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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 Financial Advisor Company: Eagle Strategies LLC | New York Life Build More Than a Book of Business. Build a Planning-Centered Practice. At Eagle Strategies, we believe exceptional financial advice begins with comprehensive planning. We’re seeking entrepreneurial minded Investment Advisor Representatives (IARs) who want to build meaningful, long-term client relationships while delivering sophisticated, holistic financial guidance. Our IARs serve as trusted partners, helping individuals, families, and business owners make confident financial decisions through every stage of life. You’ll have access to a fee-based planning platform, comprehensive investment solutions, and the flexibility to build a practice that reflects your personal brand and philosophy. About Eagle Strategies Eagle Strategies is a Registered Investment Adviser and a wholly owned subsidiary of New York Life Insurance Company (“New York Life”). Along with our parent company and affiliates, Eagle Strategies is dedicated to designing customized and integrated wealth management and insurance solutions to help clients meet their unique financial goals. With more than 180 years of experience, we have a long history of doing what is best for our clients. Eagle Strategies IARs are also Agents of New York Life and Registered Representatives of NYLIFE Securities LLC. Wealth management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change What You’ll Do As an Eagle Strategies IAR, you’ll help clients make informed financial decisions across every aspect of their financial lives. Your planning process centers around seven core planning pillars: · Cash Flow & Wealth Management · Retirement Planning · Tax-Efficient Planning Strategies · Estate & Legacy Planning · Investment Strategy & Portfolio Management · Risk Management & Asset Protection · Business Planning & Succession Strategies You’ll work closely with clients to: · Develop comprehensive financial plans tailored to each client’s goals and values. · Create coordinated strategies that integrate investments, taxes, insurance, retirement, and estate considerations. · Guide clients through life’s major financial decisions with proactive advice and ongoing planning. · Build and maintain long-term relationships based on trust, education, and accountability. · Collaborate with specialists to provide sophisticated planning solutions when appropriate. · Stay current on market trends, tax law changes, and financial planning strategies to continually deliver exceptional advice. Why Eagle Strategies Unlike many traditional firms, Eagle Strategies provides advisors with the flexibility to build the practice they envision. Fee-Based Planning Offer comprehensive advice through a fee-based advisory model designed to align your success with your clients’ long-term outcomes. Expansive Platform Access a broad universe of investment managers, planning tools, and financial solutions without being limited to proprietary products or captive offerings. Entrepreneurial Freedom For advisors who desire greater flexibility, Eagle Strategies offers the opportunity to establish your own DBA (Doing Business As) and operate your practice under your own brand while leveraging our robust platform, technology, compliance, and operational support. Comprehensive Support You’ll receive: · Practice management coaching · Training and licensing support · Professional development opportunities · Marketing and business development resources · Advanced financial planning technology · Investment research and portfolio resources · Ongoing education and professional development · Collaborative support from experienced specialists Qualifications We’re looking for IARs who are passionate about helping clients improve their financial lives. Required qualifications include: · FINRA Series 7 and Series 66 (or Series 63 & 65), · Life & Health Insurance Licenses · Strong interpersonal and relationship-building skills · Analytical mindset with the ability to simplify complex financial concepts · Self-motivated with excellent communication and organizational skills Compensation All IARs affiliated with Eagle Strategies must also be contracted as agents with New York Life. Agents who are also IARs may earn income from both commission-based products and fees generated through managed accounts and financial planning services. 1, 2 Benefits We offer a suite of benefits to those agents who qualify.3 · Medical, Dental & Vision Insurance · 401(k) · Pension Plan4 · Life Insurance and Long-Term Disability Insurance Our Philosophy Our advisors don’t simply manage investments—they help clients make better financial decisions. By integrating planning across cash flow, taxes, retirement, estate, investments, risk management, and business planning, we empower clients to build financial confidence and long-term success. If you’re looking to build a planning-first practice flexibility how you develop your practice and the strength of an established platform, we’d love to meet you. 1For more information about the commission-based income and benefits for agents, please follow this link: https://www.newyorklife.com/careers/financial-professionals/income-and-benefits 2Agents operating under an Introductory (PTAS) Contract who fail to sell enough to trigger a full-time agent contract will be paid first year commissions on any sales made in a lump sum at the end of their PTAS Contract period. If you qualify for an Introductory (PTAS) Contract, you will preview an agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. During this preview period of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, whichever is earlier. If you do not become a full-time agent, first year commissions on any sales you made will be paid to you at the end of six months. If you become a full-time agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract. 3 This is necessarily brief and provides only general descriptions of the benefits available to eligible Agents under the applicable plans. Agents operating under an Introductory (PTAS) Contract are not eligible for benefits. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. The Company reserves the right to terminate benefit plans at any time for any reason. In the event of a conflict between the information herein and the provisions of the plan documents, the plan documents will govern. 4Certain eligibility requirements apply. Monthly payments are determined by your earnings, years of service, age, and the form of payment you choose. The Company reserves the right to amend or terminate the plan at any time for any reason. New York Life Insurance Company is an Equal Opportunity Employer – M/F/Disability/Veteran/Sexual Orientation/Gender Identity. SMRU#9086745 exp 8.25.29 \nCompany Description https://www.eaglestrategies.com/ https://www.eaglestrategies.com/

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)

Job Description A successful Financial Advisor at our firm is detail-oriented, has excellent communication skills, is experienced in financial planning, portfolio management and insurance, is looking to join a team of like-minded, independent advisors, has a minimum of 3 years of experience and who has demonstrated success with client roles. The candidate must have a passion for financial planning and protection and provide a top-notch client experience. Responsibilities: · Develop a book of business by effectively sourcing prospective clients, capitalizing on referrals, assessing client needs while respecting their risk profiles, recommending clients for appropriate financial plans via customized solutions based upon individual requirements. · Recommend suitable investment and protection products based upon their goals, time horizon, risk tolerance, resources and needs. · Balance client needs, prospect building, compliance, and personal growth. · Utilize resources of experts to identify planning and investment strategies. · Complete required training, performance goals and continuing education requirements. · Acquire clients through individual marketing techniques. Required Skills · Proven ability to engage and influence a full range of individuals. · Extraordinary interpersonal and relationship building skills. · Effective communication skills with the ability to build trust with clients. · Demonstrated ability to assess the needs of clients and recommend suitable solutions. Qualifications · A 4 year Bachelor’s Degree. · Knowledge of the Financial Advisor role. · Proven track record of success. · 3+ years of financial advising experience. · Life/Health Insurance licensed. · Series 65 or 66 license is required. · A book of business is a plus.

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.

Partner with internal business services teams such as sales engineering, support and marketing to maximize sales effectiveness. Familiarity with sales tools such as ZoomInfo, ShowPad, Outreach and LinkedIn Sales Navigator. Maintain accurate sales records in required databases to track activity and c

Familiarity with sales tools such as ZoomInfo, ShowPad, Outreach and LinkedIn Sales Navigator. Partner with internal business services teams such as sales engineering, support and marketing to maximize sales effectiveness. Strong proficiency with CRM systems including SalesForce.

This role requires the ability to work lawfully in the U.Looking to build lasting business relationships and deliver impactful solutions for mid to large organizations? As a.Spectrum, you’ll engage customers across New York City, providing strategic and managed services that drive revenue and sati

Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and job placement services, and personalized coaching and mentorship through four unique career pathways. Year Up United participants also receive an educational stipend. If youre someone whos passionate about building relationships or has an entrepreneurial mindset and are looking to gain exposure to running a business, the Customer Experience job training pathway could be the right fit for you. The Customer Experience pathway combines technical and professional training in Banking or Customer Success, with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at JPMorganChase or Bank of America among other leading organizations in the Newark area. Are you eligible? You can apply to Year Up United if you are: • A high school graduate or GED recipient, • Eligible to work in the U. S., • Available Monday-Friday throughout the duration of the program, • Highly motivated to learn technical and professional skills, • Have not obtained a Bachelor? s degree, • You may be required to answer additional screening questions when applying What will you gain? Product and service knowledge, a customer-centric mindset, comprehensive finance training and development, plus professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. During the internship phase, Year Up United students earn an educational stipend of $525 per week. Career growth paths include: • Financial advisory, • Sales specialist, • Product Support, • Sales operations and analytics, • Patient Services Get the skills and opportunity you need to launch your professional career. 72% of Year Up United graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of fifty-five thousand dollars per year.

Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and job placement services, and personalized coaching and mentorship through four unique career pathways. Year Up United participants also receive an educational stipend. If youre someone whos passionate about building relationships or has an entrepreneurial mindset and are looking to gain exposure to running a business, the Customer Experience job training pathway could be the right fit for you. The Customer Experience pathway combines technical and professional training in Banking or Customer Success, with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at JPMorganChase or Bank of America among other leading organizations in the Newark area. Are you eligible? You can apply to Year Up United if you are: • A high school graduate or GED recipient, • Eligible to work in the U. S., • Available Monday-Friday throughout the duration of the program, • Highly motivated to learn technical and professional skills, • Have not obtained a Bachelor? s degree, • You may be required to answer additional screening questions when applying What will you gain? Product and service knowledge, a customer-centric mindset, comprehensive finance training and development, plus professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. During the internship phase, Year Up United students earn an educational stipend of $525 per week. Career growth paths include: • Financial advisory, • Sales specialist, • Product Support, • Sales operations and analytics, • Patient Services Get the skills and opportunity you need to launch your professional career. 72% of Year Up United graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of fifty-five thousand dollars per year.

