1000+ Best financial advisor Jobs in United States (October 2026)

Tax Professional - TurboTax Store

4 days ago

PARAMUS

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. You will serve customers in-person using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is non-exempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Be a Proactive Community Ambassador • Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community., • Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach., • Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. Provide Tax Expertise • Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)., • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice., • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)., • Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship., • Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools., • Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds, • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software., • Familiarity with Circular 230, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand., • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing, • Must be willing to wear a TurboTax uniform, • Must be willing to work in a front facing retail environment Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: New York $32.50 - $36.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Tax Accountant – Retail Location

4 days ago

PARAMUS

Business Tax Expert – TurboTax Store (New York)

3 days ago

NEW ROCHELLE

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round Business Tax Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Business Tax Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of experts, serving in-person customers who use Intuit TurboTax products. Your primary focus will be full-service tax preparation for both consumers and all business entity types such as Sole Prop, PTEs (S corps and Partnerships), providing expert tax advice, planning services, and software support, but your responsibility extends beyond that. You will serve as the primary point of contact for your customers as their dedicated Expert, owning the overall relationship and delivering both tax strategy and tax preparation services. You will develop a deep understanding of each customer’s full financial picture and ensure they receive proactive, personalized guidance. As customer needs require additional expertise in bookkeeping, payroll, etc., you won’t work alone—behind you is a team of bookkeeping specialists who support core accounting functions like reconciliation, payroll, and day-to-day bookkeeping. While customers may occasionally interact directly with these experts for specific accounting needs, you remain the central relationship owner, ensuring continuity and a seamless experience across all services. Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, strategic planning, or quarterly business review. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is nonexempt and requires onsite presence at a TurboTax store in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete tax preparation services for TurboTax consumer and business clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and facilitating with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma services that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals. Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Be a Proactive Community Ambassador Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach. Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • Strong business tax preparation experience and extensive knowledge of tax laws as evidenced by 3 or more years of recent experience preparing federal and state business tax returns (1065 and/or 1120-S) for at least 20 clients/customers per season for compensation, using commercial tax preparation software., • Minimum of 3 seasons of personal tax preparation experience, with a minimum of 30 tax returns per tax year required, in a tax practice or retail setting, for compensation, • General knowledge/understanding of bookkeeping required. Bookkeeping experience with books to tax preparation is highly desired and/or willingness to upskill and become a QuickBooks ProAdvisor., • Experience preparing Business Tax returns and providing year-round tax prep guidance for small businesses in particular is highly desired., • Must possess or be able to obtain any related state licenses, certificates, permits, or bonds., • Familiarity with Circular 230, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing, • Must be willing to wear a TurboTax Uniform, • Must be willing to work in a front facing retail environment Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: California $33.45 - $40.47 Illinois $30.41 - $37.06 New York $33.45 - $40.47 Washington $31.93 - $38.76 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Licensed Tax Accountant – In-Store

4 days ago

PARAMUS

Tax Associate – TurboTax Store

4 days ago

QUEENS

Tax Preparer – In-Store

4 days ago

GARDEN CITY

Tax Expert - TurboTax Store (New York)

4 days ago

HOBOKEN

Business Tax Accountant - Retail

3 days ago

PARAMUS

Tax Accountant - In-Store

4 days ago

YONKERS

Retail Tax Expert

4 days ago

JERSEY CITY

Tax Associate – In-Store

4 days ago

STATEN ISLAND

Tax Support Associate – Retail

4 days ago

HEMPSTEAD

Tax Expert - On-Site

3 days ago

NEW YORK

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is nonexempt and requires onsite presence at a TurboTax location in the United States. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Be a Proactive Community Ambassador - Embody a “community ambassador” and “business owner” mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients. Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness. Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. What You Get: As a TurboTax - Local Service Expert, you’ll receive access to exceptional company benefits and resources, including: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support Key Qualifications Who You Are: • EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred., • Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes., • Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230, • Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit, • Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, such as tax season, • Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time, • Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle., • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies, • Bilingual (English/Spanish) communication skills are a plus, • Experience in holistic tax advisory services beyond tax filing Attributes & Skills: • Passionate about empowering customers and helping them overcome the complexities of taxation., • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)., • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio., • Exceptional customer service skills, high empathy, and a friendly, professional demeanor., • Excited to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts., • Strong verbal and written communication skills., • Ability to work in a fast-paced environment independently while managing multiple priorities., • Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements: • Must reside within the United States., • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is California (Bay Area): $27.00 - $41.00 Southern California: $27.00 - $41.00 Colorado: $26.00 - $39.00 Hawaii: $27.00 - $41.00 Illinois: $26.00 - $39.00 Maine: $23.50 - $35.00 Maryland: $26.00 - $39.00 Massachusetts: $29.50 - $34.47 Minnesota: $23.50 - $35.00 New Jersey: $27.00 - $41.00 New York: $27.00 - $41.00 Ohio: $23.50 - $35.00 Vermont: $26.00 - $39.00 Virginia: $26.00 - $39.00 Washington: $27.00 - $41.00 Washington, DC: $26.00 - $39.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at _). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Business Tax Preparer - Retail Location

3 days ago

STATEN ISLAND

Senior Tax Expert – Retail

4 days ago

QUEENS

Experienced Tax Expert – In-Store

4 days ago

MINEOLA

Business Tax Associate - In-Store

3 days ago

NEW YORK

Tax Expert - Expert Center (Northeast)

3 days ago

BROOKLYN

Tax Expert - Local Tax Office

3 days ago

BROOKLYN

Business Tax Professional - In-Store

3 days ago

PARAMUS

Tax Expert - Local Branch

3 days ago

NEW YORK

Tax Expert - Local

3 days ago

BROOKLYN

Client Service and Operations

4 days ago

Parsippany

Job Title: \n Associate \n \n Job Description: \n Position Overview: \n The Advisor Transition Associate will assist in the onboarding and transition of advisor teams and firms. This role will support the Transition Operations Manager in managing the operational details of transitions, specifically the custodial aspects, and will be primarily data input for paperwork and transfer of assets. The ideal candidate will have a passion for operations and a background in the financial services industry, with a strong ability to manage tasks, track progress, and communicate effectively with both internal teams and external partners. \n \n Key Responsibilities: \n\n • Assist in managing the end-to-end transition process for incoming advisor teams and firms, ensuring operational tasks are completed on time and accurately.\n, • Handle the day-to-day details of account transfers, client data migration, and paperwork, ensuring all processes are executed smoothly.\n, • Generate and issue Investment Advisory Agreements and other internal contracts, forms, and materials to advisors, staff, and clients, maintaining efficiency and regulatory alignment.\n, • Maintain structured digital filing systems and upload documentation into project management software to support team collaboration and operational efficiency.\n, • Serve as a point of contact for advisors and internal departments, addressing simple operational questions and escalating complex issues to the Transition Operations Manager as needed.\n, • Coordinate with internal teams, including compliance, legal, IT, and client services, to ensure a seamless onboarding experience for new advisors.\n, • Track the progress of transitions, maintaining accurate records of tasks, documentation, and communication throughout the process.\n, • Ensure all compliance and regulatory requirements are met during transitions, working closely with the compliance and legal teams to manage necessary documentation.\n, • Provide administrative and operational support to the Transition Operations Manager, assisting with the execution of workflows, scheduling, and project management tasks.\n, • Collaborate with technology teams to help set up new advisors on Bleakley’s systems, providing guidance and troubleshooting when necessary.\n\n Work with the team to train teams on custodial functionality and best practices, as well as other supporting platform systems

