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As a Tax Manager in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client.
$193,440 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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The Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified Financial Planners, create the Citizens Private Client team.
$90,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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The Financial Crimes Compliance Officer has day to day management duties of departmental staff and is expected to be knowledgeable in all aspects of BSA/AML/ and OFAC/Economic Sanctions programs and technologies, and for reporting on the efficacy of the programs to executive management and the board of directors.
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Day Habilitation Specialist - PWW Levittown. Prior experience as Caregiver, Care Assistant, Personal Assistant, Resident Assistant, Direct Care Worker, Nursing Assistant, Home Care Aide or Companion is a plus.
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We're a recognized Elite Agency award winner and a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. Verifies the accuracy and compliance of requested documentation (policies and endorsements.
$65,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Day Habilitation Specialist - PWW Levittown Help Others to ASPIRE HIGHER! Day Habilitation Specialist - PWW Levittown Help Others to ASPIRE HIGHER! We have great opportunities for positive, motivated individuals to work in a day hab setting assisting adults diagnosed with intellectual/developmental disabilities in becoming self-sufficient and self-actualized.
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Position SummaryThe TAS is a critical role in our unique customer model to execute the BMS aspiration to be the BioPharma that delivers the most impactful engagement with Health Care Providers (HCPs), driving adoption of new and existing medicines for appropriate patients.
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New York Plastic Surgical Group is looking for a full-time Billing Specialist to join our Garden City office. When it comes to aesthetics, our surgeons are proud to oversee Deep Blue Med Spa, a comprehensive medical spa designed to provide patients with non-surgical aesthetic options clinically proven to rejuvenate, restore, and refresh.
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POSITION SUMMARYUnder the overall supervision Program Supervisor, the Peer Support Specialist is responsible for supporting and mentoring the individuals in OMH Supportive Housing, Mobile Residential Support Team (MRST) and the OMH Crisis Programs to develop personal and meaningful independent living goals that will help fully integrate them into their local communities.
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Job SummaryThe Proof & Control Reconciliation Specialist position is responsible for the reconciliation of assigned general ledgers and works to identify and resolve any discrepancies to avoid or reduce the organizations exposure or loss; research and detail oriented, handles assigned rejects and identifying items and processing to avoid customer or bank impact.
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As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
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The Director, Financial Planner/ Wealth Advisor will support the Senior Managing Director of Financial Planning in providing comprehensive, sophisticated, fee-based financial planning analyses and recommendations to the clients of Webster Private Bank.
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The Sports Recovery Specialist is responsible for ensuring a positive customer experience and delivering great member service, private training, and recovery sessions. Minimum Certifications/Educational Level:Current dotFIT certification (or in progress)Must be a licensed massage therapist (LMT), Athletic Trainer, Physical Therapist, OR have experience with recovery modalities.
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JOB DEFINITION: The Peer Specialist functions as a member of an interdisciplinary care coordinator team to assist with the outreach, support and coordination of care for those eligible for and/or served by the Forensic ACT Team, including chronically medically ill individuals with co-occurring mental illness and/or substance abuse disorders.
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JOB DEFINITION: The Certified Peer Specialist functions as a member of a CCBHC Support Team to assist with the outreach, support and coordination of care for those eligible Nassau County residents Peer Specialist will serve as a role model and/or health coach for clients.
$17.58 an hourFull-timeExpandApply NowActive JobUpdated Today
wealth job Title: specialist compliance in Garden City, NY
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