1517 Advisory Jobs - Page 26

You will be providing financial advice and guidance to clients regarding personal or business finance. This involves analyzing the client's financial status, goals, and investment preferences, developing and implementing comprehensive financial plans, advising on investment strategies and risk management, and monitoring investments to adjust strategies as necessary. Additionally, you will advise clients on retirement planning, including estimating income needs and developing a plan to achieve those goals. Recommending investments like Mutual Funds, Portfolio Management, and insurance products such as Life, Health, and Motor insurance will be part of your role. You will also educate clients o...

Position : Sales Trader / Equity Advisor Location : Bhubaneswar & Ranchi Qualification : Graduate/MBA/ PGDM Expertise : Hands on experience in managing HNI Clients. Requirement : Knowledge of Equity market trading & experience in cross-selling of TPP products Budget : As per industry standards

Position : Sales Trader / PCG Advisor Location : Kolkata Qualification : Graduate/MBA/ PGDM Expertise : Hands on experience in managing HNI & PCG Clients. Requirement : Knowledge of Equity market trading & experience in cross-selling of TPP products Budget : As per industry standards

Key Responsibilities: Trade Execution : Execute equity and derivative orders for clients with precision, ensuring compliance with market regulations and internal policies. Investment Advisory : Provide end-to-end advisory services based on client goals, risk profiles, and market trends. Conduct regular portfolio reviews and financial planning sessions. AUM Growth & Product Penetration : Focus on increasing Assets Under Management by promoting relevant financial solutions and achieving deep product penetration. Cross-Selling Financial Products : Offer a wide range of third-party products including: Insurance (life, health, general) Mutual Funds (MFs) Portfolio Management Services (PMS) SIPs &...

youll 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 1. Business development 2. Client relationship management 3. Project management 4. Consulting / Advisory 5. P & L Responsibility Sectorspecific skills Battery Decarbonization Carbon capture Low carbon initiatives Green Hydrogen BESS Energy Storage Sustainability Mandatory skill sets Battery, Consulting background, Decarbonization, Green Hydrogen, Carbon capture, Low carbon, Energy Storage, ENERGY EFFICIENCY , Sustainability, Climate change Preferred skill sets Use feedback an...

Assist the team during new client pitch / new assignment with existing clients Understanding the requirements of client from advisory and compliance services perspective Assistance in preparation of draft proposal outlining the detailed scope of work Assist the team in completion of risk processes before initiating the engagement Assist the team in providing advisory services (including understanding the facts of the matter, undertaking / review of research undertaken by junior team members, understanding the tax implications, discuss with the senior team members, liaise with client and other team members, preparation of reply / opinions etc. Prepare / review the tax computations and periodi...

You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance You will join a culture that has received multiple top Places to Work awards We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions We understand that embracing our differences is what unites us as a team and strengthens our foundation Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work Numerous Employee Resource Groups (ERGs) to support our Diversity, Equity, & Inclu...

You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance You will join a culture that has received multiple top Places to Work awards We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions We understand that embracing our differences is what unites us as a team and strengthens our foundation Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work Numerous Employee Resource Groups (ERGs) to support our Diversity, Equity, & Inclu...

You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance You will join a culture that has received multiple top Places to Work awards We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions We understand that embracing our differences is what unites us as a team and strengthens our foundation Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work Numerous Employee Resource Groups (ERGs) to support our Diversity, Equity, & Inclu...

You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance You will join a culture that has received multiple top Places to Work awards We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions We understand that embracing our differences is what unites us as a team and strengthens our foundation Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work Numerous Employee Resource Groups (ERGs) to support our Diversity, Equity, & Inclu...

You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry. You will have the flexibility to manage your days in support of our commitment to work/life balance. You will join a culture that has received multiple top Places to Work awards. We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions. We understand that embracing our differences is what unites us as a team and strengthens our foundation. Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work. Numerous Employee Resource Groups (ERGs) to support our Diversity, Equity, &...

You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry. You will have the flexibility to manage your days in support of our commitment to work/life balance. You will join a culture that has received multiple top Places to Work awards. We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions. We understand that embracing our differences is what unites us as a team and strengthens our foundation. Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work. Numerous Employee Resource Groups (ERGs) to support our Diversity, Equity, &...

You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance You will join a culture that has received multiple top Places to Work awards We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions We understand that embracing our differences is what unites us as a team and strengthens our foundation Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work Numerous Employee Resource Groups (ERGs) to support our Diversity, Equity, & Inclu...

Develop an understanding of the EisnerAmper audit approach, methodology and tools. Proficient in foundational technical concepts. Experience in one or more of the following industries: Technology, Life Sciences, Healthcare, Retail, Consumer Products, Energy, Manufacturing & Distribution, Biotechnology, or Fintech Knows when, and from whom, to ask for assistance in solving issues. Complete detailed tasks accurately, timely and efficiently. Communicate information concisely and effectively, verbally and in writing. Interact with and respond to client requests professionally and responsively. Demonstrate awareness of services firm provides. Listen and ask good questions to expand own knowledge ...

