Geller & Company jobs - 32 jobs

# **JOB SUMMARY**We are looking to add a Tax Manager to help guide and oversee our clients, in addition to support our internal leaders and the on-going growth in our Melville, NY office. As a Tax Manager, you will be responsible for overseeing and reviewing financial information for clients, such as business and individual tax returns, with the benefit of gaining exposure to a diverse client base operating in a variety of industries. The Tax Manager serves to manage client relationships and act as a liaison between overseeing/mentoring internal staff and working closely with internal leaders, to ensure high-quality work is conducted and delivered to our clients.# **JOB DESCRIPTION****WHAT YOU WILL DO**Regular duties include (but are not limited to):* Serves as a subject matter expert in SALT.* Expertise in reviewing corporate, partnership and individual state returns.* Proficient in analyzing corporate and partnership nexus issues and delivering SALT nexus studies to clients.* Knowledge in Sales & Use tax, property tax and Unclaimed property is essential.* Expert in administering Voluntary Disclosure Act reports.* Works effectively, efficiently and closely with the federal tax team.* Demonstrates excellence in most advanced technical skills SALT.* Continues to develop SALT expertise and stays abreast of industry news; contributes to staff development by sharing SALT and industry knowledge.* Recognizes complex technical SALT issues, reaches appropriate conclusions and applies authority to support conclusions.* Participates in client related planning, where appropriate.* Effectively communicates all technical material to clients, verbally and in writing.* Proficient in use of necessary discipline software and applications.* Demonstrates excellence in client service and business acumen.* Ensures top quality client service and oversees total SALT engagement activity.* Recognizes needs and issues pertinent to client activity and follows through to implementation.* Maintains designated chargeable hours for the year (determined by Geography & Discipline leaders).* Maintains effective realization rates of fees (determined by Geography & Discipline leaders).* Assists partners/managing directors in managing effective billing and collections.* Appropriately manages risk and ensures quality control procedures are being executed on all SALT engagement activities.* Assists partners/managing directors in planning business strategies in SALT.* Builds client relationships; maintains smooth working relationship with clients.* Is actively involved in product development and product sales that will enhance market opportunities to generate revenue (determined by Discipline and Industry leaders).* Proactively identifies opportunities to introduce Firm and serves as an active spokesperson.* Represents the firm and area of expertise by making presentations at third party events.* Demonstrates excellence in Executive Presence, People Development, Leadership, and Professionalism.* Effectively develops, supervises, trains, coaches, and mentor's staff.* Effectively manages people with poise and professionalism, especially during peak periods of client engagement and deadlines.* Promotes the ideals, values, mission, and vision of the firm.* Commands respect as a leader; acts like a role model.* Conducts self with the utmost professionalism and demonstrates respect towards others.* Respects and embraces diversity; looks to build a One-Firm team spirit amongst staff.* Maintains appropriate compliance with all firm wide and local office policies and procedures.* Promotes the most efficient operations of the Firm and supports compliance guidelines in managing others.* Assists partners/managing directors in managing administrative activity.* Develop outside relationships with a goal of generating referral sources.* Adhere to firm's policies and procedures.**WHAT WE ARE LOOKING FOR** Experience* 5+ years in relevant position* Public accounting or other professional services environment preferred Education* Minimum Bachelor's degree or other recognized business credential* Bachelor's in Accounting (for Audit or Tax) License / Certification* Must be a CPA* Must maintain required CPE credits annually* May need other industry or specialization certification for specific positions Legal / Compliance* Must complete acknowledgement of Independence Guidelines and Ethical Standards document* Government engagements require ability to obtain a security clearance from the United States government For job postings in the state of NY, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity in accordance with the New York State Pay Transparency Law. This range considers many factors, including but not limited to a candidate's knowledge, job specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $110,000 to $180,000.# **WHO WE ARE**UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.# **WHAT WE OFFER****POSITIVE WORK ENVIRONMENT**Enjoy a collaborative and supportive work environment where teamwork is valued.**ATTRACTIVE COMPENSATION PACKAGES**Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.**COMPREHENSIVE BENEFIT PACKAGE**Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.# **WHO WE ARE**UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.# **WHAT WE OFFER**## POSITIVE WORK ENVIRONMENTEnjoy a collaborative and supportive work environment where teamwork is valued.## ATTRACTIVE COMPENSATION PACKAGESOur compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.## COMPREHENSIVE BENEFIT PACKAGEAccess comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances. #J-18808-Ljbffr

JOB SUMMARYAs an Administrative Assistant III, you will provide essential administrative support to facilitate the smooth operation of the organization. You will perform a variety of tasks, including managing correspondence, scheduling appointments, organizing meetings, and handling administrative requests. Your strong organizational skills, attention to detail, and ability to multitask will contribute to the efficiency and effectiveness of the team and the overall success of the organization. Administrative Support: Manage and prioritize incoming communications, including emails, phone calls, and mail Draft and edit correspondence, memos, reports, and other documents Maintain accurate records and databases, ensuring data integrity and confidentiality Coordinate travel arrangements, including booking flights, accommodations, and transportation Assist with expense tracking and reimbursement processes Billing/invoicing, A/R support, Maconomy reporting Calendar Management and Scheduling: Maintain and update calendars, scheduling and coordinating appointments, meetings, and conferences Send meeting invitations, prepare meeting agendas, and ensure timely distribution of relevant material Coordinate and schedule conference calls, video conferences, and other virtual meetings Meeting and Event Coordination: Arrange logistics for meetings, conferences, and events, including venue selection, catering, and audiovisual setup Prepare and distribute meeting minutes and follow-up action items Track and manage RSVPs, ensuring appropriate attendance and participation Office Support: Serve as a point of contact for internal staff and external stakeholders, providing exceptional customer service Coordinate office supplies and equipment, ensuring availability and functionality Support special projects and initiatives as assigned Occasional reception area coverage Special project responsibilities for specific office or entire region (i.e. e-filing, CPE tracking, bulk engagement letters) Production Responsibilities Assembling tax returns Formatting financial statements and proposals Supervisory responsibilities None Work environment Work is conducted in a professional office environment with minimal distractions Physical demands Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift up to 25 pounds at a time Travel required No Required education and experience High School Diploma (or GED or High School Equivalence Certificate) 3+ years of relevant experience Proficient in using office software and tools, including MS Office Suite (Word, Excel, Outlook, PowerPoint) Preferred education and experience Software: Engagement, CCH Prosystem FH, Axcess Tax, Axcess Document, Axcess Workstream, Maconomy, Safesend Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. For job postings in the state of NY, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity in accordance with the New York State Pay Transparency Law. This range considers many factors, including but not limited to a candidate's knowledge, job specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $60,000 to $80,000. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

