- Deloitte (New York, NY)
- …Attorney + Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Ability to travel up to 25%, on ... Tax LLP made up of a number of tax service offerings. Each NFTS service offering has...+ Experience serving clients or directly working within the financial services industry + Solid experience in… more
- Deloitte (New York, NY)
- …tax regimes contributing to global tax transparency? Would you like to understand financial services and products across an array of industries (banking, asset ... financial industry. Responsibilities will include: + Providing advisory services to financial institutions on the areas...Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial… more
- Deloitte (Jericho, NY)
- …estate, telecom, technology, healthcare, media & entertainment, energy, retail, and financial services that frequently involve asset management, venture capital, ... with Up-C clients on an on-going basis during periodic service periods during the year. + Develop an understanding...Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial… more
- Kestra Financial (Kings Park, NY)
- Summary The Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors' time. This position utilizes ... excellent customer service and problem-solving skills to confidently provide information and...candidate will have 5+ years of experience in the financial services industry allowing for a good… more
- Deloitte (New York, NY)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... Mutual funds-Are you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and… more
- Deloitte (Jericho, NY)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... Mutual funds-Are you passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax… more
- Deloitte (New York, NY)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... Hedge funds-Are you passionate about financial products and understand tax planning and returns,...development. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP… more
- Deloitte (Jericho, NY)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns,...training. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP… more
- Robert Half Finance & Accounting (New York, NY)
- Description Robert Half Financial Services is recruiting for an Energy Structured/Project Finance role for a boutique International Bank located in midtown ... and internal reports + Explore and build relationships with new sponsors, financial advisor (FAs), and lenders to find new opportunities in project finance +… more
- Deloitte (New York, NY)
- …and consulting services to a variety of clients in the insurance and financial services industries? If you answered "Yes" to any of these questions, you ... should consider a career in Deloitte's Business Tax Services (Insurance Industry) practice! Work You'll Do As a...Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial… more