NewChief Financial Officer Peckham IndustriesChief Financial OfficerBrewster, NYThe Chief Financial Officer (CFO) has a critical role in providing leadership on all matters relating to the finance function ranging from budgeting and forecasting, business analysis, investment, tax and banking operations as well as strategic planning to deliver on growth strategies. Through our extensive network of hot mix asphalt and ready-mix concrete plants, quarries, and liquid asphalt terminals, PII delivers the highest quality materials and custom solutions to thousands of road construction and road maintenance customers.
NewTeam Lead: Billing, Financial & Insurance Assistance & Revenue Cycle Oversight Connecticut Institute for Communities, Inc.Team Lead: Billing, Financial & Insurance Assistance & Revenue Cycle OversightDanbury, CT$65,000–$80,000 / yearThis role ensures patients have timely access to insurance enrollment and financial assistance services while maintaining strong internal controls, accurate patient billing processes, vendor accountability, and compliance with healthcare billing and payer requirements. Serves as the organization’s internal lead for oversight of both outsourced billing vendor and internal patient billing activities, including self-pay and sliding fee accounts.
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.
Director Surgical Services Middlesex HealthDirector Surgical ServicesMiddletown, CTThe Director of Surgical Services will have direct oversight of the entire surgical services line, including the Operating Room, Endoscopy, Perioperative and Postoperative Care, Ambulatory Surgery, Interventional Radiology, Diagnostic Cath Lab, and Sterile Processing. We are conveniently located along the Connecticut River in a state-of-the-art facility, just minutes away from the beach, shopping, and fine eateries with easy access to New York City and Boston.
Environmental Services Director AramarkEnvironmental Services DirectorMiddletown, CT$90,000–$100,000Manages the day to day operations of the Environmental Services (Housekeeping), Linen and Laundry Departments, including, but not limited to, overall cleanliness of the facility, patient room cleaning, bed turnaround times, floor care, trash removal and biohazardous waste handling. Financial Performance - Responsible for building revenue and managing budget which includes labor, supplies, equipment and related services/materials as well as ensuring the completion and maintenance of P&L statements.
NewPatient Services Rep - Clinic Health Advocates Network, Inc.Patient Services Rep - ClinicBrewster, NY$22They will answer phones, handle patient inquiries, make appointments, and assist with the completion of the patient’s treatment plans through acceptable financial arrangements while being flexible in handling requests and projects assigned by other staff and/or the Office Manager. Duties: Job Summary: DCA is looking for a Patient Service Representative to join our clinical team by providing a high level of patient care and satisfaction while operating in a team-based environment.
NewNetezza Migration Engineer - Azure (Remote) Kforce Inc.Netezza Migration Engineer - Azure (Remote)Armonk, NYRemote$80–$90This role will assess existing environments, migrate large-scale datasets, convert SQL and database objects, validate data, and optimize performance in the Azure data platform. Responsibilities: Assess existing Netezza environments, including schemas, tables, views, stored procedures, functions, data volumes, workloads, dependencies, and performance characteristics.
NewRevenue Coding Analyst Yale New Haven HealthRevenue Coding AnalystNEW HAVEN, CTRequires occasional ability to lift, push and pull objects such as files and office supplies up to 30 pounds and/or continuously up to 10 pounds; and occasional moving about on foot to accomplish tasks, walking long distances or moving from one work site to another. Reviews and handles interventional procedures performed within Diagnostic Radiology, IE: Breast Imaging procedures, Spine Injections, aspirations etc. to ensure all codes have been appropriately assigned for optimum reimbursement under the direction of the Lead.
Trust & Estates Associate JobotTrust & Estates AssociateGreenwich, CT$150,000–$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. Manage and oversee all aspects of our clients' trust and estate planning, including the drafting of wills, trusts, powers of attorney, and health care directives.
NewPhysician Advisor, Quality Utilization Management UPMC Southwestern PAPhysician Advisor, Quality Utilization ManagementBrentwood, NYPhysician Advisor, Quality Utilization Management The Physician Advisor, Utilization Management (UM), provides clinical and management guidance to enhance process improvement and resource management at the hospital level. Licensure / Certification: Medical license in the state of PA / license eligibility Board certified Preferred / Desired: Membership in American College of Physician Advisors Prior UR committee participation Prior physician advisor experience.
