<p>We are looking for a skilled Tax Preparer to join our team on a long-term contract basis. This role is based near Mahwah, New Jersey, and offers flexibility for permanent positions or evening and weekend hours. The ideal candidate will have extensive experience in tax preparation and proficiency in using Drake Tax Software.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and file individual tax returns accurately and efficiently.</p><p>• Utilize Drake Tax Software to manage and process tax documents.</p><p>• Review financial records to ensure compliance with tax regulations.</p><p>• Provide clients with expert advice on tax-related matters.</p><p>• Identify opportunities for tax savings and deductions during the preparation process.</p><p>• Maintain detailed and organized records of all tax filings and related correspondence.</p><p>• Keep up-to-date with changes in tax laws and regulations.</p><p>• Collaborate with clients to gather necessary documents and information.</p><p>• Address client inquiries and resolve tax-related issues promptly.</p><p>• Ensure strict confidentiality and security of client data.</p>
<p><strong>Job Description: Part-Time Tax Specialist (1+ Year Experience, Onsite)</strong></p><p><strong>Overview:</strong></p><p>We are seeking a motivated and detail-oriented Tax Specialist to join our CPA firm in a part-time, onsite capacity. This position offers 20–30 hours per week and the opportunity to work directly with individual and business clients, supporting them with their tax needs. The ideal candidate has at least one year of tax experience and is looking to develop their skills in a client-focused, professional environment.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare and review individual and business tax returns under the guidance of senior staff.</li><li>Assist clients with tax questions and provide support during tax season and throughout the year.</li><li>Organize and maintain client tax records, ensuring confidentiality and accuracy.</li><li>Conduct initial analysis of client financial data to identify potential tax deductions and credits.</li><li>Communicate with clients to collect necessary information and documents for tax filings.</li><li>Respond to client inquiries and support resolution of basic tax issues.</li><li>Stay updated on relevant tax regulations and firm policies.</li><li>Participate in team meetings, training, and collaborate with colleagues to deliver high-quality client service.</li></ul><p><br></p>
<p>Seasonal Tax Preparer (Contract)</p><p>CPA Firm – Rockland County, NY</p><p>Position Overview: Our client is a CPA firm in Rockland County and is seeking an experienced Seasonal Tax Preparer on a contract basis. This Tax Preparer will work closely with our professional team to deliver high-quality tax preparation and bookkeeping services for both individual and business clients, including high net worth individuals.</p><p><br></p><p>Key Responsibilities:</p><ul><li>Prepare and review federal, state, and local individual income tax returns.</li><li>Prepare and review business tax returns (corporate, partnership, LLCs and S corps).</li><li>Assist with bookkeeping and accounting support for select high net worth clients.</li><li>Maintain organized documentation and workpapers in accordance with firm standards.</li><li>Communicate effectively with clients and team members to obtain necessary information and resolve inquiries.</li><li>Keep current with relevant tax codes, regulations, and industry developments.</li><li>Work with any major tax software (such as CCH, Drake, Lacerte, TaxAct or others; firm is open to diverse platforms).</li></ul><p><br></p>
<p>Seasonal Tax Preparer (Contract)</p><p>CPA Firm – Westchester County, NY</p><p>Position Overview: Our client is a CPA firm in Westchester County and is seeking an experienced Seasonal Tax Preparer on a contract basis. This Tax Preparer will work closely with our professional team to deliver high-quality tax preparation and bookkeeping services for both individual and business clients, including high net worth individuals.</p><p><br></p><p>Key Responsibilities:</p><ul><li>Prepare and review federal, state, and local individual income tax returns.</li><li>Prepare and review business tax returns (corporate, partnership, LLCs and S corps).</li><li>Assist with bookkeeping and accounting support for select high net worth clients.</li><li>Maintain organized documentation and workpapers in accordance with firm standards.</li><li>Communicate effectively with clients and team members to obtain necessary information and resolve inquiries.</li><li>Keep current with relevant tax codes, regulations, and industry developments.</li><li>Work with any major tax software (such as CCH, Drake, Lacerte, TaxAct or others; firm is open to diverse platforms).</li></ul><p><br></p>
<p>We are looking for a skilled Tax Preparer in the Union County, NJ area. In this role, you will focus on preparing tax returns for individuals, corporations, and partnerships. If you have 2+ years of experience as a Tax Preparer, this might be the opportunity for you! </p><p><br></p><p>Responsibilities:</p><p>• Prepare accurate and timely tax returns for individuals, corporations, and partnerships.</p><p>• Handle tax extensions and ensure compliance with relevant deadlines.</p><p>• Organize and analyze financial data to prepare accurate tax filings.</p><p>• Communicate effectively with clients to gather necessary information and address inquiries.</p><p>• Identify potential tax-saving opportunities for individuals and businesses.</p><p>• Ensure all documentation is properly filed and maintained for audit purposes.</p><p>• Assist with resolving tax-related issues and discrepancies as they arise.</p>
We are looking for a skilled Tax Preparer to join our team on a contract basis in White Plains, New York. This role is ideal for someone who is detail oriented and has experience handling individual and business tax returns, including multistate filings. If you thrive in a fast-paced environment and have expertise in tax preparation and bookkeeping, we encourage you to apply.<br><br>Responsibilities:<br>• Prepare accurate individual and business tax returns, including W2s, 1040s, and 1120s.<br>• Manage tax filings for both low and high net-worth individuals.<br>• Handle multistate tax preparation to ensure compliance across various jurisdictions.<br>• Perform light bookkeeping tasks to support financial accuracy.<br>• Assist with sales tax reporting and payroll tax submissions.<br>• Utilize ProSeries, QuickBooks, and Excel software to complete tax-related tasks efficiently.<br>• Provide excellent customer service and address tax-related inquiries from clients.<br>• Stay updated on federal, state, and local tax regulations to ensure proper filings.<br>• Collaborate with team members to meet deadlines during peak tax seasons.
<p>We are looking for a detail-oriented Administrative Assistant to support our team during the busy tax season. This Contract position, offers an excellent opportunity to contribute to a CPA firm's operations by managing and organizing critical tax-related documents. The role requires someone with strong organizational skills, a high level of confidentiality, and familiarity with document scanning software.</p><p><br></p><p>Responsibilities:</p><p>• Process and handle a large volume of tax-related documents with accuracy and efficiency.</p><p>• Scan and save files while maintaining a well-organized digital filing system.</p><p>• Coordinate and prepare tax documents for review by tax preparers.</p><p>• Assemble finalized tax documents for distribution to clients.</p><p>• Download and manage files from various sources to ensure accessibility.</p><p>• Draft and send correspondence to clients in a thorough and accurate manner.</p><p>• Uphold strict confidentiality standards when dealing with sensitive information.</p><p>• Utilize SurePrep or similar scanning software to upload and extract data from scanned documents.</p><p>• Adhere to a business casual dress code and work Monday through Friday during standard business hours.</p>
We are looking for a skilled Tax Preparer to join our team in New York, New York. In this long-term contract position, you will play a vital role in organizing and processing tax-related documents while ensuring accuracy and compliance with regulations. If you excel in tax preparation and enjoy working in a precise and organized environment, this opportunity is perfect for you.<br><br>Responsibilities:<br>• Gather and organize tax documents including Form 1099s, W2s, and other relevant financial records.<br>• Prepare and review tax filings to ensure accuracy and compliance with applicable regulations.<br>• Utilize Microsoft Excel for data analysis and documentation.<br>• Work with CCH ProSystem software to process and manage tax-related tasks.<br>• Collaborate with clients and team members to address inquiries and resolve tax-related issues.<br>• Maintain confidentiality and uphold high standards when handling sensitive financial information.<br>• Monitor deadlines and ensure timely submission of tax filings.<br>• Stay updated on changes in tax laws and regulations to provide accurate guidance.<br>• Assist in identifying opportunities for process improvement in tax preparation.<br>• Provide support during audits or reviews as needed.
We are looking for a detail-oriented Tax Preparer to join our team in Pleasantville, New York. In this role, you will handle a variety of tax preparation tasks, including federal and state filings, ensuring compliance with regulations and accuracy in reporting. This position requires strong analytical skills, the ability to work with complex financial data, and collaboration with clients and team members.<br><br>Responsibilities:<br>• Prepare accurate federal and state tax returns for S corporations, partnerships, trusts, estates, and other entities.<br>• File payroll and sales taxes, including reconciling accounts and ensuring proper reporting.<br>• Review disorganized or incomplete financial records, performing reconciliations using tools like QuickBooks Desktop and other client systems.<br>• Analyze K-1 forms from multi-level entities, ensuring correct allocation for state and local taxes.<br>• Offer expert advice on special transactions, such as sales, distributions, and elections.<br>• Solve complex financial problems by employing critical thinking and practical solutions.<br>• Collaborate with clients and team members to gather essential information and clarify financial records.<br>• Utilize intermediate Excel skills for financial analysis and reporting.<br>• Prepare quarterly estimated tax payments and property tax declarations across multiple states.<br>• Handle tax filings for various state jurisdictions, ensuring compliance with unique requirements.
