6,546 Results for

Financial Services Jobs in Uniondale, NY

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Senior Tax Associate – High Net Worth Clients & Family Office Services Jobot

New York, NY

$120,000–$140,000 / year
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You'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.

10 days ago

Associate, Transaction Advisory Services Jobot

New York, NY

$120,000–$150,000 / year
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Established 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.

Today

Vice President, Transaction Advisory Services Jobot

New York, NY

$160,000–$215,000 / year
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12 days ago

Tax Manager – Financial Services (cpa firm) - Hybrid CPA firm

New York, NY

$125,000–$200,000 / year
Full time
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This 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.

14 days ago

Tax Manager – Private Client Services Jobot

Smithtown, NY

$150,000–$185,000 / year
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Join a high-impact Private Client Tax team where you'll advise ultra-high-net-worth investors and fund executives, lead sophisticated tax planning engagements, enjoy hybrid flexibility, and accelerate your leadership career. 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.

11 days ago

Senior Financial Reporting and Analytics Analyst Vaco LLC

New York, NY

$125,000–$150,000 / year

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. About the role: Our client, a publicly traded technology-forward financial services firm, is are seeking a Senior Financial Reporting & Analytics Analyst to support financial reporting, accounting, and data analysis initiatives across a growing finance organization.

6 days ago

Entry-Level Financial Service Professional NYL Nassau-Suffolk Region

Melville, NY

$60,000–$100,000 / year
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Identify, 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.

11 days ago

Culinary Services Director Maplewood at Darien LLC

Darien, CT

Develops and maintains a good working relationship with administration and inter-department personnel, as well as other communities to assure that the services offered can be properly maintained to meet the needs of the residents. Assures that the communities maintain a clean and safe manner assuring that food service safety and sanitation are maintained to perform services.

2 days ago

Manager / Director Transaction Services (M&A) Kforce Inc.

New York, NY

$125,000–$200,000

Run 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.

5 days ago

Senior Financial Reporting Manager Kforce Inc.

New York, NY

$150,000–$200,000

Employee 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.

5 days ago

Financial Analyst Vaco LLC

New York, NY

$115,000–$120,000 / year

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure.

5 days ago

Chief Financial Officer - IPO IPO Kforce Inc.

New York, NY

Remote

$300,000–$373,750

Demonstrated government and regulatory experience, such as engaging with government agencies, navigating public policy, securing incentives/grants, or managing relations with regulatory bodies (e.g., experience in sectors with heavy government oversight like infrastructure, defense, energy, or regulated industries). Experience leading/contributing to an IPO process, including f S-1 filings, SEC compliance, roadshows, and transition to public company reporting (prior successful IPO as CFO highly preferred; Experience in pre-IPO readiness or public company finance acceptable).

5 days ago

Financial Sales - Account Executive New York Life - Uniondale

Uniondale, NY

Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives. Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired.

2 days ago

Financial Advisor New York Life - Uniondale

Uniondale, NY

Quick Apply

Willingness to learn about investments, investment programs, and the language used to approach clients and prospects when discussing these services. Responsibilities: Implement marketing strategies including, but not limited, to cold calling and networking to connect with potential clients while simultaneously maintaining a portfolio of current clients.

4 days ago

Trust & Estates Associate Jobot

Greenwich, CT

$150,000–$200,000 / year
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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. Manage and oversee all aspects of our clients' trust and estate planning, including the drafting of wills, trusts, powers of attorney, and health care directives.

14 days ago

Corporate Associate - ECVC (3+ Yrs Exp) Jobot

New York, NY

$250,000–$400,000 / year
Quick Apply

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. The ideal candidate brings strong transactional experience, enjoys running deals, and is comfortable taking ownership of client matters while helping mentor junior team members.

1 day ago

Senior Associate - M&A Tax Advisory Jobot

New York, NY

$120,000–$160,000 / year
Quick Apply

Our team is comprised of former leaders from major accounting firms and elite legal practices who advise private equity funds, infrastructure investors, pension funds, corporate investors, and portfolio companies on sophisticated deal activity across infrastructure, renewable energy, healthcare, financial services, technology, real estate, industrials, and other high-growth sectors. 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.

6 days ago

Associate Attorney - Civil Defense Jobot

New York, NY

Remote

$105,000–$200,000 / year
Quick Apply

Our practice specializes in auto liability defense, gig economy, business litigation, commercial, general liability, healthcare, employment, professional liability, restaurant & hospitality, trucking, financial services litigation, product liability, real estate litigation, retail, and insurance coverage. 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.

5 days ago

Matrimonial Associate (Hybrid) Jobot

New York, NY

$165,000–$245,000 / year
Quick Apply

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. Some of these clients include financial services institutions, major real estate owners and developers, and high‑net‑worth individuals, along with domestic and international businesses—and many more!

6 days ago

Senior Product Growth Marketing Associate United Nations Federal Credit Union

New York, NY

$95,880 / year
Full time

Partner with business development to build targeted marketing strategies to drive member acquisition and product adoption amongst new and existing organizations within field of membership. Partner cross-functionally to deliver data-driven marketing initiatives, support product launches and enhancements, optimize acquisition and engagement efforts, and contribute to achieving the organization's strategic growth objectives.

30+ days ago

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Financial Services Jobs in Uniondale, NY

Senior Tax Associate – High Net Worth Clients & Family Office Services Jobot

Associate, Transaction Advisory Services Jobot

Vice President, Transaction Advisory Services Jobot

Tax Manager – Financial Services (cpa firm) - Hybrid CPA firm

Tax Manager – Private Client Services Jobot

Senior Financial Reporting and Analytics Analyst Vaco LLC

Entry-Level Financial Service Professional NYL Nassau-Suffolk Region

Culinary Services Director Maplewood at Darien LLC

Manager / Director Transaction Services (M&A) Kforce Inc.

Senior Financial Reporting Manager Kforce Inc.

Financial Analyst Vaco LLC

Chief Financial Officer - IPO IPO Kforce Inc.

Financial Sales - Account Executive New York Life - Uniondale

Financial Advisor New York Life - Uniondale

Trust & Estates Associate Jobot

Corporate Associate - ECVC (3+ Yrs Exp) Jobot

Senior Associate - M&A Tax Advisory Jobot

Associate Attorney - Civil Defense Jobot

Matrimonial Associate (Hybrid) Jobot

Senior Product Growth Marketing Associate United Nations Federal Credit Union

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