Banking And Financial Services Jobs in Java Center New York

1,971 positions found

Financial Services - Global Compliance and Reporting - Real estate -Tax Services Manager-EDGE
✦ New
🏢 EY
Salary not disclosed
New york city, NY 1 day ago
Financial Services - Global Compliance And Reporting - Real Estate - Tax Services Manager-EDGE

Location: Anywhere in country.

At EY, we're all in to shape your future with confidence.

We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.

EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry the Financial Services Organization (FSO). Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and secure. If you have a passion for rallying together to solve complex challenges, then come join our dynamic FSO team!

Our Financial Services EY EDGE practice is made up of a team of professionals providing dedicated tax technical services to both US and global clients. EDGE stands for Exceptional Delivery and Growth Engine because this team operates in a technical environment with deep process and service delivery experience that distinguishes EY in the marketplace.

The opportunity

EY's FSO EDGE Real Estate, Hospitality and Construction (RHC) practice provides comprehensive and specialized tax assistance tailored to the unique needs of our clients. You will work alongside our practice office professionals who are knowledgeable and experienced in a wide range of tax areas, processes, and compliance.

Your key responsibilities

A Services Manager in FSO EDGE RHC will be responsible for delivering and managing tax compliance and consulting work for clients. The objective is to recognize and identify problem areas and items that need to be addressed or escalated to ensure partnership taxation, REITs taxation and qualification, partnership allocations, and tax compliance are timely and accurately completed. You will work alongside practice office professional serving clients, based on their time demands, as one team.

Responsibilities include

  • Consult with clients and demonstrate professional discretion by appropriately escalating complex tax and client relationship matters to senior management and subject-matter professionals, coordinating efforts, and managing expectations about timing of response and resolution
  • Deliver and manage compliance and consulting delivery services to meet deadlines for client deliverables
  • Ability to lead projects and work independently, with guidance in only the most complex situations
  • Incumbent has specialized depth and/or breadth of expertise
  • Support effective long-term client relationships by demonstrating your knowledge of the real estate, hospitality, and construction industry. communications with client tax liaisons, client administration teams, and client trust officers to gather required information, to share information to support informed decision-making, and obtain instruction or authorization necessary for timely, accurate production of tax information statements, tax returns and related reporting
  • Manage engagement deliverables and team resources to achieve timely and accurate delivery of tax compliance services while effectively managing engagement economics
  • Advise and provide direction on complex tax matters, set expectations, coordinate daily work activities, and assign tasks to staff and seniors.
  • Review and evaluate the work of staff members to ensure accuracy, completeness, and compliance with relevant tax laws and regulations
  • Provide effective leadership, formal and informal feedback, and coaching to team members

Skills and attributes for success

  • Ability to recognize and identify problem areas that need to be addressed or escalated to ensure tax returns, tax research, tax accounting and other tax projects are timely and accurately completed
  • Experience presenting in client conversations regarding complex or difficult topics
  • Ability to break down complex tax projects into manageable components, analyze relevant information, and formulate client-centric solutions that comply with relevant laws and regulations
  • Ability to manage multiple work assignments, team members and deadlines simultaneously

To qualify for the role you must have

  • Bachelor's degree in Accounting, Finance, Business Administration, Tax, Law, or Economics
  • Minimum of 5 years of experience in a professional services or tax services organization in the financial services industry
  • Broad exposure to real estate tax technical and transaction skills, including partnership taxation, REITs taxation and qualification, partnership allocations, tax compliance, due diligence, acquisition/disposition planning and structuring
  • Experience managing budgets, people, and projects
  • Excellent teaming, leadership, organizational, and verbal/written communication skills
  • Certified Public Accountant (CPA), Enrolled Agent (EA) or licensed attorney

What we look for

We're interested in tax professionals with a genuine interest in providing outstanding services to some of the world's most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you'll use your experience and status as a trusted advisor to maintain and further our reputation for excellence.

At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams.

We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 60% of the time over the course of an engagement, project or year.

Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.

