SAX LLP

Title: Senior/Supervisor Accountant — Client Accounting Services (CAS) Location: New York City, New York, United States Job Description: At Sax Advisory Group, LLC we are driven by our ability to turn every client’s dream into a reality. We are a forward-thinking multi-disciplinary accounting, tax, and advisory firm serving the needs of closely held companies, family-owned businesses, not-for-profit entities, government, and high-net-worth individuals. We are dedicated to providing an environment that offers growth, stability and advancement opportunities, in a team member driven culture where contributions are recognized and rewarded. We have everything you need for a dynamic career! We’re seeking an experienced Senior/Supervisor Accountant to join our growing Client Accounting Services (CAS) team. This role is based in our NYC office and follows a hybrid work schedule. Position Summary: The CAS Senior/Supervisor Accountant owns the monthly close and ongoing accounting operations for a portfolio of closely-held business clients. This role blends hands-on bookkeeping, journal entry review, financial reporting, and client-facing advisory. The Accountant works independently on most engagements, reviews staff-level work, and serves as the day-to-day point of contact for clients on accounting matters. Key Responsibilities: - Own the monthly close process for an assigned client portfolio: bank and credit card reconciliations, accruals, prepaids, deferrals, and supporting schedules - Review and post journal entries (accruals under ASC 450, prepaid amortization under ASC 340, deferred revenue under ASC 606, depreciation under ASC 360) - Categorize and review transactions for accuracy, proper period cutoff, and correct GL coding - Prepare and deliver monthly financial statements and management reporting packages - Manage AP and AR workflows, including vendor onboarding, 1099 compliance, and collections support - Oversee sales tax compliance and reconciliations across applicable states - Review work prepared by staff accountants and provide coaching and feedback - Serve as primary client contact for accounting questions, document requests, and close timelines - Prepare year-end books for tax return handoff, including M-1 book/tax difference schedules - Identify and recommend process improvements and automation opportunities within the client’s accounting stack Qualifications: Required: - Bachelor’s degree in Accounting or related field - 3–7 years of progressive accounting experience, ideally in public accounting or outsourced/CAS environment - Strong working knowledge of GAAP and full-cycle accounting - Proficiency in QuickBooks Online and/or QuickBooks Desktop - Experience managing multiple client engagements and deadlines simultaneously - Strong communication skills for direct client interaction Preferred: - CPA license or active candidate - Experience with cloud accounting tools (Bill.com, Ramp, Expensify, Avalara) - Experience with practice management platforms (Double, Karbon, or similar) - Exposure to multiple industries and entity types (S-corp, partnership, LLC) Core Competencies: - Technical accuracy and attention to detail - Ownership mindset and ability to work independently - Client service orientation - Time management across a multi-client workload - Mentorship and review skills - Comfort with technology and process automation Comprehensive Benefits Package Includes: - Top Tier Health, Dental, & Vision Plans - Flexible Spending Account (FSA) and Health Savings Accounts (HSA) - Medical and Dependent Care - Life and Voluntary Life Insurance - Short and Long -Term Disability Insurance - 401k plan with matching contribution - Defined Contribution Plan (profit sharing) - Customized Work Arrangements - Floating Holidays and Volunteer PTO - Unlimited PTO for Managers and Above - Referral Bonus Program - Tuition Reimbursement for Advanced Degree - Healthy Living Reimbursement Program - Health & Wellness App Subscription - CPA & EA reimbursement for study materials and exam - AICPA and CPA State Society membership reimbursement for Managers and above - OnDemand access to industry leading CPE courses - Summer Fridays at 1pm SAX Advisory Group, LLC is an equal opportunity employer and encourages candidates from all backgrounds to apply. We value diversity and inclusion in our workplace.

