- Deloitte (Jericho, NY)
- …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 The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to… more
- Deloitte (New York, NY)
- …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 + Strong organizational and time management skills with a demonstrated ability to work independently and manage multiple, competing priorities + Experience working in a virtual and/or global environment +… more
- City National Bank (New York, NY)
- …the accounts to ensure no further trading takes place, notify the PM team and financial advisor that the account will be leaving, monitor the transfer process to ... broker dealer or investment industry * Minimum 3 years of experience in a financial related industry * Minimum 4 years of experience in using Microsoft Office… more
- Deloitte (Rochester, NY)
- …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 + Solid understanding with accounting for income taxes in accordance to ASC740 + Previous Big 4 or large CPA firm experience + Strong management experience + Excellent research and writing skills +… more
- Deloitte (New York, NY)
- …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 + Experience working in a virtual and/or global environment + Passion for leveraging technology and exploring new technology solutions + Experience with accounting for income taxes in accordance to ASC740… more
- Citigroup (New York, NY)
- …responsible for helping to educate Citi Wealth's global banker, investment counselor and financial advisor base on existing and newly launched opportunities to ... Conduct training sessions and follow ups for bankers, investment counselors, and financial advisors for newly launched investment offerings. + Provide verbal and… more
- Neuberger Berman (New York, NY)
- …of Sales Enablement, this role is focused on enhancing the Private Wealth financial advisor experience by analyzing business processes, identifying gaps, and ... preferred + 3+ years' experience with Salesforce Administration; experience with Financial Services Cloud a plus + Experience within Asset Management and/or… more
- Deloitte (New York, NY)
- …+ Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer + GRI Certification + ... Demonstrated analytical and research skills, as well as effective verbal and written communication skills + Proven leadership skills demonstrating strong judgment, problem-solving, and decision-making abilities + Demonstrated ability to collaborate and… more
- Deloitte (New York, NY)
- …attorney + Enrolled Agent + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer Preferred: + Advanced degree ... such as Masters of Tax, JD, and/or LLM + Experience with tax technical research (eg, CCH, Hein, Lexis, RIA, etc.) + Experience with Federal or State and Local C&I + Experience with sustainability technologies or environmental sciences + Previous Big 4 or large… more
- Deloitte (New York, NY)
- …+ Enrolled Agent + Certifications: + Project Management Professional (PMP) + Charged Financial Advisor (CFA) Preferred + Advanced degree such as MST, MAcc, ... JD or LLM + Demonstrated sound judgment and instincts in evaluating complex scenarios + Demonstrated effective research, and verbal and written communication skills + Aptitude in MS Project, Word, Excel, and Visio + Previous Big 4 experience + Previous tax… more