You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance You will join a culture that has received multiple top Places to Work awards We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions We understand that embracing our differences is what unites us as a team and strengthens our foundation Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work Numerous Employee Resource Groups (ERGs) to support our Diversity, Equity, & Inclu...

You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance You will join a culture that has received multiple top Places to Work awards We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions We understand that embracing our differences is what unites us as a team and strengthens our foundation Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work Numerous Employee Resource Groups (ERGs) to support our Diversity, Equity, & Inclu...

You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance You will join a culture that has received multiple top Places to Work awards We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions We understand that embracing our differences is what unites us as a team and strengthens our foundation Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work Numerous Employee Resource Groups (ERGs) to support our Diversity, Equity, & Inclu...

You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance You will join a culture that has received multiple top Places to Work awards We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions We understand that embracing our differences is what unites us as a team and strengthens our foundation Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work Numerous Employee Resource Groups (ERGs) to support our Diversity, Equity, & Inclu...

Responsible for managing and coordinating tax compliance and advisory work for clients Lead client relationships on day-to-day tax matters supporting partners with service execution and development of extended services Research and consult on technical matters and special projects Proactively build relationships and communicate effectively with the client to provide superior client service As a part of our clients team you will have an opportunity to work seamlessly with your US team members by utilizing our state of the art technology and electronic office tools and processes Manage, train, and develop staff. Participate in the performance review process Basic qualifications for the opportu...

Delivering a full range of Partnership tax services for Financial Services Clients in compliance with laws and regulations within timeframe. Responsible for managing and coordinating tax compliance and advisory work for clients. Providing tax planning and reviewing complex 1065 tax returns of Hedge Funds, Private Equity Funds, Venture Capital Funds, Fund of Funds, and similar complex structures. Review and managing of the Tax returns and supporting Work papers as per US Tax Law Compliances for: i) Form 1065, Schedules K-1, K-2, K-3, ii) State and Local Tax compliances iii) International filling compliances Lead client relationships on day-to-day tax matters supporting partners with service e...

Build impactful relationships with new and existing clients and maintain relationship with firm leadership and stakeholders Run client engagements from start to finish, including planning, executing, directing, and completing tax projects on time, within budget, and up to management standards Prepare tax returns accurately and in compliance with tax laws, ensuring all deductions and credits are optimized. Additionally, review tax returns completed by staff, providing feedback on accuracy and identifying potential savings opportunities Research and consult on various tax matters, respond to IRS and other tax authority inquiries when requested. Brainstorm new ideas and propose innovative solut...

Build impactful relationships with new and existing clients and maintain relationship with firm leadership and stakeholders Run client engagements from start to finish, including planning, executing, directing, and completing tax projects on time, within budget, and up to management standards Prepare tax returns accurately and in compliance with tax laws, ensuring all deductions and credits are optimized. Additionally, review tax returns completed by staff, providing feedback on accuracy and identifying potential savings opportunities Research and consult on various tax matters, respond to IRS and other tax authority inquiries when requested. Brainstorm new ideas and propose innovative solut...

Delivering a full range of 1120 Corporate tax services in compliance with laws and regulations within timeframe. Building relationships and interacting with clients to provide excellent planning, consulting, and expertise. Providing tax planning and reviewing tax returns. Review and managing of the Tax returns and supporting Work papers as per US Tax Law You will be involved in all aspects of tax assignments from planning to finalization. You will be responsible to identify tax issues and propose potential solutions to resolve them. You will have an opportunity to work directly with the clients and provide exemplary client service that exceeds their expectations. You will receive direct and ...

Collaborate and be involved in all aspects of tax assignments from planning to finalization. Manage 1-2 team members within the cluster Review and managing of the Tax returns and supporting Work papers as per US Tax Law Compliances for: Partnership (Form 1065) Maintain active communication with clients to manage expectations, ensure satisfaction, and lead change efforts effectively Function as technical SME to ensure quality and timeliness of all deliverables of the team Be the first escalation point for Staff and Senior on technical matters/queries Understand and manage firm risk on engagement and proposals Supervise, train and mentor staff during engagement Assist the Senior Managers and M...

Build impactful relationships with new and existing clients and maintain relationship with firm leadership and stakeholders Run client engagements from start to finish, including planning, executing, directing, and completing tax projects on time, within budget, and up to management standards Prepare tax returns accurately and in compliance with tax laws, ensuring all deductions and credits are optimized. Additionally, review tax returns completed by staff, providing feedback on accuracy and identifying potential savings opportunities Research and consult on various tax matters, respond to IRS and other tax authority inquiries when requested. Brainstorm new ideas and propose innovative solut...