Client account manager jobs in New York, NYCreate job alerts

A unique role at Job Today for a proactive and entrepreneurial Account Executive to build and lead our outbound program. Your mission will be to establish a portfolio of medium and large businesses customers. Success in this role will lead directly to a management -level position. We're looking for: - Proven impact in an Account Executive role - Committed to achieving and exceeding sales targets - Ability to work independently and communicate in a remote setup - Prior startup experience Minimum Qualifications: - 3+ years of full-cycle B2B sales experience, ideally SaaS solutions for hospitality/retail/marketing companies, mid-market level - Prospecting and closing new business, including generating self-sourced leads for your pipeline. - Cross-selling and up-selling to existing clients - Multi-channel outbound strategies to attract new business 💰 Compensation: Base salary + commission; Fully remote position We look forward to hearing from you!

~~~THIS JOB IS COMMISSION + RESIDUAL (PASSIVE INCOME) IT IS NOT SALARIED~~~ If you are in love with the restaurant/bar industry but are tired of the stress, working long hours on nights/weekends/holidays, missing time with friends and family and tired of being on your feet - this really is the perfect opportunity. We are a leading finance and technology provider of Point of Sales systems (POS) & Payments. We provide a revolutionary and disruptive POS technology - which has resulted in successfully serving tens of thousands of businesses across the nation. As part of our new initiative we are revamping our New York sales force and looking for candidates with prior restaurant experience. We are looking for candidates with at least 1+ years in restaurant/bars. Restaurant Management/ Restaurant Consultant experience is a plus. Working Knowledge Needed: Front & Back of the House Backoffice Reporting - Financial Overview, Labor, Food/Bev, Server, P-Mix Reports and Mgmt. General Knowledge of Technology Professional Telephone Etiquette Mindset: Must be looking for a Career, not a job. Must be highly motivated, success driven and dedicated. Team Player with a Growth Mindset Ability to relate Restaurant Knowledge & Experiences to POS Client Compensation: You are compensated 3 ways - This is unprecedented in the Industry. Large Upfront Commissions Bonus Structure Profit Sharing ( Residual 35% split) This compensation will be in the $1,000s and can be in the $10,000s per month. ***Residual income has no cap. Sky is the limit. Commission : The maximum profitability bonus is $3,000 in commission per merchant location. 10 month payout and includes a $1,500 up-front payment. This depends on the accounts profitability. Benefits: Profit Sharing Travel reimbursement Schedule: Monday-Friday Supplemental pay types: - Bonus opportunities - Commission pay - Signing bonus

We are seeking a detail-oriented and experienced Accountant to manage financial records, ensure compliance with tax regulations, and provide financial insights to support decision-making. The ideal candidate will have strong analytical skills, proficiency in accounting software. Key Responsibilities: • Maintain and update financial records, including ledgers and balance sheets. • Prepare and analyze financial statements such as income statements and cash flow reports. • Manage accounts payable and receivable, ensuring timely payments and collections. • Reconcile bank statements and financial discrepancies. • Prepare and file tax returns while ensuring compliance with tax laws and regulations. • Assist in budgeting, forecasting, and financial planning for the organization. • Conduct internal audits and ensure proper financial controls are in place. • Process payroll, including tax deductions and employee benefits calculations. • Provide financial insights and recommendations to management for cost-saving and efficiency improvements. • Stay updated on industry regulations, accounting standards, and financial best practices. Requirements & Qualifications: • Excellent analytical, problem-solving, and organizational skills. • High attention to detail and accuracy in financial reporting. • Ability to work independently and as part of a team. • Strong communication skills for liaising with stakeholders, clients, and regulatory authorities.

