- City National Bank (New York, NY)
- …up-to-date knowledge of account activity by reviewing various reports. Seek guidance on tax and administration issues. WHAT WILL YOU DO? * For Trusts where CNB ... is trustee, reviews and revises paperwork from sales team (eg, agreements, fee schedules, transfer proxies, receipt...proxies, receipt of assets, ensure accurate cost basis and tax acquisition dates, obtain any missing information and signatures,… more
- Grant Thornton (New York, NY)
- …proposal development, and other pursuit activities at clients. + Meeting or exceeding sales targets for new and follow-on work. + Meeting or exceeding targeted ... related Certified General Appraisal State Licenses required + Experience in Accounting, Audit or Transaction Advisory Services + Current knowledge in US GAAP, GAAS,… more
- Truist (New York, NY)
- …and managing risks within Truist Public Finance and Municipals origination and sales and trading businesses. This position will be responsible for leading a ... Wholesale Business Unit Risk Team with senior leadership, committee presentations, audit or regulators. **Essential Duties and Responsibilities** Following is a… more
- Neuberger Berman (New York, NY)
- …and fund IRRs on a quarterly basis + Review management fee calculations + Collaborate with audit and tax professionals to support year-end audit and tax ... portfolio managers and external partners, including fund administrators, auditors, and tax professionals. The Assistant Controller is responsible for overseeing all… more
- ManpowerGroup (NY)
- …Wells** delivers solutions and experienced talent to solve emerging challenges in Internal Audit , Risk & Compliance, Finance & Accounting, Tax Services and ... their loyalty. o Leverage your financial expertise in finance/accounting, risk, and tax , as well as our industry leading thought leadership and other materials,… more
- Grant Thornton (New York, NY)
- …Experience & Platforms Team, you will help steer the strategic use of Sales and Marketing platforms such as Wrike, Seismic, Databook, Bombora, LinkedIn Navigator, ... firm's client service management strategy + Partnering with Experience and other sales & marketing teams to intake requirements and manage request backlog, providing… more
- Grant Thornton (New York, NY)
- …Cloud Apps, and Microsoft Sentinel. + Lead practice development and sales activities including, opportunity origination, client proposal development, and deal ... on threat detection, response, and security operations. + Prior experience leading sales activities for threat protection professional services, in excess of $3M a… more
- Grant Thornton (Melville, NY)
- …business valuation analysis and industry research + Meeting or exceeding targeted sales and managed revenue metrics + Overseeing and performing data- and ... 18 months of starting with Grant Thornton. + Prior business development and sales experience is required. + Prior experience in practice and team development is… more
- Grant Thornton (Melville, NY)
- …planning that integrates multiple functional disciplines including accounting, finance, sales , operations, and human capital management and information technology to ... Grant Thornton LLP, a licensed, certified public accounting (CPA) firm that provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed… more
- Grant Thornton (New York, NY)
- …teams, whitepapers, conferences, and/or other thought leadership material + Meet or exceed sales targets for new and follow-on work + Maintain a good working ... Grant Thornton LLP, a licensed, certified public accounting (CPA) firm that provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed… more