Tax Accountant/personal assistant - Max Tax

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• Santander Holdings USA Inc

  

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• FM

  

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• BNY

  

  Director, Fund/Client Accounting Manager

  17 days ago

  New York

  Director, Fund / Client Accounting (Private Equity) At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We’re seeking a future team member for the role of Director to join our Private Equity - Alternative Operations Team. This role is located in New York, NY with the expectation of 4 days in office per week. In this role, you’ll make an impact in the following ways: • Direct a Fund Accounting area consisting of multiple teams responsible for accounting services including determining net asset values, calculating fund performance, allocating expenses, and preparing reports., • Manage financial and human resources for the unit, ensuring teams operate effectively to meet goals and objectives., • Execute business plans, contribute to functional strategy development, and set guidelines for NAV determination across various sectors and measurement cycles., • Bachelor’s degree in accounting or equivalent combination of education and experience., • 7-10 years of total work experience with at least 3-5 years in management preferred., • Proven ability to lead multiple Fund/Client Accounting teams and manage relationships with senior-level auditors and clients. Here’s a few of our recent awards: America’s Most Innovative Companies, Fortune, 2025 World’s Most Admired Companies, Fortune 2025 “Most Just Companies”, Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. The base salary for this position is expected to be between $127,000 and $225,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs.This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.

• BNY

  

  Associate, ETF Fund/Client Accounting Representative II

  2 months ago

  New York

  At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We’re seeking a future team member for the role of Associate ETF Fund Client Accounting Representative to join our Fund Accounting team. This role is located in New York. In this role, you’ll make an impact in the following ways: • Serve as a lead for the day-to-day operations of a medium-sized fund accounting support team, providing work direction and technical assistance on complex matters., • Lead day-to-day accounting and net asset value (NAV) production functions, including NAV construction & validation, NAV review, dissemination, and reporting activities for more complex funds., • Review data and assist in resolving escalated problems arising during daily, weekly, or monthly accounting and reporting cycles., • Track data and maintain accounting records for higher complexity funds in accordance with department policies and procedures., • Establish data maintenance and summarization processes to improve team efficiency and support the accounting team., • Lead the team in preparing system-generated reports, coordinate report reviews, and share reports with accounting teams., • Review work of junior team members and assist in maintaining relationships with client staff by exchanging information related to cash, accounting, and reporting of daily and monthly client activities and initiatives., • Communicate data needs and respond to client questions., • Assist in identifying and implementing process improvements to reduce audit and financial exposure and improve team efficiency., • Bachelor’s degree in accounting or the equivalent combination of education and experience., • 5-7 years of total work experience preferred, with experience in accounting support preferred. Here’s a few of our recent awards: America’s Most Innovative Companies, Fortune, 2025 World’s Most Admired Companies, Fortune 2025 “Most Just Companies”, Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. Our ambition is to build the best global team – one that is representative and inclusive of the diverse talent, clients and communities we work with and serve – and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums. BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $60,000 and $81,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors. For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments & safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon.com/careers.

• BNY

  

  Senior Associate, Middle Office - FX Overlay Operations

  1 month ago

  New York

  At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We’re seeking a future team member for the role of Senior Associate, Middle Office - FX Overlay Operations to join our Execution Services Client Platform team. This role is located in New York, NY. In this role, you’ll make an impact in the following ways: • Serve as a subject matter expert for the day-to-day operations of a Middle Office FX Overlay Operations team., • Responsible for owning assigned client relationships, engaging with clients daily., • Ensure work produced meets product/service standards and exceeds quality standards., • Drive efficiencies in the daily environment – look to deploy AI, Digital Tools and automation initiatives on a consistent basis., • Constantly identify opportunities for workflow improvement and operational efficiency, with a goal to reduce manual touchpoints and ongoing capacity creation., • Ensure procedures are properly documented., • Responsible for publication and reporting of client KPIs to clients and showcasing these results in periodic service reviews., • Bachelor’s degree in finance or the equivalent combination of education and experience., • 5-7 years of total relevant work experience preferred., • Experience in FX Overlay, Fund Accounting or the mutual fund industry strongly preferred., • Proven track record in implementing change. Here’s a few of our recent awards: • America’s Most Innovative Companies, Fortune, 2025, • World’s Most Admired Companies, Fortune 2025 BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $58,000 and $120,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.

• Zurich Insurance Company Ltd.

