Senior Tax Associate - Tax & Wealth Planning Hybrid
Moneco Advisors
Moneco Advisors is a modern, full-service wealth management firm with an integrated tax advisory practice. We seek a Senior Tax Associate to handle tax compliance and planning at the intersection of tax and holistic financial planning. The role offers a full-time salaried position with potential for supervisory growth within our tax preparation and planning practice inside a Registered Investment Advisory firm. #J-18808-Ljbffr Moneco Advisors
- ...Bring your tax expertise to a firm where planning and advice work together — one of New England’s fastest-growing independent wealth management firms. Moneco Advisors is a modern, full... ...Places to Work” nationwide. The Senior Tax Associate is a full-time, salaried...SeniorFull timeWork at office
- ...in the United States is seeking a Wealth Advisor to deliver personalized financial plans and exceptional client service. You... ...across investments, retirement, tax, and estate planning, and work with... ...monitor progress, and collaborate with senior advisors to drive meaningful...Senior
- ...in the United States. You will advise high-net-worth families on sophisticated estate, gift, fiduciary, and multigenerational wealth planning, while shaping the growth of the practice. Work alongside private client professionals and outside advisors to resolve complex...SeniorPrivate practice
$80k - $90k
...is a top-ranked accounting, tax, and advisory firm with offices... ...is the place for you! The Senior Audit Associate will be primarily... ...execution of audit engagement from planning to wrap-up, and develop audit... ...property of PKFOD. #LI-NK1 #LI-HYBRID Qualifications Skills...SeniorWork at officeLocal areaVisa sponsorshipWork visaFlexible hours3 days per week- Accelerate your career in wealth management with one of New England... ...modern, full-service financial planning firm dedicated to helping... ...covering investments, retirement, tax, insurance, and estate planning... ...needs evolve. Partner with senior advisors to deliver timely follow...SuggestedFull time
- PKF O'Connor Davies is looking for an experienced Tax Manager to join their Private Client Services practice in Harrison, NY. This role... ..., reviewing complex tax returns, and providing advanced tax planning strategies. The ideal candidate will have 7+ years of tax experience...SeniorPrivate practiceWork at office
- ...and annual closes for US Bottling Field locations, and to support the Field locations with business initiatives, tax and internal reporting. The role is hybrid and based in Purchase, NY or Chicago, IL, with responsibilities that include income statement analysis, journal...
- Hilb Group is seeking a Senior Client Placement Lead Associate in Harrison, NY, a hybrid role. The candidate will manage placement and marketing of new and renewal business with premier carriers and support ADP Workforce Now configurations and ACA modules. Ideal candidates...Senior
- The Hilb Group is hiring a Senior Client Placement Lead Associate in Harrison, NY for a hybrid role. You will lead placement and marketing of new and renewal business with major carriers and work with the brokerage team on Open Enrollment setups in ADP Workforce Now. You...Senior
$100k - $135k
...We are seeking an experienced Tax Manager to join our Private Client Services practice... ...role focuses on providing tax compliance, planning, and consulting services to high‑net‑... ...strategies related to income, estate, gift, and wealth transfer taxes. Serve as a primary point...Full timePrivate practiceLocal areaFlexible hours3 days per week- Morgan Stanley in New York area is seeking a senior service team member to support Financial Advisors and Private Wealth Advisors, delivering an exceptional client experience and coordinating client service activities. The role focuses on client engagement, business development...Senior
$85k - $140k
...both Morgan Stanley and E*TRADE clients across web and mobile platforms. Qualified candidates will have 3-5 years of experience in wealth management or consumer financial technology and a strong understanding of the retail banking landscape. The position offers a competitive...Senior- Tokio Marine HCC's HPI Claims Attorney position in Purchase, NY (Hybrid) seeks a legal claims professional to evaluate and manage claims, conduct investigations, and negotiate settlements. The role specializes in Miscellaneous Medical and Social Services Professional Liability...Senior
- ...Chase is seeking a Select Growth Advisor within Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families.... ..., goal-based planning, and collaboration with senior advisors to deepen client engagement. Ideal candidates...
