Waverly Yao CPA PLLC

Suggested jobs from other companies

• Max Tax

  

  Tax Accountant/personal assistant

  17 days ago

  $17–$22 hourly

  Full-time

  Corona, Queens

  About Us We are a fast-growing tax firm specializing in delivering premium, precision-driven tax services to high-value and high-net-worth clients across the U.S. Our team blends expertise, technology, and personalized service to ensure every client receives top-tier financial guidance and exceptional accuracy. We are expanding and looking for confident, detail-oriented Tax Professionals who thrive in a fast-paced environment and take pride in delivering high-level work. Position Overview As a Tax Professional, you will be responsible for preparing, reviewing, and filing complex tax returns while providing expert-level guidance to clients. This role requires professionalism, discretion, and the ability to communicate tax concepts clearly to clients who expect excellence. This position is remote-friendly, with a hybrid option for team members who prefer or require local office access. Key Responsibilities - Prepare and review individual, business, and specialty tax returns with precision and efficiency - Analyze financial records to ensure compliance with federal, state, and local tax regulations - Communicate directly with high-value clients in a professional, confidential manner - Research and resolve complex tax issues - Provide proactive tax planning strategies tailored to client goals - Maintain accurate, organized documentation within company systems - Collaborate with team members to improve processes and client service - Stay updated on evolving tax laws and industry standards Qualifications Required: - 2+ years of professional tax preparation experience (1040, 1120, 1065, etc.) - Strong knowledge of IRS regulations and multi-state tax rules - Excellent communication skills and client-facing professionalism - Ability to manage multiple clients and deadlines - High attention to detail and strong analytical skills - Experience with tax preparation software (e.g., Drake, Lacerte, ProSeries, UltraTax) Preferred: - EA (Enrolled Agent) or CPA license - Experience working with high-net-worth individuals - Familiarity with tax planning for business owners, investors, and entrepreneurs - Experience in a remote or hybrid work environment What We Offer - Competitive pay based on experience - Performance-based bonuses - Flexible remote or hybrid schedule - Opportunities for growth and advancement - Supportive team with strong leadership - Training and professional development - Confidentiality and stability working with long-term, high-quality clients Who We Want Professionals who are: - Confident and capable of handling high-value accounts - Self-motivated with strong time management skills - Trustworthy, ethical, and client-focused - Calm under pressure and committed to accuracy - Ready to grow with a company that values expertise How to Apply Please submit your resume, certifications (if applicable), and a brief statement summarizing your experience with tax preparation and high-value clients.

  Immediate start!

  Easy apply
• CONSTRUCTION INC

  

  Accountant Chinese fluency (spoken & written) required

  2 months ago

  $60000–$75000 yearly

  Full-time

  Flushing, Queens

  We are a fast-growing construction company specializing in commercial and residential projects across the United States. Our mission is to deliver high-quality, cost-effective projects on time and within budget. Job Summary We are looking for a detail-oriented Construction Accountant to oversee project-based accounting, cost tracking, and financial reporting. The ideal candidate will have experience in construction finance and be comfortable working in a dynamic project environment. Qualifications Bachelor’s degree in Accounting, Finance, or related field Minimum 3 years of accounting experience in the construction industry Strong understanding of construction cost accounting and GAAP Proficient in QuickBooks Excel ,or similar software Excellent analytical, communication, and time management skills Fluent in both Chinese and English (spoken and written)

  Easy apply
• Charles Schwab

  

  VP, Financial Consultant - New York, NY (Wall Street)

  3 days ago

  NEW YORK

  Position Type: Regular In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals’ incentive structure. At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you’ll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. Required Qualifications: • A valid and active FINRA Series 7 license required, • Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: • Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations., • Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals., • Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning, • Ability to adapt and implement change as the market and business conditions evolve, • Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation, • Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. We offer a competitive ___ that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

• FM

  

  FM Affiliated Production Underwriter (I, II, III, SR.)