Are you ready to shape your future with confidence? Apply today. EY accepts applications for this position on an on-going basis.

Not Specified
Analyst, Investment Banking
Salary not disclosed
New York, NY 2 days ago

Job Description:

Overview:

We don't simply hire employees. We invest in them. When you work at Chatham, we empower you - offering professional development opportunities to help you grow in your career, no matter if you've been here for five months or 15 years. Chatham has worked hard to create a distinct work environment that values people, teamwork, integrity, and client service. You will have immediate opportunities to partner with talented subject matter experts, work on complex projects, and contribute to the value Chatham delivers every day.

Chatham is looking for an Analyst to join its Investment Banking team, which provides strategic finance advisory and transaction execution services across a comprehensive range of debt, securitization, and equity capital to companies across all sectors. The team is comprised of capital markets experts who help clients raise capital, solve complex financing challenges, and achieve the best capital markets outcomes.

The ideal Analyst candidate will be intellectually curious with a willingness to work hard, learn quickly, and is process-oriented with strong attention to detail. A successful candidate will thrive in a collaborative environment, have excellent communication skills, and bring prior investment banking or financial services experience to contribute from day one.

In this role you will:

  • Support the execution of live transactions and client mandates
  • Prepare presentation materials for clients and prospects
  • Research various industries, companies and market trends
  • Analyze financial statements and corporate SEC filings
  • Manage internal proprietary databases to support internal and client decision making
  • Assist in executing transactions, including due diligence and coordinating with external parties and client teams
  • Other duties and projects as assigned

Your impact:

In contributing to a myriad of projects, the Investment Banking Analyst will enable the greater Capital Advisory team to provide unparalleled capital markets expertise and exceptional client service. The analyst will work under the guidance of the Investment Banking Associates to support all functions of the team, giving this position the opportunity to grow and hone a variety of banking skillsets.

Contributors to your success:

Ideal candidates have at least 1 year in an investment banking, debt capital markets, or a related financial services role and

  • Strong interpersonal, verbal, and written communication skills
  • Self-starter mentality with superior work ethic and the ability to learn new concepts quickly
  • Ability to effectively manage of multiple workstreams while ensuring a high level of accuracy
  • Superior analytical and technical capabilities
  • Advanced proficiency in Microsoft Excel and PowerPoint
  • Familiarity with major data services (Bloomberg, Pitchbook, Capital IQ, etc.)
  • Previous experience in credit or financial statement analysis
  • The ability to work with large amounts of data and understand causal relationships
  • Willingness to obtain, or have obtained, FINRA registration (Series 79)

About Chatham Financial:

Chatham Financial is the largest independent financial risk management advisory and technology firm. A leader in debt and derivative solutions, Chatham provides clients with access to in-depth knowledge, innovative tools, and an incomparable team of over 700 employees to help mitigate risks associated with interest rate, foreign currency, and commodity exposures. Founded in 1991, Chatham serves more than 3,500 companies across a wide range of industries - handling over $1 trillion in transaction volume annually and helping businesses maximize their value in the capital markets, every day. To learn more, .

Chatham Financial is an equal opportunity employer.

Not Specified
Administrative Assistant -Financial Services Firm - $65k to $100K
Salary not disclosed
New York, NY 3 days ago

Executive Assistant


Finance and Investment firm is looking for an experienced Executive Assistant. In this role, the Executive Assistant will provide comprehensive Administrative assistance to a Senior Executive and his team. This position is 4 days in office and 1 day work from home.


