VP, Real Estate Valuation and Advisory Services - Multiple Locations Houlihan Lokey Europe GmbHVP, Real Estate Valuation and Advisory Services - Multiple LocationsNew York, NY$160,000–$200,000 / yearBachelor's degree in real estate or business administration or other related academic major with essential classes in finance, accounting and economics • Approximately seven plus years of real estate industry experience demonstrating solid real estate analytical capabilities • Demonstrated real estate analytical skills, including ability to identify and analyze comparable property sales and leases • Knowledge of real estate valuation techniques • Strong technical modeling skills with Excel and ARGUS software and ability to model property performance and waterfalls from property financial statements, debt instruments, ownership documents, budget and leases combined with market data • Knowledge of commercial property lease terms including expense treatments and adjustments to yield comparable rent amounts • Thorough competence in Microsoft Office products, particularly Excel, Word and PowerPoint • Excellent organizational, problem solving and communication skills • Strong work ethic and attention to detail • Strong business writing and presentation skills. • Manage and train a team of Analysts and Associates working a diverse range of real estate asset classes analyzing both real estate debt, equity and entity valuation • Manage client relationships and assist in the development of new business • Acquire knowledge of the use and capabilities of subscription data sources, e.g., CoStar, SNL, CBRE-EA, and mine data from the sources efficiently • Collect, manipulate and analyze property, market and financial data, including: • Analyze historic property operating statements • Abstract and analyze leases • Prepare complex cash flow models using Excel and/or ARGUS software • Analyze available data to estimate revenues, costs and rates of return • Estimate property and portfolio values • Ensure that all work product is accurate and complete • Prepare reports and presentations to team and clients, including graphic and written sections.
Energy Services Strategic Sales - Eastern US Trane Technologies PlcEnergy Services Strategic Sales - Eastern USLong Island City, NY$98,300–$229,800 / yearDL NUMBER - Driver License, Valid and in State with no major or frequent traffic violations included, but not limited to: DUI, Hit & Run, License Suspension, Reckless/Careless Driving or multiple smaller infractions or preventable collisions in the previous 3 years. Work collaboratively with a cross-functional internal team of Project Development, Energy Engineering, and Project Management resources to develop system-related solutions for the customer's challenges and opportunities, including financial and performance-based considerations.
Tax Senior Associate [Commercial Services Group] CohnReznick LLPTax Senior Associate [Commercial Services Group]Holmdel, NJ$85,000–$140,000 / yearThe group works with middle‑market and growth‑oriented companies, providing integrated advisory, assurance, and tax services tailored to the operational, financial, and regulatory challenges these industries face. Salary is one component of the CohnReznick total rewards package, which includes a discretionary performance bonus, generous paid time off, expanded, and inclusive parental benefits, and access to best-in-class learning and development platforms, to name a few.
Tax Senior Associate [Private Client Services Group] CohnReznick LLPTax Senior Associate [Private Client Services Group]New York, NY$85,000–$140,000 / yearExperience with reviewing and 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.
Assurance Senior Associate [Commercial Services Group] CohnReznick LLPAssurance Senior Associate [Commercial Services Group]Parsippany, NJ$85,000–$140,000 / yearCohnReznick does not accept unsolicited resumes from third-party recruiters unless such recruiters are currently engaged by CohnReznick Talent Acquisition Team by way of a written agreement to provide candidates for a specified opening. The group works with middle‑market and growth‑oriented companies, providing integrated advisory, assurance, and tax services tailored to the operational, financial, and regulatory challenges these industries face.
GTM Intelligent Automation Solutions - Financial Services Capgemini SEGTM Intelligent Automation Solutions - Financial ServicesNew York, NY$93,500–$262,740 / yearIs able to handle deep conversations on some parts of Capgeminis portfolio and to negotiate with CxOs for strategic dealsInfluences Capgemini portfolio evolution through insights on clients priorities and investmentsGoes beyond closing deals and tries to build long term relationships with clients, acting as an advisor vs. It delivers end-to-end services and solutions leveraging strengths from strategy and design to engineering, all fueled by its market leading capabilities in AI, generative AI, cloud and data, combined with its deep industry expertise and partner ecosystem.
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.
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.
Financial Due Diligence Analyst Career Launch AIFinancial Due Diligence AnalystNew York, NY$100,000–$150,000A leading middle-market investment bank, advisory firm, or private equity sponsor may seek a Financial Due Diligence Analyst to analyze target company financials, assess operational and financial risks, and support transaction execution. This Financial Due Diligence Analyst description reflects opportunities available exclusively to Career Launch AI members, including: Roles shared directly with Career Launch AI by employers.
