What Jobs are available for Prudential Financial in Newark?

You are strategic, resilient, engaging with people, and a natural self-starter. You have a passion for solving complex problems. Years of expertise in a combination of information technology, retail banking, wealth management, asset management, and capital markets. If this sounds like you, this could be the perfect opportunity to join EPAM as a **Senior Director, Account Management (Financial Services)** . Scroll down to learn more about the position's responsibilities and requirements.
Req.#
**Responsibilities**
+ Create business strategies to successfully achieve client business goals
+ Be a Consultative Account Manager or Client Partner for EPAM clients that are regional and multinational banks, wealth managers, asset managers, payment providers, and FinTechs
+ Leverage your Industry Knowledge, Experience, and thought leadership to envision how technology can transform our customers' business to drive higher levels of customer experience and engagement
+ Serve as an expert business and/or tech consultant in one or more of the following areas: retail banking, wealth management, asset management, or capital markets
**Requirements**
+ 10+ years of experience in P&L, Sales, Account Management roles
+ 10+ years of experience working in and/or consulting for retail banks, investment banks, wealth managers, or asset managers
+ 5+ years of demonstrated track record of developing and growing client relationships and leading teams delivering end-to-end IT professional services
+ Experience and ability to sell software engineering services (cloud, analytics, digital engagement, etc.)
+ Executive Presence, Exceptional leadership/management skills, Excellent Oral and Written communication skills, Confident Presentation skills
**We offer**
+ Medical, Dental and Vision Insurance (Subsidized)
+ Health Savings Account
+ Flexible Spending Accounts (Healthcare, Dependent Care, Commuter)
+ Short-Term and Long-Term Disability (Company Provided)
+ Life and AD&D Insurance (Company Provided)
+ Employee Assistance Program
+ Unlimited access to LinkedIn learning solutions
+ Matched 401(k) Retirement Savings Plan
+ Paid Time Off
+ Legal Plan and Identity Theft Protection
+ Accident Insurance
+ Employee Discounts
+ Pet Insurance
+ Employee Stock Purchase Program
EPAM is a leading global provider of digital platform engineering and development services. We are committed to having a positive impact on our clients, our employees, and our communities. We embrace a dynamic and inclusive culture. Here you will collaborate with multi-national teams, contribute to a myriad of innovative projects that deliver the most creative and cutting-edge solutions, and have an opportunity to continuously learn and grow. No matter where you are located, you will join a dedicated, creative, and diverse community that will help you discover your fullest potential.Engineer the Future with a Career at EPAM ( visa sponsorship is not available for this position.
EPAM Systems, Inc. is an equal opportunity employer. We recognize the value of diversity and inclusion in creating success for our customers, business partners, shareholders, employees and communities. We are committed to recruiting, hiring, developing and promoting employees without discrimination. As a global employer, this commitment includes complying with all laws in the countries in which we operate. Nevertheless, we believe equal employment practices should not be limited to what the law requires. Equal opportunity and inclusion are essential to motivate, empower and recognize the best in everyone.
At EPAM, employment actions are based on individual qualifications, without regard to race, color, religion, creed, gender, pregnancy status, sexual orientation, gender identity, gender expression, marital or familial status, national origin, ancestry, genetics, age, disability status, veteran status, citizenship status when otherwise legally able to work, or any other characteristic protected by law.

Job Description

Job Description

Benefits:

• 401(k) matching
• Bonus based on performance
• Training & development

Position Overview

State Farm Insurance Agent located in Newark, DE is seeking an outgoing, career-oriented professional to join their team. As a State Farm team member for Shannon Clark - State Farm Agent, you will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance.

Responsibilities

• Use a customer-focused, needs-based review process to educate customers about insurance options.
• Work with the agent to establish and meet marketing goals.
• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
• Work with the agent to identify and support local community events in our market.

As an Agent Team Member, you will receive.

