- Deloitte (New York, NY)
- …and "tax controversy" pique your interest? Do you enjoy providing federal tax compliance and consulting services to large global and dynamic midsize banking and ... Services group, you will provide federal tax consulting and compliance services to a clients in the banking and...Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + 5+… more
- Canandaigua National Bank & Trust (Pittsford, NY)
- …and estate planning experience preferred. + CTFA (Certified Trust and Financial Advisor ) certification preferred. What does a successful first year in this position ... needs and interests of each, and provides assistance. + Coordinates with the Wealth Advisor to monitor the cash and investments of each account with consideration of… more
- Jacobs (Manhattan, NY)
- …(BIA), you'll provide counsel to operations and sales, acting as a legal advisor and business partner to leadership. The role will include significant, hands-on ... delivery support, subcontractor issues, claims and litigation management, corporate compliance , risk management, and internal training and education. This position… more
- Albany Medical Center (Albany, NY)
- …engages in interactive dialogues with others. + Serve as a technical advisor for co-workers, students and other healthcare providers. Qualifications + Bachelor's ... with co-workers to facilitate problem solving + Serve as a technical advisor for co-workers, students and other healthcare providers. + Effectively communicate… more
- Broadridge Financial Solutions (New York, NY)
- …background preferably + Proven ability to develop and deliver Digital and Advisor product and technology capabilities. + Experience using data to create service ... capability such as next best actions and advisor analytics. + Strong understanding of client reporting technology,...(C suite) in the Wealth Management industry (front office, compliance , industry organizations and back office). + Proven track… more
- Wells Fargo (New York, NY)
- …commensurate with the business unit's risk appetite and all risk and compliance program requirements. **Applicants with Disabilities** To request a medical ... professionals and managers companywide and serve as a skilled advisor to leadership **Required Qualifications:** + 7+ years of...of a background check. Internal transfers are subject to compliance with 17 CFR 240.17f-2 of the Securities Exchange… more
- APTIM (New York, NY)
- …Matter Expert (SME) with 10+ years of proven expertise in environmental compliance , air permitting, and regulatory strategy. This key role supports both internal ... Review, and Permits by Rule--as well as compiling regulatory compliance reports such as annual emissions inventories and Title...individual will serve as a technical leader, trusted client advisor , and key contributor to the evolution of APTIM's… more
- University of Rochester (Rochester, NY)
- …and clinical functions. The Manager acts as a subject matter expert and advisor to the Division Chief, using independent judgment to guide financial planning and ... Portfolio. Oversees all pre- and post-award grant activities, ensuring compliance with federal, institutional, and sponsor regulations.** **Leadership, Compliance… more
- Deloitte (Rochester, NY)
- …and "tax controversy" pique your interest? Do you enjoy providing federal tax compliance and consulting services to large global and dynamic midsize clients across a ... that are relevant for public and private companies, including tax compliance , tax planning, tax controversy, and tax research. Responsibilities Will Include:… more
- SUNY Schenectady County Community College (Schenectady, NY)
- …Serves as the Program Director for the SUNY Schenectady Opioid Overdose Prevention Program + Advisor to the VP of Administration and the College President on ... and communication strategies. + Responsible for all safety and security compliance reporting (eg, the Clery Disclosure Report) and records maintenance required… more
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