Financial Solutions Advisor Registration Candidate- NW Snohomish Market Bank of AmericaFinancial Solutions Advisor Registration Candidate- NW Snohomish MarketMount Vernon, New YorkUS - WA - Arlington - 3230 172nd St Ne - SMOKEY POINT BC (WA4139), US - WA - Bellingham - 4251 Guide Meridian - CORDATA BC (WA4111), US - WA - Bothell - 1115 228TH ST SE - CANYON PARK BC (WA4153), US - WA - Everett - 1803 112th St Se - SILVER LAKE BC (WA4138), US - WA - Lynnwood - 1424 164TH ST SW - MARTHA LAKE BC (WA4157), US - WA - Marysville - 415 State Ave - MARYSVILLE BC (WA4128), US - WA - Mill Creek - 911 161st St Se - MILL CREEK BC (WA4133), US - WA - Monroe - 19917 Old Owen Rd - MONROE BC (WA4129), US - WA - Mount Vernon - 320 W KINCAID ST - MOUNT VERNON BC (WA4130), US - WA - Snohomish - 903 2nd St - SNOHOMISH BC (WA4140), US - WA - Stanwood - 26929 102nd Ave Nw - STANWOOD BC (WA4144). Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients.
Financial Planning & Analysis - Senior Analyst / Associate NY Kroll Bond Rating Agency Inc.Financial Planning & Analysis - Senior Analyst / Associate NYNew York, NY$85,000–$125,000 / yearThis role offers broad exposure to financial planning, forecasting, executive reporting, strategic analysis, and finance transformation initiatives, while partnering closely with business leaders to support data-driven decision-making. About the Team: The FP&A team serves as a strategic partner to executive leadership, providing the financial insights that support planning, resource allocation, and business decision-making.
Investment Banking - Mid Cap Business Services - Associate JPMorgan Chase Bank, N.A.Investment Banking - Mid Cap Business Services - AssociateNew York, NYFull timeWe are seeking a highly skilled and experienced Investment Banking Associate to join our dynamic Mid Cap - Business Services Investment Banking team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Equity Research Senior Associate, Healthcare Services Citigroup IncEquity Research Senior Associate, Healthcare ServicesNew York, NY$60,800–$263,760 / yearCiti's Equity Research team is looking for a Senior Associate to support the lead analyst covering the Healthcare Services sector, contributing to the delivery of high-quality, independent investment insights to institutional clients globally. Apply today to bring your equity research expertise and influence across Citi's Healthcare Services franchise, with direct access to global institutional clients, senior executives, and investment banking leadership.
Registered Client Service Associate Stifel Financial CorpRegistered Client Service AssociateNew York, NYUnder immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.
J.P. Morgan Wealth Management - Executive Director, Head of Financial Planning Tools & Strategy JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Executive Director, Head of Financial Planning Tools & StrategyNew York, NYFull timePossess a minimum of 15 years of leadership experience in financial services, with a proven track record of managing teams, cross-functional initiatives, and influencing senior stakeholders. Hold advanced credentials such as a Master of Laws (LLM) in taxation or estate planning, Master of Science in Financial Planning, Chartered Financial Analyst (CFA®), or Certified Private Wealth Advisor (CPWA®).
Registered Client Service Associate Ameriprise Financial IncRegistered Client Service AssociateSaddle Brook, NJ$64,100–$88,100 / yearAs a Registered Client Service Associate, you will provide dedicated support to a high producing advisors by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and manage client interactions to retain and develop deeper relationships. Provide general administrative duties such as answering the advisors phone, processing expense management reports, prepare routine client correspondence, support for closes, set up of client files, copy and new business correspondence and alerts.
Securities Services Attorney - Assistant Vice President JPMorgan Chase Bank, N.A.Securities Services Attorney - Assistant Vice PresidentNew York, NYFull timeWhile the full platform includes Custody, Fund Services, ETFs, Agency Securities Finance, Collateral Management, Cash and Liquidity Management, Depositary Receipts, and Digital Assets, you'll initially focus on a select number of these areas based on business needs and your expertise. You will also work with a broad range of clients-including asset managers, hedge funds, private equity funds, pension funds, banks, broker-dealers, and insurance companies-delivering solutions that span all Securities Services products.
Manager, CFO Advisory - Financial Services Baker Tilly Virchow KrauseLLPManager, CFO Advisory - Financial ServicesNew York City, NY$124,910–$236,800 / 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.