\n \n Ready to step into a high-impact Accounting Manager role where you’ll drive financial operations, optimize systems, and influence key business decisions? This is an opportunity to combine nonprofit accounting expertise with technology leadership in a growing, mission-driven organization.\n \n Accounting Manager\n \n Salary: $100,000 – $120,000\n \n Location: 3 days onsite in Newark, NJ\n Why This Opportunity Stands Out:\n \n • Lead core accounting operations while managing and developing AP/AR team members\n \n • Gain visibility across Finance, Development, IT, and leadership teams\n \n • Play a key role in NetSuite optimization, enhancements, and user training initiatives\n \n • Drive process improvements, automation projects, and system integrations that increase efficiency\n \n • Own revenue recognition for grants, contributions, and deferred revenue in a complex nonprofit environment\n \n • Influence cash flow planning, liquidity management, and financial reporting strategies\n \n • Partner with cross-functional stakeholders to support organizational decision-making\n \n • Work with modern financial technology tools, including NetSuite, Salesforce integrations, and expense management platforms\n \n • Join an organization that values continuous improvement and operational excellence\n \n • Enjoy a leadership role with meaningful impact on financial accuracy, compliance, and scalability\n Key Responsibilities for the Accounting Manager:\n \n • Manage daily accounting operations, including oversight of Accounts Payable and Accounts Receivable functions\n \n • Lead the monthly close process, including journal entries, reconciliations, fixed assets, and account analysis\n \n • Oversee accounting and revenue recognition for grants, contributions, pledges, and deferred revenue\n \n • Support cash management, forecasting, and liquidity planning activities\n \n • Drive accounting process improvements, automation efforts, and reporting enhancements\n \n • Partner with IT and external vendors on NetSuite optimization and system integrations\n Qualifications for the Accounting Manager:\n \n • Bachelor’s degree in Accounting, Finance, or related field\n \n • 5–7+ years of progressive accounting experience, including significant nonprofit accounting experience\n \n • Strong expertise with NetSuite, ideally within a nonprofit environment\n \n • Experience with accounting system integrations and process automation initiatives\n \n • Prior leadership or supervision of AP/AR functions preferred\n \n • Strong understanding of GAAP and revenue recognition principles\n \n \n #INJUL2026\n \n

\n \n Step into a Finance Manager role at a top-tier litigation boutique, where you’ll partner directly with firm leadership and shape the financial strategy of a high-performing, AI-forward organization. If you want visibility, influence, and real impact — this is it.\n \n \n \n \n Finance Manager\n \n Salary: $180,000 – $200,000 + 20% bonus\n \n Location: Midtown, 2 days on site\n \n \n \n Why This Opportunity Stands Out:\n \n • Operate as a true business partner to leadership — direct exposure to the COO, founding partners, and attorneys\n \n • Take full ownership of the finance function in a lean, high-impact environment (no bureaucracy)\n \n • Work at an elite litigation boutique competing with top firms on nationally significant matters, including high-profile cases\n \n • Be part of a firm embracing AI and automation to elevate finance work and reduce manual tasks\n \n • Join a high-performing, entrepreneurial team where strong performers are recognized and advanced quickly\n \n • Exposure to complex financial operations, including trust accounting and high-stakes client billing\n \n • Work in a culture that values initiative, innovation, and strategic thinking — not just execution\n \n \n \n Key Responsibilities for the Finance Manager:\n \n • Own and oversee the firm’s full finance function (AP/AR, billing, payroll, reporting)\n \n • Lead budgeting, forecasting, financial analysis, and closing processes\n \n • Manage and mentor billing team while improving processes and controls\n \n • Partner with leadership to provide financial insights and strategic recommendations\n \n • Oversee trust accounting, cash flow management, and compliance requirements\n \n • Drive system improvements and operational efficiencies across finance workflows\n \n \n \n Qualifications for the Finance Manager:\n \n • 7+ years of accounting/finance experience, including law firm experience\n \n • Prior leadership experience managing billing or accounting teams\n \n • Strong knowledge of trust accounting, GAAP, and law firm financial operations\n \n • Experience with Aderant, Elite (or similar legal accounting systems)\n \n • Proven ability to manage budgeting, reporting, and financial systems in a mid-size environment\n \n • Advanced Excel and financial analysis skills\n \n \n #INJUN2026\n \n #LI_SM1\n \n

\n \n Are you a payroll and accounting leader looking for a highly visible role where you can drive compliance, payroll operations, and financial accuracy? This opportunity combines payroll expertise, accounting leadership, and cross-functional partnership to make a significant impact across the organization.\n \n Accounting & Payroll Manager\n \n Salary: $100,000 – $115,000\n Why This Opportunity Stands Out:\n \n • Own end-to-end payroll operations across weekly and bi-weekly payroll cycles\n \n • Serve as the organization's go-to expert for payroll compliance and benefits administration\n \n • Partner directly with Finance and HR leadership on strategic initiatives and process improvements\n \n • Lead payroll accounting activities that drive accurate financial reporting and audit readiness\n \n • Gain exposure to union payrolls, retirement plans, regulatory compliance, and labor-related reporting\n \n • Drive automation, system optimization, and workflow improvements across payroll operations\n \n • Play a key role in annual audits, compliance reviews, and financial planning initiatives\n \n • Influence labor forecasting, budget analysis, and workforce-related financial decisions\n \n • Join a leadership role with strong visibility and cross-functional collaboration opportunities\n Key Responsibilities for the Accounting & Payroll Manager:\n \n • Oversee accurate and timely processing of weekly and bi-weekly payrolls for salaried, hourly, and union employees\n \n • Manage payroll accounting, including journal entries, reconciliations, labor allocations, and general ledger accuracy\n \n • Lead union reporting, fringe benefit remittances, and retirement contribution compliance\n \n • Partner with HR/P&O teams to review benefits, payroll deductions, and compensation changes\n \n • Serve as the primary payroll contact for annual audits, including workers' compensation, retirement, and payroll compliance reviews\n \n • Drive payroll process improvements, automation initiatives, and system optimization efforts\n Qualifications for the Accounting & Payroll Manager:\n \n • Bachelor’s degree in Accounting, Finance, Business Administration, or related field\n \n • 5+ years of payroll management and payroll accounting experience with prior team leadership experience\n \n • Strong knowledge of federal, New Jersey, and local payroll compliance regulations\n \n • Experience with payroll accounting, reconciliations, audits, and general ledger reporting\n \n • Union payroll, collective bargaining agreement (CBA), and benefit reporting experience strongly preferred\n \n • Advanced experience with payroll platforms (ADP, UKG, Ceridian, etc.) and ERP systems\n \n \n #INJUL2026\n \n #LI-SM1\n \n

Zurich is currently looking for an experienced Executive Underwriter to join our Multinational team in New York City! While this position will be based out of our New York City office, you will have the flexibility to work on a hybrid basis being in the office 3 days per week. You will partner with your manager to set a flexible work schedule that supports you, our customers, and our brokers and agents. As a member of Zurich's Underwriting Team, you will enjoy the opportunity to fully apply and hone your underwriting and marketing skills. Specifically, you will underwrite and analyze new and renewal Multinational Property and Casualty accounts. This is a market facing position and you will be expected to be visible in the marketplace 25% of the time. Our motto: One Carrier, One Solution, we are selling Multinational and Domestic business together to provide a holistic solution to multinational customers. Responsibilities: • Underwriting, analyzing, and generating new and renewal business, • Market facing and production within the Middle Market Multinational division, • Administering and monitoring underwriting rules and guidelines, insurance laws and regulations and rating manual rules, • Developing and maintaining agency and broker relationships in the East Region, • Working within broad limits and authorities on highly complex assignments Executive Underwriter - Multinational Required Qualifications: • High School Diploma or Equivalent and 5 or more years of experience in the Underwriting or Market Facing area. OR • High School Diploma or Equivalent and 10 or more years of experience in the Claims or Underwriting Support area OR • Zurich Certified Insurance Apprentice including an Associate Degree and 3 or more years of experience in the Underwriting or Market Facing area OR • Zurich Certified Insurance Apprentice including an Associate Degree and 8 or more years of experience in the Claims or Underwriting Support area AND • Knowledge of Microsoft Office, • Experience working on time restraints for quotes on new and renewal business, • Experience working in a team environment Preferred Qualifications: • Bachelor’s Degree, • Multinational experience, • Strong verbal and written communication skills, • Microsoft Office experience Your pay at Zurich is based on your role, location, skills, and experience. We follow local laws to ensure fair compensation. You may also be eligible for bonuses and merit increases. If your expectations are above the listed range, we still encourage you to apply—your unique background matters to us. The pay range shown is a national average and may vary by location. The proposed Salary range for this position is $125,300.00 - $205,100.00, with short-term incentive bonus eligibility set at 15%. We offer competitive pay and comprehensive benefits for employees and their families. [Learn more about Total Rewards _.] Why Zurich? At Zurich, we value your ideas and experience. We offer growth, inclusion, and a supportive environment—so you can help shape the future of insurance. Zurich North America is a leader in risk management, with over 150 years of expertise and coverage across 25+ industries, including 90% of the Fortune 500®. Join us for a brighter future—for yourself and our customers. Zurich in North America does not discriminate based on race, ethnicity, color, religion, national origin, sex, gender expression, gender identity, genetic information, age, disability, protected veteran status, marital status, sexual orientation, pregnancy or other characteristics protected by applicable law. Equal Opportunity Employer disability/vets. Zurich complies with 18 U.S. Code § 1033. Please note: Zurich does not accept unsolicited CVs from agencies. Preferred vendors should use our Recruiting Agency Portal. Location(s): AM - New York Remote Working: Hybrid Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag: #LI-WL1 #LI-ASSOCIATE #LI-HYBRID

Zurich is seeking an experienced Executive Large Property Underwriter or AVP, Director Large Property Underwriter, to join our National Large Property team in Zurich’s New York office. While this position will be based out of our New York office, you will have the flexibility to work on a hybrid basis. You will partner with your manager to set a flexible work schedule that supports you, our customers, and our brokers and agents. This role will require you to be visible in the marketplace to meet with our agents and brokers and be in the office/market three days per week. As a Large Property Underwriter, you will handle complex new and renewal domestic Large Property accounts and serve as a Subject Matter Expert on the team. As a member of Zurich's Underwriting Team, you will enjoy the opportunity to fully apply and hone your underwriting and marketing skills while building relationships with Select Brokers focused in the East region. In this role, you will: • Administer and monitor underwriting rules and guidelines, insurance laws and regulations, and rating annual rules., • Develop, maintain & collaborate with Line of Business representatives on referrals and other business related needs, as appropriate., • May provide guidance to lower level associates., • Develop and maintain relationships with distributors (agents & brokers) in support of business retention and acquisition and works with customers and distributors (agents & brokers) to determine their insurance related needs and provide solutions., • Supports the sales culture by being a Help Point for agents, brokers and customers., • Proactively seek renewal and new account opportunities., • Complete detailed opportunity assessment with key distributors to identify growth opportunities, • Qualify accounts to meet with the organization's appetite, balanced with sound business opportunity., • Make broker/customer and on-sight calls with a planned and well-prepared purpose. This role will be filled at either the Executive Large Property Underwriter or AVP, Director Large Property Underwriter Level. The hiring manager will determine the appropriate level based upon the selected applicant’s experience and skill set relative to the qualifications listed for this position. Executive Underwriter - Large Property Requirements: • High School Diploma or Equivalent and 5 or more years of experience in the Underwriting or Market Facing area OR • High School Diploma or Equivalent and 10 or more years of experience in the Claims or Underwriting Support area OR • Zurich Certified Insurance Apprentice including an Associate Degree and 3 or more years of experience in the Underwriting or Market Facing area OR • Zurich Certified Insurance Apprentice including an Associate Degree and 8 or more years of experience in the Claims or Underwriting Support area AND • Knowledge of Microsoft Office, • Experience working on time restraints for quotes on new and renewal business, • Experience working in a team environment OR AVP, Underwriting Director - Large Property Requirements: • High School Diploma or Equivalent and 7 or more years of experience in the Underwriting or Market Facing area OR • High School Diploma or Equivalent and 14 or more years of experience in the Claims or Underwriting Support area OR • Zurich Certified Insurance Apprentice including an Associate Degree and 5 or more years of experience in the Underwriting or Market Facing area OR • Zurich Certified Insurance Apprentice including an Associate Degree and 12 or more years of experience in the Claims or Underwriting Support area AND • Experience with Microsoft Office Preferred Qualifications: • Bachelor’s Degree, • Technical knowledge of Large Property Underwriting, • Established broker relationships (retail brokers) within the East region., • Sales execution mindset, • Creative problem solving skills, • Strong verbal and written communication skills Your pay at Zurich is based on your role, location, skills, and experience. We follow local laws to ensure fair compensation. You may also be eligible for bonuses and merit increases. If your expectations are above the listed range, we still encourage you to apply—your unique background matters to us. The combined salary range for this position is $125,300.00 - $271,300.00. The proposed salary range for the Executive Large Property Underwriter is $125,300.00 - $205,100.00, with short-term incentive bonus eligibility set at 15%. The proposed salary range for the AVP, Director Large Property Underwriter is $165,600.00 - $271,300.00, with short-term incentive bonus eligibility set at 20%. We offer competitive pay and comprehensive benefits for employees and their families. [Learn more about Total Rewards _.] Why Zurich? At Zurich, we value your ideas and experience. We offer growth, inclusion, and a supportive environment—so you can help shape the future of insurance. Zurich North America is a leader in risk management, with over 150 years of expertise and coverage across 25+ industries, including 90% of the Fortune 500®. Join us for a brighter future—for yourself and our customers. Zurich in North America does not discriminate based on race, ethnicity, color, religion, national origin, sex, gender expression, gender identity, genetic information, age, disability, protected veteran status, marital status, sexual orientation, pregnancy or other characteristics protected by applicable law. Equal Opportunity Employer disability/vets. Zurich complies with 18 U.S. Code § 1033. Please note: Zurich does not accept unsolicited CVs from agencies. Preferred vendors should use our Recruiting Agency Portal. Location(s): AM - New York Remote Working: Hybrid Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag: #LI-JR1 #LI-DIRECTOR #LI-HYBRID

