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  • Tax Accountant/personal assistant
    Tax Accountant/personal assistant
    28 days ago
    $17–$22 hourly
    Full-time
    Corona, Queens

    About Us We are a fast-growing tax firm specializing in delivering premium, precision-driven tax services to high-value and high-net-worth clients across the U.S. Our team blends expertise, technology, and personalized service to ensure every client receives top-tier financial guidance and exceptional accuracy. We are expanding and looking for confident, detail-oriented Tax Professionals who thrive in a fast-paced environment and take pride in delivering high-level work. Position Overview As a Tax Professional, you will be responsible for preparing, reviewing, and filing complex tax returns while providing expert-level guidance to clients. This role requires professionalism, discretion, and the ability to communicate tax concepts clearly to clients who expect excellence. This position is remote-friendly, with a hybrid option for team members who prefer or require local office access. Key Responsibilities - Prepare and review individual, business, and specialty tax returns with precision and efficiency - Analyze financial records to ensure compliance with federal, state, and local tax regulations - Communicate directly with high-value clients in a professional, confidential manner - Research and resolve complex tax issues - Provide proactive tax planning strategies tailored to client goals - Maintain accurate, organized documentation within company systems - Collaborate with team members to improve processes and client service - Stay updated on evolving tax laws and industry standards Qualifications Required: - 2+ years of professional tax preparation experience (1040, 1120, 1065, etc.) - Strong knowledge of IRS regulations and multi-state tax rules - Excellent communication skills and client-facing professionalism - Ability to manage multiple clients and deadlines - High attention to detail and strong analytical skills - Experience with tax preparation software (e.g., Drake, Lacerte, ProSeries, UltraTax) Preferred: - EA (Enrolled Agent) or CPA license - Experience working with high-net-worth individuals - Familiarity with tax planning for business owners, investors, and entrepreneurs - Experience in a remote or hybrid work environment What We Offer - Competitive pay based on experience - Performance-based bonuses - Flexible remote or hybrid schedule - Opportunities for growth and advancement - Supportive team with strong leadership - Training and professional development - Confidentiality and stability working with long-term, high-quality clients Who We Want Professionals who are: - Confident and capable of handling high-value accounts - Self-motivated with strong time management skills - Trustworthy, ethical, and client-focused - Calm under pressure and committed to accuracy - Ready to grow with a company that values expertise How to Apply Please submit your resume, certifications (if applicable), and a brief statement summarizing your experience with tax preparation and high-value clients.

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  • Bilingual P&C Insurance & Administrative Support Specialist (English/Spanish)
    Bilingual P&C Insurance & Administrative Support Specialist (English/Spanish)
    1 month ago
    Full-time
    West Bronx, The Bronx

    About the Role We are seeking a proactive and bilingual (English/Spanish) professional to join our team as an Insurance & Administrative Support Specialist. This role combines customer service, administrative coordination, and insurance support in a fast-paced, client-focused environment. Key Responsibilities Provide exceptional customer service for Property & Casualty insurance lines, including Auto, Homeowners, and Business Liability. Communicate fluently in English and Spanish to support a diverse clientele. Deliver executive-level administrative support: calendar management, phone handling, and client follow-up. Maintain organized office systems and manage supply inventory. Perform clerical tasks such as filing, proofreading transcription and document scanning. Submit timely and accurate activity reports to the supervising agent. Required Qualifications Bilingual in English and Spanish (spoken and written). MUST HAVE Basic knowledge of Auto, Home, and Business Insurance products. Strong communication skills and professional demeanor. Proficient in Microsoft Word, Excel, OneDrive, and Google Workspace. High attention to detail and ability to multitask in a high-demand environment. Reliable, self-motivated, and committed to excellence. Must be available to work the following schedule: Full-Time | Monday–Friday 9 AM–5 PM | Saturdays 9 AM–3 PM (Tax Season) Preferred Qualifications New York State Property & Casualty Insurance License. New York Automobile Insurance Plan (NYAIP) Online System knowledgeable. Notary Public certification Why Join Us? Opportunity to grow within a dynamic and supportive team. Serve a meaningful role in helping individuals and businesses protect what matters most. Gain valuable experience in both insurance and administrative operations. Benefits Paid Time-Off Supportive team environment Opportunities for growth and development Apply today if you're ready to bring your bilingual skills, insurance knowledge, and administrative expertise to a purpose-driven team! Starting Base Rate of $18.00/hour. Job Type: Full-time Pay: $18.00 per hour Benefits: Paid time off Work Location: In person

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