• 401K
• Salary plus commission/bonus
• Health benefits
• Paid time off (vacation and personal/sick days)
• Flexible hours
• Valuable experience
• Growth potential/Opportunity for advancement within my agency
• Hiring Bonus in the range of $500 - $2500

Requirements

• Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
• Successful track record of meeting sales goals/quotas preferred
• Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams
• Self-motivated
• Detail oriented
• Ability to make presentations to potential customers
• Property and Casualty license (must be able to obtain)
• Life and Health license (must be able to obtain)

If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.

This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.

**Requisition:** 82848
**PSEG Company:** PSEG Services Corp.
**Salary Range:** $ 57,800 - $ 86,600
**Work Location Category:** Hybrid Flexible
We're one of the country's largest energy companies, with a vision of powering a future where people use less energy, and it's cleaner, safer and delivered more reliably than ever. We're also deeply connected to the communities we serve, with more than 13,000 employees working together to support our customers and make a difference every day.
Here, you'll have the stability and exciting opportunities that come with being a Fortune 500 company - along with a supportive, friendly work environment where your contributions are valued.
We know life isn't one-size-fits-all, and neither is work. That's why we offer flexible work options depending on the role.
In support of this model, roles have been categorized into one of three work location categories:
1. Onsite - roles where employees are expected to be onsite daily.
2. Hybrid fixed - roles that are a mix of remote work and onsite work fixed days each week
3. Hybrid flexible - roles that are a mix of remote work and onsite work, but the onsite requirements have greater flexibility. (i.e. 5-8 days a month vs. set days each week).
As an employee, if you are regularly scheduled to work 20 or more hours per week, you will have access to a wide range of comprehensive benefits from day one, designed to support your total well-being: medical, dental, vision, parental leave and family leave programs, behavioral health programs, 401(k) with company match, life insurance, tuition reimbursement, and generous paid time off.
More than 13,000 people already call PSEG their work home, taking pride in providing safe, reliable service to millions of customers. If you're looking for a place where you can build a meaningful career and help power and support our communities, we'd love to welcome you to the team.
PSEG is not offering visa sponsorship for this position.
**Job Summary**
This is a "Project" position designed to support project work for a limited duration. While the exact duration of the project is yet to be determined, we currently anticipate a period of 3-5 years based on business needs at the present time following which you will separate from the Company. It is important for you to understand that this period may be shortened based on business needs in the future at which point you will separate from the Company. It is also important for you to understand that this employment is of a limited duration and that you will not be entitled to separation benefits under any PSEG plan at the time you separate from the Company. Director Level approval and waiver will be required for you to bid on other PSEG opportunities within the first 3 years of assignment. From year 4 through the end of your assignment, Director level approval and waiver will not be required. If your assignment ends prior to the anticipated timeframe based on business needs, you will be allowed to bid on other PSEG opportunities without Director level approval from the time you are notified your assignment will be ending through the end date of the assignment.
This position is responsible to assist providing timely, accurate and relevant financial and operating information to Services Corporation Leadership, Department Leaders, and clients to enable strategic decision-making. Ensuring integrity, audience appropriateness and completeness of financial information. Provides interpretation and insight of financial performance metrics and the impact on the Service Corporation's Departments and client's year-end financial performance. Identifying, developing, and implementing continuous process improvement opportunities.
**Job Responsibilities**
+ Support SC Finance though the creation of profit center validation reports, invoices, and ad hoc analysis; offer guidance and suggestions in presenting business information and associated metrics. Complete analysis of the Service Company's monthly billings, expense, and residual variances.
+ Develop and maintain analytical and processing tools, spreadsheets, upload programs and databases to ensure financial data integrity, facilitate cost planning, and enhance overall use of SAP.