Zurich Middle Markets has achieved double-digit growth for four consecutive years, and we’re just getting started. Our success is driven by talented, collaborative underwriting professionals who deeply understand the Middle Market landscape and the complex risks faced by today’s Private Equity firms and their portfolio companies. We are continuing to invest in our Private Equity P&C practice and are seeking an Underwriting Specialist or Executive Underwriter to join our team in New York City. This is a high-impact role for an experienced underwriter who thrives in a market-facing environment and is passionate about delivering thoughtful, end-to-end risk solutions. In this role, you will act as a trusted advisor and customer advocate, partnering closely with brokers and clients to understand unique exposures and deliver tailored insurance solutions that support long-term profitability and customer satisfaction. Why Zurich Middle Markets? • Industry-leading growth and momentum, • A collaborative, relationship-driven underwriting culture, • Exposure to a dynamic and growing Private Equity portfolio, • Strong internal partnerships across claims, risk engineering, finance, and actuarial, • Hybrid work environment supporting flexibility and balance What You Can Expect in a P&C Private Equity Underwriting Role at Zurich: • Build, develop, and maintain strong relationships with broker partners and customers across a broad range of industries, • Apply your Private Equity underwriting expertise across risk assessment, exposure analysis, and pricing to build and manage a profitable book of new and renewal business, • Collaborate cross-functionally with claims, finance, risk engineering, actuarial, and technical underwriting teams to deliver comprehensive solutions, • Leverage your technical underwriting, negotiation, and interpersonal skills to grow relationships with preferred distribution partners within your assigned territory, • Gain deep exposure to a fast-growing, innovative segment of Middle Markets insurance This role may be filled at either the Underwriting Specialist or Executive Underwriter level. The hiring manager will determine the appropriate level based on the candidate’s experience, skill set, and alignment with the qualifications below. Basic Qualifications: Underwriting Specialist: • High School Diploma or Equivalent and 3 or more years of experience in the Underwriting or Market Facing area. OR • High School Diploma or Equivalent and 6 or more years of experience in the Claims or Underwriting Support area OR • Zurich Certified Insurance Apprentice including an Associate Degree and 1 or more years of experience in the Underwriting or Market Facing area OR • Zurich Certified Insurance Apprentice including an Associate Degree and 4 or more years of experience in the Claims or Underwriting Support area AND • Knowledge of line/s of business and the legal and regulatory guidelines, • Knowledge of time restraints for quotes on new and renewal business, • Experience with Microsoft Office OR Executive Underwriter: • High School Diploma or Equivalent and 5 or more years of experience in the Underwriting or Market Facing area. OR • High School Diploma or Equivalent and 10 or more years of experience in the Claims or Underwriting Support area OR • Zurich Certified Insurance Apprentice including an Associate Degree and 3 or more years of experience in the Underwriting or Market Facing area OR • Zurich Certified Insurance Apprentice including an Associate Degree and 8 or more years of experience in the Claims or Underwriting Support are AND • Knowledge of Microsoft Office, • Experience working on time restraints for quotes on new and renewal business Preferred Qualifications: • Bachelor’s Degree, • Established relationships with Private Equity broker partners, • Strong verbal and written communication skills, • Proficiency in Microsoft Office Your pay at Zurich is based on your role, location, skills, and experience. We follow local laws to ensure fair compensation. You may also be eligible for bonuses and merit increases. If your expectations are above the listed range, we still encourage you to apply—your unique background matters to us. The pay range shown is a national average and may vary by location. The combined salary range for this position is $94,800.00 - $205,100.00. The proposed salary range for the Underwriting Specialist is $94,800.00 - $155,100.00, with short-term incentive bonus eligibility set at 10%. The proposed salary range for the Executive Underwriter is $125,300.00 - $205,100.00, with short-term incentive bonus eligibility set at 15%. We offer competitive pay and comprehensive benefits for employees and their families. [Learn more about Total Rewards _.] Why Zurich? At Zurich, we value your ideas and experience. We offer growth, inclusion, and a supportive environment—so you can help shape the future of insurance. Zurich North America is a leader in risk management, with over 150 years of expertise and coverage across 25+ industries, including 90% of the Fortune 500®. Join us for a brighter future—for yourself and our customers. Zurich in North America does not discriminate based on race, ethnicity, color, religion, national origin, sex, gender expression, gender identity, genetic information, age, disability, protected veteran status, marital status, sexual orientation, pregnancy or other characteristics protected by applicable law. Equal Opportunity Employer disability/vets. Zurich complies with 18 U.S. Code § 1033. Please note: Zurich does not accept unsolicited CVs from agencies. Preferred vendors should use our Recruiting Agency Portal. Location(s): AM - New York Remote Working: Hybrid Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag: #LI-AK1 #LI-ASSOCIATE #LI-HYBRID

\n \n Project Accountant\n \n Salary: $90,000 - $100,000\n \n \n Why This Opportunity Stands Out:\n \n \n • Fully onsite role in downtown Manhattan, immersed in active construction operations\n, • Direct collaboration with project managers and leadership on high-value projects\n, • Ownership of project financials with strong visibility to decision-makers\n, • Work in a fast-paced, tangible industry where your work directly impacts outcomes\n, • Daily use of Sage Intacct in a forward-thinking, systems-driven environment\n, • Opportunity to deepen expertise in construction/project accounting\n, • Stable and growing company with a strong pipeline of NYC projects\n, • Clear exposure to budgeting, forecasting, and project lifecycle accounting\n Key Responsibilities:\n \n \n • Manage project budgets, forecasts, and cost tracking across multiple construction jobs\n, • Prepare job cost reports, variance analysis, and profitability tracking\n, • Oversee billing, AIA invoicing, WIP schedules, and revenue recognition\n, • Partner with project managers to ensure accurate financial reporting and cost control\n, • Maintain and optimize project data within Sage Intacct\n Qualifications:\n \n \n • 3–6+ years of project accounting experience, preferably in construction\n, • Sage Intacct experience (required)\n, • Strong knowledge of job costing, WIP, and construction billing (AIA)\n, • Bachelor’s degree in Accounting or Finance\n, • Advanced Excel skills\n \n

\n \n If you're looking to combine strong accounting expertise with meaningful community impact, this Grant Accountant opportunity offers the chance to manage critical funding that directly supports mission-driven programs.\n Grant Accountant Why This Opportunity Stands Out:\n \n • Make a measurable impact by supporting programs funded through government and foundation grants\n \n • Gain end-to-end exposure to grant budgeting, reporting, compliance, and audits\n \n • Partner closely with finance leadership, program teams, and external funding agencies\n \n • Strengthen your expertise in nonprofit and grant accounting environments\n \n • Join a stable, collaborative finance team with strong operational processes\n \n • Build valuable experience in grants management and regulatory compliance\n \n \n Target Compensation: $40-$44/hour\n Key Responsibilities for the Grant Accountant:\n \n • Manage grant budgets, including funder templates and budget modifications\n \n • Perform monthly budget-to-actual spending analysis for assigned grants\n \n • Prepare and submit grant financial reports and reimbursement invoices\n \n • Monitor grant expenditures for compliance with funding requirements\n \n • Reconcile grant accounts and support audit activities\n Qualifications for the Grant Accountant:\n \n • Bachelor's degree in Accounting or Finance\n \n • Experience with grant accounting and/or nonprofit accounting\n \n • Knowledge of government grant regulations, compliance, and reporting\n \n • Strong reconciliation, financial reporting, and Excel skills\n \n \n \n \n #GrantAccountant #AccountingJobs #FinanceJobs #NonprofitAccounting #GrantManagement #AccountingCareers\n \n

\n \n Grant Accounting Manager\n Salary: $85,000 - $90,000\n Schedule: Fully onsite (Either 5 days 9-5 or 4 days 8-6)\n Why This Opportunity Stands Out:\n \n • Lead and mentor a dedicated grant accounting team in a highly visible management role.\n, • Play a key role supporting programs funded by federal, state, city, and private grants.\n, • Gain exposure to complex nonprofit funding streams and compliance requirements.\n, • Partner directly with senior financial leadership on audits, reporting, and strategic initiatives.\n, • Influence financial processes, grant reporting accuracy, and reimbursement success.\n, • Work in a mission-driven organization making a meaningful community impact.\n, • Expand your expertise through professional development and funder-sponsored training.\n, • Enjoy a position that combines leadership, technical accounting, compliance, and operational oversight.\n, • Contribute to the financial health and sustainability of important nonprofit programs.\n Key Responsibilities:\n \n, • Oversee the preparation and submission of monthly grant invoices and financial reports.\n, • Ensure compliance with GAAP, funder requirements, and internal accounting policies.\n, • Manage month-end and year-end grant accounting close processes and reporting deadlines.\n, • Review grant expenditures, receivable balances, and general ledger activity for accuracy.\n, • Supervise and support the grant accounting team with budget modifications and reporting.\n, • Coordinate grant audit preparation and documentation with senior finance leadership.\n Qualifications:\n \n, • Bachelor's degree in Accounting.\n, • 5+ years of nonprofit grant accounting experience.\n, • Prior supervisory or team leadership experience.\n, • Experience managing Federal, NYS, NYC, and private grants.\n, • Experience reviewing grant-funded invoices and financial reports.\n, • Proficiency with Microsoft Excel, Fund EZ, and Passport required.\n \n

Accounts Payable Clerk \n Secaucus, New Jersey \n Why This Opportunity Stands Out: \n\n • Join a rapidly expanding organization investing heavily in its accounting and finance team. \n • Work directly with AP leadership, including the Director of AP and AP Manager, gaining valuable exposure and mentorship. \n • Opportunity for contract-to-hire conversion with long-term career potential. \n • Be part of a collaborative, growing AP team supporting a dynamic, high-volume operation. \n • Enjoy a stable full-time schedule with early hours that promote work-life balance. \n • Potential for hybrid flexibility upon permanent hire.\n\n Target Compensation: $25.00-32.00/hr commensurate with experience \n Key Responsibilities for the Accounts Payable Clerk: \n\n • Process and enter vendor invoices accurately within the workflow system. \n • Communicate with vendors regarding payments, account inquiries, and invoice issues. \n • Track invoices through the approval process and follow up as needed. \n • Maintain accurate records within ECMS and related AP systems. \n • Support daily accounts payable operations in a fast-paced environment.\n\n Qualifications for the Accounts Payable Clerk: \n\n • Recent Accounts Payable experience in a high-volume environment. \n • Proven experience processing large volumes of invoices. \n • Strong vendor communication and relationship management skills. \n • Familiarity with invoice workflows, approvals, and AP systems. \n • Ability to work fully onsite in Secaucus, NJ.\n\n \n #INSEP2026

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.

