Top 13 Tax associate Jobs in Brookfield, Ny

Associate Advisor, Wealth Management
M3 Placement & Partnership —Utica, NY
- $62,500 - $82,500 a year
- Full-time
- Mid-level
- Office
- Finance
- Profit sharing
- Health savings account
Quick Apply
Tax Associate
H&R Block —Oneida, NY
- $14.45 - $18.00 an hour
- Weekends as needed
- Office
- Finance
- High school diploma or GED
- Health insurance
- Employee assistance program
8d
Pre-Season Tax Professional
H&R Block —Whitesboro, NY
- $16 - $80 an hour
- Full-time
- Windows
- High school diploma or GED
- Business development
- Health insurance
- Employee assistance program
DIRECTOR OF FINANCE
Slocum Dickson Medical Group —New Hartford, NY
- $90,000 - $136,988 a year
- CPA
- Bachelor of Science
- Office
Quick Apply
Payroll Coordinator II
Mohawk Valley Health Systems —Utica, NY
- $22.69 - $34.43 an hour
- 8 hour shift
- Mid-level
- Office
- High school diploma or GED
Tax Manager or Senior Manager - Ultra-High Net Worth Practice
Frank Rimerman and Co LLP —United States
- $120,000 - $230,000 a year
- Full-time
- 6 years
- Management
- CPA

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Associate Advisor, Wealth Management
M3 Placement & Partnership —Utica, NY
Possesses a Series 65 license (or be able to obtain within 6 months of hire). *Paid Family Leave:* Up to 12 weeks of job-protected paid leave under NYS PFL (67%…
$62,500 - $82,500 a year
Quick Apply
Accounting and Finance Specialist / 62676
Sapphire Recruitment —Syracuse, NY
This position is primarily office-based and involves regular computer work, document review, data entry, reconciliation, and financial analysis.
$27 an hour
Quick Apply
11d

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Financial Analyst (20017971)
State of Ohio - Rehabilitation & Correction - Operation Support Center —Columbus, OH
Responsible for answering telephone inquiries, answering general inquiries within established guidelines and greeting customers.
$26.54 an hour
4d
Tax Associate
H&R Block —Grove City, OH
Bachelor’s degree in accounting, finance, or a related field. With training and support from day one, you’ll work directly with clients to gather information,…
8d

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tax associate jobs near brookfield, ny

Associate Advisor, Wealth Management

M3 Placement & Partnership
Utica, NY

Quick Apply

Job Details

Full-time
$62,500 - $82,500 a year

Benefits

Profit sharing
Health savings account
AD&D insurance
Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Family leave
Vision insurance
Retirement plan

Qualifications

Financial planning software
Customer communication
Teamwork
Interpersonal skills
Small business experience
Bachelor's degree
Attention to detail
Sales management systems proficiency
CRM system proficiency
Productivity software
Business
Document management systems
Technical Proficiency

Full Job Description

POSITION: Associate Advisor, Wealth Management

TYPE: Full time, Salary

LOCATION: Utica, NY

SUMMARY: Are you passionate about helping people achieve their financial goals? Do you enjoy working with people who share your commitment to quality, excellence, and professional growth? Our client, Strategic Financial Services is looking for motivated professionals who have an interest in a career in financial services and 2-3 years of demonstrated success in a professional environment. The team is growing and investing in new members who will play a supportive role in client and advisory activities. There is tremendous opportunity for growth in this role, along with competitive compensation, benefits, and PTO. The company was recently named the #1 Place to Work for Financial Advisers by InvestmentNews!

FIRM VALUES:

Serve | Grow | Live

CORE RESPONSIBILITIES:

Client Service: Day-to-day primary/backup contact for clients/prospects and primary back-up to lead and senior advisors. Serve as liaison between client service and advisor team / end client.
Coordinate key tasks with professional partners outside of Strategic (attorneys, CPAs, insurance providers, etc). No primary relationship management responsibility.
Investment and Financial Plan Execution: Coordinates/Executes/Implements recommendations for client financial plans and investments.
Business Development: Devote 20% of time to supporting the Senior Advisor with business development efforts including new prospects, Proven Process execution, referrals and wallet share.
Follow-Up/To- Dos: Timely completion and coordination of action items internally with proper inputs communicated to team members when delegated.
Leadership: Participate in firm groups, initiatives, or internal projects/rocks, as well as in the community.

