- ADP (New York, NY)
- ADP is hiring a ** Sales Representative for R&D Tax Credits.** + _As a sales professional, are you ready to help businesses capture significant financial ... units. **Collaborate** **Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal...of successfully selling into the business community, preferably in Tax Credit sales + 30-40% travel; in-person… more
- Edward Jones (Staten Island, NY)
- …If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to ... building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported… more
- Truist (New York, NY)
- …America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. ... + Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive...met where needed + 8 or more years of sales and client management experience in Wealth Management and… more
- CRC Insurance Services, Inc. (White Plains, NY)
- …successful candidates must live in the New York / New Jersey. The Solutions Advisor is responsible for managing the broker experience throughout the new build and ... support, and analyzing client needs to recommend appropriate technology solutions. The Advisor will also contribute to process improvement initiatives and maintain a… more
- Atria Wealth Solutions (Corning, NY)
- …Services, L. P. (CFS) First Heritage Federal Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in Corning, ... to help clients pursue their goals. As a Financial Advisor your responsibilities include, but are not limited to,...financial and investment vehicles in the market and the tax and securities consequences to clients with particular investments.… more
- Bank of America (Melville, NY)
- Wealth Strategies Advisor Charlotte, North Carolina;New York, New York; Boston, Massachusetts; Melville, New York **Job Description:** At Bank of America, we are ... as trust and estate planning, income and wealth transfer tax planning, investments, retirement planning and cash flow modeling,...net worth clients). + Proven track record of successful sales experience working with high net worth and ultra-high… more
- Alkegen (Buffalo, NY)
- …current with evolving international and domestic tax regulations. + Serve as a key tax advisor to the CFO, executive team, and private equity sponsors on ... reach. From production operators to engineers, technicians to specialists, sales to leadership, we're always looking for top talent...counsel, auditors, and consultants, and is the key strategic advisor for tax and regulatory matters for… more
- M&T Bank (Buffalo, NY)
- …of personal interaction with clients. Educate clients on emerging issues, regulatory and tax changes, and advises clients on appropriate actions. + Participate in ... sales effort. Identify and develop additional opportunities with existing clients. + Maintain positive working relationships. Provide necessary support and… more
- Deloitte (Jericho, NY)
- …and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax compliance.? If this is music to your ears, and you love a ... the career for you! What you'll do As a Tax Manager, you will draw on experience in accounting...lead client contact roles on engagements; be involved in sales and marketing activities; attend required training; and facilitate… more
- Grant Thornton (New York, NY)
- As the Income/Franchise Tax Manager, you'll deliver a full range of tax planning, consulting, and compliance services for your multiple clients - all with the ... with the Income/Franchise team and lead staff on various tax matters, on all phases of project and engagement...+ Manage multi-disciplinary, multi-state reviews that analyze income, franchise, sales and use, payroll, valorem taxes, and others to… more