Pick the position you are interested in. Each application is for one position — if more than one fits you, tell us in the final question.
As a Payroll Specialist, you'll ensure timely and compliant payroll for over 100 client entities, while delivering an experience that brings confidence and peace of mind. Your work will involve Payroll Relief, OnPay, and various federal and state filing platforms. This is a highly client-facing, detail-focused role that supports small business clients with a range of pay frequencies and compliance needs.
We are seeking an Investment Operations Specialist to join our firm and help us expand our wealth management services. In this role, you will play a crucial part in ensuring the success of our clients by accurately processing their investment paperwork and maintaining compliance with regulations.
As a QuickBooks & Accounting Specialist, you will play a key role in delivering consistent, accurate bookkeeping and client support using QuickBooks Online and integrated apps. You will manage daily financial data, respond to client needs, assist with compliance filings, and help prepare businesses for year-end tax readiness — all while creating peace of mind and upholding our five-star service standard.
