company goals. Sales Performance & Financial Management. Achieve assigned sales, margin, and profitability targets.

If you do not see a Sales opportunity today that aligns exactly with what you are looking for, we encourage you to submit an application here to be considered for future roles that may open. Some of the Sales Roles We Hire:.

The Accounting Supervisor oversees daily accounting operations, ensures accuracy and compliance in financial reporting, and provides leadership to the accounting team, including billing, accounts receivable, and accounts payable.

The GL Accounting Manager role presents an opportunity oversee and develop the day to day functions of general ledger accounting at a high growth leader in the digital asset space. We have created the Factors of Growth & Impact to help Villagers better measure impact and articulate coaching, feedbac

Looking for an accurate and systematic team player who is ready to use their accounting knowledge and analytical ability to delight clients. Do you have at least 4 years of experience with Accounting? Are you a consistent, reliable, detail-oriented person who has experience with both routine and complex accounting problems? We would love to connect with a person who is: • team-oriented and comes to work to work, • accurate, precise, and thorough without being overly rigid, • an accounting subject matter expert with a continuous learning mindset, • excited to leverage technology to increase productivity, • comfortable evaluating financials - and running down discrepancies when something isn’t right You will be asked to use QuickBooks Online to perform Accrual Basis accounting. You will need to follow our month-end close process and prepare financial statements for our clients. kept.pro is not your traditional bookkeeping firm. We focus on providing our clients with timely, accurate and complete financial information and the insights they need to be competitive in their industry. If this describes you, please apply now! DAILY AND MONTHLY RESPONSIBILITIES • Performing accounting functions within QuickBooks Online and other platforms, • Ability to determine effect of accounting transactions based on an Accrual or Cash Basis, • Prepare the initial draft of monthly financial statements, • Lead the month end close process, • Maintain supporting Balance Sheet schedules, for example: Prepaid Expenses, Accrued Expenses, Fixed Asset Schedule, Payroll liability reconciliations, • Prepare and record month end journal entries, • Compete the full cycle duties for A/R and A/P, • Prepare and review payroll, • Prepare and review Sales Tax, • Primary communicator with clients, • Reviewing team member’s work; support Controller in coaching and training less experienced team members, • Setting up new technology integrations and troubleshoot any issues, • Partnering with a variety of vendors and platforms to complete accounting operations (e.g. expense management software, payroll providers, etc) SKILLS AND QUALIFICATIONS • Experience working with multiple clients / entities (>5), across a variety of industries to deliver bookkeeping or accounting services, • 4+ years bookkeeping or accounting experience, • An Bachelor’s degree in finance, accounting, or related field; or bookkeeping certification, • Proficiency working in QuickBooks Online, • Proficient with accrual accounting, consolidated financial statements, revenue recognition, and executing the month end close process, • Analytical thinker that is skilled in creative problem solving and using independent judgment, • Exceptional attention to detail, ability to manage multiple tasks, and finish projects within a specified timeframe, • Enjoys engaging with clients, • High level of comfort with leveraging tools and technology to collaborate with remote team members, • Reside within a state where we are established (Texas, Arkansas, Missouri, Minnesota).

Our client is seeking an experienced Interim Senior Accountant or Bookkeeper to join their team immediately. This position offers a brief onsite training period in Nashville, TN period followed by a fully remote work arrangement. The ideal candidate is highly organized, detail-oriented, and proficient in QuickBooks Online and Bill.com. Candidates must reside in the Middle TN area. Responsibilities • Set up and onboard new clients in QuickBooks Online and Bill.com, • Review prior-year tax returns and establish client accounting records based on tax return data, • Download, categorize, and import credit card transactions into QuickBooks Online, • Review investment statements and establish investment account activity within QuickBooks, • Analyze mortgage statements and accurately set up related accounts and transactions in QuickBooks, • Ensure accuracy and completeness of financial records and supporting documentation, • Assist with additional bookkeeping and accounting projects as needed Qualifications • Bachelor's degree in Accounting, Finance, or a related field preferred, • Minimum of 3 years of accounting or bookkeeping experience, • Strong proficiency with QuickBooks Online, • Experience using Bill.com (Bill), • Excellent attention to detail and organizational skills, • Ability to work independently and manage multiple priorities in a remote environment, • Experience with investment accounts, mortgage accounting, and financial statement review is a plus

Job Title: Accounts Payable Specialist Company: XP Services, Inc Location: Remote (USA Only) Who We Are XP Services, Inc is a trusted leader in aviation services, delivering high quality technical and operational solutions across the industry. We are seeking a detail oriented and experienced Accounts Payable Specialist to support our growing finance team remotely. Your Role You will play a vital role in managing our financial operations by ensuring all outgoing payments are processed accurately, efficiently, and in full compliance with company policies. What You'll Do • Process and verify vendor invoices, purchase orders, and expense reports, • Ensure timely and accurate payment to vendors, contractors, and suppliers, • Reconcile accounts payable ledgers and resolve billing discrepancies, • Maintain organized and up to date financial records and documentation, • Communicate professionally with vendors regarding payment inquiries, • Assist with month end closing procedures and financial reporting, • Work closely with internal departments to streamline payment processes, • Ensure compliance with company financial policies and procedures What We're Looking For • Associate's or Bachelor's degree in Accounting, Finance, or related field preferred, • 2–4 years of accounts payable or bookkeeping experience, • Proficient in QuickBooks, SAP, or similar accounting software, • Advanced Microsoft Excel skills, • Strong analytical and problem solving abilities, • High level of accuracy and attention to detail, • Self motivated with the ability to thrive in a remote work environment, • Must be a US resident Perks & Benefits • Competitive hourly pay, • 100% remote flexibility, • Health, dental, and vision insurance, • 401(k) retirement plan with company match, • Paid time off and company holidays, • Professional development and growth opportunities, • Collaborative and inclusive work culture XP Services, Inc is an equal opportunity employer.