$100k - $115k
We're seeking someone to join our Wealth Management CFO Support team as an Associate in Finance. The team is dedicated to providing support to Morgan Stanley... ...Experience/ Familiarity with Dataiku, IBM Planning Analytics (TM1), SAP Business Objects, UiPath, Oracle...Temporary workWork at office1 day per week$100k - $135k
We are seeking an experienced Tax Manager to join our Private Client Services practice... ...role focuses on providing tax compliance, planning, and consulting services to high‑net‑... ...strategies related to income, estate, gift, and wealth transfer taxes. Serve as a primary point...Full timePrivate practiceLocal areaFlexible hours3 days per week- ...Group, we recognize that our associates are our greatest asset. We promote... ...a motivated and ambitious Senior Client Placement Lead... ...quickly to change. This is a hybrid position.Responsibilities:Responsible... ...building/updating of plans and OE-related tools in the Enhanced...SeniorTemporary workWork experience placementLocal area
- PKF O’Connor Davies in Harrison, NY is seeking a Senior Audit Associate to lead and perform public sector audits, supervise staff on-site, manage engagements within time budgets, and deliver high-quality financial reports with strong internal controls. The role requires...
$95k - $115k
...Connor Davies is a top‑ranked accounting, tax, and advisory firm with offices across... ...compliance engagements, provide tax planning support, and assist in the development... ...relationships. Supervise, mentor, and train tax associates and senior associates, providing guidance and...Full timeLocal areaFlexible hours3 days per week- ...and annual closes, ensuring accuracy and GAAP compliance across the general ledger. You will partner with Supply Chain, Commercial, Tax, and Treasury to translate financial results into actionable insights, drive process improvements, and support audits and system implementations...Senior
$300k - $400k
...determine how significant family wealth is structured, transferred,... ...an experienced Trust & Estate Tax Partner to its Private Client... ...and multigenerational wealth planning while helping shape the continued... ...Responsibilities Serve as a senior advisor to high-net-worth and...Private practiceWork at office- ...creating opportunities for our associates to do meaningful work and make... ...and productivity initiatives, tax and bottle deposit filings,... ...and ad-hoc requests. This is a hybrid role based in our Purchase, NY... ...period, prior year, forecast, and plan Prepare and review appropriate...Work at office
$21 per hour
...Senior Accounting Specialist For the life you choose, a career to match.... Here at Norway Savings Bank, we strive to create a positive... ...service. Maintains knowledge of sales, use, and property tax compliance issues and regulations as they relate to financial institution...SeniorHourly payWork experience placementWork at office$14.45 - $18 per hour
...About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience... ...in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the...Hourly payMinimum wageTemporary workSeasonal workWork at officeLocal areaWeekend workAfternoon shift$88.2k - $113.5k
...operational metrics to provide timely visibility into business performance and support management decision-making. Meal Hub Reporting and Planning Support: Manage recurring reporting for Meal Hub, including preparation of period close packages and support for forecast and...SeniorContract work$85k - $140k
...Morgan Stanley Wealth Management provides access to a wide range of wealth management products and services for individuals, businesses... ...brokerage and investment advisory, financial and wealth planning, credit and lending, cash management, annuities and insurance,...Temporary work$123.5k - $206.75k
...consultative and collaborative global role in which you will consult with senior leadership teams in all geographies to identify skill gaps,... ...to improve revenue generation, including product mix, annual planning, pricing, customer spend, discounts and promotions. Contribute...SeniorWork experience placementWork at office3 days per week- Morgan Stanley Wealth Management seeks an Executive Director level attorney to support its Alternative Investments and Private Markets platforms. The attorney will advise on structuring, distribution, marketing, diligence and ongoing support of alternative investment and...Senior
- Morgan Stanley offers an Associate in Finance position within Wealth Management CFO Support, based in New York. You will analyze financial metrics, partner with field managers, and prepare comprehensive WM branch reporting. The role emphasizes cross-functional collaboration...
$110k - $185k
Morgan Stanley Wealth Management provides a range of wealth management products and services for affluent individuals, businesses, and... ...brokerage and investment advisory, financial and wealth planning, credit and lending, cash management, annuities and insurance,...Temporary work
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