Job Hunt America

Job Type: Fulltime

Job Description:

Personal Tax Manager $115k - $130k

Are You Ready For This Challenge?

Premier Global Risk Advisory leader located in Midtown, NYC seeks an exceptional individual to join their Personal Financial Services Tax Team. Using cutting-edge technology and working with team-oriented colleagues, you will manage multiple and challenging financial counseling engagements that serve the clients' overall financial needs and be responsible for managing and coordinating individual and fiduciary income tax planning and compliance for their clients.

This position offers excellent opportunities for learning, leadership and career advancement!

Specific Responsibilities:

• Contribute to client satisfaction by providing timely and effective responses to client needs and concerns, thereby enhancing long-term working relationships with clients.
• Demonstrate an understanding of complex financial planning concepts and income tax matters and effectively apply knowledge to various clients.
• Develop and deliver timely and high-quality services and work products that meet or exceed client expectations. Identify business development opportunities.
• Facilitate communications and provide ample assistance to team members by sharing knowledge to develop professionally and enhance service delivery.
• Maintain a personal commitment to continuing education for professional development and growth.
• Thoroughly and accurately analyze information. Prepare quality, practical tax planning for the client's financial situation and arrive at appropriate conclusions.
• Participate in client meetings and work within a team environment to deliver integrated advisory services to clients.
• Develop budgets, determine resource requirements, and direct/monitor engagements. Participate in managing the PCS group by assisting with forecasting future work, delegating work effectively, and resolving staffing issues.
• Supervise staff and seniors, review their work product for completeness and accuracy, and prepare it for client delivery. Assist in their professional development.
• Participate in recruiting efforts when necessary.

Qualifications:

• Bachelor degree with a concentration in accounting, finance, economics or a related field (an advanced degree in tax or law is desirable)
• 5+ years of High Net Worth individual Tax and/or Financial Planning relevant experience
• CPA, EA, JD, or CFP or other related experience or certification relevant to an area of specialization
• Excellent supervisory, interpersonal, analytical, and problem-solving ability
• Strong written and verbal communication skills
• A commitment to learning in a tax and financial planning technology environment
• Proficiency in technology applications

For more information on this job posting, please go to:
http://www.find-a-job-usa.com/NY-jobs.html

Posted by Joel Tyler at 11:18 AM | Permalink

Job Type: Fulltime

Job Description:

Senior Account Executive $40k - $50k

Premier product distribution leader with offices in Plainview, NY is ready to expand its' sales activities and seeking an aggressive senior level results driven Account Executive to join their team. The company is well recognized in the industry they serve and takes pride in providing quality products at competitive prices with outstanding service.

In this role, you will be responsible for:
• New account acquisition thru research, profiling and cold calling.
• Manage the growth of sales to an assigned group of high level customers, develop and enhance the existing relationship
• Develop a high degree of familiarity with the market
• Develop an understanding of and comfort with the product line
• Support all business development, marketing and sales activities.
• Create, plan, implement and monitor sales plan to aid current sales team in increasing volume on current customer base
• Participate in trade shows and customer buying shows
• Capable of travel as required by the job

Qualifications:
• Bachelor's Degree in related field
• Must Have prior technology sales experience
• Strong computer (hardware and software) skills a must
• Exemplary selling skills
• Ability to interact face-to-face with high-level clients
• Strategically-oriented thinking with sound business judgment
• Ability to establish and maintain effective working relationships with customers
• Self motivated and able to work independently
• Excellent oral and written communication skills
• Strong analytical skills

For more information on this job posting, please go to:
http://www.find-a-job-usa.com/NY-jobs.html

Posted by Joel Tyler at 11:16 AM | Permalink

Job Type: Fulltime

Job Description:

Personal Assistant $70k - $75k plus bonus

Premier Global Financial Services leader seeks an exceptional individual to join their NYC Administration team. You will provide support and assistance to the Managing Director of North America, and the New York Practice Directors ensuring that their calendars are managed and tasks are completed in an efficient manner and to assist in the day to day running of the New York office.

Specific Responsibilities:
Personal Assistant
• Organizing and coordinating all incoming and outgoing communications for the Managing Director of North America
• Coordinating and controlling the calendar of the Managing Director and the New York Practice Directors when necessary
• Preparing reports and board documentation for the Managing Director of North America and New York Practice Directors
• Assisting in the building of relationships with key individuals across various office locations spanning the globe
• Booking travel and accommodation for the Managing Director of North America and New York Practice Directors
• Managing the expenses of the Managing Director of North America and New York Practice Directors

Office Manager
• Circulating agenda's and minutes of various meetings
• Tracking and reporting to the Managing Director of North America and New York Practice Directors on the employee performance evaluation process for the New York office
• Managing disbursements on the office check register
• Serving as the onsite liaison for various central support functions which are located primarily in the UK such as Information Technology, Human Resources, Finance, Facilities and Training
• Liaising with HR - assist with local induction, new employee setup forms, employee termination, recruiting, job vacancy creation forms, job offer forms, confidentiality agreements, and job descriptions
• Facilitating office requirements in conjunction with Office Services such as arranging seating and computers in the office
• Coordinating of People Care Budget, Sports & Social Club and Holiday Party
• Supervising the Administrative Staff (Reception, etc)

Qualifications:
• Associates Degree or higher
• 2+ years Personal Assistant experience required, (references will be requested)
• Highly proficient in MS Word, PowerPoint and other MS Office applications
• Excellent organizational skills
• Strong communication skills both written and verbal
• Team player

Work Environment:
This firm is a fast-growing, world-class professional services provider with offices in Cayman, Dubai, Dublin, Guernsey, Hong Kong, Jersey, London, Luxembourg, New York, and Singapore. They serve a diverse range of international markets and market leading clients. As a forward-thinking organization, they select people for their motivation and commitment to achieving the highest standards in all that they do. They embrace diversity in selecting the right individuals for our team.They aim to harness talent by training and developing our people to reach their full potential and rewarding them for their role in the success of the company. If you're committed and energetic, there's plenty of opportunity to move ahead. The firm offers competitive salaries and an extensive range of flexible benefits to suit your lifestyle and priorities.