+ Support end-to-end annual planning process; Provide support to departments in the monthly billing and master data process; Provide technical support and guidance in the completion of department planning in PCM.
+ Support departments in ongoing use of the CPI/BW system.
+ Assist preparing supporting documentation official responses to interrogatories in support of Affiliate Standards audit, Rate Cases, and other audit requests.
**Job Specific Qualifications**
+ Bachelor's in finance, accounting, or engineering or related field.
+ Demonstrated financial analysis and problem-solving skills.
+ Ability to apply managerial accounting concepts and explain information to associates with financial and non-financial backgrounds.
+ Proficient in financial systems and PC applications (MS Office Suite, e.g., Excel, Word, PowerPoint, Outlook).
+ Desire to be challenged, expand professional knowledge and take on more responsibility over time.
+ Ability to deliver timely and accurately, clear concise and appropriate to audience information.
+ Department of Energy's regulation 10 CFR 810 is required
**Desired:**
+ Prior shared services experience
+ Solid written and verbal communication skills with all levels of management
+ Ability to manage multiple tasks.
+ Ability to develop creative solutions.
+ Two years financial analysis experience
+ Knowledge in use and application of SAP planning tools, models, techniques and processes
Some positions at PSEG require access to information covered by the Department of Energy's regulation 10 CFR 810 (Part 810). If applicable, the successful applicant must prove they are: (1) a citizen or national of the USA; OR (2) a lawful permanent resident of the United States (Non-Conditional Permanent I-551 / Green Card / Permanent Resident Card holder); OR (3) a citizen, national, or permanent resident of a "Generally Authorized" destination on the attached list ( At PSEG/AppendixAtoPart810_ Title10) not also a citizen, national, permanent resident of any country not listed; OR (4) a "Protected Individual" under the Immigration and Naturalization Act (8 U.S.C 1324b(a)(3)).
As an employee of PSEG, you should be aware that during storm restoration efforts, you may be required to perform functions outside of your routine duties and on a schedule that may be different from normal operations.
For all roles, PSEG's drug and alcohol testing program includes pre-employment testing, testing for cause, and post-incident/accident testing.
Employees who are hired or transfer into a federally regulated role (including positions covered by USDOT, PHMSA, or NRC regulations) are subject to random drug and alcohol testing, inclusive of marijuana. Although numerous states throughout the country have legalized marijuana/cannabis products recreationally and medically, the use of these products are prohibited for employees in federally regulated roles. Please note that the use of CBD products may result in a positive drug test for THC/Marijuana and such use is not a legitimate medical explanation for a positive result.
If you are a current PSEG Long Island (PSEGLI) employee and offered an opportunity with PSEG or any of its subsidiaries other than PSEGLI, you will be treated as a new hire. Please note that as a new hire to PSEG, your benefits will change and generally will be consistent with other similarly situated PSEG new hires. Similarly, for PSEG employees who accept job opportunities with PSEGLI, your benefits will change and generally be consistent with other similarly situated new hires of PSEGLI.
PSEG is an equal opportunity employer, dedicated to a policy of non-discrimination in employment, including the hiring process, based on any legally protected characteristic. Legally protected characteristics include race, color, religion, national origin, sex, age, marital status, sexual orientation, disability or veteran status or any other characteristic protected by federal, state, or local law in locations where PSEG employs individuals.
PSEG is committed to providing reasonable accommodations to individuals with disabilities. If you have a disability and need assistance applying for a position, please call or email
If you need to request a reasonable accommodation to perform the essential functions of the job, email Any information provided regarding a disability will be kept strictly confidential and will not be shared with anyone involved in making a hiring decision.
ADDITIONAL EEO INFORMATION (Click link below)
Know your Rights: Workplace Discrimination is Illegal

Job Description

Job Description

The Opportunity:

Fifth Avenue Financial is looking for a Financial Services Representative to join our team. Compensation is 100% commission, earnings are directly related to performance. Our office is located in New York, NY and candidates are expected to come into the office on hybrid basis.

How many years experience do you have in the Financial Services industry? If none, you are ineligible to apply.

Do you have a bachelors degree? If not, you are ineligible to apply.