  4 days ago

  NEW YORK

  FM is a leading property insurer of the world's largest businesses, providing more than one-third of FORTUNE 1000-size companies with engineering-based risk management and property insurance solutions. FM helps clients maintain continuity in their business operations by drawing upon state-of-the-art loss-prevention engineering and research; risk management skills and support services; tailored risk transfer capabilities; and superior financial strength. To do so, we rely on a dynamic, culturally diverse group of employees, working in more than 100 countries, in a variety of challenging roles. This exciting opportunity is with FM Affiliated, our “best-in-class” middle market property insurer. FM Affiliated is exploring new ways to expand and tailor coverage to meet our brokers’ and client’s ever-evolving business challenges. Drawing on the full strength of the FM Group, we help our clients choose how to best identify, prioritize and reduce future loss in a way that makes practical and affordable sense. We distribute our property insurance products and ___exclusively through a network of brokers. We value ___ that provide the realization of greater value by deploying the skills of our highly trained Account Engineers and Production Underwriters. We are open to considering candidates with a variety of experience levels for this role. Both mid-level and senior-level candidates are encouraged to apply. In addition, the role works closely with Account Engineers to review renewal and new business opportunities to ensure proper risk identification, selection and assessment in order to ensure the development and growth of a profitable portfolio of business. FM Affiliated Production Underwriters primary relationships are with brokers and reinsurers for insurance related issues. Responsibilities include meeting specific profit, retention, and production goals. Business relationships and a network of contacts must be established and an effective program of calls must be executed to meet an average of 10 external calls a month to ensure high visibility. Travel is required for marketing and training including out of state travel. New risks must be pre-qualified based on acceptability today and its future potential, this includes a thorough analysis of the broker submission, desired pricing, terms and conditions, financial condition, adequacy of reported values, and loss experience. The company’s assets must be protected by adhering to company underwriting standards and procedures, this will include determining the amount subject, net capacity commitment, checking cross liability, management of catastrophe aggregate retentions, negotiating and purchasing reinsurance and establishing commissions in a manner most advantageous to the company. • This position requires someone with a bachelor’s degree or equivalent., • 2-5 Years industry experience (broker/insurance company) as Underwriter for commercial property accounts of varying occupancies and sizes., • Candidate must also have experience dealing with a variety of occupancies as well as current engineering and underwriting issues such as current property coverages and forms, and/or quickly learn and keep updated on industry state of the art.

• Charles Schwab

  

  VP, Financial Consultant - New York, NY (Flatiron)

  17 hours ago

  NEW YORK

  Position Type: Regular In addition to the salary range, this role is also eligible for bonus or incentive opportunities. At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you’ll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. Required Qualifications: • A valid and active FINRA Series 7 license required, • Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: • Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations., • Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals., • Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning, • Ability to adapt and implement change as the market and business conditions evolve, • Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation, • Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. We offer a competitive ___ that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

• Citizens

  

  Private Client Financial Advisor - Midtown Manhattan, NYC

  3 days ago

  NEW YORK

  Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities. Primary responsibilities include • Develop a high-quality wealth management practice that provides a personalized wealth management strategy., • Enhance and preserve relationships with key partners to boost client introductions and engagement., • Proactive client and prospect outreach promoting Citizens Wealth Management capabilities., • Grow existing relationships through partnership referrals., • Tailor wealth management planning to meet client needs., • Series 7, 63, 65 (or 66) active and valid., • A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment., • A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services., • Demonstrated track record in new business development and client book management., • Proven experience in a team-oriented consumer bank setting., • Familiarity with servicing high-net-worth individuals., • Comfortable operating in a dynamic, entrepreneurial environment. Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit . We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit . Hours & Work Schedule Hours per Week: 40 Work Schedule: Varies #LI-CITIZENS6 Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

• Capital One

  

  Senior Platform Engineer, Workday Financials

  3 days ago

  New York

  Understand and translate the priorities of the business while integrating Finance value proposition and strategies to meet the needs of the business. Deliver solutions in Workday platform across the Finance modules of General Ledger, Fixed Assets, Expenses, Global Consolidation, Invoices, Payments a

• Selby Jennings

  

  Chief Accounting Officer

  17 days ago

  New York

  Job Description Key Responsibilities: • Financial Reporting: Oversee the preparation and review of US Statutory (STAT) and GAAP financial statements. Ensure accurate and timely Blue Book reporting, asset schedules, and regulatory filings., • Compliance: Ensure compliance with rating agencies, investment management diligence, and regulatory requirements. Partner with regulators, auditors, and external stakeholders., • Operational Oversight: Supervise financial controls, risk management, and reinsurance accounting. Implement best practices for financial systems and reporting efficiencies., • Bachelor's degree in Accounting, Finance, or related field; CPA, MBA, or CFA preferred., • 10+ years of progressive finance experience within life insurance/reinsurance., • Deep expertise in STAT, GAAP, and insurance accounting., • Knowledge of MYGA, FIA, and other life insurance products highly desired., • Strong project management skills with the ability to prioritize and drive results under tight deadlines., • Excellent communication and interpersonal skills.Company DescriptionOperating as part of Phaidon International, Selby Jennings is a multi-award winning global recruitment organization focused on servicing the financial industry. By breaking down financial markets into individual niches and micro-specialisms, Selby Jennings powers a knowledge-led model, delivering global solutions into local markets. Every consultant is an expert in their field. Structuring our teams to mirror the demands of our clients and candidates, we identify, qualify and present the highest caliber candidates, as well as identifying the best market opportunities for leading finance professionals. We work in partnership with clients to tailor-make a suitable search model based on the type of assignment and client service level requirements, adopting a bespoke combination of solutions to ensure optimum reach into the active and passive market places. From our offices around the world, we recruit beyond international boundaries, pro-actively sourcing the best talent in the industry. Across contingent, retained, and project solutions, our service is unrivaled; speaking to our level of service provision, search accuracy, and flexibility.