Trabajos Accounting & Finance en Hicksville, New YorkCrear alertas

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

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

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

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

Overview\n Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” \n \n About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. \n \n You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. \n \n Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. \n \n This role is non-exempt and requires onsite presence at a TurboTax location in the United States. \n \n What You’ll Do: \n \n Be a Proactive Community Ambassador \n\n • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community.\n, • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach.\n, • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. \n\n \n Provide Tax Expertise \n\n • Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). \n, • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. \n, • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. \n\n \n Deliver a Best in Class Customer Experience \n\n • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). \n, • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship.\n, • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. \n, • Address client inquiries while helping them overcome tax-related challenges.\n\n \n \n What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: \n 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program \n discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support \n \n Key Qualifications \n Who You Are: \n\n • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred. \n, • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.\n, • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds\n, • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.\n, • Familiarity with Circular 230\n, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand.\n, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies\n, • Bilingual (English/Spanish) communication skills are a plus\n, • Experience in holistic tax advisory services beyond tax filing\n, • Must be willing to wear a TurboTax uniform\n, • Must be willing to work in a front facing retail environment\n\n \n Attributes & Skills: \n\n • Passionate about empowering customers and helping them overcome the complexities of taxation.\n, • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). \n, • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.\n, • Exceptional customer service skills, high empathy, and a friendly, professional demeanor.\n, • Excited to be showcased as a TurboTax Expert in local and national marketing efforts.\n, • Strong verbal and written communication skills.\n, • Ability to work in a fast-paced environment independently while managing multiple priorities.\n, • Proficient with technology, including tax preparation software and CRM/sales tools.\n\n \n Additional Requirements: \n Must reside within the United States. \n Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. \n \n Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: \n New York $32.50 - $36.00 \n This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender. \n Powered by SonicJobs (an advertiser on Veritone). By applying, you consent to share your data with SonicJobs and the employer. Veritone or SonicJobs does not store or use your application data beyond facilitating the application. \n See Intuit Privacy Policy at https://www.intuit.com/careers/privacy/ and SonicJobs Privacy Policy at https://www.sonicjobs.com/us/privacy-policy and Terms of Use at https://www.sonicjobs.com/us/terms-conditions PandoLogic. Keywords: Tax Accountant, Location: Huntington, NY - 11743

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

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

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

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

Job Description Established masonry supply company looking for experienced bookkeeper to work directly with the owner and handle the daily accounting functions including: • Account payable and accounts receivable, • Send A/R statements to customers, • Reconcile A/R statements, • Reconcile and record credit card changes and receipts, • Reconcile bank statements, • Work with cash receipts and disbursements, • Verify the accuracy of transactions that have been entered, • Sales tax and payroll knowledge, • Previous experience as a bookkeeper required, • Knowledge of QuickBooks desktop a requirement, • Good with spreadsheets and experience in Microsoft Excel and Word a plus Not accepting remote accounting positions* Full time position for bookkeeper will be $25-$30 per hour

Job Description We are seeking a highly skilled and detail-oriented Bookkeeper. Candidates must have experience with all bookkeeping duties. Additional duties include office work Qualifications: • Must have experience working with Sage Mas100 or Equivalent Software.Company Description We are brokers of electronic and electrical components on a commercial and military level. We are brokers of electronic and electrical components on a commercial and military level.

Job DescriptionAbout Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach combines innovation, collaboration, and education to deliver long-term impact and trusted client relationships. www.wealthbridgefg.com Position Overview We are seeking motivated, entrepreneurial individuals to join our growing team as Financial Professionals. In this role, you will work closely with clients to develop customized financial strategies while building your own practice with the support of an experienced and collaborative network. Key Responsibilities • Develop and maintain long-term client relationships through a client-first, consultative approach, • Analyze clients’ financial goals and design personalized strategies (retirement, investment, insurance, estate planning), • Provide education and guidance to help clients make informed financial decisions, • Collaborate with internal specialists, CPAs, and other professionals to deliver holistic solutions, • Build and grow your own book of business through networking, referrals, and marketing initiatives, • Stay current on financial markets, products, and planning strategies Requirements Ideal Candidate • Entrepreneurial mindset with strong interpersonal and communication skills, • Desire to build a client-focused business and long-term career, • Self-motivated, disciplined, and goal-oriented, • Interest in financial services, wealth management, or business development, • Prior experience in sales, finance, or client service is a plus (not required) Who You’ll Work With You’ll serve a diverse client base including: • Individuals and families, • Business owners, • Institutions and organizations Why Join WealthBridge? • Be part of a firm focused on people, impact, and outcomes, • Build a career with uncapped growth potential, • Work in a supportive environment that values collaboration and innovation, • Help clients navigate complex financial decisions with confidence Benefits What sets us apart from other firms? • Access to a collaborative network of experienced professionals and mentors, • Advanced planning resources, digital marketing support, and business development tools, • Flexible career path with entrepreneurial growth opportunities, • Ongoing training, licensing support, and professional development, • Technology platforms and tools to help streamline client engagement and planning, • A culture focused on integrity, innovation, and long-term client success

Job Description Looking for a fulfilling career that encompasses the dynamic world of payments? Join us at EPSG! We are the leading provider of integrated payment solutions and the destination for aspiring professionals like you to make payments the first and last stop in your career. We are seeking a Sr. Underwriting Analyst to join our growing team. This role will report to the Underwriting Manager and will be responsible for the overall underwriting of newly submitted merchant applications. The role is based in Melville, NY. Here’s what it would look like to choose EPSG: BENEFITS FOR YOU • Comprehensive benefits, including medical, vision, and dental, • Paid time off, • 401K with company match, • Opportunity for growth, • Paid holidays, • Employee Assistance Program YOUR KEY RESPONSIBILITIES • Efficiently manage, sort, and organize merchant applications and supporting documentation, • Accurately enters appropriate statistical & confidential information into multiple systems, • Run background searches, • Conduct analysis based upon business documentation, • Communicate professionally with outside sales agents through email and phone, • Resolve or report problems being encountered to ensure timely completion of merchant applications, • Ability to train new employees as necessary, • Ability to think critically and communicate opportunities for efficiency related tothe dailyjob tasks. QUALITIES & QUALIFICATION WE LOOK FOR • Previous strong underwriting experience preferably related to the payments industry or other applicable industries, • Strong problem-solving skills and the ability to troubleshoot, • Excellent communication skills both written and verbally, to effectively collaborate with other team members, and agents WHO WE ARE EPSG is a trusted leader in payment processing and merchant services, bringing together decades of expertise and experience. Guided by integrity, transparency, and commitment, we excel at seamlessly integrating cutting-edge transaction technologies into a user-friendly platform. With a comprehensive range of end-to-end payment solutions, we are dedicated to fostering the growth and success of our partners and merchants. As a company built by sales partners, for sales partners, and merchant by merchant, we prioritize long-term relationships and aim to be the first and last stop for all payment needs.

Job DescriptionOur PUBLIC ACCOUNTING FIRM clients (located in several parts of Nassau and Suffolk as well as NYC)-- are very actively seeking tax staff through partners. Diverse Industries and specialties. Please send resume to: auditdepartment@verizon.net

Job Description Must have prior Book Keeping/Public Accounting Experience. Must also have experience w/ Quick-books and other bookkeeping software. • Prepare accounting updates, reconciliations, and financial statements., • Assisting in the preparation of federal and state income tax returns, including forms 1040, 1065, & 1120., • Supporting tax planning strategies and communicating with clients., • Maintaining confidentiality of client and firm information.

Job DescriptionBenefits: • Bonus based on performance, • Opportunity for advancement, • Paid time off, • Competitive salary, • Flexible schedule, • Signing bonus, • Training & development Position Overview Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Account Manager - State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential. Responsibilities • Work with the agent to establish and meet marketing goals., • Develop leads, schedule appointments, identify customer needs, and market appropriate products and services., • Maintain a strong work ethic with a total commitment to success each and every day.Requirements, • Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred, • Successful track record of meeting sales goals/quotas preferred, • Interest in marketing products and services based on customer needs, • Excellent interpersonal skills, • Organizational skills, • Self-motivated, • Ability to work in a team environment, • Ability to assess customer needs and conduct effective interviews, • Ability to effectively relate to a customer, • Property and Casualty license (must be able to obtain), • Life and Health license (must be able to obtain)If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm.

