FX/Crypto Trader – Remote Role, Performance-Based 💰

Booming Southlake/Grapevine CPA Firm seeks a Senior Manager over billings and collections. Financial Management experience is certainly a plus. Could be retired or semi-retired with a change of heart about work. We are an established public CPA firm in the Southlake/Grapevine area with an extremely affluent client base throughout the state of Texas and over half of the United States. FAMILY COMES FIRST WITH OUR FIRM. Stable company in existence over 35 years. Work at home sometimes. We are looking for an exceptional person who is a team player and has the desire and the potential to be a Senior Manager over Billing and Collections. The role requires outstanding communication, negotiation skills and the ability to be a team player. Compensation based on your verbal and analytical skills, ability to manage billing and collections with clients and communicate with our staff. YOUR ABILITY TO WALK ON WATER, know when you are sinking to ask for help, and demonstrate a keen sense of humor is a huge plus. WE HAVE AN EXTRAORDINARY TEAM THAT YOU WILL ENJOY WORKING WITH!!! Responsibilities: • Create and email invoices and statements to clients; coordinate with staff • Monitor assigned accounts to identify unresolved debts. • Follow-up with clients on overdue accounts. • Enter client payments in accounting systems. • Respond to client account queries in a timely and professional manner. Requirements: • High school diploma or equivalent qualification required. • Outstanding communication and interpersonal skills. • Excellent administrative skills. • Job stability

Our partner, a well-established financial services firm, is seeking an Investment Advisor Representative to support clients in developing and implementing personalized retirement strategies. Please note: This position is listed in Jacksonville, FL to attract applicants from that area. The role, however, is fully on-site and requires relocation to the Kirkland or Lynwood, Washington area. A relocation allowance is provided to assist with the move. This position eliminates the need for prospecting, as qualified client appointments are set by the in-house team. The role focuses on delivering tailored solutions to help clients achieve long-term financial security. Responsibilities Prepare, present, and implement customized retirement plans Assist clients with annuities, life insurance, long-term care, and managed portfolios Provide financial planning advice across investments, insurance, and retirement planning Develop, manage, and maintain strong client relationships Follow established processes and procedures to achieve individual and team goals Participate in public seminars to share financial information or introduce the firm Attend weekly virtual meetings Requirements Bachelor’s degree required Minimum of 5 years of financial services experience State Insurance License (required) Series 65 License (or Series 7/66 combination) (required) Proficiency with Microsoft Excel, Word, and database management; basic understanding of Windows and MacOS Strong mathematical, analytical, organizational, and communication skills (verbal and written) Ability to work effectively in a team environment and maintain client focus Benefits Location: Relocation Required (Kirkland or Lynwood, Washington) Salary: $75,000 – $90,000 Additional Compensation: Commission 10% in year one (option to move from base pay to 25% commission), up to 30% thereafter; Quarterly & Annual Incentives Health Insurance 401(k) Retirement Match Licensing Reimbursement Relocation Allowance (mandatory relocation required) Paid Time Off: 10 company holidays and 30 vacation days

Maintenance Department Administrative Assistant needed. Essential Duties: Acts as an assistant for accounts payables and general administrative assistant for a maintenance department. Essential experience: Microsoft Office, Word, Excel, Power Point, and MS Project. Previous experience with a Computerized Maintenance Management System is highly desirable. Provides general administrative support to the specific project office . Processes subcontractor invoices. Creates reports, correspondence, graphs, charts and statistics. Reviews credit card reports for accuracy and correct coding. Tracks and manages subcontractor insurance certificates, ensuring that all utilized subcontractors have appropriate levels of insurance that are up to date and in force. Assist with maintenance work scheduling and communication to internal and external customers. Should possess an understanding of and experience in the support of a Facility Maintenance operation. Makes staff travel arrangements and hotel accommodations Creates various database reports as required. Other duties as assigned Flexible work hours (avoiding peak traffic times) is a possibility. Must be able to pass and background check and receive a security clearance. Interested applicants may submit a resume to this advertisement or apply on line at: https://careers.nmsusa.com/honolulu-hi/administrative-assistant-facilities-maintenance/53C69D4D5B864CA5B444C1BF3A704A41/job/

