788 Best investment management Jobs in New York, NY (March 2025)

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.

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American Merchant Capital Group

Sales Assistant

4 days ago

$85000–$120000 yearly

Full-time

Manhattan, New York

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

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Done Right Hood & Fire Safety

Commercial Kitchen Exhaust Hood Cleaner Technician

1 month ago

Full-time

East New York, Brooklyn

We are a fire safety company who performs kitchen hood cleaning work throughout the 5 boroughs. Job includes driving to job sites, power washing the kitchen hoods and working well with peers. Individual needs to have flexible schedule. work may include night and day positions. We are an approved FDNY kitchen exhaust cleaning company. We service clients in all five boroughs, long island & Westchester. We are seeking an individual with flexible hours and experience in cleaning kitchen exhaust equipment including (but not limited to) exhaust hoods, ductwork, and precipitator units. We clean and remove grease from restaurant kitchen vent hoods using a pressure washer, usually at night. We are a growing company with opportunities for growth and promotions. The person we are looking for needs to be able to do manual labor, work night/day, and satisfy the above requirements. In general, we clean hoods from 1-3 locations per shift. We are looking for an individual that wants to be a crew leader with the potential to be a possible general manager. this person will need to be consistent, responsible, honest, work well with others, and must have the ability to follow directions. The crew leader will drive our vehicle to restaurants with one or two other employees, coordinate meeting times with restaurant managers, follow our safety and quality procedures, and complete the job in an efficient and professional manner. Long Term Employment: We are going to invest time in training and educating our Crew Leader. We are looking for someone who wants a stable job, stable paycheck, that is loyal to their company, and that would like to stay at their job for an extended period of time. Job Type: Full-time Pay: $16.50 - $18.00 per hour Benefits: Dental insurance Health insurance Paid time off Vision insurance Schedule: Monday to Friday Language: Spanish and English (Preferred) License/Certification: Driver's License (Required) Work Location: Multiple locations

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