Empowering Financial Futures. For more than 65 years, Glenmede's independent ownership, innovation and unwavering commitment to our clients have made us a trusted partner for private wealth, endowment & foundation, and investment management clients. Our people are invaluable. Through a team-oriented environment, your knowledge, expertise and varied backgrounds contribute to thoughtful innovation. Our culture fosters opportunities for continuous career growth and development in all areas of the organization. Working at Glenmede, you will experience the infrastructure and resources of a large firm combined with the client and employee focus of an independently owned boutique. Private Wealth: Empowering the confident pursuit of purpose, passions and legacy through integrated wealth management. To us, wealth is not static or one-dimensional. The complexities of wealth management require an integrated approach to anticipating, understanding and addressing unique client circumstances. Our team of experts partners with every client to personalize solutions that lead to exceptional outcomes. Our success is determined by the success of our clients. This position will operate in a hybrid work environment. 3 days per week in the office (New York City & Florham Park, NJ). OVERVIEW: The Relationship Manager role in Portfolio Management provides comprehensive investment advice and management for Glenmede's private clients and serves as Relationship Manager on designated relationships. This position works closely with an experienced team of wealth advisory and planning colleagues to provide integrated wealth management solutions that meet varied, complex private client needs. This position requires working knowledge of additional practice areas such as financial and estate planning, fiduciary investment and administration, philanthropic advisory, business development and other relevant disciplines. RESPONSIBILITIES: Portfolio Management and Investments. Develop, implement and proactively communicate and manage investment plans on behalf of clients, consistent with Glenmede's best thinking and practices. Formulate client investment objectives, create Investment Policy Statements, develop and implement an asset allocation that enables the client to achieve stated objectives, and monitor overall portfolio construction to ensure alignment with client's wealth objectives. Prepare and maintain client information in accordance with documentation retention practices and procedures utilizing the client relationship management (CRM) system and all other required technology platforms. Become proficient with Glenmede's investment solutions, including Separately Managed Accounts, Private Equity, hedge funds and other specialized strategies. Participate in Investment Policy Committee meetings, Manager Research meetings, and other venues to maintain investment knowledge and contribute to firm thinking. Relationship Management and Client Service. Serve as Relationship Manager on designated client relationships, being accountable for coordinating investments, financial planning, administration and other wealth management advice and solutions. Adopt a 'leader among peers' management approach in fulfilling Relationship Management responsibilities, and coordinate with external advisors as appropriate. Work closely with other professionals on the team to ensure that clients benefit from our best thinking across relevant wealth management practice areas. Identify financial and non-financial considerations to integrate into the overall investment plan. Supervise support staff and work closely with junior professionals by teaching specific skills and sharing experiences that will allow them to expand their contribution to the firm. Business Development. Participate in new business development process, attend Glenmede-sponsored events, cultivate COI's, and partner with Business Development Officers to create, present and execute investment proposals tailored to meet client objectives. Firm Building. Active engagement in department-specific and firm-wide initiatives in order to expand capabilities, create solutions to unmet business needs, improve client experience, or develop more efficient processes. Ability and willingness to contribute to the advancement of team, office and business capabilities. Other duties as required by the position. REQUIRED QUALIFICATIONS: * Bachelor's degree required. * A minimum of ten years' experience in Investment Management with a focus on Portfolio Management and a track record of investment success. PREFERRED QUALIFICATIONS: * Ability to manage difficult or complex investment portfolios for investment management accounts or fiduciary (irrevocable or revocable trust) accounts. * Proven ability to work with private clients in a collaborative team-based environment. * Strong knowledge of and interest in the Capital Markets. * Knowledge, understanding and ability to discuss other wealth management disciplines and how they integrate into a comprehensive plan. * Commitment to the investment and wealth management industry as demonstrated by an advanced degree (MBA) or certification (CFA). Headquartered in Philadelphia, PA, Glenmede has 9 office locations in the US. For further information, please visit ************************ Our Benefits Overview: * Competitive health and welfare benefits, including company HSA contributions * Numerous voluntary benefit choices available * Superior 401k match * Tuition reimbursement * Company subsidized commuter benefits * Generous paid time off, including parental leave * Plus more! Salary Range: $125,000 - $275,000 Actual compensation packages are based on several factors unique to each candidate, including but not limited to job-related knowledge and skills, experience, education/training, business needs, market demands, and geographical location. Base salary is only part of the total compensation package. Glenmede is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: Glenmede is committed to the principle of equal employment opportunity for all employees and applicants and to providing employees with a work environment free of discrimination, retaliation, and harassment. All employment decisions, including hiring decisions, at Glenmede are based on business needs, job requirements and individual qualifications in full compliance with all local, state and federal laws prohibiting discrimination on the basis of any status protected by the laws or regulations in the locations where we operate. Glenmede will not tolerate discrimination or harassment based on any of these characteristics. **************************************************** We are not seeking agency assistance with this role. No agencies, third parties, or phone calls, please. Glenmede is not accepting unsolicited resumes from search firms. All resumes submitted by search firms to any employee at Glenmede via-email, the Internet, or directly without a valid written search agreement will be deemed the sole property of Glenmede, and no fee will be paid in the event the candidate is hired by Glenmede. #LI-Hybrid

JOB SUMMARYAs a Client Service Associate, you will be responsible for recording financial transactions, reconciling accounts, preparing financial reports, and ensuring compliance with relevant regulations. Your strong organizational skills, attention to detail, and proficiency in bookkeeping software will contribute to the smooth operation of our financial processes. Financial Transaction Recording Record day-to-day financial transactions, including accounts receivable, accounts payable, and general ledger entries Maintain accurate and up-to-date financial records using bookkeeping software or spreadsheets Classify and categorize expenses, revenues, and other financial data to ensure proper allocation Assist in the preparation of month-end and year-end financial statements. Provide financial data and reports to management as needed for decision-making purposes Bank Reconciliation Reconcile bank statements with the general ledger on a regular basis Identify and resolve discrepancies between bank records and financial records. Investigate and reconcile any outstanding transactions or issues related to bank accounts Accounts Payable and Receivable Process vendor invoices, track payments, and ensure timely payment to vendors Generate and send customer invoices, record payments, and follow up on outstanding receivables Monitor accounts payable and receivable aging reports and take appropriate actions to resolve outstanding balances Compliance and Record Keeping Ensure compliance with relevant financial regulations and standards Maintain proper documentation and records to support financial transactions and activities Assist in gathering and preparing documents for audits and tax filings Communication and Collaboration Coordinate with team members and external parties to gather necessary financial information Communicate effectively with vendors, clients, and colleagues regarding financial matters Collaborate with the accounting team to support overall financial operations Supervisory responsibilities None Work environment Work is conducted in a professional office environment with minimal distractions Physical demands Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift up to 15 pounds at a time Travel required No Required education and experience Prior and current bookkeeping/accounting experience in public accounting, corporate or private business High School Diploma or GED or High School equivalent certificate Thorough understanding of basic accounting principals Proficient knowledge of accounting software, Excel, Word, and PowerPoint Preferred education and experience Bachelor's degree in accounting or relevant work experience Experience with Accounting CS, Sage Intacct, Bill.com, QuickBooks Online, QuickBooks Desktop, Xero, NetSuite Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. For job postings in our Hudson location, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity in accordance with the New York Human Rights Law. This range considers many factors, including but not limited to a candidate's knowledge, job specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $55,000 to $75,000. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