*This role is for our subsidiary company, Class Action Capital. Class Action Capital is a boutique class action claims management firm in the global litigation finance industry specializing in the identification, research, data analysis and filing of complex class action claims for corporate clients. CAC is seeking a highly motivated and detail-oriented Vice President of Finance to manage our day-to-day financial operations and the receipt and distribution of class action funds to our corporate clients. The ideal candidate possesses a solid foundation in accounting and financial principles and a passion for driving financial efficiency and accuracy. This role will provide accounting and financial leadership, financial asset protection and support strategic and investment operating initiatives. Responsibilities: - Oversee and manage the accounting and financial departments, ensuring accurate and timely financial reporting. - Develop and maintain internal control systems to safeguard company assets and ensure compliance with financial policies and procedures, including our multi-national presence. - Develop and implement efficient processes for receiving and distributing settlement funds to our corporate clients in cooperation with our corporate banking partner. - Oversee entry and maintenance of financial information and verifying reliability and accuracy. - Ensure compliance with all legal, tax and regulatory requirements. - Prepare monthly, quarterly, and annual financial statements and reports. - Manage the budgeting and forecasting process, working closely with department heads to develop accurate financial projections. - Collaborate with external accountants and manage the accounting and tax process. - Provide financial analysis and insights to support decision-making and performance improvement initiatives. - Create and coordinate financial dashboards in cooperation with executive leadership. Requirements: - Bachelors degree in Accounting, Finance, or a related field. - CPA is required. - Minimum of 5 years of experience in accounting or financial management, with at least 2 years in a supervisory role. Professional services market experience preferred. - Strong knowledge of GAAP, financial regulations, and internal control best practices. - Excellent organizational and time management skills, with the ability to prioritize tasks and meet deadlines. - Experience in Netsuite and proficiency in Microsoft Excel. - Excellent communication and interpersonal skills, with the ability to collaborate effectively with cross-functional departments. - Proven ability to work independently with minimal oversight and direction. - Demonstrated problem-solving skills and attention to detail. Benefits - Base Salary: $175,000 - $225,000. We, in good faith, believe this pay range to be accurate at the time of positing but may decide to pay more or less depending on specific applicants qualifications and experience. This pay range is only applicable to New York City. - Performance Based Annual Bonus - Health Care Plan (Medical, Dental & Vision) - 401K - Paid Time Off (Vacation, Sick & Public Holidays) - Hybrid Workforce

Position Overview: We are seeking a dynamic and experienced Sales Manager or Vice President of Sales to drive growth in the natural paper goods and tableware sectors. The ideal candidate will have over 10 years of experience and established relationships with key accounts in both the food service and retail industries. Key Responsibilities: Strategic Sales Leadership: Develop and implement sales strategies to expand market share in the food service and retail sectors. Account Management: Cultivate and maintain strong relationships with major clients, including hospitality, restaurants, food distributors, schools, government agencies, stadiums, airlines, airports, and retail chains such as Walmart, Kroger, Costco, supermarkets, drug stores, hardware chains, and auto chains. Product Expertise: Leverage in-depth knowledge of natural paper goods and tableware to effectively present and sell products to diverse clients. Team Collaboration: Work closely with internal teams and external representatives to ensure seamless account management and customer satisfaction. Sales Performance: Monitor sales metrics, analyze market trends, and adjust strategies to achieve and exceed sales targets. Qualifications: Experience: Minimum of 10 years in sales leadership roles within the natural paper goods, tableware, or related industries. Industry Relationships: Proven track record of established relationships with key buyers in the food service and retail sectors. Product Knowledge: Comprehensive understanding of natural paper goods and tableware products. Skills: Strong communication, negotiation, and interpersonal skills. Ability to lead and motivate a sales team. Education: Bachelor's degree in Business Administration, Marketing, or a related field; MBA preferred. Compensation: Base Salary: Competitive, commensurate with experience. Commission: Performance-based commission structure. Bonus: Eligibility for annual bonuses based on sales performance. Application Process: Interested candidates are invited to submit a resume and a cover letter detailing their qualifications and vision for the company's growth. Applications will be reviewed on a rolling basis until the position is filled.

