Associate Financial Advisor (san jose west)

HOW TO APPLY PLEASE CLICK HERE TO APPLY WHY YOU SHOULD APPLY: Coalition Technologies is devoted to delivering clients the highest quality work while providing our team a fun, thriving, and innovative environment. Along with the opportunity for tremendous career growth and rapid advancement, CT offers: The most competitive profit-sharing bonus plan in the industry, paying up to 50% of company profits to full-time employees each month! A highly competitive Paid Time Off plan, promoting quality work-life balance. Subsidized gym memberships to help team members feel their best. Medical, dental, vision, and life insurance packages for all US-based team members. International Health Insurance Reimbursement Program for all international team members, a benefit unique to Coalition. Device upgrade and learning reimbursement programs. Motivating career development plans with clearly defined goals and rewards. Additional job-specific incentives and bonuses. Plus, 100% of our team works remotely with the support of time tracking software. Our company culture specializes in supporting remote team members, and we’ve been doing so for more than a decade. CT welcomes your application, wherever in the world it's coming from! YOU SHOULD HAVE: Competency in preparing local, state, and federal taxes for a small company. A minimum of 3 years of professional experience in an accounting capacity (preferred). A focus on teamwork and flexibility, as well as the capacity to work well under pressure. Great interpersonal skills for working with diverse personnel/departments throughout the company. Knowledge of Quickbooks Online software is a plus. Experience with QuickBooks, Microsoft Excel, and other Microsoft Office programs (candidates will be tested). Advanced proficiency with Microsoft Excel, Microsoft Office, and Google Documents (preferred). The availability to work 40 hours per week, Monday to Friday, 9:00 am to 6:00 pm Pacific Standard Time. Experience with a startup (preferred). Strong quantitative and writing skills. Ability to complete other duties, as assigned. YOUR DUTIES AND TASKS: Recording all transactions to the ledger in Quickbooks Online. Reconciling general ledger, journal entries, and bank statements. Preparing and analyzing monthly, quarterly and annual financial statements. Analyzing monthly financials and performance metrics in pursuit of improving cash flow and business efficiency. Comparing and analyzing annual budgets and cash flow forecasts with actual results. Preparing and submitting annual and quarterly taxes to city, county, state, and federal authorities. HOW TO APPLY PLEASE CLICK HERE TO APPLY California, New York, Washington, and Colorado: starting base pay for this position ranges between $16 - $50 per hour. Compensation may vary based on factors such as experience, qualifications, skills test performance, geographic location, and seniority of the position offered. Outside of California, New York, Washington, and Colorado compensation may fall outside the above ranges.

A client of ours in the tech space is looking to hire a Senior Accountant to join their Corporate Accounting team. You will be sitting on a team of 4 and report directly to the teams Assistant Controller. This candidate should have their Bachelor's Degree and at least 3 years of experience in a mix of public/private accounting or straight public accounting experience with clients in the tech, SaaS, or media industries. Experience with NetSuite is strongly preferred or a similar ERP system. CPA is preferred. Apply now for immediate consideration! Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply. California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: https://jobs.beaconhillstaffing.com/eeoc/ Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records. Company Profile: Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement. Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs. Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com. Benefits Information: Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings. We look forward to working with you. Beacon Hill. Employing the Future

🚗 Exotic Car Leasing Finance Specialist – Underwriting & Loan Approval 🚗 Are you passionate about high-end vehicles and precision financial analysis? Join our fast-growing exotic car leasing company and be a key player in putting people behind the wheel of their dream cars. We are seeking a detail-oriented and driven Finance Specialist to manage underwriting and loan approval for our exotic and luxury vehicle clients. You’ll use our proprietary lending matrix to assess risk, evaluate applications, and make high-value credit decisions with accuracy and speed. 💼 What You’ll Do Evaluate lease applications using our established lending matrix and guidelines. Analyze credit reports, financial statements, and income documentation. Make credit decisions on high-value leases, ensuring compliance with internal risk parameters. Communicate approval terms clearly to internal sales team and, when necessary, to clients. Work closely with sales and operations to ensure smooth funding and documentation. Continuously refine and enhance underwriting practices as our portfolio grows. ✅ Qualifications 5+ years experience in automotive finance, leasing, or consumer underwriting (exotic/luxury vehicle experience a plus). Strong understanding of credit analysis and loan structures. Ability to assess non-traditional income sources (self-employed, high-net-worth individuals). Proficiency in reviewing tax returns, bank statements, and other financial documents. Comfortable making independent decisions within a defined matrix and escalating exceptions appropriately. High attention to detail and strong organizational skills. 💎 Why Join Us? Be part of an elite team serving a high-end, fast-paced market. Work with some of the most exclusive vehicles in the world. Growth opportunities in a rapidly scaling finance and leasing business. Competitive pay, flexible environment, and a results-driven culture. Email resume with salary requirements

