Accounts Receivable - Fleet Tech One

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.

Impact Delivers an exceptional customer experience while enhancing the bank's reputation and profitability. Responsibilities • Process all paying and receiving transactions, including cash vault activities, accurately and promptly., • Provide exceptional customer service by resolving concerns efficiently., • Respond to customer inquiries via in-person, phone, or email with proper follow-up or escalation., • Examine negotiable items to determine funds availability and complete hold notices., • Identify referral opportunities by reviewing client profiles and connecting them with platform personnel., • Balance cash drawers daily, maintaining accuracy in cash vault levels., • Ensure ATMs are properly supplied and serviced daily., • Complete and maintain all assigned reports and logs diligently., • Actively engage in community activities. Ancillary Duties • Ensure adherence to bank policies and state/federal regulations., • Provide cross-functional support within the department and bank as needed., • Perform supportive tasks related to essential job functions, adaptable based on circumstances. Training Participate in mandatory regulatory compliance and career enhancement training. Skills Required • Proficiency in English, Cantonese, Mandarin, or Hindi preferred., • Strong reading, writing, grammar, and math skills., • Excellent interpersonal and communication skills., • General knowledge of banking procedures and regulations., • Moderate PC skills, including Microsoft Office proficiency. Physical Demands • Primarily sedentary role with occasional lifting of files/materials up to 20 lbs., • Work in an office environment with frequent public interaction. Education/Training • High school diploma or equivalent, preferably with a business curriculum focus. Experience • Minimum of one year of customer service experience required.

Join our team as an Accounts Receivable Collections specialist. In this role, you will be responsible for managing and collecting on outstanding invoices, ensuring timely payments, and maintaining accurate records of transactions. You will work closely with our accounting team to resolve any discrepancies and communicate effectively with clients to facilitate payments. Key Responsibilities: • Monitor accounts to identify outstanding debts, • Contact customers via phone and email to follow up on overdue payments, • Negotiate payment plans and terms with clients, • Maintain accurate records of collection activities and customer interactions, • Collaborate with the finance department to reconcile accounts, • Prepare and send out invoices and account statements, • Provide excellent customer service and support to clients Qualifications: • Proven experience in accounts receivable or collections, • Strong communication and negotiation skills, • Detail-oriented with excellent organizational skills, • Proficiency in accounting software and Microsoft Office Suite, • Ability to work independently and as part of a team, • Quickbooks, Excel, AIA billing experience

About the Role We are seeking a proactive and bilingual (English/Spanish) professional to join our team as an Insurance & Administrative Support Specialist. This role combines customer service, administrative coordination, and insurance support in a fast-paced, client-focused environment. Key Responsibilities Provide exceptional customer service for Property & Casualty insurance lines, including Auto, Homeowners, and Business Liability. Communicate fluently in English and Spanish to support a diverse clientele. Deliver executive-level administrative support: calendar management, phone handling, and client follow-up. Maintain organized office systems and manage supply inventory. Perform clerical tasks such as filing, proofreading transcription and document scanning. Submit timely and accurate activity reports to the supervising agent. Required Qualifications Bilingual in English and Spanish (spoken and written). MUST HAVE Basic knowledge of Auto, Home, and Business Insurance products. Strong communication skills and professional demeanor. Proficient in Microsoft Word, Excel, OneDrive, and Google Workspace. High attention to detail and ability to multitask in a high-demand environment. Reliable, self-motivated, and committed to excellence. Must be available to work the following schedule: Full-Time | Monday–Friday 9 AM–5 PM | Saturdays 9 AM–3 PM (Tax Season) Preferred Qualifications New York State Property & Casualty Insurance License. New York Automobile Insurance Plan (NYAIP) Online System knowledgeable. Notary Public certification Why Join Us? Opportunity to grow within a dynamic and supportive team. Serve a meaningful role in helping individuals and businesses protect what matters most. Gain valuable experience in both insurance and administrative operations. Benefits Paid Time-Off Supportive team environment Opportunities for growth and development Apply today if you're ready to bring your bilingual skills, insurance knowledge, and administrative expertise to a purpose-driven team! Starting Base Rate of $18.00/hour. Job Type: Full-time Pay: $18.00 per hour Benefits: Paid time off Work Location: In person

