Senior Accountant, Family Office (new york city: manhattan)

Position Type: Full-Time  Typical Hours: Monday – Friday, 8am – 4:30pm ET  Location: Elkins, WV (with some remote work possible)  Travel: up to 10% domestic travel including overnight stays  Position Overview:  The Deputy Director at Woodlands Community Lenders, Inc. is responsible for managing the execution of its mission, which is to foster entrepreneurship and community revitalization by  providing access to capital and technical assistance to businesses in its target market of north-central  West Virginia. To be considered for this role, you must possess professional experience in lending, finance or economic development, experience leading a team, and strong communication skills. The ideal candidate will be a highly motivated and organized individual with a passion for rural community development and entrepreneurship. If you are interested in a career position with a growing community development financial institution (CDFI) and are seeking a  supportive and positive work environment, this could be the right fit for you.  Requirements Deputy Director Key Responsibilities: Collaborate with Executive Director and Board of Directors to plan and develop lending and technical assistance objectives, strategies, plans, timelines, and deliverables. Implement lending programs, including managing lending staff, underwriting larger deals, monitoring deployment, and coordinating resources. Assist with raising and deploying loan capital, including meeting with potential sources, preparing proposals and providing reports to lenders and investors.  Ensure compliance with company policies and procedures as well as state and federal regulations, and other identified requirements of various lenders and investors. Cultivate strategic partnerships to ensure program alignment and effectiveness.  Seek and secure funding opportunities through grant writing and other sources.  Travel as needed, including occasional airline travel and overnight stays to support program delivery and maintain project deliverables. Minimum in-office attendance is two days per week.   Deputy Director Qualifications:  Master’s degree preferred  Proven experience in management, including supervision, preferably in the economic development, nonprofit, banking, or similar industry sector. Strong project management skills, including the ability to manage multiple projects simultaneously. Prior experience in grant writing and funding development and/or professional communications. Excellent communication, including strong writing skills.  Deputy Director Qualities:  Interest in small business and community development finance and how these related to rural wealth-building.  Internal motivation and initiative.  Exceptional self-management and independent work skills. .  Relationship building and emotional intelligence skills.  Excellent communicator and active listener.  Salary: $60,000-$65,000, commensurate with experience.  Benefits Competitive benefits package.  105 hours PTO year one, increasing to 166 hours in year two, plus 14 paid holidays.  Opportunities for professional development and growth.  Collaborative and purpose-driven work environment.  Work in Elkins, West Virginia, known for its strong connection to the outdoors, its rich history, and its vibrant arts and culture scene. It's a gateway to the Monongahela National Forest, a hub for outdoor recreation, and a place where traditional music and crafts are preserved. Remote work may be possible up to 2-3 days per week.  About Woodlands Community Lenders, Inc.  WCL was founded in 2011 and was certified by the US Department of Treasury as a CDFI in 2012, the year in which it made its first loans to, among others, TipTop Coffee and Big Timber Brewing. By the end of 2024, over $8M had been invested in 136 local small businesses, creating jobs and assisting with the acquisition and renovation of over 25 downtown buildings in the Mon Forest Towns. Lenders’ loan pool is comprised of a mix of federal grants & loans, loans from CDFI intermediaries and local banks, along with equity from philanthropy.  WCL is the fiscal sponsor for Mon Forest Towns Partnership, Inc.   For further information, visit www.woodlandswv.org and www.monforesttowns.org Woodlands is an equal-opportunity employer committed to diversity and inclusion. We encourage individuals from all backgrounds to apply. 

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

You will be a key member of our small but fast-moving, dynamic team serving and investing in growth-focused business-to-business technology companies. Our entrepreneurial structure will afford you the opportunity to be deeply involved in exciting, demanding projects at an early stage of your career. Our granular approach means you’ll have meaningful engagement with the entrepreneurs and enterprises who are our clients and partners, enabling you to develop advanced strategy skills. You will build financial models, develop valuation analyses, create pitchbooks and other presentations and perform due diligence relating to mergers, acquisitions, capital raises, and proprietary investments by the firm's venture capital funds. First Analysis has been advising and investing in growth-focused B2B technology companies for over 40 years. Our approach is founded on comprehensive research and deep sector insights. We harness this knowledge to empower entrepreneurs, enterprises and their investors, transforming industry expertise and robust relationships into tangible results. We provide investment banking and related services through First Analysis Securities Corp. (FASC), a FINRA-registered broker-dealer and member SIPC, and invest directly in companies through First Analysis Capital Management LLC, an SEC-registered investment adviser. In our research and in all our undertakings, we aim to create an inclusive culture where the unique backgrounds and perspectives of our employees and partners are highly valued. First Analysis is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age or veteran status. Requirements Candidates should have a bachelor’s degree in business or a related area or a bachelor’s degree with relevant experience. You should be able to work in a fast-paced, team-based environment with minimal supervision, have strong research, quantitative, and analytical, skills and be proficient with Microsoft Office products, especially Microsoft Excel and PowerPoint. You should be proficient at synthesizing complex information about businesses and using strong writing, design and speaking skills to position them effectively for relevant audiences. Benefits Paid time off and holidays; health, dental, and vision insurance; 401(k) plan. Compensation: $80,000 per year. Minimum bonus of $20,000.00 during first year.

