Wegner CPAs jobs - 16,222 jobs

A leading financial institution is seeking a Private Equity Fund Admin Associate to manage daily client deliverables for Private Equity fund administration. The role encompasses maintaining books and records, calculating management fees, and overseeing capital events. Candidates should have a CA/CPA qualification, 4+ years of experience in fund administration, and proficiency in accounting for complex transactions. Strong communication and team collaboration skills are essential for managing client expectations and resolving issues effectively. #J-18808-Ljbffr

A community-focused bank in New York City is seeking a BSA/AML Analyst I to support its compliance program. The role includes reviewing transaction alerts, preparing reports, and conducting mandatory training for staff. Candidates should have strong communication skills, knowledge of banking regulations, and at least three years of relevant experience. The position demands attention to detail and the ability to work independently or within a team. This opportunity embraces a commitment to serving underserved communities. #J-18808-Ljbffr

We're looking for a senior software engineer with experience developing in early‑stage or high‑growth environments to join our team. As a foundational member of the engineering team, you'll collaborate directly with our founders to design, build, and test new product features from conception to roll out. Every week, you'll ship new functionality and have the agency and autonomy to undertake complex engineering problems. This is a unique opportunity for someone who wants to be on the ground floor of a generational platform redefining advertising and creator monetization on the web. If you are driven by impact at scale, we'd love to work with you! Qualifications You have 8+ years of experience building and scaling high‑quality, maintainable, products from the client to the server You are comfortable working across the stack, and you enjoy building features, as well as designing and scaling architecture You are a human‑centric product thinker who loves thinking about how technology can best be used to enhance people's lives You appreciate good design, and you get excited to translate that into functional experiences that people use every day Personal Attributes Nimble, hungry, humble, and adaptive to change You are excited to learn and grow in a fast‑paced environment A true problem‑solver and self‑starter, with incredible ambition and drive Competitive and highly motivated to exceed expectations What You'll Get The opportunity to build a generational business Competitive compensation package, including equity and competitive benefits (comprehensive healthcare - medical, dental, and vision; 401K plan; and other benefits) A collaborative, transparent, and engaging work environment The estimated base compensation for this role is between $150,000 & $225,000. Individual compensation is determined by skills, qualifications, and experience. In addition, this role is eligible for equity and competitive benefits. About Agentio Agentio is the first ad platform for creator content - we aim to transform the future of advertising. We believe that it should be as easy for brands to buy the most performant and efficient ad unit - starting with YouTube creator integrations - as buying Meta and Google ads. Before Agentio, this wasn't possible. We have just closed our $12M Series A, led by Benchmark (Nov 2024), with follow‑on investments from our Seed round co‑leads, Craft and AlleyCorp. We have raised $16.25M to date. We're ushering in the future of brand and creator partnerships by enabling authenticity and trust to be purchased at scale. We aim to shift a meaningful portion of the $600B digital ad spend market to creators - to enable them to create, build, and live off their work. This isn't possible without an ad platform that gives advertisers end‑to‑end automation, which reduces weeks‑long processes to seconds. We believe that Agentio can be The Trade Desk of the future, and so much more. We're looking for the world's best talent to help us achieve our incredible ambitions, be instrumental in creating a strong culture, and earn ownership in a generational company. Agentio does not accept unsolicited resumes from search firm recruiters. Fees will not be paid in the event a candidate submitted by a recruiter without an agreement in place is hired; such resumes will be deemed the sole property of Agentio. Agentio is an equal‑opportunity employer. All aspects of employment will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. #J-18808-Ljbffr

A leading professional services firm in New York is seeking an experienced Audit Senior Manager to oversee audit engagements and manage a team. The role requires strong leadership and client management skills, along with extensive experience in auditing within a CPA firm. Responsibilities include ensuring audit quality, developing comprehensive strategies, and mentoring junior staff. Competitive compensation ranging from $150,000 to $210,000 is offered, along with a collaborative work environment. #J-18808-Ljbffr

