The primary responsibility of a Lead Advisor is client retention, reviewing/presenting client financial plans and investment recommendations with existing clients without supervision. Primary Duties:...
Partnership Tax Manager As the Partnership Tax Manager, you'll conduct primary and secondary reviews of complex tax returns and provide tax consulting services for your partnership clients - all with the resources, environment, and support...
Overview: Manages and participates in preparing a limited number of complex Fiduciary and other income tax returns, where the Bank or one of the legal entities is trustee. Primary Responsibilities: * Maintain a thorough...
Are you a Tax Senior Manager with 7-9+ years experience coming out of Public Accounting? If so, please read on! Recently ranked in the Top 200 CPA firms by Inside Public Accounting, we are a local firm headquartered out of Rochester, NY and...
The Opportunity A well-established and highly respected mission based charitable organization in Western New York is looking to add a Controller to their team. This individual will be responsible for...
GQG Partners is an investment boutique which is a wholly owned subsidiary of a majority employee-owned company listed on the Australian Securities Exchange (ASX: GQG). The firm manages global and emerging market equities forinstitutions, advisors,...
Dreaming big is in our DNA. It's who we are as a company. It's our culture. It's our heritage. And more than ever, it's our future. A future where we're always looking forward. Always serving up new ways to meet life's moments. A future where...
Job Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the...
Procyon Partners – Relationship Manager/Financial Advisor – Hybrid Overview: Procyon is a growing RIA seeking an additional experienced relationship manager to provide primary client coverage...
**Location:** New York or Remote EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry - the Financial Services...