For more information on this job posting, please go to:
http://www.find-a-job-usa.com/NY-jobs.html

Posted by Joel Tyler at 11:15 AM | Permalink

Job Type: Fulltime

Job Description:

Property management firm seeking experienced maintenance person for full time on-site position at an apartment complex in downtown Milwaukee. This higher end complex is a large 106 unit building with 1 and 2 bedroom apartment units. Must have basic tools, general maintenance knowledge, and be very self motivated. This position includes salary plus apartment unit.

Responsibilities:

- Turnover of vacated apartments
- Snow removal
- Yard work
- Reports directly to Maintenance Supervisor
- General maintenance of apartment building and Units


Qualifications:

- Must be detail oriented with the ability to focus with moderate interruptions in a fast pace environment.
- 2+ years experience in related field preferred, but willing to train the right person.

Compensation:
- Salary, based on experience
- One or Two bedroom unit, MUST LIVE ON-SITE
- Company cell phone
- Plus benefits

For more information on this job posting, please go to:
http://www.find-a-job-usa.com/WI-jobs.html

Posted by Joel Tyler at 11:13 AM | Permalink

Job Type: Fulltime

Job Description:

Manager, Trust & Estates $100k - $120k plus bonus

Premier NYC Accounting and Advisory leader seeks an exceptional individual to manage their Fiduciary Tax / Trusts & Estates Team. You will be responsible for the efficient, accurate, complete, and timely review and preparation of all clients' filing of estate, gift, individual and fiduciary tax returns as well as judicial accountings. You will be expected to work independently, supervise others and have experience in fiduciary accounting, high end estates, filing 1041's, 1040's, 709's and 706's, and fiduciary state tax returns. Advanced technical and research skills in a variety of tax areas, along with well-developed and applied management and supervisory skills are required.

Specific Responsibilities:
• Review estate fiduciary income tax returns along with the decedent's final individual income tax return.
• Review trust fiduciary income tax returns and individual income tax returns assigned
• Analyze estate planning documents including wills, codicils and trust instruments to determine the proper treatment of assets and liabilities for tax purposes
• Review accounting transactions, disbursements and receipts to principal and income accounts to ensure proper treatment for judicial accountings
• Develop post mortem tax-saving strategies for the estate accounts
• Assist clients with various accounting related matters
• Keep abreast of tax changes and issues that could affect clients
• Effectively supervise staff, seniors and supervisors

Qualifications
• Bachelor degree in Accounting, Taxation and/or other appropriate academic major
• CPA certification highly preferred
• 5-7 years experience in the preparation and review of fiduciary income tax returns
• Knowledge of the preparation of trusts, estate, gift tax returns and trust accounting
• Strong client interaction skills
• Excellent written and verbal communication skills
• A dedication to teamwork and leadership
• Integrity within a professional environment
• Working knowledge of GoSystem and Zane software a plus

The firm offers an outstanding benefits package which includes:
• Health and dental insurance
• Retirement savings(401k/Roth IRA)
• Life and disability insurance
• Pre-tax transit program
• Paid holidays and vacation time
• Continuing education benefits
• Mentor program
• Community involvement

For more information on this job posting, please go to:
http://www.find-a-job-usa.com/NY-jobs.html

Posted by Joel Tyler at 11:12 AM | Permalink

Job Type: Fulltime

Job Description:

Private Client Services $45K - $60K

Exciting Growth Opportunity!

Premier global investment management leader located downtown Cleveland, Ohio seeks an exceptional individual to join their Private Client Services team. This highly challenging position will be responsible for providing support to an assigned client base within the Wealth Management group.

You will be responsible for all aspects of client servicing including heavy interaction with existing clients as well as problem solving for high net worth potential clients and referral sources. You will also get involved with portfolio analysis, account creation, maintenance and reconciliation, special projects and preparation of marketing / prospecting presentations.

The firm provides extensive training, both classroom as well as on the job exposure to investment products, services, procedures and policies, in addition to continuing education on various industry/economic events and market issues.

This is an Outstanding Opportunity for exposure to all aspects of asset management with promotion to Associate level after obtaining Series 7 & 63 registrations (approximately 4 to 6 months after start date).

Qualifications:
• Bachelor degree
• 1-3 years of related experience in a relationship management capacity (will consider recent college graduate with strong internship experience)
• Previous financial industry experience is required
• Must possess strong analytical, written/oral, communication and organizational skills
• Excellent computer skills
• Detail-oriented, able to work well under pressure and be a team player

For more information on this job posting, please go to:
http://www.find-a-job-usa.com/OH-jobs.html

Posted by Joel Tyler at 11:10 AM | Permalink