Staff Accountant for Non-Profit in New Jersey My client, a non for profit located in Caldwell, New Jersey is seeking a Staff Accountant to join their firm. The firm has been in existence since the 1930’s and offers significant opportunity for growth. The ideal candidate should be driven by the company’s mission, and motivated to grow in the department. Employee reviews include things like: • “Productive workspace surrounded with people who want me to succeed”, • “Good working culture, diverse with growth potential”, • “Rewarding Experience” Responsibilities of the Staff Accountant: • Review and analyze budget, identifying budget issues and providing solutions., • Assist with month, quarter and year end closing responsibilities including journal entries and reconcilaitions, • Monthly reconciliations, • Act as backup for Accounts Payable, • Projecting financial trends including annual forecasts, • Assist with preparation of operating and salary budget, • Monitoring of annual grants and transactions in compliance with fund requirements, • Maintain accounting records for endowment and restricted and unrestricted funds, • Assist with audit preparation Experience Preferred for the Staff Accountant • Bachelor’s Degree in Accounting or Finance a plus, • Non-profit experience a plus, • Experience with Jenzabar major plus, • Excellent communication skills & attention to detail Compensation $30.00-35.00 commensurate with experience #INAUG2026

Ready to step into a highly visible finance leadership role where your insights directly shape business performance? Join a fast-growing, innovation-driven organization and help drive strategic decision-making across key regions. Location: remote with occasional travel in the NY/NJ area Compenstation: $150,000 plus bonus Why This Opportunity Stands Out: • Partner directly with senior business leaders to influence strategic and operational decisions., • Gain broad exposure across regional performance, forecasting, and growth initiatives., • Lead high-impact financial planning and analysis efforts with executive visibility., • Drive process improvements and scalable financial frameworks in a dynamic environment., • Work cross-functionally with commercial, operations, and leadership teams to shape business outcomes. Target Compensation: • Lead regional budgeting, forecasting, and financial planning activities., • Analyze business performance and provide actionable insights to leadership., • Partner with operational and commercial teams to support strategic initiatives., • Develop financial models to evaluate investments, growth opportunities, and business decisions., • Monitor key performance indicators and identify risks and opportunities across the region. • Bachelor's degree in Finance, Accounting, Economics, or related field., • 5+ years of progressive experience in FP&A, strategic finance, or corporate finance., • Strong financial modeling, forecasting, and business analytics experience., • Advanced proficiency in Excel and financial reporting/planning tools. #LI-SM1 #INAUG2026

Job Description An apparel industry leader for 30+ years, The Kasper Group has remained committed to excellence in offering iconic brands and relevant womenswear designs. The Kasper Group currently has a great opportunity for a Junior Account Executive. The Jr Account Executive is responsible for managing and executing strategies/initiatives to achieve financial and business performance goals by account, resulting in the growth and development of a profitable business. Other responsibilities include, but are not limited to, the following: ? Plan, manage and execute sales and merchandising strategy ? Forecast sales projections on a seasonal and annual basis tied to budgets ? Increase business opportunities within the appropriate channels of distribution ? Sell into inventory ? Open to buy management including forecasting/ planning sales, markdowns and receipts ? Foster close professional relationships with retailers to successfully manage the business ? Develop expert knowledge of the competitive landscape, including merchandising and pricing ? Propose new business opportunities and drive business by analyzing and reacting to selling performance and capitalizing on available inventory ? Partner with Retail Development and visit stores periodically to confirm optimal store placement, competitive adjacencies, sales support and see merchandise new deliveries ? Partner with Replenishment Analyst to monitor sales and fill rates of account to ensure they are in line in order to maximize profit ? Proactively track/ manage processing of confirmations and shipping ? Develop and present product ideas and concepts tied to individual account events/ needs ? Optimize organic growth in existing doors and plan and present ideas for further expansion ? Monitor accounts performance at retail and adjust strategies accordingly ? Develop strong relationships with buyers, associate buyers and planners in key accounts through daily communication to enhance information exchange and negotiations ? Communicate with internal departments to include customer service, planning, retail development, design and marketing at varying levels for exchange of information related to brands. ? Sell into inventory- minimize oversold and maximize profit

Job DescriptionCompany Description With more than 100 years of experience, Sika is a worldwide innovation and sustainability leader in the development and production of systems and products for commercial and residential construction, as well as the transportation, marine, automotive, and renewable energy manufacturing industries. Sika is a specialty chemicals company with a globally leading position in the development and production of systems and products for bonding, sealing, damping, reinforcing, and protection in the building sector and industry. Sika has subsidiaries in 103 countries around the world, produces in over 400 factories, and develops innovative technologies for customers worldwide. In doing so, it plays a crucial role in enabling the transformation of the construction and transportation industries toward greater environmental compatibility. Approximately 33,000 employees generated CHF 11.20 billion in sales in 2025. Job Description • Responsible for developing successful value-added sales using solution based and consultative sales techniques within assigned sales territory to increase sales in all Sika Target Markets. This includes calling on Owners, Architects, Consultants, Engineers, Design-Build firms, Contractors, and all other influencers/opinion leaders in the territory., • Learning the main Sika product lines (Target Markets) critical for an effective value-added and solution-based approach, including Liquid Applied Membranes, Sealing/Bonding, Refurbishment, Roofing, Flooring, Building Finishing, Concrete and Waterproofing., • Employ foundational knowledge to identify and position products and solutions to create sales opportunities., • Make sales calls to uncover construction projects in the earliest stages., • Build a strong pipeline of major projects in the territory with large potential across the Target Markets., • Achieve specifications and work to ensure Sika products are approved and specified prior to projects bidding., • Communicate with local Sika sales colleagues in all Target Markets appropriately to maximize the sales opportunities on major projects and at key accounts., • Organize Sika’s added-value sales efforts for strategic projects and accounts in the territory including major seminars/symposiums such as Sika hosted events to demonstrate to customers Sika’s full capabilities., • Perform local value-added sales efforts using Salesforce.com, our customer relationship management solution, as the main communication tool with all team members contributing and participating to maximize sales opportunities on identified strategic pursuits., • Up to 20% domestic and international travel required to various client sites nationwide. Local telecommuting permitted.Qualifications, • Bachelor’s degree in Business Administration, Economics, Marketing, Management, or a related field of study (or foreign equivalent) and 3 years of related experience required., • Experience must include one (1) year of:, • Technical Sales in the Building Construction industry, • Specification codes, • Building codes and applications, • P&L Management, • Strategic Planning, • Account Management, • Customer Relationship Management, • Contract negotiations, • Power BI, • Presentations, • Read/interpret construction documents (including drawings, details, plans), • Specification writing, • Working on cross-selling teams Additional Information • 401k with Generous Company Match, • Bonuses, • Medical, Dental, and Vision Benefits, • Paid Parental Leave, • Life Insurance, • Disability Insurance, • Paid time off, paid holidays, • Floating holidays + Paid Volunteer Time, • Wellness/Fitness Reimbursements, • Education Assistance, • Professional Development Opportunities, • Employee Referral Program & More! Sika Corporation is committed to a work environment that supports, inspires, and respects all individuals that apply. As an equal opportunity employer Sika will consider all qualified applicants without discrimination on the basis of race, color, religion, sex, pregnancy, sexual orientation, gender identity, age, disability, national or ethnic origin, or other protected characteristics. We offer competitive salaries, aligned with local market benchmarks and the specific scope and responsibilities of each role. Compensation is determined based skills relevant to the position, education and/or training. We are committed to fair and equitable pay practices in accordance with applicable laws and regulations.

Job Description Our Company: Originally founded in 1975, BCI has continually evolved to become a leader in the women's fashion industry. Launching initially with CHAUS and private label lines and then expanding into a multi-brand platform business, we have been at the forefront of market trends and the changing retail environment. Our brands, including CeCe, Vince Camuto, Ted Baker, 1.State and Parker, each serve unique customer demographics but are united in their commitment to quality and style. As we expand our presence, BCI remains dedicated to innovation, excellence, and women's empowerment through fashion. Reports to: VP Sales Responsibilities: • Report weekly selling, analyze sales by style, class and customer, • Participate in market appointments and post-market responsibilities, • Enter and track orders from start to finish, • Monitor market trends and identify future business opportunities and profitability, • Contribute to and create presentations and line sheets for market, • Maintain look of the showroom to ensure it is tidy and organized at all times, • Set up showroom for meetings and assist with any meeting related tasks, • Contribute positively to team dynamic Requirements • Minimum 2+ years related experience in wholesale apparel sales, • Knowledge of Retail Math, • Superior organizational skills and excellent communication skills; team oriented, • Ability to multi-task and meet deadlines, • Highly detail oriented and meticulous, • Proactive self-starter, • Bachelor's Degree preferred, • Must be proficient in PowerPoint and Microsoft Excel! The annual salary range for this full-time role depends on experience, but is between $75,000 - $85,000. Benefits • Health Benefits (Medical, Dental & Vision), • Life Insurance, • Flexible Spending Account, • 401k Program, • Paid Time Off, • Robust Holiday Schedule, • Commuter Benefits, • Training & Development, • Growth Opportunities! BCI is an Equal Opportunity Employer Applicants are considered regardless of race, color, religion, creed, age, sex, pregnancy, family responsibility, national origin or ancestry citizenship, marital status, sexual orientation, transgender status, veteran’s status, genetic information, or as a qualified individual with a disability or any other characteristic in accordance with applicable law.

