- Guidehouse (New York, NY)
- …technology approach, Guidehouse drives efficiency and resilience in healthcare, financial services, energy, infrastructure, and national security markets. With ... high-quality standards and a relentless pursuit of client success, Guidehouse's more than 18,000 employees collaborate with...Communities, Energy & Infrastructure + Defense & Security + Financial Services + Health + Technology **What You Will… more
- Deloitte (Rochester, NY)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... of tax services that are relevant for public and private companies, including tax compliance, tax planning, tax controversy,...and reviewing all related work papers. + Coordinating with client 's tax and finance departments on tax planning and… more
- Steer (New York, NY)
- …to design and implement strategies for market entry, brand positioning, and client acquisition. + Act as an internal champion for airport commercial services, ... Lead business development efforts, including prospecting, proposal writing, and client presentations. + Build and expand relationships with airports,… more
- Principal Financial Group (New York, NY)
- …and partnership. The role will also provide insight into fund operations with private asset exposure (such as real estate and alternative credit), while supporting ... **Operational Risk Partnership & Consulting** + Act as a trusted advisor and risk consultant to business leaders across fund operations, shareholder… more
- CBRE (Albany, NY)
- …markets support. + Partner with Investment Properties (IP), Institutional Group (IG), and Private Client Group (PCG) teams to enhance client relationships ... and analytical abilities, with a commitment to delivering timely, reliable, and client -focused service. + Advanced understanding of financial terminology and… more
- Deloitte (New York, NY)
- …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + 5+ ... What You'll Do As a Tax Manager within the Financial Services arm of our Business Tax Services group,... services industries. You will work directly with the client , manage the tax engagement team, have access to… 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 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
- Santander US (New York, NY)
- …annual revenue. 12+ Years of experience in a lending; credit, Treasury Management, Private Wealth Management sales training or financial services position. - ... Santander is a global leader and innovator in the financial services industry. We believe that our employees are...while minimizing risk. This role acts in a trusted advisor role to companies generating ideas, advice and solutions,… more
- Deloitte (New York, 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
- Deloitte (New York, NY)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... federal tax consulting and compliance services to a diverse client base in various industry sectors. You will work...of business tax services are relevant for public and private companies and range from tax planning to tax… more