Job Responsibilities:

• Build a portfolio of customers and offer financial advice tailored to their specific needs and objectives

• Analyze customer financial situations and provide tailored financial services and insurance products

• Develop customized financial plans for clients that are tailored to their specific goals and objectives

• Monitor markets, research financial products, and stay updated with new developments in the financial sector

• Provide customer service to current and potential MassMutual customers

Desired Qualifications:

• Bachelor’s degree in a related field such as finance, accounting, or economics

• Internship or some experience in the Financial Services industry

• Strong customer service, communication, and presentation skills

• Excellent verbal and written communication skills

• Good knowledge of risk management and investment strategies

Nice-to-haves:

• Life, Accident, Health resident license

• Knowledge and proficiency in the use of CRM software and financial data analysis tools

• Strong organizational and time management skills

• Ability to multitask and prioritize

• Proficiency in MS Office

Licensing:

If you do not already have the SIE, Series 7, 66, and/or Life, Accident & Health license, you will work towards obtaining these to offer associated services, in addition to your continued professional development.

**Position Summary.**
As Senior Counsel, Financial Services, you will provide expert legal leadership across Walmart's broad financial services portfolio-encompassing credit cards, personal lending, BNPL, prepaid programs, digital wallets, subscription and loyalty products, and fintech partnerships. You'll serve as the primary in-house legal advisor for our innovative financial services products in the U.S., while also supporting external fintech partners and collaborating with international teams on emerging opportunities. Your work will help shape legal strategies that enable both domestic financial services growth and seamless integration of fintech initiatives globally. Serve as the primary financial services contact for our Government Affairs team tracking new legislation, proposed rules, regulatory guidance, and add valuable insights working with our industry groups to prepare comment letters on proposed rules and regulations. You will also serve as the lead lawyer on financial services AI initiatives related to payments, digital wallets, agentic AI, and the privacy issues associated with growing AI interfaces within Walmart payments.
**What you'll do.**
**Key Responsibilities**
**Money Services & Fintech Project Support**
+ Advise on fintech and digital wallet launches, fintech integration, and other strategic payment platform initiatives.
+ Support partnerships with money transmitters and banks-in product rollout, state/federal licensing, remittance tax compliance, and regulatory change management.
+ Collaborate cross-functionally (Compliance, Investigations, Operations, Product, Tech) on fraud mitigation, marketing disclosures, and data privacy integrations.
**Emerging Tech & AI in Financial Services**
+ Advise on cutting-edge AI initiatives, including regulatory and privacy considerations for Walmart's internal AI platforms, which supports thousands of AI applications company-wide.
+ Offer legal guidance for AI-driven financial tools-such as "super agents" (e.g., customer assistants like "Sparky")-that personalize user experiences and enhance payments, loyalty, and fintech engagement.
+ Counsel on the implementation of AI-powered fraud detection, risk management, and anomaly detection systems within financial services and fintech operations, ensuring compliance with data privacy and consumer protection laws.
+ Support legal structuring for AI-integrated fintech partners and platforms working with Walmart's financial services, including identity verification, transaction monitoring, and tailored credit offerings.
+ Collaborate with technology, compliance, data privacy, and product teams to align AI innovations with regulatory requirements, including privacy, transparency, bias mitigation, and governance policies.
**Regulatory, Compliance & E‑Signature Guidance**
+ Provide counsel on domestic and inbound regulatory inquiries (CFPB, FTC, State AGs, state banks).
+ Ensure compliance with core consumer financial regulations-Reg E, Reg Z, ECOA, FCRA, FDCPA, UDAAP, AML/fraud, remittance laws, TCPA, EFTA, GLBA, and licensing regimes.
+ Advise on implementation of compliant electronic signature processes (E‑Sign Act, UETA, UCC) across lending, card issuance, digital onboarding, and disclosures.
+ Partner with data privacy and security teams to apply global privacy standards (GLBA, GDPR, CCPA/CPRA, Safeguards Rule) across financial services.
**Supplier & Commercial Contracts**
+ Analyze and manage supplier and partner agreements, addressing exclusivity, territorial/channel restrictions, affiliate data sharing, agent‑principal dynamics, and corporate governance for spending authority.
+ Draft and negotiate supplier contract amendments, statements of work, and new agreements to support initiatives such as digital wallets, co‑branded payment products, and recurring revenue programs.
**Counsel to Business & Deal Desk Support**
+ Provide live, practical legal advice during internal meetings and supplier negotiations for Money Services, Business Products, and fintech collaborations.
+ Lead contract drafting for new commercial agreements and platform integrations tied to global fintech products and e-commerce offerings.
