VP Financial and Strategic Risk Management United Nations Federal Credit UnionVP Financial and Strategic Risk ManagementNew York, NY$200,000 / yearFinancial Risk Oversight• Provide second-line oversight of key financial risks, including capital, liquidity, interest rate, credit, and funding risks, while overseeing KRIs and risk metrics to ensure alignment with risk appetite, consistent reporting, and timely escalation of threshold breaches.• Strategic Risk Oversight• Oversee and independently challenge strategic risks arising from business initiatives, growth plans, funding strategies, external dependencies, and changing market conditions, ensuring risks are identified early and incorporated into decision-making.•
NewSenior Associate Financial Due Diligence JobotSenior Associate Financial Due DiligenceNew York, NYRemote$120,000–$145,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We are an M&A advisory firm focused exclusively on providing transaction services including financial and accounting due diligence, tax due diligence and structuring, and integration services for both private equity and corporate clients.
NewFinancial Controller Vaco LLCFinancial ControllerNew York, NY$165,000–$175,000Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
NewSenior Financial Reporting Manager Kforce Inc.Senior Financial Reporting ManagerNew York, NY$150,000–$200,000Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. By clicking “Apply Today” you agree to receive calls, AI-generated calls, text messages or emails from Kforce and its affiliates, and service providers.
NewController - Financial Services JobotController - Financial ServicesNew York, NY$200,000–$225,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We are partnering with a rapidly growing, institutionally backed financial services firm focused on lending and credit solutions to hire a Controller to lead all core accounting operations.
NewCFO - Law Firm Kforce Inc.CFO - Law FirmNew York, NY$270,000–$310,000Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. By clicking “Apply Today” you agree to receive calls, AI-generated calls, text messages or emails from Kforce and its affiliates, and service providers.
NewChief Financial Officer - IPO IPO Kforce Inc.Chief Financial Officer - IPO IPONew York, NYRemote$300,000–$373,750Demonstrated government and regulatory experience, such as engaging with government agencies, navigating public policy, securing incentives/grants, or managing relations with regulatory bodies (e.g., experience in sectors with heavy government oversight like infrastructure, defense, energy, or regulated industries). Experience leading/contributing to an IPO process, including f S-1 filings, SEC compliance, roadshows, and transition to public company reporting (prior successful IPO as CFO highly preferred; Experience in pre-IPO readiness or public company finance acceptable).
NewREMOTE - Controller - CFO Services / Outsourced Accounting JobotREMOTE - Controller - CFO Services / Outsourced AccountingCranford, NJRemote$160,000–$175,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. This is a high-impact role for an experienced accounting professional who is passionate about leveraging cutting-edge technology to deliver controller and CFO-level services to a diverse client portfolio.
NewEntry Level Financial Services Vaco LLCEntry Level Financial ServicesJersey city, NJ$26–$26Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
Hybrid HR Manager - Up to $160K - Financial Services Page GroupHybrid HR Manager - Up to $160K - Financial ServicesManhattan, NY$130,000–$160,000 / yearFull timeThis is both a strategic and hands-on HR Manager role - you will be responsible for leading all HR initiatives for a New York-based office and partnering closely with senior leadership to support business objectives. Serve as the primary HR point of contact for the New York office, advising senior leadership on all HR matters.
NewFinancial Advisor New York Life - UniondaleFinancial AdvisorUniondale, NYDetermine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives. Anticipates future needs of all clients and works with senior-level advisors to call on established clients to renew and upgrade accounts.
NewSales Manager Financial Services NYL - Nassau GOSales Manager Financial ServicesUniondale, NYJoin us at New York Life, where we're committed to empowering our Sales Managers to lead with confidence and make a significant impact in the financial services industry. Monitor and report on sales performance, using data-driven insights to make informed decisions and adjustments as needed.
Entry-Level Financial Service Professional NYL Nassau-Suffolk RegionEntry-Level Financial Service ProfessionalMelville, NY$60,000–$100,000 / yearIdentify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor . New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M.
NewAccounting & Finance Manager JobotAccounting & Finance ManagerNew York, NY$140,000–$150,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Real estate investment firm is seeking an Accounting & Finance Manager with Restaurant + Real Estate experience in New York.
Head of Financial Reporting Page GroupHead of Financial ReportingNew York, NY$200,000–$250,000 / yearFull timeThe position provides strong exposure to senior management and plays a critical role in ensuring the integrity and transparency of financial information within a complex regulatory environment. This is a highly visible leadership role offering the opportunity to shape and enhance a firm's financial reporting and regulatory framework.
NewExecutive Underwriter/AVP, Underwriting Director - E&S Financial Lines Zurich Insurance Company Ltd.Executive Underwriter/AVP, Underwriting Director - E&S Financial LinesNew York, NY$100,000–$215,000Zurich Certified Insurance Apprentice including an Associate Degree and 3 or more years of experience in the Underwriting or Market Facing area or Accounting, Banking, Risk Management. Zurich Certified Insurance Apprentice including an Associate Degree and 5 or more years of experience in the Underwriting or Market Facing area, Accounting, Banking, Risk Management.
NewFinance Manager Vaco LLCFinance ManagerNew York, NY$125,000–$145,000Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
NewBusiness Account Manager/Accountant-Entertainment CPA Firm JobotBusiness Account Manager/Accountant-Entertainment CPA FirmPine Brook, NJ$115,000–$140,000 / yearJob Details: We are seeking an experienced Account Manager from another CPA firm specializing in clients in the Entertainment industry./The ideal candidate will have a background as a music business manager, working with high net worth clients, has a robust understanding of financial reporting, budgeting, and ability to service clients at a high caliber. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewProject Manager JobotProject ManagerNew York, NY$95,000–$140,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The Project Manager is responsible for leading electrical construction projects from initiation through completion, ensuring successful delivery within scope, schedule, and budget.
NewAudit Manager (Non-Profit) JobotAudit Manager (Non-Profit)Hazlet, NJ$110,000–$150,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Regional Director, LIHTC Property Management Operations Page GroupRegional Director, LIHTC Property Management OperationsNew York, NY$190,000–$235,000 / yearFull timeThe Regional Director, LIHTC Property Management Operations will oversee and optimize property management operations across multiple locations, ensuring compliance with all regulations and delivering exceptional results. A successful Regional Director, LIHTC Property Management Operations should have: Strong expertise in LIHTC property management and compliance requirements.
NewAccounting Manager Vaco LLCAccounting ManagerElmsford, NY$110,000–$120,000Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
NewSr Payroll Manager Vaco LLCSr Payroll ManagerNew York, NY$120,000–$150,000Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. This isn't just a "processing" role; we are looking for a strategic leader to modernize our systems, drive technological efficiencies, and ensure flawless compliance across a complex mix of union (32BJ, 272) and non-union assets.
NewCommercial Property Manager Vaco LLCCommercial Property ManagerLittle Ferry, NJ$70,000–$90,000Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
NewIT Project Manager Mitchell MartinIT Project ManagerJersey City, NJ$45.32–$64.75 / hourYou will collaborate with stakeholders and development teams to align on project vision and goals, utilizing agile tools and techniques. This contract position involves managing and delivering robust business software solutions using agile methodologies.
NewCommunity Manager Sparks GroupCommunity ManagerJersey City, NJ$100,000–$130,000 / yearThe ideal candidate has successfully managed communities exceeding 400 units, understands the complexities of lease-up and stabilization, and possesses strong business acumen related to revenue management, asset preservation, and operational excellence. This role requires a proven leader with experience managing large-scale Class A assets, driving revenue growth, and overseeing high-performing onsite teams.
NewDialysis Clinical Manager Registered Nurse - RN Fresenius Medical CareDialysis Clinical Manager Registered Nurse - RNHicksville, NY$90,709–$151,091 / yearAs the facility leader, you will be part of a close-knit, collaborative team responsible for delivering unique care plans and providing dialysis treatment to patients facing end stage renal disease or chronic kidney disease. We have a diverse range of employee resource groups (ERGs) to encourage employees with similar interests, goals, social and cultural backgrounds, or experiences to come together for professional and personal development, discussion, activities, and peer support.
Nurse Manager - PACU Engage PartnersNurse Manager - PACUQueens, NY$160,000–$172,000 / yearFull timeClinical & Operational Leadership Provide leadership and oversight for all PACU operations, ensuring delivery of safe, evidence-based, and patient-centered care . Utilizing their expertise, the Nurse Manager ensures seamless, coordinated care for patients as they move through the PACU and AMSU Units.
NewDirector of Audit- Finance City National BankDirector of Audit- FinanceJersey City, NJRemote$154,000–$253,000 / yearResponsible for various internal audit assurance activities for core Finance auditable entities including Treasury, Accounting & Tax, Financial & Regulatory Reporting, Corporate Development & Strategy, Financial Performance Management, Corporate Real Estate, Procurement, and Data, Client & Business Intelligence. Director of Audit for Finance will manage a team of Financial and IT audit professionals in overseeing audits in compliance with key regulations such as FDICIA (FDIC Improvement Act), SOX (Sarbanes-Oxley Act), and CCAR (Comprehensive Capital Analysis and Review).
Finance Manager Page GroupFinance ManagerWestport, CT$110,000–$130,000 / yearFull timeThis newly created Finance Manager, Inventory Planning role sits at the intersection of finance, supply chain, and operations, supporting a growing consumer brand. Our client is a high-growth consumer products company in the athletic and lifestyle space, operating within a fast-paced, inventory-driven environment.
NewSenior Environmental Project Manager The LiRo GroupSenior Environmental Project ManagerMineola, NY$75–$85 / hourRecently, Global Infrastructure Solutions Inc. (GISI), the parent company of The LiRo Group and Hill International, Inc. consolidated a portion of the highly experienced staff of both LiRo and Hill in the Northeast to create a larger, more efficient, and cost-effective team to serve clients. We work hard to build a corporate culture that empowers all our employees to freely share their ideas, know their presence, and contributions are truly valued, fostering a climate where our employees are enabled to maximize their full potential.
NewFinance Director AtriumFinance DirectorNew York, NY$55–$60 / hourThe ideal candidate is a highly analytical finance professional with extensive nonprofit and grant management experience, strong leadership capabilities, and the ability to provide actionable financial insights to executive leadership. The Finance Director will play a critical leadership role in overseeing grant accounting, nonprofit finance operations, Medicaid Redesign Program (MRP) revenue cycle activities, and strategic financial initiatives.
Accounting Manager Page GroupAccounting ManagerNew York, NY$90,000–$105,000 / yearFull timeA fast-paced hospitality business is seeking an Accounting Manager to oversee financial reporting, reconciliations, and month-end close. Operating in a fast-paced and detail-driven environment, the business emphasizes financial discipline, operational excellence, and data-driven decision-making.
NewNeuroscience Area Sales Manager - New York LundbeckNeuroscience Area Sales Manager - New YorkManhattan, NY$190,000–$210,000Internal Candidates must have a minimum of 1 year of Commercial experience in areas such as: Sales Management, Training, Market Access, Sales Operations, or Marketing or a minimum of 2 years consistent sales success within Lundbeck. Set and lead the development of area strategic direction and tactical sales plans using robust analytical skills to identify strengths and opportunities, while minimizing weaknesses and threats to execute those plans and meet or exceed sales goals.
Project Manager / Owners Rep Page GroupProject Manager / Owners RepNew York, NY$135,000–$165,000 / yearFull timeOur client is a boutique Owner's Representative firm who partner's closely with institutional owners, developers, and corporate tenants to manage complex projects from concept through completion-ensuring design excellence, cost control, and seamless execution. Our client is seeking a polished Project Manager to lead and support the delivery of commercial interior fit-outs within Class A office buildings.
Financial Business Analyst Brains Workgroup, Inc.Financial Business AnalystHuntington Station, NY$90,000–$115,000 / yearFull timePosition Summary: The primary responsibilities of the Financial Business Analyst will be to support the Financial Business Partners (FBP), and each business unit (BU) team to analyze and monitor Sales trends, Gross Margin, Cost and pricing. Prepare Gross margin analysis including impact from sales price variance, product mix, volume customers, markets and applications.
