Account Planning Specialist

Job SummaryCultivate relationships with new and existing clients, providing ongoing advice, service, and relationship building. Support tenured Financial Advisors in servicing existing clients.Key Responsibilities:Meet with clients to discuss financial goals and develop plansResearch and recommend investment products and fundsTrade securities and manage...

Job Summary:The Tax Planning Specialist at Phaxis will be responsible for preparing all necessary tax authority filing requirements for clients. This role involves reviewing federal and state estate, fiduciary, individual, and other tax returns. The successful candidate will also provide valuable input to the development of tax planning strategies,...

Accounting SpecialistAt Jellyfish, we're seeking an experienced Accounting Specialist to join our team. As an Accounting Specialist, you will be responsible for creating an impact within our accounting team while seeking and implementing solutions to streamline and automate processes.Key Responsibilities:Intercompany and Payroll reconciliationsBalance sheet...

Job Summary:As a Tax Planning Specialist at Liv Communities LLC, you will play a critical role in planning, directing, and controlling the organization's overall tax functions. You will provide tax expertise for all functional areas of the business, working closely with the finance team to supplement and back up accounting and reporting functions. Your...

Financial Planning SpecialistThe Financial Planning Specialist will provide critical support to the financial planning, analysis, and reporting functions for Citizen Watch America brands' global business. The ideal candidate will have a strong understanding of financial planning and analysis, as well as excellent communication and interpersonal skills.Key...

Job DescriptionThe City of New York's Department of Health and Mental Hygiene is seeking a skilled Health Planning Specialist to join our team. As a key member of our Office of Healthcare Systems Strategy and Accountability, you will play a critical role in advancing innovative initiatives to improve healthcare delivery, financing, and strategy in New York...

As a Retirement Plan Tax Specialist at Alvarez & Marsal Tax, LLC, you will work with a team of professionals to advise companies on qualified retirement plan issues, executive compensation matters, and other compensation and benefits topics.You will focus on completing complex tax projects, participating in engagements requiring tax analysis and modeling,...

Job Summary:Berkowitz Pollack Brant is seeking a highly experienced Tax Director and Planning Specialist to join our team. As a key member of our tax services group, you will be responsible for providing expert guidance on international tax planning and compliance to our clients.Key Responsibilities:Provide tax planning and consulting services to clients on...

Job DescriptionSWIM USA, a leading designer and manufacturer of women's swimwear, is seeking a highly skilled Sales Planning and Replenishment Specialist to join our team in New York City.Job Summary:The Sales Planning and Replenishment Specialist will be responsible for analyzing the Walmart account and creating weekly sales reports to maximize sales and...

Job SummaryNFP is seeking a highly skilled Financial Planning and Analysis Specialist to join our team. As a key member of our finance team, you will be responsible for administering and executing the Region's Financial Planning and Analysis process.Key ResponsibilitiesDevelop and maintain sound practices around budgeting, forecasting, and variance...

Accounting SpecialistWe are seeking an experienced Accounting Specialist to join our team at Volunteers of America-Greater New York. The successful candidate will be responsible for preparing and reconciling governmental billing worksheets, submitting billings and re-submissions through funder portals, and verifying all billed expenses are within the correct...

Job OverviewBunting Bearings, LLC is seeking a highly skilled Accounting Specialist to join our team. As a key member of our Accounting and Finance operations, you will play a critical role in supporting our manufacturing and marketing plans through timely and accurate financial information.Key Responsibilities: Prepare and input general ledger journal...

Job SummarySuffolk County, NY is seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our finance department, you will be responsible for conducting financial analyses, reviewing financial statements, and preparing forecasts of revenue and expenditures.Key ResponsibilitiesConduct financial analyses of information...

Job Summary: NEO Philanthropy is seeking a highly organized and detail-oriented Accounting Specialist to join our Finance team. The successful candidate will be responsible for handling the entire accounts payable process, including invoice review, entry, and payment run. Additionally, the Accounting Specialist will review corporate credit card reports and...

Financial Planning and Analysis SpecialistWe are seeking a detail-oriented and analytical individual to join our Finance team as a Financial Planning and Analysis Specialist. This role will play a key part in supporting the financial planning process, analyzing financial data, and assisting in the preparation of management reports.Key Responsibilities:Gather...

Job Title: Estate Planning SpecialistJob Summary:Altfest Personal Wealth Management is seeking an experienced Estate Planning Specialist to join our team. The ideal candidate will have a deep understanding of state and federal estate laws and be able to provide expert advice to our clients.Responsibilities:Partner with Financial Advisors and Planning...

Runwise is seeking a highly skilled Accounting Specialist to join its finance and accounting team. The ideal candidate will have a strong background in accounting principles and experience with accounting software and ERP systems.The Accounting Specialist will be responsible for the execution and improvement of accounts payable and general accounting...

Accounting Specialist Job DescriptionLakeshore Habitat for Humanity is seeking a highly motivated and detail-oriented Accounting Specialist to join our Accounting team. As a key member of our team, you will be responsible for performing a wide range of accounting tasks, including general accounting functions, grants, audits, payroll, tax returns, and...

Accounting SpecialistLive Nation Entertainment is a global leader in live entertainment, and our Concerts Division is where tours are born, artists come to life, and fans get to experience the rush of live music. As an Accounting Specialist, you will play a crucial role in maintaining and recording routine accounting transactions, working with local box...

Job SummaryWe are seeking a highly skilled and experienced Account Specialist Leader to join our team at Aon. The successful candidate will be responsible for leading the Account Specialist population, driving individual goal achievement, and collaborating with regional and national leadership.Key ResponsibilitiesLead talent development for the Account...