• Tax Senior, Investment Management - Private Wealth…

    Deloitte (Rochester, NY)
    …Tax Senior in our Private Wealth Tax practice, you will perform high- level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, ... + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner (CFP) + Ability to travel up to 25%,… more
    Deloitte (05/08/25)
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  • Tax Manager - Real Estate Tax (East Region City…

    Deloitte (Jericho, NY)
    …help clients optimize their tax functions and take strategy to the next level . Learn more about Deloitte Business Tax Services. Qualifications Required + Ability to ... + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner (CFP) Preferred + Advanced degree such as… more
    Deloitte (05/08/25)
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  • Tax Senior - Financial Services-Insurance Tax…

    Deloitte (New York, NY)
    …help clients optimize their tax functions and take strategy to the next level . Learn more about Deloitte Business Tax Services. Qualifications Required + Ability to ... + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner (CFP) Preferred + Advanced degree such as… more
    Deloitte (05/08/25)
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  • Analyst, Fixed Income Research

    Raymond James Financial, Inc. (New York, NY)
    …fixed income experience. + Bachelor's Degree (BA) in a related field. MBA, CFA or CPA is a plus. **Licenses/Certifications** + None required, although Series 7 ... 6 months. **Travel Required:** Yes, 10 % of the Time. Some higher level of travel could be necessary initially during training. **Education** Bachelor's: Accounting… more
    Raymond James Financial, Inc. (05/08/25)
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  • Tax Manager ASC740 - Business Tax Service

    Deloitte (Rochester, NY)
    …help clients optimize their tax functions and take strategy to the next level . (1) Learn more about Deloitte Business Tax Services. Qualifications Required + Ability ... + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner (CFP) + Ability to travel up to 25%,… more
    Deloitte (05/08/25)
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  • Tax Manager, Private Wealth (Central Region Office…

    Deloitte (Rochester, NY)
    …Tax Manager in our Private Wealth Tax practice, you will perform high- level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, ... + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner (CFP) Preferred + Advanced degree such as… more
    Deloitte (05/08/25)
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  • Tax Senior - Business Tax Services…

    Deloitte (Rochester, NY)
    …help clients optimize their tax functions and take strategy to the next level . Learn more about Deloitte Business Tax Services . Qualifications Required + Ability ... + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner (CFP) + Ability to travel up to 25%,… more
    Deloitte (05/08/25)
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  • Head of Intermediary Alternatives

    T. Rowe Price (New York, NY)
    …Qualifications Required: + Superior collaboration skills coupled with the requisite level of gravitas to effectively position the firm's capabilities. + Executive ... Alts experience + College degree required and advanced degree or designation ( CFA /CAIA) preferred. FINRA Requirements FINRA licenses are required and will be… more
    T. Rowe Price (05/08/25)
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  • Vice President, US Direct Lending

    HSBC (New York, NY)
    …lending and working alongside financial sponsors desirable + A strong level of commercial acumen and awareness, including of economic, cultural, procedural, ... + Desirable extensive experience of restructuring, relevant qualifications such as the IMC, CFA , ACCA/ACA and experience of working in a direct lending fund or… more
    HSBC (05/07/25)
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  • Senior Treasury Portfolio Manager - Middle Office…

    M&T Bank (Buffalo, NY)
    …Master's degree in business administration (MBA) or Chartered Financial Analyst ( CFA ) + Excellent analytical skills, including a thorough understanding of stochastic ... Strong presentation skills + Adept at working in a fast-paced, high-energy level , team-oriented environment \#LI-RSI M&T Bank is committed to fair, competitive, and… more
    M&T Bank (05/07/25)
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