{"jobs":[{"absolute_url":"https://job-boards.greenhouse.io/saxllp/jobs/4070921009","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":true}],"internal_job_id":4048389009,"location":{"name":"New York, New York, United States; United States"},"metadata":null,"id":4070921009,"updated_at":"2026-06-04T16:14:24-04:00","requisition_id":"43","title":"Business Development Specialist - M\u0026A Advisory ","company_name":"SAX Advisory Group","first_published":"2025-12-03T12:09:36-05:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;At Sax Advisory Group, LLC we are driven by our ability to turn every client’s dream into a reality. We are a forward-thinking multi-disciplinary accounting, tax, and advisory firm serving the needs of closely held companies, family-owned businesses, not-for-profit entities, government, and high-net-worth individuals. We are dedicated to providing an environment that offers growth, stability and advancement opportunities, in a team member driven culture where contributions are recognized and rewarded. We have everything you need for a dynamic career!\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;Sax Capital Advisors is a leading M\u0026amp;amp;A advisory firm specializing. We advise business owners, investors, and corporations on strategic mergers, acquisitions, divestitures, and capital raising. Our team combines deep market expertise with a client-first approach to deliver successful outcomes.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We are seeking a\u0026amp;nbsp;\u0026lt;strong\u0026gt;Business Development Specialist \u0026lt;/strong\u0026gt;to spearhead deal origination, drive new client acquisition, and expand our market presence. This role is dedicated to generating high-quality leads and building lasting relationships with decision-makers. \u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;This role is fully remote within the U.S. for candidates located outside the New York City area.\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Key Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Deal Origination:\u0026lt;/strong\u0026gt; Identify, engage, and qualify prospective clients (business owners, Centers of Influences, and corporates) to generate M\u0026amp;amp;A advisory mandates\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Market Coverage:\u0026lt;/strong\u0026gt; Develop a strong presence across target industries through proactive outreach, networking, and thought leadership.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Relationship Development:\u0026lt;/strong\u0026gt; Build and maintain senior-level relationships with stakeholders including entrepreneurs, and advisors (wealth management firms, law firms, accounting firms, consultants).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Lead Generation:\u0026lt;/strong\u0026gt; Drive the firm’s outbound business development efforts—cold calling, targeted campaigns, event participation, and partnership building.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Partnerships:\u0026lt;/strong\u0026gt; Establish and cultivate referral relationships with intermediaries, industry associations, and strategic partners.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Thought Leadership:\u0026lt;/strong\u0026gt; Represent the firm at conferences, panels, and networking events to enhance visibility and credibility.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Collaboration with Deal Teams:\u0026lt;/strong\u0026gt; Work closely with M\u0026amp;amp;A execution teams to transition prospects into mandates and ensure consistent client experience.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;CRM \u0026amp;amp; Reporting:\u0026lt;/strong\u0026gt; Track origination activities, maintain pipeline metrics, and provide regular updates on progress against business development goals.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Experience:\u0026lt;/strong\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;8+ years of experience in business development, origination, or client-facing roles within M\u0026amp;amp;A advisory, investment banking, private equity, corporate development, or professional services.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated track record of \u0026lt;strong\u0026gt;sourcing and winning mandates\u0026lt;/strong\u0026gt; in the mid-market M\u0026amp;amp;A space.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Skills \u0026amp;amp; Attributes:\u0026lt;/strong\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Exceptional network-building and deal origination capabilities.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Deep understanding of M\u0026amp;amp;A processes and transaction lifecycle.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Highly entrepreneurial and self-motivated, with ability to thrive in a results-driven environment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong communication, presentation, and negotiation skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adept at developing trust and credibility with senior executives and business owners.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;u\u0026gt;Comprehensive Benefits Package includes:\u0026lt;/u\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Top Tier Health, Dental, \u0026amp;amp; Vision Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Flexible Spending Account (FSA) and Health Savings Accounts (HSA)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Medical and Dependent Care\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Life and Voluntary Life Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Short and Long -Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401k\u0026amp;nbsp;plan with matching contribution\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Defined Contribution Plan\u0026amp;nbsp;(profit sharing)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Customized Work Arrangements\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Floating Holidays and Volunteer PTO\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Unlimited PTO for Managers and Above\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Referral Bonus Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Tuition Reimbursement for Advanced Degree\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Healthy Living Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health \u0026amp;amp; Wellness App Subscription\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;OnDemand access to industry leading CPE courses\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Summer Fridays at 1pm\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Sax Capital Advisors is a wholly owned subsidiary of SAX Advisory Group, LLC, an equal opportunity employer and encourages candidates from all backgrounds to apply. We value diversity and inclusion in our workplace. To learn more please visit our website \u0026lt;a href=\u0026quot;http://www.SaxCa.com\u0026quot;\u0026gt;www.SaxCa.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt;New York Pay Range\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$75,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$200,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4004503009,"name":"Sax Capital Advisors (Investment Banking)","child_ids":[],"parent_id":null}],"offices":[{"id":4004278009,"name":"New York, NY","location":"New York, New York, United States","child_ids":[],"parent_id":null},{"id":4004280009,"name":"United States","location":"United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/saxllp/jobs/4163461009","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":true}],"internal_job_id":4097696009,"location":{"name":"Parsippany, New Jersey, United States"},"metadata":null,"id":4163461009,"updated_at":"2026-05-01T10:21:24-04:00","requisition_id":"54","title":"Client Relationship Associate ","company_name":"SAX Advisory Group","first_published":"2026-03-02T15:38:20-05:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;At Sax Advisory Group, LLC we are driven by our ability to turn every client’s dream into a reality. We are a forward-thinking multi-disciplinary accounting, tax, and advisory firm serving the needs of closely held companies, family-owned businesses, not-for-profit entities, government, and high-net-worth individuals. We are dedicated to providing an environment that offers growth, stability and advancement opportunities, in a team member driven culture where contributions are recognized and rewarded. We have everything you need for a dynamic career!