NewAVP Operations - Settlement Services Mizuho Financial Group IncAVP Operations - Settlement ServicesNJ$85,000–$125,000 / yearMizuho Americas employs approximately 3,500 professionals, and its capabilities span corporate and investment banking, capital markets, equity and fixed income sales & trading, derivatives, FX, custody and research. Mizuho's 60,000 employees worldwide offer comprehensive financial services to clients in 35 countries and 800 offices throughout the Americas, EMEA and Asia.
Global Business Services (GBS) - Strategy - Senior Consultant Deloitte Touche Tohmatsu LtdGlobal Business Services (GBS) - Strategy - Senior ConsultantJersey City, NJ$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.
Tax Senior, Legal Business Services - Technology Deloitte Touche Tohmatsu LtdTax Senior, Legal Business Services - TechnologyNew York, NY$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.
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.
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.
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.
NewGlobal 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.
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.
NewP1 Advisor Non-Exempt Ameriprise Financial IncP1 Advisor Non-ExemptNew York, NYWork with an experienced advisor to build a personal book of business and help shape clients'' financial future, by developing an ongoing financial planning relationship focused on accomplishing clients goals. We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024.
Lead Service Financial Consultant MetLife IncLead Service Financial ConsultantNY$105,000–$145,000 / yearn n n n n n n n nn n n n nnn n n n n n n n n n n n n n n n n n n General Informationn n nn n n n n n n n n Location Cary, North Carolina n n n n n n n n n n n n n n n n n n n n n n n n n n Working Schedulen n n n Full-Timen n n n n Work Arrangementn n n n Hybridn n n n n Travel Requiredn n n n 10%n n n n n Relocation Assistan...
Financial Risk Senior Consultant Deloitte Touche Tohmatsu LtdFinancial Risk Senior ConsultantNew York, NY$110,700–$218,300 / yearExpertise in one or more Financial Risk domains: Credit Risk: Underwriting and portfolio credit risk across products (e.g., PD/LGD/EAD modeling support, credit policy/scorecards, risk rating systems, credit review/QA, allowance/CECL support, concentration/limit monitoring, early warning & remediation). Capital Management / Stress Testing: Capital planning and enterprise stress testing execution (e.g., scenario design support, model methodology governance, results aggregation, capital actions analysis, documentation and control testing, linkage to balance sheet and risk appetite, climate stress testing considerations).
Financial Risk Manager Deloitte Touche Tohmatsu LtdFinancial Risk ManagerNew York, NY$134,500–$265,100 / yearUnderstand the impact of key technology trends and workforce changes impacting our clients through engagement with innovative and emergent technologies, including cloud computing, big data and analytics, process automation, artificial intelligence / machine learning, and other digital strategies. Capital Management / Stress Testing: Capital planning and enterprise stress testing execution (e.g., scenario design support, model methodology governance, results aggregation, capital actions analysis, documentation and control testing, linkage to balance sheet and risk appetite, climate stress testing considerations).
FY27 - Financial Services - Private Client Services - Tax Manager Ernst & Young Global LtdFY27 - Financial Services - Private Client Services - Tax ManagerNew York, NY$106,500–$195,100 / yearIf you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com. Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction.
Head of AI - Financial Advisory Lazard IncHead of AI - Financial AdvisoryNew York, NY$180,000–$225,000 / yearWe believe that a workforce comprised of people who represent a wide array of backgrounds, experiences and perspectives creates a rich variety of thought that empowers us to challenge conventional wisdom, solve problems creatively and make better decisions. Various factors contribute to determining the actual base compensation offered, including but not limited to the applicant's years of relevant experience, career tenure, qualifications, level of education attained, certifications or other professional licenses held, and relevant skills for the role.
IB Vice President Diversified Industrials Services Stifel Financial CorpIB Vice President Diversified Industrials ServicesNew York, NYOur investment banking division provides a broad range of industry-leading services to its clients, including merger and acquisition advisory services, debt and equity financings, balance sheet restructuring, and mutual thrift & insurance company conversions. Teamwork: Works well within assigned project teams; accessible to and respectful of all team members, regardless of relative seniority; willing to train and mentor others; strives to be a value added resource to other groups throughout the firm.
Manager - Finance Managed Services Deloitte Touche Tohmatsu LtdManager - Finance Managed ServicesNew York, NY$134,500–$265,100 / yearWe support services across Procure to Pay, Order to Cash, Record to Report, and Financial Planning & Analysis (FP&A), helping clients move beyond traditional full-time-equivalent-based business process outsourcing models toward more autonomous, technology-enabled operations. By combining delivery experience, process knowledge, and Deloitte investments in automation, analytics, artificial intelligence, and other leading capabilities, we help clients accelerate time to value, reduce cost to serve, and improve stakeholder experience.
