Top Finance Jobs in NYC, NY

Manage asset allocation models and equity SMA strategies across client accounts. Monitor portfolio drift, cash needs, allocation tolerances, and investment guidelines; execute rebalancing and new-account implementation; maintain portfolio and account data; oversee UMA and custodial platforms; and improve portfolio management workflows, automation, scalability, and operational processes.

Prepare personal, fiduciary, S-corporation, partnership, private foundation, and gift tax returns; develop tax projections and related documentation; maintain client files; deliver accurate client work; respond to tax authorities; research regulations; and support quality control and client service activities.

Leads tax strategy, compliance, consulting, and client relationship management for high-net-worth individuals, partnerships, trusts, and closely held businesses. Supervises and develops tax staff, reviews returns and projections, manages tax and financial planning projects, supports business development, and presents strategic solutions. Requires strong technical tax research, communication, organization, and relationship-management skills, along with CPA or EA credentials.

The Senior Wealth Advisor leads a wealth management team, develops comprehensive financial strategies for clients, trains staff, and maintains client relationships.

Manages and implements options-focused investment strategies, monitors client accounts, researches holdings, develops tailored investment solutions, and executes trades across options, equities, and other asset classes. Responsibilities include portfolio rebalancing, account allocation, trade execution, process improvement, and communicating investment analysis and recommendations to advisors.

Supports portfolio accounting operations for alternative investments by processing investment documents, validating AI-extracted data, reconciling positions and valuations, maintaining fund and entity data, and resolving exceptions. Partners with advisors, investment operations, technology teams, fund administrators, and general partners to ensure accurate reporting and client records. Improves workflows, procedures, data integrity, and spreadsheet-based operating tools.