Senior Financial Management Analyst Goldbelt IncorporatedSenior Financial Management AnalystNY$165,000–$175,000 / yearNisga'a CIOPS delivers cleared professionals to support civilian and DoD customers worldwide across intelligence support, cyber/defensive cyber operations, IT O&M, infrastructure modernization, training, and logistics. Summary: The Senior Budget Analyst supports the Bureau of Prisons (BOP) by providing expert-level budget formulation, execution, and financial analysis.
Product Manager (Personal Financial Management) - North America Consumer Bank, Senior Vice President (Hybrid) Citigroup IncProduct Manager (Personal Financial Management) - North America Consumer Bank, Senior Vice President (Hybrid)New York, NY$176,720–$265,080 / yearContent & Collateral Development: Oversee the creation of a wide range of marketing assets, including website content, product tutorials, videos, blog posts, email campaigns, and sales enablement materials to support the product's launch and ongoing promotion. Exceptional Communicator: Superior written and verbal communication skills, with the ability to craft compelling narratives and present complex information clearly to a variety of audiences, including senior executives.
Deals - Financial Due Diligence, Insurance Risk Management Services, Senior Manager PricewaterhouseCoopers LLPDeals - Financial Due Diligence, Insurance Risk Management Services, Senior ManagerNY$124,000–$280,000 / yearExamples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Craft and convey clear, impactful and engaging messages that tell a holistic story. As a Senior Manager you are expected to lead large projects, innovate processes, and maintain operational excellence while interacting with clients at a senior level to drive project success.
Financial Services Risk Management, Structured Finance - Transactions, Manager Ernst & Young Global LtdFinancial Services Risk Management, Structured Finance - Transactions, ManagerNY$94,300–$173,000 / yearThe Structured Finance group, is a group within FSO that specializes in addressing varying needs of market participants in the securitization marketplace across asset classes, including asset- backed securities (ABS), commercial mortgage- backed securities (CMBS), residential mortgage- backed securities (RMBS) and collateralized loan obligations (CLO). If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com.
Global Technology Finance & Business Management Financial Operations - Associate JPMorgan Chase & CoGlobal Technology Finance & Business Management Financial Operations - AssociateJersey City, NJYou will work with our Public Cloud Enablement tech functions, partner with cloud clients and cloud practitioners in tech/non-tech across LOBs, and collaborate with GT and LOB Tech and Infrastructure F&BM teams and key product line stakeholders in bringing near real-time visibility cloud spend reporting and analysis, business insights, cloud cost optimization opportunity, and data-driven story-telling to all levels of the org with clear cost / action ownership. The responsibility of the Global FinOps Center of Excellence team is to provide full aspect of support to GT Cloud FinOps Transformation from strategy to execution in developing of firm-wide solution in cloud financial management tech enablement and F&BM capability & tooling, and driving the adoption of FinOps operating model, practice and culture change across Global Technology tech/non-tech functions.
Senior Accountant with Hyperion Financial Management & Oracle E-Business Specialist Macpower Digital Assets Edge Private LimitedSenior Accountant with Hyperion Financial Management & Oracle E-Business SpecialistMelville, NY$37–$37 / hourJob Summary: Assist the Department Manager in the preparation, review, and financial reporting of monthly, quarterly, and supplementary information, issued to the corporate office and Senior Management. Analyze G/L transactions for accuracy to ensure all phases of the general ledger and financial statements are accurately presented.
Financial Services Tech Consulting Senior Manager - Asset Management Ernst & Young Global LtdFinancial Services Tech Consulting Senior Manager - Asset ManagementNY$168,400–$384,600 / yearIf you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com. Your deep technical knowledge of Aladdin, combined with strategic leadership, will drive multiple high-impact implementation projects across trading, compliance, portfolio management, and post-trade functions.
Senior Manager, Product Management – Consumer Financial Service Western Union Business Solutions (acquired by Convera)Senior Manager, Product Management – Consumer Financial ServiceNew York, NY$150,000–$190,000 / yearDrive cross-functional roadmap alignment across core business stakeholders, regional product leads, engineering, compliance, legal, marketing, and customer care teams. As the lead for this product area, you will define and drive a globally scalable yet locally tailored strategy across lending, card, bill pay, and other financial services products.
