KSM jobs in New York, NY - 20 jobs

We're KSM, one of the top 50 largest independent advisory, tax, and audit firms in the United States. But more than our size, it's our people and culture that set us apart. We believe great things happen when people are supported, challenged, and given the freedom to do their very best work. That's why we've built a workplace where your career and personal life can thrive together - where you have the flexibility to manage your time, the resources to grow, and a team that genuinely cares about your success. We've been employee-owned since 2001, giving every team member a stake in our collective success. This ownership mentality fosters a culture of collaboration, curiosity, and excellence - where new ideas are welcomed, different perspectives are valued, and you're encouraged to explore what excites you most. Whether you're expanding your skills, tackling new challenges, or making an impact beyond the office, we provide the resources and support to help you grow in the direction that's right for you. At KSM, your contributions matter - not just to the firm, but to your colleagues, clients, and the communities we serve across the U.S. If you're looking for a place where you can do meaningful work, build lasting relationships, and grow in ways that align with what's most important to you, we'd love to meet you. Responsibilities: Performs diversified accounting and tax assignments under the direction of supervisors, managers or partners. Demonstrates competency in technical skills, work quality and application of professional and firm standards. Meets time constraints and client deadlines. Participates in planning and scheduling client engagements. Assists staff, where applicable, in work to be performed. Prepares and indexes work papers; performs various procedures to verify client information. Prepares complicated tax returns. Suggests client tax planning ideas to managers, directors or partners. Thinks analytically and understands the "big picture" of each engagement. Requirements/Qualifications: CPA certification or working towards obtaining Minimum of 3 years of related experience in public accounting Bachelors or Master's degree in accounting Strong attention to detail and accuracy Exceptional organizational skills Strong written and verbal communication skills Client (internal and external) service oriented Creative and persistent problem solver Ability to handle sensitive situations and confidential information Flexible and adaptable Ability to coordinate and maintain follow-up on a number of projects simultaneously Ability to prioritize changing workloads Ability to work independently, exercise good judgment and be resourceful We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, color, sex, sexual orientation, gender identity, disability, genetic information, national origin, race, religion, veteran status, or any other protected category. KSM only accepts resumes directly submitted by a candidate and referrals submitted by current KSM employees. Unsolicited resumes or candidate profiles sent by staffing agencies and fee-based referral services will not be considered outside of a signed KSM vendor contract. KSM will not pay a fee to recruiters or agencies that do not have a signed KSM vendor contract.

This year we were rated top 100 firms to work for by Inside Public Accounting and Accounting Today. We are always looking for new team members who bring a fresh perspective, technical expertise, and a passion for solving problems. At Citrin Cooperman, we offer you the flexibility to take your career to the next level and still allow you to focus on what matters to you ! Position Description We are looking for a highly effective NetSuite Support Specialist to join our NetSuite team remotely full-time. This person will utilize best practices and methodologies to respond to and resolve support requests from clients and as needed, identify and route consulting/development requests to the appropriate team members. This candidate must have very strong written and oral communication skills, be highly organized, be capable of multitasking and managing projects, and have prior help-desk experience. This candidate will need to have balanced knowledge and abilities from both a functional and technical skill set as well as be comfortable training users. Essential Duties & Responsibilities Respond to support requests within the contracted response time Track and manage open cases to resolution within ticketing system Troubleshoot issues in NetSuite and related products Experience interacting with NetSuite Support Gather client requirements and document functional specifications Perform system testing and client end user training Create / troubleshoot financial statements using NetSuite Troubleshoot and support NetSuite applications and add-ons Complete project tasks as assigned, on time and budget Strong financial / accounting background Understand inventory, distribution & manufacturing concepts Qualifications 2-4+ years working with NetSuite in a support or consulting capacity At least one (1) year working in a help-desk role SuiteFoundation Certification required NetSuite Administrator Certification required NetSuite ERP Consultant Certification preferred Demonstrated understanding and experience with basic ERP system modules including core financials, distribution and OneWorld. Manufacturing experience preferred. Thorough understanding of business processes including: Order to Cash; Procure to Pay; Fixed Assets; Record to Report SuiteBilling; Revenue Management/ARM Experience with NetSuite SuiteFlow & Advanced Approvals preferred Experience supporting NetSuite integrated applications (Banking/ACH, Avalara, Concur, BILL, RF Smart, etc.) Ability to review, understand, analyze middleware integration logs (i.e. Celigo, Boomi, etc.) Ability to define, create and complete project deliverables with minimal guidance Ability to independently manage individual time and tasks Ability to quickly adapt to new requirements and changing situations Ability to create and complete documentation Exhibits professionalism at all times Excellent written and verbal communication Education Bachelor's degree in computer science, engineering, MIS, Accounting or equivalent preferred NetSuite certifications listed in qualifications About Citrin Cooperman: Citrin Cooperman is one of the nation's largest professional services firms. Since 1979, the firm has steadily built their business by helping companies and high net worth individuals find practical, actionable solutions to help them meet their short-term needs and long-term objectives. Citrin Cooperman clients span an array of industry and business sectors and leverage a complete menu of service offerings. Citrin Cooperman & Company, LLP, a licensed independent CPA firm that provides attest services and Citrin Cooperman Advisors LLC, which provides business advisory and non-attest services, operate as an alternative practice structure in accordance with the AICPA's Code of Professional Conduct and applicable law, regulations, and professional standards. The entities include more than 450 partners and 2,500 total professionals. Learn more about Citrin Cooperman here: *********************** CC Disclaimer: "Citrin Cooperman" is the brand under which Citrin Cooperman & Company, LLP, a licensed independent CPA firm, and Citrin Cooperman Advisors LLC serve clients' business needs. The two firms operate as separate legal entities in an alternative practice structure. The entities of Citrin Cooperman & Company, LLP and Citrin Cooperman Advisors LLC are independent member firms of the Moore North America, Inc. (MNA) Association, which is itself a regional member of Moore Global Network Limited (MGNL). All the firms associated with MNA are independently owned and managed entities. Their membership in, or association with, MNA should not be construed as constituting or implying any partnership between them.

Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We're continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you! We are looking for a Facilities Manager to join our Administration Department. As a Manager, you will be responsible for: Responsibilities: Maintenance & Repairs - Coordinate maintenance, ensure building systems function properly (HVAC, lighting), manage work orders in Prism, and schedule inspections. Health & Safety - Ensure compliance with safety regulations, coordinate firm-implemented emergency planning, and conduct inspections. Office Operations - Assist with equipment/furniture purchases, liquidations, and office moves, maintain relationships with property management, and supervise facility operations. Budget & Vendor Management - Monitor budgets, negotiate contracts, and track expenses. Project management - Act as a point of contact for security upgrades, renovations, and integration projects, as well as collaborate with architects and contractors to deliver on time and within the budget. Qualifications Qualifications: Bachelor's degree preferred. Proven experience in facilities management. Possess strong knowledge of building systems and facility software. Possess excellent leadership and organizational skills. Can manage multiple projects under pressure. Possess strong communication and interpersonal skills. Can travel as needed (approximately 30% travel time to other locations).

Are you curious about what a career at a top 20 accounting firm looks like? Join us for Citrin Cooperman's Future Leaders Program , a one-day immersive program designed specifically for current college students who are pursuing the accounting profession. This experience will give you a firsthand look at the dynamic world of public accounting, introduce you to professionals across our Audit, Tax & Advisory practices, and help you explore the many career paths available within our firm. At Citrin Cooperman, we are committed to helping you focus on what matters to you, and the Future Leaders Program gives you the opportunity to immerse yourself in who we are, what we do, and why we love doing it! Hosted across several of Citrin Cooperman's offices in June 2026, the Future Leaders Program is geared towards students who are current freshman or sophomores in college who are working towards an Accounting Degree or a related business program. During our day-long program, you will get the chance to: Learn everything about our firm history and company culture here at Citrin Cooperman Learn about the industries we work within and the types of clients we service Get a firsthand glimpse into the work life of our Associates across various departments Network with professionals of all levels and your peers from other college campuses Explore ways to build a purposeful and successful career through our exclusive internships and full-time opportunities Qualifications Currently enrolled as an undergraduate student at an accredited college or university Pursuing a degree in Accounting or another related business degree Strong interest in exploring a career in public accounting Excellent communication and interpersonal skills Eager to learn, ask questions, and engage with professionals Able to commit to attending the full one-day program US work authorization

Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We're continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are at the ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you! We are looking for a Transaction Advisory Senior to join our Advisory Department. As a Senior you will be responsible for: Conduct buy-side and sell-side financial due diligence on behalf of private equity clients and corporate acquirers/sellers Prepare Excel data packs and write sections of due diligence reports Conduct on-site and/or phone interviews with C-level personnel at acquisition targets Analyze historical financial and operating results of target companies Prepare financial models related to mergers, acquisitions, or other related transactions Perform industry research as needed on engagements Assist with the coordination of the day-to-day duties of planning, fieldwork and wrap-up Mentor, train and supervise lower-level staff Apply TAS Best Practices to ensure consistent quality of service and work product Actively participate in the development of the group's Best Practices Identify and pursue business development opportunities through industry and networking relationships Qualifications Bachelor's degree in Accounting, Business Administration, Economics, Finance or equivalent CPA or in progress Minimum of 3+ years of audit and/or financial due diligence experience, preferably dealing with lower middle market companies ( Solid knowledge of US GAAP Highly proficient in Microsoft Word, Excel, and PowerPoint Excellent verbal and written communication skills Strong critical thinking skills Demonstrated teamwork Ability to work independently, but also work well with others Ability to effectively prioritize Dedication to the firm's Core Values Intellectual curiosity with the desire to continue to develop professionally

Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We're continuously seeking talented individuals who bring a problem-solving mindset, fresh perspectives, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you! We are hiring an Associate, M&A Integration to join our Integration team within the Corporate Development department. This position is based at our NYC headquarters. Responsibilities are, but not limited to: Analyze the finances of personnel changes for target M&A transactions. Analyze the impact of benefit changes from selling company to acquiring company, as well as provide recommendations to the Corporate Development team and HR. Maintain accurate and organized records to be communicated and distributed to the relevant functions throughout the M&A lifestyle. Work cross functionally during preliminary diligence, confirmatory diligence, and integration of each transaction. Produce full scope budgeting on strategic laterals, small scope acquisitions, and acqui-hires. Qualifications Bachelor's degree in Accounting, Business Administration, or related field 2-3 years of experience in middle markets, servicing in an accounting firm Possess strong organizational, communication, and collaboration skills Have experience working with financial statements and performing data analysis Possess high attention to detail and confidentiality Willing and able to work in-person at the NYC office 4+ days per week (required) Professional experience and EBP (employee benefit plan) attest (preferred) Experience in transaction advisory services and/or valuation advisory services (preferred)

Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We're continuously seeking talented individuals who bring a problem-solving mindset, fresh perspectives, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you! We are seeking an Administrative Assistant to join our Administrative Support team. They're responsible for assisting in all aspects of office conditions, ensuring workflow, fostering the CC culture, and providing operational support for the Office Manager (OM) and Regional Office Director (OD). Responsibilities: Manage reception area operations. Assist the OM with arranging client or in-house meetings for Partners and staff, managing hoteling spaces, communicating event details, ordering meals, coordinating office events, and setting up/breaking down conference rooms. Assist with new client onboarding procedures. Assist in client data updates by assisting with and maintaining Dynamics and STAR Practice Management databases. Handle incoming mail by opening, scanning, and distributing it, as well as prepare outgoing mail with familiarity of various delivery methods including but not limited to US mail, international mail, UPS, FedEx, and certified mail. Assist in the preparation, delivery, and filing of engagement letters. Monitor and manage pooled administration mailboxes. Maintain clean and welcoming general office conditions for guests and team members. Communicate common office inventory usage and replenishment needs to the OM. Assist with ad-hoc projects (as needed). Qualifications Have 1-3 years of administrative experience (professional services environment preferred). Be tech-savvy with proficiency in Microsoft Office and expertise in Excel functions including but not limited to tables, formulas, and formatting. Possess strong organizational skills, including but not limited to verbal and written communication skills. Be a team player with the ability to multi-task and pay strong attention to detail. Have the capacity to work overtime (as needed). In-office requirement based on specific office location.

About Grassi After more than 40 years of business growth and industry change, Grassi has redefined what it means to be an advisor and accountant to today's businesses and individuals. Nationally ranked as one of the largest and fastest-growing accounting firms in the nation, Grassi is a leading provider of advisory, tax, and accounting services across key sectors including construction, architecture and engineering, not-for-profit, healthcare, manufacturing and distribution, financial services, real estate, and more. Several publications have ranked us among the top accounting firms to work for, highlighting our strength in work-life balance, culture, and wellness categories. With over 550 employees and nine offices spanning the New York Metropolitan Area, Long Island, the Northeast, Florida, New England, and an international presence in Italy, we are strategically positioned to serve clients locally and globally. In 2023, Grassi became an employee-owned company by implementing an ESOP, establishing our independence and empowering our people to drive the firm's future success. The ESOP ensures that equity partners and all Grassi U.S. employees have the exclusive opportunity to own the firm's stock, making them integral to the company's future. Job Summary We are currently seeking an Associate Legal Counsel to join our team in our Jericho, NY office . Responsibilities include, but are not limited to: Draft, review and negotiate a variety of agreements, including, service provider contracts, engagement letters, leases, non-disclosure agreements, employment agreements, separation agreements, and restrictive covenants. Support consistent M&A activity in all phases of the transaction lifecycle. Lead updates and roll-outs of standardized agreement templates and legal processes. Conduct investigations and handle sensitive and confidential information with the appropriate discretion. Review pleadings and other litigation documents, conduct legal research, conduct and manage written discovery and document production, prepare files for hearings/trials/arbitration, respond to subpoenas and support collection activity. Liaise with outside counsel when appropriate to handle various legal functions. Counsel HR on employment related issues and manage entity level employment documents. Assist in development, roll-out and management of compliance programs. Support continual review of policies, procedures, guidelines and training. Assume additional responsibilities and perform special projects as needed or directed. Qualifications Juris Doctorate from an accredited law school and excellent academic background. 2+ years of relevant experience with private law firm or in-house corporate legal department (or a combination thereof) Licensed to practice law in NY. Possess excellent writing, analytical, negotiation and interpersonal skills. Experience drafting and negotiating agreements for clients is preferred. Strong organizational skills, able to prioritize conflicting demands in a fast-paced environment. Ability to take independent and decisive action. A team player with positive attitude; and a professional individual with high level of ethics and good legal and business judgment. Experience with the practice of accounting is preferred but not required. Why Grassi? Our firm is consistently ranked by Vault.com and the Best Places to Work group for our commitment to compensation, paid time off, work-life balance, culture and more. Some of the ways we accomplish this include: Flexibility: Our work-life balance initiatives include generous paid time off, flexible “Dress for Your Day” dress code, telecommuting options, flex-time policies, and summer hours, enhanced by our Floating Summer Friday's program, which allows team members three extra Fridays off during the summer months in addition to their PTO. Company Culture: Here at Grassi we are dedicated to creating an environment for our team members that is positive, productive, and aligns with our company's high standards of inclusivity, diversity, and equity. We work closely with our DEI Council and Grassi Women's Council to organize events throughout the year to bring the firm together for open dialogue and awareness of global diversity issues. Through our charitable initiative, Grassi Gives Back , we proudly support organizations such as Ronald McDonald House, Toys for Tots, Autism Speaks, Long Island Cares, and many of our nonprofit clients. Benefits Package: Competitive base compensation with eligibility for a raise and bonus each June or December based on performance metrics and level. Medical, Dental, and Vision Insurance, employer contribution to life insurance, 401(k) plan, ESOP, and client and employee referral bonus program. ESOP Owned: The ESOP ensures that equity partners and all Grassi U.S. employees have the exclusive opportunity to own the firm's stock, making them integral to the company's future. Unlike many other ESOPs, Grassi's is privately funded, with no outside investors or private equity firms involved in the plan. CPA Incentive: Financial assistance toward the achievement of the CPA certification which includes the cost of the CPA study materials, CPA exam registration and sitting fees for all 4 parts (up to 2 x per part), plus the CPA application and licensing fees. Paid study time during work hours, additional paid time off to take your scheduled exam and a bonus paid upon passing the CPA exam. Learning and Development: We offer Continuing Professional Education (CPE) and Continuing Legal Education (CLE) opportunities, including both technical and soft skills training. These opportunities are available through internal courses and external programs led by well-known industry instructors, all at no cost to our employees. Wellness Resources: Discounted gym memberships and various wellness initiatives and programs such as the CALM app that helps our team members lower stress, decrease anxiety, improve focus, and get more restful sleep. Compensation for this role is determined based on a combination of factors, including but not limited to your relevant experience, skills, certifications, and geographic location. We strive to offer competitive, equitable pay, that reflects the value each team member brings to the organization. In addition to base salary, we offer a comprehensive benefits package that includes performance-based incentives, wellness and retirement programs, and opportunities for continuous professional development. Salary ranges are provided to offer transparency and may vary depending on final candidate qualifications and local market conditions. Please find compensation information below for candidates residing in New York. New York ranges are from $90K-$100K

About Grassi After more than 40 years of business growth and industry change, Grassi has redefined what it means to be an advisor and accountant to today's businesses and individuals. Nationally ranked as one of the largest and fastest-growing accounting firms in the nation, Grassi is a leading provider of advisory, tax, and accounting services across key sectors including construction, architecture and engineering, not-for-profit, healthcare, manufacturing and distribution, financial services, real estate, and more. Several publications have ranked us among the top accounting firms to work for, highlighting our strength in work-life balance, culture, and wellness categories. With over 550 employees and nine offices spanning the New York Metropolitan Area, Long Island, the Northeast, Florida, New England, and an international presence in Italy, we are strategically positioned to serve clients locally and globally. In 2023, Grassi became an employee-owned company by implementing an ESOP, establishing our independence and empowering our people to drive the firm's future success. The ESOP ensures that equity partners and all Grassi U.S. employees have the exclusive opportunity to own the firm's stock, making them integral to the company's future. Job Summary We are currently seeking a Marketing Specialist focused on events to join our team in either our New York City, NY or Jericho, NY office location. This role offers an exciting opportunity to be part of a dynamic and growing firm. The Marketing Events Specialist is responsible for planning, executing and managing the firm's in-person events, webinars, sponsorships and trade shows. This role collaborates closely with firm leadership, vendors, and the marketing team to deliver events that elevate the firm's brand, client engagement and business objectives. The ideal candidate is proactive, detail-oriented, and comfortable managing multiple events simultaneously, while ensuring exceptional event experience and clear event ROI. Responsibilities include, but are not limited to: Planning, coordinating and executing firm-hosted events, including venue research, logistics, vendor management, run-of-show, and onsite coordination Managing all event communications, including invitations, registration pages, reminders, and confirmations using the firm's marketing and CRM tools Managing event budgets, including vendor quotes, expense tracking, and reconciliation Collaborating internally with firm leaders, event participants and the marketing team to develop event objectives, messaging, materials and desired outcomes/results Coordinating event materials such as presentations, promotional items, signage, and handouts, ensuring all elements align with brand standards Planning execute and facilitate engaging webinars for clients and prospects, including working with internal teams to develop content aligned with the firm's brand and positioning, and ensuring smooth technical execution Managing the firm's participation in industry sponsorships and trade shows, ensuring all deliverables, deadlines and branding requirements are met Managing post-event follow-up, including thank-you emails, attendee and participant feedback; track and report on event ROI, analyzing event performance and leveraging insights to inform future event strategy Ensuring all event-related contacts, attendee lists, and follow-up activities are accurately captured in HubSpot to support growth, nurturing workflows, and reporting Maintaining and continuously improving event checklists, timelines, and SOPs to increase consistency and efficiency Regularly evaluating competitor and industry events to identify opportunities and provide recommendations; staying current with industry event trends, best practices, and technologies; recommending new formats to increase reach, engagement and impact Qualifications Bachelor's degree in Marketing, Communications, or related field 2-3+ years of experience in event planning within a professional services or corporate environment (experience in accounting, legal, consulting is strongly preferred) Strong project management skills with the ability to execute multiple events simultaneously and meet deadlines Experience with webinar platforms and virtual event coordination (On24 experience a plus) Excellent communication and collaboration skills Strong attention to detail, with a focus on delivering high-quality events and experiences Ability to work independently and adapt in a fast-paced environment Experience with HubSpot and WordPress Why Grassi? Our firm is consistently ranked by Vault.com and the Best Places to Work group for our commitment to compensation, paid time off, work-life balance, culture and more. Some of the ways we accomplish this include: Flexibility: Our work-life balance initiatives include generous paid time off, flexible “Dress for Your Day” dress code, telecommuting options, flex-time policies, and summer hours, enhanced by our Floating Summer Friday's program, which allows team members three extra Fridays off during the summer months in addition to their PTO. Company Culture: Here at Grassi we are dedicated to creating an environment for our team members that is positive, productive, and aligns with our company's high standards of inclusivity, diversity, and equity. We work closely with our DEI Council and Grassi Women's Council to organize events throughout the year to bring the firm together for open dialogue and awareness of global diversity issues. Through our charitable initiative, Grassi Gives Back , we proudly support organizations such as Ronald McDonald House, Toys for Tots, Autism Speaks, Long Island Cares, and many of our nonprofit clients. Benefits Package: Competitive base compensation with eligibility for a raise and bonus each June or December based on performance metrics and level. Medical, Dental, and Vision Insurance, employer contribution to life insurance, 401(k) plan, ESOP, and client and employee referral bonus program. ESOP Owned: The ESOP ensures that equity partners and all Grassi U.S. employees have the exclusive opportunity to own the firm's stock, making them integral to the company's future. Unlike many other ESOPs, Grassi's is privately funded, with no outside investors or private equity firms involved in the plan. CPA Incentive: Financial assistance toward the achievement of the CPA certification which includes the cost of the CPA study materials, CPA exam registration and sitting fees for all 4 parts (up to 2 x per part), plus the CPA application and licensing fees. Paid study time during work hours, additional paid time off to take your scheduled exam and a bonus paid upon passing the CPA exam. Learning and Development: We offer Continuing Professional Education (CPE) opportunities, including both technical and soft skills training. These opportunities are available through internal courses and external programs led by well-known industry instructors, all at no cost to our employees. Wellness Resources: Discounted gym memberships and various wellness initiatives and programs such as the CALM app that helps our team members lower stress, decrease anxiety, improve focus, and get more restful sleep. Compensation for this role is determined based on a combination of factors, including but not limited to your relevant experience, skills, certifications, and geographic location. We strive to offer competitive, equitable pay, that reflects the value each team member brings to the organization. In addition to base salary, we offer a comprehensive benefits package that includes performance-based incentives, wellness and retirement programs, and opportunities for continuous professional development. Salary ranges are provided to offer transparency and may vary depending on final candidate qualifications and local market conditions. Please find compensation information below for candidates residing in New York. New York ranges are from $65,000 - $80,000