Job Description Join us at NYL - Nassau GO as a Financial Services Professional, where you'll play a vital role in empowering individuals to achieve their financial dreams. You'll have the opportunity to grow your career with a Fortune 100 company known for its long-standing commitment to innovation and community culture. At New York Life, we don't just focus on financial strength; we emphasize long-term success for clients. You'll be part of a team that values collaboration and continuous development, offering you flexible work arrangements and professional growth opportunities. As part of our community, you'll receive comprehensive support and resources to help you thrive. Our commitment to employee development means you'll have access to ongoing training and mentorship, positioning you for success in the dynamic insurance industry. We offer competitive benefits, including health plans and career advancement paths, ensuring you have the tools you need to excel. Let's work together to make a difference in the lives of the people we serve, while building a rewarding career for yourself. Compensation: $120,000 plus at planned earnings Responsibilities: Develop and maintain strong relationships with clients, ensuring their financial needs are met with tailored solutions. Conduct comprehensive financial assessments to identify opportunities for clients to achieve their financial goals. Collaborate with clients to create personalized financial plans that align with their long-term objectives. Stay informed about industry trends and regulatory changes to provide clients with up-to-date advice and strategies. Utilize New York Life's resources and training to continuously enhance your expertise and service offerings. Engage in proactive outreach to expand the client base and foster new business opportunities. Participate in ongoing professional development and mentorship programs to advance your career within the company. Qualifications: Experience in financial services or a related field, demonstrating a strong understanding of financial products and services. Ability to build and maintain lasting relationships with clients, showcasing excellent interpersonal and communication skills. Proven track record of developing customized financial plans that align with clients' long-term goals. Strong analytical skills to conduct comprehensive financial assessments and identify opportunities for clients. Familiarity with industry trends and regulatory changes to provide informed advice and strategies. Proactive approach to expanding the client base and fostering new business opportunities. Commitment to continuous learning and professional development, utilizing New York Life's resources and training programs. About Company About New York Life New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients. Awards & Accolades We’re proud of our financial strength: • A++ Superior (A.M. Best), • AAA Exceptionally Strong (Fitch), • Aaa Exceptional (Moody’s), • AA+ Very Strong (Standard & Poor’s)

Job Description Senior Payroll Specialist Our well established national client located in Melville is looking to hire a Senior Payroll Specialist on a full time basis. This position is onsite daily with an organization that has a great environment and opportunity for growth. POSITION SUMMARY: The Senior Payroll Specialist is responsible for the accurate and timely processing of multi-state, union and non-union payroll and provides day-to-day oversight of payroll operations. This role supports the Payroll Manager in ensuring payroll compliance, resolving complex payroll matters, coordinating payroll-related audits, and maintaining effective payroll processes across the organization. RESPONSIBILITIES: Payroll Processing & Administration · Accurate and timely processing of weekly in-house payroll for union and non- union employees across multiple states. · Review payroll inputs, including timecards, pay rates, union craft/class rates, bonuses, deductions, exemptions, and other payroll changes, to ensure accuracy prior to payroll submission. · Maintain payroll records by entering and reviewing changes to employee compensation, tax withholdings, deductions, exemptions, union rates, and other payroll information. · Investigate and resolve payroll discrepancies in a timely manner. · Process and remit multi-state payroll taxes through ADP, ensuring payments and filings are completed accurately and timely. · Maintain payroll operations in accordance with company policies, procedures, and applicable federal, state, and local regulations. · Cross-train on payroll functions and provide support to other members of the Payroll team as needed. · Communicate with all levels of management to ensure timecards are submitted accurately and timely. Compliance, Audits & Reporting · Coordinate year-end W-2 processing and assist with year-end payroll activities. · Prepare and maintain certified payroll reports and ensure required reporting is completed accurately and timely. · Oversee and coordinate union payroll audits, including gathering requested documentation, responding to auditor inquiries, researching discrepancies, and working with internal stakeholders and union representatives to resolve issues. · Process payroll-related garnishments and other required deductions in accordance with applicable requirements. · Process employment verifications and unemployment claims as needed. · Prepare payroll reports and special analyses for management as requested. · Monitor payroll processes and requirements to identify opportunities for improved efficiency, accuracy, and compliance. Employee & Management Support · Serve as a resource to employees, field managers, union representatives, and management regarding payroll-related questions and issues. · Work directly with unions and senior management to research and resolve complex payroll matters. · Maintain confidentiality of employee compensation and payroll information and protect the integrity of payroll operations. · Support the Payroll Manager with special projects, process improvements, and other payroll-related initiatives. · Perform other duties and responsibilities as assigned QUALIFICATIONS: · 5+ years of experience processing union and non-union multi-state payroll. · Bachelor’s degree in Accounting, Finance, or related Business field a plus. · Experience processing multi-state payroll and working with state and local payroll tax requirements. · Strong knowledge of payroll processes, regulations, deductions, and compliance requirements. · Construction industry, in-house payroll experience preferred. · Experience working with ADP or a comparable payroll tax processing system. · Experience working directly with unions and supporting or coordinating union payroll audits. · Strong analytical and problem-solving skills with exceptional attention to detail. · Resourceful with the ability to independently research payroll questions, identify solutions, and think outside the box when addressing complex issues. · Strong oral, written, and interpersonal communication skills. · Ability to effectively communicate with employees, field management, unions, auditors, and senior management. · Self-motivated and able to effectively prioritize and execute multiple tasks in a high-pressure, deadline-driven environment. · Ability to work independently while also contributing effectively within a team-oriented, collaborative environment. · Strong organizational skills and ability to maintain a high level of confidentiality. · Membership in the American Payroll Association (APA) is a plus. Salary is based upon experience but the target is $65-85k plus benefits, bonus, profit sharing and 401k. If you are interested in this Senior Payroll Specialist position located in Melville, and are qualified, please apply! Our client is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, creed, color, religion, alienage or national origin, ancestry, citizenship status, age, disability or handicap, sex, marital status, veteran status, sexual orientation, genetic information, arrest record, or any other characteristic protected by applicable federal, state or local laws. The management team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment \nCompany Description LV Staffing Associates, Inc. is a full service staffing agency providing outsourced full cycle recruiting, contingency placements as well as temporary services. We take pride in the placements that we make and appreciate the relationships that we build with both of our candidates and clients! LV Staffing Associates, Inc. is a full service staffing agency providing outsourced full cycle recruiting, contingency placements as well as temporary services. We take pride in the placements that we make and appreciate the relationships that we build with both of our candidates and clients!

Job Description Organize client files Answer Phones Maintain Office Communicate with Vendors (copier, water, shredding service, postage, order supplies) Take in client information during tax season. Collate tax returns Understanding and working with Quickbooks and Excel a plus \nCompany Description Small CPA firm in Bellmore specializing in tax preparation. Small CPA firm in Bellmore specializing in tax preparation.

Job Description Analyzes, verifies, authorizes, processes and reports on financial information related to system-wide Corporate Finance activities. Designs, develops and implements systems or procedures resulting in the accurate reporting of financial or system data. Job Responsibility • Analyzes, verifies, tracks and reports on financial indicators (for example, accounts receivables, account coding and charging, cash flow, budgets, GL, P&L, statistical data and reserves) in support of system-wide corporate financial activities., • Reports on results on a monthly, quarterly and/or annual basis., • Tracks and reports on statistical variances., • Reports discrepancies to Supervisor/Manager., • Designs, develops and modifies systems and procedures to enhance departmental processing as needed., • Responsible for maintaining proprietary databases including data integrity, timeliness of data input and accuracy of data., • Conducts internal audits to ensure compliance to departmental policies and procedures and state and federal regulations., • Maintains compliance with various state, federal and industry standards and regulations., • Operates under general guidance and work assignments are varied and require interpretation and independent decisions on course of action., • Performs related duties as required. All responsibilities noted here are considered essential functions of the job under the Americans with Disabilities Act. Duties not mentioned here, but considered related are not essential functions. Preferred skills: • Excel experience, • Access experience Job Qualification • Bachelor's Degree required, or equivalent combination of education and related experience., • 1-3 years of relevant experience, required., • Additional Salary Detail The salary range and/or hourly rate listed is a good faith determination of potential base compensation that may be offered to a successful applicant for this position at the time of this job advertisement and may be modified in the future.When determining a team member's base salary and/or rate, several factors may be considered as applicable (e.g., location, specialty, service line, years of relevant experience, education, credentials, negotiated contracts, budget and internal equity).

Job Description Responsibilities: • Record daily financial transactions, • Reconcile bank accounts, • Manage accounts payable and receivable, • Prepare financial reports, • Maintain accurate bookkeeping records Requirements: • Previous bookkeeping or accounting experience, • Knowledge of QuickBooks or similar accounting software, • Strong organizational and communication skills, • Ability to work independently and maintain confidentiality, • Answer telephones Hours: Part-time 2-3 days per week (flexible schedule) If you're dependable and have a passion for keeping finances organized, we'd love to hear from you. Please send your resume and a brief summary of your experience. Company Descriptionwww.wjchristie.comwww.wjchristie.com

Job Description We are seeking a highly organized and detail-oriented Full Charge Bookkeeper to work on comprehensive accounting functions for our company. You will work with our accounting team to assist in maintaining and reconciling the books and records of the company, including the sales journal, accounts receivable and accounts payable as well as the processing of payroll. Must have three years of experience with Quickbooks, Excel and payroll processing.