Associate Solution Architect, Professional Services Contentful GmbHAssociate Solution Architect, Professional ServicesNew York, NY$102,000–$138,000 / yearBy blending composability with native AI capabilities, Contentful enables dynamic personalization, automated content delivery, and real-time experimentation, powering next-generation digital experiences across brands, regions, and channels for more than 4,200 organizations worldwide. This includes leading technical and editorial training, facilitating collaborative workshops, leading public office hours with Customers and Solution Partners, and guiding teams through basic architecture definition and design.
Workforce Specialist, Financial Aid Liaison Research Foundation of The City University of New YorkWorkforce Specialist, Financial Aid LiaisonLong Island, New YorkThese functions include legal assessment and signing of agreements where RFCUNY is named as a fiscal agent; setting up award accounts; preparing sub-awards and assisting PIs in monitoring the work of the recipients of sub-awards; supporting project directors with hiring and managing research project and sponsored program staff; supporting the purchasing and paying for goods and services with grant and program funds; managing financial aspects of projects including accounts receivable, financial reporting, invoicing, budget monitoring, and cost compliance with uniform guidance; ensuring that sponsor financial requirements are met; monitoring compliance with applicable project and financial management rules and laws; supporting the management of independent and external audits and financial reviews; and providing data, information, management expertise, and other supports to CUNY’s research and sponsored programs. RFCUNY’s services allow CUNY researchers, faculty, and staff to focus on their intellectual curiosity and scientific discoveries, on projects and programs that serve our local and global communities, proposing concrete solutions to society’s most pressing challenges.
Business Development Manager - NYC Wealth Center | Midtown North Morgan StanleyBusiness Development Manager - NYC Wealth Center | Midtown NorthNew York, NY$110,000–$185,000 / yearAs part of the Regional Sales Team, the Business Development Manager (BDM) is responsible for driving asset growth in their respective markets, executing strategic and tactical initiatives, providing ongoing practice management coaching and proactive ideas to Financial Advisors, and coordinating efforts around local, regional, and national initiatives. 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.
Director (Senior Managing Consultant), Services Business Development - Financial Institutions Mastercard IncDirector (Senior Managing Consultant), Services Business Development - Financial InstitutionsPurchase, NY$174,000–$274,000 / yearOur team thinks big, moves fast, and partners with some of the world's most innovative companies - including large tech platforms, ecommerce leaders, media companies, fintechs, ERPs, processors, and program managers. This leader partners closely with Sales and cross-functional stakeholders to expand existing relationships, develop new opportunities, and advance Mastercard's Services strategy with U.S. financial institutions.
Pt Financial Access Spec Op Yale New Haven HealthPt Financial Access Spec OpGreenwich, ConnecticutPatient Throughput: Ensures all required information obtained from referring physicians and providers in clinical areas are provided to the third party payers to ensure reimbursement for services delivered within the outpatient setting. This individual works closely with patients, physicians and nurse professionals within the clinic setting and is responsible for accurately managing and making decisions related to sequencing of complex procedures, physician appointments, infusion/chemotherapy and other multifaceted services.
Senior Client Services Specialist, Family Office Aldrich CPAs + Advisors LLPSenior Client Services Specialist, Family OfficeNYRemote$75,000–$105,000 / yearAs an RIA that provides a broad array of financial services to high net worth individuals and corporate retirement plans, we have been recognized by Oregon Business Magazine and San Diego Business Journal as Best Places to Work in both our Oregon and California regions and manage approximately $7 billion in assets. The Senior Client Services Specialist, Family Office plays a critical role in supporting complex client structures, alternative investments, custodial service requests, client onboarding, reporting workflows, billing and ongoing account maintenance.
Tax Manager, Private Client & Family Office Services BDO International LtdTax Manager, Private Client & Family Office ServicesNY$90,000–$125,000 / yearJob Duties: Client Service Delivery: Manages the full-life cycle of all assigned engagements by providing technical expertise in all areas within the finance and accounting function: Performs complete general ledger reconciliation including the entire balance sheet and applies accounting knowledge by properly recording transactions in a general ledger. Understands tax planning considerations/concepts for various business entities: Comprehends the information presented on different tax return forms, analyzes this information to draw conclusions and have an intelligent conversation with clients - helping clients navigate business decisions and their potential financial and tax implications.
Tax Manager, Private Client & Family Office Services BDO USA PCTax Manager, Private Client & Family Office ServicesNY$90,000–$125,000 / yearJob Duties: Client Service Delivery: Manages the full-life cycle of all assigned engagements by providing technical expertise in all areas within the finance and accounting function: Performs complete general ledger reconciliation including the entire balance sheet and applies accounting knowledge by properly recording transactions in a general ledger. Understands tax planning considerations/concepts for various business entities: Comprehends the information presented on different tax return forms, analyzes this information to draw conclusions and have an intelligent conversation with clients - helping clients navigate business decisions and their potential financial and tax implications.