Looking for an Accounts Payable role where your experience will make an immediate impact? Join a fast-growing construction company expanding its AP team and gain exposure to leadership while helping support continued growth. Salary: $75,000–$80,000 • Join a rapidly growing organization that is expanding its accounting and finance team. • Work directly alongside AP leadership, including the Director of AP and newly hired AP Manager., • Opportunity to transition from contract to permanent employment., • Gain visibility within a growing department that continues to add staff and resources., • Stable, full-time schedule with early hours that support work-life balance., • Potential hybrid flexibility upon permanent hire., • Be part of a collaborative AP team supporting a high-volume environment., • Immediate start available with a streamlined hiring process. • Enter and process vendor invoices within the workflow system., • Communicate with vendors regarding payments and invoice inquiries., • Monitor invoices through the approval process., • Maintain accurate AP records within ECMS and related systems., • Support day-to-day accounts payable operations in a growing department. • Strong recent Accounts Payable experience., • Experience processing high volumes of invoices., • Vendor communication and relationship management experience., • Familiarity with invoice workflow and approval processes., • Ability to work fully onsite in Secaucus, NJ. #AccountsPayableSpecialist #AccountingJobs #FinanceJobs

Job Description Our client, an A+ rated insurance carrier, is looking to add a Senior Field Commercial Casualty Production Underwriter to their New Jersey team. This person will be responsible for underwriting and pricing new and renewal Commercial Casualty business within the Excess & Surplus (E&S) market. Working closely with producers, this role focuses on soliciting new business, managing renewals, and ensuring underwriting profitability across the New Jersey territory. This is a fully remote position with a company vehicle included! • Assess individual risk acceptability, pricing, coverage, terms, and conditions for complex surplus lines commercial casualty policies., • Develop, analyze, and evaluate information to identify exposures and make well-informed underwriting decisions., • Visit producers / wholesale brokers, • Build and maintain strong relationships with producers, assisting in client retention and achieving mutual business growth., • Achieve established production and loss ratio targets for the assigned regional territory., • Maintain awareness of market trends and competitive landscape to drive new business opportunities. Qualifications:, • 4 - 8+ years experience in Commercial Casualty underwriting, preferably in the surplus lines/E&S market., • Must have Production Underwriting and/or Territory Marketing experience., • Strong analytical skills with the ability to evaluate complex risks., • Excellent communication and interpersonal skills, with a focus on building producer relationships., • Bachelor’s degree highly preferred. Salary/Benefits:, • $140,000 - $180,000+ annual base salary plus lucrative production bonus, • Company Car, • Flex schedule and ability to work remotely, • Extremely competitive Medical, Dental, Vision and Life plans, • Employer matching 401(k) plan, • Generous PTO plan

Job Description Arena Investors, LP (“Arena”) is a global investment management firm that seeks to generate attractive risk adjusted, consistent and uncorrelated returns by employing a fundamentals based, asset-oriented financing and investing strategy across the entire credit spectrum in areas where conventional sources of capital are scarce. Arena specializes in off-the-run, stressed, distressed, illiquid and esoteric special situation transactions through originations and acquisitions of asset-oriented investments across a wide array of asset types (including but not limited to private direct corporate credit, commercial real estate bridge lending, and commercial and consumer assets). Quaestor Advisors, LLC (“Quaestor”) is an affiliated Special Servicer, which provides mid and back office services, including asset management, to Arena Investors and external clients. Quaestor is expanding its Portfolio & Asset Management team through the addition of a Vice President focused on private credit and asset-based lending. This individual will manage a segment of the portfolio independently and report to the Head of Asset Management. Responsibilities include portfolio monitoring, valuation, and maximizing returns across a diversified private credit portfolio. Ideal candidates are organized, self-motivated, and able to collaborate effectively across all internal groups. Responsibilities -Independently manage a segment of the private credit and asset-based portfolio, including valuation, monitoring, and reporting -Serve as a player-coach, managing complex investments while mentoring Associates and Analysts -Lead re-underwriting, structuring, and negotiation of amendments and add-on financings -Manage workout and restructuring situations for stressed credits, including recovery strategy and negotiation -Direct outside counsel through foreclosure, bankruptcy, and other restructuring processes -Conduct market and industry analysis to identify credit trends and emerging risks -Monitor macro and sector trends affecting portfolio performance and brief senior management -Lead implementation of dashboards, reporting tools, and AI-driven process improvements across the Asset Management platform -Present portfolio reviews and restructuring recommendations to the investment committee -Draft investment committee memoranda on workout, restructuring, and amendment approaches -Analyze collateral, cash flows, and capital structure to guide recovery and restructuring paths -Extensive interface with origination, finance, legal, and operations teams -Assist in documenting process frameworks for portfolio and workout management Requirements The individual will have demonstrated an ability to work in a fast-paced, performance-driven environment with an ability to think broadly about the business, incorporating continual improvement of processes and procedures with a goal of excellence while focusing on accuracy and efficiency. -7+ years of related experience in private credit, direct lending, asset-based lending, portfolio management, or restructuring -Strong fundamental credit and negotiating skills, with deep loan document familiarity -Exposure to legal processes, including real estate/UCC foreclosure and bankruptcy; able to direct counsel through the restructure process -Exposure to diverse credit structures and industries -Ability to write memoranda recommending workout or restructure approaches -Advanced financial modeling and valuation skills across varied capital structures -Understanding of risk management approaches and portfolio-level market analysis -Demonstrated ability to independently manage investments and mentor junior team members -Excellent written and verbal communication skills, including experience presenting to investment committees -MBA or CFA a plus -The highest level of personal integrity and ethical standards; collaborative and solutions-oriented Benefits • Health Care Plan (Medical, Dental & Vision), • Retirement Plan (401k, IRA), • Life Insurance (Basic, Voluntary & AD&D), • Paid Time Off (Vacation, Sick & Public Holidays), • Family Leave (Maternity, Paternity), • Short Term & Long Term Disability, • Training & Development, • Free Food & Snacks, • Wellness Resources

Ready to own the entire Accounts Payable function from vendor onboarding through month-end close? This is an excellent opportunity for an experienced A/P professional to take the lead in a high-visibility role while working with both Great Plains and Blackbaud Financial Edge NXT. If you're passionate about process accuracy, vendor management, and leveraging leading nonprofit accounting technology, this role offers meaningful impact and long-term stability. Compensation: $30-$36/hour • Own the full Accounts Payable function and serve as the primary subject matter expert for payables operations. • Work directly with finance leadership and gain visibility across multiple departments and programs., • Leverage industry-leading accounting platforms, including Blackbaud Financial Edge NXT and Great Plains., • Play an important role in month-end close, audit support, and financial reporting activities., • Manage and enhance vendor relationships while maintaining control of the vendor database., • Gain exposure to banking integrations, electronic payment processing, and fraud-prevention tools., • Contribute beyond transaction processing through analysis, reconciliations, and process improvement initiatives., • Join a collaborative finance team where accuracy, accountability, and professional expertise are highly valued. • Manage full-cycle accounts payable processing, including invoice review, coding, approval verification, and payment processing., • Maintain the vendor database, including onboarding, documentation collection, and record updates., • Process payment batches and disbursements through banking platforms., • Support month-end close activities and reconcile the A/P subledger to the general ledger., • Prepare aging reports, account analyses, 1099 filings, and credit card reconciliations., • Assist with audit requests and respond to vendor and internal stakeholder inquiries. • Bachelor’s degree in Accounting, Business Administration, or related field., • 5+ years of progressive full-cycle Accounts Payable experience., • Experience with Great Plains Accounts Payable module., • Recent hands-on experience with Blackbaud Financial Edge NXT, including AP and Expense Management modules., • Strong knowledge of general ledger accounting, expense allocation, and accounting principles., • Advanced proficiency in Microsoft Excel and cloud-based financial systems. #AccountsPayableCoordinator #AccountingJobs #FinanceJobs #APJobs #NonprofitFinanceJobs

Job DescriptionAbout PTG Proactive Technology Group is an $8M+ managed IT services company serving mid-market businesses across the New York metro area. We are not a lifestyle MSP coasting on break-fix revenue. We are building something: a growth-stage IT services platform with active expansion into cybersecurity compliance, AI consulting, and strategic acquisitions. Our team of 35 operates with an ownership mentality, powered by EOS and a culture that rewards initiative over tenure. If you want a role where you manage a spreadsheet and forward tickets, this is not it. If you want to own a book of business, shape client strategy, and grow alongside a company that is scaling aggressively, keep reading. Why PTG • Growth, not stagnation. We are actively acquiring, launching new service lines, and expanding our footprint. Your career trajectory here has no artificial ceiling., • Operator culture. We run on EOS. Roles are clear. Accountability is real. You will not spend your time navigating politics or waiting for approvals., • Supportive team. 35 people who show up, do the work, and have each other's backs. Leadership is accessible. Wins are recognized. Development is funded., • Comp that reflects contribution. Base salary, monthly commission tied to performance, and a benefits package that covers the fundamentals and then some. The Role You will own the full client relationship lifecycle across a portfolio of 15 to 25 managed services accounts. Your job is retention, expansion, and strategic alignment. You are the person our clients call when they need to think through their technology future, not just when something breaks. This is a revenue-generating, client-facing role with real authority. You will run Quarterly Business Reviews, build technology roadmaps, identify expansion opportunities, and serve as the connective tissue between our clients and our technical delivery teams. What You Will Do Own Client Relationships - Manage a defined book of business. Maintain a consistent QBR cadence. Know your clients' businesses well enough to anticipate needs before they surface. Drive net revenue retention above 105%. Build Strategic Roadmaps - Work directly with clients to align their IT investments with business objectives. Translate technical capabilities into business outcomes. Position PTG as a long-term strategic partner, not a vendor. Drive Growth - Identify and close expansion opportunities within existing accounts. Bring proposals that solve real problems, not generic upsells. You will be measured on account growth, not just account maintenance. Onboard New Clients - Partner with sales and engineering to ensure every new client has a seamless transition into our managed services environment. Set expectations, build trust, and establish the rhythm of the relationship from day one. Manage Proposals - Create and deliver customized proposals for new and existing clients. Own the follow-up. Move deals through the pipeline with urgency and precision. Bridge Clients and Delivery - Act as the liaison between your clients and our helpdesk, project, and engineering teams. Ensure issues are resolved fast. Feed client intelligence back to operations to improve service delivery across the board. Requirements Required: • 3+ years in account management., • Demonstrated track record of client retention and account growth., • Comfort leading QBRs and presenting technology strategies to non-technical executives., • Working knowledge of the Microsoft 365 ecosystem., • Strong written and verbal communication skills. Preferred: • 3+ years in account management within an MSP, IT services, or technology environment., • Experience managing $1M+ in recurring revenue across a client portfolio., • Understanding of cybersecurity compliance frameworks. (CMMC, NIST, SOC 2), • Background in mid-market B2B environments., • Familiarity with PSA/RMM platforms. (Halo PSA, ConnectWise, Datto, or similar), • CRM proficiency. (HubSpot, Salesforce, or equivalent), • Bachelor's degree in business, technology, or related field. Benefits • 401(k) with company match., • Health, dental, and vision insurance., • Life insurance., • Paid time off., • Parental leave., • Professional development and certification funding., • Referral program.

