Senior Financial Associate
4 weeks ago
We are seeking a highly skilled Senior Financial Associate to join our team. As a key member of our wealth management and institutional consulting firm, you will be responsible for providing exceptional financial services to our high-net-worth clients.
Key Responsibilities- Manage client relationships and provide personalized financial advice
- Prepare and review financial statements, tax returns, and other financial documents
- Conduct tax research and provide expert advice on tax planning and compliance
- Develop and implement financial plans and strategies for clients
- Collaborate with other team members to ensure seamless client service
- 5-7 years of experience in high-net-worth tax and financial services
- CPA license and/or Master's degree in Tax or Accounting
- Extensive knowledge of income tax planning, financial planning, and financial administration
- Proficiency in CCH Axcess Tax and QuickBooks
- Strong communication and interpersonal skills
- Competitive salary and benefits package
- Opportunities for professional growth and development
- Collaborative and dynamic work environment
- Flexible scheduling and work-life balance
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Senior Financial Analyst
4 weeks ago
New York, New York, United States Creative Financial Staffing Full timeAbout the RoleWe are seeking a highly skilled Senior Financial Analyst to join our team at Creative Financial Staffing. As a Senior Financial Analyst, you will be responsible for overseeing daily accounting activities, including accounts payable, accounts receivable, and proper coding of transactions to the general ledger.Key ResponsibilitiesPrepare and...
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Senior Financial Analyst
4 weeks ago
New York, New York, United States Creative Financial Staffing Full timeAbout Us: Creative Financial Staffing is partnering with a reputable insurance company dedicated to delivering exceptional services and innovative solutions to clients. They foster a collaborative and supportive work environment where employees can thrive and grow professionally.Key Responsibilities of the Senior Financial Analyst:Reconcile and maintain...
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Senior Financial Analyst
3 weeks ago
New York, New York, United States BMO Financial Group Full timeAs a key member of the BMO Financial Group team, the Senior Financial Analyst will play a critical role in consolidating, analyzing, and reporting on the financial performance of the business or group. This includes supporting the month-, quarter-, and year-end closing process, as well as financial reporting and governance.The ideal candidate will have a...
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Senior Financial Professional
4 weeks ago
New York, New York, United States Creative Financial Staffing Full time**About the Opportunity**Creative Financial Staffing is seeking a highly skilled Senior Accountant to join our team. As a Senior Accountant, you will be responsible for the operations and administrative activities of our partnerships, including cash management and capital calls.**Key Responsibilities**Manage cash flow and capital calls for our...
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Senior Financial Manager
4 weeks ago
New York, New York, United States Creative Financial Staffing Full timeSenior Accountant Job DescriptionWe are seeking a highly skilled Senior Accountant to join our clients finance team at Creative Financial Staffing. In this role, you will be responsible for managing the company's financial records, ensuring accuracy and compliance with regulatory standards, and providing insightful analysis to support their manufacturing...
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Senior Financial Analyst
4 weeks ago
New York, New York, United States Creative Financial Staffing Full timeSenior Project AccountantCreative Financial Staffing is partnering with a global Architectural firm to find a skilled Senior Project Accountant to join their team.This is a fantastic opportunity to work with a stable and growing company that values its employees and offers a competitive salary, great benefits, and generous time off.Key...
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Senior Financial Analyst
4 weeks ago
New York, New York, United States Creative Financial Staffing Full timeOur client, a leading Construction firm, is seeking a Senior Accountant to join their team in Midtown Manhattan. As a key member of the Corporate Controller's team, you will be responsible for analyzing financial information, preparing financial reports, and coordinating with various departments to establish reporting parameters.Key responsibilities...
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Financial Services Associate
4 weeks ago
New York, New York, United States Stifel Financial Full timeJob SummaryWe are seeking a highly organized and detail-oriented Financial Services Associate to join our team at Stifel Financial. As a key member of our client services team, you will be responsible for providing exceptional support to our financial advisors and clients.Key ResponsibilitiesAssist financial advisors with opening and maintaining client...
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Senior Financial Analyst
4 weeks ago
New York, New York, United States BMO Financial Group Full timeJob SummaryWe are seeking a highly skilled Senior Financial Analyst to join our team at BMO Financial Group. As a key member of our accounting and financial reporting team, you will be responsible for consolidating, analyzing, and reporting on the financial performance of our business groups.Your primary focus will be on supporting the month-, quarter-, and...
