Tax Senior Associate [Private Client Services] CohnReznick LLPTax Senior Associate [Private Client Services]White Plains, NY$85,000–$140,000 / yearExperience with preparing the following types of tax returns: business tax returns including 1120, 1120S, 1065, trust return 1041, and personal return 1040 including Schedules C & E. They will also be eager to collaborate on client teams, thought leadership, webinars, and seminars while remaining results focused on assisting both internal and external clients in achieving their wide-ranging goals.
Associate, Transaction Advisory Services Portage Point PartnersAssociate, Transaction Advisory ServicesNew York, NY$120,000–$210,000 / yearOur cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). Qualified individuals should be prepared to work within a collaborative team environment to assess a business's strengths and weaknesses, identify key risks and potential deal issues and ultimately evaluate the alignment of potential transactions to clients' investment strategies.
Senior Associate, Transaction Advisory Services Portage Point PartnersSenior Associate, Transaction Advisory ServicesNew York, NY$175,000–$250,000 / yearOur cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). Qualified individuals should be prepared to work within a collaborative team environment to assess a business's strengths and weaknesses, identify key risks and potential deal issues and ultimately evaluate the alignment of potential transactions to clients' investment strategies.
Staff Assistant, Financial Aid PASSAIC COUNTY COMMUNITY COLLEGE (INC)Staff Assistant, Financial AidPaterson, NJThis person will be responsible for assisting students in the student financial aid process and assists in the general functions of the Financial Aid Office and the Enrollment Services division. The college also offers optional programs such as: Employee Assistance Program provides free, confidential, limited counseling services, work-life assistance, legal and financial guidance.
Executive Director, Internal Audit - Financial Risk and Lending Sumitomo Mitsui Banking CorpExecutive Director, Internal Audit - Financial Risk and LendingNew York, NY$206,000–$255,000 / yearDevelop and oversee audit coverage of complex lending portfolios and emerging risk areas, including corporate banking, private credit, non-bank financial institution (NBFI) lending, and credit risk management, while coordinating with regulators, second line functions, and business stakeholders on audit planning, issue assessment, and regulatory examination support. Oversee quarterly and annual continuous monitoring and risk assessment activities across assigned risk stripes, including credit risk, market risk, liquidity risk, and capital management, to identify emerging risks, changes in risk profile, regulatory developments, and control environment trends that may require adjustments to audit coverage or the audit plan.
Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Private Client Accounting and Payment Services Lead, Vice President - New York The Goldman Sachs Group IncAsset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Private Client Accounting and Payment Services Lead, Vice President - New YorkNew York, NY$160,000–$275,000 / yearOur Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. We''re committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.
Senior Banker - 57th And Broadway Financial Center Bank of America CorpSenior Banker - 57th And Broadway Financial CenterNew York, NY$25.97–$31.75 / hourJob Description:This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Between helping clients adopt new technologies, attending team meetings and building lasting relationships, I stay pretty busy and sometimes I work weekends and/or extended hours.
Associate Director, Client Services WhalarAssociate Director, Client ServicesNew York, NYSitting at the intersection of clients, creators, and cross-functional teams, you'll ensure exceptional campaign execution while serving as a trusted strategic advisor who consistently delivers outstanding client experiences. Success in this role means building lasting client relationships, developing exceptional talent, and delivering creator marketing programs that produce measurable business impact.
HNW Lending Product Support Associate Morgan StanleyHNW Lending Product Support AssociatePurchase, NY$58,000–$115,000 / yearMorgan Stanley Wealth Management ("MSWM") is a market leader in delivering comprehensive financial planning advice and related services, including investment management, brokerage, lending, deposits, and cash management through our network of 17,000 Financial Advisors, E*TRADE for self-directed investors, and to employers and their employees through Morgan Stanley at Work. Our 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.
Clinic Services Rep I Rutgers The State University of New JerseyClinic Services Rep INewark, NJAligned with Rutgers University-New Brunswick and collaborating university wide, RBHS includes eight schools, a behavioral health network, and five centers and institutes that focus on cancer treatment and research, neuroscience, advanced biotechnology and medicine, environmental and occupational health, and health care policy and aging research. Under Policy 100.3.1 Immunization Policy for Covered Individuals, if employment will commence during Flu Season, Rutgers University may require certain prospective employees to provide proof that they are vaccinated against Seasonal Influenza for the current Flu Season, unless the University has granted the individual a medical or religious exemption.
Senior Audit Director - Investor Services Brown Brothers Harriman & CoSenior Audit Director - Investor ServicesNew York, NY$200,000–$260,000 / yearPromote internal audit quality by: Clearly defining the scope and objective of each internal audit or project, as well as the key risks to be evaluated during the planning and fieldwork phases; Lead reviews that challenge assumptions at a strategic level, addressing complex areas, and potential risk and control gaps. This is an exceptional opportunity for a talented financial services senior executive who is passionate about inspiring a team, possesses a distinguished record as a trusted risk and control advisor to senior management and values the impact a high performing internal audit function can have on a global, complex organization.