<p>Our team is seeking a reliable Office Assistant for a temporary assignment beginning this month through the end of May in Mahopac, NY. This role supports daily administrative activities with a focus on client service and efficient office operations. </p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Answer and direct incoming phone calls in a professional manner</li><li>Welcome clients and visitors to the office, ensuring a positive experience</li><li>Mail out completed tax returns and manage related documentation</li><li>Track tax return progress and status using a CRM system</li><li>Assist with processing payments in QuickBooks</li><li>Manage the office administrative email account</li><li>Perform general office duties such as filing, copying, and document organization</li></ul><p><br></p>
<p>We are looking for a dedicated Administrative Assistant to join our team! In this long-term role, you will play a vital role in ensuring smooth office operations and providing exceptional administrative support to a busy tax firm during busy season! This opportunity is ideal for someone who thrives in an organized, detail-oriented environment and enjoys working collaboratively with a team.</p><p><br></p><p>Responsibilities:</p><p>• Provide comprehensive administrative support to ensure efficient day-to-day office operations.</p><p>• Answer and manage inbound calls with professionalism and courtesy.</p><p>• Schedule client appointments.</p><p>• Collect and enter client tax documents.</p><p><br></p>
<p>Our Wealth Management client is looking for a skilled Portfolio Management Associate to join the team in midtown Manhattan, New York. This role involves collaborating closely with the Head of Investments and Wealth Advisors to oversee and manage client portfolios, perform asset allocation and execute trades utilizing a centralized trading platform, Envestnet Tamarac. The ideal candidate will ensure portfolio strategies align with investment policies and client objectives across diverse asset classes, including equities, fixed income, and alternative investments. The role requires 3 days per week in the midtown Manhattan office and 2 days work from home.</p><p><br></p><p>Responsibilities:</p><p>• Collaborate with Wealth Advisors and the investment team to maintain client portfolios in alignment with asset allocation targets, including tasks such as rebalancing, investing cash, raising funds for distributions, and tax loss harvesting.</p><p>• Oversee and manage the trading platform, Envestnet Tamarac, ensuring account maintenance, trade settings, and reconciliation are completed accurately.</p><p>• Execute firmwide trading initiatives efficiently, including block trading.</p><p>• Actively participate in the firm's Investment Committee, contributing to strategic decisions.</p><p>• Build and maintain relationships with third-party investment solution providers, such as FactSet.</p><p>• Monitor and analyze portfolio performance to provide insights that support investment strategies.</p><p>• Ensure compliance with investment policies and regulatory requirements.</p><p>• Provide detailed reporting and updates to clients and stakeholders regarding portfolio management activities.</p>
<p>250,000-300,000</p><p><br></p><p>benefits include:</p><ul><li>dental</li><li>vision</li><li>health insurance</li><li>paid time off</li><li>paid holidays</li></ul><p><br></p><p>A respected regional CPA firm with over <strong>75 years of progressive growth and stability</strong></p><p>Are you a seasoned tax professional ready to take the next step in your career? Our firm is seeking a <strong>Senior Tax Director or Tax Partner</strong> to join our leadership team. With offices in <strong>New Jersey and Florida</strong>, we offer a dynamic environment rooted in tradition, innovation, and long-term client relationships.</p><p><strong>What You’ll Do:</strong></p><p>· Lead and manage complex tax engagements across <strong>individual, partnership, and corporate tax returns</strong></p><p>· Provide strategic tax planning and consulting services</p><p>· Supervise and mentor a team of tax professionals</p><p>· Collaborate with firm leadership on growth initiatives and client development</p><p><strong>What The Firm is Looking For:</strong></p><p>· <strong>10+ years of diversified tax experience</strong></p><p>· Strong technical expertise in federal and state tax regulations</p><p>· Proven <strong>supervisory and leadership skills</strong></p><p>· <strong>CPA or JD preferred</strong></p><p><strong>Why Join The firm:</strong></p><p>· Be part of a firm with a <strong>75+ year legacy</strong> of excellence and stability</p><p>· Work alongside experienced professionals in a collaborative culture</p><p>· Competitive compensation and partnership track opportunities</p><p>· Flexible location options in <strong>New Jersey or Florida</strong></p>
We are looking for a skilled and detail-driven Bookkeeper to join our team in Chappaqua, New York. This position is ideal for someone with experience in the Real Estate industry who can effectively manage daily financial operations and maintain precise records. The role requires a high level of confidentiality, strong organizational abilities, and a commitment to ensuring compliance with financial regulations.<br><br>Responsibilities:<br>• Record and manage daily financial transactions, including accounts payable and receivable, using accounting software.<br>• Perform regular reconciliation of bank statements and other financial accounts to ensure accuracy.<br>• Assist in payroll processing, ensuring timely and accurate submission of employee earnings and deductions.<br>• Prepare financial statements, such as balance sheets and profit-and-loss reports, to provide insights into company performance.<br>• Monitor company expenses and contribute to the preparation of budgets while identifying potential cost-saving opportunities.<br>• Ensure compliance with tax regulations, company policies, and reporting requirements.<br>• Maintain organized financial records, invoices, and supporting documentation for easy accessibility.<br>• Collaborate with management and accountants to achieve financial goals and support audit and tax preparation processes.<br>• Investigate discrepancies in financial records and resolve errors promptly.