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Senior Financial Professional
4 weeks ago
New York, New York, United States Creative Financial Staffing Full timeOur client in NYC is seeking a Senior Accountant to join their team in the technology space, dedicated to bettering the environment.Responsibilities:The Senior Accountant will review AR/AP entries and production recording, perform monthly closing of the books, and maintain the general ledger.Reconcile balance sheet and general ledger accountsManage and...
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Senior Financial Analyst
3 weeks ago
New York, New York, United States BMO Financial Group Full timeJob Summary:We are seeking a highly skilled Senior Financial Analyst to join our team at BMO Financial Group. As a key member of our Capital Markets Finance team, you will be responsible for consolidating, analyzing, and reporting on the financial performance of our business/group to support the month-, quarter-, and year-end closing process.Key...
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Senior Financial Professional
4 weeks ago
New York, New York, United States Creative Financial Staffing Full timeAbout Our ClientCreative Financial Staffing is teaming up with a well-regarded nonprofit organization that provides education, employment, and community support services for individuals with autism and developmental disabilities and their families in New York City.Job SummaryWe are seeking a Senior Accountant to join our Finance department. The ideal...
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Senior Financial Professional
4 weeks ago
New York, New York, United States Creative Financial Staffing Full timeOur client, a stable manufacturer in the environmental robotics industry, is seeking a strong Senior Accountant to join their team. This is a great opportunity for someone to learn all areas of the company and grow professionally.They offer a collaborative work environment and are in the office 5 days per week in Long Island City (Queens) with a flexible...
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Senior Financial Analyst
4 weeks ago
New York, New York, United States BMO Financial Group Full timeJob SummaryWe are seeking a highly skilled Senior Analyst to join our US Capital Markets Finance team. As a key member of our team, you will be responsible for consolidating, analyzing, and reporting on the financial performance of our business/group to support the month-, quarter-, and year-end closing process.Key ResponsibilitiesSupport the execution of...
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Senior Financial Operations Specialist
4 weeks ago
New York, New York, United States Phaxis - Financial Services Full timeJob SummaryAs a Senior Staff Accountant at Phaxis - Financial Services, you will play a critical role in ensuring the accuracy and completeness of our financial records.Key responsibilities include:Preparing monthly and year-end closing journal entries, including investment accounts.Verifying the accuracy of invoices and accounting classifications.Assisting...
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Senior Financial Leader
3 weeks ago
New York, New York, United States Barnard College Full timeJob SummaryThe Senior Financial Leader will provide leadership and oversight to general accounting, financial reporting & compliance, restricted funds stewardship & reporting, payroll, procurement and accounts payable at Barnard College.The ideal candidate will directly report to the Senior Associate Vice President for Finance and lead a team in developing...
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Senior Tax Associate
4 weeks ago
New York, New York, United States Baker Tilly US, LLP Full timeSenior Tax Associate - Financial ServicesBaker Tilly US, LLP is seeking a Senior Tax Associate to join our Financial Services team. As a trusted business advisor, you will provide industry-focused tax advisory and compliance services to middle market clients.As a member of our team, you will have the opportunity to work with a leading CPA advisory firm that...
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Tax Senior Associate
3 weeks ago
New York, New York, United States CohnReznick Full timeCohnReznick is a leading professional services firm that offers a unique opportunity for a Tax Senior Associate to join our Financial Services team in New York City.As a Tax Senior Associate, you will work with some of the nation's leading private equity, hedge, and other alternative investment funds, gaining valuable knowledge of the capital markets...
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Senior Financial Services Consultant
3 weeks ago
New York, New York, United States Alvarez & Marsal Financial Services Industry Group, LLC Full timeJob SummaryWe are seeking a highly experienced Senior Financial Services Consultant to join our team at Alvarez & Marsal Financial Services Industry Group, LLC. As a Senior Financial Services Consultant, you will be responsible for driving transformation and growth strategies for our clients in the financial services industry.Key ResponsibilitiesDevelop and...
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Financial Professional
4 weeks ago
New York, New York, United States Creative Financial Staffing Full timeSenior Accountant OpportunityWe are seeking a highly skilled Senior Accountant to join our team at Creative Financial Staffing. As a Senior Accountant, you will play a key role in supporting the Month-end close, conducting balance sheet analysis, and providing financial insights to drive business decisions.Key Responsibilities:Perform daily bank...