Business Tax Expert - TurboTax Store (New York)

20 days ago

New Rochelle

Overview\n Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round Business Tax Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Business Tax Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” \n \n About the Role: In this role, you will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of experts, serving in-person customers who use Intuit TurboTax products. \n Your primary focus will be full-service tax preparation for both consumers and all business entity types such as Sole Prop, PTEs (S corps and Partnerships), providing expert tax advice, planning services, and software support, but your responsibility extends beyond that. You will serve as the primary point of contact for your customers as their dedicated Expert, owning the overall relationship and delivering both tax strategy and tax preparation services. You will develop a deep understanding of each customer’s full financial picture and ensure they receive proactive, personalized guidance. \n As customer needs require additional expertise in bookkeeping, payroll, etc., you won’t work alone—behind you is a team of bookkeeping specialists who support core accounting functions like reconciliation, payroll, and day-to-day bookkeeping. While customers may occasionally interact directly with these experts for specific accounting needs, you remain the central relationship owner, ensuring continuity and a seamless experience across all services. \n Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, strategic planning, or quarterly business review. \n Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. \n \n This role is nonexempt and requires onsite presence at a TurboTax store in the United States. \n \n What You’ll Do: \n Provide Tax Expertise - Give hands-on tax advice and complete tax preparation services for TurboTax consumer and business clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. \n \n Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and facilitating with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma services that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support. \n \n Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. \n \n Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals. Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. \n \n Be a Proactive Community Ambassador \n Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. \n Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach. \n Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable. \n \n What You Get: As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including: \n 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program \n discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support \n \n Key Qualifications \n Who You Are: \n\n • Strong business tax preparation experience and extensive knowledge of tax laws as evidenced by 3 or more years of recent experience preparing federal and state business tax returns (1065 and/or 1120-S) for at least 20 clients/customers per season for compensation, using commercial tax preparation software.\n, • Minimum of 3 seasons of personal tax preparation experience, with a minimum of 30 tax returns per tax year required, in a tax practice or retail setting, for compensation\n, • General knowledge/understanding of bookkeeping required. Bookkeeping experience with books to tax preparation is highly desired and/or willingness to upskill and become a QuickBooks ProAdvisor.\n, • Experience preparing Business Tax returns and providing year-round tax prep guidance for small businesses in particular is highly desired.\n, • Must possess or be able to obtain any related state licenses, certificates, permits, or bonds.\n, • Familiarity with Circular 230\n, • Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand\n, • Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies\n, • Bilingual (English/Spanish) communication skills are a plus\n, • Experience in holistic tax advisory services beyond tax filing\n, • Must be willing to wear a TurboTax Uniform\n, • Must be willing to work in a front facing retail environment\n\n \n Attributes & Skills: \n\n • Passionate about empowering customers and helping them overcome the complexities of taxation.\n, • Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). \n, • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.\n, • Exceptional customer service skills, high empathy, and a friendly, professional demeanor.\n, • Excited to be showcased as a TurboTax Expert in local and national marketing efforts.\n, • Strong verbal and written communication skills.\n, • Ability to work in a fast-paced environment independently while managing multiple priorities.\n, • Proficient with technology, including tax preparation software and CRM/sales tools.\n\n \n Additional Requirements: \n Must reside within the United States. \n Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. \n \n Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: \n California $33.45 - $40.47 \n Illinois $30.41 - $37.06 \n New York $33.45 - $40.47 \n Washington $31.93 - $38.76 \n This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

Chief Marketing Officer

3 days ago

New York

Chief Marketing Officer (CMO) \n \n Role Overview \n This is a board‑visible, high‑stakes CMO role for a consumer brand in hyper‑growth mode. Backed by a leading private equity firm, the company is scaling aggressively across retail, DTC, omnichannel, and new international markets. You will lead a 20‑person marketing organization across brand, growth, creative, insights, product marketing, and communications — building the engine that drives valuation expansion and global brand dominance. \n You’re not just running marketing. You’re building a global consumer powerhouse. \n What Makes This Role Different \n\n • Private equity rigor paired with the creative freedom of a challenger brand\n, • A global mandate to expand into new international markets\n, • Full ownership of brand, growth, and consumer strategy across all channels and geographies\n, • Leadership of a 20‑person marketing organization across all disciplines\n, • Direct partnership with the CEO, CFO, and private equity stakeholders\n, • A mandate to scale fast, intelligently, and with measurable impact\n\n Key Responsibilities \n Brand Strategy & Global Category Leadership \n\n • Define and evolve the brand architecture, voice, and positioning to win domestically and internationally\n, • Build a cohesive brand experience across digital, retail, packaging, partnerships, and global consumer touchpoints\n, • Lead long‑term brand strategy aligned with private equity growth targets, international expansion, and exit planning\n\n Global Growth, Acquisition & Performance Marketing \n\n • Build a full‑funnel growth ecosystem across paid, organic, retail, and emerging channels in multiple markets\n, • Own CAC, LTV, ROAS, payback windows, and marketing P&L performance across regions\n, • Scale omnichannel acquisition across DTC, Amazon, retail partners, wholesale, and global marketplaces\n\n International Market Entry & Localization \n\n • Develop market‑specific strategies for brand launch, consumer acquisition, and retail penetration\n, • Lead localization of messaging, creative, packaging, and product positioning\n, • Build frameworks for international pricing, regulatory considerations, and competitive dynamics\n\n Consumer Insights & Global Analytics \n\n • Build an insights function that drives product innovation, messaging, and channel strategy across markets\n, • Lead competitive intelligence, category mapping, and whitespace identification globally\n, • Translate data into strategies that accelerate velocity, repeat purchase, and loyalty worldwide\n\n Product Marketing & Innovation \n\n • Partner with Product, R&D, and Operations to shape new product launches and GTM strategy across regions\n, • Lead pricing, packaging, positioning, and portfolio strategy to maximize margin and market penetration\n, • Drive launch calendars, retail sell‑in narratives, merchandising strategy, and category expansion globally\n\n Team Leadership & Organizational Buildout \n\n • Lead, mentor, and scale a 20‑person marketing organization across brand, growth, creative, insights, and communications\n, • Recruit senior operators capable of scaling with the business and navigating global complexity\n, • Build systems, processes, and operational discipline that match private equity expectations\n\n Private Equity Reporting & Value Creation \n\n • Own marketing dashboards, KPIs, and board‑ready reporting with clarity and strategic insight\n, • Partner with private equity stakeholders on growth modeling, scenario planning, and value‑creation initiatives\n, • Drive valuation growth through brand equity, revenue acceleration, margin expansion, and global category leadership\n\n Cross‑Functional Partnership \n\n • Work closely with Sales, Product, Operations, and Finance to ensure marketing is integrated across the business\n, • Align marketing strategy with supply chain realities, retail timelines, and international expansion plans\n, • Serve as a strategic advisor to the CEO on brand, consumer trends, competitive dynamics, and global strategy\n\n Qualifications \n\n • 12–20+ years of progressive marketing leadership experience in CPG, consumer goods, or omnichannel brands\n, • Proven success scaling a high‑growth brand; private equity experience strongly preferred\n, • Experience leading global expansion or managing international markets\n, • Deep expertise in brand building, performance marketing, and omnichannel GTM\n, • Demonstrated ability to lead a large, multidisciplinary marketing team (15–30+)\n, • Strong analytical and financial acumen; comfortable owning a marketing P&L\n, • Advanced degree preferred (MBA or relevant master’s)\n, • High‑velocity operator with exceptional communication, executive presence, and strategic depth\n\n Compensation \n\n • Competitive Base Salary\n, • Company - Performance‑Based Bonus (significant)\n, • Material Equity Participation tied to private equity value‑creation and long‑term upside\n\n The Vibe \n Bold. Creative. Analytical. Relentless. You build brands people obsess over, in multiple countries while delivering the numbers private equity partners demand. You thrive in high‑growth environments, move fast, and turn strategy into execution with precision.

