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.
NewCFO JobotCFOBrooklyn, NY$275,000–$300,000 / 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. Reporting to the CEO and ownership group, the CFO is responsible for financial reporting, controls, systems, compliance, and team leadership to support company growth and performance.
Financial Advisor (sales) **Licensing and Training Provided** New York LifeFinancial Advisor (sales) **Licensing and Training Provided**Melville, NY$80,000–$130,000 / yearFull timeBecoming a New York Life Financial Services Professional is an ideal opportunity for individuals who want to build a financial services business with significant income potential, help others achieve financial security, and maintain a flexible schedule. Headquartered in New York City, New York Life's family of companies offers life insurance, retirement income products, and long term care insurance.
NewEstate Planning Attorney JobotEstate Planning AttorneyNew York, NY$160,000–$180,000 / 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. Our Private Wealth Services practice serves real estate investors, business owners, and entrepreneurs with complex financial lives, which means estate.
NewIT Financial Analyst NeotecraIT Financial AnalystNew York, NYContractorThe incumbent candidate will assist in establishing and optimizing processes for the Telecom Services & Expense Management Unit, including but not limited to, establishing processes for management and monitoring spending, analysis, forecasting, financial planning, invoice audit and expense analysis, variance reporting and analysis, forecasting procurement requirements for new purchases, contract modifications, and vendor payments. . • Demonstrated expert level proficiency in SQL, advanced analytics platforms such as Tableau, and the ability to work effectively with large data reports to ensure accuracy in identifying cost savings opportunities and optimizing expenditures and invoice overcharges from carriers.
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.
Associate Revenue & Pricing Analyst 22nd Century Technologies, Inc. (TSCTI)Associate Revenue & Pricing AnalystWhite Plains, NYFull timeSupport in development of four-year Operating Forecast (OF) and monthly updates by collecting and analyzing the data, updating the financial model, analyzing the results, and preparing the reports and variance analyses. This role will assist in the preparation of transmission asset revenue requirements/cost-of service studies, assist in the development of rate and cost recovery mechanisms, and energy market evaluation and analysis.
NewFinancial Manager (Tax) IntuitFinancial Manager (Tax)Purchase, 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.
NewSenior Financial Analyst CFSSenior Financial AnalystValhalla, NY$95,000–$105,000 / yearThe Senior Financial Analyst will serve as a key business partner, providing financial insights, supporting executive decision-making, and driving process improvements across the organization. This is an excellent opportunity for a finance professional who wants to play a strategic role within a rapidly expanding organization while helping lead a major ERP transformation to Workday .
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)Woodbury, 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.
NewFinancial Analyst CFSFinancial AnalystStamford, CT$70,000–$80,000 / yearAs a Financial Analyst, you’ll be an integral part of a collaborative Finance team, supporting key forecasting, reporting, and analysis activities that influence business decisions. This is a newly created role that offers exposure across the organization, opportunities to develop advanced financial skills, and a clear path for career growth.
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.
Entry-Level Financial Advisor New York Life - Nassau County General OfficeEntry-Level Financial AdvisorUniondale, NYIdentify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance.
NewTax Manager – Financial Services (cpa firm) - Hybrid CPA firmTax Manager – Financial Services (cpa firm) - HybridNew York, NY$125,000–$150,000 / 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 Sales Representative New York Life - UniondaleFinancial Sales RepresentativeUniondale, NYImplement marketing strategies including, but not limited, to cold calling and networking to connect with potential clients while simultaneously maintaining a portfolio of current clients. Responsibilities: Commit to remaining educated about the various types of insurance, insurance-related protocols, and policy changes to ensure fulfillment of program requirements and ensure our customers are satisfied.
NewSenior Tax Manager / Tax Principal – High Net Worth Clients JobotSenior Tax Manager / Tax Principal – High Net Worth ClientsNew York, NY$200,000–$260,000 / yearJoin a nationally recognized wealth management firm where you'll advise high-net-worth clients on sophisticated tax planning strategies while building deeper, long-term client relationships. 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.