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Managing tax advisory services, tax compliance, and tax provision to pass-through and C-corporation entities with an emphasis on manufacturing and distribution, construction and real estate, professional services, technology, and financial institutions.
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Jefferies Financial Institutions Group (“FIG”) offers a full range of investment banking services to the financial services industry. The Financial Institutions Group is actively looking for experienced Associates to join our team in New York.
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8+ years experience as an Account Manager, Customer Success Manager, or other customer-facing advisory role, ideally with experience growing revenue for customers in the financial services industry.
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1-3 years of work experience, preferably in transaction advisory / accounting & financial industry. From offices in 39 cities worldwide, the firm manages $436 billion in client assets (as of March 31, 2023) across a range of strategies—including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds—on behalf of institutions, advisors and individual investors globally.
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Envestnet is a leading independent provider of technology‐enabled investment and practice management solutions to financial advisors who are independent, as well as those who are associated with small or mid‐sized financial advisory firms and larger financial institutions.
$75,000 - $115,000 a yearExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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Providing tax compliance, tax provision, and tax advisory services to pass-through and C-corporation entities with an emphasis on companies operating in the manufacturing and distribution, construction and real estate, professional services and technology, and financial institutions industries.
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Withum’s Employee Benefits Tax team has the experience and the knowledge to tackle compliance, governance and operational and financial hurdles that can help free up time and resources This group services a variety of employee benefit plans, including Health & Welfare Plans, Defined Benefit and Defined Contribution plans, as well as nonprofits including community-based organizations, public charities, private foundations, trade associations and educational institutions.
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College degree with a minimum of 2-3 years in a financial services industry (i.e. Brokerage, Advisory Firm, Banking). Our client, specialize in working with ultra-high net worth families, as well as family offices and institutions with investment assets.
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Description :Job Title Group Tax Americas, Tax Advisory Services, Tax AdvisorCorporate Title DirectorLocation New York, NYOverviewThe Tax Advisory team within Group Tax Americas, which supports Deutsche Bank’s business in the Americas Region, is seeking a tax professional with experience in U.S. federal and cross-border tax matters, particularly with respect to financial institutions and a global asset management business (including alternative asset fund formation.
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As used in this posting, "Deloitte Advisory" means Deloitte & Touche LLP, which provides audit and enterprise risk services; Deloitte Financial Advisory Services LLP, which provides forensic, dispute, and other consulting services; and its affiliate, Deloitte Transactions and Business Analytics LLP, which provides a wide range of advisory and analytics services.
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Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions, Cetera Financial Specialists, and First Allied Securities.
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Be an industry leader known for excellence in the financial institutions industry, including maintaining exceptional tax technical knowledge, providing thought leadership and staying current with tax changes and industry trends that impact banks.
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Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.
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The Wealth Management Client Associate role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA). Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.
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Our mission is to empower advisors and financial service providers with innovative technology, solutions, and intelligence to make financial wellness a reality for everyone. Envestnet's technology is focused on addressing financial advisors' front, middle, and back‐office needs while leveraging our platform to grow their businesses and expand client relationships.
$46,000 - $70,000 a yearFull-timeExpandApply NowActive JobUpdated 3 days ago
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