Financial Professional

3 weeks ago


West Covina, California, United States Ruben D Rosas Inc Full time
Role Description

We are seeking an experienced Tax Specialist to join our team as an Accountant / Tax Preparer. This role involves preparing tax returns, advising clients, and performing financial tasks.

Key Responsibilities:

  • Prepare tax returns for various types of entities.
  • Analyze tax reporting agency notices and advise clients accordingly.
  • Perform financial statement preparation, including balance sheets and income statements.
  • Reconcile bank accounts using QuickBooks.

Requirements:

  • 3+ years of experience in accounting and/or tax preparation.
  • Enrolled Agent (E.A) or CTEC-Registered Tax Preparer certification is preferred.
  • Strong knowledge of tax laws and regulations.


  • West Covina, California, United States Nick Cadena EA The Tax Doctor Full time

    Job SummaryNick Cadena EA The Tax Doctor is hiring a Financial Reporting Professional to join our team. As a key member of our accounting department, you will play a critical role in maintaining the accuracy and integrity of our financial records.ResponsibilitiesPrepare and analyze financial reports to ensure compliance with GAAP principles.Develop and...


  • West Covina, California, United States Advantex Professional Services Full time

    Financial Operations: Advantex Professional Services requires a skilled AP Cycle Coordinator to oversee the entire accounts payable cycle. As an AP Specialist, you will play a critical role in maintaining financial stability.**Primary Duties:**Manage the entire AP process from start to finish.Verify expense reports for accuracy and compliance.Facilitate...


  • West Covina, California, United States Strategic Fortune Wealth Management Full time

    About Our FirmStrategic Fortune Wealth Management is an independent financial services company, affiliated with Cetera Financial Services, Inc. Our team of experts provides comprehensive wealth management services to individuals and businesses, specializing in financial planning, investment advisory, and insurance services.CompensationOur financial advisors...


  • West Covina, California, United States Strategic Fortune Wealth Management Full time

    Company OverviewStrategic Fortune Wealth Management is a leading provider of comprehensive wealth management services. Our team of experts specializes in offering tailored solutions to individuals and businesses.SalaryOur financial advisors can earn unlimited income, with no caps on their earnings potential. This means that successful professionals can build...


  • West Covina, California, United States Strategic Fortune Wealth Management Full time

    Job OverviewStrategic Fortune Wealth Management is a boutique wealth management firm in the Greater Los Angeles area, dedicated to building lasting financial security for its clients. With a focus on developing deep and meaningful relationships, our team of highly trained advisors and professional staff deliver advice, strategies, and solutions to help...


  • West Covina, California, United States Strategic Fortune Wealth Management Full time

    Job DescriptionWe are seeking an experienced financial advisor to join our team of professional advisors at Strategic Fortune Wealth Management. As a financial advisor, you will have the unique opportunity to help clients in your community reach their goals. Your responsibilities will include building a client base, executing marketing strategies, conducting...


  • West Covina, California, United States Strategic Fortune Wealth Management Full time

    Job Opportunity**Estimated Salary:** $80,000 - $120,000 per yearAt Strategic Fortune Wealth Management, we are seeking a talented and driven Financial Services Advisor to join our team of professional advisors. As a financial advisor, you will have the unique opportunity to help clients in your community reach their goals.The ideal candidate for this...


  • West Covina, California, United States Strategic Fortune Wealth Management Full time

    Unlock Your Earning PotentialAt Strategic Fortune Wealth Management, we believe that everyone deserves the opportunity to achieve financial freedom. As a Financial Advisor Trainee, you will have the chance to build a lucrative career, with uncapped earnings potential and a comprehensive benefits package.About the RoleYou will work closely with experienced...


  • West Covina, California, United States Strategic Fortune Wealth Management Full time

    Build a Thriving Career with UsAt Strategic Fortune Wealth Management, we are passionate about helping individuals and businesses achieve their financial goals. As a Financial Advisor Trainee, you will join a dynamic team of professionals who are dedicated to delivering exceptional results.About the OpportunityYou will have the chance to develop your skills...


  • West Covina, California, United States Strategic Fortune Wealth Management Full time

    Company OverviewStrategic Fortune Wealth Management is a leading boutique wealth management firm in the Greater Los Angeles area. Our mission is to build lasting financial security for our clients by delivering personalized advice, strategies, and solutions. We strive to create long-term relationships built on trust, integrity, and expertise.We provide a...


  • West Covina, California, United States Mario Cristo - State Farm Agent Full time

    Job OverviewMario Cristo - State Farm Agent is seeking a skilled Producer to join our team. This role requires a competitive individual who can turn leads into long-lasting customer relationships.ResponsibilitiesDevelop leads, schedule appointments, identify customer needs, and market appropriate products and services.Work with the agent to establish and...


  • West Covina, California, United States Strategic Fortune Wealth Management Full time

    About the RoleThis role offers the opportunity to build a significant and sustainable financial services practice with access to resources, training, financing, facilities, and support staff. The successful candidate will be part of a dynamic team that delivers advice, strategies, and solutions needed to succeed over the long-term.The company's focus on...


  • Covina, California, United States LHH Recruitment Solutions Full time

    Job Title: Financial Services CoordinatorAt LHH Recruitment Solutions, we are seeking a highly skilled Financial Coordinator to join our team in Covina, CA. This is a full-time position that offers a competitive salary of $19.00 to $21.00 per hour.About the RoleThis role involves providing comprehensive financial assistance to patients, ensuring they receive...

  • Auditing Professional

    3 weeks ago


    West Covina, California, United States Fathy & Associates CPA Full time

    Staff Accountant Job DescriptionWe are Fathy & Associates CPA, a leading Public Accounting Firm dedicated to delivering exceptional services to our clients. We are currently seeking a highly motivated Staff Accountant to join our dynamic audit team.About the Role: As a Staff Accountant, you will be responsible for assisting senior accountants in conducting...


  • West Covina, California, United States Strategic Fortune Wealth Management Full time

    Wealth Creation SpecialistStrategic Fortune Wealth Management is a boutique wealth management firm in Greater Los Angeles with a mission to build lasting financial security in the lives of our clients. Our focus on developing deep and meaningful relationships with our clients has enabled us to succeed over the long-term.As a Wealth Management Professional,...


  • West Covina, California, United States Ruben D Rosas Inc Full time

    Job OverviewWe are a full-service Accounting & Tax firm providing our clients with professional & personalized services and business services for both individuals and corporate clients.Salary and BenefitsThe estimated salary range for this position is $62,000 to $72,000 per year. In addition to competitive compensation based on experience, we offer bonuses...


  • West Covina, California, United States Satellite Management Co. Full time

    About the RoleSatellite Management Co. is seeking a skilled Property Management Professional to join our team. As an Assistant Community Manager, you will work closely with the Community Manager to oversee the operational and financial aspects of a property. Your key responsibilities will include ensuring timely rent collection, managing maintenance and...


  • West Covina, California, United States Strategic Fortune Wealth Management Full time

    About the RoleWe offer a competitive estimated salary of $120,000 - $180,000 per year, commensurate with experience. As a Financial Advisor with Strategic Fortune Wealth Management, you will have access to a comprehensive training program, ongoing support from our team of specialists, and opportunities for career growth and advancement.Your responsibilities...


  • Covina, California, United States Foothill Credit Union Full time

    Company OverviewFoothill Credit Union is a member-owned, not-for-profit cooperative financial institution dedicated to providing quality member service. We serve over 30,000 members across the San Gabriel Valley, focusing on serving more than 300+ SEGs.We strive to be community advocates, partnering with businesses and organizations dedicated to community...

  • Face of Ria

    2 weeks ago


    Covina, California, United States Ria Financial Full time

    Ria Financial is a multinational money transfer business dedicated to helping people connect across borders. As a Sales Associate, you will represent our brand, fostering trust and satisfaction among our customers.BenefitsAccess to exclusive discounts and promotionsOpportunities for career growth and advancementPositive and dynamic work...