Job Description Salary: $180k-195k base plus bonus for a total comp of $300k - $350k Overview Newly created role! Highly compensated, highly visible position ideal for a financial services professional with 8 to 15 years of investment accounting experience – either directly for a fund, with the Big 4 and financial services clients, or a combination of both. For more opportunities from KNM Resources, please visit https://www.knmresources.com/all-openings. Responsibilities • Lead accounting and reporting responsibilities for complex trading strategies., • Provide expert operational oversight of an expansive investment portfolio., • Oversee monthly and quarterly financial reporting., • Provide valuable insight into the current financial environment, including performing analytics on risk, to evaluate potential effect on valuations, • Lead process improvements geared towards efficient workflows, leveraging AI and other tools for streamlining., • Ensure a compliance with GAAP and IFRS, • Collaborate across key verticals, including PM, Trading and other teams to provide accounting expertise which will facilitate sound decisions., • Serve as liaison with external auditors, • Assist with special projects as needed Qualifications • Bachelors in Accounting or Finance or similar, • 8 to 15 years of investment accounting experience – either directly for a fund, with the Big 4 and financial services clients, or a combination of both, • Experience with a variety of financial products, • Solid understanding of accounting principles as it relates to hedge funds, • Experience with commodities and / or fixed income-related investments preferred, • CPA preferred, • Proven ability to improve processes and workflows., • Advanced Excel and Tableau or Power BI a plus

Job Description Senior Accountant (with path to Assistant Controller/ Controller) Brooklyn, NY (Boro Park) | Hybrid (4 Days Onsite) $90K – $120K + Benefits Position Overview A mental health services organization is seeking a Senior Accountant to join its lean finance team. This is an excellent opportunity for an accounting professional looking to take ownership, gain exposure to all aspects of the finance function, and grow into an Assistant Controller or Controller role as the company continues to expand. The organization currently operates multiple outpatient clinics with additional growth planned. Reporting directly to the CFO, this role offers significant visibility, mentorship, and the opportunity to help build the finance infrastructure. The Ideal Candidate Bachelor's degree in Accounting 3–5+ years of accounting experience Healthcare or healthcare services experience required Strong understanding of month-end close, journal entries, and reconciliations Tech-savvy and comfortable learning new systems Driven, dependable, and thrives in a fast-paced environment Strong communication skills and emotional intelligence Public accounting candidates with healthcare clients are encouraged to apply Multi-entity experience is a plus Key Responsibilities Perform month-end close and prepare journal entries Maintain the general ledger and reconcile accounts Prepare financial reports and supporting schedules Assist with budgeting, audits, and financial analysis Partner directly with the CFO on accounting initiatives Support accounting across multiple entities and clinic locations Review work completed by an offshore accounting resource Help improve accounting processes and prepare the company for future growth Why This Opportunity? Direct mentorship from an experienced CFO Clear path to Assistant Controller/Controller within 2 years High-growth, investor-backed organization Opportunity to build processes and gain broad accounting exposure Significant career advancement as the company scales Apply Now Email resume to: nechi@maiplacement.com

Looking to build your accounting career within a global insurance organization? This is a great opportunity to gain exposure to reinsurance accounting, regulatory reporting, and complex financial operations while working alongside experienced finance leaders. If you're looking for a role that offers visibility, technical growth, and increasing responsibility, this Accountant position provides a strong foundation for long-term career advancement. Salary: $95,000 - $105,000 • Gain hands-on experience in specialized reinsurance and insurance accounting operations., • Work closely with finance leadership and expand your exposure to regulatory and financial reporting activities., • Develop expertise in treaty and facultative reinsurance accounting processes., • Increase your responsibility and independence as you grow within the role., • Participate in process improvement initiatives and cross-functional finance projects., • Build advanced analytical and reconciliation skills through complex financial reporting activities., • Partner with internal stakeholders, brokers, and external clients on impactful finance matters., • Gain exposure to audit support activities and year-end financial reporting processes., • Work in a detail-oriented environment that values accuracy, accountability, and professional development., • Manage reinsurance accounting activities related to premiums, losses, recoveries, collateral, and cash allocations., • Prepare, validate, and distribute treaty bordereaux and settlement reports., • Process treaty and facultative premium and claims settlements and collections., • Perform reconciliations between ceded balances and general ledger reports., • Support quarterly and year-end reporting requirements., • Assist with audits, financial analysis, reconciliations, and process improvement projects., • Bachelor’s degree in Accounting, Finance, or related field., • Minimum 2 years of accounting, finance, insurance, or financial services experience., • Advanced Microsoft Excel skills, including Pivot Tables and VLOOKUP/XLOOKUP functions., • Strong reconciliation and analytical skills., • CPA or CPA eligibility preferred., • SAP experience preferred.

Take on a high-impact Accounting Manager – M&A role where you’ll be deeply involved in live deals and strategic decision-making. This is a rare opportunity to combine technical accounting, transactions, and leadership in a fast-growing environment. Accounting Manager – M&A Salary: $110,000 – $130,000 Islandia, NY Why This Opportunity Stands Out: • Work directly with Managing Partners on high-level M&A strategy and execution, • Gain hands-on exposure to live acquisitions, due diligence, and post-deal integration, • Join a fast-growing, Inc. 5000-recognized firm with strong momentum and deal flow, • Expand beyond traditional accounting into transaction advisory and strategic finance, • Step into a highly visible role with direct influence on deal outcomes and firm growth, • Lead and improve systems, processes, and integration workflows across the organization, • Invest in your long-term growth through mentorship, training, and continuing education, • Access competitive benefits, including nearly fully covered medical and 401(k) match, • Thrive in a collaborative, team-oriented culture that recognizes individual impact, • Play a role in hiring, team building, and broader firm initiatives Key Responsibilities for the Accounting Manager – M&A: • Lead M&A due diligence, including financial analysis and data room management, • Oversee accounting operations and review financial deliverables, • Support deal execution and coordinate with legal, banking, and executive teams, • Drive post-merger integration across systems and financial processes, • Review financial statements and quality of earnings analyses, • Implement and enforce accounting policies and process improvements Qualifications for the Accounting Manager – M&A: • Bachelor’s degree in Accounting or Finance (CPA or in progress preferred), • 5–7 years of experience in public, corporate accounting, or transaction advisory, • Strong knowledge of GAAP, corporate structures, and M&A processes, • Experience with financial analysis and due diligence support, • Proficiency in QuickBooks and accounting workflow oversight, • Ability to work onsite and travel for integration projects #LI-SM1 #INJUL2026

Job Description At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). Accounting Advisory & Controllership Transformation (AACT) team members provide operational accounting, technical accounting, transaction and data analytics advisory across the entire business and investment lifecycle. Leveraging backgrounds in accounting, finance, audit, operations and consulting, AACT team members provide holistic perspectives and capabilities to deliver unparalleled results within the OCFO practice. The Director, OCFO AACT at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This position is a high-visibility role, providing advice, leadership and project execution for clients on transaction accounting matters and within the controllership function to drive process and technology improvement. The Director will report directly to the OCFO Practice Line Leader and empower clients to modernize their financial operations through innovative technology and streamlined processes. You will lead key initiatives, manage discrete workstreams and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you. Responsibilities • Lead end-to-end client engagements and provide financial advisory services, including controllership operations, procure-to-pay, order-to-cash (OTC), record-to-report (RTR) processes, audit readiness and preparation, finance function integration or carveout standup, transaction due diligence, IPO readiness and post-transaction accounting, • Provide technical and strategic accounting guidance (ASC 606, ASC 805, ASC 842, GAAP, IFRS and SEC standards) and translate into broader business and stakeholder implications for clients (sponsors, lenders and management teams), • Develop and maintain strong client relationships by delivering high-quality, tailored solutions and providing proactive strategic advice, • Provide recommendations to clients on ways to leverage Enterprise Resource Platform (ERP) and close process and consolidation tools to more effectively and rapidly track financial performance and improve controls, • Develop and deploy scalable processes, methodologies and analytical solutions which result in step-function improvements to middle market OCFO functions, • Leverage financial expertise and project management skills, including a deep understanding of GAAP accounting principles and S-X regulatory compliance to support clients navigating diverse transactions-related financial accounting and reporting considerations, • Support multiple concurrent engagements to provide technical accounting and financial or business advisory guidance to clients (sponsors, lenders and management teams), • Advise clients through complex transactional and operational situations, including mergers, acquisitions, carveouts, operating model transformations and technology implementations, • Lead business development and client relationship efforts, • Begin to originate revenue through network cultivation, lead business development and foster strong client relationship, • Lead client meetings, helping translate findings into actionable insights, manage stakeholder expectations and supporting the execution of solutions, • Lead the development, standardization and continuous improvements of methodologies, templates and best practices that enhance the OCFO practice, • Support talent acquisition and firm-building initiatives, • Provide coaching and mentorship to junior team members, • Support talent acquisition and firm-building initiatives, • Contribute to a high-performing, inclusive and values-driven cultureQualifications, • Bachelor’s degree in finance, accounting, business administration or a related field; advanced degree or professional certification (MBA, CFA) preferred, • Active CPA license required, • Located in or willing to relocate to Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, Nashville, New York, Palm Beach or Philadelphia, • Invested in a team-based culture, motivated to collaborate in office four days per week and willing to work at client sites as needed, • At least 10 years of progressive experience in financial consulting, advisory services and / or audit, • Experience in operational accounting, finance or controllership roles a plus, • Deep understanding of GAAP accounting principles and financial reporting (ASC 606, ASC 805 and ASC 842) with experience advising complex technical matters and stakeholder impact, • Complete proficiency in financial modeling and financial statements analysis as well as accounting treatments, • Proficiency in financial technologies and tools (e.g., NetSuite, Sage Intacct, Microsoft Dynamics, Blackline, Floqast, etc.), • Bias towards and track record of leveraging technology and automation solutions (Power BI / Tableau, Power Automate, UI Path, Automation Anywhere) to drive business process efficiency, • Proven ability to lead complex engagements, manage multiple priorities and deliver executive-ready results, • Superior written and verbal communication skills, including executive-ready presentation and reporting skills, • Proven ability to thrive in lean, fast-moving teams, • High attention to detail, responsiveness and ownership mindset, • Track record of success in high-pressure, client-facing environments, • In accordance with pay transparency laws in the City of New York and the State of California, Portage Point provides a good-faith cash compensation range for this position. This range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire, based on good-faith and reasonable estimate at the time of posting. The final compensation within this range will depend on the candidate’s qualifications, education, training, experience and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Description Our employees are at the heart of what we do: helping people, businesses and society prosper in good times and be resilient in bad times. When you join our team, you are bringing this purpose to life alongside a passionate community. Feel empowered to learn and grow while being valued for who you are. At Intact, we commit to supporting you in reaching your goals with tools, opportunities, and flexibility. It’s our promise to you. Who we are At Intact Insurance Specialty Solutions, we are experts at what we do in protecting what makes businesses unique. Our deep understanding of the specialty insurance market is the foundation for our customized solutions, backed by targeted risk control and claims services. Our employees are passionate about providing insurance coverage that’s aligned to our targeted customer groups. Intact’s Global Specialty Lines business spans across more than 20 verticals in four distinct markets: U.S., Canada, UK and Europe. The following opportunity is for our U.S. team. The opportunity We currently have an opportunity for a Senior Underwriter to join our Crime & Fidelity team based in our New York City, NY; Denver, CO; Irvine CA office on a hybrid schedule or located remotely nationwide. Under technical direction and within underwriting authority reviews complex risks to determine acceptance of an application. Determines selection or rejection of new and/or renewal business using underwriting rules and guidelines, manual rating rules and insurance laws and regulations. Analyzes quality and quantity of risks written and prepares reports accordingly. Monitors and evaluates results of assigned producers and assigned territory. Recommends and implements action plans for improvement of underwriting results for assigned producers and assigned territory. May act as a coach/mentor to newer or less-experienced underwriters and assistants. Some of the Senior Underwriter responsibilities include but are not limited to: • Manages a profitable book of business by evaluating results and conducting portfolio reviews for assigned territory and individual producers. Develops integrated pictures of factors that affect profitability, growth, retention and recommends, implements, and monitors necessary action plans., • Has underwriting responsibility for a book of new and renewal business. Examines, identifies, and evaluates exposures by analyzing documentation from various sources, such as the insurance application, internet searches, inspection reports, credit reports, etc. Makes underwriting decisions to accept, decline, or modify risks within assigned underwriting authority level in partnership with underwriting team. Executes underwriting strategy as determined by management, including portfolio management and self-audits. Implements underwriting decisions in compliance with state laws and company guidelines., • Develops superior working relationships with producers to successfully promote achievement of mutual operating goals (growth, retention, and profitability) and to supply the appropriate products and services. Determines and executes strategy for account management and agency planning. Works closely with other departments, including claims, actuary and risk control staff in an effort to better service producers and accounts., • Gathers and analyzes competitor and producer information including producers’ retention, profitability and potential, in support of pricing and appetite. Works with other underwriting staff to determine and make recommendations for marketing, pricing, products and systems., • Collaborates with team members to manage work inventories and all production activities to provide accurate and timely service in accordance with business unit standards. Processes underwriting decisions. Documents files and reports via automated desktop systems and tools., • Regularly travels to key producers/accounts and remains a visible presence in the marketplace. Monitors agency action plans and participates in account management, agency planning and marketing meetings to best position the business for the future. May participate in industry events and/or committees., • Provides training and mentoring to less experienced underwriters and/or underwriting assistants., • Stays abreast of industry, territory and insurance trends. The expertise you bring • Bachelor's degree, • Minimum of 3-5 years progressively complex specialty underwriting experience, • Professional insurance designation is preferred (AICPCU, RPLU) Our salary ranges are determined by many factors including location, role, experience and skillset of the candidate. The following ranges displayed reflect the target base salary for new hires; however, your recruiter will provide more specific compensation details during the hiring process. The typical base salary range for this position is: $96,000 - $136,000, based on the factors aforementioned. For candidates located in San Francisco, CA; Washington DC; our Massachusetts based offices and the New York City metro area, the base salary range is $121,000 - $142,000. In addition to base salary, full time Intact employees are also eligible for bonus potential and a full range of benefits to include but not limited to: • Comprehensive medical, dental and vision insurance with no waiting period, • Competitive paid time off programs, • 401(k) savings and annual contributions of up to 12% of annual salary, • Mental health support programs, life and disability insurance, paid parental leave and a variety of additional voluntary benefits This position will remain posted until a final candidate is selected. Once the role is filled, this job posting will be removed. Why choose Intact We live our Values: We are committed to acting with the highest of ethical standards through our five core values: integrity, respect, customer driven, excellence and social responsibility. Our commitment to Diversity: Founded in our values, we see diversity as a strength and aspire to create an environment where everyone can be themselves, grow and succeed. Together, we will stand up for what’s right to build an inclusive society. Manage your Time: What you accomplish matters more than hours in the office. We are committed to creating a positive and supportive environment in which you perform your best. Our Time-Off and Flexible Work Arrangement options help foster a healthy work-life balance. Check out our Glassdoor reviews to see why people love working for Intact! Our promise to you Our Values are foundational to our success at Intact. You’ll make a difference every day when you live our Values, do your best work, are open to change, and invest in yourself. In return, we promise you support, opportunities, and performance-led financial rewards in a flexible work environment where you can: • Shape the future: Help us lead an insurance transformation to better protect people, businesses and society., • Win as a team: Collaborate with inspiring people to do your best work every day and together, stand up for what is right., • Grow with us: Refresh and reinvent your skills, learn from our diverse teams, lift others up, and grow. About Intact At Intact Insurance Specialty Solutions we are experts at what we do. Our deep understanding of the specialty insurance market is the foundation for our customized solutions, backed by targeted risk control and claims services. Our employees are passionate about providing insurance coverage that’s aligned to our targeted customer groups. Today, we help protect over a dozen industries with tailored coverages and services. #LI-US #LI-CC1 #LI-REMOTE