Responsibilities Include:

  • Provide comprehensive administrative support
  • Coordinate complex, senior-level internal/ external meetings and conference calls
  • Handle a high volume of phone calls and interacts with high level business leaders in a professional and effective manner
  • Prepare presentations and other materials for meetings
  • Maintain complex and extremely detailed calendars and prioritizes meeting requests and related logistics
  • Coordinate domestic travel arrangements
  • Process and track expense reports
  • Personal assistant tasks as needed


Qualifications Include:

  • Bachelor's Degree preferred
  • Minimum of 4 years of administrative experience
  • Requires excellent interpersonal and communication skills
  • Ability to maintain high standards despite pressing deadlines
  • Demonstrates high degree of integrity and confidentiality
  • Strong organizational skills
  • Team player with a positive attitude
  • Strong proficiency in MS Word, Excel, PowerPoint and Outlook
Not Specified
Executive Assistant -Financial Services Firm - $90k to $125K+ BONUS!
✦ New
🏢 CitiStaffing
Salary not disclosed
New York, NY 5 hours ago

Executive Assistant


Finance and Investment firm is looking for an experienced Executive Assistant. In this role, the Executive Assistant will provide comprehensive Administrative assistance to a Senior Executive and his team. This position is 4 days in office and 1 day work from home.


Responsibilities Include:

  • Provide comprehensive administrative support
  • Coordinate complex, senior-level internal/ external meetings and conference calls
  • Handle a high volume of phone calls and interacts with high level business leaders in a professional and effective manner
  • Prepare presentations and other materials for meetings
  • Maintain complex and extremely detailed calendars and prioritizes meeting requests and related logistics
  • Coordinate domestic travel arrangements
  • Process and track expense reports
  • Personal assistant tasks as needed


Qualifications Include:

  • Bachelor's Degree preferred
  • Minimum of 4 years of administrative experience
  • Requires excellent interpersonal and communication skills
  • Ability to maintain high standards despite pressing deadlines
  • Demonstrates high degree of integrity and confidentiality
  • Strong organizational skills
  • Team player with a positive attitude
  • Strong proficiency in MS Word, Excel, PowerPoint and Outlook
Not Specified
Technology, Service Desk Associate
🏢 BTIG
Salary not disclosed
New York, NY 3 days ago

Job Purpose:

Seeking a Desktop Support Specialist to join the Technology team in New York. This individual will be responsible for both remote and in person support for all Employees. Duties include documenting, triaging, investigating, and resolving issues reported to the Service Desk. The Desktop Support Specialist will work closely with other teams within the technology department to understand the impact and root cause of issues. The successful candidate must be able to communicate clearly and concisely, particularly when under pressure.  Technical proficiency, excellent problem-solving skills, professionalism, and solid communication skills are a must. The support specialist will also need to be comfortable working in a fast -paced environment with a demanding user base and should be passionate about delivering continuous improvement across our technology platform.   

Duties & Responsibilities:

•    Serve as the first point of contact for customers needing technical assistance.   
•    Must work East Coast Market hours 
•    Manage trouble calls via our ticketing system, phone, remote, and desk side visits to ensure courteous, timely, and effective resolution of end user issues  
•    Troubleshoot hardware, Windows 10, Windows 11 and application issues 
•    Install and upgrade software, setup hardware and configure systems and applications such as MS Office, One Drive, Zoom, softphones, turrets, printers, scanners, bio metric, data encryption, VPNWIFI configuration, and firmware updates for deskside equipment such as Cisco phones  
•    Install and manage Spyware/Malware tools  
•    Install and support Market Data Feeds, Bloomberg, Thomson Reuters, ICE, Fidessa, Redi+, Fidessa and Global Relay  
•    Provide first level network support and troubleshooting for both wireless and wired configurations   
•    A basic understanding of Active Directory at the Organization Unit level   
•    Troubleshoot Cisco Phone systems / Video conference  
 

Requirements & Qualifications:

   Minimum 2-4 years of general IT Support with extensive customer-facing experience, would prefer the person to have trading desk support. 
•    Experience with incident management/ticketing system like ServiceNow 
•    Proficiency in current protocols, operating systems and standards including Windows 10, Windows 11, Microsoft/Office 365 
•    Experience with System Center Configuration Manager/Endpoint Manager 
•    Experience with patch management and application deployment 
•    Expertise troubleshooting, resolving, and supporting desktops, laptops, applications, hard phones and WIFI devices  
•    Ability to thrive in a fast-paced environment and work effectively under pressure 
•    Experience providing ongoing support to C-suite executives 
•    Experience working in a similar role at a brokerage firm, private equity, hedge fund, asset management firm, or investment bank preferred 
•    High school degree required; college degree strongly preferred 
•    Must be willing to get MS900 certification 