Manager - Financial & Contract Management Metropolitan Transportation AuthorityManager - Financial & Contract ManagementNY$90,919–$113,649 / yearProcess high-volume invoices across multiple service areas, including refuse and recycling, heating fuel, pest control, printing services, bottle less water coolers, facility furniture, Amtrak passenger billing, corporate credit cards, and other operational expenses. Employees driving company vehicles will be subject to License Monitoring and must complete defensive driver training once every three years for current MTA drivers; or within 180 days of hire or transfer for an employee entering an authorized driving position.
Financial Advisor - PNC Wealth Management PNC BankFinancial Advisor - PNC Wealth ManagementMillburn, New JerseyIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Business Analyst - Financial Management Transformation (Hybrid) Prudential Financial IncBusiness Analyst - Financial Management Transformation (Hybrid)Newark, NJ$70,300–$116,100 / yearWhat you can expect: • Work on a small team (~7-10 individuals) to help drive change and transformation to the BU Finance teams by enhancing methodology, process/data flow and technology • Tackle problems creatively, while being curious to evaluate situations from all angles, and implement new solutions • Utilize flexible collaboration styles to build a cohesive team and maintain progress • Build partnerships with associates across finance, data office, technology, and the businesses • Demonstrate capacity to communicate complex and technical solutions to non-technical audiences • Evaluate demanding situations, understand the challenges, and take the necessary risks to meet key milestones including making project-level decisions that will be instrumental in keeping pace and setting the stage for future actions and taking responsibility for projects as if they were their own business • Understands that this job is not about knowing the answers, but finding them. We will achieve our vision by creating: • A simplified, modular, and integrated model and technology architecture, • World-class business intelligence and decision analytics, fueled by accurate, readily available data, • End-to-end process automation, • A culture that embraces transformational innovation, organizational agility, and continuous improvement, • Superior employee experience.
Senior Associate, Outsourced CFO Support (Investment Management) Stable Rock SolutionsSenior Associate, Outsourced CFO Support (Investment Management)New York, NY$70,000–$100,000 / yearFull timeStable Rock is seeking a Senior Associate, Outsourced CFO & Accounting Services to join our Investment Management department, that will be responsible for delivering high-quality fund accounting oversight, financial reporting, and outsourced CFO support to alternative investment clients, including private equity, venture capital, hedge funds, and related management companies. Stable Rock is an integrated professional services platform supporting over 500 clients including investment and asset managers, early-stage and midsize businesses, portfolio companies, and founders.
Financial Services - Wealth and Asset Management - Tax Manager Ernst & Young Global LtdFinancial Services - Wealth and Asset Management - Tax ManagerNY$116,200–$212,900 / yearSolid technical knowledge - you will have to review partnership book/tax allocations including aspects such as incentive fee re-allocation, side pocket, transfer partnership interest, fill up/down • The ability to teach or assist in firm in-house trainings • The ability to analyze trading reports for tax character and book tax differences, such as wash sales, constructive sales, straddles, and other securities issues • Build impactful relationships with new and existing clients and maintain relationship with firm leadership • Create a positive and trusting environment where team members know each other and feel a part of their team • Able to identify key tax technical issues and raise the appropriate questions before the work is sent for review to the partner or senior manager - and consult when necessary. Requirements To qualify for the role you must have: • A Bachelors degree and a minimum of 5 years of related work experience; or an advanced degree in tax or law and a minimum of 4 years of related work experience • CPA license or a licensed Attorney is required • Familiarity with the financial services industry gained through direct involvement with managed investment vehicles • Broad exposure to federal income taxation and exposure to state and local tax.
Assistant Vice President – Wealth Management and US Banks Financial Crimes KYC Office – Training & Communications Morgan StanleyAssistant Vice President – Wealth Management and US Banks Financial Crimes KYC Office – Training & CommunicationsPurchase, New YorkOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Morgan Stanley provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit and lending, deposits and cash management, annuities, insurance, retirement, and trust services.