Job Description At Amwins, we succeed together — and have a good time doing it. We know people don't leave companies. They leave cultures — which is why we work so hard on ours. At Amwins, we thrive on collaboration, not cutthroat competition. Our teams work together to help each other succeed, and we do right by our clients so they can do right by theirs. First and foremost, we invest in our employees. That investment shows in everything we do; education and development programs, comprehensive and competitive benefits, and an organizational structure that's 43% owned by employee shareholders. Our commitment to diversity, equity and inclusion helps cultivate an open, welcoming workplace that reflects the communities we serve. You will have the opportunity to volunteer within Amwins through a wide range of committees and in your community through the Amwins Foundation and Summer of Service. Working at Amwins means you love what you do, how you do it and, ultimately, who you do it with. Whether it's today or 150 years from now, we continue to invest in our culture and your development so opportunities for growth and career advancement are never in short supply. Learn more about us at amwins.com. Join our Amwins Access team in Jericho, NY as an Associate Underwriter! This is a full-time, in office position in our Jericho, NY office with potential for a hybrid schedule after training. Snapshot of what Amwins provides to our team members: • Compensation includes a salary commensurate with experience, • Annual bonus potential, • Broad benefits package available, • Most benefits available first day of employment, • Medical, Dental, Vision, Life, etc., • Parental Leave, Adoption Assistance, Travel Reimbursement for healthcare, Retail Discount Program, Scholarships for dependents of Amwins employees, etc., • Generous Paid Time Off and Company Holiday Schedule, • Collaborative, continuing education focused work environment, • Career advancement opportunities Each Associate Underwriter provides vital team functions: • Review submission information required to issue new or renewal quotes, • Rating and preparation of new or renewal quotes as directed by Underwriter, • Review and handling of inspection recommendations and discrepancies, • Monitor various reports for consistency, • Potential for policy issuance and endorsement processing, including audits, • Assist in accounting procedures such as invoicing, • Data entry into multiple internet-based systems We are looking for people with: • 1-3 years of prior insurance experience, • Wholesale service experience is a plus, • Property and Casualty License required The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities or physical requirements. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Pursuant to New York regulation, the compensation range for this position is as stated and includes eligibility for performance-based bonuses. New York Pay Range$66,300—$66,300 USD

Job DescriptionWe are looking for a detail-oriented Bookkeeper to support day-to-day financial operations for our team in Garden City, New York. This position is ideal for someone who is comfortable managing core accounting activities, maintaining accurate records, and helping keep financial processes organized and up to date. The successful candidate will bring hands-on experience with transactional accounting and a strong command of QuickBooks. Responsibilities: • Maintain accurate financial records by recording daily transactions and organizing supporting documentation., • Process vendor invoices, prepare payments, and monitor outstanding obligations to keep accounts payable current., • Issue customer invoices, track incoming payments, and follow up on open balances to support accounts receivable activities., • Reconcile bank statements and internal records on a regular basis to identify discrepancies and resolve variances promptly., • Review financial entries for completeness and accuracy while helping ensure ledgers remain balanced and reliable., • Use QuickBooks to manage bookkeeping tasks, update account information, and generate routine financial reports., • Assist with month-end close activities by preparing reconciliations and compiling accounting data for review.• At least 3 years of experience in bookkeeping or a closely related accounting support role., • Practical experience using QuickBooks with strong attention to detail., • Working knowledge of accounts payable, accounts receivable, and general bookkeeping procedures., • Experience completing bank reconciliations with strong attention to detail., • Ability to maintain accurate records and manage multiple financial tasks efficiently., • Strong organizational skills and a dependable, deadline-conscious work style.

Job Description Manufacturers Rep of commercial HVAC is seeking a Collections Specialist to join our team! You will be responsible for securing billing payments from your customers. Responsibilities: • Make collection calls and emails, • Advise and follow-up with customers on unpaid accounts, • Investigate disputes, • Work closely with Sales staff to resolve discrepancies, • Initiate escalated processes to collect past due accounts, • Keep records and status of customer's account, • Receive and post payment to customer's account Qualifications: • Previous experience in Collections, billing, customer service, or other related fields, • Commercial construction experience a plus, • Ability to build rapport with clients, • Excellent written and verbal communication skills, • Ability to prioritize and multitask Salary & Benefits Overview • Opportunity for advancement., • Excellent benefits program including medical, dental, 401k, vacation, paid holidays., • Product training and support provided – in house and factory training., • Salary range based on experience.\nCompany Description The Premier Manufacturers Representative of HVAC Products. For over 50 years, our reputation of excellence in the contracting, engineering and architectural communities, enables us to satisfy and exceed all of your HVAC needs. Air distribution, fan applications, air handling units, fan coils, VFDs, electric heat, humidification, and so much more. We have the knowledge and products to solve your HVAC problems. The Premier Manufacturers Representative of HVAC Products. For over 50 years, our reputation of excellence in the contracting, engineering and architectural communities, enables us to satisfy and exceed all of your HVAC needs. Air distribution, fan applications, air handling units, fan coils, VFDs, electric heat, humidification, and so much more. We have the knowledge and products to solve your HVAC problems.

Job DescriptionJoin One of Long Island's Leading Independent Insurance Agencies At Borg Insurance Agency & Associates, we've built our reputation by combining exceptional client service with outstanding technical expertise. As we continue to grow, we're looking for an organized, detail-oriented professional to join our Commercial Underwriting team. As an Underwriting Account Associate, you'll play a critical role in helping our underwriters and account executives move business efficiently from submission to binding while ensuring every client receives the high level of service that defines Borg. This position is ideal for someone who enjoys organization, thrives in a fast-paced environment, and takes pride in producing accurate, high-quality work. Every day brings new challenges, new accounts, and opportunities to learn more about commercial insurance. What You'll Do As part of our Underwriting/Marketing team, you'll provide operational support throughout the commercial insurance placement process. Your responsibilities will include: • Assist with new business submissions and commercial renewal remarketing., • Review applications and supporting documentation for completeness and accuracy., • Coordinate the binding process, ensuring all required subjectivities are satisfied., • Prepare Premium Finance Agreements., • Process Certificates of Insurance accurately and promptly., • Request and organize loss runs from insurance carriers., • Maintain accurate underwriting files and documentation within our agency management system., • Prepare proposals, comparison summaries, and other client-facing materials., • Support Underwriters and Account Executives throughout the marketing and placement process., • Communicate professionally with insurance carriers, brokers, clients, and internal team members., • Assist with special projects and departmental initiatives as assigned.What Makes Someone Successful Here Our most successful team members share several characteristics: • Exceptionally organized, • Highly detail-oriented, • Dependable and accountable, • Strong sense of urgency, • Calm under deadlines, • Excellent written and verbal communication skills, • Positive, collaborative attitude, • Continuous learner who enjoys improving processes, • Takes ownership and follows through We value people who don't simply complete tasks. We value professionals who think ahead, solve problems, and continuously look for ways to improve the client and team experience. Qualifications • Commercial insurance experience is required, • Experience in underwriting support, account management, agency operations, or client service is highly desirable., • Experience with Applied EPIC is a plus., • Strong Microsoft Office proficiency., • Excellent organizational and multitasking abilities., • Ability to work accurately in a deadline-driven environment., • Outstanding attention to detail., • New York Property & Casualty License preferred or willingness to obtain.Location, • While in person / hybrid is strongly preferred, • Fully Remote may be considered for a stand out candidate. If you're looking for a career where your work matters, your attention to detail is valued, and your contributions directly impact client success, we'd love to hear from you.

Job Description Catholic Charities of Long Island models the love of Jesus by offering dignified and compassionate care to poor and vulnerable neighbors of every faith and background. In-person service at more than 50 sites throughout Nassau and Suffolk counties is inspired by the Gospel call affirming the sacredness of every human life. CCLI is looking for a Payroll Specialist with a generous heart and a desire to contribute to the well-being of others to carry out our mission on Long Island. By joining our team, you will share in the joy of providing “care with dignity and life with hope.” Responsibilities: • Maintain employee payroll records, including new hires, terminations, promotions, and compensation changes., • Process monthly, quarterly, and year-end reporting, including W-2s and other required documentation., • Support payroll audits and assist with internal and external compliance reviews., • Recommend and implement process improvements to increase payroll accuracy and efficiency., • Prepare journal entries and perform payroll reconciliations, ensuring accurate financial reporting and timely resolution of discrepancies., • Collaborate cross-functionally with the Finance team to ensure the accuracy and integrity of payroll and accounting data Requirements: • High school diploma or equivalent required., • 2+ years of payroll processing experience., • Working knowledge of payroll laws, wage and hour regulations, and payroll tax requirements., • Experience with ADP Enterprise Version 6 (EV6) and ADP Workforce Manager preferred., • Strong mathematical, organizational, and problem-solving skills as well as excellent attention to detail and accuracy. Schedule: full time – 35 hours per week - 9 AM – 5 PM Monday - Friday with one day remote Rate of Pay: $55K annual This rate of pay serves as a good faith estimate. Actual pay is based on a number of factors which may include a candidate’s qualifications, skills, competencies, experience and work location. The salary range or rate listed does not include any differential pay or other forms of compensation, such as the value of benefits, which may be applicable to this position.