JOB SUMMARYThe Senior Analyst will play a key role in working with senior leaders to grow the Valuation team and deliver superior client service. Senior Analysts work on a variety of assignments, including business interest valuations, purchase price allocations, impairment testing, intellectual property valuations, complex financial instruments, stock options, and dispute consulting. Analyze complex financial analyses and instruments, understanding an applying accepted procedures and methods of valuation Conduct in-depth research on industry trends, market conditions, and economic factors to inform valuation assumptions and methodologies Prepare detailed valuation reports and presentations. Assist management in planning and managing engagement activity and follow through to achieve results Demonstrate technical knowledge effectively through written and verbal communication Mentor and train new staff in areas of expertise and responsibility Collect and organize relevant financial and operational data to support valuation models and assessments Coordinate various phases of engagement with management Respond timely and accurately to internal team and client requests Recognize complex technical issues, evaluate facts efficiently, and use strategic decision-making skills to assist management in solving problems Ensure the accuracy and compliance of valuation reports, presentations, and documentation with industry standards and regulatory requirements Proficient in use of all technology necessary to performance execution, including advanced Excel modeling and common finance-related software Supervisory responsibilities None Work environment Work is conducted in a professional office environment with minimal distractions Physical demands Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift to 15 pounds at a time Travel required Some travel may be required to client sites during engagements Required education and experience Bachelor's degree in accounting, finance, economics, or a related field 2 plus years years of relevant valuation experience is required Experience at regional or national valuation practices is preferred. Well-rounded valuation expertise including experience with transaction-related valuations, financial reporting valuations (i.e., purchase price allocations, impairment testing, equity-based compensation, complex securities), ESOPs, and estate & gift planning valuations is a plus. Minimum 2 years of constructing and reviewing valuation models and other financial models including: DCF, comparable company, stock option, and intangible asset models Strong analytical and problem-solving skills Knowledge of software packages including MS Word, Excel, PowerPoint, Capital IQ and Bloomberg Excellent written and verbal communication skills Experience working with diverse teams Preferred education and experience None required at hire; must be willing and able to pursue Certified Valuation Analyst, Chartered Financial Analyst, Accredited Senior Appraiser, Certified Financial Modeling & Valuation Analyst, and/or Certified Public Accountant with Accredited in Business Valuation designation shortly after hire Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. For job postings in our New York City location, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity in accordance with the New York City Human Rights Law. This range considers many factors, including but not limited to a candidate's knowledge, job specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $93,000 to $130,000. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

JOB SUMMARYAs an Audit Senior Manager, you will be a pivotal leader responsible for overseeing and directing the execution of audit engagements across our diverse clientele. Your extensive experience in audit and assurance, combined with exceptional leadership skills, will drive the firm's commitment to delivering top-tier client service, maintaining the highest standards of quality, and fostering the professional growth of your team. Engagement Leadership Lead and manage a team of audit professionals, including managers, seniors, and staff members, in planning, executing, and concluding audit engagements Ensure adherence to engagement timelines, budgets, and firm standards Client Relationship Management Cultivate and maintain strong client relationships, serving as a trusted advisor and primary point of contact for audit engagements Provide strategic insights and recommendations to clients for enhancing financial processes, controls, and reporting Audit Planning and Strategy Collaborate with partners and directors to develop comprehensive audit strategies and plans that align with client objectives, risks, and regulatory requirements Oversee resource allocation, assignment of roles, and development of audit programs Audit Execution, Review and Technical Expertise: Perform intricate audit procedures and review complex accounting and auditing matters to ensure the accuracy and integrity of financial statements and disclosures Apply deep technical knowledge of accounting principles (GAAP), auditing standards, and regulations Team Development and Mentorship Foster a culture of continuous learning and professional growth within the audit team Provide guidance, mentorship, and coaching to managers, seniors, and staff members, enabling their success and development Quality Control and Assurance Ensure that audit documentation, reports, and conclusions meet the highest standards of accuracy, completeness, and compliance with firm policies and regulatory guidelines Implement best practices to enhance the quality and efficiency of audit engagements Business Development Identify opportunities to expand the firm's client base and service offerings Contribute to business development activities, including client proposals, presentations, and networking Risk Management Assess and manage risks associated with audit engagements, including potential areas of concern, conflicts, and liability Implement strategies to mitigate and minimize risks for the firm and clients Thought Leadership Stay current with evolving accounting standards, industry trends, and regulatory changes Share insights and knowledge with the audit team and contribute to the firm's thought leadership initiatives Supervisory responsibilities Will supervise subordinate team members Work environment Work is conducted in a professional office environment with minimal distractions Physical demands Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift to 15 pounds at a time Travel required Travel may be frequent and unpredictable, depending on client's needs Required education and experience Bachelor's degree in accounting, finance, or a related field 8+ years of relevant experience 5+ years of relevant audit experience within a CPA firm, with progressive leadership responsibilities CPA license is required; equivalent certifications are required for IT audit Responsible for completing the minimum CPE credit requirement Specific positions may require additional industry or specialization certifications Preferred education and experience Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. For job postings in our New York locations, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity. This range considers many factors, including but not limited to a candidate's knowledge, job specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $150,000 to $210,000 WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