Important Notes:

  • Must be authorized to work full time in the U.S., BTIG does not offer sponsorship for work visas of any type
  • No phone calls please, the applicant will be contacted within two weeks if successful

About BTIG:

BTIG is a global financial services firm specializing in institutional trading, investment banking, research and related brokerage services. With an extensive global footprint and more than 700 employees, BTIG, LLC and its affiliates operate out of 20 cities throughout the U.S., and in Europe, Asia and Australia. BTIG offers execution, expertise and insights for equities, equity derivatives, ETFs and fixed income, currency and commodities. The firm’s core capabilities include global execution, portfolio, electronic and outsource trading, investment banking, prime brokerage, capital introduction, corporate access, research and strategy, commission management and more.
 
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status. BTIG is an equal opportunity employer Minorities/Females/People with Disabilities/Protected Veterans/Sexual Orientation/Gender Identity.

 

Compensation: 

  • BTIG offers a competitive compensation and benefits package. Salary range is based on a variety of factors including, but not limited to, location, years of applicable experience, skills, qualifications, licensure and certifications, and other business and organization needs.
  • The current estimated base salary range for this role is $85,000.00 - $115,000.00 per year. Please note that certain positions are eligible for additional forms of compensation such as discretionary bonus or overtime. 

 

Disclaimer:   

Not Specified
Commercial Banking Officer - Syracuse Region
Salary not disclosed
Dewitt, NY 3 days ago
Overview

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.

Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.

To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.


Responsibilities

A Commercial Banking Officer will perform a variety of duties to meet the commercial service needs of business customers and will include some lending authority. This position requires an employee able to develop new business relationships with prospective customers and maintain continuous business relationships with present customers. A valid drivers license is required.

  • Solicit new business from present and prospective customers
  • Maintain ongoing business relationships with present customers in order to take advantage of additional cross-selling opportunities
  • Provide sales information on a timely basis in order that this information may be included as part of customer service and sales performance reports
  • Monitor individual sales performance versus objectives on a regular basis and discuss performance with appropriate supervisor on a frequent basis
  • Serve as a member of the Bank's sales team (e.g., Branch Manager) and make group sales calls where these types of calls will improve the opportunity for new business development
  • Maintain a thorough knowledge of the features and benefits of all bank commercial products and services in order to ascertain customer needs and to sell in conjunction with these needs
  • Provide direct service to commercial customers of the bank with respect to deposit, loan, and other miscellaneous products and services
  • Approve or reject loan applications within individual lending authority
  • Assist customers in obtaining specialized services from other bank departments as necessary and provide help to customers with specific inquiries or service problems
  • Maintain a working knowledge of bank operating policies and procedures which impact commercial services
  • Prepare and maintain accurate records of all customer service calls and meetings made with present and prospective customers
  • Provide quality service to internal and external customers
  • Demonstrate cooperative efforts in working with other departments and within own department
  • Jointly establish annual quantitative customer service and sales objectives with assigned supervisor; this activity to be integrated with the Commercial Lending Department's annual operating plan
  • Comply with established operating policies and procedures in order to maintain adequate controls and to support the Bank's adherence to outside regulatory requirements
  • Communicate with management and staff personnel in order to integrate goals and activities
  • Respond to inquiries relating to his/her particular area, or to requests from other bank personnel, customers, etc., within given time frames and within established policy
  • Maintain appropriate records and provide assigned reports.
  • Monitor and review accounts for appropriate risk rating to avoid risk rating changes by loan review, the Office of Comptroller of Currency (OCC) and other loan review processes.
  • Provide guidance, on-the-job training and technical assistance to Commercial Loan Officers 1(s) and 2(s)
  • Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner.

  • Perform other related duties as assigned or directed

Qualifications

  • Ideal candidate should have a minimum five (5) years experience in related positions.
  • B.S. or B.A. Degree in a related field preferred
  • Specialized banking education and training
  • A valid drivers license is required.
  • Proficient reading, writing, grammar and mathematic skills
  • Proficient interpersonal relationship, communication and sales skills
  • Thorough knowledge of the features and benefits of all bank commercial products and services
  • Working knowledge of bank operating policies and procedures which impact commercial services
  • All applicants must be 18 years of age or older.

Other Job Information

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.


Minimum

USD $92,000.00/Yr.
Maximum

USD $160,592.00/Yr.
Not Specified
Transaction Banking Services Attorney, Vice President
✦ New
🏢 MUFG
Salary not disclosed
New York 1 day ago

Transaction Banking Services Attorney

MUFG seeks an attorney to join MUFG's legal team to support the Transaction Banking line of business. This attorney will provide support to Transaction Banking's Cash Management Services divisions. The Cash Management business provides cash and treasury management and related services (depository, payables, receivables, and corporate card services). Transaction Banking's customers include corporations, financial institutions, not-for-profit organizations, foundations, insurance companies, and mutual funds.

Major Responsibilities:

  • Provide legal counsel to senior management, relationship management, sales, product management, business controls, client onboarding, and support teams to assist with the development and delivery of Cash Management services provided to the Bank's multinational, institutional and domestic clients.
  • The position requires experience supporting several (but not necessarily all) of the following products/services:
  • Cash Management Services, including deposit services, related to funds transfers (ACH, wire transfers, real-time payments, and checks), lockbox, FX, liquidity management, online banking, data reporting products, and payables and receivables solutions.
  • Global Cash Management
  • Commercial Card Services
  • Liaise with and support senior business executives
  • Review, draft, and negotiate customer agreements
  • Draft, negotiate and advise on a range of corporate banking agreements such as referral agreements, control agreements and NDAs.
  • Draft new legal agreements, forms and templates for new products and update existing documentation for evolving domestic and global product suite
  • Provide legal guidance and advice to business divisions for the development and/or modification of products and services, including payment systems and operations
  • Assist with preparation of responses to requests for proposals (RFPs)
  • Partner with Risk, Compliance, Data Protection & Privacy, Vendor/Sourcing and other internal subject matter experts to guide the business on internal policies and procedures
  • ·Consult and collaborate with other MUFG in-house attorneys globally, serving as a consultative resource to MUFG Legal Department colleagues.

Minimum Experience and Qualifications:

  • You have a minimum of 3-5 years' experience either as in-house counsel with a bank, or experience with a law firm, providing advice to banks on several (but not necessarily all) of the above-referenced Cash Management products and services;
  • You are a member of the New York bar or otherwise qualified to practice law in New York as in-house counsel;
  • You have experience in cash management products and services;
  • You have a proven ability to provide counsel and guidance on matters ranging from complex legal questions to routine day-to-day legal matters;
  • You possess strong contract negotiating skills;
  • Excellent issue spotting, risk assessment and problem solving skills;
  • You are flexible and adaptable to changing priorities and deadlines and are able to handle several priorities
  • You show Initiative, are a strategic thinker and have good judgment; you possess the ability to influence, interact with and advise senior executives, build trusted relationships with clients and colleagues, and you deal constructively with conflict;
  • You possess a strong work ethic, are a self‐starter, and have a reputation for timely transaction execution and comfortable in a fast‐paced environment.

Additional Experience with any of the following areas is preferred but not required:

  • Experience with respect to secured and unsecured bilateral credit facilities, letters of credit and other various credit products, such as direct lending facilities, cross-border lending, and middle market lending.
  • Support of trade finance activities, including review of letters of credit, receivables purchase facilities, and/or participation agreements.

The typical base pay range for this role is between $200K - $225K depending on job-related knowledge, skills, experience, and location. This role may also be eligible for certain discretionary performance-based bonus and/or incentive compensation. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. For more information on our Total Rewards package, please click the link below.