Job Description SimpleCREDIT is a growing private lender, based in Garden City, NY, built for credit professionals who want to underwrite real deals across the investment property and transitional lending space. We focus on core business-purpose lending including DSCR, residential transition, bridge, fix-and-flip, ground-up construction, multi-property and blanket structures, and small development projects, backed by institutional capital, with plans to continue expanding our product and capital access. We are seeking experienced credit and underwriting staff. Our lending platform is affiliated with an established real estate and specialty finance group with active operating businesses, properties, and investment-related entities. That affiliation provides our underwriting team with immediate access to existing deal flow, operational infrastructure, and industry relationships, not a cold start. This is an opportunity to help build a lending platform early, with the ability to influence credit standards and grow with the business while leveraging internal deal flow, shared resources, and long-term expansion plans. Responsibilities • Underwrite DSCR, bridge, fix-and-flip, ground-up construction, and blanket loans across the affiliated lending platform, • Evaluate sponsor strength, liquidity, experience, and track record, • Analyze project budgets, construction timelines, and cost-to-complete risk, • Review appraisals, feasibility studies, rent rolls, and market fundamentals, • Assess exit strategy viability and market liquidity, • Structure transactions to balance risk and growth, • Prepare clear written credit memos and present recommendations in committee, • Partner with originations to improve deal quality without compromising standards, • Identify portfolio-level risk patterns and provide insight to leadership, • Manage the full underwriting lifecycle from initial review through credit approval and closing, • Coordinate with originations, processing, and closing teams on conditions and documentation, • Maintain accurate credit files and records in the loan origination system, • Contribute to guideline and policy refinement as the platform scales Requirements • 3–7 years underwriting investment property or business-purpose real estate loans, • Direct experience with ground-up construction risk, blanket and portfolio loans, transitional real estate, and DSCR underwriting, • Working knowledge of LTC vs. LTV tradeoffs, construction draw risk, cost overruns and contingency analysis, debt yield, DSCR, and exit risk, • Demonstrated ability to evaluate sponsors beyond credit score, • Experience defending or presenting credit decisions in committee or leadership forums, • Proficiency with loan origination and underwriting platforms and Excel-based credit modeling, • Ability to manage a pipeline and work independently across multiple concurrent deals, • Experience with small-balance commercial, multifamily, or mixed-use assets a plus, • Familiarity with institutional capital requirements or fund-level reporting a plus, • Experience mentoring junior underwriters or analysts a plus

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

Job Description Payroll Specialist Primary Purpose of Job Process payroll for assigned programs, as well as processing garnishments, travel reimbursements and time-off accruals. Position is located in Bethpage working Monday - Friday in person from 9 am - 5 pm, 35 hours per week. Requirements • High School Diploma or equivalent required; Associate’s or Bachelor’s Degree preferred, • 3+ years’ experience in a payroll environment, • Proficient in Microsoft Office, Outlook, Excel & Word Additional Knowledge, Skills and Ability • Ability to handle multiple tasks simultaneously., • Effective communication, customer service and follow-up skills., • Must have excellent organizational skills, attention to detail, and confidentiality., • Exhibit a sense of urgency in completion of tasks; flexible for additional hours. Essential Functions • Process and audit high-volume electronic timesheets for biweekly payroll, ensuring accurate employee compensation and proper coding to departments, cost centers and job codes, • Communicate with program management to resolve errors for locations/programs assigned, • Verify and audit entries for accuracy, including new hires, terminations, leaves of absence, rate changes, etc., • Update employee department/job code allocations in ADP payroll system, • Ensure accuracy of employee’s PTO benefits in accordance with agency policy, • Assist with audit and reconciliation of payroll register as compared to electronic timecard reports to ensure accuracy, • Advise program supervisors on policy and procedures pertaining to payroll, • Ensure the timely processing of payroll, • Process travel reimbursements, referral bonuses, taxable fringe benefits, • Review and enter data for all wage garnishments processed by payroll vendor, • Prepare pay out of accruals for terminations, etc., • Prepare pre and post payroll processing reports, • Process posting of 3rd party sick pay, • Prepare off-cycle payrolls and manual checks, as necessary, • Prepare letters and follow up for outstanding paychecks, • Prepare bi-weekly General Ledger journal entry, • Assist with special projects as requested by supervisors, • Cross train in all areas of payroll processing, • Perform other duties as assigned Non-Essential Functions • Assist Payroll Coordinator and co-workers, as necessary, • Complete employment verifications and benefit forms as needed This is FT, 35 hour per week position- Mon-Fri 9am-5pm. Apply online at www.acld.org or text us for more information at 516-732-3979. An EOE m/f/d/v Job Requisition #5242 Monday-Friday 9am-5pm 35 hours

Job Description Child Care Council of Nassau, a private, nonprofit organization, is seeking a Part-Time Bookkeeper who will be responsible for maintaining accurate financial records and supporting the daily accounting operations of the organization. The Bookkeeper role manages accounts payable, banking activities, reconciliations, general ledger maintenance, and financial recordkeeping while ensuring compliance with established policies and deadlines. This is a part-time role between 21 and 26 hours per week. Compensation: $23 - $26 hourly Responsibilities: Essential duties and responsibilities include: Accounts Payable Enter and process vendor and receiving invoices in accordance with established procedures. Follow up with vendors regarding invoice status and payment inquiries. Match invoices to payment requests and supporting documentation. Maintain accurate and organized accounts payable records. Banking and Deposits Process and record check activity and coordinate stop-payment requests as authorized. Prepare and make weekly bank deposits in accordance with established fiscal procedures. Record and track all incoming deposits. Review and post merchant service transactions, including Authorize.Net activity. Account Reconciliations Perform monthly reconciliations for multiple bank accounts. Maintain outstanding check schedules and resolve discrepancies. Reconcile credit card statements and supporting documentation. General Ledger and Month-End Close Prepare monthly accruals, including applicable employee benefit expenses, for review and posting. Prepare and/or post adjusting journal entries and research and resolve account discrepancies. Assist with month-end closing activities and reporting deadlines. Development Support Process and record sponsorship payments. Prepare acknowledgment letters and related documentation. Audit Preparation and Record Management Scan, organize, and maintain financial records and supporting documentation. Ensure accounting files are complete, organized, and audit-ready. Maintain both digital and hard-copy fiscal records. Administrative Support Respond to vendor and internal inquiries regarding payments and accounting records. Assist the fiscal team with documentation, reporting, and special projects. Maintain the confidentiality and security of financial, employee, donor, vendor, and sensitive organizational information. Perform other duties as assigned by the supervisor. Qualifications: At least two years of bookkeeping or accounting experience required. Strong knowledge of accounts payable, bank reconciliations, and general ledger functions required. Proficiency in Microsoft Excel and accounting software required. Excellent organizational, communication, and time management skills. Ability to work independently, maintain accuracy, and meet deadlines. Experience with nonprofit accounting or nonprofit financial operations preferred. About Company Child Care Council of Nassau is dedicated to empowering families with the guidance and resources needed to find high-quality childcare services, fostering the growth of innovative early childhood education in homes, centers, and schools, and supporting individuals on their journey to professional development and forward-thinking in this vital field. CCCN is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other protected status under local, state, and federal law. Why work at CCCN? A 35-hour workweek, paid holidays, paid mid-year and year-end closures, one remote day per week, Summer Fridays, vision & dental coverage; voluntary life, AD&D, and long & short-term disability; identity theft protection; pet insurance; Aflac coverage guaranteed-issue life insurance and employer-funded Dependent Care or Health Reimbursement Accounts.

Job DescriptionBenefits: • Bonus based on performance, • Competitive salary, • Opportunity for advancement, • Paid time off, • Training & development ROLE DESCRIPTION: As Account Manager - State Farm Agent Team Member for Sonny Sahni - State Farm Agent, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: • Develop and maintain customer relationships to drive retention and growth., • Conduct policy reviews and provide recommendations to customers., • Oversee the resolution of complex customer issues., • Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads.QUALIFICATIONS:, • Experience in insurance sales or account management preferred., • Leadership and interpersonal skills., • Proven track record of meeting sales targets., • Willingness to engage in sales conversations., • Bilingual Spanish preferred.