Open to candidates across the US; preference for hybrid candidates in proximity to one of our 30+ US offices Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We're continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are at the ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you! We are looking for a Resource Manager to join our growing Resource Management team with a focus on Audit & Attest resource allocation. As a Resource Manager, you will be responsible for: Responsibilities: Collaborate with service line leaders and project managers to allocate resources based on project needs, staff skills, and availability. Continuously monitor resource needs and make adjustments to balance workload and ensure efficiency. Work closely with recruiting and HR teams to ensure that staffing aligns with business growth and seasonal demands. Support the onboarding and integration of new hires and assist in identifying resource gaps. Use data analytics and resource management tools to forecast needs, identify trends, and make informed staffing recommendations. Regularly report on resource utilization, workload distribution, and forecasted needs. Support project leaders by providing updates on resource availability and collaborating to align project timelines with staffing capacity. Monitor project progress to preemptively address potential conflicts or bottlenecks. Partner with HR and team leaders to review staff performance, career development needs, and assignment preferences. Facilitate development opportunities by aligning individuals with projects that support their professional growth. Maintain open communication with leadership, team members, and other stakeholders regarding resource availability, staffing issues, and workload balancing. Qualifications Bachelor's degree in Business, Human Resources, Accounting, or related field. 5-7+ of experience in resource management, workforce planning, or project coordination in a professional services or accounting firm. Strong preference for prior external audit resource management experience. Prior experience working for an accounting or other professional services firm. Strong analytical skills with proficiency in Microsoft Excel, Power BI, or other resource management tools. Excellent communication and interpersonal skills. Ability to prioritize, work in a fast-paced environment, and manage multiple stakeholders. Proactive problem-solver with the ability to manage competing priorities. Collaborative and adaptable team player with a focus on continuous improvement.

This year we were rated top 100 firms to work for by Inside Public Accounting and Accounting Today. We are always looking for new team members who bring a fresh perspective, technical expertise, and a passion for solving problems. At Citrin Cooperman, we offer you the flexibility to take your career to the next level and still allow you to focus on what matters to you ! Responsibilities, but not limited to: Conduct buy-side and sell-side financial due diligence on behalf of private equity clients and corporate acquirers/sellers. Plan and manage due diligence engagements on budget Act as primary client contact for the duration of the due diligence process Prepare and/or review Excel data packs Conduct on-site and/or phone interviews with C-level personnel at acquisition targets Prepare due diligence reports and presentations to clients which compile analyses and highlight key findings and recommendations Analyze historical financial and operating results of target companies and explain business trends and identify risks Prepare financial models related to mergers, acquisitions or other related transactions Perform industry research as needed on engagements Schedule and supervise the tasks and project assignments of senior analysts Mentor, train and supervise junior staff Apply TAS Best Practices to ensure consistent quality of service and work product Actively participate in the development of the group's Best Practices Develop proposal including budgets and scope of work and present proposals to prospective clients Identify and pursue business development opportunities through industry and networking relationships Qualifications: Bachelor's degree in Accounting, Business Administration, Economics, Finance or equivalent CPA required Minimum of 2+ additional years of financial due diligence experience Minimum of 2+ years of audit experience, preferably dealing with lower middle market companies ( Solid working knowledge of US GAAP Highly proficient in Microsoft Word, Excel and PowerPoint Excellent verbal and written communication skills Strong critical thinking skills with the ability to solve unstructured problems Excellent project management and organizational skills Ability to multi-task and manage multiple engagements at once Strong relationship building and networking abilities About Citrin Cooperman: Citrin Cooperman is one of the nation's largest professional services firms. Since 1979, the firm has steadily built their business by helping companies and high net worth individuals find practical, actionable solutions to help them meet their short-term needs and long-term objectives. Citrin Cooperman clients span an array of industry and business sectors and leverage a complete menu of service offerings. Citrin Cooperman & Company, LLP, a licensed independent CPA firm that provides attest services and Citrin Cooperman Advisors LLC, which provides business advisory and non-attest services, operate as an alternative practice structure in accordance with the AICPA's Code of Professional Conduct and applicable law, regulations, and professional standards. The entities include more than 450 partners and 2,500 total professionals. Learn more about Citrin Cooperman here: *********************** CC Disclaimer: "Citrin Cooperman" is the brand under which Citrin Cooperman & Company, LLP, a licensed independent CPA firm, and Citrin Cooperman Advisors LLC serve clients' business needs. The two firms operate as separate legal entities in an alternative practice structure. The entities of Citrin Cooperman & Company, LLP and Citrin Cooperman Advisors LLC are independent member firms of the Moore North America, Inc. (MNA) Association, which is itself a regional member of Moore Global Network Limited (MGNL). All the firms associated with MNA are independently owned and managed entities. Their membership in, or association with, MNA should not be construed as constituting or implying any partnership between them. For positions in New York, the salary range is $120,000 -- $140,000. Actual compensation within that range will be dependent upon the individual's skills, experience, qualifications, and applicable laws.

Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We're continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are at the ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you! We are seeking a Staff in the Commercial Tax Services (CTS) Department. As a CTS Staff, you will be responsible for: Prepares federal and state tax returns, extensions, and quarterly projections for various clients (C-Corp, S-Corp, Partnership, Individual) Organizing tax information and assisting with tax notices and examinations Assisting with tax audits, perform light research projects and monitor and review financial information Communicate with Senior and/or Manager on work status and client issues that arise. Collaborating with other tax professionals within the firm to knowledge share and ensure deliverables are completed with quality and professional excellence. Participating in training programs and professional development activities to enhance technical knowledge and develop industry-specific expertise. Qualifications Bachelor's degree required; master's in taxation preferred Minimum of 2 years of experience in public accounting Possess general knowledge of federal and state tax laws - corporate, individual, trust, gifts, and partnership taxation CPA eligibility preferred Be able to apply basic accounting principles to engagements Have excellent written and verbal communication skills Be highly motivated and able to work individually and in a team setting Have outstanding analytical, organizational and project management skills Have the ability to multi-task Knowledge of CCH Axcess, Sureprep, XCM and Caseware is a plus

Why Grassi? Our firm is consistently ranked by Vault.com and the Best Places to Work group for our commitment to compensation, paid time off, work-life balance, culture and more. Some of the ways we accomplish this include: Emphasizing our open-door policy through one-on-one training, having partners readily available to work with and mentor our employees, and providing a structured career path through Partner level Strong learning & development opportunities including technical and soft skill trainings, both internally taught and externally taught by well-known instructors in the industry “Dress for Your Day” dress code- this allows our employees to plan their outfit around their work responsibilities for the day; jeans for the office, business casual when meeting a client, etc. Summer hours: condensed work week Monday through Thursday with an early close on Friday from Memorial Day through Labor Day CPA exam reimbursement program including CPA review program, CPA exam fees, additional time off, passing bonus and more Discounted gym memberships, wellness programs and a competitive benefits package The Opportunity The Fiduciary Accounting Manager is a member of the leadership team and plays a key role in the strategy and success of the practice. This role combines deep technical expertise in fiduciary and court accounting with strong leadership and client relationship management. The Manager ensures the delivery of high-quality, compliant, and timely services while fostering a collaborative, high-performing team culture. Key Responsibilities Perform technical review of complex trust and estate fiduciary and court accountings. Lead and manage engagement teams to ensure accuracy, efficiency, and timely delivery of client work products. Manage and strengthen client relationships, serving as a trusted advisor to trustees, attorneys, banks, and family offices. Provide estimates for new engagements and prepare all required documentation for onboarding new clients and matters. Ensure compliance with all firm processes and procedures, eDocs, engagement setup, and technology initiatives. Review and interpret trust agreements, estate planning documents, fiduciary accounting principles, and applicable state principal and income acts. Review tax-related documents including Forms 706, 1041, and K-1s, as well as bank and brokerage statements and other supporting documentation. Develop and implement operational efficiencies to improve quality, turnaround time, and engagement profitability. Monitor engagement economics, including billing, collections, staff utilization, and workload assignments. Oversee timely and accurate billing and follow up on outstanding receivables. Build and maintain strong working relationships with internal teams and service lines. Supervise, coach, and develop staff; support recruiting efforts and contribute to a flexible, inclusive, and team-oriented culture. Complete required self-study and continuing education to maintain technical expertise in fiduciary accounting, tax concepts, and relevant software applications. Required Qualifications: Bachelor's degree. Minimum of 6 years of fiduciary and/or court accounting experience within a bank, law firm, or CPA firm. Uniform Principal and Income Act knowledge across jurisdictions- (states) Proven experience managing teams, client engagements, and complex fiduciary matters. Advanced technical knowledge of fiduciary accounting and fiduciary tax concepts. Experience reviewing complex trust and estate accountings and IRS Forms 706, 1041, and K-1s. Strong understanding of trust structures, terminology, and estate planning documents. Ability to research and apply state-specific principal and income acts and other fiduciary laws. Proficiency with GEMS and FAS software as well as Microsoft Word and Excel. Strong leadership, organizational, and client-facing skills. Demonstrated relationship management capabilities. Experience working with large, complex trusts and estates. Experience supporting family offices. Demonstrated analytical, problem-solving, and interpersonal excellence. About Our Firm As one of the largest and fastest growing accounting firms in the nation, Grassi is a leading provider of advisory, tax and accounting services to businesses and individuals. Grassi advisors specialize in providing industry-specific business consulting, audit, tax, and technology services to key market sectors, including construction, architecture and engineering, not-for-profit, healthcare, manufacturing and distribution, financial services, real estate, cannabis and more. With offices in New York, Jericho, Ronkonkoma and White Plains, NY; Park Ridge, NJ; Palm Beach, FL; and Needham, MA, the firm has the depth of knowledge and experience to work effectively alongside clients across the Northeast and throughout the United States, as well as internationally through its membership in Moore Global. Grassi's Company Culture Here at Grassi we are dedicated to creating an environment for our team members that is positive, productive, and aligns with our company's high standards of inclusivity, diversity, and equity. To uphold these standards, we work with closely with our DEI Council and Grassi Women's Council to organize events throughout the year to bring the firm together for open dialogue and awareness of global diversity issues. In addition, we participate in group charitable initiatives that support organizations such as Ronald McDonald House, Toys for Tots, Autism Speaks, Long Island Cares and many of Grassi's own nonprofit clients.