\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;Sax Wealth Advisors, LLC is an independent registered investment advisor offering strategic long-term financial and estate planning built on trust, integrity, and meaningful client relationships. With $5 billion in collective assets, Sax Wealth Advisors is able to maintain a boutique-style firm feel, while having a larger overall focus on client’s financial goals. As a wholly owned subsidiary of SAX Advisory Group, LLC an accounting, tax and advisory firm, Sax Wealth Advisors provides a wide range of solutions to help prepare for your future and enhance your financial position at every stage of life. Sax Wealth Advisors is registered with the Securities Exchange Commission and complies with the highest fiduciary standards. We are Fee-Only advisors focused solely on your priorities and goals, and never on selling proprietary investment products.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We are currently seeking a full-time \u0026lt;strong\u0026gt;Client Relationship Associate\u0026lt;/strong\u0026gt; to join our growing firm, headquartered in our Parsippany, NJ office. \u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;This position follows a hybrid schedule, requiring two days per week in the Parsippany office, with the ability to commute to our New York City office as needed, typically once per week.\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;u\u0026gt;Summary:\u0026lt;/u\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The\u0026amp;nbsp;\u0026lt;strong\u0026gt;Client Relationship\u0026lt;/strong\u0026gt; \u0026lt;strong\u0026gt;Associate \u0026lt;/strong\u0026gt;(CRA) plays a vital role in supporting the operations of Sax Wealth Advisors by delivering exceptional service to clients and supporting the team of wealth advisors. This hybrid position combines client-facing responsibilities with operational and planning support. The ideal candidate thrives in both service-oriented and analytical environments and plays a key role in ensuring a seamless, high-touch client experience from onboarding through ongoing advisory support.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;u\u0026gt;Essential Duties and Responsibilities:\u0026lt;/u\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;Client Engagement \u0026amp;amp; Advisory Support\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Participate in client meetings and help deliver personalized, holistic financial plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prepare meeting materials and follow up on planning action items\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assist with investment recommendations, including rebalancing and tax-loss harvesting\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Communicate with clients regarding service needs, plan updates, and market-related inquiries\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain accurate client records and diligent CRM updates\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;Client Service \u0026amp;amp; Operations\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Support client onboarding: open accounts, process forms, track documentation\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Schedule and coordinate client meetings and follow-ups\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Process client transactions (deposits, withdrawals, transfers) with accuracy and compliance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Handle RMD tracking, performance reporting, and quarterly review preparation\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Communicate with custodians (e.g., Schwab, Fidelity) to resolve client issues\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;Team Collaboration \u0026amp;amp; Special Projects\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Collaborate across advisory, admin, and trading teams\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop an area of expertise (e.g., planning software, RMDs, process improvement)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support strategic firm initiatives and business development efforts\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Participate in regular team meetings and assist with ad-hoc projects\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;u\u0026gt;Qualifications:\u0026lt;/u\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;Education and/or Work Experience\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;em\u0026gt;\u0026amp;nbsp;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree (preferably in finance, financial planning, or accounting)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;1–3 years of experience in financial services or client services within wealth management\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Series 65 required (or willingness to obtain)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;CFP designation or exam ready (or willingness to obtain)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Knowledge of personal and small business taxes is a plus\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;u\u0026gt;Specialized Skills\u0026lt;/u\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with financial planning and investment concepts\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficient in Microsoft Office; experience with CRMs and portfolio management tools a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Knowledge of major custodians (Schwab, Fidelity) and account processes\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong communication and interpersonal skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Attention to detail, excellent time management, and ability to prioritize competing tasks\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Open to feedback and committed to professional growth\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;u\u0026gt;Other Qualifications:\u0026lt;/u\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Attention to accuracy and detail.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong interpersonal skills and the ability to work well with others and communicate with various personality types and levels of expertise.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to multi-task and quickly switch priorities when necessary to manage deadlines.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Must be organized and efficient in a demanding work environment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;High personal standards and sound judgement\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to think critically and to process complex financial scenarios.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Open and receptive to feedback and coaching\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;u\u0026gt;Comprehensive Benefits Package includes:\u0026lt;/u\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Top Tier Health, Dental, \u0026amp;amp; Vision Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Flexible Spending Account (FSA) and Health Savings Accounts (HSA)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Medical and Dependent Care\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Life and Voluntary Life Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Short and Long -Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401k\u0026amp;nbsp;plan with matching contribution\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Defined Contribution Plan\u0026amp;nbsp;(profit sharing)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Customized Work Arrangements\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Floating Holidays and Volunteer PTO\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Unlimited PTO for Managers and Above\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Referral Bonus Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Tuition Reimbursement for Advanced Degree\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Healthy Living Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health \u0026amp;amp; Wellness App Subscription\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;CPA\u0026amp;nbsp;\u0026amp;amp; EA reimbursement for study materials and exam\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;AICPA and CPA State Society membership reimbursement for Managers and above\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;OnDemand access to industry leading CPE courses\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Summer Fridays at 1pm\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;To learn more about SAX Wealth Advisors, visit our website at\u0026amp;nbsp;\u0026lt;a href=\u0026quot;http://www.saxwa.com\u0026quot;\u0026gt;http://www.saxwa.com\u0026lt;/a\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Sax Wealth Advisors is an equal opportunity employer and encourages candidates from all backgrounds to apply. We value diversity and inclusion in our workplace.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt;New Jersey Pay Range\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$80,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$100,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt;New York Pay Range\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$80,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$100,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4004502009,"name":"SAX Wealth Advisors, LLC","child_ids":[4004510009,4004513009,4004511009,4004512009,4004514009],"parent_id":null}],"offices":[{"id":4004277009,"name":"Parsippany, NJ","location":"Parsippany, New Jersey, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/saxllp/jobs/4087029009","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":true}],"internal_job_id":4057817009,"location":{"name":"Fords, New Jersey, United States"},"metadata":null,"id":4087029009,"updated_at":"2026-04-16T13:34:17-04:00","requisition_id":"47","title":"Controller - For our Client","company_name":"SAX Advisory Group","first_published":"2025-12-18T12:50:55-05:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;At Sax Advisory Group, LLC we are driven by our ability to turn every client’s dream into a reality. We are a forward-thinking multi-disciplinary accounting, tax, and advisory firm serving the needs of closely held companies, family-owned businesses, not-for-profit entities, government, and high-net-worth individuals. We are dedicated to providing an environment that offers growth, stability and advancement opportunities, in a team member driven culture where contributions are recognized and rewarded. We have everything you need for a dynamic career!\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;Our client, a family-owned business with a 100-year legacy, is seeking an experienced \u0026lt;strong data-start=\u0026quot;182\u0026quot; data-end=\u0026quot;196\u0026quot;\u0026gt;Controller\u0026lt;/strong\u0026gt; to oversee all financial operations. This is a \u0026lt;strong data-start=\u0026quot;244\u0026quot; data-end=\u0026quot;274\u0026quot;\u0026gt;full-time, onsite position\u0026lt;/strong\u0026gt; located in \u0026lt;strong data-start=\u0026quot;286\u0026quot; data-end=\u0026quot;299\u0026quot;\u0026gt;Fords, NJ\u0026lt;/strong\u0026gt;, with a schedule of \u0026lt;strong data-start=\u0026quot;320\u0026quot; data-end=\u0026quot;369\u0026quot;\u0026gt;Monday through Friday, 8:30 a.m. to 5:00 p.m.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role is responsible for managing accounting processes, financial reporting, job costing, budgeting, and internal controls while supporting strategic decision-making. The ideal candidate will have construction industry experience and a hands-on approach.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Key Responsibilities:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Financial Management \u0026amp;amp; Reporting\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Oversee all accounting functions including general ledger, accounts payable, accounts receivable, payroll, and cash management\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prepare monthly, quarterly, and annual financial statements\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Analyze financial results and provide insights to ownership and leadership\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage month-end and year-end close processes\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Costing \u0026amp;amp; Project Accounting\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Monitor job costing, work-in-progress (WIP) schedules, and project profitability\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure accurate tracking of labor, materials, subcontractors, and overhead\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work closely with project managers to review budgets, forecasts, and variances\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Budgeting \u0026amp;amp; Forecasting\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Develop annual budgets and financial forecasts\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Track performance against budget and recommend corrective actions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assist ownership with long-term financial planning and cash flow forecasting\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Cash Flow \u0026amp;amp; Banking\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Manage cash flow, banking relationships, and credit facilities\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Oversee billing, collections, and lien waivers as applicable\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure timely vendor payments and payroll processing\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Compliance \u0026amp;amp; Controls\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Ensure compliance with federal, state, and local tax regulations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Establish and maintain internal controls and accounting policies\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Oversee workers’ compensation audits and insurance reporting\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Qualifications:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree in Finance, Banking industry or related field\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Minimum of 5 years of accounting experience in construction industry\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Construction industry is a Must\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with Foundation or Sage accounting software is preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Advanced Excel skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong analytical, organizational, and communication skills\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Employee Benefits:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Comprehensive benefits package including medical, dental, and vision insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401(k) plan with employer matching contributions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Paid Time Off (PTO), including vacation, sick, and personal days, as well as paid holidays\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Sax Advisory Group, LLC is an equal opportunity employer and encourages candidates from all backgrounds to apply. We value diversity and inclusion in our workplace.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;To All Staffing Agencies: SAX does not utilize third-party firms for any internal or client positions. Please be advised that SAX is not responsible for any fees related to unsolicited resumes. Any unsolicited resumes submitted to SAX will become the property of SAX.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt;New Jersey Pay Range\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$125,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$160,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4004482009,"name":"Finance","child_ids":[4004483009],"parent_id":null}],"offices":[{"id":4022762009,"name":"Fords, NJ","location":"Fords, New Jersey, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/saxllp/jobs/4114080009","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":true}],"internal_job_id":4077629009,"location":{"name":"New York, New York, United States"},"metadata":null,"id":4114080009,"updated_at":"2026-04-16T13:35:55-04:00","requisition_id":"51","title":"Director of Finance - For our Client","company_name":"SAX Advisory Group","first_published":"2026-01-29T17:03:17-05:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;At Sax Advisory Group, LLC we are driven by our ability to turn every client’s dream into a reality. We are a forward-thinking multi-disciplinary accounting, tax, and advisory firm serving the needs of closely held companies, family-owned businesses, not-for-profit entities, government, and high-net-worth individuals. We are dedicated to providing an environment that offers growth, stability and advancement opportunities, in a team member driven culture where contributions are recognized and rewarded. We have everything you need for a dynamic career!\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;FIRM OVERVIEW\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Established in the late 1980s, this architecture firm is led by an experienced team of partners, principals, and associates and employs approximately 100 professionals. The firm has developed a diverse portfolio that includes city residences, suburban homes, and country estates. Its work reflects a strong appreciation for classical traditions, historical styles, regional character, and the unique preferences of its clients. A commitment to artistic integrity and exceptional craftsmanship has fostered long-standing relationships with leading interior designers, landscape architects, engineers, artisans, and builders nationwide.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Our prestigious client is looking for a\u0026amp;nbsp;\u0026lt;strong\u0026gt;Director of Finance\u0026lt;/strong\u0026gt; to oversee all financial functions of the firm.\u0026lt;strong\u0026gt; This is a full-time, on-site position, Monday to Friday, from 9:00 AM to 6:00 PM based in New York City.\u0026lt;/strong\u0026gt;\u0026amp;nbsp;This role reports directly to a Partner, and will be a key participant in firm management, helping to ensure the financial health and well-being of the business. This position offers the opportunity to work amongst a dedicated team of professionals helping to shape the continued future success of the firm. The ideal candidate enjoys working collaboratively and methodically, thrives in a dynamic work environment with the desire for personal growth and career development.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;QUALIITIES AND ATTRIBUTES:\u0026lt;/strong\u0026gt;\u0026lt;br\u0026gt;* Experience working directly with firm leadership, leading teams, building consensus and developing productive, collegial relationships with all colleagues\u0026lt;br\u0026gt;* Strong understanding of project-based financial management (working in phases, hourly billing, reimbursables and consultants etc.)\u0026lt;br\u0026gt;* Strong written and verbal communication skills\u0026lt;br\u0026gt;* Highly organized, proactive, resourceful, and solutions oriented\u0026lt;br\u0026gt;* Strategic thinker with hands on operational skills and the ability to implement solutions from the ground up\u0026lt;br\u0026gt;* A demonstrated passion for collaboration and the ability to deal with challenging situations\u0026lt;br\u0026gt;* Stewardship of resources with the ability to foresee and help mitigate risk\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;RESPONISBILITIES AND DUTIES:\u0026lt;/strong\u0026gt;\u0026lt;br\u0026gt;* Lead firm-wide budgeting, forecasting, financial reporting and cash flow management\u0026lt;br\u0026gt;* Oversee billing, accounts receivable, collections, accounts payable and payroll including knowledge of applicable payroll laws\u0026lt;br\u0026gt;* Lead and manage a team of four\u0026lt;br\u0026gt;* Oversee and implement systems for project budgeting, costing, fee tracking, reporting and financial analysis\u0026lt;br\u0026gt;* Monitor project and firm profitability and key performance indicators (KPIs)\u0026lt;br\u0026gt;* Manage relationships with external accountants, bankers, and insurance providers\u0026lt;br\u0026gt;* Manage relationships with external attorneys\u0026lt;br\u0026gt;* Coordinate tax preparation, compliance, and insurance renewals\u0026lt;br\u0026gt;* Coordinate architectural contracts and proposals\u0026lt;br\u0026gt;* Liaise closely with Partners on partner specific financial matters\u0026lt;br\u0026gt;* Coordinate with the Chair of the Finance Committee and support the financial goals of the firm\u0026lt;br\u0026gt;* Coordinate and partner with Department Directors, especially the Director of Human Resources and the Director of Operations\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;QUALIFICATIONS:\u0026lt;/strong\u0026gt;\u0026lt;br\u0026gt;*\u0026amp;nbsp; Bachelor’s degree (Accounting, Finance or Business Administration). MBA or advanced degree a plus\u0026lt;br\u0026gt;* 10+ years finance experience in a professional services firm in architecture, engineering or consulting industries with a firm size of 50+ employees\u0026lt;br\u0026gt;*\u0026amp;nbsp; Proven managerial experience\u0026lt;br\u0026gt;*\u0026amp;nbsp; Financial systems proficiency (Deltek Vantagepoint or similar)\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;EMPLOYEE BENEFITS:\u0026lt;/strong\u0026gt;\u0026lt;br\u0026gt;Our client offers a wide array of benefits ranging from competitive insurance packages to educational assistance and initiatives. The following sections briefly describe the benefits that are currently available upon employment at the firm.\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li data-start=\u0026quot;175\u0026quot; data-end=\u0026quot;250\u0026quot;\u0026gt;\n\u0026lt;p data-start=\u0026quot;177\u0026quot; data-end=\u0026quot;250\u0026quot;\u0026gt;Company-paid Medical and Dental insurance, plus Vision coverage\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li data-start=\u0026quot;251\u0026quot; data-end=\u0026quot;440\u0026quot;\u0026gt;\n\u0026lt;p data-start=\u0026quot;253\u0026quot; data-end=\u0026quot;440\u0026quot;\u0026gt;Additional benefits including Flexible Spending Account (FSA), Dependent Care Spending Account, Health Savings Account (HSA), Life Insurance, and Disability coverage\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li data-start=\u0026quot;441\u0026quot; data-end=\u0026quot;513\u0026quot;\u0026gt;\n\u0026lt;p data-start=\u0026quot;443\u0026quot; data-end=\u0026quot;513\u0026quot;\u0026gt;401(k) Retirement Plan with company match and profit sharing\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li data-start=\u0026quot;514\u0026quot; data-end=\u0026quot;559\u0026quot;\u0026gt;\n\u0026lt;p data-start=\u0026quot;516\u0026quot; data-end=\u0026quot;559\u0026quot;\u0026gt;Vacation time, PTO, and paid holidays\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li data-start=\u0026quot;560\u0026quot; data-end=\u0026quot;635\u0026quot;\u0026gt;\n\u0026lt;p data-start=\u0026quot;562\u0026quot; data-end=\u0026quot;635\u0026quot;\u0026gt;Regular bi-annual bonuses, as well as referral and spot bonuses\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li data-start=\u0026quot;636\u0026quot; data-end=\u0026quot;692\u0026quot;\u0026gt;\n\u0026lt;p data-start=\u0026quot;638\u0026quot; data-end=\u0026quot;692\u0026quot;\u0026gt;Salaried position with compensation for overtime\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li data-start=\u0026quot;693\u0026quot; data-end=\u0026quot;797\u0026quot;\u0026gt;\n\u0026lt;p data-start=\u0026quot;695\u0026quot; data-end=\u0026quot;797\u0026quot;\u0026gt;Professional Development Days and partial tuition reimbursement for career-enhancing courses\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;SAX Advisory Group, LLC is an equal opportunity employer and encourages candidates from all backgrounds to apply. We value diversity and inclusion in our workplace.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;To All Staffing Agencies: SAX does not utilize third-party firms for any internal or client positions. Please be advised that SAX is not responsible for any fees related to unsolicited resumes. Any unsolicited resumes submitted to SAX will become the property of SAX.\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt;New York Pay Range\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$150,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$180,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4004482009,"name":"Finance","child_ids":[4004483009],"parent_id":null}],"offices":[{"id":4004278009,"name":"New York, NY","location":"New York, New York, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/saxllp/jobs/4279326009","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":true}],"internal_job_id":4164076009,"location":{"name":"Morganville, New Jersey, United States"},"metadata":null,"id":4279326009,"updated_at":"2026-06-09T11:40:40-04:00","requisition_id":"65","title":"Senior Associate— Client Accounting Services (CAS)","company_name":"SAX Advisory Group","first_published":"2026-06-09T11:31:20-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;At Sax Advisory Group, LLC we are driven by our ability to turn every client’s dream into a reality. We are a forward-thinking multi-disciplinary accounting, tax, and advisory firm serving the needs of closely held companies, family-owned businesses, not-for-profit entities, government, and high-net-worth individuals. We are dedicated to providing an environment that offers growth, stability and advancement opportunities, in a team member driven culture where contributions are recognized and rewarded. We have everything you need for a dynamic career!\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;We’re seeking an experienced\u0026lt;strong\u0026gt; Senior Associate \u0026lt;/strong\u0026gt;to join our growing Client Accounting Services (CAS) team. This role is based in our Morganville, NJ office and follows a hybrid work schedule.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Position Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The CAS Senior Accountant owns the monthly close and ongoing accounting operations for a portfolio of closely-held business clients. This role blends hands-on bookkeeping, journal entry review, financial reporting, and client-facing advisory. The Accountant works independently on most engagements, reviews staff-level work, and serves as the day-to-day point of contact for clients on accounting matters.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Key Responsibilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Own the monthly close process for an assigned client portfolio: bank and credit card reconciliations, accruals, prepaids, deferrals, and supporting schedules\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Review and post journal entries (accruals under ASC 450, prepaid amortization under ASC 340, deferred revenue under ASC 606, depreciation under ASC 360)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Categorize and review transactions for accuracy, proper period cutoff, and correct GL coding\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prepare and deliver monthly financial statements and management reporting packages\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage AP and AR workflows, including vendor onboarding, 1099 compliance, and collections support\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Oversee sales tax compliance and reconciliations across applicable states\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Review work prepared by staff accountants and provide coaching and feedback\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Serve as primary client contact for accounting questions, document requests, and close timelines\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prepare year-end books for tax return handoff, including M-1 book/tax difference schedules\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Identify and recommend process improvements and automation opportunities within the client’s accounting stack\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Qualifications:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Required:\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree in Accounting or related field\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;3–7 years of progressive accounting experience, ideally in public accounting or outsourced/CAS environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong working knowledge of GAAP and full-cycle accounting\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in QuickBooks Online and/or QuickBooks Desktop\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience managing multiple client engagements and deadlines simultaneously\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong communication skills for direct client interaction\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Preferred:\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;CPA license or active candidate\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with cloud accounting tools (\u0026lt;a href=\u0026quot;http://bill.com/\u0026quot;\u0026gt;Bill.com\u0026lt;/a\u0026gt;, Ramp, Expensify, Avalara)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with practice management platforms (Double, Karbon, or similar)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exposure to multiple industries and entity types (S-corp, partnership, LLC)\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Core Competencies:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Technical accuracy and attention to detail\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ownership mindset and ability to work independently\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Client service orientation\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Time management across a multi-client workload\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Mentorship and review skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comfort with technology and process automation\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Comprehensive Benefits Package Includes:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul class=\u0026quot;b0003418 _277cc445\u0026quot;\u0026gt;\n\u0026lt;li\u0026gt;Top Tier Health, Dental, \u0026amp;amp; Vision Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Flexible Spending Account (FSA) and Health Savings Accounts (HSA)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Medical and Dependent Care\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Life and Voluntary Life Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Short and Long -Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401k plan with matching contribution\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Defined Contribution Plan (profit sharing)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Customized Work Arrangements\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Floating Holidays and Volunteer PTO\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Unlimited PTO for Managers and Above\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Referral Bonus Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Tuition Reimbursement for Advanced Degree\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Healthy Living Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health \u0026amp;amp; Wellness App Subscription\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;CPA \u0026amp;amp; EA reimbursement for study materials and exam\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;AICPA and CPA State Society membership reimbursement for Managers and above\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;OnDemand access to industry leading CPE courses\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Summer Fridays at 1pm\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;SAX Advisory Group, LLC is an equal opportunity employer and encourages candidates from all backgrounds to apply. We value diversity and inclusion in our workplace.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt;New Jersey Pay Range\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$90,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$95,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4004497009,"name":"Client Accounting Services","child_ids":[],"parent_id":4004495009}],"offices":[{"id":4004683009,"name":"Morganville, NJ","location":"Morganville, New Jersey, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/saxllp/jobs/4264768009","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":true}],"internal_job_id":4154777009,"location":{"name":"New York, New York, United States"},"metadata":null,"id":4264768009,"updated_at":"2026-06-09T11:39:15-04:00","requisition_id":"63","title":"Senior/Supervisor Accountant — Client Accounting Services (CAS)","company_name":"SAX Advisory Group","first_published":"2026-05-29T09:30:15-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;At Sax Advisory Group, LLC we are driven by our ability to turn every client’s dream into a reality. We are a forward-thinking multi-disciplinary accounting, tax, and advisory firm serving the needs of closely held companies, family-owned businesses, not-for-profit entities, government, and high-net-worth individuals. We are dedicated to providing an environment that offers growth, stability and advancement opportunities, in a team member driven culture where contributions are recognized and rewarded. We have everything you need for a dynamic career!\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;We’re seeking an experienced\u0026lt;strong\u0026gt; Senior/Supervisor Accountant \u0026lt;/strong\u0026gt;to join our growing Client Accounting Services (CAS) team. This role is based in our NYC office and follows a hybrid work schedule.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Position Summary:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The CAS Senior/Supervisor Accountant owns the monthly close and ongoing accounting operations for a portfolio of closely-held business clients. This role blends hands-on bookkeeping, journal entry review, financial reporting, and client-facing advisory. The Accountant works independently on most engagements, reviews staff-level work, and serves as the day-to-day point of contact for clients on accounting matters.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Key Responsibilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Own the monthly close process for an assigned client portfolio: bank and credit card reconciliations, accruals, prepaids, deferrals, and supporting schedules\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Review and post journal entries (accruals under ASC 450, prepaid amortization under ASC 340, deferred revenue under ASC 606, depreciation under ASC 360)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Categorize and review transactions for accuracy, proper period cutoff, and correct GL coding\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prepare and deliver monthly financial statements and management reporting packages\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage AP and AR workflows, including vendor onboarding, 1099 compliance, and collections support\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Oversee sales tax compliance and reconciliations across applicable states\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Review work prepared by staff accountants and provide coaching and feedback\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Serve as primary client contact for accounting questions, document requests, and close timelines\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prepare year-end books for tax return handoff, including M-1 book/tax difference schedules\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Identify