HOW TO APPLY PLEASE CLICK HERE TO APPLY WHY YOU SHOULD APPLY: Coalition Technologies is devoted to delivering clients the highest quality work while providing our team a fun, thriving, and innovative environment. Along with the opportunity for tremendous career growth and rapid advancement, CT offers: The most competitive profit-sharing bonus plan in the industry, paying up to 50% of company profits to full-time employees each month! A highly competitive Paid Time Off plan, promoting quality work-life balance. Subsidized gym memberships to help team members feel their best. Medical, dental, vision, and life insurance packages for all US-based team members. International Health Insurance Reimbursement Program for all international team members, a benefit unique to Coalition. Device upgrade and learning reimbursement programs. Motivating career development plans with clearly defined goals and rewards. Additional job-specific incentives and bonuses. Plus, 100% of our team works remotely with the support of time tracking software. Our company culture specializes in supporting remote team members, and we’ve been doing so for more than a decade. CT welcomes your application, wherever in the world it's coming from! YOU SHOULD HAVE: Competency in preparing local, state, and federal taxes for a small company. A minimum of 3 years of professional experience in an accounting capacity (preferred). A focus on teamwork and flexibility, as well as the capacity to work well under pressure. Great interpersonal skills for working with diverse personnel/departments throughout the company. Knowledge of Quickbooks Online software is a plus. Experience with QuickBooks, Microsoft Excel, and other Microsoft Office programs (candidates will be tested). Advanced proficiency with Microsoft Excel, Microsoft Office, and Google Documents (preferred). The availability to work 40 hours per week, Monday to Friday, 9:00 am to 6:00 pm Pacific Standard Time. Experience with a startup (preferred). Strong quantitative and writing skills. Ability to complete other duties, as assigned. YOUR DUTIES AND TASKS: Recording all transactions to the ledger in Quickbooks Online. Reconciling general ledger, journal entries, and bank statements. Preparing and analyzing monthly, quarterly and annual financial statements. Analyzing monthly financials and performance metrics in pursuit of improving cash flow and business efficiency. Comparing and analyzing annual budgets and cash flow forecasts with actual results. Preparing and submitting annual and quarterly taxes to city, county, state, and federal authorities. HOW TO APPLY PLEASE CLICK HERE TO APPLY California, New York, Washington, and Colorado: starting base pay for this position ranges between $16 - $50 per hour. Compensation may vary based on factors such as experience, qualifications, skills test performance, geographic location, and seniority of the position offered. Outside of California, New York, Washington, and Colorado compensation may fall outside the above ranges.

Looking for a part-time to full-time property and casualty licensed agent/broker. Let's make this simple and clear if you have a P&C license and want to work remotely for an awesome company, send in your resume. If you don't, please don't. :) ** Surplus Lines Experience a must! ** ** Experience processing Agency Bill policies a must! ** Flexible hours, as long as the job gets done, we're all happy.

We are a tax and accounting firm in West Hollywood, located in a beautiful office on the iconic Sunset strip. We are looking for a positive & motivated individual to join our tax team and work family. Our company has been in business for twenty years - we are continually growing & looking for an individual who wants to grow with us. Salary - STARTING AT $38.00 per hour - Benefits include Paid Vacation/Sick Time, Medical Insurance and 401K We have competitive compensation, excellent benefits, and great opportunity for career development and advancement. Job Duties: - Preparation of Corporate, Partnership, LLC, Trust, and Individual tax returns (can range from simple to complex) - Preparation of year-end projections - Review of financial statements and/or records for accuracy - Assist with tax notices, making tax payments, state tax filings, and/or other tax matters Requirements: - Minimum of THREE to FIVE years tax experience - Familiarity with accounting and bookkeeping procedures - CCH Axcess, Datafaction, and possible QuickBooks/QB Online experience a major plus - Strong attention to detail & excellent communication skills - Ability to multi-task and handle multiple returns throughout the season - Tax Preparation Certification, Enrolled Agent or CPA license preferred If you feel you would be a great addition to our team, please submit your resume so that we may further discuss.