Empowering Financial Futures. For more than 65 years, Glenmede's independent ownership, innovation and unwavering commitment to our clients have made us a trusted partner for private wealth, endowment & foundation, and investment management clients. Our people are invaluable. Through a team-oriented environment, your knowledge, expertise and varied backgrounds contribute to thoughtful innovation. Our culture fosters opportunities for continuous career growth and development in all areas of the organization. Working at Glenmede, you will experience the infrastructure and resources of a large firm combined with the client and employee focus of an independently owned boutique. Private Wealth: Empowering the confident pursuit of purpose, passions and legacy through integrated wealth management. To us, wealth is not static or one-dimensional. The complexities of wealth management require an integrated approach to anticipating, understanding and addressing unique client circumstances. Our team of experts partners with every client to personalize solutions that lead to exceptional outcomes. Our success is determined by the success of our clients. This position will operate in a hybrid work environment, 3 days per week in the office. We have openings in multiple office locations (New York, NY, Philadelphia, PA, Wilmington, DE, Princeton, NJ, Cleveland, OH and Pittsburgh, PA). OVERVIEW: The role of the Business Development Associate is to partner with the Business Development team to identify, develop and cultivate new private clients and endowment and foundation clients. The associate will work creatively and entrepreneurially to design prospecting strategies as well as individualized plans designed to win new clients and generate revenue growth. This role will provide foundational sourcing, prospecting and client development skills necessary to be successful as a Business Development Officer. RESPONSIBILITIES: Business Development and Sales Support * Support the Business Development Team in implementation of a business plan and business development strategy. * Assist in identifying and attracting new revenue from high-net-worth individuals, families, and endowments and foundations, including taking responsibility for documenting new opportunities in Salesforce. * Identify and build lists of key influencers, intermediaries and centers of influence (e.g., attorneys, accountants, consultants) in target markets and properly document findings. * Track prospect contact information for follow-up using Salesforce. * Maintain and expand the database of prospects for Business Development Team. * Maintain history of business development activity and call data. * Analyze data to provide reports, access profitability, identify trends and make recommendations. * Obtain all required documentation, prepare, submit, and monitor New Business Acceptance and Fee Exception Forms. Sales * Source new sales opportunities through research and follow-up with outbound calls and emails to establish meetings for the Business Development Team and schedule follow-up appointments with Business Development Officers. * Leverage traditional as well as digital and social media in an effort to successfully prospect. * Apply knowledge of financial markets, core products and services, and Glenmede requirements when interacting with prospects to effectively identify and meet their objectives. * Proactively keep prospects updated on new product offerings and send prospects relevant product information (i.e.: market outlook materials, industry-specific research, etc.) which solidify and add value to the relationship. Presentations and Events * Help organize and execute events for clients and prospects, with an emphasis on follow-up strategies that increase the ROI of the events. * Assist in the customization of presentation materials advocating the uniqueness of prospective clients and develop/implement marketing plans for proactive outreach. * Participate Glenmede at relevant industry or firm conferences. Firm Building * Take an engaged role in firm-wide and private wealth group initiatives and projects, including technology integration, enhanced client service and increased productivity; take responsibility for implementing conclusions. REQUIRED QUALIFICATIONS: * Bachelor's degree. * Up to 5 years of experience required preferably within financial services, fiduciary, wealth management or the investment arena. PREFERRED QUALIFICATIONS: * Strong self-starter demonstrating initiative and resourcefulness. * Proven communication skills, analytical ability, consultative, problem resolution skills; ability to probe and listen to help prospects clarify needs and objectives. Ability to gather and present data to evaluate and develop action next steps. * Client-centric orientation and mindset, able to stay on top of prospect needs and initiate or prepare a timely response. Ability to manage prospects' expectations. * PC proficiency, including Word, Excel, PowerPoint. Headquartered in Philadelphia, PA, Glenmede has 9 office locations in the US. For further information, please visit ************************ Our Benefits Overview: * Competitive health and welfare benefits, including company HSA contributions * Numerous voluntary benefit choices available * Superior 401k match * Tuition reimbursement * Company subsidized commuter benefits * Generous paid time off, including parental leave * Plus more! Salary Range: $65,000 - $85,000 Actual compensation packages are based on several factors unique to each candidate, including but not limited to job-related knowledge and skills, experience, education/training, business needs, market demands, and geographical location. Base salary is only part of the total compensation package. Glenmede is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: Glenmede is committed to the principle of equal employment opportunity for all employees and applicants and to providing employees with a work environment free of discrimination, retaliation, and harassment. All employment decisions, including hiring decisions, at Glenmede are based on business needs, job requirements and individual qualifications in full compliance with all local, state and federal laws prohibiting discrimination on the basis of any status protected by the laws or regulations in the locations where we operate. Glenmede will not tolerate discrimination or harassment based on any of these characteristics. **************************************************** We are not seeking agency assistance with this role. No agencies, third parties, or phone calls, please. Glenmede is not accepting unsolicited resumes from search firms. All resumes submitted by search firms to any employee at Glenmede via-email, the Internet, or directly without a valid written search agreement will be deemed the sole property of Glenmede, and no fee will be paid in the event the candidate is hired by Glenmede. #LI-Hybrid

JOB SUMMARYThe Principal is a leader in our firm who has mastered the skills and requirements of the manager role and has demonstrated a capacity to take on greater responsibilities. The Principal may either be a subject matter expert, client service expert, or both. The Principal assists partner in assuming overall responsibilities in a variety of areas, including: engagement management & client service, practice development, discipline & industry expertise, external activities & networking, leadership, and people development.JOB DESCRIPTION Strategy Align with and be a driving force of the business plan of VAS Have a long-term vision and self-motivation to be a steward of growth and change Marketing and Business Development Proactively and effectively contribute to the marketing and business development efforts of VAS Have a proven track record of past activities that produced financial results Account Management and Operational Excellence Exemplify industry best practices in client service, relationship management, and day-to-day quality and risk management of running VAS Being technically strong in business valuation is a must Leadership and Teamwork Reflect the highest professionalism and business acumen in all interactions with clients and team members Be a respected leader and team player, mentoring and guiding the team to meet and exceed their objectives Have prior experience successfully leading and being a team player of a group of business valuation professionals Financial Plans Meet and exceed financial targets set forth for the principal individually and for VAS Prior track record of generating and managing $1.5+ million in annual revenue For job postings in the state of NY, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity in accordance with the New York State Pay Transparency Law. This range considers many factors, including but not limited to a candidate's knowledge, job specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $190,000 to $275,000. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

