H&R Block Opportunity (Conifer)

The Senior Payroll Specialist is responsible for the administration and processing of payroll for clients.  This position will add new hires, update current employees and process terminated employee as part of the payroll process as well as prepare payroll related reports.  They have the ability to work with clients with more complex accounting and payroll needs. Works closely with assigned clients to assess general payroll Prepares reports, returns, and other documents as required, including payroll reports, year-end tax forms, and other reports required by clients Administers and processes payroll for clients, including updating payroll systems with new and terminated employee information, pay rates and deductions; collecting, reviewing and verifying time sheets; processing and completing the payroll cycle, direct deposit input; preparing payroll tax deposits and other payroll reports as required; and issuing W2s In-house payroll processing and download/filing of payroll returns New hire setup and communications Coordination with client support for payroll agency correspondence matters Garnishment, benefit plan obligations and other required reporting to Accounts Payable Download of payroll transactions if processed by 3rd party Assists with training new employees in the accounting services department Requirements Associate’s Degree in Accounting or equivalent work experience required 5+ years of payroll experience required Understanding of payroll laws and guidelines Strong technology skills Ability to work on multiple projects and meet deadlines Ability to communicate clearly in writing and verbally Team player Ability to think innovatively Benefits Health insurance; dental insurance; vision insurance; an employer funded profit-sharing plan with a 401(k) option (upon meeting eligibility requirements), group term life insurance, disability insurance, flexible spending accounts and a flexible time off and paid leave program.

Collections Account Manager (Consumer Finance) The exclusive lending company for Byrider, Car Now Acceptance Company, is growing!  Collections Account Manager career opportunity at our Greenville, SC, finance office!   Rewards for Collections Account Manager:   Annual compensation: $80,000.00 - $120,000.00+ Hourly pay + weekly, monthly & annual incentives Great benefits & paid time off Extensive training Career growth potential in multiple areas Industry-best customer program 36 years in business National company in 25 states Great software & systems Full spectrum lending & collections Collections Account Manager Responsibilities:   Collections account management Work to problem solve & find a solution Help ensure customer satisfaction Credit origination/lending Attend training classes & meetings  Hours for Collections Account Manager:   Full time (45-50 hours based on business needs) 5-day work week No Sundays Work most Saturdays 9-6 with a weekday off Office Hours: 8:30-7 M-F, 9-6 SAT Scheduled until 7 twice per week Collections Account Manager Requirements:   First party collections experience Sub-prime collections experience is a plus Able to work on-site full-time Able to pass a background check & basic drug screen (THC excluded) Able to work the listed hours Good computer, problem-solving & communication skills Keywords: Collections, Collection, Collector, Collections Specialist, Collections Account Manager, Collections Representative

Pay: $23.00 - $25.00 per hour Job description: Temporary Accounts Payable Administrator Santa Maria, CA | Full-Time | $23–$25 per hour We are seeking a Temporary Accounts Payable Administrator to support a tire company in Santa Maria. This role is full-time, Monday through Friday, 7:30 AM to 4:00 PM. The ideal candidate will have prior accounts payable experience and strong administrative skills. Responsibilities: Process vendor invoices, purchase orders, and payments accurately and in a timely manner Reconcile statements and resolve discrepancies with vendors Maintain organized financial records and filing systems Assist with general administrative tasks as needed Collaborate with office staff and management to support daily operations Requirements: Previous accounts payable experience required Strong attention to detail and accuracy Proficiency with computers, accounting software, and Microsoft Office (Excel, Outlook, Word) Ability to work independently and manage deadlines Professional communication and organizational skills Schedule and Pay: Monday to Friday, 7:30 AM – 4:00 PM $23–$25 per hour (depending on experience) Temporary position (duration to be determined) Job Types: Full-time, Temporary Work Location: In person

Job Description: Financial Advisor – Headquarters - Troy, MI About Us Financial Services of America (FSA) specializes in helping individuals achieve their retirement dreams through comprehensive financial planning. We pride ourselves on integrity, client-first service, and providing tailored strategies that encompass tax planning, estate planning, insurance, and investments. Recognized as a Top Workplace for 13 years by the Detroit Free Press, we’re committed to fostering a supportive and rewarding environment for both our clients and our team. With the launch of a new location, we’re looking for a motivated Financial Advisor to join us and make a difference in the lives of our clients. Position Overview FSA is seeking an experienced and detail-oriented Financial Advisor to spearhead operations at our new location. This role is ideal for a self-starter who thrives in a dynamic environment and enjoys public speaking, as it involves hosting retirement dinner seminars to educate and engage potential clients. No cold calling is required – FSA provides all marketing and appointments set for you in your calendar, so you can focus on building relationships and creating impactful financial plans. Key Responsibilities Build and maintain strong, trusting relationships with clients to develop personalized financial plans. Host and present at retirement dinner seminars, effectively communicating key financial concepts and engaging audiences. Provide holistic financial advice, including strategies for tax efficiency, retirement income planning, and asset management. Leverage company-provided leads to grow and manage a robust book of business. Maintain meticulous records of client interactions, plans, and follow-ups. Work independently to establish and grow FSA’s presence in the new location while collaborating with the broader team to ensure consistency and alignment with company values. Stay informed on industry regulations, market trends, and financial planning tools to deliver up-to-date advice to clients. Qualifications Bachelor's degree in Finance, Business, or a related field, preferred but not required. Relevant certifications or licenses (Series 65/66, CFP, etc.) or a willingness to obtain them promptly. Minimum of 3 years of financial advising experience. Outstanding public speaking and presentation skills. Highly detail-oriented with exceptional organizational and time-management abilities. Self-motivated, proactive, and capable of working autonomously in a new market. Strong interpersonal skills and ability to build rapport with a diverse client base. Proficiency in financial planning software and tools. What We Offer No Cold Calling – FSA provides all marketing and appointments set for you in your calendar. Competitive compensation, including a base salary ($75,000) and performance-based bonuses. Comprehensive training and resources to support your success. A client-centric approach that allows you to focus on delivering high-quality advice without the stress of prospecting. Opportunities for career growth and professional development. A collaborative and supportive company culture dedicated to excellence and integrity.

Are you interested in a career in tax preparation? Can you talk to anyone and make people feel welcome? We are seeking motivated individuals to join our team of tax professionals. No experience is necessary, we will train you*! JOIN FOR OPEN HOUSE ON OCT 7th. Why Join Us? - Liberty Tax is a great place for a flexible career, or even better as a long-term home. We offer continual training for skill development, and a place you can give back to your community. - We are CTEC-certified to offer the 60-hour course required to become a licensed tax preparer in California. - You can enroll in our *Tuition-Free* tax course and get started right away. If we teach you, we guarantee you an interview with our hiring team. Experienced preparers are always welcome. - We are flexible. Classes are held twice a week, covering everything you need to know to become a certified, paid tax preparer. What You’ll Gain: - Comprehensive training from experienced professionals. - Support in obtaining your CTEC certification and PTIN. - Hands-on experience with tax preparation. - The opportunity to start a rewarding career in a growing industry. Requirements: - High school diploma or equivalent. - Strong attention to detail and a willingness to learn. - Availability to attend our 60-hour course, held three times a week. - Interest in tax preparation and customer service. -Sales and/or retail experience a plus. -Bilingual skills are a plus. Details: Tuition: FREE Books: $0 Hybrid Class: 2 days in person, and 1 day from home each week. Classes begin October 16th, and will be held every T, W, and Th until 11/25. Thursday class will be completed remotely from home. Location: 219 Jackson Street Hayward, CA 94544 (Morning Class) Class will be held Tuesday & Wednesday. 2 classes each week. Thursday is study from home. LIBERTY TAX SERVICE-HAYWARD 219 JACKSON ST HAYWARD CA 94544 510-885-1040 LIBERTY TAX SERVICE-SAN LEANDRO 16396 E.14TH STREET SAN LEANDRO, CA 94578 510-481-2040 If you're ready to jumpstart your career as a tax preparer, apply today! We are excited to help you on your journey to becoming a certified professional. *Tuition-Free Tax Course. Small fee for books & Supplies. CTEC registration fees and PTIN fees will apply but may be eligible for reimbursement post-employment. *Liberty Tax is approved by the California Tax Education Council to offer qualifying and continuing education courses that count as credit towards the annual requirements imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone toll-free at (877) 850-2832, or on the Internet at www.ctec.org. *Tuition-Free Tax Course. Small fee for books & Supplies. CTEC registration fees and PTIN fees may still apply. *Start your career with us! Apply now.