**Regulatory, Compliance & E‑Signature Guidance**
+ Provide counsel on domestic and inbound regulatory inquiries (CFPB, FTC, State AGs, state banks).
+ Ensure compliance with core consumer financial regulations-Reg E, Reg Z, ECOA, FCRA, FDCPA, UDAAP, AML/fraud, remittance laws, TCPA, EFTA, GLBA, and licensing regimes.
+ Advise on implementation of compliant electronic signature processes (E‑Sign Act, UETA, UCC) across lending, card issuance, digital onboarding, and disclosures.
+ Partner with data privacy and security teams to apply global privacy standards (GLBA, GDPR, CCPA/CPRA, Safeguards Rule) across financial services.
Supplier & Commercial Contracts
+ Analyze and manage supplier and partner agreements, addressing exclusivity, territorial/channel restrictions, affiliate data sharing, agent‑principal dynamics, and corporate governance for spending authority.
+ Draft and negotiate supplier contract amendments, statements of work, and new agreements to support initiatives such as digital wallets, co‑branded payment products, and recurring revenue programs.
Counsel to Business & Deal Desk Support
+ Provide live, practical legal advice during internal meetings and supplier negotiations for Money Services, Business Products, and fintech collaborations.
+ Lead contract drafting for new commercial agreements and platform integrations tied to global fintech products and e-commerce offerings.
What you'll bring:
Experience & Qualifications
+ 8+ years of experience in legal roles supporting consumer financial services or fintech operations-either in-house or with a law firm.
+ Credit card experience desirable, including advising on card program structure, billing and dispute resolution, APR disclosures, fees, underwriting and co‑brand card models.
+ Deep expertise in Reg Z and Reg E in retail financial services contexts.
+ Strong background in banking regulation, including licensing, money transmitter laws, state and federal oversight.
+ Experience supporting digital wallet, payments, and fintech product development-guiding legal and regulatory aspects.
+ Experience at a financial regulator (e.g., CFPB, FTC, or state banking authority) or working with regulators provides a meaningful advantage.
+ Proven ability to translate legal risk into practical, business-focused advice.
+ Excellent written and verbal communication skills, with the ability to collaborate across diverse teams and convey legal guidance to non-law audiences.
+ Practical judgment and a commercial mindset sharpened in fast-paced environments.
At Walmart, we offer competitive pay as well as performance-based bonus awards and other great benefits for a happier mind, body, and wallet. Health benefits include medical, vision and dental coverage. Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off benefits include PTO (including sick leave), parental leave, family care leave, bereavement, jury duty, and voting. Other benefits include short-term and long-term disability, company discounts, Military Leave Pay, adoption and surrogacy expense reimbursement, and more.
‎
‎br> r>You will also receive PTO and/or PPTO that can be used for vacation, sick leave, holidays, or other purposes. The amount you receive depends on your job classification and length of employment. It will meet or exceed the requirements of paid sick leave laws, where applicable.
r>For information about PTO, see .
r> r>Live Better U is a Walmart-paid education benefit program for full-time and part-time associates in Walmart and Sam's Club facilities. Programs range from high school completion to bachelor's degrees, including English Language Learning and short-form certificates. Tuition, books, and fees are completely paid for by Walmart.
r>Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to a specific plan or program terms.
r>For information about benefits and eligibility, see One.Walmart ( .
r>Hoboken, New Jersey US-10649:The annual salary range for this position is $156,000.00-$12,000.00
r>Bentonville, Arkansas US-30010:The annual salary range for this position is 130,000.00- 260,000.00
r> r> r> r> r> r> r> r> r> r>Additional compensation includes annual or quarterly performance bonuses.
r>Additional compensation for certain positions may also include:
r> r>- Stock
r> r>**Minimum Qualifications.**
_Outlined below are the required minimum qualifications for this position. If none are listed, there are no minimum qualifications._
Law degree from an accredited law school and 5 years' experience in law.
License to practice law in at least one state.
**Preferred Qualifications.**
_Outlined below are the optional preferred qualifications for this position. If none are listed, there are no preferred qualifications._
Leading cross-functional teams
**Primary Location.**
121 River St, Hoboken, NJ , United States of America
Walmart and its subsidiaries are committed to maintaining a drug-free workplace and has a no tolerance policy regarding the use of illegal drugs and alcohol on the job. This policy applies to all employees and aims to create a safe and productive work environment.
Walmart, Inc. is an Equal Opportunity Employer- By Choice. We believe we are best equipped to help our associates, customers, and the communities we serve live better when we really know them. That means understanding, respecting, and valuing diversity- unique styles, experiences, identities, abilities, ideas and opinions- while being inclusive of all people.

