Cpa jobs in Uniondale, New YorkCréer des alertes d'emploi

Job DescriptionOur firm is rapidly expanding and we are looking for an experienced financial advisor to advise our clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today!Compensation: $150,000 at plan earnings Responsibilities: • Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations, • Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor, • Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given, • Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products, • Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectivesQualifications:, • Exemplary communication skills, math skills, relationship skills, and customer service skills are vital, • Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential, • Bachelor’s degree in business administration, finance, or related field is required, • Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required, • Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desiredAbout Company About New York Life New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients. Awards & Accolades We’re proud of our financial strength: • A++ Superior (A.M. Best), • AAA Exceptionally Strong (Fitch), • Aaa Exceptional (Moody’s), • AA+ Very Strong (Standard & Poor’s)

Candidates should have over 5 years of progressive tax experience and a CPA license.

Description A NYC CPA firm is looking for an Audit Senior for its Hedge Fund / Broker Dealers practice. Simultaneously, scheduling, staffing and coordinating engagement workflow Train & develop staff Qualifications CPA 5-7 years of audit experience in the Hedge Fund or Asset Management Practice of a

SiteOne - 3 Commercial Ave [Retail Associate / Team Member] As a Customer Sales & Service Rep at SiteOne, you'll: Assist customers with their questions and needs, either in person, via the phone or through online ordering; Pull and prepare inventory orders for customer pick up or delivery; Proactive

Collections / Billing / Remote] - Anywhere in U.Competitive pay - As an Accounts Receivable Specialist at Ovation Healthcare, you will: Manage and reconcile customer accounts to ensure timely and accurate payments; Provide exceptional customer service by responding to inquiries and resolving billing

Accounting Assistant / Remote] - Anywhere in U.Competitive pay / Health insurance / PTO - As an Accounting Clerk at Builders Capital, you will: Perform data entry duties to update and maintain accurate financial records; Reconcile bank accounts, credit card statements, and general ledger accounts to

Accounts Receivable / Remote] - Anywhere in U.Competitive pay / Medical, dental & vision / 401k match / PTO - As an Accounting Specialist, you will: Be responisible for accounts receivable cash receipts applications and reporting; Assist in vendor set up and maintenance; Assist in fiscal period clos