Are you passionate about helping clients achieve their financial dreams? Gatewood Wealth Solutions, a leading comprehensive wealth management firm, is seeking a detail-oriented and collaborative individual to join our team in St. Louis as a Wealth Coordinator. The Wealth Coordinator position is an exciting opportunity to collaborate with a planning-centric team of advisors to design, build, and protect the financial dreams of clients. As a Wealth Coordinator, you will be responsible for providing financial planning support to the Wealth Planners and collaborate with the Investment Committee to deliver premier financial planning and client service. You will partner with one of our Client Care team of professionals to care for client relationships by actively supporting the financial planning process to address retirement, risk management, investment, estate, and tax considerations. The Wealth Coordinator is an essential member of our team, working closely with Wealth Planners to offer unmatched financial planning support and service to our clientele. The individual reports directly to the Wealth Coordinator Manager. ESSENTIAL DUTIES AND RESONSIBILITIES Develop a mastery of Gatewood Wealth Solution’s planning and investment philosophies. Collaborate with Wealth Planners and the Investment Committee to deliver exceptional financial planning. Assist clients in realizing their financial aspirations. Prepare client meetings by creating and organizing materials such as financial plans, investment proposals, and paperwork for client discussions. Quickly learn the financial planning software eMoney to create and edit financial plans, as well as Black Diamond and Holistiplan as additional service and planning tools. Participate in client meetings, aiding in data collection, summarizing details, and ensuring timely follow-ups. Fulfill ongoing client service requests, including money transfers and addressing specific client needs. Interact with current and prospective clients to gather essential information and track action items. Manage the onboarding process for new clients and ensure the retention of existing client accounts and assets. Work alongside Wealth Planners to bolster client retention and manage assets. Identify additional planning and revenue opportunities within our existing client base. Draft professional and concise communications tailored for clients and potential leads. Collaborate with clients and internal teams to ensure a superior client experience. Requirements CORE COMPETENCIES Mastery in preparing for meetings and assisting in client interactions. Efficient management of client needs and prompt task execution. Articulate communication and commendable interpersonal attributes. Ability to analyze and condense data to provide actionable insights. Drafting immaculate professional written communications. Strong interpersonal communication skills to engage with teammates and clients effectively. Analytical mindset and ability to provide thoughtful recommendations and solutions based on client goals. Results driven, detail-oriented self-starter. Excellent team player. Ability to adhere to firm process and compliance standards. Basic knowledge of the financial industry, financial products, financial planning concepts, and investment management. Superior organizational and time management abilities. Stellar communication skills with a client-centric approach. Adept at learning and deploying the firm's protocols, processes, and compliance standards. Solutions-driven mindset tailored for clients. BASIC QUALIFICATIONS: Bachelor’s degree in Finance or a related field or relevant experience. Series 63, 7, and 65 Registrations are a plus, but must be acquired within the first year. A Missouri Life & Health Insurance License is an added advantage, but not required. CFP® Candidate (Certified Financial Planner Professional) is a plus. Benefits Gatewood Wealth Solutions offers a competitive salary with both individual and team-based incentive compensation, as well as a competitive benefits package. Gatewood Wealth Solutions pays 100% of a team member’s health insurance, life insurance, short and long-term disability insurance, and offers a partially funded HSA option. Additional benefits include a company match 401(k) plan, education reimbursement, voluntary dental, and vision insurances. GWS offers 8 weeks paid maternity, paternity leave for the primary caregiver, and 2 weeks for the secondary, tenure based Paid Time Off, and part-time remote work opportunities.