  

  Executive Underwriter or AVP, Underwriter Director - Construction Professional Liability

  3 days ago

  New York

  Zurich is seeking an experienced Executive Underwriter or AVP, Underwriter Director – Construction Professional Liability to join our Specialties Construction team. We are open to hiring talent at any Zurich office location. We may, at the sole discretion of the Hiring Manager, be open to hiring remote talent. This role will be filled at either the Executive Underwriter or AVP, Underwriter Director – Construction Professional Liability. The hiring manager will determine the appropriate level based upon the selected applicant’s experience and skill set relative to the qualifications listed for this position. As a Executive Underwriter or AVP, Underwriter Director – Construction Professional Liability you will handle complex new and renewal domestic Construction Professional Liability accounts and serve as a Subject Matter Expert on the team. As a member of Zurich's Underwriting Team, you will enjoy the opportunity to fully apply and hone your underwriting and marketing skills while building relationships with Select Brokers focused in the US. In this role, you will: • Administer and monitor underwriting rules and guidelines, insurance laws and regulations, and rating annual rules., • Develop, maintain & collaborate with Line of Business representatives on referrals and other business related needs, as appropriate., • May provide guidance to lower level associates., • Develop and maintain relationships with distributors (agents & brokers) in support of business retention and acquisition and works with customers and distributors (agents & brokers) to determine their insurance related needs and provide solutions., • Supports the sales culture by being a Help Point for agents, brokers and customers., • Proactively seek renewal and new account opportunities., • Complete detailed opportunity assessment with key distributors to identify growth opportunities, • Qualify accounts to meet with the organization's appetite, balanced with sound business opportunity., • Make broker/customer and on-sight calls with a planned and well-prepared purpose Basic Qualifications, Executive Underwriter Level: • Knowledge of Microsoft Office, • Experience working on time restraints for quotes on new and renewal business, • Experience working in a team environment OR Basic Qualifications, AVP, Underwriting Director Level: • High School Diploma or Equivalent and 7 or more years of experience in the Underwriting or Market Facing area, • OR, • Experience with Microsoft Office Preferred Qualifications (Both Levels): • Bachelor’s Degree, • Technical knowledge of Construction Professional Liability Underwriting, • Established broker relationships (retail brokers)., • Sales execution mindset, • Creative problem solving skills, • Strong verbal and written communication skills Your pay at Zurich is based on your role, location, skills, and experience. We follow local laws to ensure fair compensation. You may also be eligible for bonuses and merit increases. If your expectations are above the listed range, we still encourage you to apply—your unique background matters to us. The pay range shown is a national average and may vary by location. The combined salary range for this position is $98,500.00 -$215,000.00. The proposed salary range for the Executive Underwriter is $98,500.00 - $165,000.00, with short-term incentive bonus eligibility set at 15%. The proposed salary range for the AVP, Underwriter Director is $130,000.00 - $215,000.00, with short-term incentive bonus eligibility set at 20%. We offer competitive pay and comprehensive benefits for employees and their families. [Learn more about Total Rewards ___.] Why Zurich? At Zurich, we value your ideas and experience. We offer growth, inclusion, and a supportive environment—so you can help shape the future of insurance. Zurich North America is a leader in risk management, with over 150 years of expertise and coverage across 25+ industries, including 90% of the Fortune 500®. Join us for a brighter future—for yourself and our customers. Zurich in North America does not discriminate based on race, ethnicity, color, religion, national origin, sex, gender expression, gender identity, genetic information, age, disability, protected veteran status, marital status, sexual orientation, pregnancy or other characteristics protected by applicable law. Equal Opportunity Employer disability/vets. Zurich complies with 18 U.S. Code § 1033. Please note: Zurich does not accept unsolicited CVs from agencies. Preferred vendors should use our Recruiting Agency Portal. Location(s): AM - New York, AM - Atlanta, AM - Boston, AM - Charlotte, AM - Chicago, AM - Cleveland, AM - Dallas, AM - Denver, AM - Houston, AM - Los Angeles, AM - Maitland, AM - Minneapolis, AM - Omaha, AM - Owings Mills, AM - Parsippany, AM - Philadelphia, AM - Pittsburgh, AM - Rocky Hill, AM - San Francisco, AM - Schaumburg, AM - Seattle, AM - Washington DC Remote Working: Hybrid Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag: #LI-BN1 #LI-DIRECTOR #LI-HYBRID