JOB SUMMARYAs an Audit Senior Staff Accountant, you will be responsible for performing the necessary procedures involved in planning and executing attestation engagements for clients in accordance with the applicable accounting standards. The Audit Senior Staff Accountant works closely with clients and internal leaders to ensure high-quality work is conducted and delivered to our clients, while given the opportunity to experience more complex areas of engagements and work on the development of supervisory skills necessary to prepare for the Senior level. Audit Execution Participate in the planning and preparation of audit engagements under the guidance of senior team members Execute audit procedures, including testing of controls, substantive testing, and analytical procedures Document work performed, findings, and conclusions in an organized and clear manner Financial Statement Analysis Analyze financial statements, disclosures, and supporting documentation to identify potential issues or discrepancies Assess the application of accounting principles and standards, and provide recommendations for improvements Internal Controls Assessment Evaluate internal control systems and processes to identify weaknesses or deficiencies that could impact the accuracy of financial reporting Assist in developing recommendations for enhancing internal controls and operational efficiency Client Communication Collaborate with client personnel to obtain necessary information and documentation for audit purposes Maintain professional communication and build positive relationships with client representatives Team Collaboration Work collaboratively with other team members to ensure timely completion of audit engagements Seek guidance from supervisors and managers when encountering complex issues or challenges Technical Research Stay updated on relevant accounting and auditing standards, regulations, and industry developments Conduct research to address accounting and auditing issues that may arise during engagements Reporting and Documentation Contribute to the preparation of audit reports, ensuring accuracy, clarity, and adherence to professional standards Prepare supporting workpapers and documentation to substantiate audit findings and conclusions Professional Development Engage in continuous learning and development to enhance your technical skills and knowledge Supervisory responsibilities None Work environment Work is conducted in a professional office environment with minimal distractions Physical demands Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift to 15 pounds at a time Travel required Travel may be frequent and unpredictable, depending on client's needs Required education and experience Bachelor's degree in accounting, finance, or a related field 2 - 3 years of relevant experience Preferred education and experience Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting Actively working towards achieving CPA licensure or relevant certification, if not already attained Responsible for completing the minimum CPE credit requirement Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

JOB SUMMARYThe Technology Risk and Compliance Principal will manage a team of IT audit and control auditors, manage multiple client relationships, and work directly with practice leadership to develop and market new services offerings for the practice. This position is expected to provide insight and thought leadership for clients in Cybersecurity, IT risk management and IT controls. Oversee the day-to-day operations of multiple engagements; involved with internal control and IT issues that arise during the audit engagement Responsible for the supervision of staff and management of services to clients, which includes preparation of audit strategy and business plans, setting and monitoring budgets, scheduling audits, selecting staff, and assigning workloads, utilization and realization reporting; develop and motivate engagement staff and provide them with coaching and counseling Assist with overall project management for audit and consulting engagements; prepare project proposals for engagements and ensure that accounting and auditing services are delivered per client requirements and industry standards; prepare audit reports and work papers Manage engagement budget, staffing, and scheduling issues; oversee projects to establish internal controls for client organizations, as well as supervise research on complex accounting and auditing problems; and serve as a managing supervisor for senior and staff accountants Develop and lead oral and written presentations to management throughout the engagement and at the conclusion of the examination, discussing deficiencies and recommending corrective actions to improve operations and reduce costs Provide technical expertise relating to complex audit issues and questions from staff and clients Build client relationships; maintain a smooth working relationship with clients and solicit client input on satisfaction Participate in client development meetings, scoping meeting, and other practice development activities If a CPA, you will perform 1st partner review of attest engagements Supervisory responsibilities You will supervise IT Audit Senior Managers, Managers, Seniors, Staff and interns throughout engagements. You will review their work and provide feedback to the Senior Managers, Managers, Seniors and staff and to the IT Audit Principal and Managing Director. Work environment Work is conducted in a professional office environment with minimal distractions Physical demands Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift up to 15 pounds at a time Travel required Some travel is required. The TRC team meets twice a year at various offices in the country. Some client travel may be required. Required education and experience Bachelor's degree in accounting, information systems, or similar with an interest in information technology 8+ years of related internal audit and IT audit experience Team Management experience Practice Development Experience Must have one or more of the following certifications: Certified Public Accountant (CPA) Certified Information Systems Auditor (CISA): ISACA's globally recognized cornerstone certification for IS, audit, control, assurance, and security professionals who control, monitor, and assess an organization's information technology and business systems Certified Information Systems Security Professional (CISSP): An independent information security certification governed by the International Information Systems Security Certification Consortium, also known as ISC², which provides security training to information assets Certified Information Security Manager (CISM): ISACA's certification program for those who manage, design, oversee, or assess an enterprise's information security Preferred education and experience Master's degree in business, accounting, information systems, or similar with an interest information technology Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. For job postings in our New York locations, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity. This range considers many factors, including but not limited to a candidate's knowledge, job specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $190,000 to $275,000. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

JOB SUMMARYThe Senior Consultant in Risk Advisory Services offers internal audit, internal controls, compliance and risk management consulting. The position is responsible for performing and leading the necessary procedures involved in planning and executing consulting engagements for clients in accordance with respective standards. The position must be able to handle more complex assignments than staff, complete the process of managing all client-related tasks , and take a lead role in developing/reviewing the work of less experienced staff. The Senior role is the bridge between the staff, who are executing the client-service related tasks, and the management, who strategizes and oversees the successful completion of efficient engagement activity and the next level of service. The Senior serves as the liaison to management and develops a broader scope of the business into a supervisory role. Engagement Execution Performs complex procedures, including substantive testing, control testing, and analytical review, to evaluate the effectiveness and efficiency of business practices Reviews workpapers, documentation, and audit evidence prepared by consulting staff for accuracy and adherence to professional standards (IIA, ISACA, GAO, AICPA, etc.) Collaborates with partners, managers, and clients to develop comprehensive engagement work plans tailored to client needs and risks Identifies key areas for audit focus, potential risks, and necessary resources Internal Controls Assessment Evaluates internal control systems and processes to identify weaknesses or deficiencies that could impact the timeliness and reliability of management information derived from the systems and processes Provides valuable insights and recommendations to clients for improving operation and financial management processes and controls Client Communication Serves as main point of contact for clients, maintaining open and professional communication to address questions, concerns, and updates Builds client relationships and maintains smooth working relationship Team Supervision Supervises and mentors staff members, providing timely feedback, guidance, and training to support staff professional development Fosters a collaborative and productive team environment Engagement Leadership Leads and manages audit engagements from planning through completion while ensuring adherence to timelines, budgets, and professional standards Delegates tasks to consulting staff members and provides guidance throughout the engagement Technical Research Stays current with evolving accounting and other professional standards, regulations, and industry trends, and applies this knowledge to engagements Researches, resolves, and documents complex accounting and auditing issues as arise Reporting and Documentation Ensures accuracy and completeness of documentation, findings, and conclusions in accordance with firm and regulatory standards Develops draft reports for review by management Continuous Improvement Engages in continuous learning and development to enhance technical skills and knowledge Participates in post-engagement reviews to assess the effectiveness of engagement execution processes and identifies areas for improvement Contributes ideas to enhance the firm's methodologies and procedures Supervisory responsibilities Will supervise subordinate team members Will coordinate with relevant client personnel to manage engagement effectively and efficiently Work environment Work is conducted in a professional office environment with minimal distractions Physical demands Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift up to 15 pounds at a time Travel required Travel may be frequent and unpredictable, depending on client's needs Required education and experience Language requirement: Ukrainian Professional Fluency 3+ years of relevant experience Bachelor's degree in accounting, finance, technology, computer sciences or equivalent education or experience Knowledge of technology platforms (e.g. network, security, ERP) risks to provide client service Preferred education and experience CPA licensure or equivalent relevant certification or working toward licensure or equivalent certification Responsible for completing the minimum CPE credit requirement Internal audit, internal controls, compliance or risk management or other equivalent professional public, private or nonprofit sector services environment Experience in managing staff in an office or remote working environment Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. For job postings in the state of NY, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity in accordance with the New York State Pay Transparency Law. This range considers many factors, including but not limited to a candidate's knowledge, job specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $93,000 to $130,000. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

We are seeking a detail-oriented and service-driven Total Rewards Analyst to join our team. This role is ideal for a professional with 4-7 years of experience who thrives in a fast-paced environment and is passionate about delivering exceptional employee support across benefits and payroll functions. Key Responsibilities Administer employee benefit programs including medical, dental, vision, life, disability, FSA, 401(k), and leaves of absence (LOA). Serve as the primary point of contact for employee inquiries related to benefits and payroll, delivering white-glove service. Process semi-monthly and monthly multi-state payrolls for 150+ employees, ensuring accuracy and compliance. Maintain and update payroll and benefits data in Workday Partner with brokers and vendors to optimize benefit offerings, resolve escalations, and support annual renewals. Coordinate and present benefits during open enrollment, ensuring clear communication and accurate enrollment. Conduct benefits audits, including 5500 filings, invoice reconciliations, and quarterly reviews to ensure compliance and accuracy. Prepare and manage employment verifications, payroll reports, and tax reconciliations. Ensure compliance with federal, state, and local payroll and benefits regulations. Assist with internal and external audits related to payroll and benefits. Maintain accurate and confidential employee records and documentation. Recommend and implement process improvements and system enhancements for payroll and benefits administration. Run-ad-hoc and month-end reports for HR, Finance, and leadership teams. Support special projects and cross-functional HR initiatives as needed. Required Skills and Qualifications 4-7 years of combined experience in benefits and payroll administration. Strong knowledge of Workday and/or ADP systems preferred. Proficiency in Microsoft Excel (e.g., VLOOKUP, Pivot Tables). CEBS certification is a plus. Bachelor's degree in HR, Accounting, or related field preferred. The base salary range for this position is: $110,000 - $130,000 Base pay offered may vary depending on job-related knowledge, skills, and experience. The total compensation package includes medical, dental, vision, financial, and other benefits as well as the potential for an annual bonus consideration.

JOB SUMMARYAs an Administrative Assistant II, you will provide essential administrative support to facilitate the smooth operation of the organization. You will perform a variety of tasks, including managing correspondence, scheduling appointments, organizing meetings, and handling administrative requests. Your strong organizational skills, attention to detail, and ability to multitask will contribute to the efficiency and effectiveness of the team and the overall success of the organization. Administrative Support: Manage and prioritize incoming communications, including emails, phone calls, and mail Draft and edit correspondence, memos, reports, and other documents Maintain accurate records and databases, ensuring data integrity and confidentiality Coordinate travel arrangements, including booking flights, accommodations, and transportation Assist with expense tracking and reimbursement processes Calendar Management and Scheduling: Maintain and update calendars, scheduling and coordinating appointments, meetings, and conferences Send meeting invitations, prepare meeting agendas, and ensure timely distribution of relevant material Coordinate and schedule conference calls, video conferences, and other virtual meetings Meeting and Event Coordination: Arrange logistics for meetings, conferences, and events, including venue selection, catering, and audiovisual setup Prepare and distribute meeting minutes and follow-up action items Track and manage RSVPs, ensuring appropriate attendance and participation Office Support: Serve as a point of contact for internal staff and external stakeholders, providing exceptional customer service Coordinate office supplies and equipment, ensuring availability and functionality Support special projects and initiatives as assigned Occasional reception area coverage Production Responsibilities Assembling tax returns Formatting financial statements and proposals Supervisory responsibilities None Work environment Work is conducted in a professional office environment with minimal distractions Physical demands Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift up to 25 pounds at a time Travel required No Required education and experience High School Diploma (or GED or High School Equivalence Certificate) 1 - 2 years of relevant experience Proficient in using office software and tools, including MS Office Suite (Word, Excel, Outlook, PowerPoint) Preferred education and experience Software: Engagement, CCH Prosystem FH, Axcess Tax, Axcess Document, Axcess Workstream, Maconomy, Safesend Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. For job postings in our Hudson location, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity in accordance with the New York Human Rights Law. This range considers many factors, including but not limited to a candidate's knowledge, job specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $41,600 to $65,000. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

A leading professional services firm in Melville, NY, is seeking a Tax Manager to oversee client relationships and financial review processes. The ideal candidate will have expertise in state and local tax matters (SALT) and at least 5 years of relevant experience, preferably in public accounting. Competitive compensation and benefits, including health insurance and PTO, are offered. This role presents an opportunity to thrive in a collaborative environment while impacting diverse clients across various industries. #J-18808-Ljbffr

Empowering Financial Futures. For more than 65 years, Glenmede's independent ownership, innovation and unwavering commitment to our clients have made us a trusted partner for private wealth, endowment & foundation, and investment management clients. Our people are invaluable. Through a team-oriented environment, your knowledge, expertise and varied backgrounds contribute to thoughtful innovation. Our culture fosters opportunities for continuous career growth and development in all areas of the organization. Working at Glenmede, you will experience the infrastructure and resources of a large firm combined with the client and employee focus of an independently owned boutique. Private Wealth: Empowering the confident pursuit of purpose, passions and legacy through integrated wealth management. To us, wealth is not static or one-dimensional. The complexities of wealth management require an integrated approach to anticipating, understanding and addressing unique client circumstances. Our team of experts partners with every client to personalize solutions that lead to exceptional outcomes. Our success is determined by the success of our clients. This position will operate in a hybrid work environment, 3 days per week in the office (New York, NY). OVERVIEW: The Relationship Manager, Wealth Advisory position is responsible for managing current and new client relationships through overall excellence in client experience, integrated goals-based wealth management and advice, and effective trust administration. This position may work with other officers on large, complex family relationships and also support specialized fiduciary, compliance and illiquid asset functions for the business unit. RESPONSIBILITIES: Relationship Management. Manage designated client relationships to provide thoughtfully innovative, integrated, and appropriate wealth management advice and solutions. Lead client meetings, oversee timely production of meeting materials, and coordinate post-meeting follow-up. Contribute to overall client satisfaction through timely delivery of services and regular and effective communication with clients and partners. Develop excellent relationships with all Glenmede colleagues and client advisors. Fiduciary Services. Serve as a fiduciary specialist for clients and the office. Administer client fiduciary relationships ensuring that fiduciary standards and practices are observed. Respond to discretionary requests and prepare summaries and recommendations for discretionary actions. Administer special assets, including real estate and life insurance. Participate in financial administration and provide guidance and issue resolution for complex client relationships. Wealth Advice. By drawing on personal skills and experiences, Glenmede resources and outside advisers, function as a comprehensive Wealth Advisor that can address all areas of wealth management including income, gift and estate taxes, financial and wealth transfer planning, creditor protection, and insurance. Prepare Wealth Advisory meeting materials in collaboration with Wealth Planning and Portfolio Management team members, including summary of client wealth objectives, relationship summaries, wealth plans, and trust synopses. Discuss and deliver ideas and recommendations, explaining to clients the benefits and limitations of various strategies. Account Administration. Provide daily administration of trust and investment accounts in consultation with Fiduciary Counsel, Tax, Portfolio Management, beneficiaries, outside trustees, attorneys, and CPAs. Prepare annual trust reviews and prepare and maintain Client Wealth Objectives. Team Development. Collaborate with professionals from across the firm to enhance best-practices. Supervise administrative staff and associates and monitor and review staff performance. Provide career guidance and identify training needs. Business Development and Growth. Participate in new business development and presentations for prospective clients. Develop referrals; expand existing relationships; cultivate new business from clients, intermediaries, and your personal network consistent with annual business plans. Firm Building. Contribute to the functioning of the Wealth Advisory practice within your office/team and across the firm, including in the areas of fiduciary oversight, compliance, and best practice management. Participate in firm-wide committees and initiatives. Perform other duties as required by position. REQUIRED QUALIFICATIONS: Bachelor's degree required. 7+ years of experience in financial services, preferably in a fiduciary environment or in a wealth management, law or accounting firm. PREFERRED QUALIFICATIONS: Advanced degree such as MBA or JD preferred. Professional designations such as CPA, CTFA or CFP are a plus. Solid knowledge of trust management, financial planning, philanthropic planning, and fiduciary law, with a preference for depth in one of those areas. Ability to communicate effectively with clients, colleagues, and external advisors. Detail-oriented, particularly with financial calculations and administrative requirements. Command of Microsoft Office and ability to adapt to investment and wealth management-oriented IT applications (e.g. Salesforce, Global Plus, eMoney). Headquartered in Philadelphia, PA, Glenmede has 9 office locations in the US. For further information, please visit ************************ Our Benefits Overview: -Competitive health and welfare benefits, including company HSA contributions -Numerous voluntary benefit choices available -Superior 401k match -Tuition reimbursement -Company subsidized commuter benefits -Generous paid time off, including parental leave -Plus more! Salary Range: $115,000 - $215,000 Actual compensation packages are based on several factors unique to each candidate, including but not limited to job-related knowledge and skills, experience, education/training, business needs, market demands, and geographical location. Base salary is only part of the total compensation package. Glenmede is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: Glenmede is committed to the principle of equal employment opportunity for all employees and applicants and to providing employees with a work environment free of discrimination, retaliation, and harassment. All employment decisions, including hiring decisions, at Glenmede are based on business needs, job requirements and individual qualifications in full compliance with all local, state and federal laws prohibiting discrimination on the basis of any status protected by the laws or regulations in the locations where we operate. Glenmede will not tolerate discrimination or harassment based on any of these characteristics. **************************************************** ** We are not seeking agency assistance with this role. No agencies, third parties, or phone calls, please. Glenmede is not accepting unsolicited resumes from search firms. All resumes submitted by search firms to any employee at Glenmede via-email, the Internet, or directly without a valid written search agreement will be deemed the sole property of Glenmede, and no fee will be paid in the event the candidate is hired by Glenmede. #LI-Hybrid

JOB SUMMARYAs an Audit Senior Accountant, you will be responsible for performing and leading the necessary procedures involved in planning and executing attestation engagements for clients in accordance with the applicable accounting standards. The Audit Senior Accountant leads client engagements, maintains client relationships, and acts as a liaison between overseeing the work of internal staff and working closely with internal leaders, to ensure high-quality work is conducted and delivered to our clients. Audit Execution Perform complex audit procedures, including substantive testing, control testing, and analytical review, to evaluate the accuracy and completeness of financial statements Review workpapers, documentation, and audit evidence prepared by audit staff for accuracy and adherence to standards Collaborate with partners, managers, and clients to develop comprehensive audit plans tailored to client needs and risks Identify key areas for audit focus, potential risks, and necessary resources Financial Statement Analysis Analyze financial statements, disclosures, and supporting documentation to identify potential issues or discrepancies Assess the application of accounting principles and standards, and provide recommendations for improvements Internal Controls Assessment Evaluate internal control systems and processes to identify weaknesses or deficiencies that could impact the accuracy of financial reporting Provide valuable insights and recommendations to clients for improving financial processes and controls Client Communication Serve as a main point of contact for clients, maintaining open and professional communication to address questions, concerns, and updates Builds client relationships and maintains smooth working relationship Team Supervision Supervise and mentor audit staff members, providing timely feedback, guidance, and training to support their professional development Foster a collaborative and productive team environment Engagement Leadership Lead and manage audit engagements from planning through completion, ensuring adherence to timelines, budgets, and professional standards Delegate tasks to audit staff members and provide guidance throughout the engagement Technical Research Stay current with evolving accounting standards, regulations, and industry trends, and apply this knowledge to engagements Research, resolve, and document complex accounting and auditing issues as they arise Reporting and Documentation Ensure the accuracy and completeness of audit documentation, findings, and conclusions in accordance with firm and regulatory standards Review and finalize audit reports for distribution to clients Continuous Improvement Engage in continuous learning and development to enhance your technical skills and knowledge Participate in post-engagement reviews to assess the effectiveness of audit processes and identify areas for improvement Contribute ideas to enhance the firm's methodologies and procedures Supervisory responsibilities May supervise subordinate team members Work environment Work is conducted in a professional office environment with minimal distractions Physical demands Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift to 15 pounds at a time Travel required Travel may be frequent and unpredictable, depending on client's needs Required education and experience Bachelor's degree in accounting, finance, or a related field 3 - 6 years of relevant audit experience within a CPA firm Korean proficiency required Preferred education and experience Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting Actively working towards achieving CPA licensure or relevant certification, if not already attained Responsible for completing the minimum CPE credit requirement Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

