Holee

We are seeking a detail-oriented and knowledgeable Tax Professional to join our team. In this role, you will be responsible for providing expert tax advice and preparing tax returns for individuals and businesses. You will utilize your expertise in tax regulations and financial accounting to ensure compliance and optimize our clients' tax positions. The ideal candidate will have a strong understanding of various tax laws, excellent analytical skills, and the ability to communicate complex tax concepts clearly. Responsibilities Prepare and review federal and state tax returns for individuals and businesses. Conduct thorough account analysis to identify potential tax savings opportunities. Stay updated on changes in tax laws and regulations to ensure compliance. Assist clients with budgeting and financial planning related to taxes. Provide guidance on asset management, private equity, and securities law as it pertains to taxation. Prepare regulatory reporting documents as required by law. Maintain accurate records of all transactions and communications with clients. Skills BILINGUAL IN SPANISH AND ENGLISH. Expertise in QuickBooks, tax preparation software or other accounting software. Strong knowledge of tax regulations and compliance requirements. Proficiency in financial accounting principles. Familiarity with asset management strategies and private equity considerations. Excellent analytical skills for account analysis and problem-solving. Strong communication skills, both written and verbal, for client interactions. Ability to work independently as well as part of a team in a fast-paced environment. Job Type: Full-time Pay: $65,000.00 per year Benefits: Opportunities for advancement Paid sick time Paid time off Work Location: In person

Accounts Payable Specialists assist companies with invoicing and billing. Key duties and responsibilities of an Accounts Payable Specialist include: Managing accounts payable using accounting software and other programs Handling accounts payable for separate entities and vendors Analyzing workflow processes Establishing and maintaining relationships with new and existing vendors Ensuring bills and payroll are paid in a timely and accurate manner while adhering to departmental procedures Processing due invoices for payments Comparing purchase orders, prices, terms of payment and other charges Processing transactions and performing accounting duties such as account maintenance, recording entries and reconciling books of accounts. EXPERIENCED IN QUICK BOOKS.

Join LendingHub NYC – We’re Hiring Lending Associates LendingHub NYC is a fast-growing financial services firm specializing in creative lending solutions for individuals, institutions, and family offices. We provide access to capital across a range of asset classes, including equities, real estate, and digital assets — helping clients unlock liquidity without selling valuable holdings. We are actively hiring Lending Associates to help originate, structure, and close customized credit solutions. If you’re entrepreneurial, relationship-driven, and eager to work at the intersection of finance and innovation, we want to hear from you. Key Responsibilities: - Originate and structure bespoke loans across asset classes - Develop and manage a pipeline of borrower relationships - Collaborate with internal teams to execute and close transactions - Stay up to date on market trends, credit risk, and deal structures - Represent LendingHub NYC in meetings with clients, partners, and intermediaries What We Look For: - Experience in private credit, capital markets, or high-net-worth lending - Strong borrower network or the ability to build one quickly - Familiarity with alternative assets and creative lending structures - Self-starter mindset with excellent communication skills Why LendingHub NYC: - Competitive base and performance-driven compensation - Fast-paced, entrepreneurial environment with room to grow - Exposure to cutting-edge credit strategies and asset classes - Direct collaboration with leadership Location: New York City. Hybrid/remote flexibility available depending on the role.

Build a Career Helping People Build Their Futures At Hill Financial Services, we help everyday people make smart financial choices—whether it's protecting their family with insurance, growing their wealth through investments, or finding the right mortgage for their dream home. We're expanding our team and looking for driven, personable professionals who are passionate about service, finance, and helping others thrive. What You’ll Be Doing As you Build a Career Helping People Build Their Futures At Hill Financial Services, we help everyday people make smart financial choices—whether it's protecting their family with insurance, growing their wealth through investments, or finding the right mortgage for their dream home. We're expanding our team and looking for driven, personable professionals who are passionate about service, finance, and helping others thrive. ** Mortgages** Assist clients in understanding mortgage options and application processes - Support mortgage advisors with document collection and lender communication Investments - Help clients with account onboarding and portfolio updates - Work closely with investment advisors to ensure smooth transactions and excellent client care Insurance - Guide clients through policy options in life, health, and property insurance - Process applications, renewals, and claims with attention to detail and compliance, you'll be at the heart of our client relationships, supporting our experts across three key areas: Insurance, Investments and mortgages.

Job Overview We are seeking a knowledgeable and motivated Financial Consultant to join our dynamic team. In this role, you will provide expert financial advice and guidance to clients, helping them achieve their financial goals through effective investment strategies and wealth management solutions. The ideal candidate will possess a strong understanding of financial concepts and demonstrate exceptional analytical skills. Duties Conduct comprehensive financial analysis to assess clients' current financial status and future needs. Develop personalized investment management strategies tailored to individual client goals. Provide insights on asset management, ensuring clients are informed about their investment options. Utilize financial software to create reports and track client portfolios effectively. Stay updated on market trends and economic conditions to offer informed advice. Collaborate with clients to understand their financial objectives and educate them on various financial products. Perform research on investment opportunities and corporate accounting practices to enhance client offerings. Maintain strong relationships with clients through regular communication and follow-ups. Requirements Proven experience in sales, preferably within the financial services industry. Strong background in investment management, wealth management, or asset management. Proficiency in financial analysis and technical accounting principles. Familiarity with various financial software tools for reporting and analysis. Excellent research skills with the ability to interpret complex financial data. Strong interpersonal skills with a focus on building lasting client relationships. Ability to communicate complex financial concepts in a clear and concise manner. A degree in finance, accounting, or a related field is preferred but not mandatory. Join us as we help our clients navigate their financial journeys with confidence! Job Types: Full-time, Part-time Pay: $70,879.00 - $79,188.00 per year Work Location: Remote