Accountant Tax Preparer ECLAROAccountant Tax PreparerNew York, NYPosition Overview:The Tax Preparer should be well versed in preparation of income tax returns with a focus moderate to complex corporate, partnership and individual tax returns and sales tax returns. Supports company's tax operations by maintaining management of the day-to-day tax return activities for various corporate and individual clients.
Tax Manager Kforce Inc.Tax ManagerLong Island City, NY$100,000–$115,000Summary: In this role, the Tax Manager will lead a team of qualified tax preparers in delivering tax prep services (primarily 1040's) for hundreds of clients annually. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs.
NewTax Expert - TurboTax Store IntuitTax Expert - TurboTax StoreNew York, NY$28–$36 / hourPassionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). As a Tax Expert – Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” .
NewTax Professional - TurboTax Store IntuitTax Professional - TurboTax StoreYonkers, NY$22–$28.50 / hourEntrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store, including tax preparation software and CRM/sales tools. Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos).
NewExperienced Tax Expert – In-Store IntuitExperienced Tax Expert – In-StoreNew York, NY$28–$36 / hourPassionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). As a Tax Expert – Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” .
NewTax Associate - TurboTax Store IntuitTax Associate - TurboTax StoreYonkers, NY$22–$28.50 / hourEntrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store, including tax preparation software and CRM/sales tools. Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos).
NewTax Professional – Retail IntuitTax Professional – RetailYonkers, NY$22–$28.50 / hourEntrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store, including tax preparation software and CRM/sales tools. Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos).
NewTax Associate – In-Store IntuitTax Associate – In-StoreNew York, NY$22–$28.50 / hourEntrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store, including tax preparation software and CRM/sales tools. Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos).
NewSeasonal Tax Associate – Retail IntuitSeasonal Tax Associate – RetailNew York, NY$22–$28.50 / hourEntrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store, including tax preparation software and CRM/sales tools. Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos).
NewTax Accountant - In-Store IntuitTax Accountant - In-StoreNew York, NY$28–$36 / hourPassionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). As a Tax Expert – Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” .
NewTax Accountant – Retail Location IntuitTax Accountant – Retail LocationNew York, NY$28–$36 / hourPassionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). As a Tax Expert – Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” .
NewSeasonal Tax Associate - In-Store IntuitSeasonal Tax Associate - In-StoreYonkers, NY$22–$28.50 / hourEntrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store, including tax preparation software and CRM/sales tools. Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos).
NewSenior Tax Expert – Retail IntuitSenior Tax Expert – RetailYonkers, NY$28–$36 / hourPassionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). As a Tax Expert – Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” .
NewSeasonal Tax Expert - In-Store IntuitSeasonal Tax Expert - In-StoreYonkers, NY$28–$36 / hourPassionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). As a Tax Expert – Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” .
NewRetail Tax Expert IntuitRetail Tax ExpertNew York, NY$28–$36 / hourPassionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). As a Tax Expert – Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” .
NewTax Support Associate – Retail IntuitTax Support Associate – RetailNew York, NY$22–$28.50 / hourEntrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store, including tax preparation software and CRM/sales tools. Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos).
NewSenior Tax Planner Vaco LLCSenior Tax PlannerNew York, NY$160,000–$200,000Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Design individualized tax strategies across retirement planning, charitable giving, education funding, equity compensation, AMT exposure, real?estate investments, multistate issues, international considerations, and estate?related topics.
NewTax Senior with strong Corporate Return experience (cpa firm) CPA firmTax Senior with strong Corporate Return experience (cpa firm)New York, NY$90,000–$135,000 / yearFull timeA CPA firm is currently seeking a Senior Tax Preparer who has significant experience with Form 1120.
Rehire Tax Preparer ADXRehire Tax PreparerBrockport, New YorkThank you for your interest in Jackson Hewitt Inc., Jackson Hewitt Technology Services, LLC, Tax Services of America, Inc., or any of its or their subsidiaries, affiliates, or related entities (collectively herein, “Jackson Hewitt” or the “Company,” but excluding independently owned and operated franchise locations). I certify that all answers given in connection with my application(s) for employment with Jackson Hewitt Inc. and/or its wholly owned subsidiary Tax Services of America, Inc. (collectively, the “Company”) are true and complete to the best of my knowledge.
