- Edward Jones (Greenwich, NY)
- …Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on the phone - ... them coming a mile away. You and your financial advisor are essential in working together to help your...associates. Edward Jones offers a 401k retirement plan, and tax -advantaged accounts: health savings account, and flexible spending account.… more
- MTA (New York, NY)
- …and PAYGO cash funding of the capital programs to ensure compliance with US Tax Code. + Involves coordinating with external bond counsel firms including tax ... of specific underwriter assignments. + Work closely with MTA's Municipal Advisor (s) in analyzing proposals. + Design and progress financial strategies to… more
- JPMorgan Chase (Rochester, NY)
- …and trust services. Job Responsibilities + Analyze trust documents for legal, tax , administrative and investment issues and coordinate delivery of services + Make ... that knowledge to client specific planning exercises and account administration + Work with Tax Officers and trust counsel to resolve tax issues + Knowledge of… more
- Bank of America (New York, NY)
- …and effective. **Job Description:** The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client relationships. He ... the coordination all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, implement, and monitor the… more
- City of New York (New York, NY)
- …inequities. As DOHMH scales NFHV to reach more families, the Public Health Advisor II role is essential to the successful delivery of services. Position Summary: ... Reporting to the Supervising Public Health Advisor , the Public Health Advisor II will...pension plan with steady monthly payments in retirement. oa tax -deferred savings program and oa robust Worksite Wellness Program… more
- City National Bank (New York, NY)
- …future life-changing events, understand client's family dynamics, and educate clients on tax risks. May work with clients to understand their specific goals and ... services to clients. * Keep abreast of legislative and tax changes. * Participate in the sales process to...months of employment * CEPA - Certified Exit Planning Advisor credential, or the ability to obtain within 18… more
- Wolters Kluwer (Albany, NY)
- …zones preferred _** **Wolters Kluwer** is a leading provider of innovative tax and accounting software solutions, dedicated to empowering individuals and businesses ... will report to the Manager, Field Sales Specialty - Tax & Accounting North America. **What you'll be doing:**...solutions. + **Consultative Support** - Serve as a trusted advisor on audit-related matters, providing guidance to clients on… more
- S&P Global (New York, NY)
- …framework and is a fundamental moment that matters. This role will serve as an advisor and subject matter expert for all areas related to global payroll. You will ... standard operating and regulatory procedures globally with respect to audit, privacy, tax reporting, and controls. + Leadership of an international payroll team,… more
- Bank of America (New York, NY)
- …through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions ... and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions… more
- Amazon (New York, NY)
- …cross-team decisions to help reduce costs, acting as the trusted finance advisor for the organization on complex, confidential projects, while maintaining a high ... in risk management, compliance, and acting as a financial advisor to a organization stopping crime, this is the...across cross-org mechanisms Basic Qualifications - 5+ years of tax , finance or a related analytical field experience -… more