Financial jobs in New York, NY - Page 2Create job alerts

Accountant Tax Preparer We are currently seeking an experienced CPA Tax Preparer or CPA Candidate to join our team in our New York, NY 10017 location. About Us: S&E Azriliant, PC., believes in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of the client’s success. We are committed to providing close, personal attention to our clients. We take pride in giving clients the assurance that the personal assistance they receive comes from years of advanced training, technical experience and financial acumen. Job Summary: The Tax Preparer should be well versed in preparation of income tax returns with a focus on moderate to complex corporate, partnership and individual tax returns and sales tax returns. Preparer to work closely with and reporting to our senior CPA tax preparer and the Managing Attorney. Supports company’s tax return operations by maintaining management of the day-to-day tax return activities for various corporate and individual clients. The position has other responsibilities as directed by the Managing Attorney. Job Duties and Responsibilities: Core duties and responsibilities include the following. Other duties may be assigned Prepare moderate to complex tax returns (federal/state), multi-state and multi-source income. Prepare forecast and reconciliation of tax returns. QuickBooks for general ledger work and Tax write ups Review and analyze tax files in order to compile and organize client tax data in preparation for tax return processing. Draft responses to notices from tax authorities Tax Audits Maintain tax calendar Communicate with client to obtain documentation in preparation for tax return processing. Field phone calls from clients and address questions on the necessary documentation for tax return filings. Job Requirements Education and Experience: Bachelor's Degree in Accounting, Finance or related field Licensed NY CPA or candidate 2-3+ years in qualified Accounting/tax prep firm/prepare moderate to complex corporate, partnership and individual returns We are willing to train candidates who have a demonstrated acumen for accounting and income tax preparation. The candidate will work closely with our Senior CPA tax preparer to gain the needed two years of experience for licensing requirements. Required Abilities and Skills: Excellent verbal and written communications skills Detailed oriented with strong organizational skills Problem-solving and critical-thinking skills Demonstrate competence with CCH ProSystems fx (and its client portal) and QuickBooks Pro Fluent in English, both oral and written Excellent judgment, able to prioritize workload, and manage multiple projects and deadlines Proficiency in Microsoft Office Applications including Excel, PowerPoint, and Word Compensation and Benefits: Competitive market-based salary, commensurate with experience and education Comprehensive benefits package available To Apply: Please submit your cover letter, salary expectations, and resume via the ‘Apply Now’ button! We are an Equal Opportunity Employer! Please no phone calls or agency submissions! Keywords: Certified Public Accountant (CPA), Cost Accountant, Financial Reporting Accountant, General Accountant, Staff Accountant, Accountant, Taxation, Auditor, Auditing, Revenue Tax, Internal Auditor

Company Description NYC IVF is a fertility clinic located in Midtown NYC. We offer the newest technologies in fertility and a holistic service menu to accommodate all types of patients. Our team of experienced professionals is dedicated to providing personalized care and support to help our patients achieve their dreams of parenthood. Role Description This is a full-time on-site role. The Practice Manager will be responsible for overseeing the day-to-day operations of the clinic, managing staff, ensuring compliance with regulatory requirements, and maintaining a high level of patient satisfaction. Our team is about 10 employees total, all of which would be your direct reports. You will be working directly under the CEO and doctor of the clinic. Responsibilities Recruit and onboard new hires Manage various projects spanning from expansion of the clinic to event planning Oversee a team of 10 employees day-to-day with the goal of optimizing productivity Maintain inventory/communicate with vendors Work with our finance personnel to ensure all insurance billing is in order Accounts payable/receivable functions Create and maintain Excel sheets for various financial needs Communicate with third parties (outside labs, engineers, etc) to maintain optimal functions Explain patients forms and financial responsibilities Manage intra-departmental issues as they arise Qualifications Experience in healthcare management, preferably in a fertility clinic or related field Strong leadership, management, and communication skills Knowledge of regulatory requirements & compliance, and insurance billing Ability to work in a fast-paced environment and manage multiple priorities Bachelor's degree in healthcare administration, business administration, or related field Authorized to work in the US An ideal candidate is a fast learner, highly organized, able to execute operations with little guidance, and very agile /comfortable using Microsoft office/basic computer applications Compensation and Benefits Salary range $80-90k depending on experience ***Max salary only considered for candidates with experience in IVF. Salary is non negotiable. Please do not apply if this does not meet your needs.*** Bonus pay Paid time off Health insurance Additional incentive awards apply Complementary services at our clinic* Tuition assistance* Profit sharing* Opportunities for career advancement with our company *Additional eligibility applies

We are seeking a dedicated and organized Assistance Office Manager to join our dynamic team. The ideal candidate will be fluent in English and Spanish, possess strong organizational and communication skills, and have at least 3 years of experience in office management. Responsibilities: Provide administrative support to the office manager, including scheduling appointments, managing calendars, and handling correspondence. Assist with hotel guest relations, ensuring a positive and memorable experience. Coordinate with management and employees to ensure smooth operations and efficient workflow. Handle data entry of orders and customer information. Proficiently use Microsoft Excel and QuickBooks for data entry, reporting, and financial management. Manage office supplies and equipment, ensuring they are adequately stocked and maintained. Qualifications: Fluency in English and Spanish At least 3 years of experience in office management Strong organizational and time management skills Excellent communication and interpersonal skills Proficiency in Microsoft Excel and QuickBooks   Ability to accurately input data and maintain organized records Ability to work independently and as part of a team Benefits: Competitive salary and benefits package Opportunities for professional growth and development A dynamic and supportive work environment

