Remote Tax Referral Agents

About Us We’re a growing private wealth management firm in Dover, Delaware, on a mission to help people feel confident and excited about their financial future. Our team believes in building real relationships, simplifying complex financial concepts, and showing up with heart and integrity every day. If you value meaningful work and being part of a close-knit, supportive team, you’ll feel right at home here. About the Role As our Registered Financial Advisor Assistant, you are the heartbeat of our client experience. You’re often the first face clients see and the first voice they hear, whether they’re longtime clients or walking in for the very first time. Your role is all about making people feel welcome, cared for, and confident that they’re in good hands. You’ll be responsible for keeping our front and back office running smoothly, supporting both clients and our team with warmth, precision, and professionalism. In your first 90 days, your focus will be delivering a five-star experience during every client interaction while managing day-to-day service requests with a calm, can-do spirit. What You’ll Be Doing Client Service & Experience  Greet clients warmly in-person and over the phone  Provide responsive, thoughtful support for client requests and service needs  Assist with new client onboarding and ongoing client relationship management Office Support & Organization  Manage reception, scheduling, and phone coverage  Prepare client files and follow up on action items from meetings  Maintain organized, and accurate digital and hard copy files Marketing & Communication  Help support marketing initiatives and client outreach  Assist in executing client events, mailings, and content preparation Team Collaboration  Work alongside advisors and the operations team to keep things running smoothly  Take initiative on tasks and contribute to a supportive, positive office environment  This is a performance-based role with opportunities for growth and deeper client engagement over time. Requirements Required:  Associate’s degree or higher  At least 2 years of experience in a similar administrative or client service role  Proficiency with Microsoft O􀆯ice, Outlook, and CRM systems  Excellent communication and organizational skills  Able to manage multiple requests while staying calm and focused  Professional, ethical, and committed to client confidentiality Preferred (but not required):  SIE, Series 7, and/or Series 63 licenses  A sense of humor, a service-first mindset, and a team player who’s not afraid to roll up their sleeves Benefits Compensation & Benefits  $45,000 - $65,000 salary range  Life and disability insurance  Health, dental, vision insurance available  Paid time off, starting immediately  Reimbursement for license exam costs post-achievement  A workplace where your voice matters and your efforts make a real impact

Real Estate Company is seeking an energetic and positive entry level person to joint to the team. Requirements -Full-time position with scheduled week hours (Monday – Friday 9:00am -4:00pm) -Marketing/Leasing -Must be enthusiastic, positive team player willing to learn -Review applications ensuring that they are accurate and legible -Arrange and confirm appointments/ Showing vacant units -Review A/R delinquency reports -Strong organizational skills, ability to prioritize work. -Strong sense of responsibility -Knowledge of computers -Speak Spanish -Experience not necessary

Kooner Fleet Management Solutions is seeking a detail-oriented and analytically minded Financial & Payroll Analyst to join our rapidly growing, collaborative and diverse organization. The Financial & Payroll Analyst will play a crucial role in our operations by managing payroll processes, ensuring timely and accurate compensation for our valued staff, and contributing to the overall efficiency of our business. This role goes beyond traditional payroll processing—you’ll not only ensure accurate and compliant weekly payroll execution across multiple states, but also deliver meaningful financial insights through reporting, dashboards, and ad hoc analysis. You will work closely with Finance, HR, and Operations to connect payroll, benefits, and labor costs to the bigger financial picture.   We value a proactive attitude and the ability to manage competing priorities, as our fast-paced environment requires attention to detail and a commitment to excellence. This position is a hybrid remote opportunity based out of our corporate office in Sacramento and will be reporting to the Director of Finance.   Why Kooner Fleet Management Solutions?   With over 8 years of experience in the industry, Kooner FMS is recognized as one of the leading providers of fleet maintenance and emergency repair services in the United States. Our commitment to providing efficient and reliable fleet maintenance and repair services ensures that our clients' trucks and trailers remain in top condition, allowing them to operate safely and meet high standards. As a family-owned business, we take pride in our work, our partnerships, and our dedicated team members.   Excellent Benefits:   Competitive salary: $75,000-95,000 Medical, Dental, Vision  401K Match   Life Insurance   Opportunities for career growth and advancement     What the Finance & Payroll Analyst role looks like:   Payroll & Compliance  Process and reconcile weekly payroll accurately and on time, ensuring compliance with federal, state, and local regulations.  Maintain up-to-date knowledge of multi-state payroll laws, wage/hour regulations, and reporting requirements.  Partner with HR to administer and reconcile employee benefits, retirement contributions, and deductions.  Assist with year-end payroll activities including W-2s, tax filings, and audits.  Financial Analysis & Reporting  Build and maintain dashboards, variance reports, and financial models related to labor, payroll, benefits, insurance and profitability at the tech level.  Provide ad hoc analysis to support management decisions, including headcount, overtime, and cost forecasting.  Develop and track KPIs related to payroll efficiency, labor utilization, and benefits spend.  Assist with journal entries and payroll-related accruals as part of monthly close.  Analytics & Process Improvement  Leverage Excel and reporting tools (Power BI, Tableau, or similar) to create insights from complex data sets.  Identify trends, risks, and opportunities in payroll and labor costs to improve forecasting accuracy.  Recommend process improvements to enhance payroll accuracy, efficiency, and compliance.    What our ideal candidate looks like:  Bachelor’s degree in Accounting, Finance, Economics, or related field.  2+ years of experience in financial analysis, accounting, or payroll-related roles.  Experience with payroll and HRIS systems.  Advanced proficiency in Microsoft Excel (pivot tables, VLOOKUP, modeling).  Experience with business intelligence tools (Power BI, Tableau, or similar).  Excellent analytical, problem-solving, and communication skills.  Ability to handle confidential information with integrity.  Work Environment:  Standard office setting.  Must be able to lift up to 10 lbs.  Must be able to sit for up to 4 hours at a time.      Kooner Fleet Management Solutions is an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees and applicants, free from discrimination and harassment. All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other characteristic protected by law. We celebrate diversity and are dedicated to fostering a workplace where every team member can thrive.   Kooner Fleet Management Solutions participates in E-Verify for employment eligibility verification.      #KFMSC