Fund Delivery Senior Associate Capital Integration Systems LLCFund Delivery Senior AssociateNew York, NY$121,500–$148,500 / yearCAIS is the pioneer in democratizing access to and education about alternative investments for independent financial advisors, empowering them to engage and transact with leading asset managers on a massive scale through a wide variety of alternative investment products and technology solutions. CAIS provides financial advisors with a broad selection of alternative investment strategies, including hedge funds, private equity, private credit, real estate, digital assets, and structured notes.
Fund Delivery Senior Associate CAIS GroupFund Delivery Senior AssociateNew York, NY$121,500–$148,500 / yearCAIS is the pioneer in democratizing access to and education about alternative investments for independent financial advisors, empowering them to engage and transact with leading asset managers on a massive scale through a wide variety of alternative investment products and technology solutions. CAIS provides financial advisors with a broad selection of alternative investment strategies, including hedge funds, private equity, private credit, real estate, digital assets, and structured notes.
Senior Account Manager, IT-Enabled Services Microsoft CorpSenior Account Manager, IT-Enabled ServicesParamus, NJ$107,600–$187,500 / yearMasters Degree in Business Administration AND 2+ years experience working in an industry (e.g., financial services, retail, manufacturing, healthcare, energy, government, education) and/or driving digital transformation OR Bachelors Degree in Business, Technology, or related field AND 3+ years experience working in a relevant industry (e.g., financial services, retail, manufacturing, healthcare, energy, government, education) and/or driving digital transformation OR equivalent experience. Drawing on your understanding of the IT-Enabled Services industry, including the ongoing pressure to improve delivery margins, automate high-volume processes, enhance customer experiences, and evolve from traditional labor-based models to AI-powered, outcome-driven services, you will help customers identify emerging technology trends and define a compelling vision for transformation.
Senior Associate, Employer Services Account Manager VestwellSenior Associate, Employer Services Account ManagerNew York, NYRemote$70,000–$80,000 / yearYour responsibilities will include, but are not limited to: Client Relationship Management: Independently manage and retain relationships with top ARR clients and pooled plans across Vestwell platforms, addressing post-onboarding needs such as plan design changes, year-end testing, education, and ongoing inquiries. Successful candidates will be responsible for supporting incoming employer plan inquiries, change orders, proactive outreaches, ongoing client reviews, and supporting multiple cross-functional teams across the organization.
Senior Financial Analyst, Commercial Excellence (Hybrid - 3x a week in Clifton, NJ) Quest Diagnostics IncSenior Financial Analyst, Commercial Excellence (Hybrid - 3x a week in Clifton, NJ)Clifton, NJ$96,000–$115,000 / yearDevelop and maintain dashboards and reports in PowerBI/Tableau to drive insights and monitor key performance indicators; transform raw data into clear, actionable intelligence for Leadership & the broader Commercial team. Required Competencies:The successful candidate for Commercial Excellence Senior Financial Analyst will demonstrate through education and experience the following competencies:Communication: Expresses ideas effectively.
Sr. Forward Deployed Engineer (Fde) - Financial Services DataBricksSr. Forward Deployed Engineer (Fde) - Financial ServicesNew York City, NY$182,000–$250,208 / yearThe impact you will have: Production Solution Delivery: Lead impactful customer technical projects by delivering production-grade systems, designing and building reference architectures, custom applications and data ingestion and ML/AI model integration. Empower Customers: Guide customers on architecture and design; bootstrap or implement customer projects which leads to a customers' successful understanding, evaluation and adoption of Databricks.
Director, Lakebase Sales Specialist- Financial Services DataBricksDirector, Lakebase Sales Specialist- Financial ServicesNew York City, NY$430,400–$591,800 / yearIn this role, you will manage a team of specialists partnering directly with Account Executives, Solution Architects, and regional Sales Leadership to help customers modernize legacy databases, simplify application architectures, and operationalize AI in production systems. Databricks Lakebase extends the Databricks Data Intelligence Platform into operational workloads, enabling customers to build and run real-time, transactional, and AI-powered applications directly on governed enterprise data.
QA Lead - Financial Services Expert In Recruitment SolutionsQA Lead - Financial ServicesWeehawken, NJSkills Needed: QA Professional (10+ years of experience in Testing) with strong manual testing experience especially in workflows related Equity domain. Creation test plan, reporting on testing progress, completion report for application releases and ensuring defect management.
International Lending Transactor- Assistant Vice President Morgan StanleyInternational Lending Transactor- Assistant Vice PresidentNew York, NY$85,000–$140,000 / yearResponsibilities include managing the securities-based lending process, pipeline, loan quality, and deal structuring of complex securities transactions for clients within the high and ultra high-net-worth space, ensuring proper controls and procedures exist for timely and accurate processing of loan reviews while maintaining an environment focused on credit quality, service, accuracy and efficiency. Our 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.