Finance Manager - Banking Page Group USAFinance Manager - BankingGreenwich, CT$140,000–$165,000 / yearFull timeCombining the financial strength and governance of a traditional banking platform with the agility of a growth-focused organization, the company continues to expand its capabilities while maintaining a strong focus on risk management, regulatory compliance and operational excellence. Reporting to the Financial Controller, the successful candidate will play a key role in ensuring the accuracy and integrity of the bank's financial reporting, maintaining a robust control framework, and supporting statutory and audit requirements.
Entry-Level Fast Track Sales Manager NYL - MelvilleEntry-Level Fast Track Sales ManagerHuntington, NY$120,000–$140,000 / yearPresent potential solutions using a comprehensive array of our financial products and services, including life insurance, fixed and variable annuities, and mutual funds. Responsibilities: Gain hands-on experience from a team of financial professionals helping clients develop a long-term strategy to achieve their financial goals.
State and Local Tax Financial Services Senior Associate PricewaterhouseCoopers LLPState and Local Tax Financial Services Senior AssociateCT$77,000–$214,000 / yearA career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. You'll help with assessing our client's state and local tax burden and recommend solutions that support their overall business objectives to ensure that their filling positions are consistent with good business practices and with the states applicable tax laws and rules.
Ultra High Net Worth Executive Financial Services Rule 10b5-1 Strategy Associate Morgan StanleyUltra High Net Worth Executive Financial Services Rule 10b5-1 Strategy AssociatePurchase, NY$80,000–$100,000 / yearOur 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. Position Summary and Responsibilities: As an Ultra High Net Worth (UHNW) Rule 10b5-1 Strategy Associate, this person will be responsible for the white glove adoption and trade management of 10b5-1 trading plans and enhance strategy and analysis for the UHNW Desk and broader EFS Department.
Financial Services Tax - Real Estate Senior Associate PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate Senior AssociateNY$77,000–$214,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
Financial Services Tax - Real Estate and Infrastructure Transactions Senior Associate PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate and Infrastructure Transactions Senior AssociateNY$77,000–$214,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
Financial Services Team Associate Blue Ocean Wealth Solutions, LLC- A MassMutual FirmFinancial Services Team AssociateGreenvale, NY$100,000–$200,000 / yearBlue Ocean Wealth Solutions has been recognized as a Top Long Island Workplace from 2018–2025 by Schneps Long Island / Long Island Press—reflecting our commitment to culture, professional growth, and client excellence. We are seeking a motivated Financial Services Team Associate to support the development and servicing of long-term client relationships while delivering personalized, goals-based financial guidance.
Assurance Director - Asset Management & Financial Services bdo consultingAssurance Director - Asset Management & Financial ServicesStamford, CT$180,000–$265,000 / yearBusiness Acumen: Able to apply knowledge of business functions, processes and strategies to provide services, solutions and advice that considers and improves the organization as a whole as evidenced by: Ability to understand core business operations/structure of various businesses. Written pre-approval by the Client Service Assurance Partner and the Practice Region RTD and RBLL and the Practice Office OBLL for the specific assignment before a Director may perform duties of Engagement Director of that specific assignment.
Assurance Senior Associate - Financial Services TAG EisnerAmper, LLC (Inactive)Assurance Senior Associate - Financial ServicesNY$80,000–$115,000 / yearOur clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. By operating on the core tenets of profound trust, professional integrity, and consistent results, we strive to create lasting partnerships with our clients based on solutions rather than simply identifying issues in their financial statements.
Lead Data Scientist, Financial Services Consulting TransUnionLead Data Scientist, Financial Services ConsultingWhite Plains, NY$90,000–$150,000 / yearYou will lead analytic client engagements involving descriptive, predictive, and prescriptive analysis through the consumer lending portfolio lifecycle, leveraging a variety of techniques (e.g., segmentation, logistic regression, survival analysis, principal component analysis, Monte Carlo simulation, scenario and sensitivity analysis). At TransUnion, this team reports to a Director of Data Science & Analytics, playing an integral role by working end-to-end with financial services clients, fostering consultative relationships that enable them to deliver impactful solutions.
Financial Services Tax - Real Estate Manager PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate ManagerStamford, CT$99,000–$266,000 / yearAs a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions.
State and Local Tax Financial Services Manager PricewaterhouseCoopers LLPState and Local Tax Financial Services ManagerCT$99,000–$266,000 / yearA career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. As a Manager you supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by independently solving and analyzing complex problems to develop top-quality deliverables.
Financial Services Tax - Real Estate Senior Manager PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate Senior ManagerStamford, CT$124,000–$335,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. As part of the Real Estate team you are expected to provide exceptional technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients needs.
Financial Services Representative - New Haven, CT FidelityFinancial Services Representative - New Haven, CTNew Haven, ConnecticutRemoteCustomer Service Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center.
Financial Services Representative -Plainview, NY FidelityFinancial Services Representative -Plainview, NYPlainview, New YorkRemoteDuring your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Financial Services Representative -Lake Grove, NY FidelityFinancial Services Representative -Lake Grove, NYLake Grove, New YorkRemoteDuring your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Assistant Director of Student Financial Services Yale UniversityAssistant Director of Student Financial ServicesNew Haven, CT$65,000–$101,000 / yearExplain complex terms and conditions of Federal and College financial aid policies and procedures; Provide comprehensive information to students and families regarding aid policies Provides extensive and timely communication with parents, students (both prospective and current), as well as other campus constituents, in person, email, and on the phone/zoom Serves as an active member of the Financial Aid Review Committee May have an assigned specialty area/program of responsibility Some evening and weekend work will be require, along with other duties as assigned. The Assistant Director will be responsible for a financial aid caseload, with professional judgement decisions being made within established institutional and federal guidelines, and will also provide extensive and timely communications in person, in writing, and on the phone/zoom to students in all aspects of undergraduate financial aid, student employment, and billing.
Assurance Director - Asset Management & Financial Services BDO USA PCAssurance Director - Asset Management & Financial ServicesStamford, CT$180,000–$265,000 / yearJob Duties: Business Acumen: Able to apply knowledge of business functions, processes and strategies to provide services, solutions and advice that considers and improves the organization as a whole as evidenced by: Ability to understand core business operations/structure of various businesses. Written pre-approval by the Client Service Assurance Partner and the Practice Region RTD and RBLL and the Practice Office OBLL for the specific assignment before a Director may perform duties of Engagement Director of that specific assignment.
Associate Financial Services Representative (hybrid) Northwell Health IncAssociate Financial Services Representative (hybrid)Melville, NY3.Create flawless experiences for our customers by addressing customer inquiries and resolving service issues that include but are not limited to: researching and analyzing accounts receivable and outstanding balances, negotiating and advising on the collection of overdue bills and payment plans, collecting overdue payments, understanding financial assistance offerings, managing and resolving customer disputes. When determining a team members base salary and/or rate, several factors may be considered as applicable (e.g., location, specialty, service line, years of relevant experience, education, credentials, negotiated contracts, budget and internal equity).
Associate Financial Services Representative Hybrid- FlexStaff Northwell Health IncAssociate Financial Services Representative Hybrid- FlexStaffMelville, NYCreate flawless experiences for our customers by addressing customer inquiries and resolving service issues that include but are not limited to: researching and analyzing accounts receivable and outstanding balances, negotiating and advising on the collection of overdue bills and payment plans, collecting overdue payments, understanding financial assistance offerings, managing and resolving customer disputes. When determining a team members base salary and/or rate, several factors may be considered as applicable (e.g., location, specialty, service line, years of relevant experience, education, credentials, negotiated contracts, budget and internal equity).
