Accounting & Finance jobs in United States - Page 2

1. Write up works including bookkeeping. 2. Handle Payroll 3. Prepare personal tax returns 4. Prepare simple corporation tax returns

We are seeking a Debt Specialist to join our team. The ideal candidate will have expertise in financial management, debt resolution, and sales. As a Debt Specialist, you will be responsible for analyzing accounts, negotiating payment plans, and providing financial guidance to clients. NOTE If interested, MUST apply to ClearPath through "Indeed."

Hiring! Hiring!! Hiring!!! We are Hiring Full and Part time work from home job. Data Entry Clerk || Administrative Assistant || Admin Clerk || Office Assistant || Customer Service Rep. Experience: Not Needed Hours: Flexible Location: Anywhere of your choice Pay Rate: $25/hour Requirement: Provided by the company Training: 1week Payment: weekly Inbox me directly for more information, job duties and responsibilities.

The Bookkeeper/Administrator plays a key role in maintaining accurate financial records and supporting administrative functions. This dual role involves managing day-to-day accounting tasks and ensuring the smooth operations activities. The ideal candidate must be detail-oriented, organized, and proficient in accounting software, with strong multitasking abilities.

We are seeking a motivated and knowledgeable Financial Services Advisor to join our team. In this role, you will be responsible for servicing existing clients and their accounts to ensure they are meeting their current and future objectives; you will also be responsible for identifying additional opportunities for assets held outside the firm. You will also be responsible for meeting with prospective clients sourced by our firm’s marketing funnels, and independently guide them through the planning process with the end-goal being to obtain them as clients. You will leverage your skills in wealth management, portfolio management, and customer relationship management to build and maintain strong client relationships. Responsibilities - Meet with existing clients to review their accounts with our firm, and ensure their accounts are aligned with their financial objectives, risk tolerance, income, expenses and assets. During client review meetings, you would be responsible for identifying additional opportunities based on assets held outside our firm. - Meet with prospective clients to guide them through the planning process, prepare and review recommendations/strategies, and get them to implement relevant recommendations. - Offer strategic advice to existing clients and prospective clients on products and services, such as wealth management strategies, income tax reduction strategies, retirement income planning, and more. - Complete the account opening process for new business obtained - Move money from accounts per industry and federal regulations - Perform market research to stay current with financial trends - Prepare financial documents, such as investment reports, retirement income plans, tax reduction strategies, and more. - Maintain compliance with all rules and regulations in the financial industry - Identify and pursue new business opportunities through existing client base, networking and referrals Requirements - Must be dually-licensed: NJ Life & Health Insurance producer (the firm will pay for nonresident licenses as needed), Series 6, Series 65, and Series 7. - Proven experience in financial sales. - Ability to independently close business. - Strong understanding of wealth management principles and investment strategies. - Excellent math skills with the ability to analyze complex financial data. - Exceptional sales skills with a focus on customer relationship management. - Ability to communicate complex financial concepts clearly and effectively to clients. - Strong organizational skills with attention to detail in managing client portfolios. - Join us as a Financial Services Advisor where you can make a significant impact on our clients' financial futures while advancing your career in a dynamic environment.

Looking for an Accounts Receivable Bookkeeper to manage the company's incoming payments to ensure a timely collection and streamline cashflow. Accounts Receivable Bookkeepers need to be accurate, detail-oriented, and have strong customer service skills. Responsibilities include: - Collecting payments - entering payments into system accurately, processing refunds and handling adjustments. - Resolving payment disputes and tenant inquiries as well as addressing tenant concerns when called. - Running reports on profit and losses and submitting monthly reports to management. - Monthly bank account reconciliations for our buildings due on a strict deadline. - Overall knowledge of Accounts Receivable and basic support to the financial team. - Preferably knowledgeable in Google Sheets as well as RIS property management system.

Boutique Real Estate Company in Midtown Manhattan is in search of an Accounts Payable Clerk to handle the following responsibilities: A/P : Opening, Coding and entering Invoices, Reconciling Invoices to verify payment, Check Writing, Filing paid invoices and Payroll Reports and preparation of excel spreadsheets for tracking purposes. Researching Vendor questions and Analyzing Vendor Statements A/R Support: Assisting with check processing Opening mail, sorting payments etc. Process Security Deposit additions and withdrawals Misc Office responsibilities: Posting mail and bringing to Post Office, going to banks Misc special Projects as they arise (Rent reg processing, Office mailings, etc) Knowledge of Yardi a plus

Looking for someone to assist me in hosting workshops each month. 2-4 evenings a month, from 5-7:00pm. In Morris and Somerset County. Consists of checkin people in, seating them, and collecting information. Can lead to an extended role. Thank you.

We are looking to hire a data analyst to join our data team. You will take responsibility for managing our master data set, developing reports, and troubleshooting data issues. To do well in this role you need a very fine eye for detail, experience as a data analyst, and a deep understanding of the popular data analysis tools and databases. Data Analyst Responsibilities: Managing master data, including creation, updates, and deletion. Managing users and user roles. Provide quality assurance of imported data, working with quality assurance analysts if necessary. Commissioning and decommissioning of data sets. Processing confidential data and information according to guidelines. Helping develop reports and analyses. Managing and designing the reporting environment, including data sources, security, and metadata. Supporting the data warehouse in identifying and revising reporting requirements. Supporting initiatives for data integrity and normalization. Assessing tests and implementing new or upgraded software and assisting with strategic decisions on new systems. Generating reports from single or multiple systems. Troubleshooting the reporting database environment and reports. Evaluating changes and updates to source production systems. Training end-users on new reports and dashboards. Providing technical expertise in data storage structures, data mining, and data cleansing.

Bookkeeping, must know QuickBooks, A/R - A/P bank rec, insurance,taxes ,

Responsible for processing and receiving payments and issuing receipts to customers as they leave with their purchases. Cashiers also handle additional items necessary, such as coupons, while providing an excellent customer service experience.

honest and trustworthy person is in need for this job