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Top Tech Jobs & Startup Jobs in NYC, NY
Consulting • Financial Services
Lead private client tax services, manage client relationships and staff, meet billing and business development targets, ensure quality control, and serve as a technical tax advisor while supporting practice growth and firm objectives.
Consulting • Financial Services
Lead buy- and sell-side M&A tax engagements including tax due diligence, federal tax interpretation, reporting findings, deal-structuring advice, engagement management, project review, client executive interfacing, and developing client relationships while managing multiple projects and mentoring team members.
Top Skills:
ExcelMS OfficePowerPoint
Consulting • Financial Services
Supervise audit engagements end-to-end, ensuring quality, timeliness, and budget adherence. Perform financial statement analysis, internal control assessments, GAAP/IFRS compliance, audit planning, risk assessment, workpaper review, and regulatory compliance. Use audit software and ERP systems and oversee team audit deliverables while developing industry expertise.
Top Skills:
CasewareCch ProsystemsErp SystemsExcelTeammate
Consulting • Financial Services
Provide client services for global information reporting (FATCA, CRS): register entities for GIINs, prepare IRS forms, monitor client inboxes, solicit investor W-9/W-8/CRS forms, maintain contact trackers, attend trainings, and complete special projects.
Top Skills:
Cayman Ditc PortalIrs Fatca Registration System
Consulting • Financial Services
Coordinate, edit, and produce proposals, RFP responses, and presentations. Manage RFP intake, schedules, compliance tracking, content collection, version control, and review cycles. Maintain content libraries, templates, and checklists. Proofread, format, and ensure brand consistency. Support meetings, deliverable tracking, and collaboration with sales, marketing, and solution teams. Use document and collaboration tools and travel as needed.
Top Skills:
Collaboration PlatformsExcelMicrosoft PowerpointMicrosoft Word
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Consulting • Financial Services
Lead and build a high-growth AI sales organization as a player-coach: manage Senior Account Executives, drive revenue and pipeline, support complex pursuits, enforce CRM and forecasting discipline, recruit and develop talent, and collaborate with marketing, alliances, and delivery teams to scale AI consulting and managed services.
Top Skills:
AICloudCRMCybersecurityData
Consulting • Financial Services
Manage and grow client relationships through regular communication, issue resolution, account planning, renewals, and upsell opportunities. Coordinate internal teams, maintain CRM records, produce account reports, and provide strategic guidance and thought leadership to support retention and business growth.
Top Skills:
Crm Systems
Consulting • Financial Services
Sell AI advisory and transformation services by prospecting, building executive relationships, managing opportunities, and closing complex six- and seven-figure engagements. Position AI strategy, governance, Copilot, data optimization and collaborate with delivery teams to develop proposals, presentations, and executive business cases while meeting quotas and maintaining pipeline and forecasting.
Top Skills:
AIData OptimizationData-Driven TransformationGenerative AiIntelligent AutomationMicrosoft Ai EcosystemMicrosoft Copilot
Consulting • Financial Services
Lead and manage multiple financial due diligence engagements for buy- and sell-side transactions, perform in-depth financial and business analysis, identify risks and valuation implications, oversee deliverables, liaise with clients and targets, and mentor engagement team members.
Top Skills:
ExcelMS OfficeMicrosoft OutlookMicrosoft PowerpointMicrosoft Word
Consulting • Financial Services
Provide remote technical support to branches and remote users: diagnose and resolve video/phone/access/connectivity issues, handle password resets, follow knowledge base, document incidents, analyze trends, prioritize and escalate as needed.
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