JOB SUMMARYAs a Senior Manager within the Valuation team, you will be a key member of our current and future growth, responsible for leading and overseeing complex valuation engagements for our clients and mentoring staff. Leveraging your expertise in financial analysis, market research, and valuation methodologies, you will guide a team of professionals in delivering high-quality valuation services. This role offers a unique opportunity to lead and shape the strategic direction of our valuation practice while providing important insights to our clients. Appropriately manage risk and ensure quality control procedures are being executed Conduct comprehensive financial analysis, including financial modeling, discounted cash flow (DCF) analysis, and comparative market analysis Identify and pursue new business opportunities by networking with potential clients, preparing proposals, and participating in business development activities to expand the firm's valuation services Demonstrate technical knowledge effectively through written and verbal communication Provide strategic insights to clients by evaluating financial risks and opportunities associated with their assets, businesses, or investments Manage valuation consulting engagements, serving as the primary point of contact for clients and ensuring successful project delivery Mentor and train new staff in areas of expertise and responsibility Oversee the financial aspects of valuation engagements, including budgeting, billing, and collections, to ensure profitability and efficiency Recognize needs and issues pertinent to client activity and demonstrates ownership of engagement's day-to-day tasks and activities Demonstrate knowledge of all technical aspects of the job, including related knowledge of necessary systems and procedures Oversee the development and execution of complex valuation models, including discounted cash flow (DCF), market comparables, and scenario analysis Ensure the accuracy and compliance of valuation reports, presentations, and documentation with industry standards and regulatory requirements Proficient in use of all technology necessary to performance execution, including advanced Excel modeling and common finance-related software Supervisory responsibilities Will supervise subordinate team members Work environment Work is conducted in a professional office environment with minimal distractions Physical demands Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift to 15 pounds at a time Travel required Some travel may be required to client sites during engagements Required education and experience Bachelor's degree in accounting, finance, economics, or a related field 6 - 8 years in relevant position Certified Valuation Analyst, Chartered Financial Analyst, Accredited Senior Appraiser, Financial Modeling & Valuation Analyst, and/or Certified Public Accountant with Accredited in Business Valuation designation Preferred education and experience Master's degree in accounting, finance, economics, or a related field Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities, and activities may change at any time with or without notice. For job postings in the state of NY, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity in accordance with the New York State Pay Transparency Law. This range considers many factors, including but not limited to a candidate's knowledge, job specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $140,000 to $215,000. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

JOB SUMMARYThe Senior Analyst will play a key role in working with senior leaders to grow the Valuation team and deliver superior client service. Senior Analysts work on a variety of assignments, including business interest valuations, purchase price allocations, impairment testing, intellectual property valuations, complex financial instruments, stock options, and dispute consulting. Analyze complex financial analyses and instruments, understanding an applying accepted procedures and methods of valuation Conduct in-depth research on industry trends, market conditions, and economic factors to inform valuation assumptions and methodologies Prepare detailed valuation reports and presentations. Assist management in planning and managing engagement activity and follow through to achieve results Demonstrate technical knowledge effectively through written and verbal communication Mentor and train new staff in areas of expertise and responsibility Collect and organize relevant financial and operational data to support valuation models and assessments Coordinate various phases of engagement with management Respond timely and accurately to internal team and client requests Recognize complex technical issues, evaluate facts efficiently, and use strategic decision-making skills to assist management in solving problems Ensure the accuracy and compliance of valuation reports, presentations, and documentation with industry standards and regulatory requirements Proficient in use of all technology necessary to performance execution, including advanced Excel modeling and common finance-related software Supervisory responsibilities None Work environment Work is conducted in a professional office environment with minimal distractions Physical demands Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift to 15 pounds at a time Travel required Some travel may be required to client sites during engagements Required education and experience Bachelor's degree in accounting, finance, economics, or a related field 2 plus years years of relevant valuation experience is required Experience at regional or national valuation practices is preferred. Well-rounded valuation expertise including experience with transaction-related valuations, financial reporting valuations (i.e., purchase price allocations, impairment testing, equity-based compensation, complex securities), ESOPs, and estate & gift planning valuations is a plus. Minimum 2 years of constructing and reviewing valuation models and other financial models including: DCF, comparable company, stock option, and intangible asset models Strong analytical and problem-solving skills Knowledge of software packages including MS Word, Excel, PowerPoint, Capital IQ and Bloomberg Excellent written and verbal communication skills Experience working with diverse teams Preferred education and experience None required at hire; must be willing and able to pursue Certified Valuation Analyst, Chartered Financial Analyst, Accredited Senior Appraiser, Certified Financial Modeling & Valuation Analyst, and/or Certified Public Accountant with Accredited in Business Valuation designation shortly after hire Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. For job postings in our New York City location, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity in accordance with the New York City Human Rights Law. This range considers many factors, including but not limited to a candidate's knowledge, job specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $93,000 to $130,000. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

JOB SUMMARYThe Principal is a leader in our firm who has mastered the skills and requirements of the manager role and has demonstrated a capacity to take on greater responsibilities. The Principal may either be a subject matter expert, client service expert, or both. The Principal assists partner in assuming overall responsibilities in a variety of areas, including: engagement management & client service, practice development, discipline & industry expertise, external activities & networking, leadership, and people development.JOB DESCRIPTION Strategy Align with and be a driving force of the business plan of VAS Have a long-term vision and self-motivation to be a steward of growth and change Marketing and Business Development Proactively and effectively contribute to the marketing and business development efforts of VAS Have a proven track record of past activities that produced financial results Account Management and Operational Excellence Exemplify industry best practices in client service, relationship management, and day-to-day quality and risk management of running VAS Being technically strong in business valuation is a must Leadership and Teamwork Reflect the highest professionalism and business acumen in all interactions with clients and team members Be a respected leader and team player, mentoring and guiding the team to meet and exceed their objectives Have prior experience successfully leading and being a team player of a group of business valuation professionals Financial Plans Meet and exceed financial targets set forth for the principal individually and for VAS Prior track record of generating and managing $1.5+ million in annual revenue For job postings in the state of NY, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity in accordance with the New York State Pay Transparency Law. This range considers many factors, including but not limited to a candidate's knowledge, job specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $190,000 to $275,000. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.