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Client Service Advisor jobs in New York

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TAX SERVICES MANAGER - FSO - PRIVATE CLIENT SERVICES, PARTNERSHIP

Solid tax technical knowledge - you will have to review partnership book/tax allocations including aspect such as incentive fee re-allocation, side pocket, transfer partnership interest, fill up/down etc.. Experience in economics...

CompanyYork State Department Of Labor
AddressNew York, NY
CategoryInformation Technology
Date Posted a month ago See detail

Tax Services Manager - FSO - Private Client Services, Partnership

York State Department Of Labor

New York, NY

Solid tax technical knowledge - you will have to review partnership book/tax allocations including aspect such as incentive fee re-allocation, side pocket, transfer partnership interest, fill up/down etc.. Experience in economics...

a month ago seen See more...

Tax Services Senior - FSO - Private Client Services, Partnership

York State Department Of Labor

New York, NY

Solid tax technical knowledge - you will have to review partnership book/tax allocations including aspect such as incentive fee re-allocation, side pocket, transfer partnership interest, fill up/down etc.. Ability to analyze 1099...

a month ago seen See more...

Tax Services Senior - FSO - Private Client Services, Partnership

York State Department Of Labor

New York, NY

Solid tax technical knowledge - you will have to review partnership book/tax allocations including aspect such as incentive fee re-allocation, side pocket, transfer partnership interest, fill up/down etc.. Ability to analyze 1099...

a month ago seen See more...

Tax Services Senior - FSO - Private Client Services, Partnership

York State Department Of Labor

New York, NY

Solid tax technical knowledge - you will have to review partnership book/tax allocations including aspect such as incentive fee re-allocation, side pocket, transfer partnership interest, fill up/down etc.. Ability to analyze 1099...

a month ago seen See more...

Tax Services Manager - FSO - Private Client Services, Partnership

York State Department Of Labor

New York, NY

Solid tax technical knowledge - you will have to review partnership book/tax allocations including aspect such as incentive fee re-allocation, side pocket, transfer partnership interest, fill up/down etc.. Experience in economics...

a month ago seen See more...

Tax Services Manager - FSO - Private Client Services, Partnership

York State Department Of Labor

New York, NY

Solid tax technical knowledge - you will have to review partnership book/tax allocations including aspect such as incentive fee re-allocation, side pocket, transfer partnership interest, fill up/down etc.. Experience in economics...

a month ago seen See more...

Private Client Financial Advisor

Citizens

New York, NY

Identify client objectives and goals; then monitor progress throughout the financial lifecycle. Broaden and deepen affluent client relationships in investment, deposit, and lending. Become a trusted advisor who earns referrals fro...

2 months ago seen See more...

US Seasonal Tax-Financial Services Organization-Private Client Services- Manager

Ernst & Young Llp

New York, NY

Competitive

A strategic eye toward prioritizing when working on multiple complex projects. Experience performing high quality review of complex tax returns. Knowledge/experience in handling Individual, Gift, Trust, and Estate Tax Returns 104...

2 months ago seen See more...

Private Client Financial Advisor

Citizens

New York, NY

Identify client objectives and goals; then monitor progress throughout the financial lifecycle. Broaden and deepen affluent client relationships in investment, deposit, and lending. Become a trusted advisor who earns referrals fro...

2 months ago seen See more...

Senior Director, Lead AML Advisor - Retail Bank & Financial Services

Capital One

New York, NY

Provide risk management consultation to Retail Bank and Financial Services and its Executives on conducting risk assessments, identifying and mitigating risk, developing mitigation plans, business initiatives, and other risk manag...

2 months ago seen See more...

Service Technician/Advisor (Part-Time)

Trek Bikes

New York, NY

Self-motivation, a positive, team-focused mentality, plus a willingness to pitch in on any task. Fantastic hospitality-a warm, approachable manner, great listening skills, and a drive to help in any way you can-even on the toughes...

2 months ago seen See more...

Banking/Financial Services Client Executive - New York Tri-State Area

Ntt Data, Inc.

New York, NY

Responsible for revenue and profit goals and effectively manages P&L across multiple deal structures within Banking & Financial Services domains.. Requires strategic ability to interface and successfully influence multiple C-level...

2 months ago seen See more...

Field Service Engineering Advisor (Remote)

Pix11

New York, NY

Analyzing training needs, building appropriate learning solutions, selecting delivery methods, and working collaboratively to deliver and implement training.. Liaise with managers to determine training needs and scheduling for Aft...

2 months ago seen See more...

Private Client Financial Advisor - Borough Park - Brooklyn, NY

Pix11

New York, NY

Identify client objectives and goals; then monitor progress throughout the financial lifecycle. Broaden and deepen affluent client relationships in investment, deposit, and lending. Become a trusted advisor who earns referrals fro...

2 months ago seen See more...

Private Client Financial Advisor - Borough Park - Brooklyn, NY

Citizens

New York, NY

Then they compare and evaluate investment options, identify investment strategies, and recommend potential products based on suitability.Private Client Financial Advisors work with a variety of business partners and referral sourc...

2 months ago seen See more...

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