Experienced Associate - Transaction Advisory Services Baker Tilly Virchow KrauseLLPExperienced Associate - Transaction Advisory ServicesNew York City, NY$63,490–$100,000 / yearBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Senior Manager - Global Business Services (GBS) - Strategy Deloitte Touche Tohmatsu LtdSenior Manager - Global Business Services (GBS) - StrategyNew York, NY$189,200–$372,900 / yearWe leverage Deloitte's capabilities, assets, and insights to help clients modernize enterprise functions-including Finance, HR, Technology, Procurement, and other back-office and core business functions-to improve financial and operational performance, manage risk, enable change, and increase strategic value. In this role, you will lead strategic transformation programs, design governance structures, implement new capabilities at scale, and help clients optimize functional processes through leading and emerging technologies.
Tax Senior, Legal Business Services - Technology Deloitte Touche Tohmatsu LtdTax Senior, Legal Business Services - TechnologyJersey City, NJ$100,350–$205,000 / yearTTC's business services help clients with operating model evaluation, roadmap development for a desired future state, data management solutions, automation opportunities, tax portal, cloud for enterprise systems, agile resourcing models, risk, provision and compliance. At Deloitte Tax LLP, our Tax Technology Consulting (TTC) practice helps tax departments pursue a streamlined, transparent, and efficient tax function that enhances the core responsibilities of compliance, reporting and planning, while also positioning tax as a strategic business advisor for the digital era.
Global Business Services (GBS) - Strategy - Senior Consultant Deloitte Touche Tohmatsu LtdGlobal Business Services (GBS) - Strategy - Senior ConsultantNew York, NY$128,000–$252,500 / yearOur mission is to help clients modernize functions which are part of their GBS organization including Finance, HR, Technology, Procurement, and other back office and core business functions, with the goal to enhance financial and operational performance, manage financial and audit risks, drive organizational change, and become strategic business partners within their organizations. In this pivotal role, you will drive strategic business transformation programs, architect effective governance structures, implement new capabilities on a global scale, and optimize functional processes by leveraging the latest technologies.
Risk Advisory Services Managing Director Baker Tilly Virchow KrauseLLPRisk Advisory Services Managing DirectorNew York City, NY$201,810–$382,600 / yearWork closely with client executives and management teams to understand their businesses and assist in identifying and managing financial and operational risks within their business systems to ensure technology risks are managed: Develop in-depth knowledge of clients' businesses and industries by having direct client interaction while working on multiple aspects of an engagement. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion.
Global Business Services (GBS) - Strategy - Consultant Deloitte Touche Tohmatsu LtdGlobal Business Services (GBS) - Strategy - ConsultantNew York, NY$95,600–$188,400 / yearAs a Consultant, Global Business Services (GBS) on the Global Business Services team, you will be responsible for supporting strategic transformation initiatives that improve operating model effectiveness, service delivery, and functional performance. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
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.
Tax - Manager, Legal Business Services - Technology Deloitte Touche Tohmatsu LtdTax - Manager, Legal Business Services - TechnologyNew York, NY$134,475–$274,750 / yearTTC's business services help clients with operating model evaluation, roadmap development for a desired future state, data management solutions, automation opportunities, tax portal, cloud for enterprise systems, agile resourcing models, risk, provision and compliance. At Deloitte Tax LLP, our Tax Technology Consulting (TTC) practice helps tax departments pursue a streamlined, transparent, and efficient tax function that enhances the core responsibilities of compliance, reporting and planning, while also positioning tax as a strategic business advisor for the digital era.
Tax Supervisor | Private Client Services CBIZ IncTax Supervisor | Private Client ServicesMelville, NYWith industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services.
Tax Senior Manager I Private Client Services CBIZ IncTax Senior Manager I Private Client ServicesMelville, NYServe as a trusted advisor to high-net-worth individuals, multi-generational families, family offices, trustees, and closely held business owners, is relied upon for knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team. The Tax Senior Manager is responsible for managing complex tax engagements, advising clients on tax planning and compliance matters, supervising and mentoring staff, and contributing to business development efforts.