Job duties : -Welcomes patients/visitors by greeting patients or visitors, in person or on the telephone; answering or referring inquiries. -Phone answering for incoming calls -Confirming/canceling patients schedule -Verify patients’ insurance coverage and benefits via online systems and phone. -Charging patients - (cash based practice) -Ability to multitask. - Book keeping - data entry Qualifications Mandarin speaking is a plus . MUST have excellent written and oral communication skills. MUST be extremely organized and detail-oriented. MUST work well independently . MUST friendly team player who gets along well with others. MUST be familiar with Microsoft Word, Excel, Google Drive, Docs, Spreadsheets, etc Previous office work experience is a big plus Summary As a Bilingual Office Assistant, you will be a valuable asset to our team with your proficiency in English and Chinese . Your core skills in computer literacy, office experience, and customer service will be essential in providing administrative support and maintaining efficient office operations. With premium skills in QuickBooks and office management, you will contribute to financial record-keeping and office organization. Your ability to communicate effectively in Mandarin, along with your proficiency in Microsoft Word and Excel, will enhance your role in assisting with various office tasks. Join our team and be part of a diverse and collaborative work environment where your skills will be valued and utilized to their fullest potential. Job Type: Full-time Schedule: 10 hour shift 8 hour shift Monday to Friday Weekends as needed Work Location: In person

Moss Financial Services is a dynamic firm specializing in comprehensive financial planning, including life settlements, insurance solutions, investment advisory, and employee benefits. We are committed to delivering personalized, results-driven financial strategies for individuals, families, and businesses. A significant portion of our profits supports charitable organizations, reflecting our dedication to both financial success and social responsibility. We are looking for experienced professionals to join our growing team, offering opportunities for career advancement and meaningful impact. Job Description: Join our dynamic team at Moss Financial Services. We are looking for a licensed insurance sales assistant with at least 2 years of experience to help us expand our client base and provide top-notch support. This role will involve lead generation, client communication, appointment setting, and portfolio reviews. You'll be working directly with companies, individuals, and key partners to drive our life settlement and insurance products. Responsibilities: Assist with sales and marketing efforts, primarily for life insurance and life settlements. Call and follow up with referrals, prospects, and clients. Help maintain customer relationships and provide exceptional client support. Coordinate with internal teams to ensure smooth client onboarding and follow-ups. Assist in preparing presentations and client meetings. Requirements: Must have a valid insurance license. Minimum 2 years of experience in life insurance or life settlements. Strong communication, organizational, and multitasking skills. Ability to work independently and manage client relations. Benefits: Competitive compensation. Opportunity for growth in a supportive, mission-driven company. Flexible working environment. If you're passionate about helping clients and growing with a company that makes a difference, we’d love to hear from you!

We are seeking a detail-oriented Bookkeeper to join our team. The ideal candidate will be responsible for maintaining financial records, managing accounts, and ensuring compliance with accounting regulations.

We are looking for a prudent Property Manager to be responsible for the direct management oversight of assigned commercial/residential properties. The goal is to maximize asset value, customer satisfaction and revenue. Responsibilities Manage all aspects of assigned properties Design business plans for assigned properties that suit customers’ needs Inspect and arrange maintenance to meet standards Maintain a positive, productive relationship with tenants Negotiate lease/contracts with contractors in a timely and reliable manner Advertise and market vacant spaces to attract tenants Collect receivable accounts and handle operating expenses Develop and manage annual budgets by forecasting requirements and analyzing variances, data and trends Oversee properties’ personnel and assess its performance Accomplish financial goals and report periodically on financial performance Source and build relationships with prospective clients to expand business opportunities Update job and market knowledge Requirements and skills Requirements and skills Proven work experience as Property Manager Fully understanding property management and its financial aspects In depth knowledge of all rules and regulations surrounding property management Competency in MS Office and relevant databases and software Customer focus and bottom line orientation Interpersonal savvy with strong communication and presentation skills

We are looking for an assistant director of finance with excellent administrative and analytical financial skills to join our team. Assistant finance managers are expected to examine and compile financial reports and be well acquainted with governmental regulations. To ensure success, assistant finance managers should be very detail-oriented and be problem-solvers. They must also have strong mathematical and report-writing skills. Be wary of candidates who lack an investigative nature.

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."

We are looking for a skilled Salon Manager who will oversee the day-to-day operations of our salon. In this position, you will be responsible for managing staff, ensuring customer satisfaction, and maintaining inventory. You will also be expected to oversee financial transactions, and handle customer complaints. If you have a passion for the beauty industry and are a natural leader, we encourage you to apply for this exciting opportunity. Duties & Responsibilities - Manage the day-to-day operations of the salon. - Ensure that the salon is clean organized, and well-maintained. - Develop and implement social media marketing strategies to attract new clients and retain existing ones. - Manage the salon's inventory hair, wig units, supplies, and products. - Handle customer complaints and resolve any issues that arise. - Train new staff members as necessary and provide ongoing training and development. - Monitor and manage the salon's finances, including budgeting & bookkeeping. - Stay up-to-date with industry trends and new products and services. - Ensure that the salon complies with all health and safety regulations. Minimum Requirements - High School Diploma - At least 2 years of Management Experience in the retail industry or prior salon management experience

A Customer Service Representative at Rush Homes oversees day-to-day operations of residential properties ensuring high tenant satisfaction by managing leasing activities property maintenance and repairs rent collection and financial reporting they work closely with vendors and service providers to maintain property standards handle tenant inquiries and complaints while ensuring compliance with local regulations and company policies additionally they are responsible for budgeting vacancy management and maintaining a positive community environment for tenants while meeting the company's financial goals and occupancy targets

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.