Role: Bookkeeper Salary: $90K - $110K + Benefits We are a well-established general contracting company seeking a highly organized and experienced Bookkeeper to join our finance team. This is a key role in ensuring the smooth operation of our financial processes and supporting the continued growth of our business. Responsibilities: Manage Accounts Receivable (AR): prepare and issue invoices, follow up on outstanding payments, and ensure timely collection Manage Accounts Payable (AP): process supplier invoices, ensure accurate payments, and maintain strong vendor relationships Payroll support: assist with payroll processing, maintain employee records, and ensure compliance with statutory requirements Reconcile bank accounts, credit card statements, and general ledger accounts Assist with month-end and year-end close, providing accurate and timely financial information Maintain accurate financial records and assist with audits as required Support the management team with ad-hoc financial reporting and analysis Experienced Required: Proven experience as a Bookkeeper with strong AR and AP experience Experience in payroll processing is highly desirable Strong numerical and analytical skills, with a keen eye for detail Proficiency with accounting software (experience with [insert software if applicable, e.g., Xero, QuickBooks, Sage] is a plus) Ability to work independently, prioritize tasks, and manage multiple deadlines in a fast-paced environment Excellent communication skills and a proactive approach to problem-solving APPLY today for immediate consideration!

Brooklyn, NY, United States and 1 more Job Information Job Identification 210676172 Job Category Firmwide Risk and Compliance Business Unit Corporate Sector Posting Date 01/02/2026, 04:20 PM Locations 4 Chase Metrotech Ctr, Brooklyn, NY, 11245, US 1111 Polaris Pkwy, Columbus, OH, 43240, US Job Schedule Full time Job Shift Day Job Description Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities. Our culture in Global Financial Crimes Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class. As a Global Financial Crime Compliance Governance Director within the Compliance, Conduct and Operational Risk (CCOR) team, you will be tasked with the strategic development and oversight of the technology and governance programs for the Know Your Customer (KYC) team. Your responsibilities will include managing KYC and Customer Escalations, as well as the team's governance process, which encompasses committee, change management, and LOB oversight with a focus on LOB metrics. You will work closely with upstream teams and technology to streamline the management of regulatory changes and integrate information into the team's digital policy tool. Additionally, you will supervise the team's Regulatory Exams, Audits, and controls testing, and manage the technology that supports document maintenance. You will be instrumental in promoting innovation to scale the platform in line with the team's new regulation mapping process and creating synergies across the Customer Escalation Standard and KYC Governance program. Your role will also involve executing strategy, developing new strategic initiatives, managing the team's controls framework including CORE controls, providing direction on policy changes, offering advisory, and leading strategic firmwide KYC initiatives. Lastly, you will be expected to lead, mentor, and develop a team of professionals, fostering a culture of integrity, accountability, and excellence. Job Responsibilities Direct team governance processes, including committee management, change management, and oversight of Lines of Business (LOBs), with responsibility for LOB metrics. Manage teams responsible for making updates to policy requirements in accordance with change management and governance processes, as well as in partnership with LOB and Compliance stakeholders. Collaborate with LOBs on KYC-related matters, providing credible challenge as the Firm's KYC subject matter expert, particularly regarding the Global KYC Standard. Lead the firm's AML and Sanctions Risk Assessment Program, driving transformation initiatives. Administer the firm's Customer Escalation Standard and Terminated Party List. Coordinate the team's management of Regulatory Exams, Audits, and controls testing. Develop and maintain strong partnerships with senior business management and counterparts in Legal, Audit, Control, and Risk. Execute existing strategy and develop new strategic initiatives for the team. Manage the team's controls framework, including controls outlined within CORE Lead, mentor, and develop a team of professionals, promoting a culture of integrity, accountability, and excellence. Required qualifications, capabilities, and skills 10+ years AML/BSA/KYC Compliance or other related experience such as Risk management, Audit or similar Control-related experience that includes policy writing. Strong understanding of relevant statutory and regulatory AML/KYC requirements globally, with the ability to understand, interpret and apply complex regulatory requirements to business practices. Ability to establish credibility, strong partnerships and influence a broad stakeholder group which includes regulators, senior business leaders, control functions, and corporate partners globally. Possess strong written and oral executive-level communications skills. About Us JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans About the Team Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we're setting our businesses, clients, customers and employees up for success. Our Compliance teams work globally across all lines of business to advise internal stakeholders on the impact of regulatory requirements and how to balance these with the firm's needs. Their diverse mandate means they also provide input on new business strategies, product lines, policies, training, operational processes, risk mitigation and control. #J-18808-Ljbffr

