Financial Counselor - Private

Job Overview At Teso Life, our accounting team plays a critical role in supporting rapid expansion and daily retail operations. This is a great opportunity for someone who wants to grow with a dynamic company and work in a bilingual environment. The ideal candidate will be responsible for managing accounts payable (AP), accounts receivable (AR), general bookkeeping, and maintaining accurate financial records using QuickBooks. Responsibilities • Process and manage Accounts Payable (AP) and Accounts Receivable (AR) transactions, • Perform daily bookkeeping tasks including bank reconciliations, journal entries, and ledger, • Maintain up-to-date and accurate financial records in QuickBooks, • Assist with monthly closings and financial reporting, • Ensure compliance with company accounting policies and procedures, • Bachelor’s degree in Accounting or a related field required, • Experience in AP, AR, and bookkeeping, • Proficiency in QuickBooks is required, • Strong attention to detail and organizational skills, • Ability to work independently and meet deadlines, • 401(k), • Employee discount, • Health insurance, • Paid time off Experience: Accounts payable: 1 year (Preferred) Ability to Commute: Queens, NY 11355

Join our dynamic finance team as an Accounts Receivable Clerk, where your expertise will drive the efficient management of incoming payments and ensure accurate financial record-keeping. This vital role offers an energetic environment that values precision, customer service, and teamwork. You will play a key part in maintaining healthy revenue cycles, supporting compliance with accounting standards, and fostering positive relationships with clients and internal stakeholders alike. If you thrive in a fast-paced setting and are passionate about delivering exceptional financial support, this opportunity is perfect for you! Manage the full accounts receivable process, including invoicing, payment processing, and account reconciliation to ensure timely collection of outstanding balances. Keep track of all payments and invoices, as well as writing out checks. Utilize accounting software such as QuickBooks, Sage, PeopleSoft, or similar platforms to accurately record transactions and update customer accounts. Perform detailed analysis of accounts receivable aging reports to identify overdue accounts and implement effective collection strategies. Communicate professionally with clients via phone, email, or written correspondence to resolve billing issues and negotiate payment arrangements. Ensure compliance with GAAP (Generally Accepted Accounting Principles) and SOX (Sarbanes-Oxley Act) regulations during all financial activities. Reconcile accounts regularly to verify accuracy of debits & credits, journal entries, and account balances. Assist with month-end closing procedures by preparing relevant documentation and supporting audit requests related to revenue cycle management. Proven experience in accounts receivable functions within a corporate or public accounting environment. Strong knowledge of accounting principles such as GAAP, double-entry bookkeeping, and financial concepts related to revenue recognition. Proficiency with accounting software including QuickBooks, Sage, PeopleSoft, or similar systems; familiarity with medical billing or governmental accounting is a plus. Excellent data entry skills with high accuracy (10 key typing), along with analysis skills for account reconciliation and account analysis tasks. Familiarity with medical terminology, CPT coding, ICD-10 codes, or medical collection processes is advantageous for healthcare-related roles. Ability to handle sensitive financial information with discretion while maintaining excellent phone etiquette and customer service skills. Strong understanding of financial software applications like Quicken or other relevant tools; experience in non-profit accounting or revenue cycle management is beneficial. Embark on a rewarding career where your skills will directly impact the efficiency of our financial operations! We are committed to fostering a supportive environment that encourages growth and excellence in all aspects of accounting and customer service. Benefits: Employee discount Flexible schedule Opportunities for advancement Work Location: In person

Tax Accountant / Intern – Join Our Team! We are hiring Tax Accountants and Interns for the upcoming tax season, with the possibility of transitioning into a permanent role. Responsibilities: • Prepare and review individual and corporate tax returns, • Prepare and file payroll and sales tax returns, • Assist clients with bookkeeping tasks (data entry, account reconciliations, organizing records, etc), • Conduct tax research and perform financial analysis to identify tax-saving opportunities, • Support team members and help improve workflow Qualifications: • Bachelor’s degree in Accounting or related field (current students welcome to apply for internships), • Strong analytical and problem-solving skills, • Good communication and interpersonal skills, • Familiar with tax software and Microsoft Office is a plus, • Bilingual in Chinese and English (required) This is a great opportunity to gain hands-on experience during tax season and potentially grow into a long-term position. We look forward to working with you!

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