Job Description

Job Description

Here at Appian, our values of Intensity and Excellence define who we are. We set high standards and live up to them, ensuring that everything we do is done with care and quality. We approach every challenge with ambition and commitment, holding ourselves and each other accountable to achieve the best results. When you join Appian, you'll be part of a passionate team dedicated to accomplishing hard things, together.

The best growth-oriented organizations achieve the most when they build value propositions that connect with their markets and target industries, offer outstanding products, solutions, and services backed by an extraordinary company. We are passionate about driving digital transformation using Appian's AI Process Automation platform that enables firms to quickly build and deploy enterprise applications that deliver an outstanding customer experience, optimize operational processes and ensure effective risk and compliance controls. We work with many of the largest and most complex Financial Services firms in the world. Join our team, where you can not only grow your career, but share the success of an industry pioneer.

Appian is seeking a strategic industry expert in Financial Services for our rapidly growing business. As a member of the Industry Leads team, you will successfully collaborate across Appian to enable client success with their digital transformation efforts, while contributing to continuous growth in software revenue across both new and existing clients in the financial services market.

To be successful in this role, you need:

• To spend time with clients, helping to evangelize new applications for our work automation software, providing strategy, and coaching our Account Executives, Industry Marketing, Solution Engineering, Sales Solution Consulting, Partner Teams, and Customer Success team

• To help Account Executives design programs to penetrate new target accounts, deliver thought leadership across a variety of formats to generate prospect interest, and secure market awareness

• To provide market knowledge and guidance to Appian Sales & Partner organizations to help develop the target account and solutions strategy within the respective regional Financial Services verticals

• To lead and participate in sales presentations and follow-on education activities at prospects and customers

• To support our marketing strategy by participating in appropriate trade shows, creating sales plays, providing insights for industry events, webinars, blogs, content pieces and our pillars and business application roadmap.

• To participate in the bid and proposal process with both internal teams and partner organizations

Basic Qualifications:

• Bachelor's Degree and MBA preferred

• 15+ years of direct experience in a leadership role at a banking or capital markets with a complete understanding of the major business drivers in financial services

• Hands-on experience driving change and new solutions, with an emphasis on improved customer experience, regulatory effectiveness, and operational efficiency

• Understanding of trends around digital transformation as well as the role of FinTech/RegTech and other innovations across the global banking / financial services industry.