A prestigious consulting firm in New York seeks a Senior Manager for tax advisory services. In this role, you will lead significant projects, interact with senior-level clients, and drive innovative processes while mentoring top-performing teams. Candidates should hold a Bachelor's in Accounting, possess Japanese language skills, and have substantial experience in tax. A competitive salary range of $124,000 - $335,000 plus bonus eligibility is offered. #J-18808-Ljbffr

This is a full-time on-site role for a Community Banker located in West Hurley, NY. The Community Banker position accurately processes various transactions, completes high-level tasks related to bank accounts, actively promotes products, and services, and supports long-term relationships with customers. This position requires rotation between platform and teller stations based on the needs of the branch, giving equal time to both as possible. The Community Banker is encouraged to grow in the role, and work in new innovative ways to deliver the excellence our customers expect. The Community Banker will also be responsible for branch operations and must be flexible in assignments and scheduling, to include Saturdays. Additional responsibilities include, but are not limited to: Strict adherence to all bank policies and procedures to protect the bank while enhancing the customer experience. Accountability for cash drawer and its contents at all times and reporting any discrepancies to management. Maintaining a full understanding of all bank products and promotions, as well as knowledge in financial management systems. Performing for all aspects of the account opening and closing process, updating personal details and permissions on bank accounts. Assisting customers with ordering and issuing new debit cards and pin resets. Reviewing accounts for fraudulent activity and assisting customers with dispute claims. Assisting customers with internet banking; including unlocking and resetting user accounts and assisting customers with application, agreement, and disclosures. Assisting with vault proof at the end of the day including counting, selling, and buying cash. Assisting the branch in cash ordering, end of night reports, monthly audit logs and teller audits. Recognizing cross-selling opportunities, including referrals to other areas of the Bank to support strategic growth goals. Engaging in customer outreach to support relationship development and service needs. Making customer calls as part of ongoing engagement and follow-up efforts. Researching and correcting cash on hand differences. Assisting customers in filling out loans applications, providing the required document for underwriting and handling the closing of the following consumer lending products: unsecured personal loans, passbook savings loan, auto loans and overdraft line of credit. Accepting consumer loan applications and submitting HELOC and mortgage referrals to our leading team. Participating in and supporting Rondout Savings Bank initiatives, activities, and programs. Requirements Education and Certification Qualifications: High school diploma or equivalent. Required to take internal training courses. Experience and Qualifications: 1-2 years of banking experience, excellent verbal and written communications skills, customer service experience, excellent math, and cash handling abilities, along with computer and organizational skills. Physical Requirements: Prolonged periods of time working on a computer Prolonged periods of time standing Ability to walk up and down stairs Must be able to lift up to 10-20 pounds at times Ability to work at any branch location As an Equal Opportunity/Affirmative Action Employer, Rondout Savings Bank will not discriminate in its employment practices due to an applicant's race, color, creed, religion, sex (including pregnancy, childbirth or related medical conditions), sexual orientation, gender identity or expression, transgender status, age, national origin, marital status, citizenship, physical and mental disability, criminal record, genetic information, predisposition or carrier status, status with respect to receiving public assistance, domestic violence victim status, a disabled, special, recently separated, active duty wartime, campaign badge, Armed Forces service medal veteran, or any other characteristics protected under applicable law. Equal Employment Opportunity Policy Statement EEO Reasonable Accommodation Policy Know Your Rights: Workplace Discrimination is Illegal Pay Transparency Nondiscrimination Provision