Seasonal Tax Preparer The Bonadio GroupSeasonal Tax PreparerBuffalo, New YorkThe Bonadio Group is currently seeking experienced Seasonal Tax Preparers to support our Small Business Advisory Service Line in our Buffalo office between January 2027 and April 2027. All communications from The Bonadio Group regarding recruitment and hiring will come from an @bonadio.com email address and our process includes a discussion with our Talent Management team.
Seasonal Tax Preparer Bonadio & Co LLPSeasonal Tax PreparerAlbany, NY$25–$35 / hourThe Bonadio Group is currently seeking experienced Seasonal Tax Preparers to support our Small Business Advisory Service Line in our Albany office between January 2027 and April 2027. All communications from The Bonadio Group regarding recruitment and hiring will come from an @bonadio.com email address and our process includes a discussion with our Talent Management team.
Tax Preparer SGA Inc.Tax PreparerPleasantville, NYUnderstanding of PTET ( Pass-through entity tax) quarterly estimated tax payments especially in New York and Connecticut. Review, reconcile, and correct disorganized or incomplete financial records in various formats (QB Desktop, QBO, clients' systems).
Tax Preparer Software Guidance & AssistanceTax PreparerPleasantville, NY$100,000–$125,000 / yearUnderstanding of PTET ( Pass-through entity tax) quarterly estimated tax payments especially in New York and Connecticut. Review, reconcile, and correct disorganized or incomplete financial records in various formats (QB Desktop, QBO, clients' systems).
NewTax Senior / Manager - Real Estate WhitecapTax Senior / Manager - Real EstateNew York, NYDisclosure: The hourly rates and/or salaries listed may or may not reflect total compensation packages including bonus and fringe benefits, etc., nor are the advertisement(s) posted a guarantee of a certain compensation package for a position or bona fide offer of employment. They offer great benefits including, unlimited PTO, summer hours on Fridays from the end of April through Labor Day, and much more!
Tax Staff (Hybrid) Ascend Partner FirmsTax Staff (Hybrid)New YorkAscend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today’s industry challenges to reach their full potential. Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow.
Tax Semi-Senior (Hybrid) Ascend Partner FirmsTax Semi-Senior (Hybrid)New YorkAscend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today’s industry challenges to reach their full potential. Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow.
Tax Supervisor (Hybrid) Ascend Partner FirmsTax Supervisor (Hybrid)New YorkAscend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today’s industry challenges to reach their full potential. Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow.
Tax Manager Cognyte Software LtdTax ManagerNY$135,000–$150,000 / yearThe Tax Manager reports to the Tax Director and will work with the tax team, other accounting personnel, and worldwide offices to support accurate annual income tax filings and the quarterly and year-end income tax provisions. Income Tax Accounting: Preparation of the quarterly and year-end U.S. income tax provision, including estimated book-to-tax differences and supporting calculations and entry of amounts into provision software at year-end.
NewTax Consulting Manager TruelineTax Consulting ManagerStaten Island, NJ$95,000–$135,000Trueline is seeking a Tax Consulting Manager - Client Advisory & Strategy to join its Staten Island, New York team, for a growing multi-office tax and accounting firm serving individuals and small businesses, This hands-on leader will guide tax strategy, manage and develop staff, and help clients turn accurate financials into smarter business decisions. Strong tax preparation and review experience at the Tax Manager, Tax Supervisor, or advanced Senior Tax Accountant level.
Tax Office Coordinator / Administrative Manager Hymes Barrera & Kim Cpa, LlpTax Office Coordinator / Administrative ManagerBronxille, New YorkThe ideal candidate has experience in a tax, accounting, bookkeeping, finance, or professional services office and is familiar with tax return documents, client paperwork, confidential records, and filing deadlines. Annual performance-based bonus opportunity Job SummaryWe are seeking a motivated, organized, and professional Office Manager / Office Coordinator to join our tax and accounting office.