• Good technical aptitude to bridge between client business leaders and Appian team members

• 40% travel is expected to clients across the region

This role is field based, primarily out of NYC. At Appian, we value in-person collaboration as a key driver of innovation and teamwork. While working on customer sites is a priority, we believe being in the office provides more opportunities to come together and celebrate working with the exceptional people across Appian.

Tools and Resources

• Training and Development: During onboarding, we focus on equipping new hires with the skills and knowledge for success through department-specific training. Continuous learning is a central focus at Appian, with dedicated mentorship and the First-Friend program being widely utilized resources for new hires.
• Growth Opportunities: Appian provides a diverse array of growth and development opportunities, including our leadership program tailored for new and aspiring managers, a comprehensive library of specialized department training through Appian University, skills based training, and tuition reimbursement for those aiming to advance their education. This commitment ensures that employees have access to a holistic range of development opportunities.
• Community: We'll immerse you into our community rooted in respect starting on day one. Appian fosters inclusivity through our 8 employee-led affinity groups. These groups help employees build stronger internal and external networks by planning social, educational, and outreach activities to connect with Appianites and larger initiatives throughout the company.

About Appian

Appian is a software company that automates business processes. The Appian AI-Powered Process Platform includes everything you need to design, automate, and optimize even the most complex processes, from start to finish. The world's most innovative organizations trust Appian to improve their workflows, unify data, and optimize operations—resulting in better growth and superior customer experiences. For more information, visit appian.com. (Nasdaq: APPN)

Follow Appian: LinkedIn.

Appian is an equal opportunity employer that strives to attract and retain the best talent. All qualified applicants will receive consideration for employment without regard to any characteristic protected by applicable federal, state, or local law.

Appian provides reasonable accommodations to applicants in accordance with all applicable laws. If you need a reasonable accommodation for any part of the employment process, please contact us by email at Please note that only inquiries concerning a request for reasonable accommodation will be responded to from this email address.

Appian's Applicant & Candidate Privacy Notice

Job Description

Job Description

Tax Director- Financial Services

A well established and growing firm is adding a Director to their Financial Services group- not due to people leaving but from promotions from within the firm. This firm is excited to bring in new talent to add to their team.

RESPONSIBILITIES:

• Build strong relationships with clients
• Provide high-level tax planning, structuring, and compliance
• Identify and provide solutions for tax risks
• Stay updated on changes in tax legislation and communicate as needed with clients
• Oversee the preparation and review of tax returns.
• Foster a culture of growth mindset and excellent client service
• Provide leadership and training to staff on technical tax issues and professional development.

Qualifications:

• Bachelor’s degree in Accounting, or related field.
• CPA required.
• 10+ years of experience in tax
• Proven track record of developing and leading high-performing teams.
• A focus in the Financial Services niche
• Solid experience working with Private Equity and Hedge Funds.

Spartan Placements is an equal opportunity employer. All terms and conditions of employment, including, but not limited to, recruitment, placement, title, promotion, compensation, benefits, transfers, training, education, research, administration and programming, will be administered without regard to race, color, religion, sex, age, sexual orientation, national origin or ancestry, handicap, or status as a disabled veteran.

Job Description

Job Description

Title: Tax Director, Financial Services

Department: Tax, Financial Services

Supervises: Senior Managers

Role Type: Full-time

Location: New York, NY, Uniondale, NY, Boca Raton, FL, or Palm Beach Gardens, FL (Hybrid)

ABOUT THE COMPANY:

Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert services to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring.

Anchin is consistently recognized as one of the "Best of the Best" accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide.

ABOUT THE POSITION:

The Tax Director in the Financial Services group here at Anchin will be a senior leadership role responsible for providing strategic tax advice and services to clients within the financial services industry, including private equity, and funds. This role will involve managing client relationships, leading tax planning and compliance efforts, ensuring regulatory adherence, and driving business development initiatives. The Tax Director will also be responsible for mentoring and developing a team of tax professionals.