Assistant Project Manager Compensation: $90k-$120k + benefits Our client is a NYC General Contractor experiencing rapid growth. They are looking for an ambitious Assistant Project Manager to join their team and develop into a future Project Manager. Role Overview: This role is ideal for an APM looking to step up and gain hands-on experience delivering commercial projects. You will work closely with senior leadership and field teams to support project delivery. Responsibilities: Support Project Managers across active job sites Track RFIs, submittals, schedules, and documentation Assist with budgets and change orders Coordinate subcontractors and field teams Attend site and client meetings Support projects from start to finish Requirements: 2+ years' experience in construction (GC or subcontractor) MEP experience not required (bonus if you have it) Strong organizational and communication skills Eager to grow into a Project Manager role Benefits: Medical, dental, vision, 401(k) match, 15 days PTO

A leading financial services firm seeks an experienced Wealth Relationship Advisor to enhance client relationships and provide investment advice in Brooklyn, NY. Candidates should have a strong background in financial services with 5-8 years of experience, alongside essential licenses and a commitment to compliance. This full-time position offers a competitive salary of $70,000 and benefits including medical coverage, 401(k), and paid time off. Join a dynamic team focused on excellence in client service. #J-18808-Ljbffr

Port Washington State Bank, a 15-time Top Workplace winner, is a community-minded bank where people build lasting careers. Whether you're exploring a new path or looking to grow your experience, this role is a great way to step into the banking field. We provide thorough training and a supportive team so you can succeed, even without prior banking experience. Get to know us by visiting careers. We are seeking a full-time (40 hour) Customer Service Representative I to join our team at the Cedarburg branch. As a CSR I, you'll greet customers, handle everyday transactions accurately, and share helpful information about our banking services. Along the way you'll develop transferable skills in cash handling, communication, and problem-solving that can serve you throughout your career. Key Responsibilities: * Deliver excellent customer service with a positive and helpful attitude * Process transactions accurately while maintaining security and compliance * Educate customers about banking products and services * Follow all bank policies, procedures, and regulatory requirements Previous cash handling or customer service experience is preferred, but enthusiasm and willingness to learn matters most. Scheduling will include rotating Saturdays from 9 to 12. Take the first step toward a rewarding career in banking, apply today and grow with us!

A leading financial institution in New York is seeking an experienced Private Client Banker to manage client banking relationships. You will provide exceptional service, educate clients on digital banking solutions, and actively engage in acquiring new clients. A high school degree is required plus experience in financial services sales. This role expects a strong relationship-oriented approach and excellent communication skills, offering a dynamic work environment with development opportunities. #J-18808-Ljbffr

A leading financial services firm in New York is seeking a Product Solutions Director to guide sales advisory and optimize complex problem-solving in eCommerce Payments. This role requires extensive experience in product solutions and sales strategies, with a passion for delivering client-centric solutions. The ideal candidate should have over 8 years in leadership roles and expertise in the financial sector, along with a track record of transforming sales and technology. #J-18808-Ljbffr

A leading financial institution is seeking a Private Client Banker in New York to manage high-value client relationships. The role involves acquiring new clients, providing tailored financial advice, and collaborating with various financial specialists. Ideal candidates will have experience in Branch Banking, outstanding communication skills, and the capacity to meet financial licensing requirements. This position requires adherence to Dodd Frank/Truth in Lending Act stipulations. #J-18808-Ljbffr

MEP Project Manager Salary: $130,000 - $180,000 (DOE) Our client is a NYC based General Contractor specializing in the commercial sector. Due to continued growth, they are looking for experienced MEP Project Manager for their team. Role Overview: We are looking for a strong MEP-focused Project Manager to lead complex projects from preconstruction through closeout. This role will be site-focused, managing all MEP scopes while working closely with internal leadership and field teams. Responsibilities: Lead all MEP scopes with emphasis on electrical and mechanical systems Manage subcontractors, schedules, and daily site coordination Drive RFIs, submittals, procurement, and change management Ensure quality, safety, and compliance with project specifications Collaborate with superintendents, estimators, and executives Support project closeout and turnover Requirements: 5+ years' experience as an MEP Project Manager (GC) Strong electrical background preferred Healthcare project experience highly desirable Proven ability to manage multiple trades and job sites