and recommend process improvements and automation opportunities within the client’s accounting stack\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Qualifications:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Required:\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree in Accounting or related field\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;3–7 years of progressive accounting experience, ideally in public accounting or outsourced/CAS environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong working knowledge of GAAP and full-cycle accounting\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in QuickBooks Online and/or QuickBooks Desktop\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience managing multiple client engagements and deadlines simultaneously\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong communication skills for direct client interaction\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Preferred:\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;CPA license or active candidate\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with cloud accounting tools (\u0026lt;a href=\u0026quot;http://bill.com/\u0026quot;\u0026gt;Bill.com\u0026lt;/a\u0026gt;, Ramp, Expensify, Avalara)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with practice management platforms (Double, Karbon, or similar)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exposure to multiple industries and entity types (S-corp, partnership, LLC)\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Core Competencies:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Technical accuracy and attention to detail\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ownership mindset and ability to work independently\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Client service orientation\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Time management across a multi-client workload\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Mentorship and review skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comfort with technology and process automation\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Comprehensive Benefits Package Includes:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul class=\u0026quot;b0003418 _277cc445\u0026quot;\u0026gt;\n\u0026lt;li\u0026gt;Top Tier Health, Dental, \u0026amp;amp; Vision Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Flexible Spending Account (FSA) and Health Savings Accounts (HSA)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Medical and Dependent Care\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Life and Voluntary Life Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Short and Long -Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401k plan with matching contribution\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Defined Contribution Plan (profit sharing)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Customized Work Arrangements\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Floating Holidays and Volunteer PTO\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Unlimited PTO for Managers and Above\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Referral Bonus Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Tuition Reimbursement for Advanced Degree\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Healthy Living Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health \u0026amp;amp; Wellness App Subscription\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;CPA \u0026amp;amp; EA reimbursement for study materials and exam\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;AICPA and CPA State Society membership reimbursement for Managers and above\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;OnDemand access to industry leading CPE courses\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Summer Fridays at 1pm\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;SAX Advisory Group, LLC is an equal opportunity employer and encourages candidates from all backgrounds to apply. We value diversity and inclusion in our workplace.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt;New York Pay Range\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$95,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$125,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4004497009,"name":"Client Accounting Services","child_ids":[],"parent_id":4004495009}],"offices":[{"id":4004278009,"name":"New York, NY","location":"New York, New York, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/saxllp/jobs/4268817009","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":true}],"internal_job_id":4156980009,"location":{"name":"United States"},"metadata":null,"id":4268817009,"updated_at":"2026-06-11T15:38:36-04:00","requisition_id":"64","title":"Tax Manager - Construction","company_name":"SAX Advisory Group","first_published":"2026-06-02T13:24:57-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;At Sax Advisory Group, LLC we are driven by our ability to turn every client’s dream into a reality. We are a forward-thinking multi-disciplinary accounting, tax, and advisory firm serving the needs of closely held companies, family-owned businesses, not-for-profit entities, government, and high-net-worth individuals. We are dedicated to providing an environment that offers growth, stability and advancement opportunities, in a team member driven culture where contributions are recognized and rewarded. We have everything you need for a dynamic career!\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;We\u0026#39;re seeking an experienced \u0026lt;strong\u0026gt;Tax Manager\u0026lt;/strong\u0026gt; with a strong background in the \u0026lt;strong\u0026gt;Construction Industry\u0026lt;/strong\u0026gt; to join our growing Tax practice. \u0026lt;em\u0026gt;This is 100% remote based in the U.S. if not living near the NJ/NYC offices.\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Summary:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;This individual will manage client relationships, lead complex engagements, and serve as a technical resource for construction‑focused tax matters. The ideal candidate brings deep industry knowledge, strong leadership skills, and a passion for delivering exceptional client service.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Key Responsibilities:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span data-url=\u0026quot;ca://s?q=Tell_me_more_about_managing_client_engagements\u0026quot;\u0026gt;Manage client engagements\u0026lt;/span\u0026gt; — Oversee tax compliance and consulting projects for construction clients, including contractors, developers, and specialty trade firms.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span data-url=\u0026quot;ca://s?q=Explain_complex_tax_return_review\u0026quot;\u0026gt;Review complex tax returns\u0026lt;/span\u0026gt; — Lead the preparation and review of federal, state, and local tax filings, including partnerships, S‑corps, and multi‑state entities.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span data-url=\u0026quot;ca://s?q=Construction_tax_guidance\u0026quot;\u0026gt;Provide industry‑specific tax guidance\u0026lt;/span\u0026gt; — Advise clients on construction‑related tax matters such as percentage‑of‑completion, job costing, revenue recognition, and state nexus.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span data-url=\u0026quot;ca://s?q=How_to_lead_and_mentor_staff\u0026quot;\u0026gt;Lead and mentor staff\u0026lt;/span\u0026gt; — Supervise seniors and associates, provide coaching, and support professional development.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span data-url=\u0026quot;ca://s?q=Business_development_in_tax\u0026quot;\u0026gt;Support business development\u0026lt;/span\u0026gt; — Participate in proposals, client presentations, and relationship‑building initiatives.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span data-url=\u0026quot;ca://s?q=Tax_quality_control\u0026quot;\u0026gt;Ensure compliance and quality\u0026lt;/span\u0026gt; — Maintain high standards of technical accuracy, documentation, and adherence to firm policies.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;span style=\u0026quot;font-size: 10pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Qualifications:\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Bachelor’s degree in Accounting; CPA or EA license is preferred\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;6+ years of public accounting experience, with significant exposure to construction clients\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Strong understanding of construction‑specific tax issues.