Client Services Manager Moneco AdvisorsClient Services ManagerFairfield, CTWe combine a collaborative, people-first culture with sophisticated planning capabilities — and the Client Services Manager is central to making that experience seamless for every client we serve. This role works out of our Fairfield, CT office, elevating the level of service advisors deliver through day-to-day client operations and administrative support.
Sr. Manager, Advised 401K Sales BettermentSr. Manager, Advised 401K SalesNy, NY$240,000–$280,000 / yearBuild feedback loops between your team and Business Development so learnings from the field (what's working with advisors, where deals stall, what firms are asking for) shape how BD sources and prioritizes future partnerships. Our Commitment to Your Total Well-being: We offer a competitive suite of benefits, including medical, dental, and vision coverage; life and AD&D insurance; short- and long-term disability; infertility support and WPATH-aligned transgender health benefits; an Employee Assistance Program (EAP); transit benefits and FSA and HSA options.
M&A Financial Due Diligence Data Analytics Manager - LSHC Deloitte Touche Tohmatsu LtdM&A Financial Due Diligence Data Analytics Manager - LSHCNew York, NY$141,200–$278,300 / yearYou will work as part of cross-functional teams providing financial, accounting, operational and commercial due diligence, bringing your skills to the M&A deal to manage and analyze the data in regulated life sciences and healthcare environments and utilize your visual analytics skills to tell a compelling story of our findings around revenue quality, pricing realization, reimbursement exposure, and operational performance. Work you'll do: As a Manager, Strategy, Growth, and Transformation on the M&A team, you will be a key member serving client M&A deal teams through gathering, analyzing, validating, and normalizing transactional, commercial, and operational data (e.g., product-level sales, claims data, rebate and chargeback data, inventory, pipeline, and customer/channel data) to develop and test hypotheses for a given M&A deal.
Director, 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. A few facts about us: Applecart's platform has been used by hundreds of industry-leading clients spanning Fortune 500 companies like Blackstone and Intuit, leading nonprofit organizations like the Environmental Defense Fund, and top-tier advertising and communications agencies like Teneo, FGS, Weber Shandwick, and OMD.
Financial Service Coordinator Stamford HealthFinancial Service CoordinatorStamford, CTProvides timely and accurate information regarding patient data/status to other health system departments, physicians, physician office staff, nursing, pharmacy, and public agencies while insuring patient confidentiality is not breached. Updates receivable system with any new, corrected or pertinent information in relation to resolution of receivable accounts, and insures that proper information for follow up is shown in GE Centricity, Meditech and/or Epic, as appropriate.
Senior Banker II - Leonia Financial Center Bank of AmericaSenior Banker II - Leonia Financial CenterFort Lee, New JerseyResponsibilities: • Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities. • In lieu of one year of sales experience, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months.
Registered Client Relationship Analyst Morgan StanleyRegistered Client Relationship AnalystGarden City, NY$72,500–$85,000 / 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. Assist FAs/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems.
NewAnalyst - Core Trade Finance Financial Institutions - Global Transaction Banking, TD Securities TD BankAnalyst - Core Trade Finance Financial Institutions - Global Transaction Banking, TD SecuritiesNew York, New YorkSupport activity to enhance client experience & or increase revenue by adding new clients and increasing the penetration rate of trade finance products and services Become familiar with TDS clients across industries such as: Communications, Media, and Technology; Diversified; Financial Institutions; Financial Sponsors; Global Energy and Power; Mining; Paper, Packaging and Forestry; Real Estate and Utilities. Develops client centric solutions to remove or reduce payment risk or facilitate working capital by employing traditional trade finance products (Standby Letters of Credit / Guarantees, Import Letters of Credit, Export Letters of Credit, or Documentary Collections) associated with our clients' domestic business needs or foreign sales and purchases.
Senior Banker II - South Street Financial Center Bank of AmericaSenior Banker II - South Street Financial CenterNewark, New JerseyResponsibilities: • Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities. • In lieu of one year of sales experience, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months.
Principal Solution Architect LPL Financial ServicesPrincipal Solution ArchitectNew York, NY$155,942–$259,869 / yearThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.