Financial services professional Blue Ocean Wealth Solutions, LLC- A MassMutual FirmFinancial services professionalEast Hills, NY$90,000–$130,000 / yearAt Blue Ocean Wealth Solutions, LLC, we’re building a powerhouse team of motivated professionals through hands-on leadership, entrepreneurial guidance, and a proven mentorship model designed to launch rewarding, long-term careers. As a proud partner of MassMutual , we combine the personalized support of a local firm with the strength, stability, and reputation of one of the most respected names in the financial services industry.
Financial Advisor, Truist Investment Services, Greenwich, CT Truist BankFinancial Advisor, Truist Investment Services, Greenwich, CTGreenwich, ConnecticutGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients' individual goals, risk tolerances and best interests.
Insurance and Financial Services Position - State Farm Agent Team Member Jacquelyn Jacobson - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberCommack, NYSuccessful State Farm Agency seeking a licensed, highly motivated, and skilled Insurance and Financial Services Sales Agent to join our team! As an Insurance and Financial Services Sales Agent Team Member, you will also be responsible for pivoting to existing clients after determining their needs through high-level conversation.
Financial Services Representative Blue Ocean Wealth Solutions, LLC- A MassMutual FirmFinancial Services RepresentativeEast Hills, NY$90,000–$130,000 / yearProvide personalized financial advice and guidance to clients, recommending suitable products and services, such as retirement plans, investments, insurance, fee-based financial planning and wealth management solutions. At Blue Ocean Wealth Solutions, LLC, we help people accomplish their most important financial goals by implementing a customer-centric approach using Insurance, Investment, Retirement, Employee Benefits, and Property & Casualty* Planning.
State and Local Tax Financial Services Senior Manager PricewaterhouseCoopers LLPState and Local Tax Financial Services Senior ManagerStamford, CT$124,000–$335,000 / yearA career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. You'll help with assessing our client's state and local tax burden and recommend solutions that support their overall business objectives to ensure that their filling positions are consistent with good business practices and with the states applicable tax laws and rules.
NewAccount Assistant 4, Patient Financial Services Yale UniversityAccount Assistant 4, Patient Financial ServicesConnecticutUnder the direction of the Manager of Patient Services, this position will support the Patient Services Call Center and answer high volume incoming calls to the Patient Services Department, research/resolve patient accounts using EPIC, receiving, and crediting telephone payments and responding timely and accurately to inquiries from patients, providers, insurers, and other members of the public, as well as performing other administrative functions, as necessary. Required Education and Experience Four years of related work experience, two of them in the same job family at the next lower level, and high school level education; or two years of related work experience and an Associate's degree, or an equivalent combination of experience and education.
Patient Financial Services Reimbursement Specialist Northwell HealthPatient Financial Services Reimbursement SpecialistDanbury, CT$21.49–$32 / hourNorthwell cares for more than three million people annually in the New York metro area, including Long Island, the Hudson Valley, Connecticut and beyond, thanks to philanthropic support from our communities. Summary: The Patient Financial Services Reimbursement Specialist II plays a vital role in managing the complete lifecycle of patient financial accounts�from initial creation through final resolution.
Financial Services Specialist All Financial FreedomFinancial Services SpecialistGreenwich, CT$70,000–$75,000The ideal candidate is professional, detail-oriented, and comfortable communicating complex topics in a clear and ethical manner. Prior experience in financial services is not required; comprehensive training and licensing support are provided.
Financial Services Representative - State Farm Agent Team Member Effie Knuth - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberRonkonkoma, NYThis role is ideal for someone who enjoys meaningful conversations with customers, has strong analytical skills, and can identify the right mix of products to meet their needs. Our State Farm agency is seeking a customer-focused individual who can confidently consult on financial planning, life and health insurance, and long-term protection strategies.
Insurance and Financial Services Position - State Farm Team Member Mfon Ogbebor - State Farm AgentInsurance and Financial Services Position - State Farm Team MemberNorth Haven, CTAs an Insurance and Financial services Producer for State Farm Mfon Ogbebor Agency, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments.
Financial Advisor, Truist Investment Services, Greenwich, CT Truist Financial CorpFinancial Advisor, Truist Investment Services, Greenwich, CTGreenwich, CTGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Please review the following job description: Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients individual goals, risk tolerances and best interests.
