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.
Audit Manager / Sr. Manager -= Financial Services (cpa firm) – Hybrid CPA firmAudit Manager / Sr. Manager -= Financial Services (cpa firm) – HybridNew York, NY$175,000–$250,000 / yearFull timeThe Audit Senior Manager will lead audit engagements for a diverse portfolio of financial services clients, including private equity, hedge funds, broker-dealers, and other investment firms.
NewTax Manager – Financial Services (cpa firm) - Hybrid CPA firmTax Manager – Financial Services (cpa firm) - HybridNew York, NY$125,000–$195,000 / yearThis 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.
Financial Services Professional NYL - Nassau GOFinancial Services ProfessionalUniondale, NYJoin us at NYL - Nassau GO as a Financial Services Professional, where you'll play a vital role in empowering individuals to achieve their financial dreams. At New York Life, we don't just focus on financial strength; we emphasize long-term success for clients.
NewAssociate, Transaction Advisory Services JobotAssociate, Transaction Advisory ServicesNew York, NY$120,000–$150,000 / yearEstablished over 50 years ago with billions in assets, we have expertise in a wide array of strategic advisory services our Transaction Advisory Services practice assists private equity and corporate clients with financial, IT and tax due diligence, business analytics and technical accounting matters associated with corporate mergers, divestitures and acquisitions (M&A). Information 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.
Sales Manager Financial Services NYL - Nassau GOSales Manager Financial ServicesUniondale, NYWe empower you to inspire your team and foster growth, building on New York Life's rich 175-year legacy of helping individuals achieve financial security. As a Sales Manager in Financial Services with NYL - Nassau GO, you'll step into a role where your leadership shapes futures.
NewEntry-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.
Manager / 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.
NewFinancial Advisor New York Life - UniondaleFinancial AdvisorUniondale, NYResponsibilities: Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management. Anticipates future needs of all clients and works with senior-level advisors to call on established clients to renew and upgrade accounts.
NewAssociate Financial Advisor Alliance Global PartnersAssociate Financial AdvisorStamford, CTOngoing monitoring and management of the client’s wealth management plan; Scheduling, coordinating, and actively participating in client meetings; Communicating the full range of the Company’s services and capabilities to clients and prospective clients; and. As we continue to grow, we are seeking established Financial Advisors as well as junior advisors and Sales assistants, both FINRA-licensed and trainees looking to join and work in our Westport Connecticut office.
NewFinancial Advisor | Path to Partnership Voya Financial - ElmsfordFinancial Advisor | Path to PartnershipStamford, CT$70,000–$85,000 / yearOur mission is to simplify complex financial concepts, provide honest and holistic guidance, and help educators confidently achieve their long-term retirement and financial goals. This position begins with financing, and a salary that lasts for one to three years, alongside commissions, and a clear pathway to building and acquiring your own book of business.
NewHybrid-Financial Aid Advisor Manhattan School of Computer TechnologyHybrid-Financial Aid AdvisorBrooklyn, NY$22–$25 / hourThe Financial Aid Advisor plays an important role in supporting students by helping them understand their financial aid options, complete required processes, and make informed decisions about financing their education. This position provides guidance on federal, state, institutional, and other available financial aid programs while helping ensure that student files are accurate, complete, and processed in accordance with applicable regulations and institutional policies.
Senior Financial Reporting Manager Kforce Inc.Senior Financial Reporting ManagerNew York, NY$150,000–$200,000Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. By clicking “Apply Today” you agree to receive calls, AI-generated calls, text messages or emails from Kforce and its affiliates, and service providers.
NewCFO - Law Firm Kforce Inc.CFO - Law FirmNew York, NY$270,000–$310,000Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. By clicking “Apply Today” you agree to receive calls, AI-generated calls, text messages or emails from Kforce and its affiliates, and service providers.
NewFinancial Manager (Tax) IntuitFinancial Manager (Tax)Hackensack, NJ$32.50–$36 / hourPassionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Overview\n Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States.
NewFinancial/Wealth Management Advisor Northwestern MutualFinancial/Wealth Management AdvisorStamford, CT$82,000–$250,000 / yearAs a Fortune 150 company, we combine a personalized, relationship-based approach with a full suite of financial planning services—including investments, risk management, and wealth strategies.\r\n\r\nOur advisors build practices centered on long-term client relationships and are supported by a strong training platform, experienced leadership, and a network of high-performing professionals. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis .
NewManager, Business Tax Services - 5500 Preparation KPMGManager, Business Tax Services - 5500 PreparationNew York, NY$107,160–$226,320 / yearBachelor's degree from an accredited college or university; Licensed CPA, JD/LLM or EA, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list. Work with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions.
NewFinancial Advisor Northwestern MutualFinancial AdvisorRed Bank, NJI’m Ken Murphy, a Director at Northwestern Mutual’s Red Bank office and the #1 field leader in the entire NM system last year — out of 450 leaders nationwide. \nCompany Description Northwestern Mutual is a Fortune 100, triple-A rated company that has delivered financial security to Americans for over 150 years.
NewFinancial Expert (Tax) IntuitFinancial Expert (Tax)Scarsdale, NY$32.50–$36 / hourPassionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Overview\n Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States.
NewFinancial Consultant Partner - Manhasset, NY Charles SchwabFinancial Consultant Partner - Manhasset, NYManhasset, NYYou’ll support the growth and management of an affluent wealth management practice, providing exceptional service, advice, and relationship management. Strong candidates will also gain experience updating and compiling client information through Schwab’s internal customer relationship management (CRM) tool.