Sr. Tax Manager

3 days ago

Oradell

Established financial services firm is seeking an experienced Senior Tax Manager in their Oradell, NJ location. The Sr. Tax Manager will partner with financial advisors and the Director of Tax Services to identify tax-saving opportunities, support wealth planning strategies, and ensure accurate and timely tax reporting. Provides guidance on complex tax issues while helping clients navigate changing tax regulations and minimize tax liabilities. \n \n Responsibilities: \n\n • Lead the preparation and review of complex individual, fiduciary, partnership and corporate tax returns, with a focus on insights and advisory in addition to compliance.\n, • Responsible for performing the final review and signing of tax returns\n, • Collaborate with financial advisors to integrate tax planning into comprehensive wealth management strategies for clients including evaluating the tax implications of investment decisions, estate planning, charitable giving, and retirement strategies\n, • Serve as a trusted tax advisor to high-net-worth individuals and families, focusing on proactive tax strategies that compliment their financial plan and investment strategy\n, • Analyze realized/unrealized gains, income distributions, and tax-loss harvesting opportunities in coordination with the investment team\n, • Review and facilitate tax projections for clients and advisors\n, • Provide review notes to tax department staff to ensure accuracy and a dynamic learning environment\n, • Ensure all tax returns meet firm standards for accuracy, completeness, and compliance with applicable regulatory requirements\n, • Support Marketing and compliance by serving as subject matter experts for articles, and communications with tax law or detail included\n, • Support the Director of Tax Services in leading and mentoring Senior Tax Specialists and Tax Specialists, responsibilities include delivering training on tax law updates, and regulatory compliance and operational procedures, as well as reviewing work for accuracy and completeness.\n\n \n Qualifications: \n\n • Bachelor’s degree in accounting or related field, CPA license required\n, • 10+ years of tax experience\n, • Proficiency with Microsoft Office Suite and QuickBooks; experience with tax software (CCH AXCESS, CCH Workflow, CCH Collaboration, ShareFile, DocuSign) preferred\n, • Proven ability to work effectively across departments and directly with financial advisors and clients in a professional, service-oriented manner\n, • Strong organizational skills with proven ability to manage high-volume workflow and meet deadlines\n, • Strong attention to detail with commitment to accuracy when reviewing complex tax returns\n\n \n This role offers a hybrid work arrangement throughout the year; however, full-time onsite attendance is required during the tax season. The position also requires flexibility to work extended hours during peak workload periods to ensure timely completion of client deliverables and compliance deadlines. \n \n To discuss this role in greater detail please send resume outlining your related experience.

Client Service & Operations Associate

1 day ago

New York

COMPENSATION & BENEFITS \n \n $120,000 – $140,000 annually, based on experience. \n • 401(k) plan \n • Health insurance \n • Dental and vision coverage \n • Paid time off \n • Career growth opportunity to advance into an Operations Manager or Financial Advisor role \n \n This role supports our financial advisors by managing the day-to-day operational and client service functions of the practice, from new account opening through ongoing account servicing, reporting, and compliance recordkeeping. \n \n NEW ACCOUNTS & ONBOARDING \n • Open new accounts in Wealthscape — individual, joint, trust, entity, IRA, Roth, inherited IRA, and 529 registrations \n • Route documents through eSignature (DocuSign) and track envelope status to completion \n • Review submissions for NIGO items, work Wealthscape requirements and alerts, and follow up with Fidelity service teams until accounts are in good order \n • Initiate and monitor ACATS and non-ACATS transfers using the Transfer of Assets tool; track through funding and notify advisors of delays or rejects \n • Verify CIP/KYC documentation and establish client records in the CRM \n • Enroll clients in Wealthscape Investor, eDelivery, checkwriting, and debit card features \n \n ACCOUNT SERVICING & MAINTENANCE \n • Process address, beneficiary, registration, and standing instruction updates \n • Set up and process money movement: EFT/ACH, wires, journals (book-to-book), contributions, distributions, and RMDs \n • Handle Roth conversions, 60-day rollovers, and IRA recharacterizations \n • Process date-of-death transfers, inherited IRA setups, and account closures \n • Complete margin and options agreements; monitor and resolve Reg T and cash account calls \n • Serve as day-to-day contact for client service requests, portal access, and login or technical issues \n • Support alternative investment paperwork and custody documentation \n \n DATA, REPORTING & BILLING \n • Run and submit advisory fee billing through Wealthscape; verify fee schedules and reconcile fees received \n • Assist clients and advisors with statements, trade confirms, and tax forms (1099, 5498, 1099-R) \n \n COMPLIANCE & RECORDKEEPING \n • Maintain books and records in accordance with the firm's written supervisory procedures \n • Ensure advisory agreements, Form ADV/CRS delivery, and required disclosures are documented and current \n • Support annual compliance reviews, mock audits, and regulatory or custodian requests \n • Escalate exceptions, suspicious activity, and senior or vulnerable client concerns to the Chief Compliance Officer \n \n PROCESS & SYSTEMS \n • Build and maintain CRM workflows; keep client and household data accurate \n • Document and update standard operating procedures for recurring operational tasks \n • Serve as primary liaison with Fidelity Institutional service, relationship, and transition teams \n • Support integrations between Wealthscape and firm systems via Integration Xchange \n • Identify and implement improvements to reduce turnaround time and error rates \n \n QUALIFICATIONS \n \n • 3+ years of operations or client service experience supporting financial advisors \n • Hands-on experience with Fidelity/NFS Wealthscape strongly preferred \n • Proficiency with CRM and portfolio accounting/reporting systems; strong Excel skills \n • High attention to detail with the ability to manage multiple time-sensitive requests \n • Clear written and verbal communication with clients, advisors, and custodian service teams \n • Bachelor's degree preferred \n \n Series 7 and Series 66 (or Series 65/63) licenses are a major plus.

Financial Advisor Development Program (Mentorship Provided).

6 days ago

New York

Financial Advisor – Midtown Manhattan (Training Provided) \n \n We are actively seeking candidates for Financial Advisor job opportunities in our Midtown Manhattan offices. This is a great opportunity open to experienced candidates and individuals seeking to begin a career in financial services. \n \n As a Financial Advisor, you will work with new clients and maintain ongoing client relationships with individuals, families, and businesses to offer our diverse portfolio of financial products and services—including financial planning, investment management, insurance, as well as wealth management for high-net-worth clients. The Financial Advisor will be the primary contact for clients, and you will have available to you an experienced team of financial and investment specialists and office support to assist in delivery of services to your clients. \n \n Training & Development \n \n Prior financial services experience is not required – training is provided. The Training & Development Program includes a 3-week training at the start of the position, where you will be introduced to our portfolio of financial products and services and learn effective strategies and practices for early success. Then, once working in the role, you will be able to work alongside an experienced Director in the office who will serve as your mentor on an ongoing basis, allowing you to do your client work jointly with an experienced leader in the office. \n \n Responsibilities: \n \n\n • New Business Development: establishing relationships with new clients through leads, referrals, and calls\n, • Client Financial Advisory: meeting with clients to discuss financial planning, insurance, investment management, and other services\n, • Delivery of customized financial plans to help clients achieve their financial goals\n, • Day-to-day client relationship management\n\n \n Required Qualifications: \n \n\n • Bachelor’s degree\n, • Experience in a client/customer-facing role (includes sales, client/investor relations, customer success, etc.)\n, • Excellent communication and interpersonal skills\n, • Must live in the Tri-State Area (commutable to Midtown Manhattan office)\n, • Must be able to commit to a full-time, Monday-Friday, 9am-5pm work schedule\n\n \n Northwestern Mutual also sponsors licensing for Financial Advisors, including the SIE, Series 6, and Series 63, so this is an ideal role for candidates seeking entry into a financial services career with significant earning potential. \n \n Compensation & Benefits: \n \n\n • Compensation is a combination of commissions, stipends, and bonuses. This a performance-based pay structure, with no cap on earnings, where pay directly reflects the success you have with your client sales.\n, • Average annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)\n, • Up to $2,000 in training stipends\n, • Renewable income beginning in second year\n, • Bonus programs & expense allowances.\n, • Support for insurance licensing (Life, Accident, & Health license)\n, • Support for SIE, Series 6, Series 63 registrations\n, • Medical/dental/vision insurance; life and disability insurance; company-funded retirement pension plan.\n\n \n About Northwestern Mutual: Northwestern Mutual has been helping individuals, families and businesses achieve financial security for 170 years through a comprehensive approach that provides insurance, investments, and wealth management. A Fortune 500 (#109) company with over $627 billion in assets under management (AUM) and $41 billion in annual revenue, Northwestern Mutual delivers financial services to over 5 million clients nationwide.

Private Wealth Advisor

3 days ago

New York

About PCM Encore \n \n PCM Encore is a fast-growing, founder-led Registered Investment Advisor (RIA) and principal-led multi-family office. Since launching our wealth management platform in 2025, we have rapidly scaled to over $2 billion in client AUM and serve more than 200 client households nationwide. \n \n We are building a modern, technology-enabled client acquisition engine and are seeking elite business development professionals who thrive in fast-paced, metrics-driven environments. \n \n Location \n \n • Ideal locations are New York City or Denver. Strong candidates outside ideal geography who are open to relo will be provided with relocation support. \n \n The Opportunity \n \n We are a growing multi-family office seeking an experienced and highly motivated Private Wealth Advisor who will serve as the primary financial planning and relationship lead for assigned households. This role delivers proactive, comprehensive wealth planning; partners with internal specialists; and ensures a high-touch, consistent client experience throughout the client lifecycle. The ideal candidate will possess strong relationship management capabilities, exceptional attention to detail, and an understanding of holistic financial planning development. They will play a critical role in supporting our clients through their wealth management journey by being the primary point of contact for all conversations, analyzing all components of the client’s financial picture, and partnering with internal and external teams to provide unique, suitable, and sophisticated solutions based on client needs. \n \n Key Responsibilities \n \n Client Onboarding & Relationship Management \n • Conduct welcome calls and all ongoing financial planning meetings, involving Investment Policy Committee (IPC), Tax Advisor, and other team members when appropriate. \n • Serve as the primary point of contact for all client questions and planning needs. \n • Maintain accurate and complete client profiles in Salesforce, Orion, and our planning software. \n • Onboard up to three households per week, with an expectation of managing 120+ households at full capacity. \n • Prepare to receive pre-existing client household relationships transitioned from other Private Wealth Advisor books to re-distribute the total firm wide client household book evenly \n \n Financial Planning & Advice \n • Develop, maintain, and update comprehensive and holistic financial plans.• Provide ongoing, proactive planning recommendations aligned with client goals. \n • Coordinate planning efforts with internal Tax, Estate, and Investment partners. \n • Identify clients who may be appropriate for unique or opportunistic investment solutions, in \n collaboration with IPC. \n \n Investment & Account Coordination \n • Partner with IPC to build and implement customized investment recommendations. For less- \n tailored portfolios, build recommendations without involving IPC. \n • Meet with IPC & Tax at least yearly to review suitability and accuracy of client portfolios. \n • Review client billing in partnership with IPC and/or Compliance, as appropriate. \n \n Client Engagement & Operations \n • Prepare for and lead client meetings, including necessary research and collaboration with other teams, as well as meeting follow-up. \n • Conduct proactive client outreach beyond scheduled meetings. \n • Schedule and manage client meeting cadence, leveraging technology where possible. \n • Request and coordinate client swag and appreciation initiatives. \n • Manage client meeting logistics, documentation, and action items. \n \n Qualifications \n \n • Minimum of 3 years of experience as a Wealth Advisor or Financial Planner in a wealth management, RIA, or family office setting, during which time you owned the relationship for at least 80 households. \n • Strong technical foundation in financial planning, investments, and tax-aware strategies. \n • Excellent client communication and relationship management skills. \n • Familiarity with tailored investment instruments such as direct indexing, private credit, Opportunity Zone investments, alternatives, bond laddering, etc. \n • High attention to detail and ability to manage multiple client relationships simultaneously. \n • Collaborative mindset with comfort working alongside investment, tax, and operations teams. \n • Series 65 required (*NOTE - if you have your Series 66 or CFP, please select "YES" to the Series 65 screening question). \n • CFP® or similar preferred. \n \n What Success Looks Like \n \n Top performers in this role: \n • A strong relationship manager who will proactively "Quarterback" client relationships within their client book \n • Intellectual curiosity and passion for wealth advisory. \n • Strong organizational and project management skills. \n • Ability to communicate sophisticated financial planning concepts to both teammates and clients. \n • Process-oriented mindset combined with strategic thinking. \n • Team-first attitude with a willingness to take ownership of outcomes. \n • High degree of professionalism, discretion, and client service orientation. \n \n Additional Compensation Note \n \n • Revenue sharing of the managed client book will eventually be part of the compensation package \n

Tax Manager

18 days ago

New York

\n About the Company \n \n We are partnering with a highly respected Top 10 wealth management firm whose Family Office division is seeking a Principal Tax Manager to join its growing New York team. \n \n About the Role \n \n This is a highly visible opportunity for an experienced CPA who thrives in a client-facing environment and enjoys working on sophisticated individual, trust, gift, foundation, partnership, corporate, and international tax matters. The role offers the opportunity to serve as a trusted advisor to high-net-worth and ultra-high-net-worth families while collaborating with a multidisciplinary wealth management team. \n \n Responsibilities \n \n\n • Review complex individual income tax returns, including multi-state filings\n, • Oversee and review gift, trust, partnership, corporate, and private foundation tax returns\n, • Prepare and review quarterly tax projections, estimated tax calculations, and extensions\n, • Advise high-net-worth individuals and families on tax planning opportunities and financial matters\n, • Conduct tax research and develop solutions for complex tax issues\n, • Assist clients with tax notices, audits, and regulatory matters\n, • Support foreign tax reporting and compliance requirements\n, • Collaborate with wealth advisors, attorneys, investment professionals, and other members of the client service team\n, • Participate in special projects, including forensic accounting and matrimonial analyses\n, • Develop and maintain long-term client relationships while delivering an exceptional client experience\n\n \n Qualifications \n \n\n • CPA designation required\n, • 7+ years of high-net-worth tax preparation and review experience\n\n \n Required Skills \n \n\n • Strong experience with complex individual, trust, gift, partnership, and entity taxation\n, • Advanced tax planning and technical research capabilities\n, • Experience with CCH Axcess Tax, Income Tax Planner, and online tax research platforms\n, • Strong organizational skills with the ability to manage multiple priorities and deadlines\n, • Excellent communication and relationship-management skills\n, • Ability to thrive in a fast-paced, client-focused environment\n\n \n Preferred Skills \n \n\n • Busy Season Hours: Approximately 45 hours per week.\n, • Emphasis on maintaining reasonable non-billable hour expectations.\n, • Non-busy season 40 hours per week\n\n \n Pay range and compensation package \n \n\n • Base Salary: $200,000 - $220,000 + 10-20% Bonus\n, • Comprehensive benefits package includes:\n\n \n\n • Medical, dental, and vision coverage starting on day one\n, • 401(k) with employer match\n, • Flexible PTO\n, • Parental leave\n, • Professional development and continuing education support\n, • Commuter benefits\n, • Community engagement and volunteer opportunities\n\n \n Equal Opportunity Statement \n \n We are committed to diversity and inclusivity. \n

Senior Tax Accountant

18 days ago

New York

\n About the Company \n \n We are partnering with a highly respected Top 10 wealth management firm, and the family office division is seeking a Tax Family Office Senior Associate to join its New York team. This role offers a unique blend of tax compliance, tax planning, financial administration, and client advisory work, making it an excellent opportunity for professionals looking to broaden their expertise beyond traditional tax preparation. \n \n About the Role \n \n Prepare and review individual, business, and fiduciary income tax returns, including multi-state filings. \n \n Responsibilities \n \n\n • Assist with tax planning, projections, estimated tax calculations, and year-round advisory services\n, • Respond to tax notices and support IRS and state tax audits\n, • Conduct tax research and participate in special projects\n, • Review payroll tax filings and information returns\n, • Support forensic accounting and financial analyses related to matrimonial matters\n, • Provide business management and financial administration services to high-net-worth individuals and families\n, • Review financial statements, budgets, cash flow analyses, spending reports, and financial plans\n, • Build and maintain strong client relationships while serving as a trusted advisor\n, • Collaborate with attorneys, investment advisors, accountants, and other members of a client's professional services team\n, • Manage workflow, client engagements, billing, and overall profitability of assigned accounts\n\n \n Qualifications \n \n\n • Bachelor's degree in Accounting required; Master's in Taxation preferred\n, • CPA preferred\n, • 5-7 years of high-net-worth tax experience within a CPA firm, family office, or wealth management environment\n\n \n Required Skills \n \n\n • Strong experience preparing and reviewing complex individual income tax returns\n, • Knowledge of tax planning, financial planning, and financial administration concepts\n, • Proficiency with CCH Axcess Tax and QuickBooks (Desktop and Online)\n, • Strong organizational skills with exceptional attention to detail\n, • Ability to manage multiple priorities and deadlines in a client-focused environment\n, • Excellent communication and relationship-building skills\n\n \n Preferred Skills \n \n This role offers much more than tax compliance. You'll work closely with affluent individuals and families, gaining exposure to financial planning, family office services, business management, and complex advisory matters. It's an opportunity to become a trusted advisor while developing a well-rounded skill set in a collaborative and client-centric environment. \n \n Pay range and compensation package \n \n\n • Base Salary: $120,000 - $140,000 + 10-15% Bonus\n, • Comprehensive Benefits Include:\n, • \n, • Medical, dental, and vision coverage starting on day one\n, • 401(k) with employer match\n, • Flexible PTO\n, • Parental leave\n, • Professional development and continuing education support\n, • Commuter benefits\n, • Community engagement and volunteer opportunities\n\n \n Equal Opportunity Statement \n \n We are committed to diversity and inclusivity. \n