Be Apart of A a growing brand. We're looking for an entry-level Sales Manager, to help grow our brand. After a year and a half + we're ready to build our "start-up" team. Who We Are Creole Worship is a fast-growing digital magazine: a Christian-Haitian music digital magazine that is dedicated to spreading the message of Jesus Christ through the Haitian style of music & culture for Haitians and people all around the world: We want to encourage & enable people to worship the Lord in Haitian Kreyol. Additionally positively boosting the community. We are growing fast and need to build a team to better accomplish our mission and grow even more. About You & The Job This is an Entry Level Hybrid Position The ideal candidate will possess strong leadership skills, a decent understanding of market dynamics, and some track record in or related to sales and account management. This role requires a strategic thinker who can analyze market trends, develop effective sales strategies, and foster relationships to enhance business development. We are open to training and unexperienced go-getters, who will receive real-time challenging experience that'll boost any resume. Most of our communication will be done online but quarterly and other occasional team meetings may be in-person. Duties Your job is to essentially make & keep Creole Worship profitable. - Contacting potential sales individuals, and businesses for client conversion. - Analyze market trends to identify new opportunities for growth and expansion. - Develop and implement effective sales strategies that align with business goals. - Oversee outside sales activities, ensuring proper execution of sales plans. - Manage key accounts, building strong client relationships to ensure satisfaction and retention. - Crafting & executing sales pitches for Sponsored posts, advertisements, and other sales opportunities. - Managing and modifying our (advertising) product - Conduct communication & execute strategies to market sales products year-round - Collaborate with team members to align promotional strategies with sales objectives. Skills - Proficient in analyzing market data to inform strategic decisions. - Proven experience in outside sales and account management. - Technologically adept - Familiarity with CRM software for effective customer relationship management. - Excellent communication and interpersonal skills to build rapport with clients and team members. - Strong business development acumen with the ability to identify new markets and opportunities. - Great communication skills to communicate with the founder & team members to align all efforts and strategize with the overall mission and goals. - MUST speak great English - PREFERRED Haitian Kreyol speakers - PREFERRED French Speakers - * Kringlish is fine as long you're willing to continue learning to speak, write, and communicate in Haitian Kreyol* Pay ** THIS POSITION DOES NOT PAY** We want to pay you but cannot just yet. We are still growing and haven't fully reached profitability goals. Though as we cross this goal and others we will compensate team members/employees generously. We can only offer company benefits like quarterly team dinners and in-field experience. We are in a growth state: building out our first team. You will get to be a part of Creole Worship's first team and help us grow our impact, good works, and reach. Which means carving out the beginnings of a department run by you. If you are passionate about driving sales success and leading a high-performing team, we encourage you to apply for this exciting opportunity. ***We are not discriminatory against any persons or race but do highly encourage Christians, Haitians, Haitian-Americans, Haitian descendants, and people of color to apply. As this aligns with our mission to spread the message of Jesus Christ and uplift/support our community.

What is your five-year plan? How productive was your last five years? Conflicted with a desire to step out to fulfill your dreams of running your own practice but enjoy the security being part of a larger tried, tested and approved establishment? As a Financial Professional for New York Life, these two worlds seamlessly coexist, opening doors for the entrepreneurial to run your own practice while securely embedded with-in a Fortune 500company with 174 years of market experience. Join the teams of likeminded entrepreneurs. Exchange innovative solutions and ideas, access an expansive portfolio of powerful sales tools designed to multiply and broaden outreach to your client base, to help you grow your client base and help secure client satisfaction and customer’s loyalty. . Desired Skills and Experience · 4-year College Degree · Strong interpersonal skills, customer service focused, doesn’t sweat the “extra mile” · Articulate communicator both verbally and written · Prior sales and/or business experience preferred · High entrepreneurial focus, confident self-starter, innate problem solver, committed lifetime learner · Fully capable of working individually, highly adaptable to a team environment Training, Development & Benefits New York Life combines the latest in cutting edge blended training and development programs designed for a flexible schedule for this type of role, which can make a significant impact to the vision for your 