Title: Tax Manager, Federal Tax Credits & Incentives Location: United States Job Description: At Sax Advisory Group, LLC we are driven by our ability to turn every client’s dream into a reality. We are a forward-thinking multi-disciplinary accounting, tax, and advisory firm serving the needs of closely held companies, family-owned businesses, not-for-profit entities, government, and high-net-worth individuals. We are dedicated to providing an environment that offers growth, stability and advancement opportunities, in a team member driven culture where contributions are recognized and rewarded. We have everything you need for a dynamic career! SAX Advisory Group LLC, a Top 100 global accounting firm, is looking for a full-time Tax Manager to support the continued growth of our Federal Tax Credits & Incentives practice. This is 100% remote based in the U.S. if not living near the NJ/NYC offices. Responsibilities: - Lead and oversee engagement teams, ensuring high-quality deliverables and timely completion of projects. - Conduct and oversee tax research to support R&D credit positions and compliance requirements. - Serve as a key point of contact for clients, providing guidance and maintaining strong client relationships. Qualifications: - Candidates must have at least 5 years of experience managing R&D Tax Credit engagements including identifying, gathering, documenting, and defending R&D tax credit claims in the Aerospace & Defense industry; the Life Science industry; the Food Science / Bio-Flavoring industry; the Robotics industry; the Software Development industry; and the Manufacturing industry. - A Bachelor’s degree in Accounting is required, with a Master’s degree in Taxation preferred; or a Law degree, with an LLM in Taxation preferred.  - Strong Tax research skills required to analyze statutory, administrative, and judicial interpretations affecting tax return filling positions. - Strong verbal and written communication skills with the ability to manage in-office and remote engagement teams. - Ability to successfully work both independently and as part of larger engagement team. - Comprehensive Benefits Package Includes: - Top Tier Health, Dental, & Vision Plans - Flexible Spending Account (FSA) and Health Savings Accounts (HSA) - Medical and Dependent Care - Life and Voluntary Life Insurance - Short and Long -Term Disability Insurance - 401k plan with matching contribution - Defined Contribution Plan (profit sharing) - Customized Work Arrangements - Floating Holidays and Volunteer PTO - Unlimited PTO for Managers and Above - Referral Bonus Program - Tuition Reimbursement for Advanced Degree - Healthy Living Reimbursement Program - Health & Wellness App Subscription - CPA & EA reimbursement for study materials and exam - AICPA and CPA State Society membership reimbursement for Managers and above - OnDemand access to industry leading CPE courses - Summer Fridays at 1pm New York Pay Range $120,000 - $150,000 USD

Title: Tax Manager, 1040 Returns Location: United States Job Description: At Sax Advisory Group, LLC we are driven by our ability to turn every client’s dream into a reality. We are a forward-thinking multi-disciplinary accounting, tax, and advisory firm serving the needs of closely held companies, family-owned businesses, not-for-profit entities, government, and high-net-worth individuals. We are dedicated to providing an environment that offers growth, stability and advancement opportunities, in a team member driven culture where contributions are recognized and rewarded. We have everything you need for a dynamic career! We're actively seeking an experienced Tax Manager with 1040 tax returns to join our growing firm! This role is remote-based in the United States. Qualifications: Must be motivated, have the ability to multi-task and be organized. Maintain a positive attitude; be cooperative and flexible about the type of work assigned and in assisting other team members on assignments. Have excellent verbal and written communication skills. - Must have B.A./B.S. degree in Accounting (MST/MBA is a plus) - CPA is preferred but not a requirement - Experience in 1040 (individual) tax returns is required - Strong technical skills in taxation - 5+ years of work experience within a public accounting firm Essential Duties and Responsibilities: - Advanced specialized tax expertise - Reviews research findings, tax returns and work papers, formulates conclusions consistent with firm policies and professional standards, and determines implications and best course of action for client - Ensures all tax advice is technically correct and properly documented - Understands the firm’s policies, procedures and professional standards - Demonstrates strong communication skills - Dedicates time to coaching and developing others through training, providing opportunities for them and helps them succeed - Actively communicates the client’s needs and facts to