- Cherry Bekaert (Albany, NY)
- …is proud to have over **75 years** of experience in Accounting and Advisory services . Our shared values, including uncompromising integrity, a passion for ... + Facilitate resolutions on complex audit and accounting issues + Review financial reporting and ensure client deliverables are provided in a timely manner.… more
- Scotiabank (New York, NY)
- …the financial needs of corporate clients, including the development of financial models, supporting the team in determining advisory and financing solutions ... a full range of investment banking, credit and risk management products and services relevant to the financing and strategic development needs of our clients. Our… more
- Bank of America (White Plains, NY)
- …industry regulations, supervisory requirements, policies/procedures, wealth management concepts, and financial services products **Key Qualifications for the ... leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is… more
- Deloitte (New York, NY)
- …section 45V Clean Hydrogen Tax Credit + Preparation of tax returns and provide advisory services related to the modeling and structuring of renewable energy tax ... collaborating with colleagues across all member firms - Tax, Advisory , Consulting, and Audit and Assurance. The ideal candidate...this important Strategic Growth Offering are based in various service lines across tax. Business Tax Services … more
- Paychex (Rochester, NY)
- …HR, payroll, and benefits for American businesses. Our digital HR technology and advisory solutions cater to the changing needs of employers and their employees. ... of program. Identify underutilized program opportunities in both products and service and implement innovative strategies to drive increased activities in these… more
- Truist (New York, NY)
- …description:** Responsible for providing client relationship management and investment banking services including strategic advisory services to corporate ... to serve the bank's corporate banking and commercial clients with strategic advisory and the aforementioned traditional investment banking services in… more
- Deloitte (Rochester, NY)
- …section 45V Clean Hydrogen Tax Credit + Preparation of tax returns and provide advisory services related to the modeling and structuring of renewable energy tax ... collaborating with colleagues across all member firms - Tax, Advisory , Consulting, and Audit and Assurance. The ideal candidate...this important Strategic Growth Offering are based in various service lines across tax. Business Tax Services … more
- Bank of America (New York, NY)
- …and effective **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key ... Advisory + Pipeline Management + Prioritization + Administrative Services + Emotional Intelligence + Referral Identification + Written Communications **Minimum… more
- Bank of America (New York, NY)
- …and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key ... Advisory + Pipeline Management + Prioritization + Administrative Services + Emotional Intelligence + Referral Identification + Written Communications **Shift:**… more
- Capgemini (New York, NY)
- …Lead with Wealth & Investment Management Experience Level: 12+ Years Industry: Banking/ Financial Services - Wealth & Investment Management Employment Type: ... Data Lead with over 12 years of experience in financial services , specifically within wealth and investment...impact. + Hands-on experience with the private wealth management advisory lifecycle. + Proficiency in AWS services ,… more