Tax Director - US (CPA) AgoraTax Director - US (CPA)New York, NY$160,000–$190,000 / yearYou'll sign off on complex partnership returns, advise sponsors on structuring and transactions, lead a team of reviewers and preparers across onshore and offshore functions, and play a meaningful role in how we design, price, and bring our services to market. This is a client-facing, advisory role with real ownership: you'll sign off on complex partnership returns, advise sponsors on structuring and transactions, lead a team of reviewers and preparers (onshore and offshore), and help take our services to market.
Tax Provision Manager Morgan StanleyTax Provision ManagerNew York, New YorkWe're seeking someone to join our team as a Manager in Tax department to manage all aspects of IFRS tax provision preparation and review, serve as a subject matter expert for IAS 12 tax matters, and partner closely with controllers, auditors, and global tax teams to ensure high quality, accurate, and compliant report. This is a Director or Vice President level position within the Tax & Advisory job family which ensures compliance with income and indirect tax filings, reports tax information for the Firm’s regulatory filings, manages the Firm’s global tax authority relationships, including tax controversy, and monitors relevant tax regulations and legislation.
Vice President - IFRS Tax Accounting Morgan StanleyVice President - IFRS Tax AccountingNY$120,000–$205,000 / yearWhat youll bring to the role: • Advanced understanding of Finance functional area, product and/or client segment and technical skills, as well as of industry and competitive environment • Ability to provide positive and constructive feedback and acknowledge efforts of team members • Ability to articulate risk and impact to various audiences, and create plans to mitigate those risks • Minimum 8+ years of tax accounting experience, both public and private • Experience covering complex tax issues in a real-time environment • Strong working knowledge of Accounting for Income Tax rules under both ASC 740 and IAS 12 as well as solid general knowledge of GAAP and IFRS rules; IFRS/IAS 12 and ASC 740 experience is required • Bachelors in accounting or Masters in Tax • CPA certification preferred • Strong managerial skills, with a hands on approach • Strong organizational, analytical, interpersonal and communication skills • A solid team player who is also an independent thinker with an entrepreneurial mindset • Experience with CorpTax, Alteryx, and Power Query preferable but not required • Financial services industry experience preferable but not required. • Effectively communicate with external and internal stakeholders, including tax leadership • Act as point of contact for external tax accountants; evaluate and manage relationships with tax advisors and preparers • Evaluate and document the IFRS tax accounting implications of new transactions, restructurings, and other Firm initiatives.
Tax Technical Specialist David Joseph & CompanyTax Technical SpecialistNew York, New York$80,000–$160,000 / yearA Series A AI company (founded 2022) building an AI-native tax-preparation platform that automates complex tax-return preparation for CPA and accounting firms — turning preparers into reviewers and reviewers into advisors. Research complex tax and regulatory guidance from authoritative sources to define requirements, taxonomies, rule sets, and integration workflows for tax automation.
Senior Director, Transaction Advisory Services // Tax Reporting and Readiness Portage Point Partners LLCSenior Director, Transaction Advisory Services // Tax Reporting and ReadinessNY$300,000–$400,000 / yearOur cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). This Senior Director will serve private equity, direct lenders and corporate clients by helping them navigate transaction-related tax accounting matters, post-close integration, audit support, sell-side and IPO readiness, carve-out issues and tax function support.
Tax Manager Cornell UniversityTax ManagerIthaca, NY$106,881–$130,633 / yearAdditionally, you will have: Bachelor's degree required, preferably in Accounting, Finance, or a related field with minimum of 5 years of progressively responsible experience in federal, multi-state, and local tax compliance, including at 5 least years of experience preparing tax returns and related filings or equivalent combination of education and experience. While position responsibilities vary, every member of our community is expected to foster a culture of belonging and a healthy work environment by communicating across differences; being cooperative, collaborative, open, and welcoming; showing respect, compassion, and empathy; engaging and supporting others regardless of background or perspective; speaking up when others are being excluded or treated inappropriately; and supporting work/life integration of oneself and others.
Direct Tax Manager Axon Enterprise IncDirect Tax ManagerNY$116,550–$186,480 / yearThis person will partner closely with Tax leadership, Accounting, Finance, Legal, IT, external advisors, and international teams to help ensure timely, accurate, and scalable execution of global tax deliverables, while effectively communicating complex tax concepts to stakeholders outside of Tax and identifying opportunities to improve workflows, documentation, automation, and the use of emerging technologies, including AI, across the tax function. The ideal candidate brings strong technical expertise in federal, state, and international direct tax matters, as well as tax accounting experience, business acumen, excellent organizational and project management skills, and a hands-on approach to supporting both recurring tax operations and strategic initiatives.
