Teams at SAX LLP

The Client Relationship Associate supports Sax Wealth Advisors by delivering exceptional client service, managing client onboarding processes, and assisting in personalized financial planning and operations.

Manage monthly close and ongoing accounting operations for a portfolio of closely-held clients: reconciliations, journal entries, financial statements, AP/AR, sales tax, year-end prep, staff review, client communication, and process improvement/automation recommendations.

The Director of Finance will lead financial functions including budgeting, forecasting, reporting, cash flow management, and team management within a professional services firm.