Financial consultant

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

Boyd Consulting is seeking a part-time bookkeeper with experience in QuickBooks & ADP to provide the services outlined below. ** Responsibilities:** - Familiarity with setting up and maintaining new QuickBooks system. - Apply payments received from clients. - Generate monthly statements for clients. - Call and email clients for collections. - Perform bank and credit card reconciliations. - Prepare monthly financial reports. - Process payroll and other HR responsibilities using ADP System. - Manage accounts receivable and accounts payable. - Maintain financial records. - Post supplier invoices and process payments. - Write checks and pay bills through QuickBooks. - Manage and review invoices. ** Requirements:** - Bachelor's or associate degree in accounting, finance, or business administration preferred. - Comprehensive knowledge of QuickBooks and ADP is required. - Experience with collections. - Bookkeeping experience is required. - Deep understanding of bank reconciliations. - Previous experience as a bookkeeper is preferred. - Comprehensive knowledge of accounts payable (AP) and accounts receivable (AR). - Strong familiarity with Microsoft 365 applications. - Excellent verbal, written, and social communication skills.

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.

We are seeking a detail-oriented and experienced Bookkeeper / QuickBooks Specialist to manage daily financial transactions and maintain accurate financial records using QuickBooks. The ideal candidate will have a strong background in accounting principles, excellent organizational skills, and proficiency in QuickBooks (Desktop and/or Online). Key Responsibilities: Manage accounts payable and receivable, including invoice processing and customer/vendor payments. Reconcile bank and credit card statements on a regular basis. Maintain and update the general ledger. Prepare monthly, quarterly, and annual financial reports. Process payroll and related tax filings, if applicable. Assist with budgeting and forecasting. Ensure compliance with relevant financial regulations and internal policies. Collaborate with accountants for tax preparation and audits. Maintain organized digital and paper filing systems. Provide financial data to management to support decision-making. Qualifications: Proven experience as a bookkeeper, preferably in a small to mid-sized business setting. Proficiency in QuickBooks (Online and/or Desktop). Solid understanding of basic accounting principles (GAAP). Strong knowledge of Microsoft Excel or Google Sheets. High attention to detail and accuracy. Ability to work independently and manage time effectively. Excellent written and verbal communication skills.

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.