TECHNICAL SKILLS:

Operational: Working knowledge of the firm's financial planning tech, client facing technology, performance reporting, and CRM systems.
Financial Planning: Basic knowledge of key financial planning areas (Risk Management, Tax, Estate, Retirement, Education and Business).
Investments/Market: Basic knowledge of securities markets, global economics, portfolio construction and informed on market conditions and news events, and their implications for investors.
Industry: Basic understanding of key trends in financial planning and legislative changes. Comprehensive understanding of financial planning areas and securities markets.
Communication: Good written, verbal and presentation skills. Demonstrated ability to listen, ask good questions, identify opportunities, resolve conflicts, educate, and coach clients.
Administrative: Ability to coordinate key tasks with professional partners outside of Strategic (Estate, Tax, Insurance, etc.)
Fundamental: solid problem solving, EOS and technology skills

REQUIREMENTS:

Bachelor’s degree (preferably in business, accounting, finance, economics, education, or related experience)
Possesses a Series 65 license (or be able to obtain within 6 months of hire)
Experience in financial services industry (preferred but not required…several of our best teammates changed careers!)
Continuously exhibits personal integrity and professional initiative.
Reliable, follows through on commitments, does not shrink from new challenges.
Possesses a passion to help new and existing clients.
Proficiency in Microsoft Office; experience with various financial planning, CRM, portfolio management and document management software; previous experience with Salesforce and/or Orion preferred.
Must be organized, detail-oriented and able to multitask.
Demonstrates a commitment to accuracy by delivering high quality work.
Excellent written and verbal communication.
Collaborative and able to work effectively with others.
Flexible team player who is highly adaptable to change and open to new ideas.
Demonstrated ability to work successfully in an entrepreneurial, small company environment.
Desire to enroll in CFP program.

In addition to working with a team of highly competent professionals in a growing firm, benefits include:

Opportunity to make an impact on client’s lifelong financial goals.
Supportive leadership team dedicated to our culture of learning and professional development.
Career mapping and mentorship
Opportunity to grow personally and professionally
Competitive salary and health benefits
401K
Paid time off

BASE SALARY RANGE: $62,500-$82,500 plus performance-based compensation

BENEFITS:

Health Insurance: Single coverage with 30% employee premium; other tiers 45–55%.
Dental & Vision: Company-paid single coverage; family coverage optional at employee cost.
Flexible Spending Accounts: Dependent Care FSA available.
Health Savings Account (HSA): Available with employer contribution.
PTO: 15–20 days per year, plus 12 paid holidays.
Sick Time: 5 NYS sick days annually.
Paid Family Leave: Up to 12 weeks of job-protected paid leave under NYS PFL (67% of average weekly wage, up to the state maximum).
Retirement: 401(k)/Roth eligibility on Day 1; profit sharing (0–10%) after 6 months.
Insurance: Company-paid short-term disability, long-term disability, and life/AD&D (3× salary, $200k cap).
Invest In You: $2,500 company-funded deposit into a Strategic account for financial planning.
Identity Theft Protection: Company-paid coverage for employees and families.

Strategic Financial Services is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, or any other status protected by law.

Job Type: Full-time

Pay: $62,500.00 - $82,500.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Paid time off
Retirement plan

Education:

Bachelor's (Required)

Ability to Commute:

Utica, NY 13505 (Required)

Work Location: In person

Quick Apply

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tax associate jobs in brookfield, ny

Associate Advisor, Wealth Management

Tax Associate

Pre-Season Tax Professional

DIRECTOR OF FINANCE

Payroll Coordinator II

Tax Manager or Senior Manager - Ultra-High Net Worth Practice

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