the appropriate team members to execute the work - Builds relationships across industry service groups to ensure client service excellence through an integrated approach - Develop trust worthiness with the client and team members - Manages progression of quality deliverables on time, in scope and within budget and/or realization goal Comprehensive Benefits Package Includes: - Top Tier Health, Dental, & Vision Plans - Flexible Spending Account (FSA) and Health Savings Accounts (HSA) - Medical and Dependent Care - Life and Voluntary Life Insurance - Short and Long -Term Disability Insurance - 401k plan with matching contribution - Defined Contribution Plan (profit sharing) - Customized Work Arrangements - Floating Holidays and Volunteer PTO - Unlimited PTO for Managers and Above - Referral Bonus Program - Tuition Reimbursement for Advanced Degree - Healthy Living Reimbursement Program - Health & Wellness App Subscription - CPA & EA reimbursement for study materials and exam - AICPA and CPA State Society membership reimbursement for Managers and above - OnDemand access to industry leading CPE courses - Summer Fridays at 1pm SAX Advisory Group, LLC is an equal opportunity employer and encourages candidates from all backgrounds to apply. We value diversity and inclusion in our workplace. New Jersey Pay Range $125,000 - $150,000 USD New York Pay Range $125,000 - $150,000 USD

At Sax Advisory Group, LLC we are driven by our ability to turn every client’s dream into a reality. We are a forward-thinking multi-disciplinary accounting, tax, and advisory firm serving the needs of closely held companies, family-owned businesses, not-for-profit entities, government, and high-net-worth individuals. We are dedicated to providing an environment that offers growth, stability and advancement opportunities, in a team member driven culture where contributions are recognized and rewarded. We have everything you need for a dynamic career! Sax Capital Advisors is a leading M&A advisory firm specializing. We advise business owners, investors, and corporations on strategic mergers, acquisitions, divestitures, and capital raising. Our team combines deep market expertise with a client-first approach to deliver successful outcomes. We are seeking a Business Development Specialist to spearhead deal origination, drive new client acquisition, and expand our market presence. This role is dedicated to generating high-quality leads and building lasting relationships with decision-makers. This role is fully remote within the U.S. for candidates located outside the New York City area. Key Responsibilities Deal Origination: Identify, engage, and qualify prospective clients (business owners, Centers of Influences, and corporates) to generate M&A advisory mandates Market Coverage: Develop a strong presence across target industries through proactive outreach, networking, and thought leadership. Relationship Development: Build and maintain senior-level relationships with stakeholders including entrepreneurs, and advisors (wealth management firms, law firms, accounting firms, consultants). Lead Generation: Drive the firm’s outbound business development efforts—cold calling, targeted campaigns, event participation, and partnership building. Partnerships: Establish and cultivate referral relationships with intermediaries, industry associations, and strategic partners. Thought Leadership: Represent the firm at conferences, panels, and networking events to enhance visibility and credibility. Collaboration with Deal Teams: Work closely with M&A execution teams to transition prospects into mandates and ensure consistent client experience. CRM & Reporting: Track origination activities, maintain pipeline metrics, and provide regular updates on progress against business development goals. Qualifications Comprehensive Benefits Package includes: Top Tier Health, Dental, & Vision Plans Flexible Spending Account (FSA) and Health Savings Accounts (HSA) Medical and Dependent Care Life and Voluntary Life Insurance Short and Long -Term Disability Insurance 401k plan with matching contribution Defined Contribution Plan (profit sharing) Customized Work Arrangements Floating Holidays and Volunteer PTO Unlimited PTO for Managers and Above Referral Bonus Program Tuition Reimbursement for Advanced Degree Healthy Living Reimbursement Program Health & Wellness App Subscription CPA & EA reimbursement for study materials and exam AICPA and CPA State Society membership reimbursement for Managers and above OnDemand access to industry leading CPE courses Summer Fridays at 1pm Sax Capital Advisors is a wholly owned subsidiary of SAX Advisory Group, LLC, an equal opportunity employer and encourages candidates from all backgrounds to apply. We value diversity and inclusion in our workplace. To learn more please visit our website www.SaxCa.com New Jersey Pay Range $75,000 — $200,000 USD New York Pay Range $75,000 — $200,000 USD