5 career year plan. The NYL multifaceted system includes: · In conjunction with in office trainings, access to New York Life’s online learning portal which houses a comprehensive user-friendly learning experience accessible anytime, anywhere and from any device. Learn when and how you want! · We have Fast Track to Management opportunities for qualified professionals once established in the career. About New York Life As a mutual company, we are accountable only to you. That means we are fully aligned with our policy owners, not with outside investors or Wall Street. This allows us to focus on delivering lifelong value to our customers. As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our clients’ interests and priorities. New York Life has been around for over 178 years of industry success. We are a Fortune 100 company and are ranked No. 71 in 2023 on the Fortune 500. New York Life is the Largest Mutual Insurer in the U.S1 New York Life has the highest financial strength ratings currently awarded to any U.S. life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody’s Investors Service (Aaa), Standard & Poor’s (AA+) Source: Individual Third-Party Ratings Reports as of 2023. We have been in business since 1845, and we have a long and impressive track record of helping generations of Americans protect their families and attain their financial goals. That passion and commitment to protection have continued unabated for nearly two centuries. We’ve seen the nation evolve and events that have affected the lives of Americans: from the Civil War, to the 1906 San Francisco earthquake, to the 1929 stock market crash, to September 11, 2001, to Hurricane Katrina in 2005. What does this mean? It means that New York Life is resilient and able to thrive in all economic conditions. This means we’ll always be there for our policy owners, and for future generations. 1 New York Life is the Largest Mutual Insurer in the U.S.: Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” New York Life Insurance Company is an equal opportunity employer M/ F/ Veteran/ Disability/ Sexual Orientation/ Gender Identity. Job Type: Full-time Pay: $85,000.00 - $105,000.00 per year Benefits: 401(k) 401(k) matching Dental insurance Flexible schedule Health insurance Life insurance Parental leave Retirement plan Vision insurance Compensation Package: Bonus opportunities Commission pay Ability to commute/relocate: Staten Island, NY 10314: Reliably commute or planning to relocate before starting work (Required) Experience: Customer service: 1 year (Preferred) Work Location: Hybrid remote in Staten Island, NY 10314

We are seeking a detail-oriented and knowledgeable MCA Debt Specialist to join our team. In this role, you will be responsible for managing and resolving debt-related issues for clients, ensuring compliance with relevant regulations, and providing exceptional customer service. The ideal candidate will possess strong analytical skills and a solid understanding of financial processes. Duties Analyze client accounts to identify outstanding debts and discrepancies. Utilize financial software to track payments, manage accounts receivable, and handle accounts payable efficiently. clients in understanding their financial obligations. Communicate effectively with clients to explain debt resolution options and payment plans. Maintain up-to-date knowledge of industry regulations and best practices related to debt collection and management. Prepare reports on account status and provide recommendations for improving financial processes. Requirements Certification as a Debt Specialist or relevant financial certification preferred. Strong mathematical skills with the ability to analyze financial data accurately. Ability to use accounting software and financial management tools. Experience in revenue cycle management, accounts payable, and accounts receivable is a plus. Excellent communication skills, both verbal and written, with a customer-focused approach. Ability to work independently as well as part of a team in a fast-paced environment. Strong attention to detail and organizational skills are essential for success in this role. Excellent negotiation skills required

Job Title: Full Time Stylist Reports To: Store Manager and Assistant Store Manager As a Ramy Brook Key Holder/ Sales Associate you are responsible for delivering an outstanding customer experience, building our brand one customer at a time, and driving our business through sales. With the Key Holder addition, you will also be responsible for opening/ closing the store. You should embody a strong commitment to the overall customer experience, fashion and style sensibility, and exceptional skills in selling. Principal Accountabilities: · Drive for results · Team Player · Cultivate the customer experience · Represent the brand · Operationally Savvy Responsibilities: · Achieve sales plans on monthly and quarterly basis · Ensure a high level of customer service through stellar selling skills · Assess customer needs and provide information on product features · Grow personal client book by building and developing trustworthy and genuine relationships with customers · Consistently having a positive attitude and modeling behavior that is reflective of the brands values · Demonstrate a high level of both maturity and integrity · Contribute to an atmosphere that is positive, fun, productive, professional, and team oriented · Complete daily opening and closing procedures · Keeping compliant with all company operations and procedures · Accurately process all POS transactions and capture customers information Required Skills: · Retail sales experience · Must have open availability for a flexible work schedule to meet the needs of the business · Strong communication and interpersonal skills · Results oriented and sales driven · Proven track record in achieving sales quotas · Friendly and energetic personality with a focus on fashion styling

