- 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...of accounts by delivering tax consulting services to the client and bringing in specialists when necessary; perform a… 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,...build relationships as they coordinate and communicate with the client contacts to gather information. They also train, mentor… more
- Citigroup (New York, NY)
- …Science, or related field; advanced degree preferred. **Job Family Group:** Private Client Coverage **Job Family:** Franchise Administration **Time Type:** ... Product Owners and Product Lead to build solutions for advisor engagement and scale + Define and communicate a...solutions to seamlessly create and publish content across multiple client channels + Stay informed about industry trends, emerging… more
- Deloitte (Jericho, NY)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... federal tax consulting and compliance services to a diverse client base in various industry sectors. You will work...of business tax services is relevant for public and private companies and range from tax planning to tax… more
- Pearl Interactive Network (Albany, NY)
- …Ensures projects are completed on time and within budget. Acts as advisor to program team regarding projects, tasks, and operations. **Operating Hours:** 8 ... 2. Ethernet cable access. Wi-Fi-only connectivity is prohibited. 3. Private and secure workspace within your home. Away from...Pearl programs and projects by working directly with the client and Pearl team during all phases of implementation… 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,...build relationships as they coordinate and communicate with the client contacts to gather information. They also train, mentor… more
- Citigroup (New York, NY)
- …and pitch equity capital markets alternatives based on in-depth analysis of client 's existing financial instruments compared against recent market activity + ... the equity capital markets, through IPO, Follow-on, Convertible, and Private placement offerings, in coordination with the Investment Banking...of this role is to act as a strategic advisor to our clients by facilitating capital formation in… more
- Deloitte (New York, NY)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... regulations related to renewable energy and sustainability, as well as implement client outreach strategies. Responsibilities: + Manage renewable energy client … more
- Citigroup (New York, NY)
- …high net worth and ultra-high net worth clients around the world. Our Private Bankers, Financial Advisors and Product Specialists act as trusted advisors ... insights informed by deep local knowledge and help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services are… more
- Grant Thornton (New York, NY)
- …execute and deliver IT due diligence, IT integration and/or separation planning efforts to private equity and strategic buyers + Serve as an advisor to our ... the efforts to remediate as they relate to the client 's proposed investment thesis + Ability to deliver our...including the development of high-quality value driven reports and financial models based on the impacts from a transaction… more