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Proven ability to manage multiple engagements and deadlines\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Excellent communication and client‑facing skills\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Experience supervising and developing staff\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Comprehensive Benefits Package Includes\u0026lt;br\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Top Tier Health, Dental, \u0026amp;amp; Vision Plans\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Flexible Spending Account (FSA) and Health Savings Accounts (HSA)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Medical and Dependent Care\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Life and Voluntary Life Insurance\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Short and Long -Term Disability Insurance\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;401k plan with matching contribution\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Defined Contribution Plan (profit sharing)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Customized Work Arrangements\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Floating Holidays and Volunteer PTO\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Unlimited PTO for Managers and Above\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Referral Bonus Program\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Tuition Reimbursement for Advanced Degree\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Healthy Living Reimbursement Program\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Health \u0026amp;amp; Wellness App Subscription\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;CPA \u0026amp;amp; EA reimbursement for study materials and exam\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;AICPA and CPA State Society membership reimbursement for Managers and above\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;OnDemand access to industry leading CPE courses\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Summer Fridays at 1pm\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;SAX Advisory Group, LLC is an equal opportunity employer and encourages candidates from all backgrounds to apply. We value diversity and inclusion in our workplace.\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt;New Jersey Pay Range\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$130,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$150,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt;New York Pay Range\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$130,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$150,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4004476009,"name":"Tax","child_ids":[4004500009,4004501009],"parent_id":null}],"offices":[{"id":4004280009,"name":"United States","location":"United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/saxllp/jobs/4112041009","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":true}],"internal_job_id":4076348009,"location":{"name":"United States"},"metadata":null,"id":4112041009,"updated_at":"2026-05-04T10:50:21-04:00","requisition_id":"50","title":"Tax Manager, Federal Tax Credits \u0026 Incentives","company_name":"SAX Advisory Group","first_published":"2026-01-26T15:45:38-05:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;At Sax Advisory Group, LLC we are driven by our ability to turn every client’s dream into a reality. We are a forward-thinking multi-disciplinary accounting, tax, and advisory firm serving the needs of closely held companies, family-owned businesses, not-for-profit entities, government, and high-net-worth individuals. We are dedicated to providing an environment that offers growth, stability and advancement opportunities, in a team member driven culture where contributions are recognized and rewarded. We have everything you need for a dynamic career!\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p\u0026gt;SAX Advisory Group LLC, a Top 100 global accounting firm, is looking for a full-time\u0026amp;nbsp;\u0026lt;strong\u0026gt;Tax Manager\u0026lt;/strong\u0026gt; to support the continued growth of our Federal Tax Credits \u0026amp;amp; Incentives practice. \u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;This is 100% remote based in the U.S. if not living near the NJ/NYC offices.\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Responsibilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Lead and oversee engagement teams, ensuring high-quality deliverables and timely completion of projects.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Conduct and oversee tax research to support R\u0026amp;amp;D credit positions and compliance requirements.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Serve as a key point of contact for clients, providing guidance and maintaining strong client relationships.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Qualifications:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Candidates must have at least 5 years of experience managing R\u0026amp;amp;D Tax Credit engagements including identifying, gathering, documenting, and defending R\u0026amp;amp;D tax credit claims in the Aerospace \u0026amp;amp; Defense industry; the Life Science industry; the Food Science / Bio-Flavoring industry; the Robotics industry; the Software Development industry; and the Manufacturing industry.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A Bachelor’s degree in Accounting is required, with a Master’s degree in Taxation preferred; or a Law degree, with an LLM in Taxation preferred.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong Tax research skills required to analyze statutory, administrative, and judicial interpretations affecting tax return filling positions.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong verbal and written communication skills with the ability to manage in-office and remote engagement teams.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to successfully work both independently and as part of larger engagement team.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Comprehensive Benefits Package Includes:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Top Tier Health, Dental, \u0026amp;amp; Vision Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Flexible Spending Account (FSA) and Health Savings Accounts (HSA)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Medical and Dependent Care\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Life and Voluntary Life Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Short and Long -Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401k plan with matching contribution\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Defined Contribution Plan (profit sharing)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Customized Work Arrangements\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Floating Holidays and Volunteer PTO\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Unlimited PTO for Managers and Above\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Referral Bonus Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Tuition Reimbursement for Advanced Degree\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Healthy Living Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health \u0026amp;amp; Wellness App Subscription\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;CPA \u0026amp;amp; EA reimbursement for study materials and exam\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;AICPA and CPA State Society membership reimbursement for Managers and above\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;OnDemand access to industry leading CPE courses\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Summer Fridays at 1pm\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;SAX Advisory Group, LLC is an equal opportunity employer and encourages candidates from all backgrounds to apply. We value diversity and inclusion in our workplace.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt;New York Pay Range\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$120,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$150,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4004476009,"name":"Tax","child_ids":[4004500009,4004501009],"parent_id":null}],"offices":[{"id":4004280009,"name":"United States","location":"United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/saxllp/jobs/4259823009","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":true}],"internal_job_id":4152025009,"location":{"name":"Morganville, New Jersey, United States"},"metadata":null,"id":4259823009,"updated_at":"2026-06-09T11:38:25-04:00","requisition_id":"62","title":"Tax Manager - Generalist","company_name":"SAX Advisory Group","first_published":"2026-05-27T09:11:13-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div class=\u0026quot;content-intro\u0026quot;\u0026gt;\u0026lt;p\u0026gt;At Sax Advisory Group, LLC we are driven by our ability to turn every client’s dream into a reality. We are a forward-thinking multi-disciplinary accounting, tax, and advisory firm serving the needs of closely held companies, family-owned businesses, not-for-profit entities, government, and high-net-worth individuals. We are dedicated to providing an environment that offers growth, stability and advancement opportunities, in a team member driven culture where contributions are recognized and rewarded. We have everything you need for a dynamic career!