- Deloitte (Williamsville, NY)
- …in accounting and taxation to provide tax compliance and consulting services to investment management clients. You will identify complex tax issues and provide tax ... As global leaders in providing professional services to the Investment Management industry, Deloitte works with clients to address...the CPA + If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial… more
- JPMorgan Chase (New York, NY)
- …and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets, trusts & estates and banking ... Risk Management + Analyze trust documents for legal, tax, administrative and investment issues and coordinate delivery of services. + Make recommendations regarding… more
- Moss Adams LLP (New York, NY)
- …directly with client leaders and alongside private equity firms, strategic clients and investment banks to perform buy-side and sell-side due diligence as well as ... JD with LLM in taxation preferred + CPA or licensed attorney preferred. If not a CPA or licensed attorney , must meet educational requirements to obtain CPA or … more
- New York State Civil Service (New York, NY)
- NY HELP No Agency Attorney General, Office of the Title Data Scientist: Support Digital Assets Investigations (6387) Occupational Category Legal Salary Grade NS ... enforcement matters. The Office of the New York State Attorney General (OAG) is seeking a Data Scientist to...the offer and sale of securities, commodities, and other investment products. The Data Scientist will help IPB attorneys… more
- Neuberger Berman (New York, NY)
- …appropriate for a wealth management and asset management business, including the Investment Advisers Act, FINRA rules, Investment Company Act, Securities Act, ... and ERISA, and serve as the lead attorney and work with various colleagues to implement changes...in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the… more
- Scotiabank (New York, NY)
- …Markets** Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, ... bridge to this key global market for trade and investment flows across the Americas and the world. Global...conduct risk. **What You'll Bring** + JD and licensed attorney in good standing admitted or otherwise authorized to… more
- KeyBank (Syracuse, NY)
- …clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client ... + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads,… more
- Deloitte (New York, NY)
- …development. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address a ... spectrum of tax services to a broad range of Investment Management companies. Our clients include investment ...the CPA + If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial… more
- Deloitte (Jericho, NY)
- …training. The Team As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP works with clients to address a range ... spectrum of tax services to a broad range of Investment Management companies. Our clients include investment ...the CPA + If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial… more
- KeyBank (Tarrytown, NY)
- …clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client ... + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads,… more