- Deloitte (New York, NY)
- …tax clients on matters that mean the most to them. + Diversify your industry experience by working on a plethora of various industries including private equity, ... + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such… more
- Deloitte (New York, NY)
- …compliance, reporting and planning, while also positioning tax as a strategic business advisor for the digital era. We specialize in tax and can effectively address ... management of implementations (Oracle, SAP, Thomson Reuters, etc.) or relevant industry certification such as Microsoft Certified Solutions Developer (MCSD), AWS… more
- Deloitte (Rochester, NY)
- …of their individual risk profiles. Business Tax subject matter experts and industry specialists provide services and solutions relevant to our client's business. Our ... + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such… more
- Citigroup (New York, NY)
- …helping to educate Citi Wealth's global banker, investment counselor and financial advisor base on existing and newly launched opportunities to Citi Wealth's global ... Microsoft Word (investment memos), and Microsoft PowerPoint (presentations). + Securities Industry Essentials Exam (SIE), Series 7, Series 66 required **Job Family… more
- Citigroup (Getzville, NY)
- …lead change-the-bank settlement projects + Closely follow trends in the industry , identify cost savings opportunities and build effective relationships with clients ... multiple sources, including external clients and internal operations groups + Serve as an advisor and coach to new or junior level staff on procedures and work… more
- Citigroup (New York, NY)
- …clients. The overall objective of this role is to act as a strategic advisor to our clients by formulating investment strategies and raising capital for clients. ... to work with teams and track business development (collect research, analyze industry trends) + Series 79 and 63 licenses **Education:** + Bachelor's… more
- Deloitte (New York, NY)
- …in the area of international tax transparency for the financial industry . Responsibilities will include: + Providing advisory services to financial institutions ... + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such… more
- Mastercard (Harrison, NY)
- …including fintechs, digital players, consultants, bin sponsors and processors. Be the trusted advisor who opens doors and closes deals. * Revenue Growth & Deal ... product launches. * Note: This role requires regular travel to customer meetings, industry events, and conferences. All About You * Hunter Mentality: You thrive on… more
- Deloitte (New York, NY)
- …of their individual risk profiles. Business Tax subject matter experts and industry specialists provide services and solutions relevant to our client's business. Our ... eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + 5+ years total corporate… more
- Deloitte (New York, NY)
- …extensive technical skills developed through your growing reputation in a given industry /service offering to solve complex issues + Demonstrating sound judgement and ... + Enrolled Agent + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer Preferred: + Advanced degree such as Masters… more