Tax Director / Tax Partner – Financial Services (cpa firm) - Hybrid CPA firmTax Director / Tax Partner – Financial Services (cpa firm) - HybridNew York, NY$250,000–$500,000 / yearFull timeThe Tax Director / Partner in the Financial Services group will be responsible for providing strategic tax advice and services to clients within the financial services industry, including private equity, and funds.
Tax Manager – Financial Services (cpa firm) - Hybrid CPA firmTax Manager – Financial Services (cpa firm) - HybridNew York, NY$125,000–$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.
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.
NewManager / Director Transaction Services (M&A) Kforce Inc.Manager / Director Transaction Services (M&A)New York, NY$125,000–$200,000Run multiple and challenging Transaction Advisory Services engagements (financial due diligence), participating in transactions related to the acquisitions by private equity investor groups and strategic corporate buyers. Responsibilities Include: Manager/Director Transaction Services will lead buy - side diligence, sell - side diligence, working capital assistance, merger integration and optimization, divestitures and carve outs, and valuation services.
Team 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.
ASAP Engagement Coordinator (Academic ASAP Program Coordinator) LaGuardia Community CollegeASAP Engagement Coordinator (Academic ASAP Program Coordinator)Queens, NY$48,647–$56,720 / yearFull timeThey perform duties including but not limited to the following: Monitors and maintains student enrollment and information databases; collects and maintains statistical data, and prepares reports and surveys using student information and enrollment data; Collects information to evaluate program/event success and reports results; Serves as liaison to various College offices to ensure smooth operations and verification of student information; Creates and distributes marketing and promotional and event materials for ASAP programming; Assists with the coordination and execution of student activities, workshops, meetings and special events and develops engagement strategies to support student success and assist the program with meeting retention goals and benchmarks; Collaborates with ASAP advisors to provide supports to students on academic probation; Connects new and continuing ASAP students to campus resources, co-curricular, and engagement opportunities; Develops and facilitates student success workshops on various topics, for example: time management, test anxiety, college transition, co-curricular involvement, and experiential learning, etc; Collaborates with Academic Program Specialist, Engagement Specialist, and Career Specialist to support special initiatives (e.g. LaGuardia ranked fifth among U.S. community colleges in economic mobility – moving low-income students into the middle class and beyond – in studies by Stanford University (2017) and the Brookings Institution (2020).
Financial Counselor / Certified Application Counselor Connecticut Institute for Communities, Inc.Financial Counselor / Certified Application CounselorDanbury, CT$18–$22 / hourThe Financial Counselor / Healthcare Eligibility Specialist assists patients in obtaining healthcare coverage and financial assistance by assessing eligibility for programs such as Access Health CT, HUSKY Health (Medicaid), and CIFC Health's Sliding Fee Discount Program. In this rewarding role, you will help patients obtain healthcare coverage and financial assistance by determining eligibility for insurance and assistance programs, guiding them through the enrollment process, and empowering them to make informed decisions about their healthcare.
Retail Customer Service Associate FedExRetail Customer Service AssociateTotowa, New Jersey$20.75–$28 / hourFull timeThe Store Consultant will operate and maintain a wide variety of equipment, move boxes and equipment, stock materials, manage the production queue and output, manage complex projects, manage retail supply, and complete assigned tasks based on priority. POSITION SUMMARY: The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions.
NewEntry-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.
CRE Business Development Manager Page GroupCRE Business Development ManagerManhattan, NY$100,000–$120,000 / yearA successful Business Development Manager should have: Experience in business development, sales, or client relationship management within the financial services industry. The Business Development Manager will focus on driving growth and building strong client relationships within the financial services industry.
HR Associate - Onsite NYC - $115K Page GroupHR Associate - Onsite NYC - $115KManhattan, NY$95,000–$115,000 / yearFull timeThis newly created position comes as the firm continues to expand across the U.S. and globally, creating an excellent opportunity for an HR professional who enjoys balancing recruiting, payroll, employee support, and HR operations within a high-performance investment environment. The HR Associate will sit in the New York office and will work closely with U.S. leadership while partnering extensively with a well-established Human Capital team across Asia.
Commercial Loan Operations Consultant Page GroupCommercial Loan Operations ConsultantManhattan, NY$45–$50 / hourThe Loan Operations Consultant will support the financial services industry by managing loan processing tasks with accuracy and efficiency. This temporary position is based in New York and focuses on ensuring smooth operations within the banking and financial services department.
Finance Managed Services Manager - Controllership & Record-to-Report | Financial Services Industry Deloitte Touche Tohmatsu LtdFinance Managed Services Manager - Controllership & Record-to-Report | Financial Services IndustryNY$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 Associate - ENTRY LEVEL Blue Ocean Wealth Solutions, LLC- A MassMutual FirmFinancial Services Associate - ENTRY LEVELEast Hills, NY$90,000–$130,000 / yearRecognized as a Top Long Island Workplace from 2018–2025 by Schneps Long Island / Long Island Press, Blue Ocean Wealth Solutions is committed to fostering a collaborative culture focused on professional development, mentorship, and exceptional client service. •Assist in delivering personalized financial strategies, including investment management, retirement planning, insurance solutions, and fee-based financial planning services, with support from our in-house Financial Planning Team**.
NewFinancial Coordinator, Student Financial Services University of DelawareFinancial Coordinator, Student Financial ServicesNewark, New JerseyThe Financial Coordinator serves as the primary financial liaison between campus departments and internal stakeholders, facilitating clear communication, resolving discrepancies, and supporting the efficient administration of refunds and third-party billing operations. Lead the review and resolution of student refund inquiries from TDX, SFS Team and shared tracking tools, partnering with Accounts Payable and Finance to resolve issues efficiently and improve processing timelines.
NewFinancial Services Risk Consulting Intern - Summer 2027 RSM US LLPFinancial Services Risk Consulting Intern - Summer 2027New York, NY$35–$41 / hourAs a Risk Consulting Financial Services Intern at RSM, you will work across the five sectors within our Financial Services practice that include Financial Institutions, Capital Markets, Insurance, Specialty Finance (including Fintech) and Asset Management with exposure to various financial services topics, concepts and transactions including ESG, Digital Assets and Blockchain, regulatory matters, credit and interest rate risk through hands-on client experience. Examples of projects include internal audits (including SOX), regulatory compliance remediation and advisory, credit review and financial reporting control projects intended to provide our clients with timely information on business operations and methods to mitigate potential risks.
Senior Associate, Risk Consulting - Financial Services RSM US LLPSenior Associate, Risk Consulting - Financial ServicesNew York, NY$77,700–$146,900 / yearIn the Financial Services Risk, Compliance, and Internal Audit Practice we frequently work as or alongside a client's internal audit function, the chief risk officer or risk function, Sarbanes-Oxley project team, lender field examination teams and various other members of management tasked with managing risk. As a senior associate in RSM's growing Financial Services Risk Consulting Practice, you will have the opportunity to draw from your experience and knowledge while continuing to grow your leadership skills through a high degree of client and financial services industry exposure, career development and mentorship opportunities, and a diverse and inclusive culture.
State and Local Tax Financial Services Senior Associate PricewaterhouseCoopers LLPState and Local Tax Financial Services Senior AssociateStamford, CT$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.
Client Services Specialist - Financial Services (Remote) All Financial FreedomClient Services Specialist - Financial Services (Remote)Tuxedo Park, GARemoteThe Client Services Specialist supports client-facing operations by coordinating education sessions, managing communication, and assisting with onboarding processes. Client services senior services operations or leadership.
Patient Financial Services Associate ONS MSO LLCPatient Financial Services AssociateStamford, CTAs a Management Services Organization (MSO), Spire provides the infrastructure for administrative operations that allows practices to operate at their highest level, so doctors can focus their efforts on what matters most - patient care. Headquartered in Stamford, Connecticut, the Spire network spans the Northeast with more than 165 physicians, 1,800 employees, 285 other clinical providers and 40 locations in New York, Connecticut, Rhode Island and Massachusetts.