RESPONSIBILITIES:

• Develop and maintain strong relationships with key clients in the financial services industry.
• Provide high-level tax advisory services, including tax planning, structuring, and compliance.
• Identify and mitigate tax risks while ensuring compliance with all relevant tax laws and regulations.
• Keep abreast of changes in tax legislation and ensure clients are informed of relevant updates.
• Oversee the preparation and review of tax returns, ensuring accuracy and compliance with local, state, and federal regulations.
• Lead and mentor a team of tax professionals, fostering a collaborative and high-performance culture.
• Provide guidance and training to staff on technical tax issues and professional development.
• Identify and pursue new business opportunities within the financial services industry.
• Develop proposals, pitch to potential clients, and negotiate service agreements.
• Enhance the firm's market presence through thought leadership, networking, and participation in industry events.
• Collaborate with internal teams on cross-functional projects and initiatives.
• Contribute to the overall strategy and growth of the firm.

Qualifications:

Education:

• Bachelor's degree (BA/BS) in Accounting, Finance, or a related field.
• CPA preferred.

Experience:

• 10+ years of experience in tax, with a focus on the financial services industry.
• Solid experience working with Private Equity and Hedge Funds.
• Strong knowledge of tax laws and regulations affecting financial services clients.
• Proven track record of developing and leading high-performing teams.
• Great analytical and problem-solving skills.
• Excellent communication and client relationship skills.
• Proficient in using tax software and Microsoft Office applications.

Compensation:

• Competitive annual salary in the range of $220,000 to $500,000+ based on individual's experience level.

Anchin provides comprehensive benefits, which you can view here .

Attributes:

• Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice.
• Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively.
• Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally.
• Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks.
• Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency.
• Technologically Proficient: Ability to apply technology solutions to work.
• Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity.
• Action Oriented: Proactively seeks out new and challenging work.
• Trustworthiness: Keeps confidences and develops a reputation for being honest and ethical.

Anchin is an equal opportunity employer who agrees not to discriminate against any employee or job applicant irrespective of race, color, creed, alienage, religion, sex, national origin, age, disability, gender (including gender identity), marital status, sexual orientation, citizenship, or any other characteristic protected by law. Anchin is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Anchin Recruitment Team at

Job Description

Job Description

Tax Director- Financial Services

Responsibilities:

• Develop and maintain strong relationships with key clients in the financial services industry.
• Provide high-level tax advisory services, including tax planning, structuring, and compliance.
• Identify and mitigate tax risks while ensuring compliance with all relevant tax laws and regulations.
• Keep abreast of changes in tax legislation and ensure clients are informed of relevant updates.
• Oversee the preparation and review of tax returns, ensuring accuracy and compliance with local, state, and federal regulations.
• Lead and mentor a team of tax professionals, fostering a collaborative and high-performance culture.
• Provide guidance and training to staff on technical tax issues and professional development.
• Identify and pursue new business opportunities within the financial services industry.
• Develop proposals, pitch to potential clients, and negotiate service agreements.
• Enhance the firm’s market presence through thought leadership, networking, and participation in industry events.
• Collaborate with internal teams on cross-functional projects and initiatives.
• Contribute to the overall strategy and growth of the firm.

Qualifications:

• Bachelor’s degree (BA/BS) in Accounting, Finance, or a related field.
• CPA required. 
• 10+ years of experience in tax, with a focus on the financial services industry.
• Solid experience working with Private Equity and Hedge Funds.
• Strong knowledge of tax laws and regulations affecting financial services clients.
• Proven track record of developing and leading high-performing teams.
• Great analytical and problem-solving skills.
• Excellent communication and client relationship skills.
• Proficient in using tax software and Microsoft Office applications.

Spartan Placements is an equal opportunity employer. All terms and conditions of employment, including, but not limited to, recruitment, placement, title, promotion, compensation, benefits, transfers, training, education, research, administration and programming, will be administered without regard to race, color, religion, sex, age, sexual orientation, national origin or ancestry, handicap, or status as a disabled veteran.