NewSenior Tax Associate – High Net Worth Clients & Family Office Services JobotSenior Tax Associate – High Net Worth Clients & Family Office ServicesNew York, NY$120,000–$140,000 / yearYou'll work alongside experienced tax professionals, financial advisors, estate planning specialists, and client service teams to help high-net-worth families navigate complex financial situations. The firm takes a highly integrated approach to wealth management, bringing together investment management, financial planning, tax advisory, estate planning, and family office services under one roof.
Senior Manager, Product Management – Consumer Financial Service Western Union Business Solutions (acquired by Convera)Senior Manager, Product Management – Consumer Financial ServiceNew York, NY$130,000–$170,000 / 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.
NewDirector, Client Services ApplecartDirector, Client ServicesNew York, NY$170,000–$190,000 / yearOur senior leadership team includes two members of the Forbes 30 under 30 list for Marketing and Advertising, the former Head of Product at Moat, Oracle’s online ad measurement platform, a former senior White House advisor, early sales and talent leaders from Google and Twitter, two of the Democratic Party’s most successful pollsters and strategists, a former CRO of a high-growth tech company with hundreds of millions in ARR, and alums of top-tier organizations like Bain, Amazon and Simpson Thacher. Our investors include Bain & Company, global sports, entertainment and marketing giant Endeavor, KKR Co-Founder Henry Kravis, entrepreneur Chris Burch, a founder of Palantir, senior engineering leaders at Twitter and Yelp, former Fortune 50 and advertising agency CEOs, and a number of well-known venture capitalists.
IB Vice President - Diversified Industrials Services StifelIB Vice President - Diversified Industrials ServicesNew York, NYOur investment banking division provides a broad range of industry-leading services to its clients, including merger and acquisition advisory services, debt and equity financings, balance sheet restructuring, and mutual thrift & insurance company conversions. Teamwork: Works well within assigned project teams; accessible to and respectful of all team members, regardless of relative seniority; willing to train and mentor others; strives to be a value added resource to other groups throughout the firm.
Tax Managing Director, International Tax Services Bdo ConsultingTax Managing Director, International Tax ServicesNew York, NY$157,500–$420,000 / yearAn International Tax Managing Director is responsible for growing the International Tax practice by providing practical tax advice to clients, building relationships with existing clients and prospects to expand the practice, and developing a local team. Works with Specialized Tax Services and International Tax Partners, Local Office Managing Partner and local and Regional Business Development Manager to develop and execute an effective marketing plan.
Partnership Tax Managing Director, Advanced Computational Services Bdo ConsultingPartnership Tax Managing Director, Advanced Computational ServicesNew York, NY$157,500–$420,000 / yearThe Tax Managing Director, Partnerships is responsible for advising clients on the tax implications of their business objectives and various partnership specific items including but not limited to section 704(b) and taxable income allocations, capital account maintenance, liability analysis and allocations, section 734(b) and 743(b) adjustment calculations and Tax Receivable Agreement (TRA) calculations. In addition, the Tax Managing Director, Partnerships develops and drives process improvement and team-building initiatives, maintains client relationships, and acts as a source of guidance to other team members.
Transaction Advisory Managing Director - Financial Due Diligence (FDD) Bdo ConsultingTransaction Advisory Managing Director - Financial Due Diligence (FDD)Woodbridge, NJ$250,000–$400,000 / yearLeads complex deal related issues and provides appropriate insight into deal specific matters, including but not limited to quality of earnings adjustments, pro-forma/normalization calculations, working capital analysis and definition, debt and debt-like analysis, warranties & indemnities, sale and purchase agreement review. Ten (10) years of prior financial statement related professional services experience, of which at least five (5) years has been spent in a dedicated TAS environment, to include complex national and multi-national buy and sell side transactions, required; carve-out experience, preferred.
Deltek Director, Industry Spec Services Bdo ConsultingDeltek Director, Industry Spec ServicesNew York, NY$175,000–$240,000 / yearReviews and develops policies and procedures related to accounting, contracts, and pricing for the client initiatives to secure new business, including but not limited to participating in Business Development meetings, developing relationships with clients and networking activities. The ISS Deltek Practice Director is responsible for maintaining client relationships, providing support in the areas of Deltek Costpoint consulting, ancillary systems & integrations, and overseeing assigned staff ranging from Associates to Senior Managers.
Managing Director, Transaction Advisory Services (M&A Tax) Bdo ConsultingManaging Director, Transaction Advisory Services (M&A Tax)New York, NY$300,000–$450,000 / yearThe responsibilities of this role will include working with BDO counterparts in India to increase capacity for Section 382 consulting, training the TAS team and overall tax practice as to Section 382 tax technical topics, and improving BDO’s deliverables, tools, and templates related to Section 382. Ten (10) or more years of prior relevant tax experience and/or public accounting, private industry accounting, or legal experience in three or more of the areas listed below, required: Knowledge of Section 382, and experience in preparing, reviewing, and auditing Section 382 studies.
NewAttorney--NYC or CT--Commercial Litigation--$140k-$185k JobotAttorney--NYC or CT--Commercial Litigation--$140k-$185kNew York, NY$140,000–$185,000 / 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 attorneys are known for delivering exceptional results in high-profile and high-value matters, while providing clients with the personalized attention and strategic counsel often associated with elite litigation practices.
NewFamily Office Tax Associate JobotFamily Office Tax AssociateNew York, NY$90,000–$120,000 / yearOur client is a nationally recognized wealth management and family office firm that provides integrated financial advisory, tax, accounting, investment management, and family office services to high-net-worth and ultra-high-net-worth individuals, families, executives, entrepreneurs, and business owners. The Family Office Tax Associate will support a diverse portfolio of high-net-worth and ultra-high-net-worth clients by providing accounting, bookkeeping, financial administration, and family office support services.
VP, Prime Services Transition Management BarclaysVP, Prime Services Transition ManagementNew York, NYLiquid Finance Platform covers a variety of roles and is central to the delivery of best-in-class products and services, and for the provision of strategic client and risk solutions across the full spectrum of the Prime Financing businesses. Operating at the intersection of client engagement and internal coordination, you’ll serve as the central point of contact for all pre-launch activity—partnering closely with Sales, Legal, Credit, KYC, Operations, and other key teams to align requirements and deliver a smooth transition.
VP, Software Developer - Prime Services Equity Technology / Risk (.Net) Jefferies LlcVP, Software Developer - Prime Services Equity Technology / Risk (.Net)New York, NY$185,000–$225,000 / yearThe system aims to develop the Jefferies Global Swap Desk platform and implement trade processing and clearing models in a highly moving infrastructure to trade and manage all aspect of trade processing globally across all product lines. Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services.
Corporate Vice Pres, Director, AI/Agentic Experience Strategy and UX Architecture - Field Journeys New York Life Insurance CompanyCorporate Vice Pres, Director, AI/Agentic Experience Strategy and UX Architecture - Field JourneysNew York, NY$119,000–$200,000 / yearMaintain working fluency across key AI and agentic domains, including generative AI and LLMs, agentic and multi-step task automation, predictive and next-best-action models, and RAG-based knowledge systems, sufficient to engage credibly with technical partners and evaluate capability claims. Pioneer new strategy and experience artifact types for field AI experiences that go beyond traditional experience deliverables, such as AI behavior maps for advisor copilots, agentic task flow diagrams for practice management automation, and AI experience scorecards for evaluating field AI quality.
Corporate Vice Pres, Director, AI/Agentic Experience Strategy and UX Architecture New York Life Insurance CompanyCorporate Vice Pres, Director, AI/Agentic Experience Strategy and UX ArchitectureNew York, NY$119,000–$200,000 / yearMaintain working fluency across key AI and agentic domains, including generative AI and LLMs, agentic and multi-step task automation, predictive and next-best-action models, and RAG-based knowledge systems, sufficient to engage credibly with technical partners and evaluate capability claims. Document and conduct analyses of current-state workflows and AI touchpoints across field personas, and partner with Experience Design, and Field leadership to define future-state AI-enabled workflows and integrate AI experience vision into broader journey strategy.
Managing Director, Venture & Growth Stage Lending StifelManaging Director, Venture & Growth Stage LendingNew York, NYThis role involves sourcing new opportunities (both debt and banking/deposit only), structuring debt solutions, managing a portfolio of clients, and leading/managing a team of professionals to drive growth and innovation in the technology and life sciences sectors. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
Managing Director, Venture Banking StifelManaging Director, Venture BankingNew York, NYStifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. In joining Stifel’s Venture Banking team, a Managing Director (MD) is responsible for leading efforts to support venture backed companies and their investors across all their financial services needs.
Project Manager Lead-Salesforce Programs StifelProject Manager Lead-Salesforce ProgramsNew York, NYStifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Serve as the program lead for Salesforce initiatives, partnering with administrators, developers, integration teams, and business owners to plan and deliver configuration, customization, data, and release activities across the platform.
Corporate Vice President, Head of Agent Collaboration & Partnership New York Life Insurance CompanyCorporate Vice President, Head of Agent Collaboration & PartnershipNew York, NY$160,000–$228,500 / yearShape the field and advisor experience: Partner with Field leadership to identify evolving business needs, expand collaboration opportunities, and continuously improve the experience across ACP programs, including experiences supporting high-performing advisor segments such as Nautilus members. The Head of Agent Collaboration & Partnership (ACP) provides strategic leadership for New York Life’s Agent Collaboration platform, which brings together Agent Mentoring (AMP), District Agent (DA), Agent Teaming (ATP), and Professional Alliance (PAP) within a unified operating model.
Corporate Vice President - Data Scientist - Model Validation and AI Governance New York Life Insurance CompanyCorporate Vice President - Data Scientist - Model Validation and AI GovernanceNew York, NY$147,500–$211,000 / yearAcross technology, data, AI, cyber, product, digital experience, architecture and infrastructure, TDAV combines the scale and investment of an industry leader, access to leading-edge technologies and the opportunity to help shape how a world-class financial services company competes in the AI era — all backed by the stability and purpose of a mutual company built to last. Strong communication, leadership, and analytical skills, including the ability to interpret technical and regulatory requirements, translate them into practical controls, lead complex validations end-to-end, mentor colleagues, and present and defend technical findings with senior leaders and cross-functional governance bodies.