• US Private Bank - Private Banker - Vice President

    JPMorgan Chase (Rochester, NY)
    …and functions to provide you with the opportunity to take your career to the next level . As a Private Banker in the US Private Bank, you are responsible for advising ... the client's behalf **Preferred Qualifications, Capabilities, and Skills** + MBA, JD, CFA , or CFP preferred + Proactive, takes initiative, and uses critical thinking… more
    JPMorgan Chase (08/28/25)
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  • Healthcare Financial Advisory Services Manager…

    Huron Consulting Group (NY)
    …Have or working toward one or more of the following certifications: CPA, CIRA, CTP, CFA , CDB The estimated base salary range for this job is **$165,000 - $215,000** ... in effect and may be implemented in the future. \#LI-JD1 \#LI-Remote **Position Level ** Manager **Country** United States of America At Huron, we're redefining what… more
    Huron Consulting Group (08/27/25)
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  • Manager, Tax Legal Business Associate - Tax…

    Deloitte (Rochester, NY)
    …& Commercial Management (CCM) Certification Program + Certified Financial Analyst ( CFA ) + PMI Agile Certified Practitioner (Project Management Institute-ACP) + ... Data Scientist + DocuSign (Workflow Manager, E-signature, CLM, etc.) + iCertis + Onit Product Suite ( Level 2 and above) + Conga CLM + Agiloft, + Sirion Labs + Kira +… more
    Deloitte (08/26/25)
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  • Credit Sales VP

    Truist (New York, NY)
    …needs of the trading desk through active sales engagement Specific to level : 1. Experience in financial markets 2. Understanding of different sales approaches ... ability to communicate highly complex ideas clearly and concisely **Preferred Qualifications** 1. CFA and/or MBA degree, with a Finance focus 2. 10 years of related… more
    Truist (08/24/25)
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  • Tax Manager - DART (Depreciation Analysis…

    Deloitte (Jericho, NY)
    …Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor ( CFA ) Preferred: + Advanced degree such as MST or MAcc + Mid- Level ... to Advanced skills in MS Project, Word, Excel, and Tax Depreciation Software + Self-starter with demonstrated ability to effectively handle multiple, competing priorities + Experience in coaching and mentoring junior colleagues + Self-starter with… more
    Deloitte (08/23/25)
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  • Tax Senior - Mutual Funds

    Deloitte (Jericho, NY)
    …tax analyses for a variety of entities and their affiliates; and perform detail- level reviews of tax research, regulated investment company (RIC) tax work papers, ... + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as… more
    Deloitte (08/21/25)
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  • Tax Manager - Real Estate

    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 (08/21/25)
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  • Tax Manager - Federal / Corporate Tax

    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: + ... + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as… more
    Deloitte (08/21/25)
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  • Portfolio Manager MACS

    Citigroup (New York, NY)
    …Strong academic record + Bachelor's/University degree, Master's degree preferred + CFA preferred + Excellent written and verbal communication skills and ... benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level , and date of hire. **Most Relevant Skills** Please see the… more
    Citigroup (08/21/25)
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  • Tax Senior - Global Information Reporting

    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 (08/20/25)
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