• Tax Manager - Banking & Capital Markets

    Deloitte (New York, NY)
    …CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + 5+ years total ... corporate tax experience + A bachelor's degree in accounting, finance or related field + Strong managerial experience with budgets, people and projects + Demonstrated effective verbal and written communication skills + Self-starter and demonstrated ability to… more
    Deloitte (05/21/25)
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  • Tax Senior - Global Information Reporting

    Deloitte (New York, NY)
    …eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced ... degree such as Masters of Tax, JD, and/or LLM + Previous Big 4, CPA firm experience or law firm experience + Excellent presentation and communications skills The wage range for this role takes into account the wide range of factors that are considered in… more
    Deloitte (05/21/25)
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  • Tax Senior, Private Equity

    Deloitte (Rochester, NY)
    …eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced ... degree such as Masters of Tax, JD, and/or LLM + Previous Big 4 experience or large CPA firm experience + Knowledge of fund accounting and general ledger accounting + Experience working in a fast-paced, team environment + Strong verbal and written communication… more
    Deloitte (05/21/25)
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  • Tax Manager - Private Equity

    Deloitte (Rochester, NY)
    …eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Previous Big ... 4 experience or large CPA firm equivalent + Knowledge of fund accounting and general ledger accounting 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… more
    Deloitte (05/19/25)
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  • Tax Senior - Federal / Corporate Tax

    Deloitte (New York, NY)
    …eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced ... degree such as Masters of Tax, JD, and/or LLM + Experience working in a virtual and/or global environment + Passion for leveraging technology and exploring new technology solutions + Experience with accounting for income taxes in accordance to ASC740 +… more
    Deloitte (05/19/25)
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  • Tax Senior - Private Wealth

    Deloitte (Rochester, NY)
    …eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced ... degree such as MST, JD, or LLM + Prior Big 4 experience + Strong communication, interpersonal, and organizational skills + Strong analytical and communication skills; and able to articulate conclusions, planning opportunities, and risks identified through… more
    Deloitte (05/19/25)
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  • Tax Manager - Insurance Tax

    Deloitte (New York, NY)
    …eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced ... degree such as Masters of Tax, JD, and/or LLM. + Previous Big 4 or large CPA firm experience. + Experience in the Insurance Industry and proficiency with SSAP 101. The wage range for this role takes into account the wide range of factors that are considered in… more
    Deloitte (05/19/25)
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  • Tax Senior - Insurance Tax

    Deloitte (New York, NY)
    …eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced ... degree such as Masters of Tax, JD, and/or LLM + Experience in the life insurance, property insurance or casualties' industry + Previous Big 4 or large CPA firm experience + Previous experience with corporate tax preparation, tax compliance, or tax controversy… more
    Deloitte (05/19/25)
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  • JP Morgan Wealth Management - Vice President…

    JPMorgan Chase (New York, NY)
    …to execute effective book management and client engagement strategies. Other advisor coaching topics include incorporating goals-based financial planning as a ... possible + Lead advisors in a Goals-Based Approach to Investing + Field advisor requests and identify how the request should be resolved or escalated through… more
    JPMorgan Chase (04/27/25)
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  • Family Wealth Office Director

    KeyBank (New York, NY)
    …New York 10019 **JOB BRIEF (PURPOSE)** The Family Office Director is a senior advisor that exclusively works with Ultra High Net Worth (UHNW) families with a ... trust and confidence with Family Wealth clients while navigating into the trusted advisor position **Sales** + Works closely with the Family Strategist to identify… more
    KeyBank (04/15/25)
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