Jefferies Wealth Fixed Income Execution Desk Analyst

3 days ago

New York

Jefferies Wealth Fixed Income Execution Desk \n Middle Office/Trading Assistant/Business Analyst \n \n Jefferies Financial Group Inc. (‘‘Jefferies,’’ ‘‘we,’’ ‘‘us’’ or ‘‘our’’) is a U.S.-headquartered global full service, integrated investment banking and securities firm. Our largest subsidiary, Jefferies LLC, a U.S. broker-dealer, was founded in the U.S. in 1962 and our first international operating subsidiary, Jefferies International Limited, a U.K. broker-dealer, was established in the U.K. in 1986. Our strategy focuses on continuing to build out our investment banking effort, enhancing our capital markets businesses, and further developing our Leucadia Asset Management alternative asset management platform. We offer deep sector expertise across a full range of products and services in investment banking, equities, fixed income, asset and wealth management in the Americas, Europe and the Middle East and Asia. \n \n Jefferies Fixed Income Execution Desk facilitates client orders on a riskless basis functioning across all fixed income products, seeking best execution to fill client orders. The desk is responsible for the full life cycle of transactions from trade to settlement. \n \n Job Description: Candidate will focus on fixed income operational functions, learning all aspects and roles on the Fixed Income Execution Desk. Candidate will be responsible for complete trade life cycle from booking to settlement including regulatory requirements such as TRACE/MSRB reporting, best execution, and prevailing market price. The role includes assisting the team with communicating market color/context and opportunities. \n \n Primary areas of Responsibilities: \n\n • Support Financial Advisor teams from pre to post transaction\n, • Confirming and matching all fixed income transactions versus street counterparties\n, • Regulatory checks at start and end of each trading day\n, • Monitory of TRACE and MSRB web sights\n, • Business analysis\n, • Facilitating client fixed income orders\n\n Qualifications: \n\n • Bachelor’s degree in business administration, Finance, Economics, or related field preferred\n, • Advanced skills in Microsoft Excel, Word, and PowerPoint\n, • Strong quantitative, analytical, and critical thinking skills\n, • Excellent time management and the ability to prioritize workflow\n, • 2-4 years of related in financial services experience\n, • Effective communication skills\n, • Experience with Pershing Netx360, Bloomberg\n, • Series 7, 63 and 66\n, • Spanish and or Portuguese helpful\n\n \n About Us \n Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies, and governments. At Jefferies, we are committed to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients. Jefferies is committed to creating and sustaining a workforce that welcomes individuals from all backgrounds to apply. Our employment decisions are made without regard to race, creed, color, national origin, ancestry, religion, pregnancy, age, medical condition, physical or mental disability, marital status, domestic partner status, sex, sexual orientation, gender, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodation to individuals with disabilities, as required by applicable law. The salary offered will take into consideration an individual’s experience level and qualifications. In addition to salary, Jefferies Financial Group is proud to offer a comprehensive benefits package to eligible, full-time employees or part-time employees, who are scheduled to work at least 30 hours or more per week, including an annual discretionary incentive and retention bonus, competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Jefferies also offers paid time off packages that include planned time off (e.g., vacation), unplanned time off (e.g., sick leave), and paid holidays, and for full-time employees, paid parental leave.

