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Are you a financial professional who enjoys building new and expanding current client relationships? As a Client Development Vice President, you will provide holistic financial planning and portfolio analysis services. Join our privately held, multi-billion dollar, global investment firm to put our clients first and better the investment universe. The Opportunity: Help our clients reach their financial goals without having to manage service. You will be supported by a Client Development Manager who will make sure you have the training and resources to experience success. You will be supported... more ->
About this role: Why Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our "Well Life" approach to supporting employees' career aspirations, work-life balance, and mental and physical health. We ranked #2 on the 2023 LinkedIn Top Companies list - and #1 among financial services companies - as the best workplace "to grow your career" in the U.S. We're especially proud of our tangible, meaningful commitment to diversity, equity, and inclusion in the workplace. When it comes to employees' financial health, we offer competitive salaries... more ->
As an Assurance Services Manager, you will manage the fieldwork of the assurance services staff and lead management and supervisory roles in various assurance and audit-related client engagements and projects in multiple sizes and scopes. The assurance services offered by the firm focus exclusively on serving privately held, entrepreneurial businesses and include: Audit, review, and compilation engagements Agreed-Upon procedures Internal control evaluation: a review of accounting processes and analysis of key financial metrics Forecasts and projections Due diligence/acquisition assistance... more ->
As a Tax Advisory Services Manager, your responsibilities will include technical review of high-level business, trust, and individual income tax returns with the ability to efficiently take tasks from beginning to end. Other responsibilities include identifying and resolving tax issues, providing recommendations for improving client results, applying creative tax ideas to enhance client development and growth, and managing multiple client engagements in various industries while providing exceptional client service. Requirements: Bachelor's Degree in Accounting CPA designation ( preferred) 5+... more ->
Job Description : Our client is searching for a Senior Accountant who will be responsible for: -Monthly, quarterly and yearly end close -Expense analysis -Budget Gap Analysis -Maintaining accounting methods, policies and principals to produce accurate financial reports and statements Qualifications: The candidate will require: -3-5 years experience in a similar role -Bachelor's degree in Accounting or Finance -Strong Excel skills -Experience with budget and variance analysis and financial forecasting -Bilingual: Korean/English preferred Why is This a Great Opportunity: Great firm to work for,... more ->
Location: On site at location listed in the job posting. Summary We are seeking outstanding Advisors to join our growing team. If you are looking to grow your career and have a positive impact on the lives of your clients with a firm that puts clients first and is recognized in the industry as a Best in Class' culture, then you have found your home with First Horizon Advisors. As a Financial Advisor, you will be responsible for developing client relationships and partnerships with referral sources inside and outside of the bank. You will enjoy the support of the firm in offering valuable... more ->
Why Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our "Well Life" approach to supporting employees' career aspirations, work-life balance, and mental and physical health. We ranked #2 on the 2023 LinkedIn Top Companies list - and #1 among financial services companies - as the best workplace "to grow your career" in the U.S. We're especially proud of our tangible, meaningful commitment to diversity, equity, and inclusion in the workplace. When it comes to employees' financial health, we offer competitive salaries and generous... more ->
Seeking a Full time Senior Tax Manager position with Trust and Estate experience. The role is open to hybrid work arrangements, but only candidates from New Jersey (NJ) or New York City (NYC) will be considered. The opportunity is with a multi-disciplinary accounting, tax, and advisory firm that serves the needs of closely held companies, family-owned businesses, not-for-profit entities, government, and high-net-worth individuals. The firm provides an environment that offers growth, stability, and advancement opportunities, fostering a team member-driven culture where contributions are... more ->
Our Client is a prestigious law firm with a renowned reputation in the legal industry. They are seeking a highly skilled and experienced Tax, Trusts & Estates Associate/Attorney to join their team at their New York office. The ideal candidate will have at least 3 years of experience in Tax, Trusts & Estates practice and preferably hold an LL.M degree in Taxation or Estate Planning. Must have a New York Bar admission. Responsibilities: - Provide high-quality legal advice and services to clients on matters related to tax planning, trusts, estates, wills, and probate. - Conduct legal research... more ->
About Us: My client is a prestigious and well-respected law firm with a national presence. They provide exceptional legal services to a diverse clientele and have built a reputation for excellence in the legal industry. As they continue to grow, they are seeking a highly skilled Tax Associate/Attorney to join their New York office. Job Description: We are currently seeking a Tax Associate/Attorney with at least 3 years of experience to join their team. The ideal candidate will have strong tax law knowledge and experience, along with excellent communication skills and a dedication to providing... more ->
Position: Tax Associate Experience: 5+ years of (Law Firm) tax law experience Practice Focus: Federal, State, and International Tax Law for technology, life sciences, and growth enterprises Salary Range: $365,000 - $435,000 (based on year classification) Responsibilities: Support tech and life sciences clients at all growth stages Assist with mergers and acquisitions, capital markets, and corporate finance Handle equity financings, technology transfers, complex licensing and collaboration arrangements Engage in domestic and international tax planning IMPORTANT: Sole practitionerswill not... more ->
Job Description : TAX SENIOR MANAGER/DIRECTOR My Client is a New York City based Accounting and Advisory Services firm with offices in NYC, Long Island and South Florida. As full service Accounting and Advisory professionals, my client provides a complete range of top-tier advisory, tax and financial reporting services. My Client is consistently recognized as one of the Best of the Best accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For nationwide. JOB RESPONSIBILITIES - Manage and be direct contact for all aspects... more ->
Job Description : AUDIT SENIOR MANAGER/DIRECTOR JOB RESPONSIBILITIES - Manage multiple engagements and staff simultaneously while developing both functional and industry expertise. - Develop and manage budgets, schedule audits, staff assignments, and time and expense planning and analysis. - Provide high level guidance and expertise to professional staff. - Review work product of engagement team. - Provide timely, high-quality client service that meets and/or exceeds expectations for all client deliverables. - Maintain strong client relationships. - Manage, develop talent, train and coach... more ->
Overview: As a Customer Service Representative, you will play an essential part in ensuring that our loyal and new customers receive the best service possible while accessing the financial products they need. You will serve as an extension of the brand by exuding our shared values and participating in Company programs that support customer advocacy, store growth, and personal development. Your upbeat and customer-focused personality will help set the stage for a positive, respectful environment that will give you the power to build a rewarding career with performance-based advancement.... more ->