NewSenior Financial Aid Specialist, Operations BERGEN COMMUNITY COLLEGESenior Financial Aid Specialist, OperationsParamus, NJ$56,000–$65,000 / yearResponsibilities include but are not limited to: Coordinates and administers all facets of one or more aid programs and/or major office operations with a strong customer service orientation including application process, grant/scholarship program, SAP review and processing, monitoring of student enrollment status, recalculation of aid eligibility, end of year reconciliation and reporting, and consumer information support. The Senior Financial Aid Specialist coordinates and administers all facets of one or more aid programs and/or major office operations; ensures that programs and/or office operations are managed effectively, efficiently, with a strong service orientation, and in compliance with federal, state, and institutional regulations.
Path to Advice Analyst (Strategy) Morgan StanleyPath to Advice Analyst (Strategy)Purchase, New YorkOur 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. In this role, you will support the strategy of several initiatives the Path to Advice team is standing up, including the development of new product lines (e.g., corporate cash, lending) that will span our Advisor, Workplace, and Direct client segments.
NewAssociate Director, Client Services ApothecomAssociate Director, Client ServicesNY$95,000–$120,000 / yearWorking alongside colleagues across Scientific Services, Meetings, and Creative/Digital, you'll help bring bold ideas to life while supporting the continued growth and success of your accounts and teams. Drawn together from several backgrounds including the pharmaceutical industry, research, marketing, medical and regulatory writing, sales, publishing, digital media and design, we have the experience and all-round ability to conceive and deliver the best quality medical communications programs.
Regional Director (East), Tax and Accounting Services Earned Wealth Advisors, LLC.Regional Director (East), Tax and Accounting ServicesNew York, NYRemote$220,000–$275,000 / yearThe Regional Director, Tax & Accounting Services is accountable for the delivery of Tax & Accounting services in a defined U.S. region and accountable for P&L performance, organic growth, client retention, operational scale, integration of acquired firms, and the leadership bench that supports it all. Reporting to the Chief Operating Officer, this leader partners closely with Wealth Management, Financial Planning, Client Services, Product, and Transformation and is one of the senior voices shaping how Earned's Tax & Accounting business is built for the next decade.
NewAssociate, Network Contracting & Services (Florida) Oscar HealthAssociate, Network Contracting & Services (Florida)New York, NY$96,876–$127,149 / yearThe Associate, Network Contracting & Services is responsible for managing contracts with key healthcare providers in Oscar's network (hospital/health systems and individual provider groups) to build and maintain a robust network in assigned market/region; while also ensuring access to quality care and optimizing costs by analyzing provider performance and negotiating reimbursement rates, often involving complex contract terms and compliance with regulatory guidelines. The Associate also supports network growth and recruiting efforts by engaging with prospective providers directly; assisting with resolution of provider issues; supporting cost- saving initiatives; executing the local network strategy; and ensuring providers across our service area have the information and support they need to provide best-in-class member care.
Vice President of Human Resources â€" Corporate Services RWJ Barnabas Health Medical IncVice President of Human Resources â€" Corporate ServicesOceanport, NJ$275,000–$380,000 / yearThe Vice President is a key member of the corporate leadership structure, working closely with other executives, directors, and line staff to ascertain the pulse of the organization; prioritize business goals; cultivate a sense of belonging; boost employee retention; and ensure an effective organizational design and infrastructure. Job Overview: The Vice President of Human Resources is responsible for directing all people functions within their divisions in accordance with the mission, vision, values, policies and practices of RWJBarnabas Health; the ethical and social consciences of business and society; and the laws, regulations and administrative rulings of governmental organizations and other regulatory and advisory authorities and organizations.
Associate, Financial Resource Management (FRM) – xVA Structuring and Optimization TD BankAssociate, Financial Resource Management (FRM) – xVA Structuring and OptimizationNew York, New YorkAs part of the xVA Desk, the team partners closely with Sales, Trading, Structuring, Quantitative Analytics, Risk Management, Treasury, and Technology to ensure that derivative pricing appropriately reflects the economic cost of the bank's resources while supporting client activity and business growth. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Registered Client Service Associate (Summit, NJ) Oppenheimer Holdings IncRegistered Client Service Associate (Summit, NJ)Summit, NJ$60,000–$65,000 / yearWith roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. This salary range is specific to the State of New Jersey and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs.