R. Garcia Tax & Accounting Svcs LLC

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• Intuit

  

  Tax Accountant – Retail Location

  1 day ago

  NEW YORK

  Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Experts – Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Expert – Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. You will serve customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You Will Do: • Be a Proactive Community Ambassador, • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable., • Provide Tax Expertise, • Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • Deliver a Best in Class Customer Experience, • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools., • Address client inquiries while helping them overcome tax-related challenges. Who You Are: Key Qualifications: • You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and active Preparer Tax Identification Number (PTIN)., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230., • Have full availability for a flexible 25–34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons., • Enjoys working in a collaborative team setting, and treats co-workers with respect., • Values a culture of feedback and continuous improvement., • Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues., • Committed to a culture of continuous improvement through actively soliciting and responding to feedback., • Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment., • Interest in building a local and online social presence as a TurboTax associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies., • Bilingual (English/Spanish) communication skills are a plus., • Experience in holistic tax advisory services beyond tax filing. Attributes and skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Excited to be showcased as a Tax Expert – Retail On-Site in local and national marketing efforts., • Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: California $32.50 - $36.00 Colorado $31.00 - $34.50 Hawaii $32.50 - $36.00 Illinois $31.00 - $34.50 Maryland $31.00 - $34.50 Massachusetts $32.50 - $36.00 Minnesota $28.00 - $31.00 New Jersey $32.50 - $36.00 New York $32.50 - $36.00 Ohio $28.00 - $ $31.00 Vermont $31.00 - $34.50 Washington $32.50 - $36.00 Washington DC $31.00 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

• Intuit

  

  Licensed Tax Accountant – In-Store

  2 days ago

  NEW YORK

  Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Experts – Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Expert – Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. You will serve customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You Will Do: • Be a Proactive Community Ambassador, • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable., • Provide Tax Expertise, • Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • Deliver a Best in Class Customer Experience, • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools., • Address client inquiries while helping them overcome tax-related challenges. Who You Are: Key Qualifications: • You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and active Preparer Tax Identification Number (PTIN)., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230., • Have full availability for a flexible 25–34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons., • Enjoys working in a collaborative team setting, and treats co-workers with respect., • Values a culture of feedback and continuous improvement., • Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues., • Committed to a culture of continuous improvement through actively soliciting and responding to feedback., • Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment., • Interest in building a local and online social presence as a TurboTax associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies., • Bilingual (English/Spanish) communication skills are a plus., • Experience in holistic tax advisory services beyond tax filing. Attributes and skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Excited to be showcased as a Tax Expert – Retail On-Site in local and national marketing efforts., • Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: California $32.50 - $36.00 Colorado $31.00 - $34.50 Hawaii $32.50 - $36.00 Illinois $31.00 - $34.50 Maryland $31.00 - $34.50 Massachusetts $32.50 - $36.00 Minnesota $28.00 - $31.00 New Jersey $32.50 - $36.00 New York $32.50 - $36.00 Ohio $28.00 - $ $31.00 Vermont $31.00 - $34.50 Washington $32.50 - $36.00 Washington DC $31.00 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

• Intuit

  

  Tax Accountant - In-Store

  1 day ago

  NEW YORK

  Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Experts – Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Expert – Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. You will serve customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You Will Do: • Be a Proactive Community Ambassador, • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable., • Provide Tax Expertise, • Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language., • Deliver a Best in Class Customer Experience, • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools., • Address client inquiries while helping them overcome tax-related challenges. Who You Are: Key Qualifications: • You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and active Preparer Tax Identification Number (PTIN)., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230., • Have full availability for a flexible 25–34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons., • Enjoys working in a collaborative team setting, and treats co-workers with respect., • Values a culture of feedback and continuous improvement., • Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues., • Committed to a culture of continuous improvement through actively soliciting and responding to feedback., • Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment., • Interest in building a local and online social presence as a TurboTax associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies., • Bilingual (English/Spanish) communication skills are a plus., • Experience in holistic tax advisory services beyond tax filing. Attributes and skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Excited to be showcased as a Tax Expert – Retail On-Site in local and national marketing efforts., • Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: California $32.50 - $36.00 Colorado $31.00 - $34.50 Hawaii $32.50 - $36.00 Illinois $31.00 - $34.50 Maryland $31.00 - $34.50 Massachusetts $32.50 - $36.00 Minnesota $28.00 - $31.00 New Jersey $32.50 - $36.00 New York $32.50 - $36.00 Ohio $28.00 - $ $31.00 Vermont $31.00 - $34.50 Washington $32.50 - $36.00 Washington DC $31.00 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

• John Mini Distinctive Landscapes

  

  Account Manager- Brooklyn/Queens

  8 days ago

  New York

  Job DescriptionSalary: $65,000-$75,000 + commission At John Mini Distinctive Landscapes, we make places beautiful. For over 50 years, we have been recognized as a leader in indoor and outdoor landscaping, holiday design, and plant care. We design, install, and maintain distinctive landscapes throughout the tri-state area, including New York, New Jersey, and Connecticut. We are looking for an Account Manager to join our Outdoor Service team in New York City. This role will support our commercial accounts throughout Brooklyn and Queens and is a great opportunity for a leader who wants to make a meaningful impact in the green industry. In this role, you will: • Manage and support a team of professionals delivering high-quality, sustainable plant care., • Build and maintain strong client relationships within your territory, ensuring client needs are understood and consistently met., • Generate new business through prospecting, referrals, lead generation, and relationship building., • Partner with the Director of Outdoor to develop and achieve business, team, and personal goals., • Visit client locations to ensure excellent outdoor plant service and quality standards are being met., • Support the professional growth of the Outdoor Service team through real-time feedback, one-on-one meetings, coaching, and training opportunities., • Meet, develop, and recruit talented people who share our passion for the work. Qualifications: • Previous account management, client service, operations, or team leadership experience required; experience in landscaping, horticulture, plant care, facilities, or another service-based industry is strongly preferred., • Proven ability to build and maintain strong client relationships, communicate clearly, and resolve issues with professionalism and urgency., • Experience leading, coaching, or supporting a team in the field, with a focus on accountability, quality, safety, and professional development., • Strong organizational and time management skills, with the ability to manage multiple client accounts, priorities, and deadlines., • A collaborative, solutions-oriented mindset with a willingness to learn, receive feedback, and roll up your sleeves when needed., • Bilingual English/Spanish is a plus. We are proud to offer a strong benefits package, including medical, dental, and vision insurance; pet insurance; life insurance; short-term and long-term disability; a 401(k) with company match; profit sharing; paid holidays; and a paid time off program. Our passion is our profession. Join a team that pushes limits, dreams big, and brings nature into the spaces where people live, work, and play. Sound like a fit? Check us out and apply here: https://johnmini.bamboohr.com/jobs

• Capture One

  

  Strategic Account Manager

  18 days ago

  New York

  Job Description Who we are Help us shape the future of photography! At Capture One we provide photographers with the most powerful tools to capture, edit and collaborate and bring their visions to life. We’re uncompromising about image quality, speed and reliability. Capture One consistently gives photographers the best tethered workflow in the industry, making it intuitive and efficient, with unparalleled image quality, true-to-life color processing and precise editing and flexible collaboration tools letting you work from anywhere and with anyone. Can you imagine seeing your software being used for a huge photoshoot fashion cover, famous athletic brands, actors, famous singers or even brands that you love and use every day? Our love of imaging translates into empowering our ever-growing community of over 250,000 photographers around the world. The role As we continuously drive for growth and plan to expand our team, we are looking for a highly driven and achievement-oriented Senior Sales Account Executive to join our team. Based in New York City, this role will play a critical role in driving growth across blue-chip enterprise and mid-market accounts, with a primary focus on managing, retaining, and expanding a defined portfolio of strategic clients. This role is centered on long-term account development, revenue expansion, and deep relationship ownership, ensuring continued adoption and growth of Capture One across enterprise organizations. This is a strategic account management role, focused on renewals, upsells, and cross-sell opportunities, including the introduction of new products and solutions into an existing client base. This role requires a highly consultative, relationship-driven seller who can identify expansion opportunities, navigate complex organizations, and drive multi-threaded engagement across departments. You will be a sales account lead across the Americas, reporting to the General Manager of the Americas, and work in close partnership with Market Activations/Marketing, Customer Success, Product, and other cross-functional teams to drive coordinated go-to-market execution and long-term customer success. You will be joining a B2B rocket ship, targeting 50–100% year-on-year growth, as we accelerate Enterprise and Studio adoption across the region. The role requires approximately 25% travel, including international travel, to engage clients, attend industry events, and support key market activations. What you will do Engage & Grow Blue-chip Clients: • Manage and develop a portfolio of enterprise and mid-market blue-chip brands. Build strong, long-term relationships, drive renewals, and identify opportunities to expand usage, increase seat count, and deepen product adoption across teams and departments. Account Expansion & Strategic Development: • Own the full lifecycle of existing accounts, identifying upsell and cross-sell opportunities, including positioning new products and capabilities. Expand single-team deployments into multi-division or enterprise-wide agreements through multi-threaded engagement. Renewal Ownership & Revenue Retention: • Lead renewal cycles to protect and grow ARR. Proactively manage account health, engagement, and timing to ensure smooth renewals and minimize churn risk while identifying growth opportunities within the renewal motion. Consultative Selling & Stakeholder Navigation: • Act as a trusted advisor to clients, understanding their workflows, challenges, and business goals. Navigate complex organizations with multiple stakeholders, including creative, technical, procurement, and executive teams. CRM & Pipeline Discipline: • Maintain disciplined pipeline management and reporting in HubSpot. Manage deal progression and velocity, deliver accurate forecasts, and operate with structured sales rigor and accountability across renewals and expansion opportunities. Cross-Functional Collaboration: • Work closely with Market Activations on events across the Americas, share customer insights with Product and leadership to help inform strategy, and partner with Customer Success to ensure smooth onboarding, strong adoption, and long-term customer success. What we are looking for • 5–7 years of experience managing and growing enterprise or mid-market accounts, with a strong track record in renewals, upsells, and account expansion., • Proven ability to manage complex client relationships and drive revenue growth within existing accounts through consultative selling and strategic account planning., • Experience working with enterprise customers, preferably within creative, marketing, retail, media or related industries. Though not required., • Strong ability to navigate multi-stakeholder environments, lead commercial conversations, and manage renewal and expansion cycles., • Excellent CRM discipline with experience in HubSpot, ensuring strong forecasting accuracy and pipeline visibility., • Highly organized, self-sufficient, and comfortable operating in a fast-paced, performance-driven environment., • Excellent communication and cross-functional collaboration skills, with a proactive approach to feedback and continuous improvement., • Familiarity with photography, creative software, or digital imaging is advantageous but not essential. Why you will like it at Capture One Our Company Values make Capture One special: • Win as one team: Make things happen together. Working together is when the magic really happens., • Empower photographers: Letting image makers work less and create more. We want photographers to do more of what they love, whether that’s on or off set., • Embrace diversity: Different cultures, languages, and passions thriving under one roof. We are an equal opportunity employer; we welcome diversity and are committed to creating an inclusive environment for all employees., • Take ownership: Use your expertise and feel good doing it. Being from Copenhagen, Denmark, we’re all about the Scandinavian mindset. Take initiative. Be autonomous. Feel like you own your craft. And feel satisfied doing it. Your benefits & perks Flexibility & Work-Life Balance • Hybrid work schedule with three days per week in our brand-new SoHo office, right off Canal Street, • 4 weeks of paid vacation, giving you dedicated time to fully recharge, • 3 weeks of “passport working,” offering the flexibility to work from anywhere, • 12 company holidays aligned with recognized U.S. federal holidays Competitive Benefits • Comprehensive, company-paid health insurance to support your overall well-being, • 401(k) plan with employer match, helping you build long-term financial security, • 17 weeks of fully paid maternity leave, reflecting our commitment to supporting you and your family Global Onboarding & Growth • Structured onboarding experience based in our New York City office, • One-week onboarding experience in Denmark, working alongside our global team and leadership, • A unique opportunity to build international relationships and gain firsthand exposure to our global business from day one Top-Notch Equipment & Support • Work with the latest Apple products as part of your setup, • Company phone provided to keep you connected, • Home internet costs covered to ensure a seamless and productive work environment Compensation & Performance Incentives The annual base salary for this position ranges from $130,000 to $150,000, with an additional bonus component tied to performance. Join us and be part of something bigger! This is an opportunity to make a real impact, work alongside a global team, and help shape the future of our business. If you’re looking for a role where you can grow, contribute, and win as one team, we’d love to hear from you.

• Industrial and Commerce Bank Of China USA NA

  

  Credit Manager

  1 day ago

  New York

  Job Description Department: Credit – NY Region Reports to: Chief Credit Officer Onsite : New York, NY Summary/Objective: Responsible to supervise NYR Region Credit Department (the “Department”), review and endorse credit proposals, and handle inquiries from auditors, regulators and headquarter. Essential Functions: 1. Direct the workflow of the Department and monitor the turnaround time of each project., 2. Review credit proposals to ensure the analysis is complete and the proposals comply with policy & procedure., 3. Approve new loan applications and annual loan reviews (as applicable), jointly with the Deputy CEO of Frontline, as per the Delegated Lending Authority set forth in the Credit Manual, Vol. 1., 4. Review real-estate appraisal and environmental reports during the loan application process., 5. Recommend (or approve, as applicable) commercial loan and trade service transactions (collateral, customer rating, facility rating, credit limit, loan agreement and loan advances) in the GCMS system., 6. Delegate staff to review loan documents prior to execution and loan closing, to ensure accuracy and compliance with approved terms and conditions and Bank policy., 7. Co-ordinate the loan reviews conducted by external loan reviewers and auditors; and handle queries., 8. Supervise weekly, monthly and quarterly reporting to Headquarter., 9. Monitor and report the status of classified loans monthly to Loan Committee., 10. Handle loan recovery actions; and coordinate with attorneys as necessary., 11. Manage NYR OREO portfolio., 12. Supervise the NYR Credit Department staff., 13. Provide training to Credit staffs internally and via outside professional development platform within Bank’s budget., 14. Perform other related duties and assignments as required. Competencies: In order to perform the job successfully, an individual should demonstrate the following competencies: 1. Language Skills. Ability to read and interpret documents (such as operating and procedure manuals); ability to write routine reports and correspondence; and ability to speak effectively to employees of the organization., 2. Mathematical Skills. Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume., 3. Computer Skills. To perform this job successfully, an individual should have knowledge of the software used by the bank., 4. Must be well organized and have excellent proof-reading ability., 5. Position requires independent judgment and performance of high-level tasks., 6. Analytical - synthesize complex or diverse information; collect and research data; and use intuition and experience to complement data., 7. Problem Solving - gather and analyze information skillfully; and develops alternative solutions., 8. Interpersonal Skills – be able to deal with customers and co-workers effectively under pressure and sensitive situations, 9. Oral Communication - speak clearly and persuasively in positive or negative situations; and listen to and seek clarification., 10. Written Communication - write clearly and informatively., 11. Teamwork - exhibit objectivity and openness to others' views., 12. Ability to perform services in person from a Bank office or Branch to, among other things, access the Bank’s computer systems and engage in an interactive environment with co-workers. Supervisory Responsibility: Carry out supervisory responsibilities in accordance with the organization's policies and applicable procedures. Required Education and Experience: • Bachelor's degree (BA) from a four-year college or university., • 10 years of related experience and/or training., • Equivalent combination of education and experience. Language/Communication Skills: Must have advanced English language skills. Proficient Chinese language a plus.

• Third Bridge

  

  Associate, Account Management

  23 days ago

  New York

  Job Description Third Bridge is a leading global research firm established in 2007, with a team of over 1,500 employees worldwide dedicated to fueling decisions with expert insights. We accelerate and enhance decision-making for investors and business leaders by unearthing unique expert insights across multiple sectors, geographies, and topics. For nearly 20 years, we've helped clients access knowledge on demand from experts, in-person and through our Library covering over 65,000 companies. Why Join Us? Want to accelerate your career in a high-accountability, commercial role? If you're commercially driven, motivated by measurable impact, and ready to raise the bar, our Account Management Associate role at Third Bridge could be your next big move. This is not a passive support role—we're offering real responsibility from day one. You will manage and grow relationships with some of the most sophisticated Credit investors in the US market. As you own activation, engagement, and pipeline momentum, you'll gain unparalleled exposure to how Credit funds actually deploy capital and generate alpha. You'll Thrive if You • Are commercially driven and motivated by measurable outcomes in a fast-paced environment., • Have the confidence to lead client calls, ask probing commercial questions, and engage directly with Associates, VPs, and investment professionals., • Are naturally curious about credit markets, investment strategies, and how emerging tech and AI tools are reshaping investment research workflows., • Are resilient and persistent, energized by high standards and a demonstrated history of hitting performance targets., • Are highly organized, comfortable working with dashboards and CRM systems, and possess strong follow-through and personal accountability.What You'll Do You'll be at the forefront of our client relationships—proactively activating users, driving expert call engagement, and contributing directly to revenue growth within your assigned book of Credit & Public Equity clients. Day to day, you'll: • Own activation and engagement KPIs, executing structured outreach cadences to increase transcript usage and expert call volume., • Proactively uncover opportunities by identifying new expert call alignment to client mandates, and converting trial users into recurring, active users., • Cultivate robust client relationships through regular strategic meetings and ongoing touchpoints, including traveling quarterly for in-person client visits and business reviews., • Monitor account health metrics, keeping a close eye on activation, call activity, renewal risk, and revenue contribution., • Deliver strategic value by preparing targeted expert and transcript recommendations tied to client strategy and market developments., • Collaborate daily with Account Managers and Project Managers to execute account growth plans while maintaining disciplined CRM hygiene and activity reporting.What You'll Gain, • Commercial edge: Advanced relationship-building, account management, and strategic growth skills in a quota-bearing environment., • Client exposure: Direct engagement with leading minds in the US Credit and Public Equity markets., • Industry expertise: Deep understanding of credit investing, alpha generation, and how technology drives modern investment research., • Continuous growth: A $1,150 annual Personal Development Allowance to invest in your skills and career trajectory.What We're Looking For You have experience in a client-facing, quota-bearing, or commercially accountable role with a track record of hitting performance targets in a structured environment. You are an intellectually curious, highly organized, and strong verbal communicator who operates with urgency and is ready to step up and drive growth. Salary and Benefits • Total first-year compensation is expected to be $100,000 to $140,000 (based on average-high performance). This is inclusive of a base salary range of $75,000 to $80,000 plus an uncapped performance commission., • Enjoy comprehensive benefits including health, dental, vision, 401K matching, and more., • Appreciate good work-life balance with 15+ vacation days, flex days, and work from anywhere for one month per year., • Be part of our engaging culture with social events, professional development, and a dynamic, supportive team. Third Bridge values your trust and is committed to the responsible management, use, and protection of personal information. By submitting a Third Bridge job application, I hereby provide Third Bridge (including Third Bridge's affiliates and relevant third-party suppliers) with my consent to collect, store and process my personal information for the purpose of recruitment administration, as well as to share such personal information with third parties for the same purpose, in accordance with the Candidate Privacy Notice. We know that to be truly innovative, we need to have a diverse team around us. That is why Third Bridge is committed to creating an inclusive environment and is proud to be an equal opportunity employer. If you are not 100% sure if you are right for the role, please apply anyway, and we will be happy to consider your application.

• Genesys Works

  

  Corporate Account Manager

  5 days ago

  New York

  Job Description Location: New York City (Hybrid) FLSA Status: Exempt Salary Range: $75,000–$80,000 About Genesys Works Genesys Works is a national leader in creating career pathways for high school students from historically underserved communities. Through skills training, meaningful internships, and access to professional networks, we equip young adults with the tools to achieve economic mobility and long-term career success. Founded in Houston in 2002, Genesys Works now operates across seven markets nationwide and continues to expand its impact. Since launching in 2019, Genesys Works NYC has rapidly grown to support more than 60 interns annually, with plans to significantly scale over the next several years to meet increasing employer demand for diverse, early-career talent. As we continue to grow, we are seeking a relationship-driven and results-oriented Corporate Partnerships Manager to help deepen employer partnerships, drive internship growth, and create exceptional experiences for both students and corporate partners. Position Overview The Corporate Account Manager serves as the primary relationship manager for a portfolio of corporate partners and plays a critical role in advancing Genesys Works in NYC’s growth strategy. Reporting to the Regional Director of Corporate Engagement, this role is responsible for strengthening existing partnerships, driving internship seat retention and expansion, and ensuring a high-quality experience for corporate stakeholders and student interns. This position combines strategic account management, stakeholder engagement, workforce partnership development, and operational execution. The ideal candidate is a proactive relationship builder who thrives in fast-paced environments, excels at managing multiple priorities, and is passionate about creating equitable career opportunities for young adults. Success in this role will be measured through partner retention, internship growth, stakeholder satisfaction, and effective cross-functional collaboration. Key Responsibilities Corporate Account Management • Manage and grow a portfolio of existing corporate partners through strategic relationship management and consistent engagement, • Maintain a target of 85% internship seat retention while identifying opportunities for account growth and expansion, • Cultivate strong relationships with executive sponsors, hiring managers, supervisors, and key decision-makers across partner organizations, • Serve as the primary point of contact for assigned corporate partners and ensure a best-in-class partner experience Partnership Growth & Strategy • Partner with the Regional Director and Executive Director to execute annual internship growth goals, • Identify opportunities to increase internship placements within existing accounts and across new business units, • Monitor workforce trends, hiring activity, and organizational changes across partner organizations to proactively identify risks and growth opportunities, • Generate and qualify new partnership leads in collaboration with the Director of Corporate Engagement Internship & Program Collaboration • Collaborate closely with Program Manager to support successful intern placements and overall partner satisfaction, • Provide strategic insights on partner culture, workplace expectations, and internship opportunities to support student success, • Support onboarding and training processes for corporate supervisors and interns, • Participate in regular account management meetings with Program Coordinators to align on partner needs and intern performance Operations & Account Administration • Lead account operations for assigned partners, including contracts, onboarding logistics, internship documentation, invoicing support, and related systems management, • Maintain accurate and timely partner, opportunity, and internship data within Salesforce CRM, • Coordinate with internal teams to ensure seamless communication and execution across all stages of the partnership lifecycle, • Support timely payment processing and account reconciliation activities as needed External Representation & Engagement • Represent Genesys Works NYC at networking events, community engagements, employer meetings, and industry events, • Support employer engagement initiatives through presentations, relationship cultivation, and strategic outreach, • Collaborate with the national marketing team to develop customized partner-facing materials and presentations Additional Responsibilities • Contribute to team-wide initiatives and organizational priorities as needed, • Perform other duties aligned with the goals and mission of Genesys Works NYC Qualifications • Passion for the mission, values, and long-term impact of Genesys Works, • Proven success in strategic account management, partnership growth, business development, or enterprise client management environments, • Demonstrated ability to grow and expand existing accounts through executive relationship management, consultative engagement, and opportunity identification, • Experience managing complex stakeholder relationships and influencing decision-makers across multiple levels of an organization, • Strong business acumen with the ability to identify growth opportunities, mitigate partnership risk, and drive retention strategies, • Track record of achieving or exceeding performance metrics related to account growth, retention, revenue generation, or partnership expansion, • Exceptional executive presence, communication, presentation, and negotiation skills, • Ability to develop and execute strategic account plans aligned with organizational growth objectives, • Highly organized and results-driven with the ability to manage multiple high-priority partnerships simultaneously in a fast-paced environment, • Strong proficiency with CRM systems and pipeline management tools; Salesforce experience strongly preferred, • Self-starter with a high degree of ownership, accountability, and strategic problem-solving capabilities, • Experience in workforce development, talent solutions, staffing, education partnerships, or mission-driven organizations is a plus, • Ability to represent Genesys Works externally through executive meetings, networking events, and strategic partnership engagement opportunities, • Flexibility to attend occasional evening or weekend events as needed to support partner engagement and organizational initiatives Work Environment • This is a highly relationship-driven, external-facing role that requires frequent in-person engagement across the New York City market. The Corporate Account Manager is expected to regularly attend face-to-face meetings with corporate partners, networking events, internship site visits, and stakeholder engagements throughout NYC and the surrounding metro area., • Due to the high volume of in-person partnership management responsibilities, candidates must reside within the New York City metropolitan area and be able to travel consistently throughout the region to support relationship cultivation, account growth, and partnership expansion efforts for Genesys Works. Compensation • In our quest to be a nonprofit employer of choice, we offer the following:, • Competitive compensation ($75,00 to $85,000) commensurate with experience and qualifications, • Medical, dental, and vision insurance, • Company-paid life and disability insurance, • Generous paid time off policy, (10) company paid holidays, and “Soft Close” between Christmas and New Year’s., • 403(b) retirement savings plan with company match, • Communications allowance, • Focus Fridays and flexible work arrangements Our Commitment to People Genesys Works is an equal opportunity employer who is committed to fostering an equitable, inclusive, and respectful workplace where all individuals feel valued and empowered. It starts with our talented candidates. We celebrate diversity in all its forms and seek to recruit, support, and retain talent that reflects the culturally diverse communities we serve. Discrimination or harassment of any kind has no place here.