Business Development Director (Financial Services) bdo consultingBusiness Development Director (Financial Services)Stamford, CT$150,000–$180,000 / yearUpon completion of the prospect targeting onboarding program, generates opportunities with targeted prospects through agreed upon lead generation activities including cold calling, telemarketing campaigns, direct mail and e-mail campaigns, web seminars/seminars, business community outreach, networking, sponsorships referral development, and other lead generation programs as defined in the office/industry business development plan. Under the direction of the Business Development Market Leader or Business Development Managing Director, and in collaboration with the Practice Leaders and the Chief Business Development Officer, the Director, Business Development will be responsible for achieving local office and/or industry revenue goals by building market presence and identifying and helping pursue new business opportunities in line with firm, regional, local office, and industry business strategies.
Assurance Manager - Financial Services TAG EisnerAmper, LLC (Inactive)Assurance Manager - Financial ServicesNY$85,000–$150,000 / yearOur clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. By operating on the core tenets of profound trust, professional integrity, and consistent results, we strive to create lasting partnerships with our clients based on solutions rather than simply identifying issues in their financial statements.
Financial Consultant - Finance Systems, Services & Automation Elevance Health IncFinancial Consultant - Finance Systems, Services & AutomationWallingford, CTMinimum Requirements: Requires a BA/BS in accounting or finance and a minimum of 3 years experience in general accounting, finance, or budget and planning; or any combination of education and experience, which would provide an equivalent background. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve.
Financial Services Representative Center for Wealth PreservationFinancial Services RepresentativeWoodbury, NY$80,000–$250,000 / yearCWP delivers white-glove client service through a boutique model designed for advisors seeking authority, flexibility, and real support. Unmatched Support– Financial planningwithexpert case designfromourattorney and CFP on staff, as well as an in-house dedicated marketing team.
Financial Services Administrator Nuvance HealthFinancial Services AdministratorDanbury, CT$21.49–$41.73 / hourOther Information: Position requires knowledge of all aspects of responsibilities of the CBO; Basic knowledge of applicable federal, state laws and regulations; well-developed verbal and written communication skills; Excellent analytical and problem solving skills; Strong working knowledge of payor rules and regulations; Knowledge of hospital billing; Demonstrated ability to manage multiple and complex tasks; Demonstrated ability to train and motivate employees; Professional attitude and ability to relate to executive management and patients; Exhibits self-direction, good judgment in handling difficult situations and good organization, time management, interpersonal and conflict resolution skills. This includes obtaining proper documentation in the patients� chart justifying the need for treatment, obtaining insurance prior authorizations for psychiatric hospitalizations, coordinating and submitting claims appeals, and overseeing the retro review and appeals process to prevent denials and revenue loss.
Transaction Advisory Manager - Financial Services Practice, Financial Due Diligence (FDD) BDO USA PCTransaction Advisory Manager - Financial Services Practice, Financial Due Diligence (FDD)CT$100,000–$170,000 / yearThe annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions. We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual.
Insurance and Financial Services Position - State Farm Agent Team Member Lucas Zelehowsky - State Farm AgentInsurance and Financial Services Position - State Farm Agent Team MemberGlen Cove, NYEstablish and nurture relationships with small business owners, such as Real Estate Agents, Mortgage Lenders, Auto Dealers, and more. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs.
Financial Services Representative - State Farm Agent Team Member John Fischer - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberSelden, NYThis role is ideal for someone who enjoys meaningful conversations with customers, has strong analytical skills, and can identify the right mix of products to meet their needs. Our State Farm agency is seeking a customer-focused individual who can confidently consult on financial planning, life and health insurance, and long-term protection strategies.
Tax Partner - Financial Services State and Local Tax (SALT) TAG EisnerAmper, LLC (Inactive)Tax Partner - Financial Services State and Local Tax (SALT)NYMultistate consulting and compliance services, including: Technical review of partnership and corporate state and local tax returns, with attention to multistate tax issues such as allocation, apportionment, modifications, nexus, unitary filings, and flow-through taxation. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries.