Sr. Treasury Management Sales Officer - To 110K + Bonus - Deerfield, IL

A&L Financial Services is a family-owned, full-service tax and accounting firm located in Livermore, CA, just off Isabel Avenue near I-580. We’ve been in business for over 50 years and specialize in personal, business, & trust/estate income tax work. We are a small firm with two Enrolled Agents on staff, two year-round administrative staff members, and five seasonal administrative employees. We are seeking an experienced Enrolled Agent or CPA who can prepare Forms 1040, 1120, 1120-S, & 1041 with limited guidance. We process most of our clients during the regular February–April filing season, and we strive to avoid extensions whenever possible. It’s a fast-paced environment during these three months. We also have some limited work available outside of the regular tax season, so a part-time offseason position is a possibility. Many of our clients have been with us for 30-50 years, so a high level of customer service is expected in person, over the phone, and by email. We process most of our work via drop-off, and we also host several in-person appointments. Compensation is commission-based, with a rate depending on experience. We expect you to work a minimum of 40 hours per week during tax season, with opportunities for up to 60 hours per week. Please be prepared to discuss your availability for overtime, as this will help us hire staff accordingly. Job Functions: - Interview clients over the phone or in person during initial document intake - Prepare individual tax returns of varying complexity including Schedules A, B, C, D, E, & F - Handle Forms 1095-A, K-1, perform 1031 exchanges, claim EIC, Education, & Energy tax credits - Ability to notice inconsistencies and missing items in client submissions - Prepare Estimated Taxes and perform basic forward-looking tax planning - Prepare business tax returns 1120, 1120-S, & 1065 from a Profit & Loss and Balance Sheet - Prepare Schedule L & K1 for all business types - Track Shareholder or Partner Basis on Business and Personal returns - Utilize Pass-Through Entity Tax Elections when applicable - Review and make small adjustments to Clients accounting as necessary - Follow firm procedures and workflows to maintain quality and consistency - Adhere to Circular 230 standards for ethical tax practice - Independently research tax issues and develop practical solutions Qualifications - Minimum 5 years of experience in individual and business income tax preparation (10+ years preferred) - Active Enrolled Agent or CPA certification required - College degree preferred but not required - We do not have CPA specific tasks, so tax knowledge is highly favored over audit / accounting - High level of professionalism and customer service, both in person and via phone/email - Familiarity with UltraTax CS, QuickBooks, and ShareFile (or equivalent platforms) is a plus - Experience with trust tax returns (Form 1041) is a plus but not required Our official start date is Late January, but we would like you to come in to prepare a few returns during the extension season in September / October to familiarize yourself with our office and staff to ensure a smooth season for everyone next year. If you’re a great fit this tax season, we’ll be happy to have you return in future years. To apply, please email your resume along with a brief introduction. Be sure to include any professional references from previous employers or clients. We look forward to hearing from you!

Commercial Loan Underwriter – To $115K – West Hollywood, CA – Job # 3213 Who We Are The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves! We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you. The Position Our bank client is seeking to file a Commercial Loan Underwriter role in the West Hollywood, CA market. The successful candidate will be responsible for preparing written, in-depth, credit analysis for commercial loans. The candidate will analyze financial information and underwrite the creditworthiness of borrowers to ensure compliance with loan policy and all regulatory laws and regulations. This position offers a generous salary of up to $115K and full benefits package. Commercial Loan Underwriter responsibilities include: Managing loan underwriting process by underwriting, processing, and coordinating the closing of business loans in compliance with the Bank’s lending policies and procedures, and federal & state regulations. Collecting and analyzing financial data, financial condition, and level of risk related to various types of borrowing entities and individuals including financial statement analysis, collateral evaluations, trend analysis ratio, and industry analysis. Performing commercial real estate loan stress tests. Preparing written summary of loan terms and conditions and a written narrative explaining the business background, outlining risk factors, and justifying assigned risk rating Conducting a thorough review of balance sheets, income statements, cash flow statements, tax returns, business plans, and projections presented by applicants to assess their ability to generate income sufficient to repay existing and proposed debt. Identifying risks and assisting in structuring loans to mitigate risks. Assigning appropriate risk ratings. Monitoring loan repayment activities and take necessary action to collect on loan payments past due or matured loans. Preparing documentation needed to obtain approvals as appropriate. Interacting with account officers to negotiate loan terms and following up on information required to make decisions on the application. Complying with all bank policies, procedures, state and federal banking laws, and regulations. Serving on task forces and committees as assigned. Who Are You? You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future. You also bring the following skills and experience: Bachelor’s degree in business administration, finance, accounting, or economics. Five or more years’ experience in Commercial Banking / Lending. Experience with cash flow analysis, ratio analysis, and projections is required. Strong knowledge of real estate appraisal techniques, field audit examination techniques, and commercial banking regulations required. Formal bank commercial credit training is a plus. Must have strong knowledge of Word, Excel, Sage works, Outlook, and other bank information systems as required. Solid qualitative and quantity analytical skills required. Excellent analytical, conceptual, writing, and communication skills. Possesses strong organizational skills and can work with limited supervision. Existing knowledge of assigned marketplace preferred. The next step is yours. Email us your current resume along with the position you are considering to: resumes@symicorgroup.com

Accounts Payable Representative Location: Brooklyn, NY (Onsite) Schedule: Monday–Friday | 8:30 AM – 4:30 PM (Flexible) Department: Finance Salary: $50,000 – $55,000 annually Key Responsibilities: Maintain accurate and up-to-date accounts payable records Organize and streamline accounts payable operations and accounting transactions Ensure timely and accurate vendor payments aligned with company policies and accounting standards Review and verify all invoices, receipts, and purchase orders before voucher preparation Prepare checks for vendors and other payable expenses Assist with audit preparation related to the accounts payable cycle Monitor and report on budget vs. actual expenses across the organization Oversee, distribute, and reconcile petty cash for each department/unit Assist in preparing expense reports and reports for funding agencies Support special projects as needed Qualifications: Bachelor’s degree in Accounting or a related field Minimum of 3 years’ experience in accounts payable Strong attention to detail and organizational skills Ability to work independently and meet deadlines Proficiency in accounting software and Microsoft Office 📨 To apply, please send your resume to: mfesinstine@phaxis.com An Equal Employment Opportunity Employer

Founded in 1937, Advancial Federal Credit Union has emerged as a leading financial institution committed to enhancing the lives of its members through innovative, member-centric services. At Advancial, we pride ourselves on our dedication to creating lasting value through superior service, quality products, and a strong sense of community.   As a Member Services Representative II, you will play a crucial role in our commitment to exceptional service. You will be the first point of contact for members, assisting them with their daily credit union needs, and providing them with the information they require regarding their accounts and our wide range of products.   Working at Advancial means more than just having a job; it means being a part of a community where your contributions are valued and where you can develop your career in a supportive environment. We have been recognized as a Best Company to Work for in Texas for nine consecutive years, and we strive to maintain this positive and fulfilling workplace.   This position is located in our Edmond, OK Branch.   Key Responsibilities: Serve as a liaison between members and the Credit Union, providing information regarding accounts and services. Perform routine transactions including deposits, withdrawals, and loan payments. Open and maintain accounts, ensuring compliance with policies and procedures. Conduct interviews for loan applicants and process applications, analyzing credit history and background information. Cross-sell various credit union products and services to enhance member satisfaction and loyalty. Assist members with electronic services and promote features such as online banking. Balance cash drawers and ensure all transactions are accurately recorded.   Compensation: The pay range for this position is $16.39- $20.49 per hour, based on experience. Requirements Qualifications: High School diploma or equivalent required. Minimum of one year of experience in a similar role or in customer service. Strong communication and interpersonal skills. Ability to analyze member needs and provide appropriate solutions. Proficiency in relevant software applications and technology with a willingness to learn new systems. Demonstrated commitment to outstanding service and teamwork. Advancial Federal Credit Union is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Growing construction company based in Long Island City is seeking a highly organized and detail-oriented Part-Time Bookkeeper & Financial Coordinator. We specialize in commercial interior build-outs for fitness, retail, and office spaces across NYC. This is a hands-on role working directly with the company President and has the potential to grow into a full-time position. Responsibilities: -Bookkeeping using QuickBooks -Track costs and categorize expenses per project -Reconcile credit card and bank statements -Generate client invoices and track receivables -Collect and manage COIs from subcontractors and vendors -Assist with annual insurance audits —Track tasks assigned by the President and follow up with internal team members -Provide general administrative support and maintain clean digital files Qualifications: -3+ years bookkeeping or financial admin experience (construction preferred) -Strong QuickBooks and Excel skills -Comfortable tracking project-level budgets and job costs -Highly organized, reliable, and able to follow through -Experience with COI tracking and insurance audits is a plus -Familiarity with AIA billing or Procore is a bonus Details: Location: Long Island City, Queens Hours: ~20 hrs/week to start Compensation: Based on experience Potential: Growth into a full-time operations/financial role. To Apply: Please reply with your resume, hourly rate expectation, and a brief note about your experience with project cost tracking or working in construction.

Personal Banker – To $60K – Roselle, IL – Job # 3251 Who We Are The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves! We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you. The Position Our community bank client is seeking to fill a Personal Banker role in the Roselle, IL market. The successful candidate will be performing all customer service functions while maintaining positive relationships with coworkers and customers. The position includes a generous salary of up to $60k plus incentives and an excellent benefits program. Personal Banker responsibilities include: Managing customer accounts. Opening, closing, and overseeing all transactions. Managing loan pipeline, understanding loan documentation, and following through to obtain all required documentation from members. Communicating with customers and resolving basic inquiries for deposit and basic loan questions. Performing account maintenance for customers who are interested in other banking products. Ensuring the customer’s needs are achieved by conducting a thorough financial needs assessment and offering the most appropriate products and services. Accepting and inputting loan applications to assist customers in completing the loan process and helping to obtain the required documentation. Processing additional functions including detailed reporting as assigned. Providing solutions to customers regarding financial products and services. Developing and maintaining a working knowledge of all Banks’ products and services. Escalating issues to supervisor when necessary. Assisting management in training and mentoring less experienced personal financial officers. Performing other duties as assigned. Who Are You? You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future. You also bring the following skills and experience: High School Diploma or equivalent. Two years of experience in customer service or comparable positions. Experience in loan sales, application generation, and loan closing experience at a financial institution. Previous experience in understanding and explaining credit bureau reports, liaising with members in satisfying loan stipulations, scheduling closings, and processing loan documents. Successful ability to sell ancillary insurance products. Ability to build positive relationships within the bank and capable of establishing professional expertise through integrity, dedication, and strategic counsel. Strong written and oral communication skills; must be able to convey complex concepts in a clear and concise manner. The next step is yours. Email us your current resume along with the position you are considering to: resumes@symicorgroup.com