Job DescriptionBenefits: • 401(k) matching, • Bonus based on performance, • Competitive salary, • Health insurance, • Opportunity for advancement, • Paid time off, • Training & development Account Manager – Insurance Sales Drive Growth. Build Relationships. Achieve Success. Are you a competitive, results-driven sales professional who thrives on helping people find the right solutions? As an Account Manager in our insurance agency, you’ll play a key role in driving business growth by building trusted relationships and delivering personalized coverage solutions that give clients confidence and peace of mind. This is a high-impact, sales-focused role where your ability to connect, uncover needs, and close opportunities directly fuels your success—and the agency’s. If you’re proactive, motivated, and ready to take ownership of your results, we want to meet you. Key Responsibilities Build and maintain strong client relationships to drive retention and generate new business Conduct proactive policy reviews and deliver tailored, consultative recommendations Educate clients on insurance products while identifying opportunities to expand coverage Generate, nurture, and convert leads through outbound outreach, referrals, and networking Provide responsive support to ensure a seamless, positive customer experience Collaborate with the agency team to exceed sales goals and accelerate business growth Qualifications Proven track record of meeting or exceeding sales targets Strong communication skills with the ability to build trust and influence decisions Entrepreneurial mindset with a self-starter, results-oriented approach Active P&C and/or Life & Health license—or willingness to obtain (we’ll support you!) Why Join Us? Competitive compensation with uncapped commission and bonus potential Clear path for career growth and advancement in a stable, high-demand industry Supportive, team-oriented environment that values performance and collaboration The opportunity to make a real impact by helping clients protect what matters most Ready to accelerate your sales career? Apply today and join a team that recognizes performance, rewards success, and invests in your growth. Equal Opportunity Employer Pete Mathison State Farm is an Equal Opportunity Employer. We are committed to creating an inclusive environment for all applicants and employees and do not discriminate based on race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, or veteran status. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies.

Job DescriptionBenefits: • Life Insurance, • Flexible Spending Accounts, • Year-End Bonus, • 401(k), • Dental insurance, • Health insurance, • Paid time off, • Vision insurance, • Tuition assistance Commercial Account Manager at Waldorf Risk Solutions Join our growing team at Waldorf Risk Solutions, a leader in insurance since 1928. We’re seeking an experienced Insurance Account Manager to manage client relationships and insurance programs. Responsibilities: • Handle renewals, endorsements, certificates, and coverage questions, • Prepare proposals and bind policies, • Collaborate with producers on new business and renewals, • Maintain client relationships and manage expectations, • Lead and support the client service team Requirements: • Bachelor’s degree or 3+ years in insurance, • 3+ years in commercial insurance services, • Experience in Surplus Lines placements, • Strong communication and organizational skills, • Proficiency in AMS360, ImageRight, CSR24, and MS Office, • Valid P&C license; CLCS or equivalent preferred Flexible work from home options available.

Job Description This position is focused on generating opportunities and client relationships in their area of coverage specialty. This position is involved in the review and appraisal of applications for insurance placement. Uses knowledge and independent judgment to determine eligibility of risks when compared to guidelines of programs available. Interacts with Companies and Brokers via telephone, e-mail, regular mail and personal contact. Essential Duties and Responsibilities: • Reviews applications for insurance coverage, reports from loss control consultants and other information to determine if application is acceptable for the program(s) available., • Evaluate the experience of a risk against the class of business under review., • Evaluate the loss potential due to catastrophe, severity, and/or frequency., • May rate policies or check previously rated policies for proper rating., • Utilizes knowledge of automated systems to develop information for new or renewal policies., • Prepares quotations for agents and answers questions from agents, policyholder, or prospects., • Assists agents with comments or questions about applications and the likelihood of acceptance by the company., • Reviews requests for cancellation, endorsements, etc., • Reviews policies for renewal consideration., • Request additional documentation necessary for the processing of an application, endorsement or cancellation., • Performs other duties as assigned. Qualifications/Requirements: • Must have Producer’s License., • 3 plus years of insurance experience., • Prior exposure to insurance underwriting type activities., • Basic familiarity with computers., • Good oral and written communications skills., • Strong analytical skills and the ability to pay attention to details., • Resourceful and controlled assertive behavior characteristics., • Must have demonstrated negotiation skills, • Technical knowledge of insurance coverage forms and their application to exposure., • Knowledge of departmental regulations and policies., • Ability to work independently and to carry out assignments to completion within parameters of instructions given, prescribed routines and standard accepted underwriting practices., • Strong interpersonal skills working with Staff and Company Underwriters, • Experience in standard underwriting practices and procedures., • Associated classes or courses and/or industry license, or designation. We offer a total compensation package which includes salary ($50k-65k) plus a full comprehensive benefits package. Package includes Paid Time Off Days, Paid Holidays, Hybrid Work Schedule, Retirement Plan with Employer Match, 100% Single Employer Paid Medical, Dental, Vision, Life Insurance, Education Assistance, Various Voluntary Benefits, Wellness Program Including Mental Health Support and an Employee Assistance Program (EAP) and More. Visit Us On LinkedIn: https://www.linkedin.com/company/jimcor-agencies/ View All Openings: https://www.jimcor.com/join-our-team Website: www.jimcor.com Powered by JazzHR SwTBz7BE2S

Job Description Job Summary: This position is involved in the review and appraisal of applications for insurance placement . Uses knowledge and independent judgment to determine eligibility of risks when compared to guidelines of programs available. Interacts with Companies and Brokers via telephone, e-mail, regular mail and personal contact. Essential Duties and Responsibilities: • Reviews applications for insurance coverage, reports from loss control consultants and other information to determine if application is acceptable for the program(s) available., • Evaluate the experience of a risk against the class of business under review., • Evaluate the loss potential due to catastrophe, severity, and/or frequency., • May rate policies or check previously rated policies for proper rating., • Utilizes knowledge of automated systems to develop information for new or renewal policies., • Prepares quotations for agents and answers questions from agents, policyholder, or prospects., • Assists agents with comments or questions about applications and the likelihood of acceptance by the company., • Reviews requests for cancellation, endorsements, etc., • Reviews policies for renewal consideration., • Request additional documentation necessary for the processing of an application, endorsement or cancellation., • Conduct marketing visits to agents., • Performs other duties as assigned. Qualifications/Requirements: • Must have Producer’s License., • 3 plus years of insurance experience., • Prior exposure to insurance underwriting type activities., • Basic familiarity with computers., • Good oral and written communications skills., • Strong analytical skills and the ability to pay attention to details., • Resourceful and controlled assertive behavior characteristics., • Must have demonstrated negotiation skills, • Technical knowledge of insurance coverage forms and their application to exposure., • Knowledge of departmental regulations and policies., • Ability to work independently and to carry out assignments to completion within parameters of instructions given, prescribed routines and standard accepted underwriting practices., • Strong interpersonal skills working with Staff and Company Underwriters, • Experience in standard underwriting practices and procedures., • Associated classes or courses and/or industry license, or designation.We offer a total compensation package which includes salary (range 65k-85k) plus a full comprehensive benefits package. Package includes Paid Time Off Days, Paid Holidays, Hybrid Work Schedule, Retirement Plan with Employer Match, 100% Single Employer Paid Medical, Dental, Vision, Life Insurance, Education Assistance, Various Voluntary Benefits, Wellness Program Including Mental Health Support and an Employee Assistance Program (EAP) and More. Visit Us On LinkedIn: https://www.linkedin.com/company/jimcor-agencies/ View All Openings: https://www.jimcor.com/join-our-team Website: www.jimcor.com Powered by JazzHR kBeDvIvPKB

Job DescriptionBenefits: • License Reimbursement, • Life Insurance, • Bonus based on performance, • Competitive salary, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Paid time off, • Training & development ROLE DESCRIPTION: As Account Manager - State Farm Agent Team Member for Marisa Schaefer - State Farm Agent, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: • Develop and maintain customer relationships to drive retention and growth., • Conduct policy reviews and provide recommendations to customers., • Oversee the resolution of complex customer issues., • Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads.QUALIFICATIONS:, • Experience in insurance sales or account management preferred., • Leadership and interpersonal skills., • Proven track record of meeting sales targets., • Willingness to engage in sales conversations.LOCATION: Our office is located at 83 Birch Hill Rd, Locust Valley, NY 11560.

Job DescriptionBenefits: • Salary Plus Commission, • 401(k), • Bonus based on performance, • Competitive salary, • Flexible schedule, • Opportunity for advancement, • Paid time off, • Training & development, • 401(k) matching Job description Position Overview State Farm Agent is seeking a qualified professional to join their winning team for the role of State Farm Account Manage. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential. Please submit your resume and we will follow up with the next steps. Responsibilities • Create a positive impression on customers over the phone, • Successfully pivot to additional State Farm products, • Identify and fulfill customer needs as they arise, • Use a customer-focused, needs-based review process to educate customers about insurance options, • Maintain a strong work ethic with a total commitment to success each and every dayAs an Agent Team Member, you will receive..., • Salary plus commission & bonus, • Paid time off, • Growth potential/Opportunity for advancement in my officeRequirements, • Enthusiastic about the role insurance and financial products play in helping people manage risks of everyday life, recover from the unexpected, and realize their dreams, • Excellent communication skills - written, verbal, and listening, • Ability to multi-task and manage time effectively, • Successful track record of meeting sales goals/quotes preferred, • Life and Health license (must be able to obtain), • Personal Lines/Property and Casualty license (must be able to obtain) We Are Located In Glen Cove, NY And Help Customers With Their Insurance And Financial Services Needs, Including:, • Auto insurance, • Home insurance, • Life insurance, • Health InsuranceState Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm Insurance Companies. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. State Farm agents control which licensing requirements and training programs are offered or must be successfully completed by their employees. By accepting employment with a State Farm agent and/or successfully completing any licensing or training programs required by a State Farm agent, you are not guaranteed, promised or given any form of selection preference, should you choose to leave the agent’s employment and pursue the opportunity of becoming an independent contractor agent for State Farm Insurance Companies. If you choose to pursue an agency opportunity, you will need to apply and go through the regular State Farm Insurance Companies’ agent selection process Job Type: Full-time Pay: $50,000.00 - $125,000.00 per year Benefits: • 401(k), • 401(k) matching, • Paid time offSupplemental Pay:, • Bonus opportunities, • Commission payWork Location: 21 Cedar Swamp Rd, Suite B, Glen Cove NY 11542

Job DescriptionScope & Ownership As a Retail Mortgage Underwriter, you’ll deliver strategic impact by making sound credit decisions that protect portfolio quality while keeping files moving. This role exists to apply ownership of risk, guideline adherence, and borrower outcomes across residential mortgage loans. Responsibilities: • Underwrite loan files to granted authority in line with investor, GSE, and FHA/VA requirements, • Review applications, income/asset documentation, appraisal and title to confirm accuracy, completeness, and compliance, • Evaluate income, credit, equity, and layered risk; flag red flags and potential misrepresentation, • Validate AUS findings and data integrity; clear conditions and document support, • Partner with Loan Officers/Relationship Managers on guideline interpretation and file questions, • Stay current on investor/regulatory updates impacting underwriting Qualifications: • Bachelor's degree preferred, • Adherence to established policies and procedures pertinent to the position which include but are not limited to BSA, Privacy, CRA and Safeguarding Customer Information, • 3+ years residential mortgage underwriting; strong conventional conforming background, • DE and SAR/LAPP certifications required, • Knowledge of 203K and Homestyle; working knowledge of Encompass, • Strong written/verbal communication; able to meet deadlines under pressure Apply to drive outcomes with integrity and precision. Total Rewards Competitive total compensation with a $100,000–$110,000 salary range, plus Medical, Dental, and Vision coverage. Build long-term security with a 401(k) and a Flexible Spending Account. Recharge with Paid Time Off, and enjoy practical in-office touches like a Snack/Drink Room when you’re on site. How Your Day Flows Your day typically runs Monday–Friday, 9–5, with work-from-home flexibility. You’ll start by prioritizing a pipeline of files, then shift between focused review time and quick consults with sales partners to remove friction. Midday often includes checking guideline updates or investor notes, then returning to decisions and conditions with a steady pace. You’ll close out the day by aligning open items, documenting decisions cleanly, and setting up the next morning’s highest-impact files. All offers are contingent on the successful completion of criminal background check.

Job DescriptionBenefits/Perks • Careers Advancement Opportunities, • Competitive CompensationJob Summary We are seeking a knowledgeable Bookkeeper to join our team. In this role, you will document the company’s financial transactions, prepare financial statements, and much more. The ideal candidate is detail-oriented, highly organized, and has a strong understanding of best practices in accounting. Responsibilities • Enter financial data and transactions, • Analyze budgets and other financial information, • Reconcile bank statements, • Prepare financial reports and statements, • Verify the accuracy of transactions that have been entered, • Process accounts payable and accounts receivable, • Create accounting policies to comply with all rules and regulations, • Process payrollQualifications, • Bachelor’s degree in accounting or a related field, • Previous experience as an accountant, bookkeeper, or similar position, • Knowledge of generally accepted accounting principles, • Good with spreadsheets, experienced in Microsoft Excel, QuickBooks, and basic accounting systems, • Strong mathematical and analytical skills, • Excellent attention to detail, time management, and communication skills

Job DescriptionCareer Description: Financial Professionals work with clients to identify, outline and achieve their financial goals. We offer a comprehensive array of financial products and services to help clients develop a sound, long-term financial strategy. New York Life and its affiliates are dedicated to prudent financial management, high quality products, and impeccable service. Training, Support and Professional Development:NYLIC University is one of the most comprehensive and well-respected training programs in the industry. Our nationwide team consists of leaders in insurance, investments, estate, family and business planning. In addition to sales aptitude or experience, the ideal candidate should be community-minded, have a competitive spirit, and possess excellent communication skills, as well as outstanding character and integrity. Career Advancement - After two years as a successful agent, additional opportunities that maybe available include: Partner, Development Manager, Product Consultant, and Home Office opportunities in recruiting, marketing, or training.

Job Description Small CPA firm seeking Tax Accountant/ Tax Preparer - Part to full time & Seasonal Preparers Job Requirements · 4+ years current tax experience in public accounting · Tax experience with individuals tax returns Knowledge of tax law Knowledge of Excel, Microsoft Office, QuickBooks and UltraTax Software a plus • Prepares individual tax returns, • Be able to communicate clearly an effectively, • Update financial reports via QuickBooks, • Attention to detail, • Post and process journal entries, • Assist in the processing of financial reports, • Assist senior accountants in the preparation of monthly/yearly closings, • Assist with other accounting projects Motivated self starters who would like to join our team , please submit your resume. We are seeking Part to full time positions as well as seasonal preparers. Also Anyone interested in Seasonal 2nd job positions. Salary is based on experience & skills and will increase based on such. Tax Preparer experience is a must. This is NOT a remote position. \nCompany Description Small CPA firm in business for 90 years. Busy tax season office & year round. Pleasant convenient office with parking, Small CPA firm in business for 90 years. Busy tax season office & year round. Pleasant convenient office with parking,

Job Description Billings Analyst Melville, NY | Onsite Job Overview: We are seeking an Accounts Receivable Analyst to manage the issuance of customer invoices with accuracy, timeliness, and consistency. This role is crucial for maintaining the integrity of our accounts receivable ledger and ensuring that financial commitments are met promptly while fostering strong customer relationships. Key Responsibilities: • Accurately process customer invoices, ensuring proper coding, billing terms, and tax calculations., • Prepare and execute billing runs, conducting analysis to verify accuracy., • Maintain and reconcile the accounts receivable ledger, assisting with month-end closing activities., • Address customer inquiries and concerns, collaborating with other departments to resolve any issues., • Keep customer files and documentation organized and compliant with company policies., • Contribute to the development and implementation of improved procedures for the accounts receivable cycle., • Provide necessary documentation for audits and assist with ad hoc financial analysis as needed. Qualifications: • Bachelor’s degree in Accounting, Finance, or a related field., • 1 to 3 years of experience in accounts receivable or general accounting., • Proficient in billing and accounting software., • Strong numerical skills and keen attention to detail., • Excellent organizational, time management, and problem-solving abilities., • Ability to work independently as well as collaboratively within a team.

Job Description JOB DESCRIPTION HEAD TELLER * SUMMARY: Coordinate and supervise all aspects of teller operations, including completion of daily morning work. Ensure the daily activities of the tellers are performed in a timely, accurate and courteous manner. Well versed in branch operational procedures. Good leadership skills and the ability to motivate others are necessary. Actively participates in promoting and participating in a sales and service culture consistent with the credit union’s goals by providing solutions to members’ financial needs by understanding each individual member’s situation and suggesting credit union products and services utilizing Island Federal Credit Union’s preferred way of selling. Provide working leadership and guidance to tellers through assignment of work and by providing technical guidance. ESSENTIAL DUTIES AND RESPONSIBILITIES: • Supervise teller staff and maintain adequate staffing., • Assist in the coaching, and training and the development of new and existing tellers., • Assist tellers in solving member problems, serving as an operational reference., • Lead by example, providing solutions to members’ financial needs by understanding each individual member’s situation and suggesting credit union products and services utilizing Island Federal Credit Union’s preferred way of selling., • Responds in a professional manner to members' inquiries, requests or problems., • Promote, explain, and cross-sell credit union products and services., • Accurate completion of daily morning work, audit logs, and end of month reporting., • Responsible for proof of cash vault, ATM, and coin machine., • Responsible for maintaining teller drawer cash within the appropriate levels., • Maintain an up-to-date and thorough knowledge on all credit union products and services, • Adhere to help enforce all security procedures as well as all credit union policies and procedures., • Must have a thorough understanding of Shared Branching., • Perform routine member transactions, including but not limited to deposits, withdrawals, etc., • Complete and pass all required BSA Training., • Keep all Credit Union member and employee related business in strictest confidence., • Assist members in opening new accounts., • Maintain a neat and orderly work area., • Accommodate flexible work schedule to meet branch needs, including evenings and weekends., • Provide coverage at other locations, as needed., • Perform other duties as assigned by management. * REQUIREMENTS: • High school graduate or equivalent, • Minimum 2 years teller or similar experience., • Prior leadership experience preferred., • Prior sales experience., • Must possess good communication, supervisory, and organizational skills. * COMPENTENCIES: • Excellent written and oral communication skills, • Excellent organizational skills, • Ability to prioritize, pay close attention to detail, and coordinate various activities simultaneously., • Ability to communicate with co-workers, management, and business contacts in a courteous and professional manner. *

Job DescriptionCommercial Lines Account ManagerPatriot Growth Insurance Services | North Bellmore, New York | Hybrid | Full-TimeWhy This Role MattersAs a Commercial Lines Account Manager, you'll play an important role in delivering exceptional service and support to commercial insurance clients while helping businesses protect what matters most. Your expertise, responsiveness, and commitment to client care will contribute directly to client satisfaction, account retention, and the continued success of the Commercial Lines team.In this role, you'll serve as a trusted partner to clients, Producers, carrier partners, and internal team members, managing day-to-day account service needs while supporting renewal strategies and coverage solutions. You'll have the opportunity to apply your commercial insurance knowledge, strengthen client relationships, and contribute to a collaborative team focused on delivering outstanding results.How You'll Make an Impact • Manage day-to-day service activities for assigned commercial lines accounts, ensuring clients receive prompt, accurate, and professional support., • Coordinate renewal submissions by gathering information, collaborating with carriers, and helping ensure timely renewal execution., • Prepare proposals and supporting materials for Producers and Sales Executives to support business growth and client retention., • Analyze coverage options and utilize carrier rating platforms to support new business and renewal opportunities., • Resolve policy, billing, claims, and service-related issues efficiently while maintaining a high standard of client service., • Build strong relationships with clients, Producers, carrier partners, and colleagues that foster trust and long-term success., • Maintain accurate account documentation and service records within agency management systems., • Contribute to team initiatives, process improvements, and departmental goals that enhance operational effectiveness.Who You Are, • Client-focused and committed to providing exceptional service and support., • A strong communicator who can explain insurance concepts and coverage options clearly and professionally., • Organized and detail-oriented, with the ability to manage multiple priorities in a fast-paced environment., • A collaborative team player who values partnership and relationship-building., • Resourceful and proactive when resolving client concerns and service challenges., • Adaptable and eager to continue developing commercial insurance expertise., • Driven by quality, accuracy, and a commitment to helping clients succeed.What You BringDay One:, • Active New York Property & Casualty insurance license., • High school diploma or equivalent., • Strong knowledge of commercial lines insurance products, coverages, carrier rating platforms, and policy servicing practices., • Excellent written, verbal, and interpersonal communication skills., • Proficiency with Microsoft Office Suite and related business technology., • Strong organizational, analytical, and problem-solving skills., • Ability to establish and maintain effective working relationships with clients, Producers, carrier partners, and team members., • Client-focused mindset with a commitment to accuracy, responsiveness, and professional service.Valuable Additions:, • 3 to 5 years of commercial insurance customer service, account management, or insurance sales experience., • College degree., • Claims experience., • Experience preparing renewal submissions, proposals, and client-facing insurance presentations., • Experience utilizing carrier websites and online rating platforms., • Ability to support Producer growth through coverage guidance and account expertise., • Demonstrated success contributing to a collaborative, growth-oriented team environment.Real Benefits for Real LifeAt Patriot, great benefits mean more than coverage; they mean being there through every stage of life: your health, your family, your financial future, or simply time to recharge. Whether you're working or not, life doesn't stop. Neither should your benefits.Highlights Include:, • Multiple medical plan options, with preventive care covered at 100%, • Free virtual medical and mental healthcare for employees and their families, plus a dedicated healthcare concierge to help you navigate benefits, compare prescription costs, and make more confident, personalized care decisions, • Employer-paid short-term and long-term disability coverage, • Paid parental leave, • Personalized PTO that lets you take time away when you need it, without traditional accruals, plus separate sick leave, • Competitive 401(k) company match to help you build your financial future, • Comprehensive dental and vision coverage, • Employee Assistance Program with confidential mental health, legal, financial, and work-life supportAbout Patriot Growth Insurance ServicesAt Patriot, we build our teams around a simple idea: people do their best work when they feel supported as whole people, not just managed as employees. We're invested in your growth, not just your output, and we back that up with a competitive salary and a comprehensive health and welfare program that extends to your family and domestic partners too, because who you're building a life with matters to us as much as the work you do.Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. We're currently ranked the 25th-largest broker in the U.S. by Business Insurance and were named to the 2025 Inc. 5000 list of fastest-growing companies. With over 2,100 employees operating in 150+ locations across more than 45 states, our collaborative model gives every person and every agency the resources and support they need to grow, while each agency keeps its own identity, culture, and way of doing business. That growth has never been about numbers alone, it's about the people behind them.Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&I Policy located on our website at www.patriotgis.com. Pay Range: Posted below* *Any job offer is based upon a salary analysis to comply with applicable state pay transparency laws, considering relevant experience, education, certifications, and seniority as compared to others doing substantially similar work. There is no guarantee an offer will be at the top of the posted range based on the salary analysis. Roles may also be eligible for a supplemental compensation, such as performance-based bonus, commission, or equity. Specific eligibility will be discussed with Talent Acquisition team. Patriot Growth Insurance Services offers a comprehensive benefits package, including medical, dental, and vision insurance; a 401(k) with company match; personalized time off and company paid holidays. Pay Range$22.60—$25 USD

Job DescriptionSenior Payroll Specialist Farmingdale, NY Our client is a successful and growing company looking to hire for a Senior Payroll Specialist in Farmingdale, NY. The proper candidate will have at least five years of payroll experience, multi-state and union/non-union required. You will be part of a Payroll Department that handles a weekly payroll for over 1,000 employees across the country. This is an excellent opportunity to join a company that can offer you a challenge as well as stability. They are FULLY ONSITE and looking for local candidates. Salary ranges from $80,000 to $90,000. The responsibilities of the Payroll Manager job include: • Processing of a large, multistate union and non-union employee payroll, • Assure accuracy of payroll for both hourly and salaried employees, • Adhere to all federal and state regulations, • Work with employees to resolve any issues with compensationQualifications:, • Associate's or Bachelor's degree preferred, but not required, • 5+ years of payroll experience, in-house payroll experience is a plus, • Must have experience with union payroll, • Multi-state payroll experience required, • Ability to work well in a fast-paced environment, • Strong teamwork mentality and the willingness to go over and above as neededIf you would like to be considered for this, or any other position posted by LHH, please email your resume to Erik.Hansen@lhh.com or you can visit our web site at www.lhh.com . Pay Details: $80,000.00 to $90,000.00 per year Search managed by: Erik Hansen Equal Opportunity Employer/Veterans/Disabled Military connected talent encouraged to apply To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: • The California Fair Chance Act, • Los Angeles City Fair Chance Ordinance, • Los Angeles County Fair Chance Ordinance for Employers, • San Francisco Fair Chance OrdinanceMassachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Job Description Financial Planner Melville, NY | Full-Time | 100% In-Office | $75,000–$125,000+ No Cold Calling. No Client Book Required. Long-Term Career Opportunity. An established independent wealth management practice in Melville, NY is seeking a Financial Planner to join our team. This is a unique opportunity for an ambitious financial professional who wants to build a long-term career in wealth management without the pressure of cold calling, prospecting, or bringing an existing client book. Our practice has been serving clients for more than 35 years and currently manages $500+ million in assets across more than 500 client households. We specialize in comprehensive retirement planning, investment management, and multigenerational wealth planning for high-net-worth families. The Financial Planner will initially work closely with our partner advisors, supporting existing client relationships, financial planning, investment management, and trading. As the successful candidate develops their technical expertise and familiarity with our clients, the role will become progressively more client-facing. Over approximately the first 1–2 years, we expect the Financial Planner to transition from primarily planning and advisor support into participating in client meetings, running meetings independently, and ultimately becoming a primary advisor for a meaningful portion of the firm's existing client base. No existing client book is required. There is no cold-calling requirement and no expectation that the Financial Planner build a book from scratch. Our primary focus is providing excellent advice and service to our existing clients and retaining those relationships across generations. For the right individual, responsibilities and compensation can grow significantly, with the potential for future participation in a Profit Partner track. Responsibilities The Financial Planner will work directly with our partner advisors and support team to deliver comprehensive financial planning and investment-management services. Responsibilities will include: • Preparing and updating comprehensive financial plans, • Developing retirement-income and cash-flow projections, • Performing RMD analysis and making distribution recommendations, • Coordinating tax-planning strategies with clients' CPAs and tax professionals, • Coordinating estate-planning strategies with clients' attorneys, • Performing insurance analysis and making appropriate recommendations, • Reviewing asset allocations and assisting with portfolio-management recommendations, • Executing trades under the direction of partner advisors, • Preparing for client review and financial-planning meetings, • Participating in client meetings alongside partner advisors, • Gradually assuming responsibility for running client meetings independently, • Developing a detailed understanding of clients' financial goals, family dynamics, estate plans, and long-term needs, • Maintaining relationships with high-net-worth individuals and families, • Working closely with executive assistants and support staff to deliver a high level of client service Strong performers may progress into greater client-facing responsibility faster than the typical 1–2 year timeline. What Makes This Opportunity Different Many traditional financial-advisor roles require professionals to spend a significant portion of their careers cold calling, prospecting, networking, and gathering assets before they can focus on actually advising clients. This position is different. Our practice already serves more than 500 client households and manages more than $500 million in assets. We are hiring someone to help advise, service, and retain those existing relationships for decades to come. The Financial Planner will be able to focus on developing as an advisor, learning our clients' needs, solving complex financial-planning problems, managing investments, and ultimately becoming a trusted primary advisor to established high-net-worth families. Our practice continues to grow primarily through referrals from existing clients and longstanding relationships with CPAs and estate-planning attorneys. Business-development opportunities will be available for an advisor who wants to pursue them, including opportunities for additional compensation, but bringing in new clients or assets is not the primary responsibility of this position. Client service, financial planning, relationship management, and retention are the primary focus. Career Progression We are looking for someone who views this opportunity as a long-term career home, not simply their next job. A typical progression may include: Financial Planner / Advisor Support Learn the client base, financial-planning process, investment philosophy, technology, and internal procedures while supporting the partner advisors. Client-Facing Financial Planner Take an increasingly active role in client meetings, financial-planning recommendations, investment management, and relationship management. Primary Client Advisor Independently manage and retain a meaningful group of established client relationships while continuing to work alongside the firm's partners and support team. Potential Profit Partner Exceptional long-term performers may have the opportunity to participate in a future Profit Partner track based on performance, client retention, professional development, and the future needs of the organization. Responsibilities and compensation can grow quickly for a strong performer. Qualifications Required • Bachelor's degree, • Strong written and verbal English communication skills, • Professional and polished client-facing demeanor, • Strong analytical, organizational, and problem-solving abilities, • Ability to build trusted relationships with older and high-net-worth clients, • Genuine interest in comprehensive financial planning and investment management, • Desire to build a long-term career in wealth management, • CFP® certification or willingness to obtain the CFP® certification within approximately 1–2 years of joining the firm, • Ability and willingness to work five days per week in our Melville, NY office Securities Licensing Existing securities licenses are preferred but are not required at the time of hire. Preferred licensing includes: • Series 7 + Series 66, or, • Series 7 + Series 65 + Series 63 For a strong candidate who does not yet hold the necessary securities licenses, the firm is willing to sponsor the required licensing and examinations. A New York State Life, Accident & Health Insurance license is also preferred but is not required at the time of hire. Preferred Background We welcome candidates from a range of financial and professional backgrounds. Preferred qualifications include: • CFP® certification, • Previous experience with an RIA, independent broker-dealer, wealth-management firm, bank, or financial-planning practice, • CPA designation, • Law degree, • Estate-planning experience, • Tax-planning or accounting experience, • Retirement-planning experience, • Investment-management experience CPA credentials or a law degree are considered a plus, but they are not required. We are particularly interested in speaking with CFP® professionals, CPAs, tax professionals, and attorneys with estate-planning experience who are interested in transitioning into or advancing a long-term career in wealth management. Compensation Base salary: $75,000–$125,000+, depending on experience, licenses, credentials, professional background, and ability to assume client-facing responsibilities. Compensation includes: • Competitive base salary, • Annual salary reviews and raises, • Annual performance-based bonus, typically approximately equivalent to an additional paycheck, • Additional compensation opportunities for successful business development, • Potential long-term participation in a Profit Partner track The broad salary range is designed to accommodate candidates at different stages of their careers, from talented professionals transitioning into financial planning to experienced CFP® professionals who may be able to assume greater responsibility more quickly. The structure of the position is intended to provide a reliable and competitive income without requiring the advisor to build a client book or depend on commissions to support themselves. Benefits • 401(k) with 4% employer match, subject to the plan's vesting schedule, • Additional employer profit-sharing contribution calculated annually, • Employer-paid disability insurance, • Employer-paid Errors & Omissions insurance, • Employer reimbursed CFP® exam expense upon passing, • Employer-sponsored securities licensing for qualified candidates who need to obtain required licenses, • 10 days of paid vacation, Paid time off when U.S. financial markets are closed and Sick time, • Free and convenient on-site parking, • Potential future Profit Partner opportunities Medical, dental, vision, and life insurance premiums are not currently employer-paid. Technology & Support The Financial Planner will have access to an established technology and administrative infrastructure, including: • LPL ClientWorks, • Redtail CRM, • Morningstar Workstation, • Microsoft Office suite, • Zoom, • Dedicated executive-assistant and administrative support Our support structure is designed to allow advisors to spend more of their time on financial planning, investment management, and client relationships rather than routine administrative work. About the Practice We are an established independent wealth management practice that has served clients for more than 35 years. Our team currently manages: • $500+ million in assets, • 500+ client households, • A predominantly high-net-worth client base, • Typical client net worth exceeding $1 million, • Many client relationships spanning multiple generations The average age of our existing client base is approximately 70, making relationship continuity, retirement planning, estate coordination, tax planning, and multigenerational wealth management particularly important to the future of our practice. Our current team consists of two partner advisors and three dedicated support professionals. We are hiring another financial professional who wants to become an integral part of the long-term future of the practice. Location & Schedule Melville, New York Monday–Friday | 9:00 AM–5:00 PM This is a 100% in-office position and is not hybrid or remote. Candidates should currently live within a reasonable commuting distance of Melville, Long Island, or be willing to relocate within commuting distance. Free and convenient parking is available. Start date is flexible for the right candidate. Who Will Thrive Here The ideal candidate is ambitious, relationship-oriented, intellectually curious, and genuinely interested in helping clients make important financial decisions. You should be comfortable communicating with older and high-net-worth clients and capable of explaining complex financial concepts clearly and professionally. We value technical ability, but we place equal importance on communication skills, judgment, professionalism, reliability, and the ability to build long-term client relationships. Most importantly, we are looking for someone who wants to build a long-term career with an established wealth-management practice. For the right individual, this position offers the opportunity to: • Earn a reliable and competitive salary, • Develop into a highly capable financial planner and advisor, • Work directly with an established high-net-worth client base, • Assume increasing responsibility for valuable existing client relationships, • Receive support for CFP® certification and securities licensing, • Grow compensation and responsibilities over time, • Potentially progress toward a future Profit Partner opportunity How to Apply Please apply through ZipRecruiter with your resume and a brief introduction describing: • Your current professional experience, • Any securities licenses you currently hold, • Any professional designations or advanced degrees, • Your experience with financial planning, investments, tax, accounting, or estate planning, • Why this opportunity interests you Candidates who do not currently hold securities licenses are encouraged to apply if they otherwise have a strong professional background and are willing to complete the required licensing process. Qualified candidates will be contacted confidentially with additional information regarding the practice and position. \nCompany Description We are an established financial planning firm that is well over 35 years old. We seek only long-term minded individuals who want a career as opposed to a "job." We are an established financial planning firm that is well over 35 years old. We seek only long-term minded individuals who want a career as opposed to a "job."

Job DescriptionDescription: Why you’ll want to work at nimble! This is a great opportunity to join a well-established and market-leading brand serving a high-growth end market while gaining valuable experience working closely with Executive leadership. As an organization, we are in high-growth mode through acquisition with a laser focus on positive culture building! Who we are: nimble solutions is a leading provider of revenue cycle management solutions for ambulatory surgery centers (ASCs), surgical clinics, surgical hospitals, and anesthesia groups. Our tech-enabled solutions allow surgical organizations to streamline their revenue cycle processes, reduce administrative burden, and improve financial outcomes. Join more than 1,100 surgical organizations that trust nimble solutions and its advisors to bring deep insights and actionable intelligence to maximize their revenue cycle. We are currently seeking a Revenue Cycle Specialist with a grat work ethic to manage the revenue cycle process, including pre-submission review, claim submission, and follow-up. Under the direction of the Billing Manager, this role will be instrumental in ensuring timely claim submission, follow-up with payers, and handling billing discrepancies. This position requires well-rounded knowledge of the revenue cycle process while maintaining compliance with industry regulations. Key Responsibilities: • Insurance verification, reviewing submitted claims for accuracy and completeness, investigating and resolving claim denials by analyzing documentation and using appropriate CPT and ICD-10 codes, • Working on insurance appeals and correcting claim information, and working closely with providers, coders, and administrative staff to ensure accurate documentation and billing, • Provide timely billing and reimbursement for services while maintaining compliance with industry regulations, • Utilize and navigate through all available portals for claim information, • Responsible for tracking and documenting follow-up activities to ensure completion of work and provide updates regularly, • Navigating the complexities of healthcare billing and insurance systems to optimize revenue flowRequirements: Qualifications and Skills required: • High School diploma or equivalent, • Minimum 3 years of medical billing experience, • Out-of-network billing experience strongly preferred, • Strong communication and interpersonal skills, • Excellent attention to detail and organizational skills, • Must be flexible and adaptable to various work environments, • Must be computer proficient