MUFG Benefits Summary

Not Specified
Quantitative Developer - Financial Software Services - NYC
Salary not disclosed
New York, NY 4 days ago

Our client, a Software Development firm for Hedge Funds and Prop Traders, is looking for a Quantitative Developer to expand their cross-asset product, collaborating with other developers, as well as directly with clients to build frameworks.
You'll benefit from:

  • Competitive compensation (incl. 401k, healthcare etc.)
  • Hybrid office working
  • Connecting within a talented team of developers


The successful candidate will need:

  • Extensive experience developing (production) code
  • 3+ years Python experience
  • Knowledge with one or more financial asset class (e.g FX, Equities)
Not Specified
Print Services Specialist
✦ New
Salary not disclosed
New York, NY 5 hours ago

The Print Services Lead is responsible for delivering exceptional customer service, ensuring high‑quality production, and driving operational excellence within a fast‑paced print services environment. This role oversees daily operations, manages workflow, provides technical print expertise, and supports the development of team members.


Key Responsibilities

Deliver exceptional customer service while maintaining a strong focus on quality and efficiency.

Prioritize, assign, and oversee incoming work requests to ensure timely completion.

Schedule print jobs and perform quality reviews to ensure accuracy and adherence to specifications.

Manage all print and bindery operations, ensuring cost‑effective and efficient production.

Provide professional print guidance, including recommendations, due‑date negotiation, conflict resolution, and accurate job estimates.

Troubleshoot and resolve operational challenges and day‑to‑day issues as they arise.

Perform routine preventative maintenance on print equipment.

Monitor and manage inventory of supplies and print materials to prevent operational disruptions.

Identify, recommend, and implement process improvements to reduce waste and increase productivity.


Administrative & Compliance Responsibilities

Support administrative functions such as scheduling, billing, and reporting.

Ensure adherence to operational policies, procedures, and compliance requirements.

Maintain confidentiality and always uphold organizational standards.

Not Specified
Banking & Capital Markets Tax Director
✦ New
Salary not disclosed
New york city, NY 1 day ago
Director, Financial Services Tax Team

At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions. Those in tax compliance at PwC will focus on validating clients' compliance with tax laws and regulations. You will review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising risks of non-compliance.

Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength.

Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:

  • Lead in line with our values and brand.
  • Develop new ideas, solutions, and structures; drive thought leadership.
  • Solve problems by exploring multiple angles and using creativity, encouraging others to do the same.
  • Balance long-term, short-term, detail-oriented, and big picture thinking.
  • Make strategic choices and drive change by addressing system-level enablers.
  • Promote technological advances, creating an environment where people and technology thrive together.
  • Identify gaps in the market and convert opportunities to success for the Firm.
  • Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements.

The Opportunity
As part of the Financial Services Tax team you are expected to lead the way as technology-enabled tax advisors who provide benefits through digitization, automation, and increase efficiencies. As a Director you are expected to set the strategic direction, lead business development efforts, and oversee multiple projects while maintaining impactful executive-level client relations. You are expected to provide exceptional technical knowledge and specialization, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients' needs.

Responsibilities
- Set the strategic direction for the Financial Services Tax team
- Lead business development initiatives to drive growth
- Oversee multiple projects maintaining quality delivery
- Maintain executive-level client relationships
- Provide technical knowledge and industry insights
- Foster a culture of digitization and automation
- Equip professionals to succeed in complex transactions
- Leverage One Firm knowledge to address client needs

What You Must Have
- Bachelor's Degree in Accounting
- 6 years of experience
- CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity

What Sets You Apart
- Considerable knowledge of tax issues in banking industry
- Considerable knowledge of public accounting practices
- Significant technical skills including FAS 109 and FIN 48
- Identifying and addressing client needs
- Developing and sustaining meaningful client relationships
- Preparing and presenting complex written and verbal documents
- Leading teams to generate a vision and establish direction
- Utilizing automation and digitization in professional services
- Evaluating and negotiating new and existing contracts

Travel Requirements
Up to 20%

Not Specified
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