Job Description Position: Accounts Receivable and Payable Specialist Location: Ridgewood (Queens), New York Classification: Full-Time/Exempt/Salaried Department: Finance Reports to: Controller Position Summary: The Accounts Receivable and Payable Specialist position is an integral member of the finance team. This position contributes to the processing of financial transactions and ensures adherence to generally accepted accounting principles (GAAP) and company policies. Essential Duties and Responsibilities: Accounts Payable - Prepare and process vendor invoices accurately and timely in accounting system - Establish new vendors in accordance with company policies - Maintain vendor relationships and resolve payment disputes efficiently - Identify and resolve any discrepancies between purchase orders and invoices - Prepare and process vendor payments - Assist in the review A/P Aging, prioritize and recommend payments to ensure that vendors are paid timely - Assist with reconciling discrepancies to ensure month-end closing activities are performed timely - Maintain vendor files to include W-9s and Vendor Setup Forms, etc. Accounts Receivable - Resolve collections by examining customer payment plans, payment history, credit line and making collections calls, emails, etc. - Verify the accuracy of customer accounts and billing records - Proactively coordinate with other internal departments on collections process to reduce outstanding balances, ensuring customer receivables are collected promptly - Post customer payments by recording cash, checks, ACH, wires and credit card transactions and maintain cash receipt files - Maintain detailed records of all transactions and communications with clients - Submit deposits via bank scanner daily and ensure secure and timely transport of customer deposits to the bank when needed Other: - Prepare and present regular reports on collections and accounts payable status to management - Coordinate accounting processes across diverse companies and understand the intricacies of various organizational structures and their interrelationships - Other financial duties may be required Experience/Skills/Specific Knowledge/Education: - Detail-oriented and results-driven professional with over 5 years of experience in collections and accounts payable, preferably in a multi-company setting - Experience using MS Office required; QuickBooks and Bill experience preferred - Experience in handling multiple concurrent tasks and meeting strict deadlines - Excellent written and oral communication skills, both internally and with vendors and customers - Strong analytical and problem-solving skills - Exceptional attention to detail and accuracy - Must be a team player and act cooperatively with the business but also be able to work independently
We are looking for someone with STRONG communication skills, your daily responsibilities are speaking with current clients and potential clients. Phone based skills are a MUST. This role is 100% in person because we believe in the power of team work and collaboration. We are located in the heart of the Financial District in a state-of-an-art office space on Wall Steet. Must be able to start IMMEDIATELY. About us: Founded in 2011, American Merchant Capital is a private lending and technology company that provides small businesses access to capital and business technology solutions to other financial services providers. Our mission at American Capital Group is to help entrepreneurs and business owners in their time of need, so they can continue to grow their businesses and do what they love. We differentiate ourselves with our innovative solutions, the simplicity of our process, the speed to funding (most loans funded within 24 hours), and most importantly, with the level of care and compassion with which we treat our clients. We are a direct lender and have funded over $150 million to small businesses. We provide financing to retailers, restaurants, hotels, medical professionals, manufacturers, etc. Our creative financing solutions include merchant cash advance, secured and unsecured business loans, and asset-based loans. We are growing rapidly and are looking for smart, talented and dedicated professionals. About the Role: This role offers base and aggressive commission structures with no cap on payouts. First year expected total compensation above $100,000. This role will specialize in providing small businesses and merchants with full financial services including: Merchant Cash Advances Lines of Credit Term loans SBA Loans Business Loan Salesperson & Funding Coordinators are responsible for performing the following tasks: Handling large quantity of inbound clients interested in financing Selling financial products Building a pipeline of business Managing client relationships Working well in a team environment Sales Representatives are also required to follow set protocols and business practices to efficiently work leads, track the flow of information and accurately document all outcomes. Our firm invests in exceptional, highly effective marketing which generates a massive flow of highly qualified inbound leads, extensive and ongoing training, an excellent sales support staff and daily sales incentives with a positive and highly motivated team environment. As a member of our Sales team, you will always represent our firm's moral and ethical standards and be expected to conduct yourself in a professional and courteous manner to clients and co-workers. Highly motivated Ambitious self starter Competitive mentality Driven to succeed, willing to fail and learn from mistakes Proficiency with Salesforce, Microsoft Office Strong communication skills A drive for self-directed learning and personal development Team player Preferred Qualifications Bachelor's Degree Able to commute to our New York Headquarters office Promotable to Sales Manager within 2 years Previous experience using Salesforce and proficiency using Microsoft Office American Capital Group is an equal opportunity employer and prohibits discriminatory employment actions against, and treatment of, employees and applicants for employment based on any category protected by law, including race, color, national origin, religion, gender, sexual orientation, disability, age, military status and prior record of arrest or conviction. Job Type: Full-time Pay: $85,000.00 - $120,000.00 per year Shift: 8 hour shift Supplemental Pay: Commission pay Education: High school or equivalent (Required) Ability to Commute: New York, NY 10004 (Required) Work Location: In person
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 seeking an Executive Assistant who is charismatic, highly organized, and oriented towards efficiency and cost-effectiveness to join our team. The Executive Assistant will provide comprehensive administrative support to the executive team, ensuring smooth operation of day-to-day activities. This role requires a proactive individual with excellent communication skills, an eye for detail, and a keen sense of resourcefulness. Key Responsibilities: Administrative Support: Manage executive calendars, schedule meetings, and coordinate travel arrangements with precision and care. Communication: Serve as the primary point of contact for internal and external communications, exhibiting professionalism and charisma in all interactions. Document Management: Prepare, review, and organize documents, reports, and presentations with a high level of accuracy and attention to detail. Event Planning: Plan and coordinate company events, meetings, and conferences, ensuring all logistical aspects are handled efficiently and cost-effectively. Financial Oversight: Monitor and manage budgets for executive-related activities, always seeking ways to optimize expenses and reduce costs. Project Coordination: Assist in the planning and execution of special projects, ensuring timely completion and adherence to company standards. Office Management: Maintain office supplies and equipment, ensuring a well-organized and efficient work environment. Qualifications: Experience: Minimum of 3-5 years of experience in an executive assistant or similar role. Skills: Excellent organizational and multitasking abilities, with a focus on prioritization and efficiency. Communication: Strong interpersonal and communication skills, both written and verbal, with a charismatic and professional demeanor. Attention to Detail: Exceptional attention to detail and a high level of accuracy in all tasks. Tech-Savvy: Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and other relevant software. Budgeting: Experience in managing budgets and expenses, with a frugal and resourceful approach. Adaptability: Ability to adapt to changing priorities and work well under pressure. Education: Bachelor’s degree in Business Administration, Communications, or a related field preferred. Personal Attributes: Charismatic: Engaging and approachable, with a positive attitude that fosters strong relationships. Orderly: Highly organized and methodical, with a knack for creating and maintaining efficient systems. Parsimonious: Cost-conscious and resourceful, always looking for ways to optimize and reduce expenses without compromising quality. Salary from $105,000 to $137,500 yearly.
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