- Deloitte (New York, NY)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... to renewable energy and sustainability, as well as implement client outreach strategies. Responsibilities will include: + Support renewable...of business tax services is relevant for public and private companies, and range from tax planning to tax… more
- Grant Thornton (New York, NY)
- …tools + Deep understanding of one or more of our key industries: Financial Services (Banking, Insurance, Private Equity), Professional Services, Real Estate & ... to create meaningful connections between our service offerings and client needs. Your Day-to-Day May Include: + Partnering with...stated goals + Demonstrated ability to be a trusted advisor , consistently sought out for advice by leadership and… more
- Confluent (Albany, NY)
- …for a Customer Success Technical Architect (CSTA) to act as a trusted technical advisor and advocate to work with our customers. The primary objective of this role ... + Strong service delivery, time, project and priority management skillsExperience in project financial fundamentals + Love for work in a fast growing and dynamic… 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
- World Wide Technology (New York, NY)
- …to accelerate digital transformational outcomes for large public and private organizations. Through its Advanced Technology Center, a collaborative ecosystem ... + Interacting with clients and prospects to gain trusted advisor status in the context of WWT's portfolio and...internal teams to present and educate the prospect and client base on our OEM and services portfolio +… more
- Deloitte (New York, NY)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... projects related to tax planning opportunities. + Coordinating and communicating with client contacts as required to gather information to complete their tax… more
- Lumen (Albany, NY)
- …proposing solutions to our customers with a goal to become a trusted advisor by highlighting how our products solutions enabling digital business strategies. **The ... business and technology objectives, conduct full technical discovery, and architect client solutions to meet gathered requirements. Assess business and operations… more
- Deloitte (Williamsville, NY)
- …attorney + Enrolled Agent + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) Preferred: + Bachelor's degree in accounting, finance, ... a vast array of taxpayers and industries? Do you enjoy legal research and client advocacy? Do you have a passion for applying your knowledge of federal interest… more
- World Wide Technology (New York, NY)
- …to accelerate digital transformational outcomes for large public and private organizations. Through its Advanced Technology Center, a collaborative ecosystem ... her technical specializations. He or she collaborates with the Client Manager(s) on strategic, large and complex opportunities and...consultative fashion and is looked to as a trusted advisor by the account team, partners (OEMs) and the… more
- City of New York (New York, NY)
- …applicants who are permanent in the civil service title of supervising public health advisor or candidates that filed for Exam No. 3542 - PROMOTION TO SUPERVISING ... visiting services are rendered. - Conduct Quality Assurance (QA) client visits, and case reviews with staff to ensure...per a 2024 assessment. o additional health, fitness, and financial benefits may be available based on the position's… more
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