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 a motivated and experienced Licensed Insurance Agent to join our team. As an Insurance Agent, you will be responsible for selling insurance policies to clients. Your primary goal will be to help individuals and businesses protect their assets and manage risks effectively. Duties: - Develop and maintain a client base through Warm and Hot Internet Leads - Assess clients' insurance needs and recommend suitable policies - Customize insurance programs to suit individual clients' requirements - Educate clients about insurance options, coverage limits, and policy terms - Prepare and present insurance quotes to clients Experience: - Proven experience as an Insurance Agent or in a similar sales role - Strong knowledge of insurance products, including property, casualty, life, health, and commercial lines - Familiarity with insurance regulations and compliance standards - Excellent communication and interpersonal skills - Ability to build rapport with clients and establish long-term relationships - Proficient in using computer systems and software applications for insurance quoting and policy management If you are a self-motivated individual with a passion for helping others protect what matters most to them, we would love to hear from you. Join our team of dedicated professionals today! Note: Bilingual candidates (English/Spanish) are strongly encouraged to apply. Benefits administration experience is a plus. Please submit your resume for consideration. We look forward to reviewing your application! Job Type: Full-time Pay: $60,000.00 - $80,000.00 per year Benefits: Paid time off Pay rate: Commissions/ Salary Supplemental pay types: Bonus opportunities Commission pay Weekly day range: Monday to Friday Work setting: In-person Office Ability to Relocate: Rego Park, 11374 Work Location: In person Job Type: Full-time Pay: $60,000.00 - $85,000.00 per year Supplemental Pay: Bonus opportunities Commission pay Work Location: In person
Sales Person Specific duties may include: •Cultivating and managing customer relationships •Making cold calls to prospective customers •Following sales leads and scheduling appointments with prospective customers •Following up with customers and providing solutions, should a service concern arise •Providing training to customers and their teams on various product lines and services •Connecting with customers to ensure that past due bills are paid and collect payments when necessary Requirement: •Computer Skills: Word and Excel •No Experience necessary