We're KSM, one of the top 50 largest independent advisory, tax, and audit firms in the United States. But more than our size, it's our people and culture that set us apart. We believe great things happen when people are supported, challenged, and given the freedom to do their very best work. That's why we've built a workplace where your career and personal life can thrive together - where you have the flexibility to manage your time, the resources to grow, and a team that genuinely cares about your success. We've been employee-owned since 2001, giving every team member a stake in our collective success. This ownership mentality fosters a culture of collaboration, curiosity, and excellence - where new ideas are welcomed, different perspectives are valued, and you're encouraged to explore what excites you most. Whether you're expanding your skills, tackling new challenges, or making an impact beyond the office, we provide the resources and support to help you grow in the direction that's right for you. At KSM, your contributions matter - not just to the firm, but to your colleagues, clients, and the communities we serve across the U.S. If you're looking for a place where you can do meaningful work, build lasting relationships, and grow in ways that align with what's most important to you, we'd love to meet you. Internships: An internship with KSM provides you with hands-on experience in the exciting and challenging profession of public accounting. You will learn how the theories and principles of accounting are applied while essentially performing the role of a first-year associate accountant. Responsibilities: As an Intern you will have the opportunity to: Gain hands-on experience Participate in our intern orientation, technical training and development programs designed to expose you to tax and to give you the tools needed to immediately contribute to clients Experience, through on-the-job training and real, meaningful work engagements, how your academic experience translates to the professional environment Learn directly from experienced Associates, Seniors, Managers and Partners with specialized experience and technical knowledge across numerous industries and services Work directly with a variety of clients across multiple industries ranging from start-ups and family-run businesses to multi-national corporations Enjoy the many perks of a top-notch public accounting firm Collaborate with peers while forming lasting friendships Demonstrate your performance and ability to join Katz, Sapper & Miller as an Associate Accountant full-time Requirements/Qualifications: Working towards an Undergraduate or Master's Degree in Business or Accounting. On track for CPA Eligibility upon graduation Outstanding students with a minimum overall GPA of a 3.0 The ability to work effectively in a team environment with all levels of client personnel in various industries Excellent written/verbal communication and collaboration skills We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, color, sex, sexual orientation, gender identity, disability, genetic information, national origin, race, religion, veteran status, or any other protected category. KSM only accepts resumes directly submitted by a candidate and referrals submitted by current KSM employees. Unsolicited resumes or candidate profiles sent by staffing agencies and fee-based referral services will not be considered outside of a signed KSM vendor contract. KSM will not pay a fee to recruiters or agencies that do not have a signed KSM vendor contract.

We're KSM, one of the top 50 largest independent advisory, tax, and audit firms in the United States. But more than our size, it's our people and culture that set us apart. We believe great things happen when people are supported, challenged, and given the freedom to do their very best work. That's why we've built a workplace where your career and personal life can thrive together - where you have the flexibility to manage your time, the resources to grow, and a team that genuinely cares about your success. We've been employee-owned since 2001, giving every team member a stake in our collective success. This ownership mentality fosters a culture of collaboration, curiosity, and excellence - where new ideas are welcomed, different perspectives are valued, and you're encouraged to explore what excites you most. Whether you're expanding your skills, tackling new challenges, or making an impact beyond the office, we provide the resources and support to help you grow in the direction that's right for you. At KSM, your contributions matter - not just to the firm, but to your colleagues, clients, and the communities we serve across the U.S. If you're looking for a place where you can do meaningful work, build lasting relationships, and grow in ways that align with what's most important to you, we'd love to meet you. Position Summary: Katz, Sapper & Miller (“KSM”) has a Director opportunity to join their growing Transaction Advisory Services (“TAS”) team. This role provides a dynamic & flexible environment, with learning opportunities in working with private equity and corporate clients on buy-side and sell-side financial due diligence engagements. The KSM TAS team will provide the opportunity to drive your own career path & advancement. As a Director you will have the opportunity to lead in an energetic atmosphere, oversee the assessment of quality of earnings, cash flows, working capital, key business drivers through analyzing financial details and discussions with management and their advisors. Responsibilities: Manage and oversee engagement teams on buy-side and sell-side financial due diligence engagements/projects. Supervise, develop and train staff on engagements. Evaluate performance and participate in individual's performance appraisal process Interact directly with managers and partners on matters related to client and engagement management Strengthen existing client relationships and developing new business opportunities by providing outstanding client service Communicate with business owners, executive management, investors, lenders and other sophisticated parties to ensure delivery of exceptional client service Invest in professional development through active participation in training sessions and networking events both internally and externally Assist with recruiting activities to include campus recruiting along with referring experienced individuals to the firm and participating in the firm's Employee Referral Bonus Program Demonstrate excellent team skills, positive attitude and high ethical standards Requirements/Qualifications: (8+) years' experience in a large accounting firm in audit, financial advisory or transaction service lines or applicable experience in corporate finance or accounting. (5)+ years' of supervisory experience, mentoring and counseling associates desired Relevant bachelor's degree in accounting, finance or related Certified public accountant (CPA) - preferred High motivation, initiative and positive attitude Excellent organizational skills with a demonstrated ability to multitask and handle multiple priorities appropriately Intermediate modeling and excel skills, experience conducting complex quantitative and qualitative financial analysis and ability to generate data-driven insights Ability to work autonomously, to meet tight deadlines, and to thrive in a fast paced environment with shifting priorities Excellent verbal and written communication, experience presenting analyses to management and ability to lead and drive initiatives Ability to work effectively and thrive in a team environment with all levels of client personnel in various industries Ability to comfortably interact with senior level client personnel, including supporting the preparation of and participating in executive briefings We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, color, sex, sexual orientation, gender identity, disability, genetic information, national origin, race, religion, veteran status, or any other protected category. KSM only accepts resumes directly submitted by a candidate and referrals submitted by current KSM employees. Unsolicited resumes or candidate profiles sent by staffing agencies and fee-based referral services will not be considered outside of a signed KSM vendor contract. KSM will not pay a fee to recruiters or agencies that do not have a signed KSM vendor contract.

