- Deloitte (Stamford, CT)
- …Business Management, Economics, or related field + 4+ years of experience working in the financial services or consulting industry related to one or more of the ... with reporting technology and tools such as Axiom + Direct working experience at a financial services regulator (eg, OCC, FRB) + Working experience in the areas… more
- Deloitte (Stamford, CT)
- Are you a senior tax professional who wants to specialize in Financial Services and Insurance? Do phrases like "accounting for income taxes," "tax structuring," ... industry sector clients. Responsibilities will include: + Provide tax advisory services to clients in the insurance...range from tax planning to tax compliance, controversy and risk management, specialized services including research and… more
- Bank of America (Westport, CT)
- …and services . * Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. ... client needs and asset thresholds * Mitigates and controls risk as part of daily activities * Identifies and...* At least three years' experience working in the financial service industry and/or a sales environment… more
- M&T Bank (Cos Cob, CT)
- …licenses and registrations. Trainees begin in a support role, assisting more senior Financial Advisors in their financial advisory process and managing ... **Overview:** Completes all required FINRA ( Financial Industry Regulatory Authority) and Insurance licensing and...associated with the role. Develop a knowledge of brokerage, advisory and insurance solutions and services as… more
- Deloitte (Stamford, CT)
- …Business Tax Services practice! What You'll Do As a Tax Manager within the Financial Services arm of our Business Tax Services group, you will provide ... services to a clients in the banking and financial services industries. You will work directly...range from tax planning to tax compliance, controversy and risk management, specialized services including research and… more
- Deloitte (Stamford, CT)
- …Business Tax Services practice! What You'll Do As a Tax Senior within the Financial Services arm of our Business Tax Services group, you will provide ... services to clients in the banking and financial services industries. You will work directly...range from tax planning to tax compliance, controversy and risk management, specialized services including research and… more
- Bank of America (Stamford, CT)
- …to work weekends and/or extended hours as needed. Desired Qualifications: * Experience in financial services and knowledge of financial services ... and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: * Executes the bank's risk culture and strives… more
- Deloitte (Stamford, CT)
- …tax transparency for the financial industry. Responsibilities will include: + Providing advisory services to financial institutions on the areas of ... tax regimes contributing to global tax transparency? Would you like to understand financial services and products across an array of industries (banking, asset… more
- Deloitte (Stamford, CT)
- …tax transparency for the financial industry. Responsibilities will include: + Providing advisory services to financial institutions on the areas of ... tax regimes contributing to global tax transparency? Would you like to understand financial services and products across an array of industries (banking, asset… more
- Bank of America (Greenwich, CT)
- … Financial Advisors (FA) business practices in ways that minimize regulatory and financial risk as well as uphold the Firms' reputation. Additionally, they ... industry regulations, supervisory requirements, policies/procedures, wealth management concepts, and financial services products **Key Qualifications for the… more
- Wells Fargo (Fairfield, CT)
- …registration + State Insurance license(s) + 3+ years of experience in a licensed financial services position + Customer service focus with experience ... , then partner closely with peers in Business Banking Advisory Services , Mortgage and Wealth and Investment...company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational,… more
- Deloitte (Stamford, CT)
- …companies and range from tax planning to tax compliance, controversy and risk management, specialized services including research and development, government ... countries? Do phrases like "accounting for income taxes," "tax advisory ," and "tax controversy" pique your interest? Do you...Do you enjoy providing federal tax compliance and consulting services to large global and dynamic midsize clients across… more
- Deloitte (Stamford, CT)
- …companies and range from tax planning to tax compliance, controversy and risk management, specialized services including research and development, government ... issues? Do phrases like "accounting for income taxes," "tax advisory ," and "tax controversy" pique your interest? Do you...Do you enjoy providing federal tax compliance and consulting services to large global and dynamic midsize clients across… more
- Bank of America (Fairfield, CT)
- …Valuation + Trade Monitoring + Trading + Client Investments Management + Client Solutions Advisory + Financial Analysis + Financial Forecasting and Modeling ... leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is… more
- Truist (Greenwich, CT)
- …and comprehensive wealth management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to provide ... general market and business issues impacting affluent clients. Serve as a personal financial planning/ advisory resource for clients, their attorneys and CPAs. +… more
- TD Bank (Darien, CT)
- …you've got years of banking experience or are just starting your career in financial services , we can help you realize your potential. Through regular leadership ... involve numerous systems, partners and complexity + Requires knowledge and understanding of financial concepts, a broad range of products, services and tools,… more
- Deloitte (Stamford, CT)
- …section 45V Clean Hydrogen Tax Credit + Preparation of tax returns and provide advisory services related to the modeling and structuring of renewable energy tax ... collaborating with colleagues across all member firms - Tax, Advisory , Consulting, and Audit and Assurance. The ideal candidate...this important Strategic Growth Offering are based in various service lines across tax. Business Tax Services … more
- Deloitte (Stamford, CT)
- …section 45V Clean Hydrogen Tax Credit + Preparation of tax returns and provide advisory services related to the modeling and structuring of renewable energy tax ... collaborating with colleagues across all member firms - Tax, Advisory , Consulting, and Audit and Assurance. The ideal candidate...this important Strategic Growth Offering are based in various service lines across tax. Business Tax Services … more
- Bank of America (Greenwich, CT)
- …and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key ... Advisory + Pipeline Management + Prioritization + Administrative Services + Emotional Intelligence + Referral Identification + Written Communications **Minimum… more
- World Insurance Associates, LLC. (Brewster, NY)
- World Insurance Associates ("World") is a unique financial services organization with a global network of brokers and specialists who empower people to make ... private client, employee benefits, human capital and payroll outsourcing, and retirement financial services . Qualifications + Must have proven experience with a… more