\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;p data-start=\u0026quot;318\u0026quot; data-end=\u0026quot;684\u0026quot;\u0026gt;We are actively seeking an experienced, client-focused\u0026lt;strong\u0026gt; Tax Manager, Generalist\u0026lt;/strong\u0026gt; to join our growing practice in the Morganville, NJ office. This role follows a hybrid work schedule. The ideal candidate is a well-rounded tax generalist with strong technical knowledge across multiple tax return types and a proven ability to manage client engagements, review complex returns, and support team development.\u0026lt;/p\u0026gt;\n\u0026lt;p data-start=\u0026quot;686\u0026quot; data-end=\u0026quot;713\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p data-start=\u0026quot;686\u0026quot; data-end=\u0026quot;713\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;686\u0026quot; data-end=\u0026quot;711\u0026quot;\u0026gt;Key Responsibilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul data-start=\u0026quot;714\u0026quot; data-end=\u0026quot;1573\u0026quot;\u0026gt;\n\u0026lt;li data-start=\u0026quot;714\u0026quot; data-end=\u0026quot;805\u0026quot;\u0026gt;\n\u0026lt;p data-start=\u0026quot;716\u0026quot; data-end=\u0026quot;805\u0026quot;\u0026gt;Manage and review a variety of tax engagements, with a primary focus on business returns and some individual returns.\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li data-start=\u0026quot;806\u0026quot; data-end=\u0026quot;1008\u0026quot;\u0026gt;\n\u0026lt;p data-start=\u0026quot;808\u0026quot; data-end=\u0026quot;885\u0026quot;\u0026gt;Review and oversee preparation of federal and state tax returns.\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li data-start=\u0026quot;888\u0026quot; data-end=\u0026quot;913\u0026quot;\u0026gt;Provide technical guidance on tax compliance, planning strategies, and industry best practices.\u0026lt;/li\u0026gt;\n\u0026lt;li data-start=\u0026quot;1109\u0026quot; data-end=\u0026quot;1216\u0026quot;\u0026gt;\n\u0026lt;p data-start=\u0026quot;1111\u0026quot; data-end=\u0026quot;1216\u0026quot;\u0026gt;Serve as a primary point of contact for clients, ensuring exceptional service and timely communication.\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li data-start=\u0026quot;1217\u0026quot; data-end=\u0026quot;1287\u0026quot;\u0026gt;\n\u0026lt;p data-start=\u0026quot;1219\u0026quot; data-end=\u0026quot;1287\u0026quot;\u0026gt;Supervise, mentor, and develop junior staff and senior associates.\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li data-start=\u0026quot;1288\u0026quot; data-end=\u0026quot;1375\u0026quot;\u0026gt;\n\u0026lt;p data-start=\u0026quot;1290\u0026quot; data-end=\u0026quot;1375\u0026quot;\u0026gt;Assist with tax research and provide recommendations to resolve complex tax issues.\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li data-start=\u0026quot;1376\u0026quot; data-end=\u0026quot;1476\u0026quot;\u0026gt;\n\u0026lt;p data-start=\u0026quot;1378\u0026quot; data-end=\u0026quot;1476\u0026quot;\u0026gt;Facilitate workflow management, including planning, budgeting, and meeting engagement deadlines.\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p data-start=\u0026quot;1575\u0026quot; data-end=\u0026quot;1596\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p data-start=\u0026quot;1575\u0026quot; data-end=\u0026quot;1596\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;1575\u0026quot; data-end=\u0026quot;1594\u0026quot;\u0026gt;Qualifications:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul data-start=\u0026quot;1597\u0026quot; data-end=\u0026quot;2144\u0026quot;\u0026gt;\n\u0026lt;li data-start=\u0026quot;1597\u0026quot; data-end=\u0026quot;1692\u0026quot;\u0026gt;\n\u0026lt;p data-start=\u0026quot;1599\u0026quot; data-end=\u0026quot;1692\u0026quot;\u0026gt;Bachelor’s degree in Accounting, Finance, or related field; Master’s in Taxation preferred.\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;CPA or EA certification preferred.\u0026lt;/li\u0026gt;\n\u0026lt;li data-start=\u0026quot;1725\u0026quot; data-end=\u0026quot;1829\u0026quot;\u0026gt;\n\u0026lt;p data-start=\u0026quot;1727\u0026quot; data-end=\u0026quot;1829\u0026quot;\u0026gt;5+ years of public accounting experience.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li data-start=\u0026quot;1830\u0026quot; data-end=\u0026quot;1933\u0026quot;\u0026gt;\n\u0026lt;p data-start=\u0026quot;1832\u0026quot; data-end=\u0026quot;1933\u0026quot;\u0026gt;Strong technical tax knowledge across individual, corporate (C \u0026amp;amp; S Corp), and partnership taxation.\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li data-start=\u0026quot;1934\u0026quot; data-end=\u0026quot;1988\u0026quot;\u0026gt;\n\u0026lt;p data-start=\u0026quot;1936\u0026quot; data-end=\u0026quot;1988\u0026quot;\u0026gt;Demonstrated experience reviewing complex returns.\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li data-start=\u0026quot;1989\u0026quot; data-end=\u0026quot;2057\u0026quot;\u0026gt;\n\u0026lt;p data-start=\u0026quot;1991\u0026quot; data-end=\u0026quot;2057\u0026quot;\u0026gt;Excellent organizational, supervisory, and communication skills.\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li data-start=\u0026quot;2058\u0026quot; data-end=\u0026quot;2144\u0026quot;\u0026gt;\n\u0026lt;p data-start=\u0026quot;2060\u0026quot; data-end=\u0026quot;2144\u0026quot;\u0026gt;Ability to manage multiple engagements and priorities in a fast-paced environment.\u0026lt;/p\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Comprehensive Benefits Package includes:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Top Tier Health, Dental, \u0026amp;amp; Vision Plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Flexible Spending Account (FSA) and Health Savings Accounts (HSA)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Medical and Dependent Care\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Life and Voluntary Life Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Short and Long -Term Disability Insurance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;401k\u0026amp;nbsp;plan with matching contribution\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Defined Contribution Plan\u0026amp;nbsp;(profit sharing)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Customized Work Arrangements\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Floating Holidays and Volunteer PTO\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Unlimited PTO for Managers and Above\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Referral Bonus Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Tuition Reimbursement for Advanced Degree\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Healthy Living Reimbursement Program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Health \u0026amp;amp; Wellness App Subscription\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;CPA\u0026amp;nbsp;\u0026amp;amp; EA reimbursement for study materials and exam\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;AICPA and CPA State Society membership reimbursement for Managers and above\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;OnDemand access to industry leading CPE courses\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Summer Fridays at 1pm\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;\u0026lt;strong\u0026gt;Please note: Applicants must have full‑time U.S. work authorization and not require sponsorship now or in the future.\u0026lt;/strong\u0026gt;\u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;SAX Advisory Group, LLC is an equal opportunity employer and encourages candidates from all backgrounds to apply. We value diversity and inclusion in our workplace.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-pay-transparency\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt;New Jersey Pay Range\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$120,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$150,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-input\u0026quot;\u0026gt;\u0026lt;div class=\u0026quot;title\u0026quot;\u0026gt;New York Pay Range\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;pay-range\u0026quot;\u0026gt;\u0026lt;span\u0026gt;$120,000\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;divider\u0026quot;\u0026gt;\u0026amp;mdash;\u0026lt;/span\u0026gt;\u0026lt;span\u0026gt;$150,000 USD\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4004476009,"name":"Tax","child_ids":[4004500009,4004501009],"parent_id":null}],"offices":[{"id":4004683009,"name":"Morganville, NJ","location":"Morganville, New Jersey, United States","child_ids":[],"parent_id":null}]}],"meta":{"total":9}}