Why Grassi? Our firm is consistently ranked by Vault.com and the Best Places to Work group for our commitment to compensation, paid time off, work-life balance, culture and more. Some of the ways we accomplish this include: Emphasizing our open-door policy through one-on-one training, having partners readily available to work with and mentor our employees, and providing a structured career path through Partner level Strong learning & development opportunities including technical and soft skill trainings, both internally taught and externally taught by well-known instructors in the industry “Dress for Your Day” dress code- this allows our employees to plan their outfit around their work responsibilities for the day; jeans for the office, business casual when meeting a client, etc. Summer hours: condensed work week Monday through Thursday with an early close on Friday from Memorial Day through Labor Day CPA exam reimbursement program including CPA review program, CPA exam fees, additional time off, passing bonus and more Discounted gym memberships, wellness programs and a competitive benefits package The Opportunity Prepare annual budgets by working closely with the Firm's leaders Update forecasts and prepare analysis of forecast vs actual results Create dashboard of key statistics Prepare monthly Executive Committee financial package Prepare periodic financial statements including footnotes. Manage benefit audits including report writing Develop Enterprise Risk Management Program (ERM) including compliance monitoring Preparation of annual insurance renewals Assist with other projects as needed Develop and implement creative technologies to improve processes Requirements- 5+ years of senior level accounting experience CPA a plus 4 year degree required; accounting/finance degree preferred Must be well organized and a self-starter Ability to interact with senior management in a professional manner Ability to take initiative, work well independently and with others Knowledge of Adaptive budgeting and financing tools and Sage Intacct GL a plus Proficient in Excel and Word About Our Firm As one of the largest and fastest growing accounting firms in the nation, Grassi is a leading provider of advisory, tax and accounting services to businesses and individuals. Grassi advisors specialize in providing industry-specific business consulting, audit, tax, and technology services to key market sectors, including construction, architecture and engineering, not-for-profit, healthcare, manufacturing and distribution, financial services, real estate, cannabis and more. With offices in New York, Jericho, Ronkonkoma and White Plains, NY; Park Ridge, NJ; Palm Beach, FL; and Needham, MA, the firm has the depth of knowledge and experience to work effectively alongside clients across the Northeast and throughout the United States, as well as internationally through its membership in PrimeGlobal. Grassi's Company Culture Here at Grassi we are dedicated to creating an environment for our team members that is positive, productive, and aligns with our company's high standards of inclusivity, diversity, and equity. To uphold these standards, we work with closely with our DEI Council and Grassi Women's Council to organize events throughout the year to bring the firm together for open dialogue and awareness of global diversity issues. In addition, we participate in group charitable initiatives that support organizations such as Ronald McDonald House, Toys for Tots, Autism Speaks, Long Island Cares and many of Grassi's own nonprofit clients.

Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We're continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are at the ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you! We are looking for a Staff to join our Audit Department. As an Audit Staff, you will be responsible for: Familiar with accounting and reporting standards, with a willingness to learn and grow. Offer proactive assistance and support to Senior Professionals. Conduct audit, review, and compilation procedures including testing of controls, substantive testing, and analytical procedures, to evaluate the accuracy and completeness of financial information. Effectively communicate and cultivate collaborative and professional relationships with peers, supervisors, and clients. Stay abreast of industry developments, regulatory changes, and emerging trends in auditing practices. Participate in professional development activities to enhance technical skills and knowledge. Qualifications Bachelor's degree in Accounting or related field. Minimum GPA of 3.0 from an accredited college or university. CPA or obtain 150 credit hours for CPA eligibility. Excellent verbal and written communication skills, with a focus on client responsiveness. Strong organizational and multitasking abilities. Demonstrated teamwork and leadership skills. Ability to excel both independently and collaboratively. Approach projects with a sense of urgency. Outstanding analytical, organizational, and project management skills. Proficient in Microsoft Office Applications. Knowledge of Caseware/Caseview is a plus.

Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We're continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are at the ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you! We are seeking a Tax Manager for our Financial Services practice within the Tax Department. As a Tax Manager, you will be responsible for: Review tax returns, tax projections, and tax workpapers for financial services clients (e.g. private equity funds, FoF, portfolio companies/management companies, hedge funds, corporate blockers, broker-dealers) Possess strong tax knowledge and experience with complex partnerships and corporations Provide effective consulting, planning and compliance for your clients Oversee and manage the day-to-day needs of your clients and tax return process including identification and resolution of tax issues Perform tax research to resolve issues Maintain strong relationships with a highly proactive approach to serving clients Coordinates with Partner to ensure timeliness and effective communication for proper planning of project Coaching, mentoring and training staff Maintaining knowledge of new tax issues and general business trends that affect the client Qualifications Bachelor's degree in Accounting required; Masters in Taxation preferred CPA or EA preferred 7+ years of progressive public accounting experience with proven expertise in the financial services industry (e.g. private equity funds, FoF, hedge funds, corporate blockers, broker-dealers) Excellent written and verbal communication skills Capable of managing multiple client engagements A track record of building and sustaining client relationships and high quality client service Outstanding analytical, organizational and project management skills Proficient with CCH Axcess, Sureprep, BNA Income Tax Planner, CCH AnswerConnect, RIA Checkpoint, XCM and Microsoft Office

Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We're continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are at the ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you! We are looking for a Senior in the Trust & Estates (T&E) Tax Department. As a Senior in T&E, you will be responsible for: Responsibilities: Prepare complex federal and state fiduciary income tax returns, extensions, and quarterly projections for various trusts, including split-interest trusts, ESBTs and QSSTs. Prepare federal and state gift tax returns. Prepare federal and state estate tax returns. Review and respond to federal and state tax notices. Review tax returns prepared by junior level staff and provide feedback, training, and mentoring. Review tax information and coordinate with clients and staff while building relationships. Assist with the coordination of the day-to-day duties of planning, tax return preparation and delivery of finished work product. Ability to perform tax research and resolve issues. Identify and communicate tax matters to Managers and Directors. Qualifications 3-5+ years of public accounting experience, preferably with a mid-size firm. Bachelor's Degree in Accounting required; Master's in Taxation preferred. CPA or JD required, or actively pursuing certification Possess advanced knowledge of federal and state tax laws with a focus on individuals, trusts, estates & gift taxation. Prior fiduciary accounting experience a plus. Prior foreign trust experience a plus. Excellent written and verbal communication skills. Demonstrate strong client services skills. Ability to communicate effectively with the IRS regarding client notices and related matters. Approaches projects with a sense of urgency. Be highly motivated and able to work individually and in a team setting. Outstanding analytical, organizational and project management skills. Knowledge of CCH Axcess, Sureprep, XCM and Caseware is a plus.