A leading financial services company located in Brooklyn, NY seeks a Senior Officer in Risk Management to support regulatory capital and stress testing initiatives. This role involves collaborating with various stakeholders to ensure robust risk management practices while delivering high-quality analytics and reports. Candidates should have a bachelor's degree along with a minimum of five years of relevant experience, strong analytical skills, and proficiency in tools like Excel and Tableau. A competitive compensation package and benefits are offered. #J-18808-Ljbffr

A leading global bank is seeking a Sr. Analyst for Wealth Relationship Management in New York. The role involves building and deepening relationships with affluent clients, tailoring financial solutions to their needs. Candidates should have 5-8 years of experience, possess strong analytical and communication skills, and be familiar with financial planning software. Competitive salary and robust benefits package offered, including medical coverage and retirement plans. #J-18808-Ljbffr

Position: Full Time Universal Banker/Teller I (Bilingual) Location: Janesville, WI At First Mid, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of discretionary short-term incentives (i.e. bonus, incentives, and/or commission). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, tuition reimbursement, an Employee Stock Purchase Plan, and a 401K plan with company match. Incentives and benefits are subject to eligibility requirements. At First Mid, we aim to make our customers feel valued, satisfied, and understood. We will achieve this by developing a personalized relationship with our customers and by asking questions to create a customized solution based on their needs and throughout their stages of life. We will create clients for life by adhering to our core values and our service standards. Responsibilities include, but are not limited to: Create a quality service experience by ensuring timely resolution to customer needs and overall customer satisfaction. Abides by company service standards, including greeting customers and making them feel welcome to First Mid Bank & Trust Proficiently service customers by accepting and processing transactions with accuracy and efficiency within policy guidelines including but not limited to deposits, withdrawals, payments, check cashing, issuing cashier's checks, and additional transactions upon request. Gain manager assistance with any suspicious transactions. Obtain management approval for transactions outside authorized limits. Adheres to all bank compliance, security and operational policies and procedures. Maintains a cash drawer by performing daily balancing procedures and assist with daily operational branch duties. Open accounts including but not limited to checking, savings, safe deposit box, basic business related, etc. Performs changes to existing accounts as requested by the customer. Proactively looks for ways to improve processes that will improve the customer's experience and communicate those ideas to branch management. If applicable, allows entry of safe deposit box holders. Maintains professional appearance and conduct within the guidelines set forth in Employee Handbook. Maintains customer confidentiality. May participate in bank promotions, external community events, and promotional activities. May be required to work in other First Mid Banking centers. Complete other specified duties as assigned. Sales: Develops and maintains relationships with business partners. Develops and maintains strong relationships with customers. Educate and encourage customers to use alternate delivery systems such as ATM, Debit Card, Online, and Mobile Banking. Maintains knowledge of all banking products through training courses, branch meetings, corporate communications, etc. Identifies growth opportunities to cross sell products and makes referrals to appropriate business lines. Consistently meet or exceed established goals for the position. Qualifications Education: High School Diploma/GED required. Experience: 1+ year of customer service and cash handling experience and/or previous experience working in a financial institution preferred. Previous sales experience preferred. Successfully completes required compliance and First Mid training curriculum to be proficient in the basic account opening process. Advancement in this role will be based on management discretion. Skills: Proficient in usage of Microsoft Office and computer application Bilingual Spanish and English preferred Total Rewards: Competitive health, dental & vision coverage with HSA match 401(k) with employer match + Employee Stock Purchase Plan Generous PTO, paid holidays & parental leave Tuition reimbursement & performance-based bonuses Visit our Total Rewards page to see our full list of benefits First Mid Bancshares, Inc. is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other applicable federal or state-protected classification. THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT LP123 Pay Range: $17.50 - $19.62 per hour Apply for this Position

A modern online people platform is seeking an experienced Product Manager to own the revenue systems for customer communications. This role involves working with various teams to achieve the company's revenue goals. Ideal candidates should have over 8 years of product management experience, particularly in revenue systems. The position offers a competitive salary range of $210,000 to $263,000 annually for locations such as Seattle, WA. #J-18808-Ljbffr