About the Position We’re looking for a detail-oriented and organized individual to assist with inventory management, recipe costing, and data entry using the MarginEdge system. This role is key to maintaining cost accuracy, controlling waste, and supporting both the kitchen and management team. Responsibilities Perform weekly food, beverage, and supply inventories. Enter invoices and vendor data accurately in MarginEdge. Update and cost out recipes for menu items. Monitor price changes and assist with food and beverage cost analysis. Collaborate with chefs and bar managers to maintain portion and cost consistency. Prepare periodic reports for management. Come for an interview at our location today 10-22-25 at 4:30. Old John’s Luncheonette 148 West 67th Street, New York, NY 10023

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)

Job Summary: A concise overview of the role, highlighting its importance to the company's financial operations. Example: "We are seeking a skilled and organized Bookkeeper to manage day-to-day financial transactions and maintain accurate records for our growing company". Key Responsibilities: Record day-to-day financial transactions. Process accounts payable and accounts receivable. Perform bank and credit card reconciliations. Assist with payroll processing and tax filings. Generate financial reports, such as balance sheets. Maintain organized financial records and documentation. Ensure compliance with financial regulations and standards.

Financial Professional Are you a leader who has the following traits? • Competitive, • Entrepreneurial, • Coachable, • Communicative, • Self-disciplined What we’re looking for... We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients. What we offer... Training and development We’ll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we’ll subsidize it in your first two full-time contract years, providing you with additional funds, if you qualify, to help keep you on your feet while you complete our training program and grow your business. You’ll also be eligible to get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing insurance agents. Digital tools Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content. Products and solutions Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds1 through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services,2 estate planning strategies, and business solutions. Human guidance When you join New York Life, you’re joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents. How we will compensate you. You have the power to determine your own income with our commission-based compensation.3 In 2023, the average income of our agents under the N8 and N9 Agent’s Contract who met annual minimum sales production requirements was $117,359.4 Individual agent performance will determine your income. Benefits for full-time agents include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.5 For more information about commission-based income and benefits for financial professionals. About New York Life... New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients. Awards & Accolades... We’re proud of our financial strength.6 • A++ Superior (A.M. Best), • AAA Exceptionally Strong (Fitch), • Aaa Exceptional (Moody’s), • 5.3 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies, • $937 million LIFETIME ANNUITY INCOME PAID. Includes all payouts on individual income annuity products., • $5 billion IN LIVING BENEFITS AWARDED. Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed., • Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.8 • The terms ”agent” and ”financial professional” are used interchangeably throughout this brochure and refer to someone who is in a sales role under an agent contract. 1. Offered by properly licensed registered representatives through NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life company., 3. If you qualify for an Introductory (PTAS) Contract, you will preview an agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. PTAS Agents are not eligible for benefits. During this preview period of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, which ever is earlier. If you do not become a full-time agent, all commissions on any sales you made will be paid to you at the end of six months. If you become a fulltime agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract., 4. Based on 2023 company data for 8,156 agents operating under our N9 and N8 Agent’s Contracts in all states, without persistency bonus, who were active as of December 31, 2023. N9 is the current contract for new financial professionals. N8 contracts were issued to new financial professionals priorto April 2004. Contracts determine your compensation and benefits. Sales production requirements are determined annually by the company. Historical agent incomes are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized expenses, and other items. Each credit and debit posted to the Agent’s Ledger is part of determining the agent’s compensation and no individual credit posted to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent’s Ledger after the credits and debits are applied., 5. This is necessarily brief and provides only general descriptions of the benefits available to eligible agents under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. In the event of any conflict between the information herein and the provisions of the plan documents, the plan documents will govern. The company reserves the right to amend or terminate the benefit plans described herein at any time for any reason., 6. New York Life Insurance Company continues to receive the highest financial strength ratings currently awarded to any life insurer in the U.S. from all four major rating agencies. Source: Individual Third-Party Ratings Reports: A.M. Best A++, Fitch Ratings AAA, Moody’s Aaa, and Standard & Poor’s AA+ (as of 11/17/2023). The ratings do not apply to investment products as they are subject to market risk and will fluctuate in value., 7. All figures reflect the consolidated results of New York Life Insurance Company and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation, for the 12 months ending December 31, 2023.