Our partner, a well-established financial services firm, is seeking an Investment Advisor Representative to support clients in developing and implementing personalized retirement strategies. Please note: This position is posted with Chicago, IL as the location to expand applicant reach. However, the role is fully on-site and requires relocation to the Kirkland or Lynwood, Washington area. A relocation allowance is provided to assist with the move. This position eliminates the need for prospecting, as qualified client appointments are set by the in-house team. The role focuses on delivering tailored solutions to help clients achieve long-term financial security. Responsibilities Prepare, present, and implement customized retirement plans Assist clients with annuities, life insurance, long-term care, and managed portfolios Provide financial planning advice across investments, insurance, and retirement planning Develop, manage, and maintain strong client relationships Follow established processes and procedures to achieve individual and team goals Participate in public seminars to share financial information or introduce the firm Attend weekly virtual meetings Requirements Bachelor’s degree required Minimum of 5 years of financial services experience State Insurance License (required) Series 65 License (or Series 7/66 combination) (required) Proficiency with Microsoft Excel, Word, and database management; basic understanding of Windows and MacOS Strong mathematical, analytical, organizational, and communication skills (verbal and written) Ability to work effectively in a team environment and maintain client focus Benefits Location: Relocation Required (Kirkland or Lynwood, Washington) Salary: $75,000 – $90,000 Additional Compensation: Commission 10% in year one (option to move from base pay to 25% commission), up to 30% thereafter; Quarterly & Annual Incentives Health Insurance 401(k) Retirement Match Licensing Reimbursement Relocation Allowance (mandatory relocation required) Paid Time Off: 10 company holidays and 30 vacation days

THIS IS AN IN OFFICE POSITION, ON SITE only. Carbonaro CPAs has an opening for full-time work as a Full Charge Bookkeeper for our office in Kona, island of Hawaii. We are looking for detailed-oriented, reliable, highly organized individual who is able to work independently and work well with others. Our Firm has grown every year for 31 years with offices in Wailuku, Hilo & Kona. If you are looking for an opportunity to be a part of a great team in a growing CPA Firm, this might be a good fit. Full Charge Bookkeepers handle the full cycle of accounting duties. Accounts Receivables, Accounts Payable, bank reconciliations, adjusting journal entries to month end financial statement compilation. General Ledger maintenance; Payroll processing and payroll tax reporting. General Excise tax reporting; prepare subsidiary schedules i.e. prepaid and fixed assets (depreciation). Annual reconciliations and tax reporting. These are some of the areas of responsibilities and duties of a full charge bookkeeper. Work schedule: Monday – Friday – 8 am to 4:30 pm with a 30 minute unpaid lunch break. This is an in office position. The ideal candidates must possess: • High School diploma and some additional education or certification • Minimum of 5 years experience in bookkeeping, full charge experience • Previous experience with nonprofit accounting • Proficient in Quickbooks online and Quickbooks desktop • Critical thinking skills • Be highly organized and detailed oriented • Ability to work independently and as a team member • Be teachable, coachable, willingness to work • Knowledge of Microsoft Word, Excel & Outlook Benefits: • Health, dental & vision insurance • Paid time off • Holidays - 9 days • 401-K plan– with matching Every person is a valued member of our team and we care for our clients. We value doing excellent work for a reasonable price. Pay is commensurate upon experience. We will be happy to discuss your qualifications confidentially and at your convenience. Please email your resume.

The NetSuite Administrator & Finance Manager at Farmhouse Pottery plays a crucial role in overseeing the company's financial operations while ensuring the optimal performance and configuration of our NetSuite ERP system. This position merges financial expertise with technical skills to streamline processes, enhance reporting, and support data-driven decision-making. Key Responsibilities: NetSuite Administration: Configure, maintain, and optimize NetSuite to meet the evolving needs of the business. Create and manage user roles, permissions, workflows, and custom fields. Provide training and support to end-users, enhancing their understanding of system capabilities. Collaborate with NetSuite ACS and other integraiton partners to troubleshoot and resolve issues related to NetSuite. Financial Management: Oversee the bookkeeper and accounting functions including accounts payable, accounts receivable, payroll, and financial reporting. Prepare monthly, quarterly, and annual financial statements, ensuring compliance with regulatory standards. Analyze financial performance, expand KPIs and provide insights and recommendations to drive revenue growth and cost management. Manage budgeting, forecasting, and cash flow analysis to optimize financial planning. Coordinate audit activities and ensure compliance with financial regulations and standards Support efforts with Tax Strategy accountants and end of year filings. Other Support: Maintain books for parent company - including AP/AR Manage tenants and leases across varying properties Support company owner in business initiatives This role requires strong analytical skills, attention to detail, and the ability to communicate financial concepts to non-financial stakeholders. Requirements Bachelor's degree in finance, accounting, business administration, or a related field. Minimum of 5 years of experience in finance or accounting roles, with some managerial experience. Proficiency in NetSuite ERP; certification is a plus. Strong understanding of GAAP, financial principles, and regulatory compliance. Excellent analytical skills with the ability to interpret complex financial data. Strong project management skills, with the capability to manage multiple tasks and meet deadlines. Exceptional attention to detail and a commitment to accuracy. Excellent communication and interpersonal skills to work collaboratively with team members. Proficient in Microsoft Excel and other financial modeling tools. If you do not have all of these experiences, please still consider applying! No agencies, please Salary range is currently $85k-$115k based on experience. Benefits Comprehensive health, dental, and vision insurance Parental Leave policy Company paid holidays and PTO 401(k) with company matching Opportunity to make pottery, plus product discounts