2221 Finance Associate Attorney jobs in New York,NY

The client is seeking a dynamic individual to join their team as an Associate, Portfolio Operations.
The position is part of a dedicated team responsible for managing the operations of a diverse portfolio of investments.
The successful candidate will work closely with various stakeholders to ensure efficient and effective portfolio management.
The Associate will play a key role in supporting the day-to-day operations of the investment portfolio.
This involves maintaining and updating financial models, preparing and analyzing financial reports, and assisting in the coordination of investment processes.
The candidate will collaborate with the finance and investment teams to ensure accurate and timely information flow, and will help in implementing strategies to optimize portfolio performance.
Qualifications and Skills: The ideal candidate will have a strong background in finance or a related field, with excellent analytical and communication skills.
Experience in portfolio management or a similar role is preferred.
The role requires attention to detail, the ability to work in a fast-paced environment, and expertise in using financial software and tools.
A successful associate will be proactive, adaptable, and committed to contributing to the team's success.

USAA

Garden City, NY 11530

High School Diploma or General Equivalency Diploma required.
1 year of experience in legal support or related experience to include multi-tasking in a fast paced and complex business environment.
Interpersonal skills necessary to communicate effectively in person, by e-mail and telephone; effectively follow instructions from a diverse group of clients, attorneys and staff; provide reports with professional courtesy and tact.
Strong ability to focus on details, demonstrate accuracy, and maintain a high level of confidentiality.
Knowledge of Microsoft Office tools.

Intuit

New York, NY 10012

You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and active Preparer Tax Identification Number (PTIN).
Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.
Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.
Familiarity with Circular 230.
Full availability for a flexible 25–34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons.
Must reside within the United States.
Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.