Jobs at Charles IT

Lead month-end, quarter, and year-end close; review journals and reconciliations; prepare financial statements and variance analysis; manage audits; oversee balance sheet and working capital; improve accounting processes; and coach an accounting team while partnering cross-functionally on accounting matters.

The IT Project Engineer will lead technical projects, manage client relationships, provide post-go-live support, and collaborate with vendors to meet project goals.

Provide field and escalation support for clients: troubleshoot end-user issues; support Windows Server, Office 365/Exchange, SQL, SharePoint; manage VMware/Hyper-V virtual environments; maintain backup/DR solutions; configure network devices (routers, firewalls, WAN/LAN); communicate ticket updates; document processes and log work in ConnectWise.

Manage and conduct compliance assessments, write and maintain policies and SOPs, set up clients in GRC platforms, identify and remediate gaps across frameworks (SOC 2, NIST, HIPAA, CMMC, NYDFS), coordinate audits and evidence collection, manage projects and client relationships, and mentor junior staff.

Design, implement, and support cloud and on-premises infrastructure; troubleshoot end-user issues; maintain Windows, Office 365/Exchange, SQL, SharePoint, VMware/Hyper-V, network devices, and backup/DR solutions; document systems and tickets in ConnectWise; coordinate with vendors and communicate status to clients.

The Client Development Manager leads the vCIO team, ensuring high-quality strategic advisory services, coaching vCIOs, and monitoring client retention metrics while improving processes and collaboration.

Manage and maintain compliance programs by conducting framework and risk assessments, writing and updating policies/SOPs, configuring GRC platforms, coordinating audits, driving remediation, and supporting clients and internal teams on compliance tasks and projects.

Provide presales Operational Maturity Level assessments, architect and design technical solutions, create client roadmaps and estimates, support account management with technical vision, serve as SME for Charles IT services, and assist with time-sensitive implementations and client delivery.

Lead and execute technical IT projects from kickoff through post-go-live support. Perform hands-on engineering for hypervisor, email, server, network, and office build-out migrations. Coordinate with clients, vendors, and internal teams, maintain documentation, provide status updates, record time in ConnectWise, and participate in continuous improvement and post-implementation stabilization.

Part-time administrative intern supporting office operations: run errands and interoffice mail, restock supplies, assist events, manage vehicle scheduling, learn ticketing system, and provide ad-hoc project support.

The Technical Account Manager serves as the primary client liaison, managing technical escalations and ensuring successful project delivery while mentoring the technical team and developing client best practices.