𝐀𝐛𝐨𝐮𝐭 𝐔𝐬 We are a modern bookkeeping & advisory firm using tech-enabled processes to support small businesses. Our lean, growth-focused practice helps entrepreneurs keep clean books, strengthen cash flow, and stay tax-ready. We’re looking for a U.S.-based professional to help build the foundation and grow with us. 𝐑𝐨𝐥𝐞 (𝐏𝐚𝐫𝐭-𝐓𝐢𝐦𝐞 𝐂𝐨𝐧𝐭𝐫𝐚𝐜𝐭𝐨𝐫 𝐭𝐨 𝐒𝐭𝐚𝐫𝐭) You’ll handle early client work (bookkeeping, payroll, tax prep support) and help design workflows for scale. You’ll be the credible voice on client calls and collaborate with offshore support as we expand. 𝐖𝐡𝐚𝐭 𝐘𝐨𝐮’𝐥𝐥 𝐃𝐨 Monthly bookkeeping: QBO/Xero, reconciliations, AR/AP, month-end close Clean-ups & catch-ups; COA design and process fixes Payroll coordination (Gusto/QBO/ADP) and sales-tax filings Assist with business & individual tax prep (Schedule C/1120-S/1065) alongside CPA/EA partners Prep year-end packages; maintain compliance readiness Document SOPs; supervise offshore bookkeepers as team expands Join client onboarding calls; set expectations & reporting cadence 𝐑𝐞𝐪𝐮𝐢𝐫𝐞𝐦𝐞𝐧𝐭𝐬 U.S.-based applicants only (client-facing work) 3+ years bookkeeping/accounting (SMB focus) QuickBooks Online Certification required Clear, professional communication skills Payroll & sales tax knowledge; tax exposure preferred Bonus: experience with Dext/Hubdoc, Gusto, or multi-entity accounting 𝐂𝐨𝐦𝐩𝐞𝐧𝐬𝐚𝐭𝐢𝐨𝐧 1099 contractor: $28–$38/hr DOE (CPA/EA track up to $55/hr) Hours: start at 10–20 hrs/week, grow with client load Incentives: $150 per new recurring client onboarded; bonuses for large clean-ups Path: expand hours or convert to W-2 Client Manager role as MRR grows 𝐏𝐞𝐫𝐤𝐬 Remote flexibility – Remote-Friendly Bookkeeper / Accountant (Part-Time, Flexible) Modern systems, no chaos Chance to help build a firm from the ground up Growth into advisory & tax support work Advancement potential as we expand 𝐓𝐨 𝐀𝐩𝐩𝐥𝐲 Send: 𝟏. Resume/LinkedIn 𝟐. A short intro 𝟑. Brief answers: (a) 𝐘𝐨𝐮𝐫 𝐐𝐁𝐎 𝐬𝐭𝐚𝐜𝐤 (𝐚𝐩𝐩𝐬/𝐭𝐨𝐨𝐥𝐬 𝐮𝐬𝐞𝐝)? (b) 𝐓𝐨𝐮𝐠𝐡𝐞𝐬𝐭 𝐜𝐥𝐞𝐚𝐧-𝐮𝐩 𝐲𝐨𝐮 𝐬𝐨𝐥𝐯𝐞𝐝? (c) 𝐘𝐨𝐮𝐫 𝐦𝐨𝐧𝐭𝐡-𝐞𝐧𝐝 𝐜𝐡𝐞𝐜𝐤𝐥𝐢𝐬𝐭 𝐬𝐭𝐞𝐩𝐬?

Job Description: Financial Advisor – New Location - Chesterfield, 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.

📌 Payroll Administrator – $28–$38/hr Full-Time On-Site Sacramento, CA Organization: UCP of Sacramento and Northern California Location: Sacramento, CA Pay: $28–$38 per hour Schedule: Full-time, On-site Benefits: Full benefits package included Join a mission-driven team supporting over 1000 employees across three organizations. UCP of Sacramento and Northern California is hiring a detail-oriented Payroll Administrator to ensure accurate and timely payroll operations. 🧾 Key Responsibilities: - Process semi-monthly payroll for 900+ employees across UCP, Foundation, and MRSI - Maintain payroll systems and ensure compliance with regulations - Manage payroll updates: new hires, terminations, pay changes - Prepare payroll wires, taxes, and retirement contributions (403b/457b) - Generate payroll reports (semi-monthly, quarterly, year-end) - Collaborate with HR to maintain accurate employee records - Support audits and assist with system upgrades - Provide technical support and staff training - Assist CFO with financial statements and month-end reports 🎓 Qualifications: - High school diploma required; associate’s degree in finance/accounting preferred - 3 to 5 years of payroll experience preferred - Proficient in Microsoft Office; SAGE / Paycom experience a plus - Strong communication, attention to detail, and confidentiality - Ability to multitask and work collaboratively - 10-key by touch 🎁 Benefits: - Medical, dental, and vision insurance - 403b retirement plan with employer match - Paid vacation, sick leave, and holidays - Life and AD&D insurance - Professional development support - Inclusive and supportive workplace culture Work Environment: Office-based role requiring sitting, talking, hearing, and computer use. Occasional lifting/moving of up to 15 lbs. Equal Opportunity Employer: UCP is committed to diversity and inclusion. We welcome applicants of all backgrounds and identities. 📨 Ready to apply? Submit your resume and cover letter today to join a team that makes a difference