Marketing and Partnerships Manager

3 days ago

New York

Marketing and Partnerships Manager \n \n About SumIt \n There's a version of family office accounting software that's been around for 20 years, costs a fortune, requires a 6-month implementation, and still can't do multi-entity consolidations without a consultant. SumIt is the alternative. \n \n We're building the simplest, most configurable multi-entity general ledger purpose-built for the wealth management space — SFOs, MFOs, business managers, and the accounting firms that serve them. It's a far bigger world than most people realize: over $3 trillion today, on track for $5.4 trillion by 2030 — larger than the entire hedge fund industry — and the families behind them hold roughly $5.5 trillion in wealth. Nearly all of it still runs on tools that were never built for it. We are not a generic general ledger bolted onto a wealth platform, or trying to reproduce QuickBooks with a facelift. Instead, we've set out to build a real general ledger, from the ground up, for the people who have done the books at — and for — family offices. \n \n We've grown fast, doubled our business every year, we have financial discipline — a clear path to profitability, and great client investors. We're a team of ~12 people, headquartered in DUMBO, Brooklyn, building something that will matter for decades. \n \n About the Role \n You'll be SumIt's first dedicated marketing hire, working side by side with the Co-Founders to build our name in the wealth management world — and turn that reputation into qualified pipeline. \n \n This is not a performance-marketing seat. We sell to family offices and wealth managers: sophisticated, relationship-driven buyers in a small, high-trust market. Most of the job happens in rooms, not dashboards. We show up at roughly 20 conferences, 10 webinars, and a dozen dinners and meetups a year. You'll run that calendar like an operator, own our partner relationships, and be the keeper of how SumIt shows up in the market. \n \n You don't necessarily need to have been a marketer. The people who win this seat are organizers and relationship-builders first with a good feel for storytelling. The marketing craft is learnable, and with today's AI tools it's learnable fast. Judgment, follow-through, and making a partner feel well taken care of are not. What does help is some familiarity with our world — family offices, wealth management, accounting, or fintech — so you can hold a conversation with a controller or an advisor early on. \n \n Read what follows as a starting point, not a box. You'll work directly with the CEO every day, and you'll own this function outright — the calendar, the relationships, the story we tell. The scope below is where we'd start. It will bend toward the right person's strengths, and it will grow as we grow. For someone who wants it, the ceiling is wherever you put it. \n Based in NYC, hybrid out of our DUMBO office. Roughly 8–12 trips a year. Reports to the CEO. \n \n What You'll Do \n\n • Events (~30%) — Own the annual calendar end to end: which events, the budget, logistics, sponsorship deliverables, booth and demo readiness, pre-event outreach, and post-event follow-up with Sales. Attend our top-tier events in person and report ROI per event.\n, • Partnerships (~20%) — Grow our relationships with our partners: Addepar, Aleta, MyFO, Asora, BILL, Ramp, FOX, FWA, Campden, industry associations, CPA/advisor networks. Run co-marketing (joint webinars, dinners, content) and keep partners informed on a regular cadence.\n, • Brand & Storytelling (~25%) — Find the stories worth telling and tell them well. Work with our founders and team to surface the point of view, client wins, and lessons from the family-office trenches that deserve an audience — then shape them into LinkedIn posts, talks, newsletters, and case studies that people in our world actually repeat. You'll own a recurring events newsletter, maintain client and partner pages on our website, grow our LinkedIn presence, and produce case studies and client testimonials. You'll also be the guardian of how SumIt shows up to partners and prospects — one consistent story across our sales decks, booths, collateral, and more.\n, • Sales Enablement (~15%) — Arm Sales and CS with one-pagers, leaflets, decks, and demo scripts; partner with Product on launch communications.\n, • Marketing Ops (~10%) — Own the marketing and events budget with an accountant's discipline: accurate forecasting, timely invoices, clean coding, monthly reporting. Keep lead sources tidy in HubSpot.\n\n \n Handled separately today, but yours if you want it: \n SEO and search content, our product newsletter, and website design. You'd be the point of contact for that work. If you have the chops and the appetite, there's room to bring in some of it and grow the role around it — that's a conversation we're happy to have from the start. \n \n Required \n\n • A relationship builder. You're at ease walking into a room full of strangers, you read it fast, and you leave with names, follow-ups, and people who want to hear from you again.\n, • You know how to dial professionalism up or down. A principal's dinner, a CPA roundtable, a Zoom with a partner's marketing team, and a Slack thread with our engineers each get the right register — and you switch between them without thinking.\n, • A feel for story and brand. You can find the angle in a client win or a founder's opinion and shape it into something people repeat. You notice when a deck, a booth, or an email is off-brand before anyone else does.\n, • Meticulous. Twenty events means a lot of commitments a year — you keep every one of them. Nothing gets dropped, nobody has to chase you, and the details are right the first time.\n, • Experience running events, programs, or budgets end to end — planning through follow-up, with real accountability for the outcome.\n, • Excellent writing. A crisp email to a managing partner, a warm one to a conference organizer, a LinkedIn post that sounds like a person rather than a press release.\n, • Daily AI user (Claude, ChatGPT) — and eager to use it to learn the parts of marketing you haven't done yet.\n, • Based in the NYC area.\n\n \n Preferred \n\n • Prior B2B marketing experience — events, content, email, website, or partnerships\n, • Some exposure to our space — family offices, wealth management, RIAs, accounting firms, or fintech\n, • Hands-on with HubSpot, a CMS (Webflow/WordPress), or email tools\n\n \n The SumIt Way \n We hire for the Ideal Team Player: smart, hungry, and humble. \n Smart means good judgment — you read the room, know when to go deep and when to move on, ask the right questions. Hungry means you care about outcomes, not job descriptions. Humble means low ego — you take feedback because it makes you better, you give credit freely, and you do whatever needs doing. \n Our culture is built on ownership, openness, and transparency. We share context freely. We don't have politics. We hold each other accountable with kindness. We care tremendously about our clients' work and our craft — and we know how to laugh at ourselves. \n \n Compensation \n\n • Base salary: $90K–$120K, depending on experience\n, • Equity: Meaningful equity grant\n, • Benefits: Standard package (health, dental, vision, 401k with automatic 3% contribution from the company)\n, • Time off: Unlimited PTO plus two company-wide breaks a year — one week at the end of August and one week at the end of December, when the whole team is off together\n\n \n We're looking for owners — people who want a real stake in what SumIt becomes. Ready to get on the rocket ship? \n \n Additional Job Application Terms \n \n This job is part of LinkedIn’s Full-Service Hiring beta program. Eligibility is limited to candidates located in and performing services in the United States, excluding those based in Alaska, Hawaii, Nevada, South Carolina, or West Virginia. \n \n We’re committed to making our hiring process as smooth and timely as possible, and we understand that waiting to hear back can add to the anticipation. If you’re a potential fit, our team will reach out within two weeks to progress you to the next stage. If you don’t hear from us in that time, we encourage you to explore other opportunities with our team in the future, and we wish you the very best in your job search.