We are a family-owned clothing company based in San Rafael in search of an office administrator/ receptionist. This is an ideal opportunity for a polished, articulate, and enthusiastic candidate who enjoys providing excellent customer service in a fast-paced office. We are looking for an engaging individual to act as the face and voice of the company as they greet outside contacts, respond to inquiries (both internal and external), and provide the highest level of customer service to both external guests and internal team members. As a candidate, you should have a professional demeanor and excellent interpersonal skills that will ensure your success in this highly visible role. You’d exhibit a diplomatic savvy and EQ skill set to interact with entrepreneurs, high-profile guests, investors, and vendors alike. Further, you’ll need the ability to prioritize and multi-task while paying close attention to detail. Key Responsibilities: • General administrative duties include but are not limited to mail and package management, meeting rooms, ordering office supplies, facilities, IT and general upkeep. • Order entry and related customer service. • Report regular operational updates. • Manage site emergency action plans, continuously reviewing and revising to ensure effectiveness; respond to emergency situations on-site (when needed) • Good project management skills and the ability to handle tight deadlines and work on simultaneous projects with little direction. • Ability to be on-site 5 days a week • Assist with the accounting team as needed Desired Skills and Experience: • 3 years in office administrative or customer service-oriented operational role • Excellent organizational skills with the ability to calmly juggle competing priorities and manage workflow • Strong interpersonal skills, demonstrated ability to interface with guests, other administrative assistants, and team members of all levels • Ability to motivate and lead self and others to deliver results in a collaborative environment • Strong teamwork and project-related skills, ensuring open communication channels across multiple functions and departments • A high degree of professionalism and ability to maintain confidentiality • Impeccable attention to detail

Payroll Specialist Hourly Rate: $28.85 – $38.46 Schedule: Full-time, Day Shift, 9:00 AM start time Work Arrangement: Remote (must be local to Los Angeles office and able to come in for special projects/meetings) Responsibilities: Processing of bi-weekly payroll; includes entries, reviewing, auditing, and running multiple post payroll reports for US and UK Payroll reconciliation against funding Processing employee status changes, make-up time forms, meal waivers Processing parking stipends; end of month payroll Processing deferral changes weekly (employee 401k elections) as well as 401k loans Processing annual merit increases and additional payrolls as needed Assigning Time Off policies Payroll General Ledger (G/L) reconciliation Processing garnishments, includes agency responses Processing manual checks/banking ACH for terminated employees (final payments) Provide OT reports to each division head/upper management Reporting union payroll costs to Finance team (Entertainment Partners) Registering for wage accounts with states as added to payroll and setting up state and local tax jurisdictions in ADP Processing/paying select local taxes that ADP does not handle (quarterly) 401k funding HSA funding (Health Savings Account) Processing domestic and international wires Processing vendor wires for A/P; payment manager/manual wires/wire recalls/wire amendments (in communication with A/P as well as Wells Fargo) Reporting of daily bank deposits to Finance team Reporting of company credit card balances to Finance team Monthly benefits billing (Aetna/Kaiser/MetLife); accessing invoices from vendor portals and reconciling each cost per employee and business segments Cap labor reporting; updating and verifying rates (pHelix/QuickBase) Monthly vacation accrual reconciliation Providing documentation and reports for internal and external audits (workers comp/401k/EY) Cross-charge billing; reporting wages and employer taxes and 401k match for select employees Reviewing ADP credit and debit invoices as received and forwarding to Finance team Multiple reports for Management/HR/Finance as needed Continuous communication with employees and supervisors; assisting with general inquiries, time off requests, timecard issues and edits Proficient with MS Excel (formulas, V-lookup, Pivot tables, etc.) Perform ad-hoc duties as assigned Requirements BA in Accounting/Business Administration 3–5 years of payroll and general ledger accounting experience Knowledge of general accounting principles Knowledge of employee labor laws, taxes, relevant legislation, policies and regulations Proficient in Microsoft Excel and Outlook Proficient in ADP software preferred Outstanding organizational and time management skills Ability to collect and analyze data efficiently Strong attention to detail Ability to work in a team-oriented environment Ability to work independently Demonstrated ability to handle confidential and sensitive information Excellent communication and problem-solving skills

Overview We're an established CPA firm with over 15 years of experience serving a wide range of small business clients. We're looking for an honest, kind, and detail-oriented Bookkeeper/Accounting Associate to join our team. We are a friendly small office where you can enjoy professional growth and long-term stability with loyal clients. Key Responsibilities: • Bookkeeping, payroll, and sales tax for business clients • Assist in tax preparation as needed Qualifications • 2+ years of accounting experience • Proficient in QuickBooks • Strong understanding of core accounting principles • Highly organized and detail-oriented • Excellent communication with a proactive attitude, integrity and professionalism • Associate or Bachelor’s degree in accounting, finance, or related field, or equivalent work experience Pay rates: $24.00 - $35.00 depending on background and experience. Full benefits include retirement plan match, health insurance, paid holidays, paid vacation, etc. Application Questions: - List top 3 things you are looking for in your next job - Please provide your LinkedIn Page Work Location: In person