Holee

About our client: We are a dynamic and client-focused investment advisory firm specializing in providing tailored financial solutions. We pride ourselves on our commitment to excellence, innovative strategies, and fostering long-term relationships with our clients. Our expertise spans diverse markets, including the U.S., China, and Europe. Position Overview: We are seeking a passionate and results-driven Investment Advisor to join our team. The ideal candidate will excel at understanding client needs, crafting personalized investment strategies, and maintaining a deep knowledge of global financial markets. If you are a motivated professional with a strong ability to guide clients toward achieving their financial goals, we encourage you to apply. Key Responsibilities - Develop and maintain strong relationships with clients by understanding their financial objectives and risk tolerance. - Create and implement customized investment strategies tailored to individual client needs. - Actively monitor and manage client portfolios, ensuring alignment with market trends and changes. - Provide expert advice on market conditions, investment opportunities, and asset allocation. - Stay updated on global market trends, with a particular focus on the U.S., China, and European markets. - Collaborate with the advisory team to enhance client experience and refine investment offerings. - Ensure compliance with regulatory requirements and company policies. Qualifications - Bachelor’s degree in Finance, Economics, Business, or a related field (Master’s or CFA preferred). - Proven experience as an Investment Advisor, Financial Planner, or similar role. - Strong understanding of global markets, particularly the U.S., China, and Europe. - Excellent analytical skills and proficiency in financial planning tools. - Outstanding communication and interpersonal skills, with a client-first approach. - Ability to work independently and as part of a collaborative team. - FINRA Series 7 and 66 (or 63 and 65) licenses required. Why Join Us? - Competitive salary and performance-based bonuses. - Comprehensive benefits package, including health insurance, retirement plans, and professional development opportunities. - A supportive and inclusive work environment that values growth and innovation. - Access to cutting-edge tools and resources to serve clients effectively. How to Apply Please submit your resume and a cover letter detailing your qualifications and interest in the Investment Advisor position. Applications will be reviewed on a rolling basis, and early submissions are encouraged. Holee is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

James Volonakis & Company, LLC is a tax consulting firm based in New York, specializing in delivering expert tax advisory and compliance services. We are committed to helping our clients navigate complex tax regulations with integrity, expertise, and precision. Position Overview: We are looking for an experienced Tax Accountant to join our team and manage tax preparation, planning, and compliance for our diverse clientele. The ideal candidate will have a deep understanding of tax regulations and be dedicated to providing exceptional client service. Key Responsibilities: Prepare and file federal, state, and local tax returns for both individuals and businesses. Offer tax planning and advisory services to help clients optimize their financial strategies. Stay up-to-date on tax laws, ensuring compliance and accuracy in all reporting. Assist with audits and communicate with regulatory bodies as necessary. Work closely with clients to gather necessary financial information and maintain clear communication. Qualifications: Bachelor’s degree in Accounting, Finance, or a related field (CPA preferred). Proven experience as a Tax Accountant, ideally within a consulting or public accounting firm. Strong knowledge of federal and state tax regulations. Proficiency with tax preparation software and financial management tools. Excellent analytical and problem-solving skills. Benefits: Competitive salary with opportunities for performance-based bonuses. Health insurance and retirement plan options. Opportunities for ongoing professional development.

Accountant Tax Preparer We are currently seeking an experienced CPA Tax Preparer or CPA Candidate to join our team in our New York, NY 10017 location. About Us: S&E Azriliant, PC., believes in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of the client’s success. We are committed to providing close, personal attention to our clients. We take pride in giving clients the assurance that the personal assistance they receive comes from years of advanced training, technical experience and financial acumen. Job Summary: The Tax Preparer should be well versed in preparation of income tax returns with a focus on moderate to complex corporate, partnership and individual tax returns and sales tax returns. Preparer to work closely with and reporting to our senior CPA tax preparer and the Managing Attorney. Supports company’s tax return operations by maintaining management of the day-to-day tax return activities for various corporate and individual clients. The position has other responsibilities as directed by the Managing Attorney. Job Duties and Responsibilities: Core duties and responsibilities include the following. Other duties may be assigned Prepare moderate to complex tax returns (federal/state), multi-state and multi-source income. Prepare forecast and reconciliation of tax returns. QuickBooks for general ledger work and Tax write ups Review and analyze tax files in order to compile and organize client tax data in preparation for tax return processing. Draft responses to notices from tax authorities Tax Audits Maintain tax calendar Communicate with client to obtain documentation in preparation for tax return processing. Field phone calls from clients and address questions on the necessary documentation for tax return filings. Job Requirements Education and Experience: Bachelor's Degree in Accounting, Finance or related field Licensed NY CPA or candidate 2-3+ years in qualified Accounting/tax prep firm/prepare moderate to complex corporate, partnership and individual returns We are willing to train candidates who have a demonstrated acumen for accounting and income tax preparation. The candidate will work closely with our Senior CPA tax preparer to gain the needed two years of experience for licensing requirements. Required Abilities and Skills: Excellent verbal and written communications skills Detailed oriented with strong organizational skills Problem-solving and critical-thinking skills Demonstrate competence with CCH ProSystems fx (and its client portal) and QuickBooks Pro Fluent in English, both oral and written Excellent judgment, able to prioritize workload, and manage multiple projects and deadlines Proficiency in Microsoft Office Applications including Excel, PowerPoint, and Word Compensation and Benefits: Competitive market-based salary, commensurate with experience and education Comprehensive benefits package available To Apply: Please submit your cover letter, salary expectations, and resume via the ‘Apply Now’ button! We are an Equal Opportunity Employer! Please no phone calls or agency submissions! Keywords: Certified Public Accountant (CPA), Cost Accountant, Financial Reporting Accountant, General Accountant, Staff Accountant, Accountant, Taxation, Auditor, Auditing, Revenue Tax, Internal Auditor