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.
NewManaged Services Deal Architect - Financial Services - Record to Report (R2R) Deloitte Touche Tohmatsu LtdManaged Services Deal Architect - Financial Services - Record to Report (R2R)NY$122,000–$240,500 / yearThis role combines accounting domain expertise, managed services solutioning, Financial Services Industry experience, commercial acumen, and strong client leadership. Our professionals combine finance domain expertise, operational discipline, technology-enabled delivery, and deep industry experiences to help clients achieve sustainable outcomes at scale.
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 .
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.
NewFY28 Federal Tax Associate - Financial Services RSM US LLPFY28 Federal Tax Associate - Financial ServicesStamford, CT$74,800–$89,250 / yearThis can include accounting for income taxes, accounting methods and periods, corporate taxation, federal credits and incentives, individual taxation, mergers and acquisitions, pass-through entity taxation, private client services, and not for profit organizations. This includes individuals who will one day request or require RSM to file or complete immigration-related forms or prepare letters on their behalf in order for them to obtain or continue their work authorization.
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.
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.
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).
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.
Financial Services Tax - Real Estate Manager PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate ManagerStamford, CT$99,000–$266,000 / yearPwC 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 . At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members.
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.
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.
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.
NewFY28 Federal Tax Associate - Financial Services RSMFY28 Federal Tax Associate - Financial ServicesStamford, ConnecticutThis can include accounting for income taxes, accounting methods and periods, corporate taxation, federal credits and incentives, individual taxation, mergers and acquisitions, pass-through entity taxation, private client services, and not for profit organizations.. This includes individuals who will one day request or require RSM to file or complete immigration-related forms or prepare letters on their behalf in order for them to obtain or continue their work authorization.
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.
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.
National Tax Managing Partner - Financial Services - 1761983 RightWorksNational Tax Managing Partner - Financial Services - 1761983Woodbury, New YorkRequirements: - Bachelor's degree in Accounting, Finance, or related field; CPA certification preferred. - Strong communication and interpersonal skills to effectively interact with clients and team members.
Tax Director - Financial Services State and Local Tax (SALT) TAG EisnerAmper, LLC (Inactive)Tax Director - 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.
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.
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.
NewFinancial Services Representative - Bay Shore Teachers Federal Credit UnionFinancial Services Representative - Bay ShoreBayshore, NY$23–$24.50 / hourSummary: The Financial Services Representative builds and strengthens member relationships and introduces members to new, more efficient ways of banking online, the mobile app, and ATMs. Process routine financial transactions for members efficiently and accurately (including deposits and withdrawals, loan payments, cashier's checks, IRA) in compliance with regulations and guidelines.
NewFinancial Services Representative - Commack Teachers Federal Credit UnionFinancial Services Representative - CommackCommack, NY$23–$24.50 / hourSummary: The Financial Services Representative builds and strengthens member relationships and introduces members to new, more efficient ways of banking online, the mobile app, and ATMs. Process routine financial transactions for members efficiently and accurately (including deposits and withdrawals, loan payments, cashier's checks, IRA) in compliance with regulations and guidelines.
Financial Services Representative - Selden Teachers Federal Credit UnionFinancial Services Representative - SeldenSelden, NY$23–$24.50 / hourSummary: The Financial Services Representative builds and strengthens member relationships and introduces members to new, more efficient ways of banking online, the mobile app, and ATMs. Process routine financial transactions for members efficiently and accurately (including deposits and withdrawals, loan payments, cashier's checks, IRA) in compliance with regulations and guidelines.
Financial Services Representative - Holbrook Teachers Federal Credit UnionFinancial Services Representative - HolbrookHolbrook, NY$23–$24.50 / hourSummary: The Financial Services Representative builds and strengthens member relationships and introduces members to new, more efficient ways of banking online, the mobile app, and ATMs. Process routine financial transactions for members efficiently and accurately (including deposits and withdrawals, loan payments, cashier's checks, IRA) in compliance with regulations and guidelines.
Financial Services Representative - Amityville Teachers Federal Credit UnionFinancial Services Representative - AmityvilleNY$23–$24.50 / hourSummary: The Financial Services Representative builds and strengthens member relationships and introduces members to new, more efficient ways of banking online, the mobile app, and ATMs. Process routine financial transactions for members efficiently and accurately (including deposits and withdrawals, loan payments, cashier's checks, IRA) in compliance with regulations and guidelines.
Financial Services Representative - Riverhead Teachers Federal Credit UnionFinancial Services Representative - RiverheadRiverhead, NY$23–$24.50 / hourSummary: The Financial Services Representative builds and strengthens member relationships and introduces members to new, more efficient ways of banking online, the mobile app, and ATMs. Benefits of Joining the Teachers Team: We provide a competitive compensation and benefits package that includes, but is not limited to: This position is eligible for our quarterly retail performance incentive program.
Financial Services Representative - East Meadow Teachers Federal Credit UnionFinancial Services Representative - East MeadowEast Meadow, NY$23–$24.50 / hourSummary: The Financial Services Representative builds and strengthens member relationships and introduces members to new, more efficient ways of banking online, the mobile app, and ATMs. Process routine financial transactions for members efficiently and accurately (including deposits and withdrawals, loan payments, cashier's checks, IRA) in compliance with regulations and guidelines.
Personal Banker III (Financial Services Representative) Suffolk Federal Credit UnionPersonal Banker III (Financial Services Representative)West Babylon, NYRole Overview: As a Financial Services Representative III (Personal Banker) at Suffolk Credit Union, your primary responsibility is to deliver exceptional member experiences to both current and prospective members. Financial Services Representatives are expected to collaborate with cross-functional teams to achieve departmental and Credit Union goals while maintaining high accuracy and reliability.
Financial Services Representative II - Selden Teachers Federal Credit UnionFinancial Services Representative II - SeldenSelden, NY$24–$26.50 / hourSummary: The Financial Services Representative II builds and strengthens member relationships and introduces members to new, more efficient ways of banking online, the mobile app, and ATMs in person and virtually. Processes routine and complex financial transactions for members quickly and accurately (including deposits and withdrawals, loan payments, cashier's checks, IRA) in compliance with regulations and guidelines.
Financial Services Representative II - Amityville Teachers Federal Credit UnionFinancial Services Representative II - AmityvilleNY$24–$27 / hourSummary: The Financial Services Representative II builds and strengthens member relationships and introduces members to new, more efficient ways of banking online, the mobile app, and ATMs in person and virtually. Processes routine and complex financial transactions for members quickly and accurately (including deposits and withdrawals, loan payments, cashier's checks, IRA) in compliance with regulations and guidelines.
NewFinancial Services Representative II - SunVet Teachers Federal Credit UnionFinancial Services Representative II - SunVetHolbrook, NY$24–$27 / hourSummary: The Financial Services Representative II builds and strengthens member relationships and introduces members to new, more efficient ways of banking online, the mobile app, and ATMs in person and virtually. Processes routine and complex financial transactions for members quickly and accurately (including deposits and withdrawals, loan payments, cashier's checks, IRA) in compliance with regulations and guidelines.
Financial Services Representative II - Rocky Point Teachers Federal Credit UnionFinancial Services Representative II - Rocky PointNY$24–$27 / hourSummary: The Financial Services Representative II builds and strengthens member relationships and introduces members to new, more efficient ways of banking online, the mobile app, and ATMs in person and virtually. Processes routine and complex financial transactions for members quickly and accurately (including deposits and withdrawals, loan payments, cashier's checks, IRA) in compliance with regulations and guidelines.
Financial Services Representative II - North Massapequa Teachers Federal Credit UnionFinancial Services Representative II - North MassapequaNorth Massapequa, NY$24–$26.50 / hourSummary: The Financial Services Representative II builds and strengthens member relationships and introduces members to new, more efficient ways of banking online, the mobile app, and ATMs in person and virtually. Processes routine and complex financial transactions for members quickly and accurately (including deposits and withdrawals, loan payments, cashier's checks, IRA) in compliance with regulations and guidelines.
Financial Services Representative II - North Babylon Teachers Federal Credit UnionFinancial Services Representative II - North BabylonNorth Babylon, NY$24–$26.50 / hourSummary: The Financial Services Representative II builds and strengthens member relationships and introduces members to new, more efficient ways of banking online, the mobile app, and ATMs in person and virtually. Processes routine and complex financial transactions for members quickly and accurately (including deposits and withdrawals, loan payments, cashier's checks, IRA) in compliance with regulations and guidelines.
Financial Services & Investment Professional Traction Forge FinancialFinancial Services & Investment ProfessionalStamford, CTRemoteTraction Forge Financial, powered by the strength of Global Financial Impact (GFI), is expanding and seeking ambitious, coachable individuals who are interested in building a career in financial services while helping families prepare for their future. Experience in hospitality, sales, customer service, leadership, business, or finance is beneficial, but not required.
Independent Financial Services Consultant Traction Forge FinancialIndependent Financial Services ConsultantBridgeport, CTTraction Forge Financial, powered by the strength of Global Financial Impact (GFI) , is seeking motivated and growth-minded individuals interested in building a career in financial services while helping families work toward stronger financial futures. Previous experience in customer service, hospitality, business, leadership, sales, or finance is a plus, but not required.
Personal Banker II (Financial Services Representative) Suffolk Federal Credit UnionPersonal Banker II (Financial Services Representative)NYRole Overview: Our Personal Banker II's (Financial Services Representatives) are responsible for delivering exceptional service to both current and prospective Suffolk Credit Union members. They work collaboratively with cross-functional teams to achieve departmental and Credit Union goals, maintaining a high level of accuracy, reliability, and member satisfaction.
Insurance and Financial Services Position - State Farm Team Member Jacquelyn Jacobson - State Farm AgentInsurance and Financial Services Position - State Farm Team MemberCommack, NYAs Insurance and Financial Services Position - State Farm Team Member for Jacquelyn Jacobson - State Farm Agent, 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 Services Representative – State Farm Agent Team Member James Winter - State Farm AgentFinancial Services Representative – State Farm Agent Team MemberSt. James, NYROLE DESCRIPTION: As a Financial Services Representative – State Farm Agent Team Member with James Winter - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options.
Financial Services Specialist - Smithtown Teachers Federal Credit UnionFinancial Services Specialist - SmithtownSmithtown, NY$25.30–$30.35 / hourManage the work of platform staff, implement work schedules, open/close the branch, respond to alarms, inventory gift cards, official checks, debit cards and branch supplies, and advise the Manager of the need to reorder. Job Responsibilities: Build and strengthen member relationships at the assigned branch by greeting members in a courteous and professional manner, provide superior member service and respond to their questions accurately and efficiently.
Financial Services Specialist - Farmingville Teachers Federal Credit UnionFinancial Services Specialist - FarmingvilleFarmingville, NY$25.30–$30.35 / hourManage the work of platform staff, implement work schedules, open/close the branch, respond to alarms, inventory gift cards, official checks, debit cards and branch supplies, and advise the Manager of the need to reorder. Job Responsibilities: Build and strengthen member relationships at the assigned branch by greeting members in a courteous and professional manner, provide superior member service and respond to their questions accurately and efficiently.
Assistant Manager Financial Services - Smithtown Teachers Federal Credit UnionAssistant Manager Financial Services - SmithtownSmithtown, NY$26.85–$36.25 / hourPerforms routine branch opening, closing, member service, and other operational tasks and activities • Assumes responsibility for the supervision of the branch office during the manager's absence • Coach staff to cross-sell and track achievement against sales goals, and provide training on sales techniques • Helps branch manager in achieving financial, operational, and customer satisfaction goals for the branch • Resolves member or operational issues • Coordinates with other Credit Union teams to promote products and represents the Credit Union during community events • Supports portfolio growth by helping to identify opportunities to deepen relationships and increase member acquisition • Ensures members receive optimal service and monitor/adheres to operational controls • Utilizes various systems to access financial, and production reports to assess branch performance and to make business decisions to promote profitability as well as the achievement of goals • Ensures compliance with Teachers policies and procedures • Performs all duties inherent in the role of a supervisor • Performs other duties as needed upon request by immediate supervisor. High School Diploma required Minimum of three years branch banking experience required as an individual contributor Microsoft Word and Excel skills required Commissioned notary or can successfully obtain a notary commission in the state where you work within six months of starting in the role required Spanish language skills preferred.
NewAssistant Manager Financial Services - Holbrook Teachers Federal Credit UnionAssistant Manager Financial Services - HolbrookHolbrook, NY$28.50–$34.15 / hourSummary: The Assistant Manager is responsible for assisting the branch manager in the daily operations of a retail Credit Union branch office that develops and grows member relationships, promotes products and services, and delivers efficient operations. Recognized by Forbes Magazine as one of America's Best-In-State Credit Unions in 2025, Teachers has grown into one of the nation's leading credit unions.
Assistant Manager Financial Services - Central Islip Teachers Federal Credit UnionAssistant Manager Financial Services - Central IslipCentral Islip, NY$28.50–$34.15 / hourSummary: The Assistant Manager is responsible for assisting the branch manager in the daily operations of a retail Credit Union branch office that develops and grows member relationships, promotes products and services, and delivers efficient operations. Recognized by Forbes Magazine as one of America's Best-In-State Credit Unions in 2025, Teachers has grown into one of the nation's leading credit unions.
Assistant Manager Financial Services - Kings Park Teachers Federal Credit UnionAssistant Manager Financial Services - Kings ParkKings Park, NY$28.50–$34.15 / hourSummary: The Assistant Manager is responsible for assisting the branch manager in the daily operations of a retail Credit Union branch office that develops and grows member relationships, promotes products and services, and delivers efficient operations. Recognized by Forbes Magazine as one of America's Best-In-State Credit Unions in 2025, Teachers has grown into one of the nation's leading credit unions.