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Overview
SAX offers accounting, tax and advisory services to privately held companies, family-owned businesses, not-for-profits and high-net-worth individuals. It delivers audits, tax planning, advisory and wealth-management services through a Client Service Delivery Model across SAX LLP, SAX Advisory Group LLC and affiliates, with offices in Parsippany, Ewing, Morganville and New York City. The firm combines accounting, tax and advisory expertise in a multidisciplinary team to provide integrated, client-specific solutions that aim to turn clients' visions into reality. Its 65-year history, broad geographic presence and client-centric approach differentiate SAX from competitors; securities are offered through Finalis Securities LLC, with Sax Capital Advisors as a separate entity.
About SAX
Industries
Consulting
Financial Services
Company Size
201-500
Company Stage
N/A
Total Funding
N/A
Headquarters
Parsippany-Troy Hills, New Jersey
Founded
1956
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Simplify's Take
What believers are saying
- SAX can cross-sell turnaround, lender, and M&A services into consumer products.[2]
- Sierra boosted wealth management AUM beyond $4.5 billion.[7]
- Six acquisitions in nine months accelerate geographic and capability expansion.[4]
What critics are saying
- Rapid integrations can disrupt delivery and trigger partner departures after multiple deals.[2][4]
- Competitors can copy software-led advisory, weakening SAX’s differentiation and pricing power.[2]
- Acquisition-heavy growth can outpace controls, causing quality issues and slowing future deals.[4]
What makes SAX unique
- SAX combines accounting, tax, advisory, and wealth management under one platform.[1][5]
- CoMetrics adds proprietary real-time analytics for consumer product clients.[2][3]
- FAZ Forensics expands SAX into forensic accounting, valuation, and litigation support.[3][6]
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Benefits
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
Health Savings Account/Flexible Spending Account
401(k) Retirement Plan
401(k) Company Match
Profit Sharing
Flexible Work Hours
Hybrid Work Options
Remote Work Options
Unlimited Paid Time Off
Paid Vacation
Paid Sick Leave
Paid Holidays
Employee Referral Bonus
Tuition Reimbursement
Wellness Program
Professional Certification Support
Training Programs
Conference Attendance Budget
Growth & Insights and Company News
6 month growth
↑ 20%1 year growth
↑ 20%2 year growth
↑ 20%Sax - Accounting for the Future. With a forward-thinking mindset in a fast-changing world, we provide innovative strategies and advisory services that equip you to build a brighter future.
Sax - Accounting for the Future. With a forward-thinking mindset in a fast-changing world, we provide innovative strategies and advisory services that equip you to build a brighter future.
Sax - Accounting for the Future. With a forward-thinking mindset in a fast-changing world, we provide innovative strategies and advisory services that equip you to build a brighter future.
Sax - Accounting for the Future. With a forward-thinking mindset in a fast-changing world, we provide innovative strategies and advisory services that equip you to build a brighter future.
SAX is Hiring for 5 Jobs on Simplify!
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About SAX
Industries
Consulting
Financial Services
Company Size
201-500
Company Stage
N/A
Total Funding
N/A
Headquarters
Parsippany-Troy Hills, New Jersey
Founded
1956
SAX is Hiring for 5 Jobs on Simplify!
Find jobs on Simplify and start your career today