Managing Director

5 days ago

New York

Managing Director – Software M&A Investment Banking \n Location: New York, NY \n Industry: Investment Banking / Software & Technology \n Firm: Middle-Market Investment Bank \n Employment Type: Full-Time \n \n About the Firm \n \n We are a leading middle-market investment bank focused on advising entrepreneurs, founders, private equity sponsors, and corporate clients on strategic transactions across the software and technology sectors. The firm provides M&A advisory, capital raising, strategic advisory, and other corporate finance services to companies ranging from emerging growth businesses to established middle-market enterprises. \n \n We are seeking an experienced Managing Director to join our New York team and play a senior leadership role in expanding the firm's software investment banking practice. \n \n Position Overview \n \n The Managing Director will be responsible for developing and maintaining senior-level relationships with software company executives, founders, private equity firms, strategic acquirers, and other institutional investors, while leading the origination and execution of M&A and strategic advisory transactions. \n \n The ideal candidate will be an established investment banking professional with a strong track record of originating and executing middle-market software transactions. This individual should possess significant industry relationships, a demonstrated ability to generate new business, and the judgment and leadership skills required to serve as a trusted advisor to CEOs, founders, Boards of Directors, and financial sponsors. \n \n This is a highly entrepreneurial opportunity for a senior banker who wants to have significant influence over the growth of a software-focused investment banking franchise. \n \n Key Responsibilities \n Business Development & Origination \n\n • Develop and execute a strategy to expand the firm's software M&A advisory business.\n, • Originate new M&A, capital raising, and strategic advisory opportunities through established relationships and proactive business development.\n, • Build and maintain relationships with software CEOs, founders, Boards of Directors, private equity sponsors, venture capital firms, family offices, and strategic acquirers.\n, • Identify companies and situations that may represent attractive M&A or financing opportunities.\n, • Lead pitches and presentations to prospective clients, including developing transaction strategies, valuation analyses, and marketing materials.\n, • Establish the firm as a trusted advisor to senior executives and owners of middle-market software businesses.\n, • Develop and maintain a robust pipeline of prospective transactions.\n\n Transaction Leadership \n\n • Serve as the senior banker and primary relationship manager on M&A and strategic advisory engagements.\n, • Lead transactions from initial client discussions and mandate through closing.\n, • Develop transaction strategy, positioning, valuation, buyer/investor identification, negotiation strategy, and overall process execution.\n, • Advise clients on valuation, transaction structure, strategic alternatives, and market dynamics.\n, • Lead negotiations with buyers, sellers, private equity sponsors, strategic acquirers, and other transaction counterparties.\n, • Maintain senior-level involvement throughout the transaction process while ensuring successful execution by the broader deal team.\n\n Team Leadership & Development \n\n • Lead and mentor Vice Presidents, Associates, Analysts, and other members of the investment banking team.\n, • Provide strategic direction and oversight on transaction execution.\n, • Review and provide guidance on financial models, valuation analyses, CIMs, management presentations, buyer lists, and other transaction materials.\n, • Recruit, develop, and retain high-performing investment banking professionals.\n, • Foster a collaborative, entrepreneurial, and high-performance culture within the software banking practice.\n\n Market & Industry Expertise \n\n • Maintain deep knowledge of the software and technology M&A landscape.\n, • Monitor transaction activity, valuation trends, financing markets, strategic buyers, private equity activity, and emerging subsectors within software.\n, • Develop differentiated perspectives and insights that can be used to advise clients and generate new business.\n, • Cultivate relationships with strategic and financial buyers to expand the firm's transaction network.\n\n Qualifications \n\n • 12+ years of investment banking experience, with significant experience at the senior banker level.\n, • Extensive experience advising software and technology companies on M&A and/or capital markets transactions.\n, • Demonstrated track record of originating and closing middle-market transactions.\n, • Strong existing relationships with software executives, founders, private equity firms, strategic acquirers, and other relevant market participants.\n, • Proven ability to independently generate and develop investment banking business.\n, • Strong understanding of software industry business models, including SaaS, recurring revenue models, vertical software, enterprise software, cybersecurity, fintech, and/or related technology subsectors.\n, • Exceptional financial, valuation, transaction structuring, and analytical skills.\n, • Strong understanding of the full M&A process, including business development, valuation, marketing, buyer outreach, due diligence, negotiations, and closing.\n, • Excellent written, verbal, presentation, and interpersonal communication skills.\n, • Demonstrated ability to lead and develop junior investment banking professionals.\n, • Bachelor's degree required; MBA or other advanced degree preferred.\n\n \n Preferred Experience \n Candidates with the following experience are particularly encouraged to apply: \n\n • Prior Managing Director, Senior Managing Director, or Partner-level experience at an investment bank or advisory firm.\n, • Significant experience executing transactions in the $50 million–$500 million+ enterprise value range.\n, • A substantial personal network of software executives, private equity sponsors, strategic buyers, and other institutional investors.\n, • Experience working with founder-owned and/or sponsor-backed software companies.\n, • Experience leading sell-side M&A transactions.\n, • Experience with cross-border software transactions is a plus.\n, • Existing software-sector franchise or demonstrated ability to build one.\n\n Compensation \n Competitive compensation package consisting of base salary, annual bonus, and significant performance-based incentive compensation, commensurate with experience, transaction production, and business development success. \n What We Offer \n\n • Opportunity to play a significant role in building and expanding a software-focused middle-market investment banking franchise.\n, • Meaningful autonomy and responsibility in business development and client relationships.\n, • Direct exposure to founders, CEOs, Boards of Directors, private equity sponsors, and strategic acquirers.\n, • Entrepreneurial environment with significant upside for successful senior bankers.\n, • Opportunity to lead high-profile M&A and strategic advisory transactions.\n, • Collaborative team environment with experienced investment banking professionals.\n\n \n

Director of Revenue Management

6 days ago

New York

SH Hotels & Resorts, an affiliate of global private investment firm Starwood Capital Group, is a hotel brand management company that operates 1 Hotels, Baccarat Hotels, Treehouse Hotels, and SH Collection properties. Leveraging its marketing, design, operational, and technological expertise, SH is the force behind some of the most groundbreaking and dynamic hotel brands in the world. \n The Revenue team for SH Hotels & Resorts is a group of driven problem solvers, the brightest of the bright who make it easy for everyone else to understand the daily operations of our hotel and its financial impacts. We are currently seeking a Director of Revenue Management. The Director of Revenue Management is responsible for developing and executing the hotel's comprehensive revenue strategy to maximize revenue, profitability, and long-term asset value while preserving the property's luxury positioning and guest experience. As a key member of the hotel's Commercial Leadership team, the Director of Revenue Management leads pricing, inventory, distribution, forecasting, and business mix strategies across all market segments, ensuring alignment with the hotel's commercial objectives and financial goals. \n Leveraging data analytics, market intelligence, and forward-looking demand insights, the Director of Revenue Management identifies revenue opportunities, anticipates market trends, and translates complex data into strategic recommendations that support decision-making by hotel leadership, ownership, and home office partners. The role is accountable for forecasting accuracy, revenue optimization, pricing strategy, distribution performance, and market share growth, while ensuring disciplined execution across all commercial channels. \n Working in close partnership with Sales, Marketing, Operations, Finance and Area Director of Revenue, the Director of Revenue helps shape and execute an integrated commercial strategy that drives total hotel performance. The role serves as a trusted advisor to the General Manager and Area Director of Revenue, presenting performance results, business risks, and strategic opportunities while influencing key commercial decisions that support both short- and long-term objectives. \n \n \n About you... \n Four-year college degree or equivalent combination of education and experience; or a min of 6 years similar experience in this or similar role. \n Prior experience and strong understanding of hospitality revenue management preferred. \n Experience with hotel property management systems, reservation systems and revenue management systems to forecast and implement optimal strategies preferred. \n Strong expertise in on demand trends and market conditions with ability to translate into revenue management strategies used to realize the maximum amount of revenue for the property. \n Comfortable with presenting strategy recommendations to Executive teams \n Flexible and willing to meet the demands of a 24-hour operation

Tax Expert - TurboTax Store (New York) (QUEENS)

4 days ago

QUEENS

Experienced Tax Expert – In-Store (QUEENS)

4 days ago

QUEENS

Experienced Tax Expert – In-Store (GREAT NECK)

4 days ago

GREAT NECK

Senior Tax Expert – Retail (GREAT NECK)

4 days ago

GREAT NECK

Retail Tax Expert (GREAT NECK)

4 days ago

GREAT NECK

Tax Accountant – Retail Location (QUEENS)

4 days ago

QUEENS

Tax Accountant – Retail Location (GREAT NECK)

4 days ago

GREAT NECK

Experienced Tax Expert – In-Store (BRONX)

4 days ago

BRONX

Tax Accountant - In-Store (BRONX)

4 days ago

BRONX

Business Tax Expert – TurboTax Store (New York) (NEW ROCHELLE)

3 days ago

NEW ROCHELLE

Tax Accountant - In-Store (YONKERS)

4 days ago

YONKERS

Licensed Tax Accountant – In-Store (YONKERS)

4 days ago

YONKERS

Business Tax Expert – TurboTax Store (New York) (BROOKLYN)

3 days ago

BROOKLYN

Financial advisor jobs in United States

Popular jobs searches in United States

Popular financial advisor jobs locations