NewTax CPA - Private Client & Financial Planning AlphaHireTax CPA - Private Client & Financial PlanningParamus, NJThis opportunity is ideal for a CPA who enjoys working directly with individuals, families, and small-business owners and is interested in developing beyond traditional tax preparation into financial planning, retirement planning, estate planning, and wealth advisory services. Job Description We are a growing CPA and wealth advisory firm seeking a motivated, client-focused Tax CPA to join our team.
NewFinancial Planning Assistant SQuigley Financial, LLCFinancial Planning AssistantGarden City, NYAnd because we know good work happens best when people feel comfortable, our office is relaxed, built on trust, including trusting you to work independently and use good judgment, and you'll get to work alongside two very good (if occasionally very demanding) coworkers: our office dogs. We're a true all-in-one practice, handling retirement planning, financial planning, estate planning, wealth management, and insurance under one roof so clients get a single, trusted team that knows their whole picture.
NewEstate Planning Attorney JobotEstate Planning AttorneyQueens, NY$100,000–$200,000 / 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 successful candidate will be responsible for assisting clients with the legal aspects of managing their wealth and ensuring their assets are distributed according to their wishes after their death.
NewAssociate Attorney - Trusts & Estates Planning Judit IncAssociate Attorney - Trusts & Estates PlanningCopiague, NYThe candidate will be responsible for advising individuals and families on estate planning strategies, drafting sophisticated estate planning documents, and assisting clients with wealth preservation and succession planning objectives. Experience advising clients regarding estate and gift tax planning, asset protection strategies, business succession planning, and charitable giving techniques is highly desirable.
NewTrusts & Estates Planning Associate Attorney Abrams FenstermanTrusts & Estates Planning Associate AttorneyNew Hyde Park, NY$125,000–$145,000 / yearThe candidate will be responsible for advising individuals and families on estate planning strategies, drafting sophisticated estate planning documents, and assisting clients with wealth preservation and succession planning objectives. Experience advising clients regarding estate and gift tax planning, asset protection strategies, business succession planning, and charitable giving techniques is highly desirable.
Elder Care & Estate Planning Attorney Gables Search GroupElder Care & Estate Planning AttorneyMelville, NY$135,000–$150,000 / yearThe ideal candidate will have a strong background in estate planning, trust administration, estate administration, elder law, and related tax issues. Advise clients on all aspects of estate planning, including the preparation of wills, trusts, powers of attorney, and advance directives.
NewCFO Business Partnering & Controls AVP BarclaysCFO Business Partnering & Controls AVPNew York, NYTo be successful as a CFO Business Partnering & Controls AVP, you should have: Stakeholder Engagement & Communication, with the ability to collaborate with senior stakeholders, tailor messages to different audiences, and influence outcomes in a dynamic environment. To provide financial expertise and support to specific business units or departments within the organisation, and act as a liaison between the finance function and various business units, helping to bridge the gap between financial data and business decisions.
NewFinancial Manager (Tax) IntuitFinancial Manager (Tax)Tarrytown, NY$32.50–$36 / hourPassionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Overview\n Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States.
NewAssociate Financial Advisor New York Life - UniondaleAssociate Financial AdvisorUniondale, NYResponsibilities: Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management. Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more.
NewFinancial Expert (Tax) IntuitFinancial Expert (Tax)Hauppauge, NY$32.50–$36 / hourPassionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Overview\n Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States.
Financial Markets Advisory, Director BlackRockFinancial Markets Advisory, DirectorNew York, NY$210,000–$270,000 / yearThe Director will be expected to act as a senior thought partner to FMA leadership, helping to identify priority themes, grow key client relationships, and build new advisory and investment collaboration opportunities aligned with BlackRock’s broader commercial objectives. BlackRocks Financial Markets Advisory group (“FMA”) provides counsel to financial institutions, sovereigns and official institutions across a range of strategic, capital, balance sheet, risk and regulatory matters, across both public and private markets.
Financial Services Professional NYL - Nassau GOFinancial Services ProfessionalUniondale, NYJoin us at NYL - Nassau GO as a Financial Services Professional, where you'll play a vital role in empowering individuals to achieve their financial dreams. At New York Life, we don't just focus on financial strength; we emphasize long-term success for clients.
Tax Manager – Financial Services (cpa firm) - Hybrid CPA firmTax Manager – Financial Services (cpa firm) - HybridNew York, NY$120,000–$160,000 / yearFull timeThis individual is responsible for managing staff, maintaining close client relationships, prospect and assist with building a sustainable business and will work closely with Partners to best service clients in an entrepreneurial environment that prides itself on excellent client service and tax expertise. The Tax Manager will be responsible for the tax planning and compliance functions for ultra-high net worth individuals and their families with a specific focus on financial service type clients, such as hedge-fund, private equity, and other investment type individuals.
NewFinancial Advisor Northwestern MutualFinancial AdvisorNew York, NYBenefits: Comprehensive benefits including health, dental, and vision insurance; employee assistance program, employee discount, financial planning services, flexible schedule, flexible spending account, Life insurance, parental leave, professional development assistance, and retirement plan. Our financial representatives provide long-term financial planning solutions including but not limited to insurance, investments, retirement planning, education planning and much more.
NewEntry-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.
NewController JobotControllerRidgefield, NJ$110,000–$125,000 / yearResponsibilities include managing accounts payable, maintaining QuickBooks Enterprise, ensuring vendor compliance, overseeing 1099 reporting, coding expenses accurately, processing payroll, monitoring and mapping credit card activity, maintaining multi-state business registrations and insurance compliance, and supporting financial reporting. 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.
Tax Expert - Expert Center (Northeast) IntuitTax Expert - Expert Center (Northeast)New York, NY$27–$41 / hourTaxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments).
Tax Expert - Local Branch IntuitTax Expert - Local BranchBrooklyn, NY$27–$41 / hourTaxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments).
Tax Expert - Local Tax Office IntuitTax Expert - Local Tax OfficeNew York, NY$27–$41 / hourTaxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments).
Tax Expert - Local IntuitTax Expert - LocalNew York, NY$27–$41 / hourTaxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments).