Financial Consultant - Top Flight Finance

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• Intuit

  

  Senior Tax Accountant - 2+ Yrs Paid Tax Experience Required

  3 days ago

  LOS ANGELES

  Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts 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 TurboTax Live - Seasonal Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location, serving 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. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You’ll Do: • 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., • Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement., • Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Experts will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable., • Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - 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: • Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230, • Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location, • Interest in building a local and online social presence as a TurboTax Expert, 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 & 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)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Live - Seasonal Local Service Expert in local and national marketing efforts., • 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. 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: Bay Area California $30.60 - $36.10Southern California $30.60 - $36.10Colorado $29.20 - $34.50Hawaii $30.60 - $36.10Illinois $29.20 - $34.50Maryland $29.20 - $34.50Massachusetts $30.60 - $36.10Minnesota $26.20 - $30.90New Jersey $30.60 - $36.10New York $30.60 - $36.10Ohio $26.20 - $30.90Vermont $29.20 - $34.50Washington $30.60 - $36.10Washington DC $29.20 - $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 - 2+ Yrs Paid Tax Experience Required

  3 days ago

  LOS ANGELES

  Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts 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 TurboTax Live - Seasonal Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location, serving 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. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You’ll Do: • 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., • Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement., • Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Experts will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable., • Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - 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: • Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230, • Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location, • Interest in building a local and online social presence as a TurboTax Expert, 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 & 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)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Live - Seasonal Local Service Expert in local and national marketing efforts., • 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. 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: Bay Area California $30.60 - $36.10Southern California $30.60 - $36.10Colorado $29.20 - $34.50Hawaii $30.60 - $36.10Illinois $29.20 - $34.50Maryland $29.20 - $34.50Massachusetts $30.60 - $36.10Minnesota $26.20 - $30.90New Jersey $30.60 - $36.10New York $30.60 - $36.10Ohio $26.20 - $30.90Vermont $29.20 - $34.50Washington $30.60 - $36.10Washington DC $29.20 - $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.

• Charles Schwab

  

  VP, Financial Consultant - Brentwood, CA

  5 days ago

  LOS ANGELES

  Position Type: Regular 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. What’s in it for you: At Schwab, we’re committed to empowering our employees’ personal and professional success. Our flexible work options, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. We offer a competitive benefits package that takes care of the whole you – both today and in the future: • Base salary, • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and a 4-week sabbatical after 5 years of service, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance 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

• VXB & ORFWID INC

  

  Accounting Bookkeeper

  22 days ago

  Los Angeles

  Job DescriptionHeadquartered in Vernon, California, Lost + Wander is recognized as leading designer, distributor, and retailer and known for its feminine silhouettes paired with signature floral prints and ruffles. Lost + Wander offers trend driven design, craftsmanship and attention to detail at a compelling value to our customers. We are proud to be a female owned/ multi-cultural team and values diversity and equal rights to all our employees and business partners. We would love to bring in a hardworking, loyal, and honest individual to our team with below qualities: • General bookkeeping responsibilities, including but not limited to Accounts Payable, Accounts Receivables, Collections, Journal Entry, and Payroll Processing., • Managing bank accounts reconciliations - monthly/ quarterly financial close process ensuring all transactions are properly recorded., • Maintains historical records by filing documents, matching information with ERP system., • Coordinate and prioritize receivables on weekly basis., • Facilitate "closing" of financial records monthly and in a timely manner., • Communicate with Factoring company to receive credit approvals, send assignments, and request payments in a timely manner., • Monthly Financial Statements and report to CEO. WHAT WE EXPECT:, • 2+ years of experience in the field, • Expert knowledge of QuickBooks, Excel, and any ERP system., • 1+ years of experience in fashion industry is a plus., • High level of attention to detail and accuracy, • Excellent verbal and written communication skills, • Strong ability to work under/lead under pressure, • Excellent analytical and organizational skills, • Assume responsibility for accounting classifications of all expenditures. WHO YOU ARE:, • You love complexity and strategy and are excited about continual improvement, • You are goal achiever, and you can also roll up your sleeves, dig in and get the job done, • Experience working in a small but high growth environment, • Organized, trustworthy and responsible with the tasks given, • Work with a sense of urgency-strong time management, • Someone who is positive and not a Debbie downer. BENEFITS & PERKS:, • Medical, dental, vision insurance for eligible employees, • Paid vacation, sick, holidays for all employees, • Employee discount up to 60% off TO APPLY:Please submit your resume and a short cover letter telling us about yourself and why you are a great fit for Lost + Wander! Lost +Wander is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, national origin, disability, or protected veteran status

• Foundation For Advocacy Conservator

  

  Bookkeeper

  20 days ago

  Los Angeles

  Job DescriptionJob Duties: · Monitor Financial Transactions and Reports · Understand Ledgers · Process Checks · Process Account Receivables · Prepare and Review Financial Statements · Be Familiar with Profit and Loss Reports · Work within a Team Setting · Compile and Analyze Financial Data with other Departments. · Make Ledgers and Journal Entries · High level of Accountability · Accuracy, Efficiency and Attention to Detail · Ability to Work on Multiple Tasks · Moderate Knowledge with Microsoft Office (Excel) · Ability to Communicate Clearly with the Leadership Team, Team Members and Consumers Minimum Requirement: · Associates Degree (Preferred) · 4 years experience using QuickBooks · Account managing · Professional Communication · Ability to work in a team setting Skills: The applicant must have bookkeeping experience with a strong understanding of basic Accounting and Bookkeeping principles. Must be able to accurately calculate numbers post and manage figures, financial records and have attention to detail when imputing data. Applicant should have an interest in numbers and experience handling spreadsheets, is proficient in English and Microsoft Office. Applicant must have a high degree of accuracy and attention to detail. Benefits: Paid Vacation DaysHealth BenefitsHoliday Pay In person required

• RENOVATION GENERAL CONTRACTOR LOS ANGELES

  

  Project Accountant and Full Charge Bookkeeper for General Contractor

  18 hours ago

  Los Angeles

  Job DescriptionFULL TIME POSITION *Must have an Accounting Degree or Certifications in accounting to apply. *Must have Project Accounting Experience for a General Contractor. Does this sound like you?You have always been result-driven and disciplined to organize your tasks to ensure you achieve your deadlines. You love solving problems, and better yet, you love finding ways to avoid them in the first place. When team members have an urgent request that requires your help, you have the ability to detach from what you’re doing, help them to see it through, and restart your mission without being flustered or bothered. You take pride in the details and being accurate, which serves your ability to see 3-6 months ahead to project the financial health of the company and its projects. If so, then let’s talk… Must have: • Must have Strong Initiative and be Task Oriented, • Must have a Degree or Certifications in Accounting General Ledger, • Must have 5-years experience working as a Bookkeeper, • Must have 5-years experience in Construction Project Accounting, • Must have 5-years experience working for a General Contractor or Subcontractor, • Must have a minimum of 5-years working with QuickBooks, • Well versed in GAAP accounting principles, • Excellent using Excel with formulas and troubleshooting, • Experience delivering your tasks on time and accurately, • Experience working with Cost-Codes and Job-Costing Projects, • Experience building, updating, and tracking Pay-Applications, • Experience building, updating, and tracking SOV's, Schedule of Values, • Experience building, updating, and tracking G701, G702, and G703 Documents & Procedures, • Experience with creating and resolving GL and WC Audits, • Experience creating and customizing financial reports in an accurate and timely manner, • Experience with subcontractor compliance tracking and updating - Risk Mgmt., • Experience creating Payroll using ADP, • Experience with Human Resources, HR, • Experience working with construction management software a plus, • Experience working with Timberline/Sage 100 CRE a plusTechnologies we use:, • QuickBooks Contractor’s Edition Desktop Version, • Buildertrend Construction Management Software - Knowledge a Plus, • Excel strong knowledge a must, • Microsoft OfficeBenefits:, • Health Insurance, • 401k, • PTO, • Sick Days

• Khandelwal & Co CPAs

  

  Bookkeeper/Accountant

  11 days ago

  Los Angeles

  Job Description Position Summary We are seeking a motivated Bookkeeper/Accountant with managerial experience and a strong knowledge of QuickBooks to join our team. This person will be primarily responsible for the following: · Working with QuickBooks and QuickBooks Online on client accounts. · Make sure the workload is distributed properly between our home and offshore office. · Manage and review general ledger · Prepare weekly/monthly reports and prepare client packages · Assist with bank reconciliations · Prepare 1099’s · Assists CPAs on client projects · Interact with clients, their family members, and employees Requirements We are seeking a Bookkeeper with both excellent people and technical skills that possess the following qualities: · Education – Bachelor’s Degree in Accounting. Bookkeeping Certification a plus. · Minimum of five (5) years accounting or bookkeeping experience including payroll, general ledger and financial reports. · Strong knowledge of generally accepted accounting principles (GAAP) · High level expertise with QuickBooks and QuickBooks Online required · Strong knowledge of Excel · Extensive experience with data entry, recordkeeping and computer operations · Excellent written and oral communication skills · Ability to prioritize tasks and understanding what is urgent · Able to demonstrate discretion and maintain confidentiality

• Shaer Dental Corporation

  

  Bookkeeper

  29 days ago

  Los Angeles

  Job DescriptionBenefits/Perks • Competitive Compensation, • Paid Time Off, • Career Growth OpportunitiesJob SummaryWe are seeking a talented Bookkeeper to join our team. In this role, you will work closely with the Accounting department to maintain accurate financial records and ensure the company’s compliance with all legal requirements. Your responsibilities will include recording and verifying transactions, bringing the books to the trial balance stage, and completing tax forms. The ideal candidate is detail-oriented, highly organized, and has a strong understanding of best practices in accounting. Responsibilities • Enter financial data and transactions, • Verify the accuracy of transactions that have been entered, • Prepare trial balance, • Analyze budgets and other financial information, • Process accounts payable and accounts receivable, • Complete required tax formsQualifications, • Bachelor’s degree in accounting or a related field, • Previous experience as an accountant, bookkeeper, or similar position, • Knowledge of generally accepted accounting principles (GAAP), • Good with spreadsheets, experienced in Microsoft Excel, QuickBooks, and basic accounting systems, • Strong mathematical and analytical skills, • Excellent attention to detail, time management, and communication skills