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Financial services Jobs in Rochester, NY

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Financial services • rochester ny

Last updated: 1 day ago

Financial Services Tax - Real Estate Director

PwCRochester,NY
Full-time

SummaryA career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact... Show more

Insurance and Financial Services Position - State Farm Team Member

Ryan Sanz - State Farm AgentRochester, NY, United States
$50,000.00 yearly
Full-time

Insurance And Financial Services Position - State Farm Team Member.As Insurance and Financial Services Position - State Farm Team Member for Ryan Sanz - State Farm Agent, you are vital to our daily... Show more

Financial Auditor

TradeJobsWorkForce14614 Rochester, NY, US
Full-time

Financial Auditor Job Duties: Plans financial audits by understanding organization objectives,... Show more

 • Promoted

Remote Financial Analyst

Micro1Rochester, New York, US
Remote
Full-time +1

Investment Strategy & Advisory.Predictive Analytics & Visualization.AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowled... Show more

 • Promoted

Chief Financial Officer

Insero Talent SolutionsRochester, NY, United States
Full-time

Insero Talent Solutions is honored to have been retained to conduct the executive search for the next Chief Financial Officer for Allendale Columbia School.Allendale Columbia (AC) is a thriving, di... Show more

Client Services Representative

PaylocityPittsford, New York, United States
$25.00 hourly
Full-time
Quick Apply

Paylocity is an award-winning provider of cloud-based HR and payroll software solutions, offering the most complete platform for the modern workforce.The company has become one of the fastest-growi... Show more

Consumer Financial Services Career Associate Attorney/Multi Office (Mid-Sr)

Executive Talent Management ConsultingRochester, NY, United States
$175,000.00 yearly
Full-time

Consumer Financial Services Career Associate Attorney.Locations: multiple locations, see complete list at end of description HYBRID.A premier AmLaw 100 firm is seeking a talented Career Associate A... Show more

Insurance and Financial Services Position - State Farm Agent Team Member

Sean Davern - State Farm AgentRochester, NY, US
$50,000.00 yearly
Full-time

Our State Farm Insurance Agency.Account Associate to join our team.The goal of this position will be to expand our offices reach, helping bring on board as many new clients as possible.This is done... Show more

Financial Advisor

TradeJobsWorkforce14619 Rochester, NY, US
Full-time

Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financi... Show more

 • Promoted

Financial Advisor

Northwestern MutualPittsford, NY, United States
$61,000.00 yearly
Full-time

Financial Advisor Opportunity At Northwestern Mutual.Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their go... Show more

Financial Services Representative – State Farm Agent Team Member

Rita Prince - State Farm AgentFairport, NY, US
$48,000.00 yearly
Full-time

Rita Prince - State Farm Agent is searching for a competitive Producer who can recognize opportunities and strategically turn leads into long-lasting customer relationships.As our Financial Service... Show more

Remote Financial Analyst

Micro1North Gates, New York, US
Remote
Full-time +1

Investment Strategy & Advisory.Predictive Analytics & Visualization.AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowled... Show more

 • Promoted

Remote Personal Financial Advisor (Private Wealth)

Micro1Rochester, New York, US
$80.00 hourly
Remote
Full-time

Personal Financial Advisor (Private Wealth).Certified Financial Advisor (CFA).AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowl... Show more

 • Promoted

Financial Analyst I

ConServeFairport, NY, United States
Permanent

The Financial Analyst I supports the Financial Planning & Analysis (FP&A) function through financial modeling, reporting, and analysis that drives business decision-making.This role plays a key par... Show more

Managed Services Administrator

ComTec Solutions LLCRochester, New York, United States, 14604
Full-time
Quick Apply

The Managed Services Administrator is a behind the scenes technical role designed to support, maintain, upgrade, and automate within our managed services technology stack.Someone who loves learning... Show more

Financial Analyst II

University of RochesterRochester, NY, United States
$61,000.00 yearly
Full-time

As a community, the University of Rochester is defined by a deep commitment to Meliora - Ever Better.Embedded in that ideal are the values we share: equity, leadership, integrity, openness, respect... Show more

Client Services Representative

Clark Animal Care Center.Penfield, New York
Part-time +1

We are looking for a permanent part time CSR (Client Service Representative) who enjoys people AND pets.Duties include answering the phone, scheduling appointments, filing, invoicing out clients, a... Show more

Financial Analyst

Rochester Regional HealthRochester, NY, United States
Full-time

Extrapolates data from multiple sources, organizes, analyzes, and presents to requestors based on the business need identified.Collects and studies data to determine costs of business activities.An... Show more

Financial Wellbeing Specialist

PaychexRochester, NY, United States
$21.10 hourly
Full-time +1

Paychex Financial Well-Being Program Support.Paychex is reimagining how businesses manage their workforce by bringing payroll, HR, benefits, and advisory services together into a single connected H... Show more

Remote Compliance / regulatory response with financial-services AI Evaluator - AI Trainer ($80-$120

MercorRochester, New York, US
$80.00 hourly
Remote
Full-time

About the role We are hiring expert Evaluators in **Compliance / regulatory response with financial-services AI** to review and assess AI-generated work products (documents, spreadsheets, and slide... Show more

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The cities near Rochester, NY that boast the highest number of financial services jobs are:
Financial Services Tax - Real Estate Director

Financial Services Tax - Real Estate Director

PwCRochester,NY
29 days ago
Job type
  • Full-time
Job description

Description

& SummaryA career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You’ll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You’ll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals.

Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You’ll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally.

To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.

As a Director, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:

Support team to disrupt, improve and evolve ways of working when necessary.
Arrange and sponsor appropriate assignments and experiences to help people realise their potential and support their long-term aspirations.
Identify gaps in the market and spot opportunities to create value propositions.
Look for opportunities to scale efficiencies and new ways of working across multiple projects and environments.
Create an environment where people and technology thrive together to accomplish more than they could apart.
I promote and encourage others to value difference when working in diverse teams.
Drive and take ownership for developing connections that help deliver what is best for our people and stakeholders.
Influence and facilitate the creation of long-term relationships which add value to the firm.
Uphold the firm's code of ethics and business conduct.

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 increased 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 to achieve top-quality delivery
- Maintain executive-level client relationships
- Provide technical proficiency 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

- Broad knowledge of tax compliance methods
- Strategy consulting for Real Estate Trusts
- Thorough knowledge of partnership structures
- Advanced technical skills in real estate services
- Identifying and addressing client needs
- Developing and sustaining profound 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

Travel Requirements

Up to 20%

Job Posting End Date

The salary range for this position is: $150,000 - $438,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more.