- Deloitte (New York, NY)
- …if eligible to sit for the CPA + If not CPA 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… more
- Deloitte (New York, NY)
- …if eligible to sit for the CPA + If not CPA 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… more
- Deloitte (New York, NY)
- …if eligible to sit for the CPA + If not CPA 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 + Knowledge of fund accounting and general ledger accounting + Strong verbal and written communication skills The wage… more
- US Bank (New York, NY)
- …Day One. **Job Description** The US Bank Law Division is seeking an experienced attorney to join the Legal Regulatory Group (LRG) to support the enterprise Finance ... group as well as the Bank's business lines. The attorney will provide regulatory legal advice to senior management...Bank to serve as a trusted legal and business advisor . Successful candidates for positions in the US Bank… more
- Deloitte (New York, NY)
- …such as annual meetings, appointment of directors and officers, powers of attorney , annual reports, document preparation, etc. The Team: Globally, Deloitte provides ... also positioning tax and legal as a strategic business advisor for the digital era. We specialize in tax...the CPA + If not CPA eligible: + Licensed Attorney (or foreign equivalent) + Enrolled Agent + PMP… more
- City of New York (New York, NY)
- …& Policy Development - Serve as the chief legal, strategic, and policy advisor to the borough office and Division leadership. - Formulate and implement legal ... two days will need to be approved by the attorney 's division and take into consideration the needs of...50% staff coverage each day. In addition, if an attorney needs to appear in court, a client meeting… more
- JPMorgan Chase (Rochester, NY)
- …superior client service. + Ability to partner with client's other advisors ( attorney , accountant); highly respected by external professional advisor community + ... develop strategies for increasing business with current clients; professional advisor cultivation Educational/Administrative: + The specialized and ever changing… more
- JPMorgan Chase (New York, NY)
- …superior client service. * Ability to partner with client's other advisors ( attorney , accountant); highly respected by external professional advisor community. * ... develop strategies for increasing business with current clients; professional advisor cultivation. **Educational/Administrative:** * The specialized and ever changing… more
- KeyBank (Tarrytown, NY)
- …is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client's financial goals, and by ... Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help… more
- American Express (New York, NY)
- …an impact in this role?** American Express is seeking a strategic, business‑minded attorney to serve as Vice President & Senior Counsel and primary legal partner ... a global enterprise. **Key Responsibilities** + Serve as the primary legal advisor to SS&BE leadership, aligning legal strategy with enterprise sourcing, operational… more