<p>We are looking for an Accounting and Finance Assistant to join our team in New York, New York. This role is ideal for someone with strong organizational skills and a keen interest in finance and accounting. You will play a vital role in supporting day-to-day operations, collaborating with team members, and ensuring the accuracy of financial and administrative processes.</p><p><br></p><p>Responsibilities:</p><p>• Provide daily support to the accounting and finance team, assisting with various tasks such as -monitoring KYC documentations, tax forms and accounting reports</p><p>• Prepare, review, and format financial documents and administrative reports to ensure accuracy and professionalism.</p><p>• Manage the uploading, downloading, and filing of documents on online platforms and databases.</p><p>• Monitor and maintain tax forms, financial documentation, and accounting reports.</p><p>• Engage with clients, financial institutions, and service providers to address inquiries and facilitate communication.</p><p>• Must be knowledgeable in SOX and GAAP.</p><p>• Utilize Microsoft Excel to create and analyze financial spreadsheets.</p><p>• Assist with QuickBooks-related activities, including invoice processing and reconciliation.</p><p>• Support monthly and quarterly financial reporting processes.</p><p>• Maintain organized records and ensure compliance with documentation standards.</p>
<p>Attend, record by shorthand, transcribe and distribute minutes of meetings. </p><p><br></p><p>Take dictation and transcribe all letters, correspondence, etc. from managers. </p><p><br></p><p>Process all purchase orders and all payments of the company.</p><p><br></p><p>Issue application, inspection and permits for all connections. </p><p><br></p><p>Arrange for publication of all legal and classified notices. </p><p><br></p><p>Make arrangements for the use of a court reporter when necessary. </p><p><br></p><p>Attend and record all meetings. </p><p><br></p><p>Prepare all notices of meetings for newspapers, outside vendors, etc. </p><p><br></p><p>Process payments in tax office as required. </p><p><br></p><p>Answer all questions regarding billing, explaining the billing system, water consumption, etc. </p><p><br></p><p>Interact with personnel on payment of invoices, inspections, etc. </p><p><br></p><p>Maintain files for administrative and functions as well as development applications. </p><p><br></p><p>Maintain record of escrow accounts for development projects. </p><p><br></p><p>Assist in administrative budget preparation. </p><p><br></p><p>Preparation of budget documents including worksheets and ongoing reports. </p><p><br></p><p>Type or revise lengthy documents such as regulations and manuals. </p><p><br></p><p>Handle and maintain confidential files and documents related to personnel, litigation, medical records, etc. </p><p><br></p><p>Manage office functions in the absence of the managers.</p>
<p><strong>Accounts Payable Associate - Generous Benefits</strong></p><p> </p><p>We are assisting our client, a premier firm in the Green Power industry, with their search for an AP professional to join their team. The role primarily involves coding / processing vendor invoices and assisting corp. accounting with month-end reconciliations within the context of a fast-paced environment.</p><p> </p><p>Responsibilities:</p><p>• Ensure accurate and efficient processing of accounts payable.</p><p>• Handle coding tasks related to accounts payable.</p><p>• Perform foreign exchange transactions for international payments.</p><p>• Prepare and maintain journal entries for accurate record-keeping.</p><p>• Monitor customer accounts and take necessary actions based on account status.</p><p>• Resolve customer inquiries promptly and professionally.</p><p>• Maintain accurate customer credit records.</p><p>• Manage and update customer applications as required.</p><p>• Collaborate with other team members to ensure smooth financial operations.</p>
<p>benefits:</p><ul><li>health insurance</li><li>paid time off</li></ul><p><br></p><p>Growing professional services company in Monroe seeks Senior Accountant to join small team. The Senior Accountant will report directly to the Director of Accounting and Finance and will be responsible for various Corporate and Operational Accounting functions including (but not limited to) the following;</p><p> </p><ul><li>Own designated areas of the general ledger, including journal entries, reconciliations, and month-end close activities</li><li>Ensure timely, accurate completion of close processes </li><li>Prepare, review, and maintain fully supportable balance sheet reconciliations</li><li>Perform detailed P& L and balance sheet analysis, identifying trends, risks, and anomalies</li><li>Prepare internal reports and supporting schedules in accordance with US GAAP</li><li>Prepare audit schedules and respond to audit inquiries efficiently and accurately</li><li>Partner with external tax advisors and internal stakeholders to support tax filings, provisions, and compliance activities</li><li>Checking the bank daily for cash deposits, applying payments to customer accounts.</li><li>Paying vendors, maintaining payable history.</li></ul><p><br></p>
<p><strong><em>We’re partnering with a dynamic, New York–based commercial real estate firm that’s looking to add a sharp, detail-oriented Staff Accountant to their growing team. This is a great opportunity for someone who enjoys rolling up their sleeves, takes pride in clean financials, and wants real exposure to investment and venture entities within a sophisticated real estate platform.</em></strong></p><p><br></p><p>If you’re analytical, organized, and excited about being close to the business—not just the books—this role offers both responsibility and room to grow.</p><p><br></p><p><strong><u>What You’ll Be Doing</u></strong></p><ul><li>Own day-to-day accounting activities across investment and venture entities, including AP review, cash management, and initiating wire transfers</li><li>Support the monthly close process, including general ledger reconciliations and preparation of detailed workpapers</li><li>Build and maintain monthly internal reporting packages that provide clear visibility into financial performance</li><li>Track and manage cash flow projections to ensure liquidity across entities</li><li>Review and reconcile tax documentation (including K-1s from investment funds) against internal records</li><li>Perform bank reconciliations and monitor daily cash balances with precision</li><li>Partner with external auditors, tax advisors, and internal stakeholders to support audits and ensure compliance</li><li>Identify opportunities to improve accounting processes, controls, and overall efficiency</li></ul><p><strong><u>What We’re Looking For</u></strong></p><ul><li>Strong foundation in accounting principles and financial reporting</li><li>Excellent attention to detail with the ability to manage multiple priorities</li><li>Comfortable working in a fast-paced, entrepreneurial environment</li><li>Proactive mindset—someone who looks for ways to improve how things are done</li><li>Prior experience in real estate, investment entities, or professional services is a plus</li></ul><p><strong><u>Why This Role</u></strong></p><ul><li>Exposure to real estate investments and venture structures</li><li>Hands-on responsibility with meaningful ownership</li><li>Collaborative, down-to-earth team culture</li><li>Opportunity to grow alongside a well-established and evolving firm</li></ul><p>If you’re looking for a Staff Accountant role where your work actually matters and you’re not just closing tickets, this is one worth a conversation.</p>
<p>Our client is seeking an experienced <strong>Accounts Payable Specialist</strong> to join our team in<strong> Bridgewater, New Jersey</strong>. This long-term contract position offers an exciting opportunity to contribute to managing vendor relationships on a global scale while ensuring compliance with financial and tax regulations. The ideal candidate will excel in maintaining accurate records, analyzing complex data, and collaborating with teams across different regions.</p><p><br></p><p><strong>A/P Responsibilities:</strong></p><p>• Assign and manage vendor numbers in alignment with company policies and procedures.</p><p>• Oversee the Vendor Master File, ensuring timely and accurate updates.</p><p>• Analyze daily vendor change reports and confirm modifications within global systems.</p><p>• Communicate effectively with internal departments and international offices to resolve inquiries.</p><p>• Review invoices for accuracy and compliance before processing.</p><p>• Investigate and input detailed data for complex invoices.</p><p>• Support the preparation of monthly Debit Balance reports and vendor files for tax documentation.</p><p>• Address discrepancies related to regulatory compliance, including B-Notices and tax issues.</p><p>• Validate vendor records with appropriate regulatory agencies to ensure adherence to tax requirements.</p><p>• Reconcile vendor statements and provide backup for team members as needed.</p>
<p><strong>Accounts Payable Job Summary</strong></p><p>The Accounts Payable Associate supports accurate invoice processing and vendor management while helping mitigate vendor risk and fraud in a global environment. This role ensures the integrity of vendor and payment data and compliance with company policies and tax regulations.</p><p><br></p><p><strong>Accounts Payable Responsibilities</strong></p><ul><li>Maintain and update vendor records in compliance with company policies.</li><li>Review vendor change reports and ensure accuracy in SAP and vendor management systems.</li><li>Process and review invoices for accuracy, coding, and compliance.</li><li>Research and resolve invoice and vendor discrepancies.</li><li>Assist with vendor reconciliations, debit balance reporting, and IRS 1099 preparation.</li><li>Handle IRS B-Notices and TIN discrepancies.</li><li>Communicate with internal teams, foreign offices, and vendors as needed.</li><li>Provide backup support and assist with additional AP tasks as required.</li></ul><p><br></p>
We are looking for an Accounting Assistant to join our team in New Canaan, Connecticut. This role is a contract position with the potential for a long-term opportunity, offering a dynamic work schedule throughout the year to accommodate seasonal needs. The ideal candidate will thrive in a supportive environment and possess a strong foundation in accounting and administrative tasks.<br><br>Responsibilities:<br>• Process accounts payable transactions, ensuring accuracy and timely payments for under 100 invoices per week.<br>• Manage accounts receivable duties, including recording cash receipts, applying check payments, and updating member payment records.<br>• Handle member billing processes with attention to detail and accuracy.<br>• Maintain office supplies and oversee general administrative tasks as needed.<br>• Collaborate effectively in a team-oriented workplace environment.<br>• Utilize organizational accounting software to manage financial records and transactions.<br>• Ensure proper coding and reconciliation of invoices and bank statements.<br>• Provide support during peak seasonal periods by adapting to both extended and part-time schedules.
<p>We are looking for a dedicated Tax Staff Accountant to join our team in Mount Kisco, New York. In this role, you will have the opportunity to contribute to a broad range of tax projects, including preparing federal and state tax returns for individuals and businesses, conducting detailed tax research, and assisting with audits. You will work closely with clients to find strategic tax planning solutions while collaborating within a supportive environment. The ideal candidate demonstrates an analytical mindset, a passion for tax compliance, and a commitment to providing outstanding client service.</p>
<p>We are looking for an Administrative Assistant to join our team on a contract basis. This role is ideal for someone who is detail-oriented and has prior experience in corporate or office settings. The position requires a blend of organizational skills, technical proficiency, and the ability to handle administrative tasks efficiently.</p><p><br></p><p>Responsibilities:</p><p>• Organize and scan documents, particularly during high-demand periods such as tax season.</p><p>• Provide comprehensive administrative support to ensure smooth office operations.</p><p>• Answer inbound calls professionally and manage receptionist-related duties.</p><p>• Utilize Microsoft Office applications and operate office equipment effectively.</p><p>• Maintain an organized workspace and manage filing systems.</p><p>• Stand for extended periods when required to complete specific tasks.</p><p>• Perform data entry tasks with accuracy and attention to detail.</p><p>• Collaborate with team members to support various administrative functions as needed.</p>
<p>We are looking for a skilled Accounting Manager to join our team in New York, New York. This role offers the opportunity to oversee critical financial operations for a broker dealer and related entities, reporting directly to the Chief Operating Officer. The ideal candidate will bring expertise in accounting processes and compliance, as well as the ability to collaborate with external auditors and service providers.</p><p><br></p><p>Responsibilities:</p><p>• Manage the accounting and compliance functions for the broker dealer and associated entities.</p><p>• Prepare and review quarterly regulatory filings, ensuring accuracy and timeliness.</p><p>• Post and review journal entries while performing variance analysis on monthly financial results.</p><p>• Ensure the accuracy of accruals, accounts payable, and accounts receivable.</p><p>• Reconcile cash accounts and manage expense allocation reviews related to shared agreements.</p><p>• Collaborate with third-party firms to streamline broker dealer operations and enhance efficiency.</p><p>• Develop monthly management financial packages, including consolidated financial statements and budget variance analyses.</p><p>• Identify areas for improvement in processes, implement internal controls, and enhance documentation of control procedures.</p><p>• Serve as the primary liaison with external auditors, tax professionals, and other service providers.</p><p>• Support special projects, such as the implementation of new accounting software, to optimize operations.</p>