Job Description Our employees are at the heart of what we do: helping people, businesses and society prosper in good times and be resilient in bad times. When you join our team, you are bringing this purpose to life alongside a passionate community. Feel empowered to learn and grow while being valued for who you are. At Intact, we commit to supporting you in reaching your goals with tools, opportunities, and flexibility. It’s our promise to you. Who we are At Intact Insurance Specialty Solutions, we are experts at what we do in protecting what makes businesses unique. Our deep understanding of the specialty insurance market is the foundation for our customized solutions, backed by targeted risk control and claims services. Our employees are passionate about providing insurance coverage that’s aligned to our targeted customer groups. Intact’s Global Specialty Lines business spans across more than 20 verticals in four distinct markets: U.S., Canada, UK and Europe. The following opportunity is for our U.S. team. The opportunity We currently have an opportunity for a Corporate Casualty Underwriting Director to join our Corporate North American Specialty Underwriting team based in our Plymouth, MN; New York City, NY; Chicago, IL; Boston, MA; Atlanta, GA offices on a hybrid schedule. The Corporate Casualty Underwriting Director provides corporate underwriting leadership, governance, and portfolio oversight for Casualty business, with emphasis on General Casualty (Commercial General Liability, Umbrella/Excess, Auto, and Workers Compensation), Construction Casualty, and Excess & Surplus (E&S) Casualty. Leads the development and execution of underwriting strategies that support profitable growth, portfolio performance, underwriting discipline, and effective risk management across primary and excess casualty business. Partners with business leaders and key stakeholders to ensure consistent underwriting standards, pricing adequacy, governance, and risk selection while serving as a technical authority on complex casualty exposures. Supports underwriting operations across the U.S. and collaborates with stakeholders in Canada, the UK, and Europe on U.S. written risks. Some of the Corporate Casualty Underwriting Director duties include but are not limited to: • Leads casualty underwriting strategy, governance, and portfolio management to achieve profitability, growth, and risk appetite objectives., • Oversees portfolio performance across Construction Casualty, E&S Casualty, Auto, Commercial General Liability, Umbrella, and Workers Compensation, including rate adequacy, attachment points, limits deployment, aggregation management, and severity trends., • Partners with segment leaders to establish and maintain underwriting guidelines, referral standards, authority frameworks, and exception governance., • Provides technical direction on complex casualty risks, coverage structures, and emerging exposures, including construction, and excess liability., • Collaborates with Actuarial, Product, Reinsurance, Claims, Legal, Compliance, and Global Risk Management to support pricing, product development, portfolio analytics, and underwriting effectiveness., • Monitors industry, legal, regulatory, and market developments and recommends underwriting actions to address emerging risks and opportunities., • Directs underwriting governance activities including audits, quality reviews, referral management, and compliance with internal standards and regulatory requirements., • Promotes consistency in underwriting practices through collaboration with domestic and international underwriting partners., • Leads, develops, and mentors corporate underwriting team while communicating strategic priorities and performance expectations. The expertise you bring • Bachelor's degree required., • CPCU, ARM, MBA, JD, or other relevant professional designations preferred., • Minimum 10 years of casualty underwriting experience, including significant experience in General Casualty, Construction Casualty and/or E&S Casualty., • Minimum 5 years of leadership experience managing and developing underwriting professionals. Strong knowledge of casualty coverage, pricing, portfolio management, and broker distribution. Our salary ranges are determined by many factors including location, role, experience and skillset of the candidate. The following ranges displayed reflect the target base salary for new hires; however, your recruiter will provide more specific compensation details during the hiring process. The typical base salary range for this position is: $275,000 - $323,000, based on the factors aforementioned. In addition to base salary, full time Intact employees are also eligible for bonus potential and a full range of benefits to include but not limited to: • Comprehensive medical, dental and vision insurance with no waiting period, • Competitive paid time off programs, • 401(k) savings and annual contributions of up to 12% of annual salary, • Mental health support programs, life and disability insurance, paid parental leave and a variety of additional voluntary benefits This position will remain posted until a final candidate is selected. Once the role is filled, this job posting will be removed. Why choose Intact We live our Values: We are committed to acting with the highest of ethical standards through our five core values: integrity, respect, customer driven, excellence and social responsibility. Our commitment to Diversity: Founded in our values, we see diversity as a strength and aspire to create an environment where everyone can be themselves, grow and succeed. Together, we will stand up for what’s right to build an inclusive society. Manage your Time: What you accomplish matters more than hours in the office. We are committed to creating a positive and supportive environment in which you perform your best. Our Time-Off and Flexible Work Arrangement options help foster a healthy work-life balance. Check out our Glassdoor reviews to see why people love working for Intact! Our promise to you Our Values are foundational to our success at Intact. You’ll make a difference every day when you live our Values, do your best work, are open to change, and invest in yourself. In return, we promise you support, opportunities, and performance-led financial rewards in a flexible work environment where you can: • Shape the future: Help us lead an insurance transformation to better protect people, businesses, and society., • Win as a team: Collaborate with inspiring people to do your best work every day and together, stand up for what is right., • Grow with us: Refresh and reinvent your skills, learn from our diverse teams, lift others up, and grow. About Intact At Intact Insurance Specialty Solutions we are experts at what we do. Our deep understanding of the specialty insurance market is the foundation for our customized solutions, backed by targeted risk control and claims services. Our employees are passionate about providing insurance coverage that’s aligned to our targeted customer groups. Today, we help protect over a dozen industries with tailored coverages and services. #LI-US #LI-CC1 #LI-REMOTE

Job Description At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact. Backed by New Mountain Capital, Portage Point is recognized for accelerated growth and is consistently featured in rankings from Inc.5000, The Financial Times and Consulting Magazine. This recognition is a testament to our focus on excellence, intensity and pace and ability to attract blue chip talent committed to delivering best-in-class outcomes. Our cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). The IB team advises on Mergers & Acquisitions (M&A), capital raises, restructurings and special situations. Through delivering bespoke solutions to every transaction, the IB team has direct exposure to firm leadership and clients. The Managing Director, IB // Technology M&A at Portage Point represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This Managing Director is a business development and client delivery leader and will leverage the firm's rapidly expanding platform to further establish the M&A practice. The Managing Director, IB // Technology M&A will report directly to the IB Practice Line Leader and develop new and existing client relationships, lead complex engagements and ensure all engagements deliverables are high-quality and impactful. You will lead key initiatives, manage discrete workstreams and work closely with senior leaders. If you thrive in a high-performance culture and want to help build the future of a rapidly growing consultancy, this is the right role for you. Responsibilities • Lead execution of all deliverable workflows necessary to consummate transactions for middle market companies undergoing growth, transformation and transition, • Sell engagements across a network of senior executives, private equity firms, entrepreneurs, lenders and lawyers, • Review and analyze client financial statements and projections, financial modeling, accounting, due diligence on balance sheet and P&Ls, • Create and present client deliverables, • Negotiate, document and assist in transaction execution, • Lead internal trainings and best practice sharing, • Lead business development and client relationship efforts, • Support talent acquisition and firm-building initiatives, • Contribute to a high-performing, inclusive and values-driven cultureQualifications, • Bachelor’s degree from a top undergraduate program, • Located in or willing to relocate to Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, Nashville, New York, Palm Beach or Philadelphia, • Invested in a team-based culture, motivated to collaborate in office four days per week and willing to work at client sites as needed, • 15 plus years of middle market investment banking experience, • Maintains Series 79, 63 and 24 FINRA license or ability to obtain within 120 days of employment, • Experience with privately held and sponsor-backed businesses, • Commanding knowledge of current market terms and trends, • Expertise in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, planning and execution of work, supervising team and coordinating with other internal and external service providers, • Demonstrated ability to develop new business across a network of corporate relationships, private equity sponsors, lawyers and / or lenders, • Superior written and verbal communication skills, including executive-ready presentation and reporting skills, • Proven ability to thrive in lean, fast-moving teams, • High attention to detail, responsiveness and ownership mindset, • Track record of success in high-pressure, client-facing environments In accordance with pay transparency laws in the City of New York and the State of California, Portage Point provides a good-faith cash compensation range for this position. This range represents the cash compensation (base plus bonus) that the firm reasonably expects to pay upon hire, based on good-faith and reasonable estimate at the time of posting. The final compensation within this range will depend on the candidate’s qualifications, education, training, experience and location. In addition to cash compensation, Portage Point may offer comprehensive benefits and equity participation, which are not reflected in the pay range above. Investment Banking Services are offered through Triple P Securities, LLC. Member FINRASIPC We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Salary: $110,000 – $125,000 • Partner directly with executive leadership and serve as a trusted financial advisor on key real estate initiatives. • Gain exposure to real estate development, acquisitions, refinancing, and portfolio optimization projects., • Lead financial oversight for a diverse portfolio of housing and real estate entities., • Play a key role in capital planning, long-term investment strategy, and asset management decisions., • Work closely with lenders, auditors, syndicators, government agencies, and property management partners., • Lead and develop finance staff while helping improve systems, reporting, and internal controls., • Collaborate across Finance, Facilities, Procurement, Development, and Operations for broad organizational impact., • Influence process improvements and financial transparency across both operating and capital expenditures., • Combine strategic financial planning with hands-on accounting leadership in a mission-driven environment., • Opportunity to leverage and expand expertise in affordable housing, nonprofit finance, and real estate accounting. • Lead accounting, financial reporting, consolidations, and compliance across housing and real estate entities., • Oversee audits, tax filings, lender reporting, and regulatory compliance requirements., • Support financial analysis and advisory activities related to development projects, acquisitions, and refinancing., • Manage budgeting, forecasting, reserve tracking, and portfolio performance reporting., • Serve as the primary financial liaison to third-party property management firms and external stakeholders., • Supervise finance staff and drive process improvements, reporting standardization, and internal control enhancements. • Bachelor’s degree in Accounting, Finance, or a related field., • Progressive accounting or finance experience with leadership responsibilities., • Strong experience with multi-entity financial reporting, audits, consolidations, and GAAP compliance., • Experience with affordable housing, LIHTC, LPs, LLCs, joint ventures, or nonprofit real estate structures is highly desirable. #LI-JT1 #INJUNE2026 #AccountingManagerHousingRealEstate #AccountingJobs #FinanceJobs #RealEstateFinanceJobs #AffordableHousingJobs

Job DescriptionMain role involves--preparation of Forms 1118, 5471, 8858, 8865, 5713 and 1120 including coordination of tax packages • Foreign tax credit calculations including earning and profits calculations and preparation of related forms.· Assist in assuring international tax reporting requirements are met. Resume to: taxstaffing@gmail.com

The Senior Sales Executive is responsible for driving profitable revenue growth by developing new enterprise customer relationships and expanding existing accounts through consultative, solution‑based selling. They focus on understanding complex customer supply chains, identifying opportunities across the company’s full portfolio of solutions, and delivering measurable value to customers. They act as a trusted advisor to decision makers, partnering closely with Commercial teams, Operations, and internal stakeholders to deliver a seamless customer experience. This position requires strong commercial acumen, strategic thinking, and the ability to lead internal teams without direct authority. Success in this role is measured by revenue growth, customer retention, and long‑term account expansion. The role is highly visible and plays a critical part in the organization’s enterprise growth strategy. Responsibilities • Develop new business and drive revenue growth by identifying and qualifying prospective enterprise customers through research, networking, and consultative discovery., • Conduct in‑depth analysis of customer supply chains to understand business challenges, operational needs, and opportunities for the company’s solutions., • Present, propose, and implement customized solutions that align the company’s portfolio with customer objectives and deliver long‑term value., • Maintain and grow existing customer relationships by deeply understanding customer operations and proactively identifying expansion and retention opportunities., • Partner closely with Customer Success teams to ensure customer onboarding, solution adoption, retention, and long‑term account health., • Collaborate with internal stakeholders including specialized product sales teams and cross‑functional team members to deliver a consistent, high‑quality customer experience., • Regularly engage customers to reinforce understanding of company’s capabilities and maximize utilization of the full portfolio., • Build trusted customer relationships through regular business reviews, strategic account planning, professional communication, and executive‑level engagement., • Leverage technology tools (CRM systems, mobile devices, internal platforms, and presentation tools) to support accurate forecasting, pipeline management, and customer communication., • Demonstrate initiative and leadership by organizing and guiding internal teams, maintaining discipline in execution, and adapting to changing business conditions., • Monitor competitive activity within assigned accounts and markets, ensuring appropriate responses and strategies are communicated internally., • Represent the company professionally through customer entertainment, meetings, and industry engagement as appropriate., • All other duties as assigned to meet evolving business needs. Qualifications • Education: Undergraduate degree in business, sales, supply chain, or a related field from an accredited college or university preferred; High School Diploma or GED equivalent required., • Certification/Licensure: Supply Chain / Logistics Industry certifications preferred., • Experience: 7+ years of enterprise‑level sales experience, preferably within transportation, logistics, or supply chain solutions., • Proven track record of consistently exceeding enterprise sales targets and driving market share growth., • Demonstrated experience selling complex solutions to enterprise‑level customers and senior decision makers., • Strong consultative selling, negotiation, and relationship‑building skills., • Excellent verbal and written communication skills with the ability to influence and present at the executive level., • Strong analytical, problem‑solving, and decision‑making capabilities., • Experience using CRM tools (Salesforce preferred) and sales performance tracking systems., • Demonstrated discretion and confidentiality in handling and protecting sensitive information., • Technical: Proficient with common office technologies, including Windows PCs, Microsoft O365 (Outlook, Word, Excel, PowerPoint, etc.) and web conferencing (Teams, Zoom, Webex, etc.), • Environment: Comfort commuting to/from and working in a 100% on‑site setting (listed in this posting), with travel for related meetings/events. -- #LI-Remote

Job Description Overview: KORE is an independent insurance partner that delivers an experience unlike any other: Unconstrained in our tailored approach and adjective advice, unrivaled in our white-gloved service, and unlimited in our delivery of complete solutions to unlock possibilities. Our team of proven and handpicked professionals works with you to understand your needs and to deliver complete coverage from the most- respected carriers in the world. As an independent firm, we do not push proprietary products. Our brokerage and advisory services extend across risk management, business and operational risks, transactional risks, and claims and litigation. KORE was established in 2013 with our roots, principles and service commitment dating back to 1972 with our predecessor companies. We are a story of achievement through continuous adaptation and evolution – relentlessly focused on helping clients navigate changing markets and evolve their insurance coverage, while simultaneously evolving our business to stay at the forefront of the industry. As a result, we have emerged as a trusted leader known for going above and beyond to help clients succeed across every aspect of their business and personal life. Job Type: Full Time Key Responsibilities: Client Strategy and Leadership • Serve as the primary relationship manager for a portfolio of mid-to-large group benefits clients, within the C-suite and HR executive leadership, on primarily self-funded/self-insured plans (stop-loss placement, claims utilization analysis, and vendor/TPA management), • Confidently lead presentations, renewal meetings, and strategy sessions in client, carrier, and industry-facing individuals with utmost professionalism, • Anticipate client needs by making proactive recommendations on alternative funding strategies, cost drivers, and long-term financial planning, strengthening retention and deepening new and existing partnerships Business Growth and Operations • Identify and cross-selling opportunities that will enhance client value and increase contribution toward company revenue growth, • Collaborate with carriers and TPAs to resolve escalated service issues and negotiate competitive renewals, • Partner with producers and leadership to design innovative client solutions and proposals Team Development and Support • Share knowledge and understanding of relevant market trends, regulatory updates, and best practices with colleagues to strengthen overall team performance, • Exemplify mentorship via demonstrating healthy workload prioritization, escalation of client issues, and implementation of strategic initiatives, • Deliver guidance on plan design, funding models, cost-containment strategies, and compliance requirements Qualifications and Experience • 10+ years’ employee benefits experience within an insurance brokerage, • Expertise with self-funded/self-insured health plans (required), • Strong technical knowledge of group benefits products, funding models, and compliance requirements (i.e., ACA, COBRA, HIPAA, etc.), • Excellent communication, presentation, and relationship management skills, • Proficiency in Applied Epic (preferred), • Valid Life & Health Insurance License (required), • Bachelors degree (required) What We Offer: • $135K-$150K , Discretionary Bonus, • Further Education Opportunities with Certification Reimbursement, • Health, Dental, Vision, and Life Insurance Benefits, • 401(k) Plan, • 20 Days of PTO + 9 Holidays, • Hybrid Work Flexibility (1-day WFH), • Free Onsite Gym and Café on Premises If you are a strategic Benefits professional with a passion for self-funded plan design and mentorship opportunities, we encourage you to apply for our Senior Account Executive role at Kore! Compensation and Benefits Disclosure: Kore Insurance Holdings, LLC offers a competitive total rewards package, including base salary, incentives, and benefits. Compensation is based on job responsibilities, relevant experience, skills, education, and location. Individual pay is determined by market data, internal equity, and performance. The stated pay range may be adjusted based on business needs and market conditions. Equal Opportunity Employer Statement: Kore Insurance Holdings, LLC is an equal opportunity employer. We value diversity and prohibit discrimination or harassment based on race, color, religion, sex, national origin, sexual orientation, gender identity, disability, genetic information, pregnancy, or any other protected status under federal, state, or local law. Employment decisions are based on qualifications, merit, and business needs. Agency Disclaimer: Unsolicited resumes from agencies will not be accepted. Kore is not responsible for fees without a signed agency agreement in place.