~~~THIS JOB IS A SALARY POSITON +COMMISSION~~~ If you are in love with the restaurant/bar industry but are tired of the stress, working long hours on nights/weekends/holidays, missing time with friends and family and tired of being on your feet - this really is the perfect opportunity. We are a leading finance and technology provider of Point of Sales systems (POS) & Payments. We provide a revolutionary and disruptive POS technology - which has resulted in successfully serving tens of thousands of businesses across the nation. As part of our new initiative we are revamping our New York sales force and looking for candidates with prior restaurant experience. We are looking for candidates with at least 1+ years in restaurant/bars. Restaurant Management/ Restaurant Consultant experience is a plus. Working Knowledge Needed: Front & Back of the House Backoffice Reporting - Financial Overview, Labor, Food/Bev, Server, P-Mix Reports and Mgmt. General Knowledge of Technology Professional Telephone Etiquette Mindset: Must be looking for a Career, not a job. Must be highly motivated, success driven and dedicated. Team Player with a Growth Mindset Ability to relate Restaurant Knowledge & Experiences to POS Client Requirement: - 1 year outside sales experience - 1 year experience working in a restaurant Compensation: Large Upfront Commissions Bonus Structure Salary: $4,000/mo Commission : The maximum profitability bonus is $3,000 in commission per merchant location. 10 month payout and includes a $1,500 up-front payment. This depends on the accounts profitability. Benefits: Profit Sharing Travel reimbursement Schedule: Monday-Friday Supplemental pay types: - Bonus opportunities - Commission pay - Signing bonus

Coaching. Mentoring. Leading. These are the core values of our management team. Our goal is to train and develop our new guys to reach success and achieve their goals in record time. We are an outsourced marketing and sales firm, specializing in business development, customer service & acquisitions, and sales and marketing. We bridge the gap between our clients and their customers to truly build a concrete relationship. We’re looking to bring new candidates on board to help us forge those connections. Regardless of their experience, we coach our guys on how to best form those relationships. Responsibilities: Conducting events-based presentations for our clients Creating brand awareness and business development Learning the foundations of sales and marketing techniques Training and developing new representatives Creating and updating customer accounts Giving creative ideas regarding sales and customer service Completing the sales process from start to finish Benefits: Learn transferable sales, marketing, customer service and business development techniques Top performers will receive opportunities to travel and advancement Not a desk job! A bright and uplifting work environment Mentors and leaders who are encouraging and care about your success Learn how to run a business from the ground up Requirements: Do-it-now type of attitude Can easily overcome obstacles and roadblocks; be solution oriented Ability to work in a fast-paced environment Great work ethic Solid written and verbal skills Excellent customer service and people skills Ability to work independently and with little to no supervision

Fundela is more than just a financial service company. We are a bridge that connects businesses with the financing they need to expand and prosper. We are based in the heart of Wall Street and specialize in connecting business to top-tier business loans. From SBA Loans to Lines of Credit and Equipment Financing to Merchant Cash Advances - we offer it all. Join us, at the heart of Wall Street, to help business owners across America access the capital they need while furthering and enhancing your own career prospects. Job Overview We are looking for motivated, high-energy sales representatives who are ready to maximize their earning potential. This role is purely Commission based. This is a great opportunity for extroverts who thrive in team-oriented, fast-paced environments. We will provide you with all the training and tools you need to succeed. And we are committed to your growth in the future, offering you opportunities to lead and build your own sales team. What you'll get: Generous Commissions and Uncapped Earning Potential: The sky is truly the limit here. To agents can earn up to $600,000/year. Competitive Incentives and Bonus Structure: We offer some of the most competitive revenue share splits in the industry a long with very enticing monthly and yearly bonus structures. Entrepreneurial Opportunities: You can grow and lead your team if you prove your leadership potential. This is how many of our top performers enhance their earnings potential while helping others grow. World-Class Training: Gain experience in the field and receive one-on-one guidance to become an expert. We are here to help you grow. You will receive as much one on one training as necessary to make sure you hit the ground running. If you are willing to put in the work, we are willing to put in the time to make sure that your efforts bear fruit. Your Responsibilities Develop and maintain relationships with new and existing clients in the B2B sector. Conduct market analysis to identify potential sales opportunities and trends. Prospect and reach out to potential clients via cold call, text or email. Utilize our CRM to manage customer accounts and track sales activities effectively. Provide technical sales support by understanding client requirements and offering appropriate software solutions. Collaborate with the marketing team to align sales strategies with promotional efforts. Execute territory sales plans to achieve individual and team sales goals. Deliver exceptional customer service by addressing client inquiries and resolving issues promptly. Prepare and present sales proposals tailored to meet client needs. Who we are looking for: Bachelor's Degree English Fluency along with strong verbal comprehension Extrovert and outgoing personality Excellent interpersonal skills Highly motivated and willing to commit to full-time work A sales background is an advantage, but it's not required. We value attitude and motivation, and are willing to teach the rest. Job Type: Full-time Pay: $60,000.00 - $360,000.00 per year Benefits: Professional development assistance Referral program Relocation assistance Compensation Package: Bonus opportunities Commission pay Monthly bonus Profit sharing Uncapped commission Schedule: 8 hour shift Monday to Friday Ability to Commute: New York, NY 10006 (Required) Ability to Relocate: New York, NY 10006: Relocate before starting work (Required) Work Location: In person

**Location: New York City** **Full Time** Job Summary UMove Marketing is seeking a talented and driven Content Creator/Video Editor to join our dynamic creative agency. This role offers an incredible opportunity to bring ideas to life, create high-quality content for a variety of clients with a focus in the dance industry to create meaningful marketing campaigns. If you’re passionate about storytelling through visuals, have a knack for social media trends, and are skilled at managing the creative process from concept to execution, we’d love to hear from you. **Responsibilities** - Content Creation: Develop, plan, and produce creative content from concept to completion, including short-form videos, graphics, and reels for various platforms. - Video Editing: Edit engaging video content using Adobe Premiere Pro (and/or other video editing tools) to align with brand standards and client goals. Social Media Management: - Manage and maintain client social media accounts across platforms (Instagram, Facebook, TikTok, YouTube, etc.). - Engage with followers by responding to comments and messages in a professional and timely manner. - Create and schedule content using social media management tools. Research & Strategy: Conduct research on industry trends, competitors, and audience behavior to inspire innovative and relevant content strategies. Brand Consistency: Collaborate with the UMove team and clients to ensure all content adheres to established brand guidelines and meets quality standards. Graphic Design: Create visually compelling graphics for client campaigns using Adobe Photoshop, Illustrator, or Canva. Client Collaboration: Draft and present content proposals to clients for review and approval. Maintain strong communication to ensure alignment on vision and deliverables. Campaign Support: Assist in developing and managing digital marketing campaigns to support client objectives. Requirements & Skills Technical Expertise: - Proficiency in Adobe Creative Suite (Premiere Pro, Photoshop). - Knowledge of Illustrator and After Effects is a plus but not required. - Experience with content creation tools (e.g., Canva, CapCut) and social media management platforms. Social Media Savvy: - Strong understanding of social media platforms, algorithms, and trends (Instagram Reels, TikTok trends, YouTube Shorts, etc.). - Ability to execute daily tasks following a consistent posting schedule. Creative and Strategic Thinking: - Proven ability to conceptualize and execute content that resonates with target audiences. - Attention to detail in proofreading, editing, and maintaining a cohesive brand voice. Communication & Collaboration: - Excellent relationship management skills for engaging with followers and interacting with clients. - Strong verbal and written communication skills. Organizational Skills: - Ability to handle multiple projects simultaneously and meet tight deadlines. - Self-starter with the ability to work independently and take initiative. Preferred Experience: - At least 2-4 years of experience in content creation, video editing, or social media management (freelance or agency experience is a bonus). - Familiarity with marketing strategies and campaign development.

Fully Remote** About the Senior Manager position Like all our positions, this job is fully remote and offers unlimited PTO. This position offers the opportunity to build a tax service line in a vibrant and caring culture that allows you to work with full autonomy. In addition, of course, to great pay and benefits. We are looking for someone who really loves tax and has the desire and ability to help us build an exceptional tax service line. One that stands out from the competition. We have great clients, a wonderful culture, and major ambitions to build a large tax service line that supports our mission of helping our clients achieve financial freedom. Our firm is well established and has always provided tax services, but we are entering a new era of growth and we need a tax expert that will really own the world of tax within our firm. What Your Day to Day Will Look Like: - Manage all aspects of clients' tax planning, advisory, and return preparation. - Research complex tax subjects - Prepare tax planning and advisory memos for clients on complex tax subjects. - Prepare full written tax plans. - Prepare quarterly updates to tax plans. - Meet with clients. - Review tax returns - Supervise and review work prepared by senior accountants and managers. - Correspond with tax authorities. Other Job Responsibilities - Monitor federal and state tax updates. - Prepare a monthly email tax update for clients. - Review and update tax work templates. - Review and update tax organizer templates. - Develop work paper templates for tax services and related deliverables. - Develop and document a library of tax strategies. - Assist with development of tax services packages for business development. - Assist the CEO with business development strategies for existing tax clients. Education and Experience: - Bachelor's degree in Accounting or Taxation. - Active Certified Public Accountant (CPA) license. - 7+ years of experience in income tax. - Experience with Intuit ProConnect and Thomson Reuters tax research products is preferred. - What You Need to Succeed: - Ability to deliver spectacular client service, with great communication skills - Ability to easily explain difficult concepts - Problem solver - Tech-savvy - Detail-oriented - Self starter - Desire to grow and learn - Experience performing and documenting tax research on complex topics - Experience with QuickBooks Online and Intuit ProConnect Tax - Experience supervising others Upward Mobility and Upskilling: We cover the cost of continuing education for our CPAs and we work with each team member to develop a customized learning and development plan. We believe in investing in our people. Ideally, this person would develop into a Director of client services and then potentially an Executive position. We believe in hiring and promoting from within and developing long-term relationships with our team members.

We are a Family Owned Tax office seeking a Full-time Bilingual Tax Preparer to join our team for the upcoming tax season . This is a seasonal role with potential to turn permanent based on experience and performance. Were located in the North Eastern Area of the Bronx and Please note this in an In- person position . *** PTIN and NY Registration ID MANDATORY *** The Ideal Candidate must be able to Independently Prepare complex tax returns , conduct tax research, and perform other accounting tasks. A+ if the respondent is familiar with Ultra Tax and Quickbooks. Must be Bilingual in Spanish and English ! Responsibilities: Preparation of complex corporate, partnership, high net worth individual, trust, and tax- exempt, entity tax returns. Preparation of business and personal tax projections, financial statements, form w2s and 1099s. Review and adjustment of client's books and records Respond to federal, state and local tax notices and assist in Federal, State and Local audits and examinations Conduct research of federal , state and international tax issues Advise clients on Tax Issues and aide in resolving Requirements for Role : 2-3 Years Accounting and Tax Experience with public accounting Strong Tax Compliance and accounting skills Excellent analytical and problem-solving skills Strong Management Skills Able to work comfortably under pressure and meet tight deadlines Knowledge of foreign reporting requirements a plus A+ Pay : $20 - 25 Hourly , Depending on experience Ability to Commute : Bronx NY 10470 Education : Associate Degree Required Experience : Tax Accounting - 2 years minimum Tax - 2 years Minimum Customer Service - 2 years Required