- Deloitte (Jericho, NY)
- …assigned to one or more client projects where they will receive mentorship and support to help their success on the engagement. Beyond exposure to "real life" ... assigned a mentorship team, including a counselor and onboarding advisor , to help offer guidance throughout the course of...senior manager, offers career guidance and feedback. The onboarding advisor is a peer level "buddy" to help answer… more
- Deloitte (New York, NY)
- …develop and leverage automation and innovative solutions to aid in the efficiency of tax and legal departments. + Support : Provide training and software ... responsibilities of compliance, reporting and planning, while also positioning tax as a strategic business advisor for...aligned across our global network of member firms to support our clients' objectives and address their challenges. Our… more
- CBRE (Albany, NY)
- …projects through capital markets solutionswith an increasing focus on tax credit transactions andstrategiccorporate engagement. We are seeking a high-performing ... will play a pivotalrolein sourcing, engaging, and bringing corporate buyers into transferable tax credit transactions.This role reports to the Head of Tax Equity… more
- Edward Jones (Olean, NY)
- …long-term financial goals. The primary role of the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. ... are two or three people, and in a Client Support Team Professional role, you are a critical member...critical member of that team along with the financial advisor . You are the first voice a client hears… more
- JPMorgan Chase (New York, NY)
- …or trustee of a trust includable in the gross estate of the decedent for estate tax purposes. JP Morgan Chase & Co. is a leading global financial services firm with ... direction you want to go and leaders who will support you in getting there. The JP Morgan Private...Responsibilities:** * Analyze Wills and trust documents for legal, tax , administrative and investment issues and coordinate delivery of… 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 ... portfolio using MTA's multiple credits. + Recommend other financial strategies that support the capital program funding effort. Develop new bond credits as… more
- JPMorgan Chase (Rochester, NY)
- …that can take you in any direction you want to go and leaders who will support you in getting there. JPMorgan Chase & Co. is a leading global financial services firm ... and trust services. Job Responsibilities + Analyze trust documents for legal, tax , administrative and investment issues and coordinate delivery of services + Make… more
- City National Bank (New York, NY)
- …new prospective clients to CNR by partnering with field business development officers. Support Sr Wealth Strategist and Wealth Strategist team in the development of ... 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… 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...program at community events, conduct neighborhood health assessments, and support senior management with additional tasks. - Represent the… more
- Bank of America (New York, NY)
- …growth + Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + ... team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM...of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model… more