• Tax Senior - Federal / Corporate Tax

    Deloitte (Rochester, NY)
    …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 + Previous Big 4 or large CPA firm… more
    Deloitte (06/21/25)
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  • Tax Senior - Real Estate

    Deloitte (Williamsville, NY)
    …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 + Previous Big 4 or large CPA firm… more
    Deloitte (05/24/25)
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  • Tax Manager - Federal / Corporate Tax

    Deloitte (Jericho, NY)
    …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 + Excellent presentation and communications… more
    Deloitte (05/22/25)
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  • Tax Manager - Real Estate

    Deloitte (Jericho, NY)
    …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 skill sets; experience and training;… more
    Deloitte (05/22/25)
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  • Tax Senior - Sustainability - Renewable Energy

    Deloitte (Jericho, NY)
    …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 + Passion for leveraging technology… more
    Deloitte (05/22/25)
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  • Key Private Bank Sr Relationship Manager

    KeyBank (Tarrytown, NY)
    …required **Licenses and Certifications** + FINRA Series 7 and 66 (or 63 & 65) ( preferred ) + Certified Financial Planner ( CFP ) ( preferred ) + Certified ... of this client promise acting as the primary client advisor developing and implementing strategies based on the client's...(CIMA) ( preferred ) + Certified Public Accountant (CPA) ( preferred ) + Chartered Financial Analyst (CFA) (… more
    KeyBank (07/18/25)
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  • JP Morgan Wealth Management- Vice President,…

    JPMorgan Chase (New York, NY)
    …industry trends ** Preferred Qualifications, Capabilities, and Skills:** + CFA or CFP designation is a plus + Focus on investment products, including managed ... enhance the investment platform, focusing on improving client outcomes and advisor experiences. The team collaborates extensively with various stakeholders and… more
    JPMorgan Chase (07/17/25)
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  • JP Morgan Wealth Management- Vice President,…

    JPMorgan Chase (New York, NY)
    …and Skills:** + Advisory background preferred + Advanced credentials: CFA, CIMA, CFP (not required) Chase is a leading financial services firm, helping ... & Advice (I&A) team is to deepen relationships with Field Leadership and Financial Advisors, enhancing and maintaining our products, while providing them with best… more
    JPMorgan Chase (07/27/25)
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  • JP Morgan Wealth Management - Private Wealth…

    JPMorgan Chase (Fayetteville, NY)
    …of employment ** Preferred qualifications, capabilities, and skills** + Certified Financial Planning ( CFP (R)) or Wealth Management Certified Planner (WMCP) ... to offer the best investment solutions to meet their financial needs. As a Private Wealth Associate in Chase...certification is preferred + Bachelor's degree preferred INVESTMENT AND… more
    JPMorgan Chase (08/08/25)
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  • Client Associate

    Neuberger Berman (New York, NY)
    …support and serve as a trusted resource for clients and an experienced Wealth Advisor Team. The Client Associate enhances the client experience by assisting with the ... customized reporting and analysis to clients or the Wealth Advisor team on a regular or ad hoc basis....of proven client service/support or related experience in the financial services industry. + An undergraduate degree and Series… more
    Neuberger Berman (07/18/25)
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