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Overview\n Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round Business Tax 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 Business Tax 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 experts, serving in-person customers who use Intuit TurboTax products. \n Your primary focus will be full-service tax preparation for both consumers and all business entity types such as Sole Prop, PTEs (S corps and Partnerships), providing expert tax advice, planning services, and software support, but your responsibility extends beyond that. You will serve as the primary point of contact for your customers as their dedicated Expert, owning the overall relationship and delivering both tax strategy and tax preparation services. You will develop a deep understanding of each customer’s full financial picture and ensure they receive proactive, personalized guidance. \n As customer needs require additional expertise in bookkeeping, payroll, etc., you won’t work alone—behind you is a team of bookkeeping specialists who support core accounting functions like reconciliation, payroll, and day-to-day bookkeeping. While customers may occasionally interact directly with these experts for specific accounting needs, you remain the central relationship owner, ensuring continuity and a seamless experience across all services. \n Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, strategic planning, or quarterly business review. \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 nonexempt and requires onsite presence at a TurboTax store in the United States. \n \n What You’ll Do: \n Provide Tax Expertise - Give hands-on tax advice and complete tax preparation services for TurboTax consumer and business clients, 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. \n \n Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and facilitating with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma services that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. \n \n Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. \n \n Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals. 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. \n \n Be a Proactive Community Ambassador \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 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 • Strong business tax preparation experience and extensive knowledge of tax laws as evidenced by 3 or more years of recent experience preparing federal and state business tax returns (1065 and/or 1120-S) for at least 20 clients/customers per season for compensation, using commercial tax preparation software.\n, • Minimum of 3 seasons of personal tax preparation experience, with a minimum of 30 tax returns per tax year required, in a tax practice or retail setting, for compensation\n, • General knowledge/understanding of bookkeeping required. Bookkeeping experience with books to tax preparation is highly desired and/or willingness to upskill and become a QuickBooks ProAdvisor.\n, • Experience preparing Business Tax returns and providing year-round tax prep guidance for small businesses in particular is highly desired.\n, • Must possess or be able to obtain any related state licenses, certificates, permits, or bonds.\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 California $33.45 - $40.47 \n Illinois $30.41 - $37.06 \n New York $33.45 - $40.47 \n Washington $31.93 - $38.76 \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 Business Tax 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 Business Tax 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 experts, serving in-person customers who use Intuit TurboTax products. \n Your primary focus will be full-service tax preparation for both consumers and all business entity types such as Sole Prop, PTEs (S corps and Partnerships), providing expert tax advice, planning services, and software support, but your responsibility extends beyond that. You will serve as the primary point of contact for your customers as their dedicated Expert, owning the overall relationship and delivering both tax strategy and tax preparation services. You will develop a deep understanding of each customer’s full financial picture and ensure they receive proactive, personalized guidance. \n As customer needs require additional expertise in bookkeeping, payroll, etc., you won’t work alone—behind you is a team of bookkeeping specialists who support core accounting functions like reconciliation, payroll, and day-to-day bookkeeping. While customers may occasionally interact directly with these experts for specific accounting needs, you remain the central relationship owner, ensuring continuity and a seamless experience across all services. \n Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, strategic planning, or quarterly business review. \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 nonexempt and requires onsite presence at a TurboTax store in the United States. \n \n What You’ll Do: \n Provide Tax Expertise - Give hands-on tax advice and complete tax preparation services for TurboTax consumer and business clients, 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. \n \n Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and facilitating with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma services that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. \n \n Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. \n \n Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals. 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. \n \n Be a Proactive Community Ambassador \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 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 • Strong business tax preparation experience and extensive knowledge of tax laws as evidenced by 3 or more years of recent experience preparing federal and state business tax returns (1065 and/or 1120-S) for at least 20 clients/customers per season for compensation, using commercial tax preparation software.\n, • Minimum of 3 seasons of personal tax preparation experience, with a minimum of 30 tax returns per tax year required, in a tax practice or retail setting, for compensation\n, • General knowledge/understanding of bookkeeping required. Bookkeeping experience with books to tax preparation is highly desired and/or willingness to upskill and become a QuickBooks ProAdvisor.\n, • Experience preparing Business Tax returns and providing year-round tax prep guidance for small businesses in particular is highly desired.\n, • Must possess or be able to obtain any related state licenses, certificates, permits, or bonds.\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 California $33.45 - $40.47 \n Illinois $30.41 - $37.06 \n New York $33.45 - $40.47 \n Washington $31.93 - $38.76 \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 Business Tax 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 Business Tax 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 experts, serving in-person customers who use Intuit TurboTax products. \n Your primary focus will be full-service tax preparation for both consumers and all business entity types such as Sole Prop, PTEs (S corps and Partnerships), providing expert tax advice, planning services, and software support, but your responsibility extends beyond that. You will serve as the primary point of contact for your customers as their dedicated Expert, owning the overall relationship and delivering both tax strategy and tax preparation services. You will develop a deep understanding of each customer’s full financial picture and ensure they receive proactive, personalized guidance. \n As customer needs require additional expertise in bookkeeping, payroll, etc., you won’t work alone—behind you is a team of bookkeeping specialists who support core accounting functions like reconciliation, payroll, and day-to-day bookkeeping. While customers may occasionally interact directly with these experts for specific accounting needs, you remain the central relationship owner, ensuring continuity and a seamless experience across all services. \n Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, strategic planning, or quarterly business review. \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 nonexempt and requires onsite presence at a TurboTax store in the United States. \n \n What You’ll Do: \n Provide Tax Expertise - Give hands-on tax advice and complete tax preparation services for TurboTax consumer and business clients, 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. \n \n Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and facilitating with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma services that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. \n \n Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. \n \n Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals. 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. \n \n Be a Proactive Community Ambassador \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 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 • Strong business tax preparation experience and extensive knowledge of tax laws as evidenced by 3 or more years of recent experience preparing federal and state business tax returns (1065 and/or 1120-S) for at least 20 clients/customers per season for compensation, using commercial tax preparation software.\n, • Minimum of 3 seasons of personal tax preparation experience, with a minimum of 30 tax returns per tax year required, in a tax practice or retail setting, for compensation\n, • General knowledge/understanding of bookkeeping required. Bookkeeping experience with books to tax preparation is highly desired and/or willingness to upskill and become a QuickBooks ProAdvisor.\n, • Experience preparing Business Tax returns and providing year-round tax prep guidance for small businesses in particular is highly desired.\n, • Must possess or be able to obtain any related state licenses, certificates, permits, or bonds.\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 California $33.45 - $40.47 \n Illinois $30.41 - $37.06 \n New York $33.45 - $40.47 \n Washington $31.93 - $38.76 \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 Business Tax 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 Business Tax 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 experts, serving in-person customers who use Intuit TurboTax products. \n Your primary focus will be full-service tax preparation for both consumers and all business entity types such as Sole Prop, PTEs (S corps and Partnerships), providing expert tax advice, planning services, and software support, but your responsibility extends beyond that. You will serve as the primary point of contact for your customers as their dedicated Expert, owning the overall relationship and delivering both tax strategy and tax preparation services. You will develop a deep understanding of each customer’s full financial picture and ensure they receive proactive, personalized guidance. \n As customer needs require additional expertise in bookkeeping, payroll, etc., you won’t work alone—behind you is a team of bookkeeping specialists who support core accounting functions like reconciliation, payroll, and day-to-day bookkeeping. While customers may occasionally interact directly with these experts for specific accounting needs, you remain the central relationship owner, ensuring continuity and a seamless experience across all services. \n Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, strategic planning, or quarterly business review. \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 nonexempt and requires onsite presence at a TurboTax store in the United States. \n \n What You’ll Do: \n Provide Tax Expertise - Give hands-on tax advice and complete tax preparation services for TurboTax consumer and business clients, 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. \n \n Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and facilitating with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma services that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. \n \n Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. \n \n Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals. 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. \n \n Be a Proactive Community Ambassador \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 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 • Strong business tax preparation experience and extensive knowledge of tax laws as evidenced by 3 or more years of recent experience preparing federal and state business tax returns (1065 and/or 1120-S) for at least 20 clients/customers per season for compensation, using commercial tax preparation software.\n, • Minimum of 3 seasons of personal tax preparation experience, with a minimum of 30 tax returns per tax year required, in a tax practice or retail setting, for compensation\n, • General knowledge/understanding of bookkeeping required. Bookkeeping experience with books to tax preparation is highly desired and/or willingness to upskill and become a QuickBooks ProAdvisor.\n, • Experience preparing Business Tax returns and providing year-round tax prep guidance for small businesses in particular is highly desired.\n, • Must possess or be able to obtain any related state licenses, certificates, permits, or bonds.\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 California $33.45 - $40.47 \n Illinois $30.41 - $37.06 \n New York $33.45 - $40.47 \n Washington $31.93 - $38.76 \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 Business Tax 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 Business Tax 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 experts, serving in-person customers who use Intuit TurboTax products. \n Your primary focus will be full-service tax preparation for both consumers and all business entity types such as Sole Prop, PTEs (S corps and Partnerships), providing expert tax advice, planning services, and software support, but your responsibility extends beyond that. You will serve as the primary point of contact for your customers as their dedicated Expert, owning the overall relationship and delivering both tax strategy and tax preparation services. You will develop a deep understanding of each customer’s full financial picture and ensure they receive proactive, personalized guidance. \n As customer needs require additional expertise in bookkeeping, payroll, etc., you won’t work alone—behind you is a team of bookkeeping specialists who support core accounting functions like reconciliation, payroll, and day-to-day bookkeeping. While customers may occasionally interact directly with these experts for specific accounting needs, you remain the central relationship owner, ensuring continuity and a seamless experience across all services. \n Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, strategic planning, or quarterly business review. \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 nonexempt and requires onsite presence at a TurboTax store in the United States. \n \n What You’ll Do: \n Provide Tax Expertise - Give hands-on tax advice and complete tax preparation services for TurboTax consumer and business clients, 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. \n \n Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and facilitating with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma services that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. \n \n Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. \n \n Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals. 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. \n \n Be a Proactive Community Ambassador \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 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 • Strong business tax preparation experience and extensive knowledge of tax laws as evidenced by 3 or more years of recent experience preparing federal and state business tax returns (1065 and/or 1120-S) for at least 20 clients/customers per season for compensation, using commercial tax preparation software.\n, • Minimum of 3 seasons of personal tax preparation experience, with a minimum of 30 tax returns per tax year required, in a tax practice or retail setting, for compensation\n, • General knowledge/understanding of bookkeeping required. Bookkeeping experience with books to tax preparation is highly desired and/or willingness to upskill and become a QuickBooks ProAdvisor.\n, • Experience preparing Business Tax returns and providing year-round tax prep guidance for small businesses in particular is highly desired.\n, • Must possess or be able to obtain any related state licenses, certificates, permits, or bonds.\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 California $33.45 - $40.47 \n Illinois $30.41 - $37.06 \n New York $33.45 - $40.47 \n Washington $31.93 - $38.76 \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.

Job Summary We are looking to add an Audit Senior to help lead and guide our clients, in addition to supporting our internal leaders with the on-going growth in our Northeast Region. As an Audit Senior, you will be responsible for performing and leading the necessary procedures involved in planning and executing attestation engagements for clients in accordance with the applicable accounting standards. The Audit Senior serves to lead client engagements, maintain client relationships, and act as a liaison between overseeing the work of internal staff and working closely with internal leaders, to ensure high-quality work is conducted and delivered to our clients. Job Description WHAT YOU WILL DO Regular Duties Include (but Are Not Limited To) • Perform and assist with audits, reviews and compilations for clients in various industries, • Prepare and analyze financial statements and evaluate internal controls, • Assist with the coordination of the day-to-day duties of planning, fieldwork and wrap-up, • Deep understanding of accounting and reporting standards, • Develop reasonable time budgets and coordinate audit requests to meet time constraints and client deadlines, • Interact with clients to help ensure the information flow from the client to the audit team is efficient, • Communicate with Client, Management, and Managing Director on work status and client issues that arise Experience WHAT WE ARE LOOKING FOR • 4+ years in relevant position, • Public accounting or other professional services environment preferred Education • Minimum Bachelor’s degree or equivalent technology experience, • Bachelor’s in Accounting (for Audit or Tax) License / Certification • Must progress professionally by obtaining relevant certification as soon as possible if certification is not already attained in order to advance, • Must maintain required CPE credits annually Legal / Compliance • Must complete acknowledgement of Independence Guidelines and Ethical Standards document, • Governmental engagements require ability to obtain a security clearance from the United States government For job postings in our New York locations, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity in accordance with the New York Human Rights Law. This range considers many factors, including but not limited to a candidate’s knowledge, job specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $93,000 to $130,000. Who We Are UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients’ business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. What We Offer POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. Attractive Compensation Packages Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

About the Company Our client is a Top Wholesale Client. They seek an Accounts Receivable Specialist to join their Accounting Team. About the Role ACCOUNTS RECEIVABLE SPECIALIST Description We are looking for a full-time or part-time, on-site Accounts Receivable Specialist to join our team. This role primarily involves collecting, reconciling and applying customer payments, working with the sales team to address and resolve any invoice issues, and maintaining payment documentation. The successful candidate will be a team-oriented individual that values efficiency of collections and accuracy. The Accounts Receivable Specialist will play a crucial role in our finance team, ensuring the smooth operation of our accounts receivable processes and contributing to our financial health. Responsibilities: • Process credit card, cash, check, and ACH payments; reconcile receipts against open invoices and accurately apply payments to customer accounts based on information in their remittance advices or directions from the customer., • Process credit card payments for customers who keep card information on file for regular or once a month processing (a select number of customers, not all)., • Collaborate with the sales teams to resolve payment discrepancies, billing issues, and inquiries., • Prepare deposit slips daily for bank deposits., • Work directly with the customer in a professional and courteous manner to collect outstanding invoices or resolve discrepancies in a timely and efficient manner., • Send out statements at the beginning of every month to customers., • Maintain detailed notes on dates, times and contact details for all follow ups., • Monitor customer accounts for non-payment, delayed payments, and other irregularities., • Follow up consistently on open invoices, and alert management about any invoices open past the customer terms extended., • Thoughtfully respond to and assist with customer requests and inquiries., • Adjust invoices for products not shipped or picked up., • Generate and analyze weekly and monthly AR reports., • Prepare ad hoc reports upon request., • Assist the Accounting team in resolving any issues that arise from the bank reconciliation process or through day to day operations., • File sales invoice payment support in a timely manner., • Manage process for setup of new customers., • Review invoices to ensure freight costs were properly added, and the appropriate sales tax jurisdiction was applied., • Work directly with collections agencies when necessary – providing invoice, delivery and follow up documentation and details., • Collaborate with the accounting team and other departments as needed., • Undertake additional duties as assigned. Required Skills: • Experience with QuickBooks Enterprise preferred., • Must be proficient in account reconciliation and payment application processes., • Polite and courteous attitude with internal staff, management, and customers., • Strong problem-solving skills and the ability to identify and resolve discrepancies., • Ability to handle high volume payment applications and customer inquiries during the spring season., • If candidate is part-time, they will be asked to work full time hours for approximately 8 weeks during the busy season (April – May), • Excellent grammar, communication skills, both written and verbal., • Proficiency in Microsoft Excel. JobID: 48650

Client Services & Administrative Coordinator Incorvaia & Associates, CPAs, PC Jericho, NY | Full-Time | In-Person | Monday-Friday, 9:00 AM-5:00 PM $55,000-$65,000, depending on experience Are you organized, dependable, and someone who likes staying on top of the details and making sure things get done? Incorvaia & Associates is a growing CPA and advisory firm looking for a Client Services & Administrative Coordinator to join our team. This person will be an important point of contact for our clients while helping keep the day-to-day administrative side of the firm organized and moving forward. This is a great opportunity for someone with administrative or client service experience in a professional setting such as financial services, banking, insurance, a law firm, or an accounting/CPA firm. What You’ll Do: You'll work closely with both our clients and internal team to keep communication, documents, and everyday administrative needs on track. Your responsibilities will include: • Serve as a first point of contact for clients, answering calls and emails and helping with everyday requests, • Request and collect documents from clients and follow up when information is still needed, • Keep client records organized by scanning, uploading, filing, and routing documents to the right team members, • Prepare and send documents through DocuSign and follow up on outstanding signatures, • Help clients get set up with and navigate our online portals and systems, • Support the administrative side of the tax return process, including collecting documents, coordinating signatures, tracking submissions, and communicating updates to clients, • Keep track of outstanding items and follow up with clients or team members to help keep work moving, • Schedule client appointments and meetings, • Assist with billing, invoice follow-ups, and ACH and credit card payment authorizations, • Prepare administrative forms and client correspondence, • Coordinate outgoing mail, FedEx shipments, and other general office needs, • Work alongside the team to identify next steps, resolve missing information, and make sure client requests are followed through to completion What We’re Looking For: We're looking for someone who is professional, dependable, detail-oriented, and proactive. Ideally, you have: • A minimum of 2 years of experience in an administrative, client service, customer service, or office support role, • Experience working directly with clients in a professional setting, • Strong written and verbal communication skills, • Excellent organization and attention to detail, • Strong follow-through and the ability to keep track of multiple open items, • The ability to manage several priorities without losing sight of the details, • Comfort learning new technology, systems, and processes, • The confidence to work independently, ask questions when needed, and think through what should happen next, • Proficiency with Microsoft Office Experience in a CPA/accounting firm, financial services, banking, insurance, or legal environment is a plus, but not required. We're especially interested in someone who takes ownership of their work. If you send something to a client, you're someone who remembers to follow up. If information is missing, you notice it. And if you're unsure of the next step, you're comfortable asking questions and learning. Our team values ETHER: Ethical, Teachable, Hungry to grow, Enthusiastic, and Reliable. Why Incorvaia & Associates? At Incorvaia & Associates, you'll be joining a small, close-knit team where people work together, help one another, and your contribution matters. You'll work alongside experienced professionals who are available to answer questions, provide hands-on guidance, and help you learn the business. At the same time, you'll have the opportunity to take ownership of your work and become someone the team and our clients can rely on. Because we're a smaller firm, you won't be limited to one narrow responsibility. As you develop your knowledge, you'll gain exposure to different areas of the business and have opportunities to take on additional responsibilities. For someone who is eager to learn, willing to pitch in, and wants to grow with a team, this can be an opportunity to build valuable experience and become an important long-term member of the firm. Additional Job Application Terms This job is part of LinkedIn’s Full-Service Hiring beta program. Eligibility is limited to candidates located in and performing services in the United States, excluding those based in Alaska, Hawaii, Nevada, South Carolina, or West Virginia. We’re committed to making our hiring process as smooth and timely as possible, and we understand that waiting to hear back can add to the anticipation. If you’re a potential fit, our team will reach out within two weeks to progress you to the next stage. If you don’t hear from us in that time, we encourage you to explore other opportunities with our team in the future, and we wish you the very best in your job search.

About Harbor Accounting Group Harbor Accounting Group is a growing CPA firm serving closely held businesses, entrepreneurs, high-net-worth individuals, and families. We combine the resources and technology of a larger firm with the direct client relationships and accessibility of a local practice. We are seeking a Tax Manager or Senior Tax Manager who wants more than a traditional review role. This is a hands-on position for someone who enjoys preparing and reviewing tax returns, working directly with clients, solving problems, and managing engagements from start to finish. Candidates with Big 4, national, regional, or strong local public accounting experience who are looking for greater ownership are especially encouraged to apply. The Opportunity You will work directly with business owners and individual clients across tax, accounting, and advisory matters. Your work will include tax return preparation and review, tax planning, QuickBooks, payroll, sales tax, estimated taxes, PTET, and general business advisory. We are looking for someone who wants to understand and manage the entire client relationship, not just one part of the engagement. Responsibilities • Prepare and review Forms 1040, 1120-S, 1120, 1065, and 1041., • Handle individual and closely held business tax matters., • Perform year-round tax planning and projections., • Advise clients on estimated taxes, extensions, and New York State PTET., • Review QuickBooks files, financial statements, trial balances, and adjusting entries., • Assist with bookkeeping, payroll, and sales tax matters., • Research federal, state, and local tax issues., • Respond to IRS and state notices., • Manage engagements from information gathering through final delivery and e-filing., • Communicate directly with clients and resolve open items., • Review and mentor staff., • Work closely with partners on complex tax matters and client relationships., • Identify tax planning and advisory opportunities., • Help improve processes through technology, automation, and AI. What We're Looking For • Bachelor's degree in Accounting or a related field., • CPA strongly preferred., • 6+ years of public accounting experience, with additional experience for Senior Manager candidates., • Strong experience preparing and reviewing Forms 1040, 1120-S, 1120, and 1065., • Form 1041 experience is a plus., • Experience with tax planning, projections, PTET, and multi-state compliance., • Working knowledge of QuickBooks Desktop and/or QuickBooks Online., • Understanding of bookkeeping, trial balances, and adjusting entries., • Experience with payroll and sales tax matters., • Strong client communication and relationship-management skills., • Ability to manage engagements independently from start to finish., • Strong organizational and deadline-management skills. Who Will Thrive Here This role is ideal for someone with a strong technical foundation who is ready for broader responsibility and more direct client exposure. You are comfortable reviewing the books, identifying accounting and tax issues, preparing the return, and speaking directly with the client about planning for the year ahead. Most importantly, you take ownership of your work and your client relationships. Why Harbor Real ownership. Manage client relationships and engagements from beginning to end. Broader experience. Work across tax, accounting, planning, payroll, sales tax, and advisory matters. Direct partner access. Work closely with firm leadership without multiple layers of management. Career growth. Harbor is expanding, creating meaningful opportunities for professionals who want to grow into larger leadership roles. Modern technology. We are investing in workflow, automation, and AI to make our professionals more effective. Your ideas matter. We want people who identify better ways to work and help us implement them. Compensation & Benefits • Base salary of $160,000–$185,000+, depending on experience., • Performance-based bonus opportunities., • Potential equity or stock participation., • 401(k) with employer match., • Health insurance., • Paid time off., • Professional development and continuing education support., • Primarily in-office in Syosset, NY, with the option to work remotely on Fridays. Ready for More Ownership? If you’ve built a strong foundation in public accounting and are ready for greater ownership, client responsibility, and long-term growth, we’d like to meet you. If you’re looking for your next professional home—a place where you can grow, make an impact, and build lasting client relationships—we invite you to explore a career with Harbor Accounting Group.

JOB SUMMARY As a Tax Senior Accountant, you will be responsible for the preparation of financial information for our clients, such as business and individual tax returns, with the benefit of gaining exposure to a diverse client base operating in a variety of industries. The Tax Senior Accountant maintains client relationships and oversees the work of internal staff and works closely with internal leaders, to ensure high-quality work is conducted and delivered to our clients. JOB DESCRIPTION Tax Preparation • Lead and manage a portfolio of tax engagements, including planning, preparation, and review of various tax returns (individual, corporate, partnership, etc.), • Serve as the primary point of contact for assigned clients, addressing their tax-related inquiries, providing recommendations, and fostering strong client relationships, • Collaborate with partners and managers to ensure seamless client service delivery and alignment with overall firm objectives Research and Analysis • Conduct thorough tax research and analysis to develop proactive tax planning strategies for clients, identifying opportunities to minimize tax liabilities and optimize financial outcomes, • Collaborate with the internal team to assist in providing expert guidance on complex tax matters, including mergers, acquisitions, restructurings, and other business transactions Client Communication • Effectively communicate complex tax concepts and strategies to clients, tailoring explanations to their understanding and addressing their questions or concerns, • Prepare and deliver presentations to clients on tax-related matters, providing insights into their financial situations and potential tax implications Compliance and Documentation • Review and oversee the preparation of tax returns to ensure accuracy, compliance with regulations, and adherence to internal quality control standards, • Monitor and manage tax filing deadlines, extensions, and other compliance requirements to avoid penalties and ensure timely submissions, • Stay current with federal, state, and local tax laws, regulations, and changes, ensuring the firm and its clients are compliant with the latest tax requirements Team Collaboration • Collaborate with other tax professionals within the firm to share insights, knowledge, and best practices, • Supervise and mentor tax staff, providing guidance, training, and feedback to foster their professional growth and ensure the quality of their work, • Cultivate a collaborative team environment, promoting knowledge sharing and effective communication among team members, • Participate in internal training sessions to enhance your technical skills and stay updated on industry trends Process Improvement and Innovation • Identify opportunities to enhance tax workflows, processes, and methodologies, contributing to the continuous improvement of the firm's tax services Supervisory responsibilities • May supervise subordinate team members Work environment • Work is conducted in a professional office environment with minimal distractions Physical demands • Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time, • Must be able to lift to 15 pounds at a time Travel required • Travel may be frequent and unpredictable, depending on client’s needs Required education and experience • Bachelor’s degree in accounting, finance, or a related field, • 3 – 6 years of relevant experience, • Software: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research Preferred education and experience • Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting, • Actively working towards achieving CPA or Enrolled Agent licensure or relevant certification, if not already attained, • Responsible for completing the minimum CPE credit requirement Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. For job postings in our New York locations, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity in accordance with the New York Human Rights Law. This range considers many factors, including but not limited to a candidate’s knowledge, job specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $105,000 to $136,000. WHO WE ARE UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients’ business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

Korn Ferry has partnered with our client on their search for the role, Portfolio Manager. Purpose of the Position About the Role of Portfolio Manager– Commercial Banking Group A regional Bank is a fast growing, dynamic organization which results in continued changes to our processes and methods of operation. It is essential that applicants for this role be able to apply their commercial lending knowledge and skills to underwrite and, in time, structure and negotiate complex credit facilities. A high degree of independence, self-motivation, and initiative are required for the role which will entail regular interaction with the bank’s most valuable clients and senior management. In addition, the role requires presentations to the Loan Committee and interaction with the Banks executive leadership team. Compensation consists of a base salary and a discretionary annual bonus based on performance. Basic Function: The role reports to the Senior Managing Director, Commercial Banking Group or their designee and will directly or indirectly serve as the primary point of contact for loan facility structuring, underwriting, closing and ongoing portfolio management for new and existing clients. The role will also encompass early-stage discussions with perspective new clients, sourced by our business development team, and with the help of the Sales Team, sell the perspective client on moving forward with the Bank’s proposal. There are no new business development responsibilities. However, the Junior Lender is expected to identify any ancillary banking needs and provide appropriate direction internally. The role requires customer contact, including, in time, structuring and negotiating terms, conditions, and pricing. Our target market is comprised of the nation’s top and demanding law firms handling personal injury cases and Mass Tort and Class Action cases such as Roundup, Opioids and Talc. The bank lends into these relationships to support the firm’s working capital needs, marketing, acquisitions needs with the source of repayment being the attorney fees received from the settlement of these litigations. This position is to continue supporting the Bank’s rapid growth as part of the team that handles the larger and more complicated segment of our business. The successful candidate in this role will be able to execute the underwriting of new loan requests across a broad spectrum of borrowers. This may entail developing custom financial models in Excel, consolidating financial results among multiple entities, engaging with the client to negotiate deal terms and structure, preparing term sheets, interfacing with the originating Business Development Officer with regards to the opportunity status, concerns, and or ultimate loan decision. The role will also include, with support from more senior members of the team, reviewing/negotiating loan documentations such as loan agreements, notes, guaranties, intercreditor agreements, and participation agreements. Some travel will be necessary as our client base is national, but it should be less than 20% of the time. Key Responsibilities Principal Responsibilities: • Underwriting loan requests, • Timely gathering of required file information from clients, • Conduct full scope financial analysis in support of new and ongoing credit exposure, including income statement, balance sheet, and personal financial statement analysis, and pulling and reviewing credit reports, liens, judgments, bankruptcy and criminal background information., • Prepare and present for approval annual reviews and requests for increased credit, modified terms, and facilities for new and existing borrowers., • Communicate with borrowers to discuss their financial situation, address concerns, and obtain additional requirements., • Work with more senior members of the team to negotiate facility terms and support the loan closing and documentation process., • Create and maintain well organized files in an audit ready state., • Identify and escalate issues related to credit concerns or client retention., • Perform other duties and special projects as they may be assigned. The Candidate Skills and Competencies Key Skills Required: • Borrowing base and other commercial lending underwriting experience, • Intermediate to advanced skill set in Excel and other Microsoft Office products, • Excellent inter-personal skills, • Ability to develop trusted relationships with the Bank’s client base, • High energy with intellectual curiosity, • Dedicated work ethic and self-starter, • Work well under pressure, • Excellent written and verbal communication skills, • Excellent organizational skills, • Process oriented when approaching key job responsibilities Background & Experience: • Relevant bachelor’s degree (Finance, Economics, Accounting, Business etc.), • Experience, spanning underwriting of complex commercial loans, • Demonstrated history of strong communication with clients, • Knowledge of Asset Based Lending (ABL) and related covenants, • Excellent organizational and communication skills to manage portfolio workflow, • Ensure that all activities are performed in compliance with the bank’s policies and federal, state, and other regulatory requirements, • Formal credit training is preferred

About Grassi After more than 40 years of business growth and industry change, Grassi has redefined what it means to be an advisor and accountant to today’s businesses and individuals. Nationally ranked as one of the largest and fastest-growing accounting firms in the nation, Grassi is a leading provider of advisory, tax, and accounting services across key sectors including construction, architecture and engineering, not-for-profit, healthcare, manufacturing and distribution, financial services, real estate, and more. Several publications have ranked us among the top accounting firms to work for, highlighting our strength in work-life balance, culture, and wellness categories. With over 550 employees and eleven offices spanning the New York Metropolitan Area, Long Island, the Northeast, Florida, New England, Denver and an international presence in Italy, we are strategically positioned to serve clients locally and globally. In 2023, Grassi became an employee-owned company by implementing an ESOP, establishing our independence and empowering our people to drive the firm’s future success. The ESOP ensures that equity partners and all Grassi U.S. employees have the exclusive opportunity to own the firm’s stock, making them integral to the company’s future. Job Summary We are currently seeking a Tax Manager to join our team in our Jericho, NY office. This role offers an exciting opportunity to be part of a dynamic and growing firm. Responsibilities include, but are not limited to: • Directing Tax Seniors, Semi Seniors, and Associates and staff accountants, • Ensuring that assignments are accomplished within the budgeted time, • Interacting with clients to discuss issues with regard to tax information throughout the year, • Developing technical knowledge through participation in organization meetings, training programs, attending industry events and participation in research activities, • Identifying any risk management issues and proposes potential solutions through various research and collaboration, • Conducting research and drawing conclusions in order to face target issues Qualifications • Bachelor's degree in Accounting required; Master’s degree in taxation or equivalent preferred, • 5+ years of progressive tax preparation, review and supervisory experience, • CPA license is required, • Proficiency with Microsoft Office Suite and Tax software, ProSystems and CCH, • Must be technically proficient in corporate, international, federal and state and local tax, as well as have a solid background in corporate restructuring, mergers and acquisitions, C Corps, partnerships and individual/ trusts, • Strong tax accounting skills with proficiency in US GAAP, tax compliance, corporate consolidated returns, consolidated federal tax returns, partnership returns, and combined state tax returns, • Ability to manage staff on multiple engagements, • Bachelor's degree in Accounting required, • CPA license is required, • Ability to work in a team environment, supervise staff and lead projects, • Ability to work additional hours as needed, • Strong communication skills, both verbal and written, • Ability to manage multiple priorities in a deadline-driven environment, • Maintains a high level of professionalism and consistently demonstrates respect for others Why Grassi? Our firm is consistently ranked by Vault.com and the Best Places to Work group for our commitment to compensation, paid time off, work-life balance, culture and more. Some of the ways we accomplish this include: Flexibility: Our work-life balance initiatives include generous paid time off, flexible “Dress for Your Day” dress code, telecommuting options, flex-time policies, and summer hours, enhanced by our Floating Summer Friday’s program, which allows team members three extra Fridays off during the summer months in addition to their PTO. Company Culture: Here at Grassi we are dedicated to creating an environment for our team members that is positive, productive, and aligns with our company’s high standards of inclusivity, diversity, and equity. We work closely with our DEI Council and Grassi Women’s Council to organize events throughout the year to bring the firm together for open dialogue and awareness of global diversity issues. Through our charitable initiative, Grassi Gives Back, we proudly support organizations such as Ronald McDonald House, Toys for Tots, Autism Speaks, Long Island Cares, and many of our nonprofit clients. Benefits Package: Competitive base compensation with eligibility for a raise and bonus each June or December based on performance metrics and level. Medical, Dental, and Vision Insurance, employer contribution to life insurance, 401(k) plan, ESOP, and client and employee referral bonus program. ESOP Owned: The ESOP ensures that equity partners and all Grassi U.S. employees have the exclusive opportunity to own the firm’s stock, making them integral to the company’s future. Unlike many other ESOPs, Grassi’s is privately funded, with no outside investors or private equity firms involved in the plan. CPA Incentive: Financial assistance toward the achievement of the CPA certification which includes the cost of the CPA study materials, CPA exam registration and sitting fees for all 4 parts (up to 2 x per part), plus the CPA application and licensing fees. Paid study time during work hours, additional paid time off to take your scheduled exam and a bonus paid upon passing the CPA exam. Learning and Development: We offer Continuing Professional Education (CPE) opportunities, including both technical and soft skills training. These opportunities are available through internal courses and external programs led by well-known industry instructors, all at no cost to our employees. Wellness Resources: Discounted gym memberships and various wellness initiatives and programs such as the CALM app that helps our team members lower stress, decrease anxiety, improve focus, and get more restful sleep. Compensation for this role is determined based on a combination of factors, including but not limited to your relevant experience, skills, certifications, and geographic location. We strive to offer competitive, equitable pay, that reflects the value each team member brings to the organization. In addition to base salary, we offer a comprehensive benefits package that includes performance-based incentives, wellness and retirement programs, and opportunities for continuous professional development. Salary ranges are provided to offer transparency and may vary depending on final candidate qualifications and local market conditions. Please find compensation information below for candidates residing in the following market(s): New York ranges are from $110,000 – $160,000 New Jersey ranges are from $110,000 – $160,000 Recruitment Fraud Notice: Grassi Advisory Group, Inc. and its affiliated entities (“Grassi”) will never ask candidates to pay fees, purchase equipment, or provide payment information. Legitimate recruiting communications from Grassi are sent only from an @grassiadvisors.com email address and will not be conducted via text message, WhatsApp, or other messaging apps. If you are unsure about a communication, do not respond, please verify it by calling Grassi’s main phone number listed on our official website.

About the Job GOAT USA is seeking an experienced and detail-oriented Controller to lead our accounting operations and support the continued growth of our business. This role will oversee the accuracy and integrity of our financial reporting, including the general ledger, month-end and year-end close, inventory accounting, accounts payable and receivable, tax compliance, audits, and internal controls. The ideal candidate brings strong technical accounting expertise, hands-on NetSuite experience, and a deep understanding of inventory and multi-channel retail businesses. As the leader of the Accounting function, the Controller will develop scalable processes and controls, lead and develop the accounting team, and partner across the organization to ensure our financial infrastructure continues to evolve as GOAT USA grows across retail, e-commerce, wholesale, events, and other channels. Job Title Controller Job Purpose: The Controller is responsible for leading GOAT USA’s accounting operations and ensuring the accuracy, integrity, and timeliness of the Company’s financial records and reporting. This role oversees the general ledger, monthly and year-end close processes, financial statements, accounts payable, accounts receivable, inventory accounting, cash management, payroll accounting, tax compliance, reconciliations, and internal financial controls. The Controller will establish and maintain scalable accounting policies, procedures, and controls that support GOAT USA’s continued growth across retail, e-commerce, wholesale, events, and other business channels. This position will partner closely with executive leadership and department leaders to provide accurate financial information, identify risks and opportunities, improve financial processes, and support informed business decisions. As the leader of the Accounting function, the Controller is responsible for developing and managing the accounting team, establishing clear expectations and deadlines, and ensuring financial activities are completed accurately and efficiently. The Controller will also serve as a primary point of contact for external accounting firms, auditors, tax advisors, financial institutions, tax software providers, and applicable state and regulatory agencies. Duties and Responsibilities • Lead GOAT USA’s day-to-day accounting operations and ensure financial transactions are recorded completely, accurately, and in accordance with established accounting policies and applicable accounting standards., • Lead the monthly and year-end close processes, establishing appropriate close calendars, deadlines, reconciliations, reviews, and controls to ensure timely and accurate reporting., • Oversee the general ledger, account reconciliations, journal entries, accruals, prepaid expenses, fixed assets, and other accounting activities., • Oversee Accounts Payable and Accounts Receivable, including invoicing, collections, vendor payments, aging, schedules, credit cards reconciliations, and related controls., • Ensure inventory balances, movements, adjustments, reserves, write-offs, and cost of goods sold are accurately recorded and reconciled., • Oversee accounting for product costs, freight, duties, and other applicable costs to ensure inventory and cost of goods sold are accurately stated in NetSuite., • Ensure accurate recording and reconciliation of sales, returns, discounts, gift cards, loyalty programs, sales tax, payment processors and merchant fees for all GOAT USA’s sales channels, • Review balance sheet accounts and supporting schedules and ensure reconciling items are researched and resolved in a timely manner., • Establish, document, implement, and continuously improve accounting policies, procedures, internal controls, and approval processes to safeguard GOAT USA and reduce financial risk., • Identify opportunities to automate and improve accounting processes, reporting, reconciliations, and financial controls as GOAT USA continues to scale., • Manage GOAT USA’s sales and use tax compliance processes, franchise tax matters, including registrations, filings, payments, reconciliations, and ongoing requirements across applicable state and local jurisdictions., • Maintain appropriate state registrations and financial/tax-related filings as required by GOAT USA’s operations., • Serve as a primary liaison with external accounting firms, tax advisors, auditors, banks, financial institutions, tax software providers, and applicable government agencies, maintaining appropriate state registrations and financial/tax-related filings as required by the GOAT USA's operations., • Lead the annual financial statement audit or review process, including preparation of schedules, supporting documentation, reconciliations, and responses to auditor requests., • Ensure compliance with applicable financial reporting requirements, tax requirements such as federal, state, and local income tax, GOAT USA’s policies, and internal controls., • Oversee the accounting treatment of fixed assets, prepaid expenses, accruals, leases, and other balance sheet accounts., • Partner with Technology and other stakeholders on accounting systems, integrations, financial data, and process improvements to strengthen the accuracy and scalability of the GOAT USA’s financial infrastructure., • Develop accounting reporting and processes that can effectively support continued growth in transaction volume, sales channels, locations, and business complexity., • Proactively identify financial, accounting, compliance, and control risks and recommend appropriate corrective actions to leadership., • Perform other accounting and financial responsibilities as required to support the needs and continued growth of the business. Requirements • Bachelor’s Degree in Accounting, Finance, or a related field required., • CPA certification is preferred., • NetSuite ERP experience is required., • 10+ years of accounting and tax experience., • Experience within apparel, retail, e-commerce, consumer products, or another inventory-based business is a plus., • Strong knowledge of U.S. GAAP and financial reporting principles., • Demonstrated expertise in inventory accounting, COGS, gross margin and inventory reserves., • Experience with multi-channel revenue environments, including retail, e-commerce, and wholesale, preferred., • Experience managing multi-state sales and use tax compliance and working with external tax advisors preferred., • Experience coordinating financial statement audits or reviews and working directly with external accounting firms and auditors., • Experience leading and managing an accounting team, including direct reports, with the ability to coach, develop, and hold team members accountable for performance., • Strong analytical and financial problem-solving skills with exceptional attention to detail and accuracy., • Strong understanding of accounting systems and financial technology., • Advanced proficiency in Microsoft Excel and proficiency in Microsoft Office Suite., • Excellent verbal and written communication skills with the ability to communicate financial information effectively to both financial and non-financial stakeholders., • Ability to communicate effectively in English., • Full-Time, exempt., • Normal working hours are from 9:00 a.m. to 5:30 p.m., Monday through Friday; must be flexible to work evenings and occasional weekends during month-end, year-end, audits, and other business-critical periods., • Location: Fully in-person, Plainview, NY. ABOUT US GOAT USA is an American casual lifestyle brand built on confidence, connection, and passion. Founded on Long Island in 2016, the brand was created by showing up, building real relationships, and earning trust through everyday interactions. What started in a basement has grown into a nationwide presence, shaped by a commitment to authenticity and a customer-first experience. We design classic, go-to pieces that balance comfort and style, with collections that evolve through fabric, texture, and fit. Each piece is made to feel natural, versatile, and part of everyday life. Our growth is driven by meaningful connections—through live event across the country, our e-commerce platform, brick-and-mortar stores, and partnerships with leading retailers. With a team of over 150 employees and more than 365 live events annually, we continue to expand while staying rooted in community. At the center of it all is Chuck the GOAT, a symbol of self-belief, positivity, and showing up as the greatest version of yourself. Please visit our Instagram at @goatusa and our website, _ for a better understanding of the brand, product line, and founder’s story. Ordinary people do extraordinary things. Full Time U.S. Employee Benefits Include • Paid vacation and sick time, • Health Insurance, • 401(k), • DCA/ FSA account, • Employee discount, • And more Life at GOAT USA Life at GOAT USA is dynamic, fun, and welcoming, where every team member contributes to our energetic and collaborative culture. We believe in celebrating our team with perks like free lunch once a week, complementary drinks and snacks, and generous discounts on all GOAT USA products. Join us and be part of a company that values passion, creativity, and community! COMPENSATION The salary for this role is $110,000 annually. The salary offered will take into account a number of factors, including the applicant job-related knowledge, skills, and experience, among other factors. A bonus may be included as part of the compensation package offer. Equal Employment Opportunity Statement GOAT USA is proud to be an equal opportunity employer. We are committed to equal employment opportunity regardless of race, sex, religion, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, veteran status or any other basis protected by law. GOAT USA considers all qualified applicants regardless of criminal histories, consistent with legal requirements.

JOB SUMMARY As an Audit Manager, you will be a key leader responsible for overseeing the planning, execution, and successful completion of audit engagements. Your extensive experience in audit and assurance, combined with your leadership skills, will drive the firm's commitment to delivering exceptional client service, maintaining high-quality standards, and fostering team growth. JOB DESCRIPTION Engagement Leadership • Lead and manage a team of audit professionals, including senior and staff members, in planning, executing, and concluding audit engagements, • Ensure adherence to engagement timelines, budgets, and firm standards Client Relationship Management • Build and maintain strong client relationships, serving as the primary point of contact for audit engagements, • Provide strategic insights and recommendations to clients for improving financial processes, controls, and reporting Audit Planning and Strategy • Collaborate with partners and directors to develop comprehensive audit strategies and plans that address client-specific risks and objectives, • Oversee the allocation of resources, assignment of roles, and development of audit programs Audit Execution, Review, Technical Expertise • Conduct complex audit procedures, review workpapers, and assess audit findings to ensure the accuracy and integrity of financial statements and disclosures, • Monitor the progress of audit engagements, providing guidance to resolve challenges and meet milestones, • Stay abreast of evolving accounting standards, regulatory changes, and industry trends, and apply this knowledge to engagement, • Provide expert guidance to the team on complex accounting and auditing issues Team Development and Mentorship • Coach, mentor, and develop audit staff and senior team members, fostering a culture of continuous learning and professional growth, • Conduct performance evaluations, provide feedback, and identify opportunities for skill development Quality Control and Assurance • Ensure the accuracy, completeness, and compliance of audit documentation, reports, and conclusions with firm standards and regulations, • Implement best practices and methodologies to enhance the quality of audit engagements Business Development • Identify opportunities to expand the firm's client base and service offerings, • Contribute to business development activities, including client proposals, presentations, and networking Supervisory responsibilities • Will supervise subordinate team members Work environment • Work is conducted in a professional office environment with minimal distractions Physical demands • Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time, • Must be able to lift to 15 pounds at a time Travel required • Travel may be frequent and unpredictable, depending on client’s needs Required education and experience • Bachelor’s degree in accounting, finance, or a related field, • 5 – 8 years of relevant experience, • 5+ years of relevant audit experience within a CPA firm, with progressive leadership responsibilities, • CPA license is required; equivalent certifications are required for IT audit, • Responsible for completing the minimum CPE credit requirement, • Experience with Gaming, Casinos, Digital Currency, Blockchain, Crypto Preferred education and experience • Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice For job postings in our New York locations, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity. This range considers many factors, including but not limited to a candidate’s knowledge, job specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $130,000 to $180,000. WHO WE ARE UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients’ business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

About Grassi After more than 40 years of business growth and industry change, Grassi has redefined what it means to be an advisor and accountant to today’s businesses and individuals. Nationally ranked as one of the largest and fastest-growing accounting firms in the nation, Grassi is a leading provider of advisory, tax, and accounting services across key sectors including construction, architecture and engineering, not-for-profit, healthcare, manufacturing and distribution, financial services, real estate, and more. Several publications have ranked us among the top accounting firms to work for, highlighting our strength in work-life balance, culture, and wellness categories. With over 550 employees and eleven offices spanning the New York Metropolitan Area, Long Island, the Northeast, Florida, New England, Denver and an international presence in Italy, we are strategically positioned to serve clients locally and globally. In 2023, Grassi became an employee-owned company by implementing an ESOP, establishing our independence and empowering our people to drive the firm’s future success. The ESOP ensures that equity partners and all Grassi U.S. employees have the exclusive opportunity to own the firm’s stock, making them integral to the company’s future. Job Summary We are currently seeking a Tax Manager to join our team in our Jericho, NY office location. Our new office is anticipated to officially open in September 2026. This is a hybrid position with an expectation of three days per week onsite. This role offers an exciting opportunity to be part of a dynamic and growing firm. Responsibilities include, but are not limited to: • Managing Tax Seniors, Semi Seniors, and Associates and staff accountants, • Ensuring that assignments are accomplished within the budgeted time, • Leading client engagements from start to finish, • Interacting with clients to discuss issues with regard to tax information throughout the year, • Developing technical knowledge through participation in organization meetings, training programs, attending industry events and participation in research activities, • Identifying any risk management issues and proposes potential solutions through various research and collaboration, • Conducting research and drawing conclusions in order to face target issues Qualifications • Bachelor's degree in Accounting required; Master’s degree in taxation or equivalent preferred, • 5+ years of progressive tax preparation, review and supervisory experience, • CPA license is required, • Industry agnostic experience considered; Construction, manufacturing & distribution, real estate, and financial services industry experience desired, • Proficiency with Microsoft Office Suite and Tax software, ProSystems and CCH, • Strong tax accounting skills with proficiency in US GAAP, tax compliance, corporate consolidated returns, consolidated federal tax returns, partnership returns, and combined state tax returns, • Ability to conduct detailed review of various tax returns, • Ability to manage staff on multiple engagements, • Ability to work in a team environment, supervise staff and lead projects, • Ability to work additional hours as needed, • Strong communication skills, both verbal and written, • Ability to manage multiple priorities in a deadline-driven environment, • Maintains a high level of professionalism and consistently demonstrates respect for others Why Grassi? Our firm is consistently ranked by Vault.com and the Best Places to Work group for our commitment to compensation, paid time off, work-life balance, culture and more. Some of the ways we accomplish this include: Flexibility: Our work-life balance initiatives include generous paid time off, flexible “Dress for Your Day” dress code, telecommuting options, flex-time policies, and summer hours, enhanced by our Floating Summer Friday’s program, which allows team members three extra Fridays off during the summer months in addition to their PTO. Company Culture: Here at Grassi we are dedicated to creating an environment for our team members that is positive, productive, and aligns with our company’s high standards of inclusivity, diversity, and equity. We work closely with our DEI Council and Grassi Women’s Council to organize events throughout the year to bring the firm together for open dialogue and awareness of global diversity issues. Through our charitable initiative, Grassi Gives Back, we proudly support organizations such as Ronald McDonald House, Toys for Tots, Autism Speaks, Long Island Cares, and many of our nonprofit clients. Benefits Package: Competitive base compensation with eligibility for a raise and bonus each June or December based on performance metrics and level. Medical, Dental, and Vision Insurance, employer contribution to life insurance, 401(k) plan, ESOP, and client and employee referral bonus program. ESOP Owned: The ESOP ensures that equity partners and all Grassi U.S. employees have the exclusive opportunity to own the firm’s stock, making them integral to the company’s future. Unlike many other ESOPs, Grassi’s is privately funded, with no outside investors or private equity firms involved in the plan. CPA Incentive: Financial assistance toward the achievement of the CPA certification which includes the cost of the CPA study materials, CPA exam registration and sitting fees for all 4 parts (up to 2 x per part), plus the CPA application and licensing fees. Paid study time during work hours, additional paid time off to take your scheduled exam and a bonus paid upon passing the CPA exam. Learning and Development: We offer Continuing Professional Education (CPE) opportunities, including both technical and soft skills training. These opportunities are available through internal courses and external programs led by well-known industry instructors, all at no cost to our employees. Wellness Resources: Discounted gym memberships and various wellness initiatives and programs such as the CALM app that helps our team members lower stress, decrease anxiety, improve focus, and get more restful sleep. Recruitment Fraud Notice: Grassi Advisory Group, Inc. and its affiliated entities (“Grassi”) will never ask candidates to pay fees, purchase equipment, or provide payment information. Legitimate recruiting communications from Grassi are sent only from an @grassiadvisors.com email address and will not be conducted via text message, WhatsApp, or other messaging apps. If you are unsure about a communication, do not respond, please verify it by calling Grassi’s main phone number listed on our official website.

Job Description Automotive Biller Huntington Hyundai & Genesis Pay: $21.00- $25.00 per hour Job Type: Full-time The Role We are looking for an experienced biller to join our team! As an Automotive Biller at Huntington Hyundai & Genesis you play a crucial role in the sales and finance process of every vehicle transaction, ensuring deals are processed accurately and efficiently from start to finish. Your Impact The primary functions of this role include, but are not limited to: • Billing all new and pre-owned retail and lease deliveries, • Verifying costs and transaction details for each vehicle sale, • Receiving and processing all paperwork from the F&I department, • Ensuring all vehicle registration paperwork is properly processed and submitted, • Maintaining compliance with required documentation, regulations, and standards, • Managing records and preparing forms and reports as needed, • Communicating effectively with the sales, accounting, and finance teams, • Providing additional administrative support as needed, • Performing other duties as assigned Who You Are • Strong DMV knowledge, with the ability to verify and separate deals, • Prior billing experience at an automotive dealership required, • ORLS experience a plus, • Punctual, reliable, and dependable, • Flexible schedule, including availability to work Saturdays, • Attentive, welcoming, and professional demeanor, • Excellent verbal and written communication skills, • Able to handle confidential information with discretion, • Highly organized with strong attention to detail, • Strong problem-solving and analytical skills Who We Are Our Heritage: Huntington Jeep Chrysler Dodge Ram proudly stands as one of the most enduring Jeep dealerships on Long Island, with a history spanning over 75 years. Huntington Hyundai & Genesis is the original Hyundai dealership in New York, with roots dating back to the inception of the Hyundai brand in the United States. Over the years, we have played a pivotal role in selling and servicing Jeep, Chrysler, Dodge, Ram, Hyundai, and Genesis vehicles, helping our local community experience the quality, innovation, and value these manufacturers offer. Family Owned and Operated: We take pride in being a family-owned and operated dealership. This distinction sets us apart in our industry — we bring a personal touch, dedication, and commitment to excellence that comes from a close-knit team, and we extend that same care to our customers, treating them as part of our extended family. Rooted in Huntington and Beyond: Our roots run deep in Huntington and the surrounding areas, where we've built lasting relationships and trust with our customers over decades of service. What We'll Give You • Paid Time Off, • Medical, Dental, and Vision Insurance, • Pet Insurance, • Aflac Insurance, • 401(k) with Employer Contribution, • Paid Holidays, • Volunteer Time Off, • Employee Purchase Program, • Degrees@Work College Program, • Perks & Discount Program, • Referral Programs, • Employee Recognition Programs, • Monthly Celebrations

Job Description Job Description We are a public accounting firm looking for an experienced tax professional to join our team. The firm provides tax planning, tax return preparation, merger and acquisition consulting, and management and business consulting to companies in the greater New York area. Job Description · Preparation of federal and state income tax returns for individuals, businesses and fiduciaries · Review of staff prepared federal and state income tax returns · Preparation and review of clients' books and records · Analyze financial statements · Train junior accounting staff · Special projects · Interact with clients Desired Skills and Experience · Must have CPA license and 5 - 7 years of experience working in a CPA firm · Self-motivated, demonstrates initiative and flexibility to adapt to changing priorities · Ability to proactively manage multiple tasks under tight deadlines and thrive in a fast-paced, dynamic environment · Excellent interpersonal and oral communication skills · Advanced knowledge of Microsoft Office · Proficient in QuickBooks · High-level analytical and reasoning skills · Attention to detail · Experience in tax research · Ability to work in a team environment · Lacerte experience a plus Flexible work schedule available Eckhardt & Company, P.C. offers a competitive salary, benefits and a flexible environment, balancing family and quality of life with rewarding interactions among clients and co-workers Job Types: Full and Part-time opportunities available

Job Description Experienced Seasonal Tax Reviewer Location: Huntington, NY Employment Type: Seasonal / Part-Time, with Potential for Future Full-Time Employment Work Arrangement: On-site or Possible Hybrid Position Overview Established CPA firm seeking an experienced Tax Reviewer for the upcoming tax season, with the potential to transition into a permanent, full-time position. The ideal candidate will have extensive experience reviewing individual and business tax returns, strong technical tax knowledge, and the ability to work independently with minimal supervision. Proficiency in Lacerte tax preparation software is mandatory. Key Responsibilities • Review individual and business tax returns for accuracy, completeness, and compliance with federal and state tax laws, including Forms 1040, 1120, 1120-S, 1065, and 1041., • Perform detailed tax return reviews using Lacerte tax software., • Review tax calculations, supporting documentation, and workpapers., • Identify potential tax issues and recommend appropriate adjustments., • Ensure compliance with applicable tax regulations and professional standards., • Communicate review comments and provide guidance to tax preparers as needed., • Manage multiple returns and meet deadlines during the busy tax season. Required Qualifications • Demonstrated proficiency in Lacerte tax software — REQUIRED., • Significant experience preparing and reviewing individual and business tax returns in a public accounting environment., • Strong knowledge of federal and state income tax regulations., • Extensive experience with pass-through entities, including partnerships and S corporations., • Ability to independently review complex tax returns with minimal supervision., • Excellent analytical, organizational, and communication skills., • Strong attention to detail and ability to manage tax season deadlines. Preferred Qualifications • CPA or Enrolled Agent designation., • Experience reviewing complex individual and business tax returns involving multiple states. Compensation and Employment Opportunities • Competitive compensation commensurate with experience., • Flexible work arrangements, with possible hybrid scheduling., • Opportunity for permanent, full-time employment following the tax season, based on performance and the firm's staffing needs.

Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round Business Tax 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 Business Tax 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 experts, serving in-person customers who use Intuit TurboTax products. Your primary focus will be full-service tax preparation for both consumers and all business entity types such as Sole Prop, PTEs (S corps and Partnerships), providing expert tax advice, planning services, and software support, but your responsibility extends beyond that. You will serve as the primary point of contact for your customers as their dedicated Expert, owning the overall relationship and delivering both tax strategy and tax preparation services. You will develop a deep understanding of each customer's full financial picture and ensure they receive proactive, personalized guidance. As customer needs require additional expertise in bookkeeping, payroll, etc., you won't work alone—behind you is a team of bookkeeping specialists who support core accounting functions like reconciliation, payroll, and day-to-day bookkeeping. While customers may occasionally interact directly with these experts for specific accounting needs, you remain the central relationship owner, ensuring continuity and a seamless experience across all services. Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, strategic planning, or quarterly business review. 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 nonexempt and requires onsite presence at a TurboTax store in the United States. What You'll Do: Provide Tax Expertise - Give hands-on tax advice and complete tax preparation services for TurboTax consumer and business clients, 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. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and facilitating with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma services that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals. 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. 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. 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: Strong business tax preparation experience and extensive knowledge of tax laws as evidenced by 3 or more years of recent experience preparing federal and state business tax returns (1065 and/or 1120-S) for at least 20 clients/customers per season for compensation, using commercial tax preparation software. Minimum of 3 seasons of personal tax preparation experience, with a minimum of 30 tax returns per tax year required, in a tax practice or retail setting, for compensation General knowledge/understanding of bookkeeping required. Bookkeeping experience with books to tax preparation is highly desired and/or willingness to upskill and become a QuickBooks ProAdvisor. Experience preparing Business Tax returns and providing year-round tax prep guidance for small businesses in particular is highly desired. Must possess or be able to obtain any related state licenses, certificates, permits, or bonds. 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: California $33.45 - $40.47 Illinois $30.41 - $37.06 New York $33.45 - $40.47 Washington $31.93 - $38.76 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 (https://www.intuitbenefits.com/) ). 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 Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round Business Tax 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 Business Tax 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 experts, serving in-person customers who use Intuit TurboTax products. Your primary focus will be full-service tax preparation for both consumers and all business entity types such as Sole Prop, PTEs (S corps and Partnerships), providing expert tax advice, planning services, and software support, but your responsibility extends beyond that. You will serve as the primary point of contact for your customers as their dedicated Expert, owning the overall relationship and delivering both tax strategy and tax preparation services. You will develop a deep understanding of each customer's full financial picture and ensure they receive proactive, personalized guidance. As customer needs require additional expertise in bookkeeping, payroll, etc., you won't work alone—behind you is a team of bookkeeping specialists who support core accounting functions like reconciliation, payroll, and day-to-day bookkeeping. While customers may occasionally interact directly with these experts for specific accounting needs, you remain the central relationship owner, ensuring continuity and a seamless experience across all services. Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, strategic planning, or quarterly business review. 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 nonexempt and requires onsite presence at a TurboTax store in the United States. What You'll Do: Provide Tax Expertise - Give hands-on tax advice and complete tax preparation services for TurboTax consumer and business clients, 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. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and facilitating with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma services that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals. 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. 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. 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: Strong business tax preparation experience and extensive knowledge of tax laws as evidenced by 3 or more years of recent experience preparing federal and state business tax returns (1065 and/or 1120-S) for at least 20 clients/customers per season for compensation, using commercial tax preparation software. Minimum of 3 seasons of personal tax preparation experience, with a minimum of 30 tax returns per tax year required, in a tax practice or retail setting, for compensation General knowledge/understanding of bookkeeping required. Bookkeeping experience with books to tax preparation is highly desired and/or willingness to upskill and become a QuickBooks ProAdvisor. Experience preparing Business Tax returns and providing year-round tax prep guidance for small businesses in particular is highly desired. Must possess or be able to obtain any related state licenses, certificates, permits, or bonds. 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: California $33.45 - $40.47 Illinois $30.41 - $37.06 New York $33.45 - $40.47 Washington $31.93 - $38.76 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 (https://www.intuitbenefits.com/) ). 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 Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round Business Tax 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 Business Tax 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 experts, serving in-person customers who use Intuit TurboTax products. Your primary focus will be full-service tax preparation for both consumers and all business entity types such as Sole Prop, PTEs (S corps and Partnerships), providing expert tax advice, planning services, and software support, but your responsibility extends beyond that. You will serve as the primary point of contact for your customers as their dedicated Expert, owning the overall relationship and delivering both tax strategy and tax preparation services. You will develop a deep understanding of each customer's full financial picture and ensure they receive proactive, personalized guidance. As customer needs require additional expertise in bookkeeping, payroll, etc., you won't work alone—behind you is a team of bookkeeping specialists who support core accounting functions like reconciliation, payroll, and day-to-day bookkeeping. While customers may occasionally interact directly with these experts for specific accounting needs, you remain the central relationship owner, ensuring continuity and a seamless experience across all services. Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, strategic planning, or quarterly business review. 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 nonexempt and requires onsite presence at a TurboTax store in the United States. What You'll Do: Provide Tax Expertise - Give hands-on tax advice and complete tax preparation services for TurboTax consumer and business clients, 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. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and facilitating with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma services that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals. 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. 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. 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: Strong business tax preparation experience and extensive knowledge of tax laws as evidenced by 3 or more years of recent experience preparing federal and state business tax returns (1065 and/or 1120-S) for at least 20 clients/customers per season for compensation, using commercial tax preparation software. Minimum of 3 seasons of personal tax preparation experience, with a minimum of 30 tax returns per tax year required, in a tax practice or retail setting, for compensation General knowledge/understanding of bookkeeping required. Bookkeeping experience with books to tax preparation is highly desired and/or willingness to upskill and become a QuickBooks ProAdvisor. Experience preparing Business Tax returns and providing year-round tax prep guidance for small businesses in particular is highly desired. Must possess or be able to obtain any related state licenses, certificates, permits, or bonds. 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: California $33.45 - $40.47 Illinois $30.41 - $37.06 New York $33.45 - $40.47 Washington $31.93 - $38.76 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 (https://www.intuitbenefits.com/) ). 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 Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round Business Tax 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 Business Tax 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 experts, serving in-person customers who use Intuit TurboTax products. Your primary focus will be full-service tax preparation for both consumers and all business entity types such as Sole Prop, PTEs (S corps and Partnerships), providing expert tax advice, planning services, and software support, but your responsibility extends beyond that. You will serve as the primary point of contact for your customers as their dedicated Expert, owning the overall relationship and delivering both tax strategy and tax preparation services. You will develop a deep understanding of each customer's full financial picture and ensure they receive proactive, personalized guidance. As customer needs require additional expertise in bookkeeping, payroll, etc., you won't work alone—behind you is a team of bookkeeping specialists who support core accounting functions like reconciliation, payroll, and day-to-day bookkeeping. While customers may occasionally interact directly with these experts for specific accounting needs, you remain the central relationship owner, ensuring continuity and a seamless experience across all services. Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, strategic planning, or quarterly business review. 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 nonexempt and requires onsite presence at a TurboTax store in the United States. What You'll Do: Provide Tax Expertise - Give hands-on tax advice and complete tax preparation services for TurboTax consumer and business clients, 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. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and facilitating with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma services that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals. 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. 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. 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: Strong business tax preparation experience and extensive knowledge of tax laws as evidenced by 3 or more years of recent experience preparing federal and state business tax returns (1065 and/or 1120-S) for at least 20 clients/customers per season for compensation, using commercial tax preparation software. Minimum of 3 seasons of personal tax preparation experience, with a minimum of 30 tax returns per tax year required, in a tax practice or retail setting, for compensation General knowledge/understanding of bookkeeping required. Bookkeeping experience with books to tax preparation is highly desired and/or willingness to upskill and become a QuickBooks ProAdvisor. Experience preparing Business Tax returns and providing year-round tax prep guidance for small businesses in particular is highly desired. Must possess or be able to obtain any related state licenses, certificates, permits, or bonds. 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: California $33.45 - $40.47 Illinois $30.41 - $37.06 New York $33.45 - $40.47 Washington $31.93 - $38.76 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 (https://www.intuitbenefits.com/) ). 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 Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round Business Tax 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 Business Tax 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 experts, serving in-person customers who use Intuit TurboTax products. Your primary focus will be full-service tax preparation for both consumers and all business entity types such as Sole Prop, PTEs (S corps and Partnerships), providing expert tax advice, planning services, and software support, but your responsibility extends beyond that. You will serve as the primary point of contact for your customers as their dedicated Expert, owning the overall relationship and delivering both tax strategy and tax preparation services. You will develop a deep understanding of each customer's full financial picture and ensure they receive proactive, personalized guidance. As customer needs require additional expertise in bookkeeping, payroll, etc., you won't work alone—behind you is a team of bookkeeping specialists who support core accounting functions like reconciliation, payroll, and day-to-day bookkeeping. While customers may occasionally interact directly with these experts for specific accounting needs, you remain the central relationship owner, ensuring continuity and a seamless experience across all services. Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, strategic planning, or quarterly business review. 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 nonexempt and requires onsite presence at a TurboTax store in the United States. What You'll Do: Provide Tax Expertise - Give hands-on tax advice and complete tax preparation services for TurboTax consumer and business clients, 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. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and facilitating with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma services that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals. 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. 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. 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: Strong business tax preparation experience and extensive knowledge of tax laws as evidenced by 3 or more years of recent experience preparing federal and state business tax returns (1065 and/or 1120-S) for at least 20 clients/customers per season for compensation, using commercial tax preparation software. Minimum of 3 seasons of personal tax preparation experience, with a minimum of 30 tax returns per tax year required, in a tax practice or retail setting, for compensation General knowledge/understanding of bookkeeping required. Bookkeeping experience with books to tax preparation is highly desired and/or willingness to upskill and become a QuickBooks ProAdvisor. Experience preparing Business Tax returns and providing year-round tax prep guidance for small businesses in particular is highly desired. Must possess or be able to obtain any related state licenses, certificates, permits, or bonds. 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: California $33.45 - $40.47 Illinois $30.41 - $37.06 New York $33.45 - $40.47 Washington $31.93 - $38.76 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 (https://www.intuitbenefits.com/) ). 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 Administrative Assistant With some bookkeeping experience for CPA firm in Huntington NY. Minimum 2-3 years experience, Accounting office experience a plus. Entails client interaction by phone and email and in-person office visits during the tax season. Assist in obtaining and following up to gather client information and documents. Must have strong organizational skills and be detailed oriented, able to multitask and proficient in excel and word. Experience in scheduling would be a plus. Will need to convert and maintain files and documents digitally with a cloud server. Weekly timesheets will be required. Immediate permanent part-time position. \nCompany Description CPA Firm, specializing in tax preparation and accounting CPA Firm, specializing in tax preparation and accounting

Job Description Aventine Properties LLC is seeking a reliable and motivated Administrative Assistant for its Real Estate Tax Grievance Business in Huntington Station. This full-time or part-time role offers a great opportunity to support a small team handling various administrative and case preparation tasks related to residential and commercial real estate properties. While prior tax grievance experience is not required, the ideal candidate must be organized, thorough, and possess a positive attitude. This position provides exposure to cross-departmental functions and occasional local travel. Responsibilities • Answer customer calls and respond to queries, • Manage files and assist with case preparation, • Provide general administrative support and bookkeeping, • Assist with in-house mailings and marketing initiatives, • Utilize accounting software, Microsoft Office, and other productivity tools, • Support activities related to residential and commercial property cases Preferred Qualifications • 1+ years of experience in administrative support, • Strong organizational skills and ability to multitask\nCompany Description Aventine Properties LLC is a rapidly growing tax grievance firm serving residential and commercial property owners across Long Island and New York State. We process thousands of assessment appeals annually and are actively building modern infrastructure to support our continued growth. This is a detail-driven, fast-moving practice where accuracy and accountability matter. Aventine Properties LLC is a rapidly growing tax grievance firm serving residential and commercial property owners across Long Island and New York State. We process thousands of assessment appeals annually and are actively building modern infrastructure to support our continued growth. This is a detail-driven, fast-moving practice where accuracy and accountability matter.

Job Description Tax Preparer for permanent part time or full time year-round position. We're a Jericho based Public Accounting Firm looking for an experienced Tax Preparer. Tax returns include: numerous individual high net worth with multiple states, K-1's, self-employed individuals, real estate, etc. NOTE: Seasoned H & R Block and former IRS personnel who wish to work part-time or full time are welcome. Experienced retirees also are welcome. FOCUS IS IN THE INDIVIDUAL TAX AREA. Knowledge of entity type tax returns a plus but not required (C Corps, S Corps, LLC's, Fiduciary, Estates and Trusts, etc.). Candidate should possess research skills, communication skills and computer abilities. Salary competitive and commensurate with experience. IMPORTANT: Please do not respond to this ad if you are just out of school or do not have solid tax experience. We are an office that prepares many tax returns and are looking for candidates that will bring tax experience to the firm. It is also important to note that we will also only hire candidates that are team players.` \nCompany Description For over 50 years our firm has offered personal service, the convenience and efficiency of a small firm combined with a domestic and global focus. Our philosophy is client centric built on long term relationships. A testament to our focus on client relations is that our growth comes largely from referrals. We have always welcomed clients at every level. We work with a multitude of clients from International CEOs and managers to interns and trainees for businesses small and large. Our clients come from various industries both domestic and international including: • Finance, • Professionals, • Entertainment, • Fashion, • Large Corporations, • Small Business, • Retail/Wholesale, • Sports For over 50 years our firm has offered personal service, the convenience and efficiency of a small firm combined with a domestic and global focus. Our philosophy is client centric built on long term relationships.\r\n\r\n A testament to our focus on client relations is that our growth comes largely from referrals. We have always welcomed clients at every level. We work with a multitude of clients from International CEOs and managers to interns and trainees for businesses small and large. \r\n\r\n Our clients come from various industries both domestic and international including:\r\n• Finance\r\n• Professionals\r\n• Entertainment \r\n• Fashion\r\n • Large Corporations\r\n• Small Business \r\n• Retail/Wholesale\r\n• Sports

Job Description Accountant Tax/ Tax Preparer/ Reviewer - Jericho, Long Island based accounting firm looking for permanent part time or full time year-round position for very experienced tax accountant to prepare and review tax returns. Tax returns including: numerous individual high net worth with multiple states, K-1's, self-employed individuals, real estate and foreign issues. NOTE: The firm has an international niche, so knowledge of US-international tax issues would be a plus (examples: foreign tax credits, non-resident returns, income sourcing, FBARS, FATCA, etc.). Knowledge of entity and other returns including: C Corps, S Corps, LLC's, Fiduciary, Estates and Trusts, etc. is desirable. Candidate should possess excellent research skills, communication skills and computer abilities. Salary competitive and commensurate with experience. IMPORTANT: Please do not respond to this ad if you are just out of school or do not have solid tax experience. We are an office that prepares many tax returns and are looking for candidates that will bring tax experience to the firm. It is also important to note that we will also only hire candidates that are team players. \nCompany Description For over 50 years our firm has offered personal service, the convenience and efficiency of a small firm combined with a domestic and global focus. Our philosophy is client centric built on long term relationships. A testament to our focus on client relations is that our growth comes largely from referrals. We have always welcomed clients at every level. We work with a multitude of clients from International CEOs and managers to interns and trainees for businesses small and large. Our clients come from various industries both domestic and international including: • Finance, • Professionals, • Entertainment, • Fashion, • Large Corporations, • Small Business, • Retail/Wholesale, • Sports For over 50 years our firm has offered personal service, the convenience and efficiency of a small firm combined with a domestic and global focus. Our philosophy is client centric built on long term relationships.\r\n\r\n A testament to our focus on client relations is that our growth comes largely from referrals. We have always welcomed clients at every level. We work with a multitude of clients from International CEOs and managers to interns and trainees for businesses small and large. \r\n\r\n Our clients come from various industries both domestic and international including:\r\n• Finance\r\n• Professionals\r\n• Entertainment \r\n• Fashion\r\n • Large Corporations\r\n• Small Business \r\n• Retail/Wholesale\r\n• Sports

Job Description Position Summary The Accounting Administrator is responsible for supporting the day-to-day financial operations of the organization. This role touches a broad range of accounting functions including payroll, accounts payable, bank reconciliations, general ledger maintenance, and financial reporting making it an excellent fit for someone who enjoys variety, values accuracy, and takes ownership of their work. The ideal candidate brings hands-on accounting experience, strong organizational skills, and a genuine commitment to supporting a mission that makes a difference in the community. ABOUT US St. Vincent de Paul Long Island (SVDPLI) is a nonprofit organization dedicated to serving those in need throughout Nassau and Suffolk Counties. With compassion at our core we deliver direct, person-to-person assistance where it’s needed most. We offer financial aid, furniture, food, clothing, and other essential resources to help individuals and families facing hardship regain their footing, restore their dignity, and move toward stability. Our work is grounded in compassion, dignity, and hope. Through person-to-person support, our vision is to alleviate poverty and suffering, empowering our neighbors to overcome challenges, build better futures, and strengthen our communities. KEY RESPONSIBILITIES • Handle end-to-end payroll processing, recordkeeping, and quarterly tax reconciliations, • Manage accounts payable, from invoice intake through payment and check processing, • Prepare bank deposits, perform reconciliations, and maintain accurate general ledger balances, • Complete monthly journal entries, account analyses, and month-end close activities, • Prepare financial reports, including income statement analysis, district funding activity, and annual event P&L, • Support annual budgeting and internal, annual, and workers' compensation audits, • Reconcile furniture purchases, process conference credits, and prepare and import sales journals, • Maintain organized accounting files and records QUALIFICATIONS & REQUIREMENTS • Associate's or Bachelor's degree in Accounting, Finance, or a related field preferred, • 3+ years of accounting, bookkeeping, or payroll experience, • Proficiency with accounting software; Business Works experience is a plus, • Strong Excel and spreadsheet skills, • Solid knowledge of accounts payable, bank reconciliations, payroll processing, and general ledger accounting, • Sharp attention to detail and strong organizational skills, • Ability to juggle multiple priorities and meet deadlines, • Clear communication and solid problem-solving skills, • Experience working in a nonprofit or social service environment is a plus WHY WORK HERE • At SVDPLI, you won't just have a job you'll have a purpose., • Be part of a team that shows up for neighbors in their most vulnerable moments, • Work for a mission driven team committed to serving the community with compassion and integrity, • Be where your work matters, your voice is heard, and your contributions make a real difference WORKING CONDITIONS/PHYSICAL DEMANDS • Normal office requirements with long periods of standing and sitting, • Ability to work at a computer for extended period of time, • Must be able to frequently walk up and down stairs, • Must be able to lift more than 25 lbs. and assist others to do the same. PAY RANGE: $55K-$70K HOW TO APPLY: Please email a resume and cover letter to hr@svdpli.org by October 31, 2026. Please refer to the job title in the subject line. The statements on the job description are intended to describe the general nature and level of work being performed by the person(s) assigned to do this job. The job description is not intended to be an exhaustive list of all responsibilities and duties required. *External and internal applicants, as well as position incumbents who become disabled as defined under the Americans with Disabilities Act must be able to perform the essential job functions (as listed on the job description) either unaided or with the assistance of a reasonable accommodation to be determined by management on a case-by-case basis. St. Vincent De Paul provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

Job Description Assistant Purchasing Agent – HVAC Airside Materials & Equipment The Assistant Purchasing Agent supports the mechanical side of the business by procuring HVAC airside materials and equipment for active construction projects. Initial responsibilities center on damper orders: reviewing submittals and specifications, requesting quotes, placing purchase orders, and tracking deliveries so product arrives on the jobsite when the field needs it. The role will expand over time to cover additional airside products as the person grows into it. What You’ll Do: Damper Procurement (Primary Focus) • Prepare quote requests and place orders for volume dampers, fire dampers, smoke dampers, combination fire/smoke dampers, backdraft and barometric dampers, control dampers, and associated sleeves, access doors, and actuators., • Review project drawings, mechanical schedules, and specifications to confirm damper type, size, rating, class, and quantity before ordering., • Cross-check orders against approved submittals, including UL listings, fire and leakage ratings, and any NYC code or project-specific requirements., • Verify quotes, lead times, and freight terms, and confirm what is included or excluded (actuators, factory sleeves, installation angles, and so on). Airside Materials & Equipment (Developing Scope) • Support purchasing of grilles, registers, diffusers, louvers, VAV and terminal units, air handling and fan equipment, flexible duct, duct accessories, and insulation, as assigned., • Assist with bid and quote comparisons across multiple suppliers and manufacturers' representatives. Order Management & Coordination • Create and maintain purchase orders in the company's accounting and project management system., • Track orders from release through delivery, and expedite when shipments are at risk of delaying the schedule., • Coordinate with project managers, estimators, foremen, and the shop on release schedules, delivery dates, and jobsite receiving., • Process change orders, revisions, returns, and shipping damage or shortage claims with vendors., • Review vendor invoices and packing slips against POs and resolve discrepancies with accounts payable. Vendor Relations & Recordkeeping • Build and maintain relationships with manufacturers, reps, and distributors., • Maintain accurate order logs, submittal-to-PO records, pricing history, and vendor contact information., • Support the purchasing team in meeting budget and cost-tracking goals on assigned projects. What You Need: • High school diploma or equivalent., • 1–3 years of purchasing, procurement, or project coordination experience, preferably in construction or building trades., • Ability to read and interpret mechanical drawings, equipment schedules, and specifications., • Working knowledge of HVAC components and terminology, or demonstrated ability to learn quickly., • Strong attention to detail, with the ability to catch size, rating, and quantity mismatches before an order is placed., • Proficiency in Microsoft Office (especially Excel) and comfort with ERP, accounting, or project management software., • Clear written and verbal communication skills. Preferred • Experience purchasing HVAC or sheet metal products, especially dampers, from manufacturers or distributors., • Familiarity with fire and smoke damper standards (UL 555 / 555S) and with NYC construction requirements., • Experience with Vista/Viewpoint or similar construction ERP systems., • Associate's or bachelor's degree in business, supply chain, construction management, or a related field. What We Offer: • Premium medical coverage with a fully loaded Visa card for copays and prescriptions, • Complete health package – company-paid vision, dental, and life insurance, • Financial security – company-paid long-term disability and 401(k) with 100% company match, • Grow your career – tuition reimbursement for continued education, • Work-life balance – 10 paid holidays plus PTO, • Peace of mind – comprehensive coverage so you can focus on what matters P.J. Mechanical Corp. values diversity and is committed to creating an inclusive environment for all employees. We are an equal opportunity employer and make employment decisions based on merit, qualifications, and business needs and are committed to providing a work environment free from discrimination and harassment. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected characteristic under applicable law. About the company: Since 1971, P.J. Mechanical Corp. has established itself as New York's premier leader in HVAC construction, installation, service, and maintenance. What sets us apart as an employer is our commitment to excellence through comprehensive project management, specialized expertise in complex environments like data centers, and our unique one-stop service model through strategic affiliates including Delta Sheet Metal, PJ Mechanical Service & Maintenance Corp., and FW Sims. Our experienced teams handle everything from ground-up construction to intricate renovations, working collaboratively across disciplines to deliver exceptional results. We offer our professionals the opportunity to work on diverse, challenging projects while being part of an established organization that values technical expertise, continuous learning, and provides the resources and support needed to advance your career in the dynamic HVAC industry.

Job Description Long Island promotion agency closely held family Company is seeking a hands-on Controller. This is an onsite full-time position. Qualified candidates should submit their resume in confidence. Job summary: The Controller provides: accounting, financial operations which encompass the recording of accounting/financial transactions, payroll, cash disbursements and receipts, cash flow, internal and external reports, financial planning and related areas, upgrading the quality of reporting systems, direction and strategy regarding all financial areas of the Company. The position also provides operational and day-to-day support to the Company. The ideal person combines experience in finance/accounting, strategic knowledge and team management. Job responsibilities may include but are not limited to: • Supervise the recording of AR and AP, check preparation and signing and bank reconciliations, • Prepares monthly and Annual financial statements, • Lend expertise and support in the development of the company’s strategic plans, • Monitor the financial performance of the company, determination of gross profit on job basis, • Movement of excess cash between accounts to maximize investment income, • Communicate financial metrics to management team, • Manage the preparation of payroll for personnel and maintain HR records, • Preparation of sales tax returns for New York, • Knowledge of evaluating and possibly changing the accounting system is a big plus; current software is Adagio; knowledge of Adagio is a big plus, • Risk assessment of new clients in determination of bonding requirements, • YE tax items – 1099’s, • Audit of job folders to make sure revenue and expense items are properly determined Job requirements: • BS/BA in Accounting or Finance required; CPA preferred, • Minimum 8 -10 years of experience in an accounting role with proven track record and processes to organize, implement, and manage entire company accounting process, • Management experience with daily financial and day-to-day operations, • Excellent verbal and written communication skills, • Advanced level of proficiency with computers and learning new programs; network knowledge is a big plus, • Strong understanding of accounting and cashflow management, • Someone who is willing to roll up their sleeves and is a team player, • Ability to understand and execute the end-to-end accounting process from transaction capture to period-end reporting, • Being a Notary is a plus, but becoming one will be a requirement, • Hands-on experience with a wide variety of financial transactions and in-depth knowledge of accounts payable is required Company Benefits: • Base Salary commensurate with experience; Position is bonus eligible, • Medical and Dental insurance as per Company Plans; Vision is available, • 401(k) eligible after waiting period of 1 year, • Work will be in office 5 days per week (excluding holidays), • Reminder to submit resume along with salary requirements, • References will be required Organizational Relationships • Reports to Management team and outside Trustee, • Supervises: one full-time and one part-time accountants, • Provide support to other departments as needed. Job Type: Full-time Benefits: • 401(k), • Dental insurance, • Disability insurance, • Flexible spending account, • Health insurance, • Life insurance, • Paid time off, • Vision insurance Schedule: • Monday to Friday Ability to Commute:

A family owned wholesale / distribution company in West Hills is looking for a part time Bookkeeper & Accounts Receivable Analyst to join their team. \n (Ideal work schedule is 5 days/week, 6 hours/day, FT in office. Able to be flexible.) \n \n The Bookkeeper & Accounts Receivable Analyst is responsible for: \n\n • Receiving payments (cash and check), reconciling payments with open invoices, and applying payments appropriately.\n, • Collaborating with the sales teams to resolve payment discrepancies, billing issues, and inquiries.\n, • Working directly with the customer in a professional and courteous manner to collect outstanding invoices or resolve discrepancies in a timely and efficient manner.\n, • Assisting the Accounting team in resolving any issues that arise from the bank reconciliation process or through day to day operations.\n, • Collaborating with the accounting team and other departments as needed.\n\n \n Qualifications: \n\n • 2+ years of accounts receivable and/or general bookkeeping experience.\n, • Strong communication skills and professionalism.\n\n

JOB SUMMARY As an Audit Senior Manager, you will be a pivotal leader responsible for overseeing and directing the execution of audit engagements across our diverse clientele. Your extensive experience in audit and assurance, combined with exceptional leadership skills, will drive the firm's commitment to delivering top-tier client service, maintaining the highest standards of quality, and fostering the professional growth of your team. JOB DESCRIPTION Engagement Leadership • Lead and manage a team of audit professionals, including managers, seniors, and staff members, in planning, executing, and concluding audit engagements, • Ensure adherence to engagement timelines, budgets, and firm standards Client Relationship Management • Cultivate and maintain strong client relationships, serving as a trusted advisor and primary point of contact for audit engagements, • Provide strategic insights and recommendations to clients for enhancing financial processes, controls, and reporting Audit Planning and Strategy • Collaborate with partners and directors to develop comprehensive audit strategies and plans that align with client objectives, risks, and regulatory requirements, • Oversee resource allocation, assignment of roles, and development of audit programs Audit Execution, Review and Technical Expertise: • Perform intricate audit procedures and review complex accounting and auditing matters to ensure the accuracy and integrity of financial statements and disclosures, • Apply deep technical knowledge of accounting principles (GAAP), auditing standards, and regulations Team Development and Mentorship • Foster a culture of continuous learning and professional growth within the audit team, • Provide guidance, mentorship, and coaching to managers, seniors, and staff members, enabling their success and development Quality Control and Assurance • Ensure that audit documentation, reports, and conclusions meet the highest standards of accuracy, completeness, and compliance with firm policies and regulatory guidelines, • Implement best practices to enhance the quality and efficiency of audit engagements Business Development • Identify opportunities to expand the firm's client base and service offerings, • Contribute to business development activities, including client proposals, presentations, and networking Risk Management • Assess and manage risks associated with audit engagements, including potential areas of concern, conflicts, and liability, • Implement strategies to mitigate and minimize risks for the firm and clients Thought Leadership • Stay current with evolving accounting standards, industry trends, and regulatory changes, • Share insights and knowledge with the audit team and contribute to the firm's thought leadership initiatives Supervisory responsibilities • Will supervise subordinate team members Work environment • Work is conducted in a professional office environment with minimal distractions Physical demands • Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time, • Must be able to lift to 15 pounds at a time Travel required • Travel may be frequent and unpredictable, depending on client's needs Required education and experience • Bachelor's degree in accounting, finance, or a related field, • 8+ years of relevant experience, • 5+ years of relevant audit experience within a CPA firm, with progressive leadership responsibilities, • CPA license is required; equivalent certifications are required for IT audit, • Responsible for completing the minimum CPE credit requirement, • Experience with Gaming, Casinos, Digital Currency, Blockchain, Crypto Preferred education and experience • Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. For job postings in our New York locations, we are required by law to include a good faith salary range for every job, promotion and transfer opportunity. This range considers many factors, including but not limited to a candidate's knowledge, job specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $170,798.00 - $230,578.00. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

As a Tax Senior Accountant, you will be responsible for the preparation of financial information for our clients, such as business and individual tax returns, with the benefit of gaining exposure to a diverse client base operating in a variety of industries. The Tax Senior Accountant maintains client relationships and oversees the work of internal staff and works closely with internal leaders, to ensure high-quality work is conducted and delivered to our clients. Tax Preparation • Lead and manage a portfolio of tax engagements, including planning, preparation, and review of various tax returns (individual, corporate, partnership, etc.), • Serve as the primary point of contact for assigned clients, addressing their tax-related inquiries, providing recommendations, and fostering strong client relationships, • Collaborate with partners and managers to ensure seamless client service delivery and alignment with overall firm objectives Research and Analysis • Conduct thorough tax research and analysis to develop proactive tax planning strategies for clients, identifying opportunities to minimize tax liabilities and optimize financial outcomes, • Collaborate with the internal team to assist in providing expert guidance on complex tax matters, including mergers, acquisitions, restructurings, and other business transactions Client Communication • Effectively communicate complex tax concepts and strategies to clients, tailoring explanations to their understanding and addressing their questions or concerns, • Prepare and deliver presentations to clients on tax-related matters, providing insights into their financial situations and potential tax implications Compliance and Documentation • Review and oversee the preparation of tax returns to ensure accuracy, compliance with regulations, and adherence to internal quality control standards, • Monitor and manage tax filing deadlines, extensions, and other compliance requirements to avoid penalties and ensure timely submissions, • Stay current with federal, state, and local tax laws, regulations, and changes, ensuring the firm and its clients are compliant with the latest tax requirements Team Collaboration • Collaborate with other tax professionals within the firm to share insights, knowledge, and best practices, • Supervise and mentor tax staff, providing guidance, training, and feedback to foster their professional growth and ensure the quality of their work, • Cultivate a collaborative team environment, promoting knowledge sharing and effective communication among team members, • Participate in internal training sessions to enhance your technical skills and stay updated on industry trends Process Improvement and Innovation • Identify opportunities to enhance tax workflows, processes, and methodologies, contributing to the continuous improvement of the firm's tax services Supervisory responsibilities • May supervise subordinate team members Work environment • Work is conducted in a professional office environment with minimal distractions Physical demands • Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time, • Must be able to lift to 15 pounds at a time Travel required • Travel may be frequent and unpredictable, depending on client's needs Required education and experience • Bachelor's degree in accounting, finance, or a related field, • 3 6 years of relevant experience, • Software: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research Preferred education and experience • Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting, • Actively working towards achieving CPA or Enrolled Agent licensure or relevant certification, if not already attained, • Responsible for completing the minimum CPE credit requirement Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. For job postings in our New York locations, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity in accordance with the New York Human Rights Law. This range considers many factors, including but not limited to a candidate's knowledge, job specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $105,000 to $136,000. UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. Positive Work Environment Enjoy a collaborative and supportive work environment where teamwork is valued. Attractive Compensation Packages Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. Comprehensive Benefit Package Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

JOB SUMMARY As an Audit Manager, you will be a key leader responsible for overseeing the planning, execution, and successful completion of audit engagements. Your extensive experience in audit and assurance, combined with your leadership skills, will drive the firm's commitment to delivering exceptional client service, maintaining high-quality standards, and fostering team growth. In order to make an application, simply read through the following job description and make sure to attach relevant documents. JOB DESCRIPTION Engagement Leadership • Lead and manage a team of audit professionals, including senior and staff members, in planning, executing, and concluding audit engagements, • Ensure adherence to engagement timelines, budgets, and firm standards Client Relationship Management • Build and maintain strong client relationships, serving as the primary point of contact for audit engagements, • Provide strategic insights and recommendations to clients for improving financial processes, controls, and reporting Audit Planning and Strategy • Collaborate with partners and directors to develop comprehensive audit strategies and plans that address client-specific risks and objectives, • Oversee the allocation of resources, assignment of roles, and development of audit programs Audit Execution, Review, Technical Expertise • Conduct complex audit procedures, review workpapers, and assess audit findings to ensure the accuracy and integrity of financial statements and disclosures, • Monitor the progress of audit engagements, providing guidance to resolve challenges and meet milestones, • Stay abreast of evolving accounting standards, regulatory changes, and industry trends, and apply this knowledge to engagement, • Provide expert guidance to the team on complex accounting and auditing issues Team Development and Mentorship • Coach, mentor, and develop audit staff and senior team members, fostering a culture of continuous learning and professional growth, • Conduct performance evaluations, provide feedback, and identify opportunities for skill development Quality Control and Assurance • Ensure the accuracy, completeness, and compliance of audit documentation, reports, and conclusions with firm standards and regulations, • Implement best practices and methodologies to enhance the quality of audit engagements Business Development • Identify opportunities to expand the firm's client base and service offerings, • Contribute to business development activities, including client proposals, presentations, and networking Supervisory responsibilities • Will supervise subordinate team members Work environment • Work is conducted in a professional office environment with minimal distractions Physical demands • Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time, • Must be able to lift to 15 pounds at a time Travel required • Travel may be frequent and unpredictable, depending on client’s needs Required education and experience • Bachelor’s degree in accounting, finance, or a related field, • 5 – 8 years of relevant experience, • 5+ years of relevant audit experience within a CPA firm, with progressive leadership responsibilities, • CPA license is required; equivalent certifications are required for IT audit, • Responsible for completing the minimum CPE credit requirement, • Experience with Gaming, Casinos, Digital Currency, Blockchain, Crypto Preferred education and experience • Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice For job postings in our New York locations, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity. This range considers many factors, including but not limited to a candidate’s knowledge, job specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $130,000 to $180,000. WHO WE ARE UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients’ business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

Job Summary We are looking to add an Audit Senior to help lead and guide our clients, in addition to supporting our internal leaders with the on-going growth in our Northeast Region. As an Audit Senior, you will be responsible for performing and leading the necessary procedures involved in planning and executing attestation engagements for clients in accordance with the applicable accounting standards. The Audit Senior serves to lead client engagements, maintain client relationships, and act as a liaison between overseeing the work of internal staff and working closely with internal leaders, to ensure high-quality work is conducted and delivered to our clients. Job Description WHAT YOU WILL DO Regular Duties Include (but Are Not Limited To) • Perform and assist with audits, reviews and compilations for clients in various industries, • Prepare and analyze financial statements and evaluate internal controls, • Assist with the coordination of the day-to-day duties of planning, fieldwork and wrap-up, • Deep understanding of accounting and reporting standards, • Develop reasonable time budgets and coordinate audit requests to meet time constraints and client deadlines, • Interact with clients to help ensure the information flow from the client to the audit team is efficient, • Communicate with Client, Management, and Managing Director on work status and client issues that arise Experience WHAT WE ARE LOOKING FOR • 4+ years in relevant position, • Public accounting or other professional services environment preferred Education • Minimum Bachelor’s degree or equivalent technology experience, • Bachelor’s in Accounting (for Audit or Tax) License / Certification • Must progress professionally by obtaining relevant certification as soon as possible if certification is not already attained in order to advance, • Must maintain required CPE credits annually Legal / Compliance • Must complete acknowledgement of Independence Guidelines and Ethical Standards document, • Governmental engagements require ability to obtain a security clearance from the United States government For job postings in our New York locations, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity in accordance with the New York Human Rights Law. This range considers many factors, including but not limited to a candidate’s knowledge, job specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $93,000 to $130,000. Who We Are UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients’ business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. What We Offer POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. Attractive Compensation Packages Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

JOB SUMMARY As a Tax Senior Accountant, you will be responsible for the preparation of financial information for our clients, such as business and individual tax returns, with the benefit of gaining exposure to a diverse client base operating in a variety of industries. The Tax Senior Accountant maintains client relationships and oversees the work of internal staff and works closely with internal leaders, to ensure high-quality work is conducted and delivered to our clients. Have you got what it takes to succeed The following information should be read carefully by all candidates. JOB DESCRIPTION Tax Preparation • Lead and manage a portfolio of tax engagements, including planning, preparation, and review of various tax returns (individual, corporate, partnership, etc.), • Serve as the primary point of contact for assigned clients, addressing their tax-related inquiries, providing recommendations, and fostering strong client relationships, • Collaborate with partners and managers to ensure seamless client service delivery and alignment with overall firm objectives Research and Analysis • Conduct thorough tax research and analysis to develop proactive tax planning strategies for clients, identifying opportunities to minimize tax liabilities and optimize financial outcomes, • Collaborate with the internal team to assist in providing expert guidance on complex tax matters, including mergers, acquisitions, restructurings, and other business transactions Client Communication • Effectively communicate complex tax concepts and strategies to clients, tailoring explanations to their understanding and addressing their questions or concerns, • Prepare and deliver presentations to clients on tax-related matters, providing insights into their financial situations and potential tax implications Compliance and Documentation • Review and oversee the preparation of tax returns to ensure accuracy, compliance with regulations, and adherence to internal quality control standards, • Monitor and manage tax filing deadlines, extensions, and other compliance requirements to avoid penalties and ensure timely submissions, • Stay current with federal, state, and local tax laws, regulations, and changes, ensuring the firm and its clients are compliant with the latest tax requirements Team Collaboration • Collaborate with other tax professionals within the firm to share insights, knowledge, and best practices, • Supervise and mentor tax staff, providing guidance, training, and feedback to foster their professional growth and ensure the quality of their work, • Cultivate a collaborative team environment, promoting knowledge sharing and effective communication among team members, • Participate in internal training sessions to enhance your technical skills and stay updated on industry trends Process Improvement and Innovation • Identify opportunities to enhance tax workflows, processes, and methodologies, contributing to the continuous improvement of the firm's tax services Supervisory responsibilities • May supervise subordinate team members Work environment • Work is conducted in a professional office environment with minimal distractions Physical demands • Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time, • Must be able to lift to 15 pounds at a time Travel required • Travel may be frequent and unpredictable, depending on client’s needs Required education and experience • Bachelor’s degree in accounting, finance, or a related field, • 3 – 6 years of relevant experience, • Software: CCH Prosystem FX, Axcess Tax, Axcess Document, Axcess Workstream, Thomson Reuters Fixed Assets CS, Checkpoint for Tax Research Preferred education and experience • Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting, • Actively working towards achieving CPA or Enrolled Agent licensure or relevant certification, if not already attained, • Responsible for completing the minimum CPE credit requirement Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. For job postings in our New York locations, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity in accordance with the New York Human Rights Law. This range considers many factors, including but not limited to a candidate’s knowledge, job specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $95,000 to $136,000. WHO WE ARE UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients’ business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

About Harbor Accounting Group If you would like to know a bit more about this opportunity, or are considering applying, then please read the following job information. Harbor Accounting Group is a growing CPA firm serving closely held businesses, entrepreneurs, high-net-worth individuals, and families. We combine the resources and technology of a larger firm with the direct client relationships and accessibility of a local practice. We are seeking a Tax Manager or Senior Tax Manager who wants more than a traditional review role. This is a hands-on position for someone who enjoys preparing and reviewing tax returns, working directly with clients, solving problems, and managing engagements from start to finish. Candidates with Big 4, national, regional, or strong local public accounting experience who are looking for greater ownership are especially encouraged to apply. The Opportunity You will work directly with business owners and individual clients across tax, accounting, and advisory matters. Your work will include tax return preparation and review, tax planning, QuickBooks, payroll, sales tax, estimated taxes, PTET, and general business advisory. We are looking for someone who wants to understand and manage the entire client relationship, not just one part of the engagement. Responsibilities • Prepare and review Forms 1040, 1120-S, 1120, 1065, and 1041., • Handle individual and closely held business tax matters., • Perform year-round tax planning and projections., • Advise clients on estimated taxes, extensions, and New York State PTET., • Review QuickBooks files, financial statements, trial balances, and adjusting entries., • Assist with bookkeeping, payroll, and sales tax matters., • Research federal, state, and local tax issues., • Respond to IRS and state notices., • Manage engagements from information gathering through final delivery and e-filing., • Communicate directly with clients and resolve open items., • Review and mentor staff., • Work closely with partners on complex tax matters and client relationships., • Identify tax planning and advisory opportunities., • Help improve processes through technology, automation, and AI. What We're Looking For • Bachelor's degree in Accounting or a related field., • CPA strongly preferred., • 6+ years of public accounting experience, with additional experience for Senior Manager candidates., • Strong experience preparing and reviewing Forms 1040, 1120-S, 1120, and 1065., • Form 1041 experience is a plus., • Experience with tax planning, projections, PTET, and multi-state compliance., • Working knowledge of QuickBooks Desktop and/or QuickBooks Online., • Understanding of bookkeeping, trial balances, and adjusting entries., • Experience with payroll and sales tax matters., • Strong client communication and relationship-management skills., • Ability to manage engagements independently from start to finish., • Strong organizational and deadline-management skills. Who Will Thrive Here This role is ideal for someone with a strong technical foundation who is ready for broader responsibility and more direct client exposure. You are comfortable reviewing the books, identifying accounting and tax issues, preparing the return, and speaking directly with the client about planning for the year ahead. Most importantly, you take ownership of your work and your client relationships. Why Harbor Real ownership. Manage client relationships and engagements from beginning to end. Broader experience. Work across tax, accounting, planning, payroll, sales tax, and advisory matters. Direct partner access. Work closely with firm leadership without multiple layers of management. Career growth. Harbor is expanding, creating meaningful opportunities for professionals who want to grow into larger leadership roles. Modern technology. We are investing in workflow, automation, and AI to make our professionals more effective. Your ideas matter. We want people who identify better ways to work and help us implement them. Compensation & Benefits • Base salary of $160,000–$185,000+, depending on experience., • Performance-based bonus opportunities., • Potential equity or stock participation., • 401(k) with employer match., • Health insurance., • Paid time off., • Professional development and continuing education support., • Primarily in-office in Syosset, NY, with the option to work remotely on Fridays. Ready for More Ownership? If you’ve built a strong foundation in public accounting and are ready for greater ownership, client responsibility, and long-term growth, we’d like to meet you. If you’re looking for your next professional home—a place where you can grow, make an impact, and build lasting client relationships—we invite you to explore a career with Harbor Accounting Group.

HBK is a growing Top 50 accounting firm according to Accounting Today magazine and a Top 100 registered investment advisory according to Financial Advisor Magazine. Our hundreds of collaborating professionals have created and fostered thousands of close, caring, supportive client relationships. Growth requires talent, so we continue to seek capable, dedicated professionals in all aspects of financial services. Our recruits choose their career paths. We want you to excel in your career as part of a dynamic team, and we provide the support and the resources to help you succeed. The breadth and depth of experience we offer you is unique in the marketplace. We are entrepreneurs working with entrepreneurs, owners working with high-net-worth individuals and those who are owners of small and mid-size businesses, the heartbeat of our country. We are consultants, influencers in our communities as well as our clients and their finances. When we go home at night, we know we've made something happen for our clients. If you want a career that is all about helping people, you're the kind of person we're looking for. Please read on to discover if you could see yourself joining the HBK Family. DESCRIPTION: At HBK, the firm's internship program is designed to provide a valuable and challenging "hands-on" learning experience, to develop an understanding of the firm, the public accounting profession and to enhance the intern's formal education. You will accomplish this by: • Receiving training on federal and state tax preparation, tax research, tax laws, and HBK software, • Attending a week-long 1040 Tax Training Program, • Contributing to the firm by providing timely and high-quality work products, • Working closely with team members across all levels of the organization and performing many of the same responsibilities as a first-year associate, • Gaining hands on training on how to prepare tax returns (individual and corporate), • Gaining a better understanding of how public accounting firms operate., • Strengthening communication, analytical, and professional skills through hands-on experience, • Gaining insight into what it takes to build a successful career in the public accounting industry REQUIREMENTS & QUALIFICATIONS • Sophomore or junior candidate pursuing a major in accounting, • Preferred cumulative GPA of 3.0 or higher; leadership experience, campus involvement, and relevant work experience are also highly valued., • Actively pursuing or interest in pursuing the CPA designation, • Must possess excellent computer, communication, and interpersonal skills, • Demonstrated ability to work effectively in a collaborative team environment., • Must pass an employment background check INTERNSHIP REQUIREMENTS: • Internships may be full-time or part-time depending on the time of year and office requirements. For spring busy season internships, candidates must have the ability to work at least 24 hours per week in-office during the program. Before applying, please ensure you can commit to a minimum of 24 hours in-office per week throughout the duration of the program. Our spring internships run January through April., • High-performing interns may be considered for future internship opportunities and full-time employment upon graduation. HBK provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

The Principal Investigator is an advanced professional responsible for independently conducting and completing investigations of high risk and complexity across assigned misconduct areas. This role exercises strong independent judgment in developing and executing investigative strategies, identifying regulatory risks, and producing comprehensive, well-documented investigative findings that support sound regulatory outcomes. Working under limited supervision, the Principal Investigator handles matters involving complex fact patterns, a variety of rules and products, multiple respondents, and elevated regulatory risk. This position contributes meaningfully as a knowledge resource within the team, sharing expertise with peers and less experienced staff, and proactively identifying trends and risks within area(s) of expertise. The Principal Investigator collaborates effectively with Enforcement, Risk and Intelligence, Examinations, and other Regulatory Operations (RegOps) partners to advance FINRA's mission of investor protection and market integrity.Lead and Conduct Complex Investigations —The Principal Investigator on the Investigative Support & Scoping team works in partnership with misconduct-focused investigative teams to conduct meaningful analyses of investigative data and information, identify and assess risk, develop red flags of potential customer and market harm, and identify potential violations to inform and focus FINRA’s regulatory response.Develop Complete & Accurate Factual Records — Gather evidence through document review, data analysis, written correspondence, and verbal communication including on-the-record testimony; ensure investigative findings are thorough, factually accurate, and clearly documented. Develops investigative analytical strategies and analyzes available data, information, and evidence. Communicates observations from the analysis and with recommendations, supports related investigative steps and resolution efforts.Perform Advanced Data Analysis — Conduct advanced data analysis in accordance with well-established methodologies; identify and resolve questions about analytical approaches; effectively describe analysis, findings, and any exceptions or assumptions.Collaborate with Enforcement & Cross-Functional Partners — Partner with Enforcement attorneys to develop factual records within clear legal frameworks and ensure that evidence supports potential charges and sanctions; apply industry knowledge and expertise to assess the sufficiency of evidence.Document & Communicate Findings — Prepare clear, complete, and persuasive written summaries, investigative reports, referrals to Enforcement and external agencies, and recommendations; communicate effectively in meetings with FINRA staff, respondents, regulators, and other stakeholders; provide testimony in litigation when required.Identify & Escalate Emerging Risks and Threats — Proactively identify notable and emerging trends, threats, novel issues, and regulatory risks; escalate matters requiring reprioritization and recommend solutions; stay current on rule changes, interpretations, and industry developments within area(s) of expertise.Serve as a Knowledge Resource — Provide guidance and consultation to fellow investigators and FINRA staff on matters within area(s) of expertise; assist in identifying and resolving inconsistencies in investigative approaches.Mentor and Support Staff — Mentor and support less experienced investigators in investigative techniques, processes, and responsibilities; review work product and provide constructive feedback as directed by management.Contribute to Initiatives — Participate in and, as directed, lead special projects, regulatory initiatives, thematic reviews, and development of new analytics, investigative tools, or processes; contribute to program strategy and continuous improvement.Represent FINRA Professionally — Engage professionally with member firms, external regulators, and industry stakeholders; participate in member firm/investor education activities including compliance events; represent FINRA at internal and external meetings as directed.Demonstrate FINRA's values.Collaboration, both in-person and virtually, in furtherance of FINRA's mission of investor protection and market integrity.Education & Experience RequirementsBachelor's degree in Accounting, Finance, Economics, Business Administration, or a related field, or equivalent combination of education and relevant experience. Advanced degree (MBA, JD) or professional certification (e.g., CFE, ACAMS, CPA) preferred.Minimum of seven (7)years of progressive experience in the securities, financial services, or financial regulatory industry, with substantive knowledge of regulatory compliance.Demonstrated experience conducting enforcement-oriented, regulatory, or financial investigations of varying complexity.Experience contributing to team projects, training, or initiatives in an investigative, examination, or enforcement environment.Familiarity with investigative technologies, data analysis tools, and data strategies.Working knowledge of SQL and PowerBI is preferred.Knowledge RequirementsAdvanced knowledge of relevant FINRA rules, applicable SRO rules, the Securities Exchange Act of 1934, and federal securities laws, with responsibility for staying current on regulatory rules, practices, and developments.Advanced knowledge of securities markets, member firm operations, books and records, firm business models, products, and services relative to area(s) of misconduct.Advanced knowledge of risks, products, and emerging threats specific to area(s) of misconduct.Strong understanding of regulatory compliance issues and risks associated with firm business lines and customer bases.Awareness of industry events, emerging trends, and regulatory developments pertinent to area(s) of misconduct.Familiarity with FINRA's organizational structure, departmental mandates, and internal applications and associated data.Skills RequirementsInvestigative Judgment: Advanced ability to independently assess investigative strategy, develop risk-based approaches, interpret complex data and evidence, make sound decisions, and progress complex investigations to resolution under limited supervision.Communication: Advanced written and verbal communication skills, including strong interpersonal and stakeholder engagement abilities; demonstrated ability to accurately and succinctly discuss cases or issues with internal and external parties; ability to provide testimony in litigation when required.Analytical Capability: Advanced ability to conduct data analysis, identify patterns and anomalies, and apply analytical findings to investigative strategies; experience with analytical platforms, tools, and data-driven decision-making preferred.Collaboration: Advanced ability to liaise effectively with internal and external stakeholders; contribute to and build productive working relationships across RegOps and the broader organization.Prioritization & Organization: Strong organizational skills with high attention to detail; ability to manage multiple time-sensitive matters simultaneously, establish and meet timelines, and balance independent work with team coordination.Risk Identification: Advanced ability to identify, prioritize, and escalate risk; recognize priority matters and proactively identify emerging trends, threats, and regulatory issues.Mentorship & Guidance: Demonstrated ability to guide and mentor less experienced staff; contribute to training activities and staff development.Initiative & Adaptability: Demonstrated ability to work independently with limited supervision; proactively identify needs and opportunities; adapt effectively in uncertain and fast-paced conditions.Working ConditionsHybrid work environment with defined in-person presence requirements.Extended hours and some travel may be required.To be considered for this position, please submit an application. Applications are accepted on an ongoing basis.The information provided above has been designed to indicate the general nature and level of work of the position. It is not a comprehensive inventory of all duties, responsibilities and qualifications required.Please note: If the “Apply Now” button on a job board posting does not take you directly to the FINRA Careers site, enter www.finra.org/careers into your browser to reach our site directly.Employees may be eligible for a discretionary bonus in addition to base pay. Non-exempt employees are also eligible for overtime pay in accordance with federal, state, or local law. As part of its dedication to employee wellness, FINRA provides comprehensive health, dental and vision insurance. Additional insurance includes basic life, accidental death and dismemberment, supplemental life, spouse/domestic partner and dependent life, and spouse/domestic partner and dependent accidental death and dismemberment, short- and long-term disability, long-term care, business travel accident, disability and legal. FINRA offers immediate participation and vesting in a 401(k) plan with company match and eligibility for participation in an additional FINRA-funded retirement contribution, tuition reimbursement, commuter benefits, and other benefits that support employee wellness, such as adoption assistance, backup family care, surrogacy benefits, employee assistance, and wellness programs.Time Off and Paid LeaveFINRA encourages its employees to focus on their health and wellness in many ways, including through a generous time-off program starting at 15 days of paid time off (increasing with years of service, up to 25 days), 5 personal days, and 9 sick days, unless otherwise required by law (all pro-rated in the first year). Additionally, we are proud to support our communities by providing two volunteer service days (based on full-time schedule). Other paid leave includes military leave, jury duty leave, bereavement leave, voting and election official leave for federal, state or local primary and general elections, care of a family member leave (available after 90 days of employment); and childbirth and parental leave (available after 90 days of employment). Full-time employees receive nine paid holidays.Based on full-time scheduleImportant InformationFINRA’s Code of Conduct imposes restrictions on employees’ investments and requires financial disclosures that are uniquely related to our role as a securities regulator. FINRA employees are required to disclose to FINRA all brokerage accounts that they maintain, and those in which they control trading or have a financial interest (including any trust account of which they are a trustee or beneficiary and all accounts of a spouse, domestic partner or minor child who lives with the employee) and to authorize their broker-dealers to provide FINRA with duplicate statements for all of those accounts. All of those accounts are subject to the Code’s investment and securities account restrictions, and new employees must comply with those investment restrictions—including disposing of any security issued by a company on FINRA’s Prohibited Company List or obtaining a written waiver from their Executive Vice President—by the date they begin employment with FINRA. Employees may only maintain securities accounts that must be disclosed to FINRA at one or more securities firms that provide an electronic feed (e-feed) of data to FINRA, and must move securities accounts from other securities firms to a firm that provides an e-feed within three months of beginning employment.You can read more about these restrictions here.As standard practice, employees must also execute FINRA’s Employee Confidentiality and Invention Assignment Agreement without qualification or modification and comply with the company’s policy on nepotism.Washington state applicants: click here for required notice(s).Search Firm RepresentativesPlease be advised that FINRA is not seeking assistance or accepting unsolicited resumes from search firms for this employment opportunity. Regardless of past practice, a valid written agreement and task order must be in place before any resumes are submitted to FINRA. All resumes submitted by search firms to any employee at FINRA without a valid written agreement and task order in place will be deemed the sole property of FINRA and no fee will be paid in the event that person is hired by FINRA.FINRA is an Equal Opportunity EmployerAll qualified applicants receive consideration for employment without regard to any legally protected category, including race, color, age, national origin, ethnicity, religion, disability, genetic information, military or veteran status, sex, or any other status or classification protected by state or local law. FINRA strives to make our career site accessible to all users. If you need a disability-related accommodation for completing the application process, please contact FINRA’s Employee Relations team at 240-386-4865 or by email at EmployeeRelations@FINRA.org. Please note that this process is exclusively for inquiries regarding accommodations in the application process.FINRA abides by the requirements of 41 CFR 60-741.5(a). This regulation prohibits discrimination against qualified individuals on the basis of disability and requires affirmative action by covered prime contractors and subcontractors to employ and advance in employment qualified individuals with disabilities.FINRA abides by the requirements of 41 CFR 60-300.5(a). This regulation prohibits discrimination against qualified protected veterans and requires affirmative action by covered prime contractors and subcontractors to employ and advance in employment qualified protected veterans.2026 FINRA. All rights reserved. FINRA is a registered trademark of the Financial Industry Regulatory Authority, Inc.SummaryLocation: Rockville, MD (Job Posting); Jericho, NY (Job Posting); Denver, CO (Job Posting); Chicago, IL (Job Posting); Boston, MA (Job Posting); Boca Raton, FL (Job Posting); Plano, TX (Job Posting); Tysons, VA (Job Posting); Jersey City, NJ (Job Posting); Woodbridge, NJ (Job Posting); Washington, DC (Job Posting); Philadelphia, PA (Job Posting); New York, NY (Job Posting); Los Angeles, CA (Job Posting)Type: Full time

An ASC 740 Experienced Senior Associate is responsible for supporting the preparation and review of income tax provisions in accordance with ASC 740, applying U.S. GAAP and tax accounting foundational knowledge to complete accurate and timely tax provision calculations, documentation, and reporting, and identifying and resolving complex tax issues. In this role, the ASC 740 Experienced Senior Associate will work closely with clients and team members to ensure completion of deliverables and may be charged with developing junior staff and contributing to process improvements within the ASC 740 department. Job Duties: • Prepares and reviews income tax provisions in compliance with ASC 740, • Analyzes and documents uncertain tax positions and related disclosures, • Assists with the preparation and review of tax footnotes for financial statements, • Collaborates with clients to gather necessary data and resolve provision-related questions, • Supports the implementation of process improvements and best practices within the ASC 740 function, • Provides technical guidance and training to junior staff, • Coordinates with audit teams to support the tax provision audit process, • Researches and interprets tax laws and regulations as they relate to ASC 740, • Other duties as required Qualifications, Knowledge, Skills and Abilities: Education: • Bachelors degree in Accounting, Finance, Economics or Statistics, required OR Bachelor's degree in other focus area and CPA certification, required, • Masters in Accountancy or Taxation, preferred Experience: • Experience in the process of preparing and auditing ASC740 computations for both privately held and publicly traded clients, required, • Three (3) or more years of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services experience with a focus on ASC 740, preferred, • Industry expertise in one or more tax specialty, preferred, • Prior basic supervisory experience, preferred License/Certifications: • CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent ("EA") (or the equivalent of one of these designations), preferred, • Possession of other professional degrees or certifications applicable to role, preferred Software: • Proficiency in Microsoft Office Suite, preferred, • Experience with tax provision software such as OneSource Tax Provision, preferred Language: • N/A Other Knowledge, Skills & Abilities: • Strong analytical and problem-solving skills, • Excellent written and verbal communication skills, • Ability to manage multiple projects and deadlines, • Attention to detail and high level of accuracy, • Ability to work effectively both independently and as part of a team, • Strong organizational and time management skills, • Able to follow instructions as directed by members of Tax Team, • Able to prepare simple tax returns, • Takes appropriate actions without being asked, • Seeks advice of appropriate superiors regarding issues, problems related to compliance, • Ability to effectively delegate work as needed, • Trains other team members, • Strong analytical, research and critical thinking skills Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. Maryland Range: $98,000 - $110,000 Massachusetts Range: $102,000 - $119,000 New Jersey Range: $88,000 - $125,000 NYC/Long Island/Westchester Range: $115,000 - $130,000 Washington DC Range: $105,000 - $117,000

At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom we give you the tools you need to succeed and the autonomy to reach your goals. We are seeking an Assurance Manager to join the Real Estate Assurance practice, able to sit in a number of our offices. We are seeking someone who thrives in a growing environment and providing clients with exceptional services. • You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry, • You will have the flexibility to manage your days in support of our commitment to work/life balance, • You will join a culture that has received multiple top "Places to Work" awards, • We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions, • We understand that embracing our differences is what unites us as a team and strengthens our foundation, • Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work, • Collaborate to plan audit objectives and determine an audit strategy, • Lead multiple audit engagements and competing priorities, • Review and examine, and analyze accounting records, financial statements, and other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards, • Maintain active communication with clients to manage expectations, ensure satisfaction, and lead change efforts effectively, • Understand and manage firm risk on audits and proposals, • Supervise, train and mentor staff during engagement, • Assess performance of staff for engagement evaluations, • Bachelor's degree in Accounting or equivalent field, • 5+ years of progressive audit and/or assurance experience, • CPA, • Experience with real estate clients, • Master's degree in Accounting or equivalent field, • 1+ year of supervisory experience EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law In the EisnerAmper Assurance Group, we're transforming the traditional reputation of auditing. By operating on the core tenets of profound trust, professional integrity, and consistent results, we strive to create lasting partnerships with our clients based on solutions rather than simply identifying issues in their financial statements. To stay up to date with evolving industry processes and regulations, we place a heavy emphasis on continued education and the consistent adoption of new technologies. This enables us to effectively innovate, grow as individuals, and provide faster, more accurate solutions and due diligence for our partners. Acting as a trusted third party to our clients, we provide solutions that create assurance and peace of mind. Because we understand trust comes with time, we define success by the relationships we create and foster. We act as a trusted business advisor every step of the way, from a client's first financial report to their close of business. EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients. Should you need any accommodations to complete this application please email: talentacquisition@eisneramper.com Preferred Location: New York For NYC and California, the expected salary range for this position is between 85000 and 150000. The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law.

Shape a remarkable future with us. Build a career working for an industry leader that truly invests in their people and equips them with leading technology, continuous learning, and the ability to bring their best selves to work. As North America's largest total beverage distributor, Southern Glazer's isn't just one of Forbes' Top Private Companies; it's a family-owned business with deep roots dating back to 1933. Southern Glazer's is proud of its well-earned positive reputation, continually achieving accolades for our outstanding workplace culture. We take pride in creating a culture where our people are valued, supported, and provided opportunities for growth and belonging. As a full-time employee, you can choose from a wide-ranging menu of our Top Shelf Benefits, including comprehensive medical and prescription drug coverage, dental and vision plans, tax-saving Flexible Spending Accounts, disability coverage, life insurance plans, and a 401(k) plan. We also offer tuition assistance, a wellness program, parental leave, vacation accrual, paid sick leave, and more. By joining Southern Glazer's, you would be part of a team that values excellence, innovation, and community. This is more than just a job it's an opportunity to build the future of beverage distribution and grow with a company that truly cares about its people. Southern Glazer's offers a competitive compensation package with expected first year total earnings of $109700 - $130000 / year plus bonus. This salary range is an average range for this position. In determining a final offer, the company will evaluate a specific candidate's education, skills and experience and will make an offer appropriately. The Commercial Finance Manager is responsible for financial planning and execution, focusing on optimizing pricing strategies and driving profitability alongside local finance leadership and commercial teams. This role will involve detailed financial modeling, market analysis, and collaboration with local and regional cross functional teams to support strategic decision-making. • Conduct financial forecasting and planning, including volume trend analysis., • Support the development of local pricing strategies to gain share while ensuring compliance and evaluating effectiveness / internal profitability., • Monitor and report on business performance against financial targets, using various data sources to provide analysis required for internal/external business reviews., • Collaborate with commercial teams to develop gap-closing strategies and investment opportunities., • Utilize financial tools and technologies (enterprise standard tools as well as third party tools such as Nielsen) to enhance analytical capabilities., • Proactively manage fund balances through spend analysis vs. budgets., • Enable the development of finance talent through building capabilities while fostering a culture of continuous improvement, • Bachelor's Degree plus at least three years of relevant experience; or an equivalent combination of education and experience, • Knowledge of finance and accounting practices, financial analysis, and reporting, • Experience with P&L responsibility, financial planning, and pricing management in the CPG industry; or related work experience with an industry supplier and wholesaler, • Physical demands include a considerable amount of time sitting and typing/keyboarding, using a computer (e.g., keyboard, mouse, and monitor), or adding machine, • Physical demands with activity or condition may occasionally include walking, bending, reaching, standing, and stooping, • May require occasional lifting/lowering, pushing, carrying, or pulling up to 20lbs Southern Glazer's Wine and Spirits, an Affirmative Action/EEO employer, prohibits discrimination and harassment of any type and provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. SGWS complies with all federal, state and local laws concerning consideration of a qualified applicant's arrest and/or criminal conviction records. Southern Glazer's Wine and Spirits provides competitive compensation based on estimated performance level consistent with the past relevant experience, knowledge, skills, abilities and education of employees. Unless otherwise expressly stated, any pay ranges posted here are estimates from outside of Southern Glazer's Wine and Spirits and do not reflect Southern Glazer's pay bands or ranges. If you have any questions or concerns about whether this posting complies/adheres with local pay transparency requirements, please contact the SGWS talent acquisition team at NationalTA@sgws.com

Job Description JOB DEFINITION: The Facilities Associate will perform basic maintenance repairs to plumbing, electrical and support services. Although he/she may occasionally have use of the Agency vehicles, he/she will mostly be required to use his/her personal vehicle and personal maintenance tools. The Facilities Associate routinely interacts with all Agency staff and clients. EDUCATIONAL REQUIREMENTS: High school diploma or equivalent required. EXPERIENCE REQUIRED: 1-2 years of relevant building maintenance experience. ESSENTIAL DUTIES AND RESPONSIBILITIES: • Perform routine maintenance and repairs to program sites and resident's homes, to include but not limited to: painting, masonry, woodwork, plumbing and electrical. Work will be delegated from work orders submitted by program directors and/or administrative personnel under the direction and oversight of the Facilities Supervisor., • Performs office relocations and/or resident relocations, as required;, • Assists with the relocation process including: moving furniture, removing debris, painting, repairing site for new residents., • Troubleshoots residential sites for potential maintenance and/or safety issues and makes recommendations to management regarding same. Suggests changes in working conditions and use of equipment to increase efficiency;, • Assists in acquiring vendor bids in collaboration with the Facilities Supervisor, Accounting Department and Director of Operations, • Follows safety regulations, company policies and enforces same when job assignment requires the assistance of temporary workers;, • Identify and implement quality improvement trainings and activities as part of professional development goals, • Complete QI Training during onboarding and participate in QI refresher training as needed., • Ability to cultivate a culture of inclusion for all employees that respects their individual strengths, views and experiences. A Culture that makes better decisions, drives innovation, and delivers better business results., • Adherence to all safety protocols and procedures to ensure a safe working environment for all employees. Demonstrate a commitment to maintaining a safe work environment by following established safety guidelines, • Health and Safety Awareness: Include any relevant knowledge or experience regarding health and safety protocols to ensure a safe work environment for all employees, • Other duties as assigned. BENEFITS: We offer an attractive and competitive benefits package for full time employees which includes but not limited to: • Medical, • Dental, • Vision, • $0 Deductible Platinum Plus Medical Insurance Plan - 90% Employer Provided Benefit, • Flexible Spending Account, • 403(b) retirement plan, • Long Term and Short Term Disability, • Legal Plan, • Dependent Care Expense Account, • Life Insurance/Supplemental Life Insurance, • Pet Insurance, • HRA, • Training programs including a Mentorship program, • Employees may be eligible for Federal/Public Student Loan Forgiveness, • Career growth and Promotional opportunities, • Employee Perks and Discounts to Broadway shows and more 5 Personal Days, 10-20 Vacation Days, 12 Sick Days, 12 Company Paid Holidays-yearly and so much more _ If interested please apply via this ad or fax your resume to HR DIRECTOR, CAROL OTERO at 516-396-0553. _ CN Guidance & Counseling Services, inspires and catalyzes recovery for people living with mental health and substance use conditions through innovative and person-centered integrated clinical treatment, counseling, housing, and support services. • Awarded Newsday/Dan papers Top Long Island Work Place 2019-2026, 8 years in a row., • Every job and every team at our agency plays a role in helping other Long Islanders live healthy and fulfilling lives., • Engage your passion and CHOOSE a career & employer where you can use your vital energy to make a difference. It is the policy of CN Guidance and Counseling Services, Inc. to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. CN Guidance and Counseling Services, Inc. prohibits any such discrimination or harassment.'

Job Description JOB DEFINITION: Work with the CN Guidance Forensic ACT Team to deliver services to those individuals who are diagnosed with severe mental illness and whose needs have not been met by more traditional service delivery approaches. EDUCATIONAL REQUIREMENTS: GED or high school diploma required. College or business school graduate preferred. EXPERIENCE REQUIRED: Strong administrative skills. Experience working in a mental health setting and/or an office setting preferred. ADDITIONAL REQUIREMENTS: • Current New York State Driver's License, • Clean DMV Record, • Proof of Motor Vehicle Insurance ESSENTIAL DUTIES AND RESPONSIBILITIES: • Manages medical records, operating and coordinating the management information system, maintaining accounting and budget records for recipient and program expenditures;, • Understands, oversees and reports on all office procedures. Orients new staff on proper office procedures., • Performs reception activities (e.g., triaging calls and coordinating communication between the program and recipients., • Overall responsibility for program administrative duties, including, but not limited to, processing new hire paperwork, clerical and office operations, ordering of office supplies and schedule vehicle maintenance., • Work closely with administrative staff in the areas of budget management, purchasing, time and leave management and human resources functions., • Coordinate Quality Improvement and Utilization Review activities including but not limited to data collection, analysis of outcome trends, and identification of service provision, which needs improvement., • Oversees staff schedules, in-office and outside staff appointments, sign-in/sign-out boards., • Oversees all external Agency correspondence for accuracy, appropriateness and responsiveness., • Identify and implement quality improvement trainings and activities as part of professional development goals, • Complete QI Training during onboarding and participate in QI refresher training as needed., • Ability to cultivate a culture of inclusion for all employees that respects their individual strengths, views and experiences. A Culture that makes better decisions, drives innovation, and delivers better business results., • Adherence to all safety protocols and procedures to ensure a safe working environment for all employees. Demonstrate a commitment to maintaining a safe work environment by following established safety guidelines., • Health and Safety Awareness: Include any relevant knowledge or experience regarding health and safety protocols to ensure a safe work environment for all employees., • Other duties as assigned. BENEFITS: We offer an attractive and competitive benefits package for full time employees which includes but not limited to: • Medical, • Dental, • Vision, • $0 Deductible Platinum Plus Medical Insurance Plan - 90% Employer Provided Benefit, • Flexible Spending Account, • 403(b) retirement plan, • Long Term and Short Term Disability, • Legal Plan, • Dependent Care Expense Account, • Life Insurance/Supplemental Life Insurance, • Pet Insurance, • HRA, • Training programs including a Mentorship program, • Employees may be eligible for Federal/Public Student Loan Forgiveness, • Career growth and Promotional opportunities, • Employee Perks and Discounts to Broadway shows and more 5 Personal Days, 10-20 Vacation Days, 12 Sick Days, 12 Company Paid Holidays-yearly and so much more _ If interested please apply via this ad or fax your resume to HR DIRECTOR, CAROL OTERO at 516-396-0553. _ CN Guidance & Counseling Services, inspires and catalyzes recovery for people living with mental health and substance use conditions through innovative and person-centered integrated clinical treatment, counseling, housing, and support services. • Awarded Newsday/Dan papers Top Long Island Work Place 2019-2026, 8 years in a row., • Every job and every team at our agency plays a role in helping other Long Islanders live healthy and fulfilling lives., • Engage your passion and CHOOSE a career & employer where you can use your vital energy to make a difference. It is the policy of CN Guidance and Counseling Services, Inc. to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. CN Guidance and Counseling Services, Inc. prohibits any such discrimination or harassment.'

Job Description We are seeking a detail-oriented and organized Accounting Administrative Assistant to join our accounting firm. However, during our busy months (Tax Season, February thru April) there is mandatory overtime with pay that is required for our office. Responsibilities: • Greet clients, answering questions and addressing concerns in a friendly and professional manner, • Manage the day-to-day operations of the office, including scheduling appointments, handling high call volume during tax season, collections, keeping up to date with emails, scanning documents, filing (clerical duties) and maintaining accurate records, • Utilize Google Suite to manage calendars, spreadsheets, letters and emails, • Demonstrate strong phone etiquette, answering and directing calls with precision and poise, • Assist in providing administrative support to staff members with bookkeeping records, payroll taxes, sales tax, audits, new businesses, personal and business tax returns, • Maintain an organized and efficient office environment, • Practice excellent time management skills to ensure all tasks are completed in a timely manner and meet all deadlines, • Proofread documents and reports to ensure accuracy and professionalism, • Assist with processing invoices and payments on QuickBooks, research tax laws, ordering supplies and etc., • Maintain organized and detailed records, • Assist in the preparation of documents Qualifications • Experience as Admin. Assistant in accounting firm or private office, • Strong organizational skills with the ability to multitask and prioritize tasks effectively, • Proficiency with Google Suite (Sheets, Contacts, Calendar and Gmail) and other software's such as Microsoft Excel, Word and MailChimp, • Excellent communication and phone etiquette skills, • Ability to maintain confidentiality and handle sensitive information, • Strong proofreading and editing skills, • Ability to work independently and as part of a team, • Memorization Skills, • Ability to follow instructions, • Strong analytical and problem-solving skills, • Excellent organizational and time management skills, • Strong attention to detail and accuracy in financial reporting

Job Description PC Support / Network Support / Technology Help Desk - College Internship (Paid) Position Overview: Horizon Healthcare Staffing is seeking a local college student in their sophomore or junior year to join our company to provide information technology services. This includes a wide range of PC support, networking support, and help desk support functions at our company headquarters in Hicksville, NY. Our technology environment includes over 100 PC's, six (6) Microsoft servers, a local and wide area network, MS-Office 365, and cloud-based computing applications for system administration and accounting. We are seeking a college intern to work between 15 - 25 hours a week from Monday - Friday, 8am - 6pm, which are our normal business hours. This is an on-going part-time position extending into the summer. This position pays $21 per hour. Qualifications: • Current Sophomore or Junior attending college on Long Island, required., • Information Technology, Computer Science, or Computer Engineering major, required., • Current GPA of 3.0 or higher, required., • Current knowledge of computer hardware, Microsoft operating systems, basic computer networking, and solid knowledge of Microsoft Office, required., • Excellent communication and interpersonal skills, required. About Horizon Healthcare Staffing: Horizon Healthcare Staffing has been providing healthcare staffing services in the New York and New Jersey Metropolitan area since 1992. As a leading provider of rehabilitation, nursing, and allied health personnel in the region, we pride ourselves on our commitment to both the facilities and organizations we help staff as well as to the community of healthcare professionals we serve to help find employment. https://www.hhstaff.com Job Type: Part-time Schedule: • 15-25 hours per week, • Monday to Friday 8am - 6pm Work Location: In-person \nCompany Description Horizon Staffing Resources is a leading staffing agency specializing in connecting exceptional talent with rewarding job opportunities. We provide comprehensive staffing solutions across various industries, prioritizing professionalism, integrity, and personalized service. With our dedication to matching the right candidates with the right positions, we help job seekers achieve their career goals while supporting employers in their staffing needs. Join us today and experience the Horizon difference. Horizon Staffing Resources is a leading staffing agency specializing in connecting exceptional talent with rewarding job opportunities. We provide comprehensive staffing solutions across various industries, prioritizing professionalism, integrity, and personalized service. With our dedication to matching the right candidates with the right positions, we help job seekers achieve their career goals while supporting employers in their staffing needs. Join us today and experience the Horizon difference.

Job Description VIRTUAL JOB FAIR Date: 10/26/2026 Time: 10:00AM-4:00PM Please copy and paste the following link into your internet browser to REGISTER TODAY and for more information: https://docs.google.com/forms/d/1opE-tx43OGOlaUA79PoUzk4tlbTpMTqVvBMy9EE9yqU JOB DEFINITION: Provide administrative and clinical management responsibility for all clinical and support services provided by CNGCS' CCC facility in accordance with all regulatory and governing agencies. EDUCATIONAL REQUIREMENTS: Master's degree in Social Work required or Mental Health Counseling. Active registration as a Licensed Clinical Social Worker (LCSW), Licensed Marriage and Family Therapist with diagnostic privileges (LMFT- D), or Licensed Mental Health Counselor with diagnostic privileges (LMHC-D). Required to apply for and maintain highest level of professional licensure upon eligibility. EXPERIENCE REQUIRED: Minimum five years of post-graduate administrative and clinical supervisory experience as well as a minimum of 2 years' experience in a substance abuse service delivery setting. E.H.R./computer skills and experience a must. Co-occurring disorder experience a must. ESSENTIAL DUTIES AND RESPONSIBILITIES: • Responsible for the day-to-day administrative and clinical operation of the CCC., • Provide administrative and clinical oversight and responsibilities and ensure conformance with program objectives, agency policies and procedures, and compliance with all aspects of regulatory funding and governing bodies, insurance and any applicable grants., • Assist with the development and implementation of policies and procedures of the program and its operation. Assist with maintaining an up-to-date policy and procedure manual of the program. Ensure compliance with the policies and procedures., • Oversee all administrative and clinical supervisory functions that affect the quality and productivity of the program. Plan for program needs and assist with the future growth of the clinic/agency., • Assist with interviewing, hiring, and supervising of program staff both clinical and administrative managers/supervisory clinical and non-clinical and office staff. Assist with the administrative management of medical staff and prescribers. Provide timely and constructive feedback and performance evaluation, monitoring and coaching to Program staff., • Represent the agency in facilitating the goals and operation of the program., • Assists with and/or oversee the reporting requirements of the Program or its funders., • Participates in all required internal and external meetings that appropriately represent the needs of the clients and the Agency., • Utilizes and understands the value of supervision, which increases practice skills, promotes better service for the client and preserves accountability to the Agency., • Provide direct and indirect supervision of clinical staff and students providing guidance and training in techniques of diagnosis, assessment and treatment intervention as well as oversight of compliance with standards of the Agency in providing patient care and meeting accountability requirements. Provide oversight of the productivity and the degree to which they meet all the relevant specifications of their job description, including, but not limited to the care of high-risk clients., • Provide direct or indirect supervision of office management staff and in their absence or need, the front office and centralized scheduling., • Assists in overseeing the training needs of all program and administrative staff through input into planning, staff meetings, extramural training experiences and written communication to staff., • Represents the Agency by serving on designated external committees or at meetings, reporting back on outcomes as needed., • Participates in planning for the needs of the community and the Agency with the rest of the Management team., • Evaluate, understand and support the use of data in the administrative and clinical functions of the clinic/agency to inform decision-making and to ensure compliance., • Assist with sustaining the financial health of the clinic; working with Accounting and Billing as necessary., • Identify and implement quality improvement trainings and activities as part of professional development goals., • Work with QI, CCBHC Project Director, Compliance Director, Billing, HIT and others on workflows and quality improvement as it pertains to the effective running of the program, its reporting requirements, compliance and its financial sustainability., • Provide on-call emergency coverage on a rotating basis with the program director., • Identify and implement quality improvement trainings and activities as part of professional development goals, • Encourage quality improvement processes and provide consistent resources for QI and professional development, • Ability to cultivate a culture of inclusion for all employees that respects their individual strengths, views and experiences. A Culture that makes better decisions, drives innovation, and delivers better business results., • Adherence to all safety protocols and procedures to ensure a safe working environment for all employees. Demonstrate a commitment to maintaining a safe work environment by following established safety guidelines., • Health and Safety Awareness: Include any relevant knowledge or experience regarding health and safety protocols to ensure a safe work environment for all employees., • Other duties as assigned. BENEFITS: We offer an attractive and competitive benefits package for full time employees which includes but not limited to: • Medical, • Dental, • Vision, • $0 Deductible Platinum Plus Medical Insurance Plan - 90% Employer Provided Benefit, • Flexible Spending Account, • 403(b) retirement plan, • Long Term and Short Term Disability, • Legal Plan, • Dependent Care Expense Account, • Life Insurance/Supplemental Life Insurance, • Pet Insurance, • HRA, • Training programs including a Mentorship program, • Employees may be eligible for Federal/Public Student Loan Forgiveness, • Career growth and Promotional opportunities, • Employee Perks and Discounts to Broadway shows and more 5 Personal Days, 10-20 Vacation Days, 12 Sick Days, 12 Company Paid Holidays-yearly and so much more. _ If interested please apply via this ad or fax your resume to HR DIRECTOR, CAROL OTERO at 516-396-0553. CN Guidance & Counseling Services, inspires and catalyzes recovery for people living with mental health and substance use conditions through innovative and person-centered integrated clinical treatment, counseling, housing, and support services. • Awarded Newsday/Dan papers Top Long Island Work Place 2019-2026, 8 years in a row., • Every job and every team at our agency plays a role in helping other Long Islanders live healthy and fulfilling lives., • Engage your passion and CHOOSE a career & employer where you can use your vital energy to make a difference. It is the policy of CN Guidance and Counseling Services, Inc. to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. CN Guidance and Counseling Services, Inc. prohibits any such discrimination or harassment.'

Job Description We are seeking a Part-Time employee, to join our team as an Administrative Accounting Assistant. However, during our busy season, Tax Season is a 35 hour work week and mandatory from February through April with pay. Job Responsibilities: • Manage and maintain office calendar (Google Calendar), including plan, scheduling and confirm appointments • Handle abundance of emails during tax season (Gmail), • Manage deadlines with the team such as bookkeeping, sales tax, payroll, audits, business and personal tax returns, • Draft correspondences to IRS and NYS and other formal documents, • Processing invoices and payments using QuickBooks, • Answer high call volume during tax season & inquiries with professionalism & excellent phone etiquette, • Organize and maintain files, ensuring accuracy and confidentiality, • Filing & scanning documents, • Oversee accounting office such as ordering supplies and greeting clients etc., • Be able to work full time hours (35) during Tax Season (2 1/2 Months) Skills: • Strong organizational skills with the ability to multitask and prioritize tasks effectively, • Excellent communication skills, both verbal and written, • Proficient in using office software applications (e.g., QuickBooks, Microsoft Word & Excel & Google Calendar & Google Sheets, Gmail & MailChimp & Social Media posting), • Experience in working at CPA or Accounting Office is a plus, • Ability to work well under pressure in a fast-paced environment during tax season, • Attention to detail and commitment to maintaining confidentiality, • Notary is a plus Qualifications: • Previous experience in office administration position, • Ability to prioritize and multitask, • Excellent written and verbal communication skills, • Excellent customer service, • Experience in Excel (create spreadsheets), • Experience in Microsoft Word (write business letters), • Internet savvy and knowledgeable with Google and Gmail (Contacts & Calendar) and mail chimp, • Experience in working in CPA/Accounting Office (preferred), • Notary (preferred), • Work Independently, • Leadership skills, • Responsible person, • Team player, • Strong attention to detail, • Strong organizational skills, • Deadline and detail-oriented, • Handle fast pace work environment during tax season