Direct Tax Manager AxonDirect Tax ManagerNew York, NY$116,550–$186,480 / yearThis person will partner closely with Tax leadership, Accounting, Finance, Legal, IT, external advisors, and international teams to help ensure timely, accurate, and scalable execution of global tax deliverables, while effectively communicating complex tax concepts to stakeholders outside of Tax and identifying opportunities to improve workflows, documentation, automation, and the use of emerging technologies, including AI, across the tax function. The ideal candidate brings strong technical expertise in federal, state, and international direct tax matters, as well as tax accounting experience, business acumen, excellent organizational and project management skills, and a hands-on approach to supporting both recurring tax operations and strategic initiatives.
Partner Tax Preparation Advisor Manager PricewaterhouseCoopers LLPPartner Tax Preparation Advisor ManagerNY$73,500–$212,280 / yearAs a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by independently solving and analyzing complex problems to develop top-quality deliverables. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.
Partner Tax Preparation Advisor Senior Manager PricewaterhouseCoopers LLPPartner Tax Preparation Advisor Senior ManagerAlbany, NY$91,000–$321,500 / yearAs a Senior Manager you are expected to lead large projects, innovate processes, and maintain operational excellence while interacting with clients at a senior level to drive project success. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Craft and convey clear, impactful and engaging messages that tell a holistic story.
Tax Manager - Wealth Management EP Wealth Advisors LLCTax Manager - Wealth ManagementNYRemote$135,000–$150,000 / yearThis position involves client-facing activities providing comprehensive tax services to existing clients, developing new businesses, and assisting our advisors and financial planning team with strategic tax planning. Serve as a key point of contact between EP and our external tax preparation provider, supporting relationship management to ensure clear communication, timely follow-ups and resolution of tax preparation and workflow-related matters.
Rehire Client Support Associate ADXRehire Client Support AssociateBrockport, New YorkThank you for your interest in Jackson Hewitt Inc., Jackson Hewitt Technology Services, LLC, Tax Services of America, Inc., or any of its or their subsidiaries, affiliates, or related entities (collectively herein, “Jackson Hewitt” or the “Company,” but excluding independently owned and operated franchise locations). In this role, you will actively engage with clients, confirm appointments, follow up with past and potential clients, distribute marketing materials, and keep clients engaged during wait times.
Asset & Wealth Management, Private Family Office Client Analyst - Saratoga Springs The Goldman Sachs Group IncAsset & Wealth Management, Private Family Office Client Analyst - Saratoga SpringsSaratoga Springs, NYThe Goldman Sachs Private Family Office provides proactive financial counseling and full-service implementation to address the financial complexities of CEOs, founders, private equity principals and ultra-high net worth individuals and their families. We are committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.
Co-Founder & CEO - AI Accounting Agents for CPA Firms FutureSightCo-Founder & CEO - AI Accounting Agents for CPA FirmsNew York, NYCrossfoot is agentic accounting for small-to-mid CPA firms; a segment where accountant shortages are structural, client intake is capped by production headcount, and the manual close and tax prep workflow consumes the majority of senior staff capacity. Customer Development — Lead pilots with managing partners, CAS leads, and outsourced-accounting/BPO operators at small-to-mid CPA firms, convert them to paid engagements, and build the referral-led go-to-market motion.
Rehire Field Support Technician ADXRehire Field Support TechnicianBrockport, New YorkThank you for your interest in Jackson Hewitt Inc., Jackson Hewitt Technology Services, LLC, Tax Services of America, Inc., or any of its or their subsidiaries, affiliates, or related entities (collectively herein, “Jackson Hewitt” or the “Company,” but excluding independently owned and operated franchise locations). I certify that all answers given in connection with my application(s) for employment with Jackson Hewitt Inc. and/or its wholly owned subsidiary Tax Services of America, Inc. (collectively, the “Company”) are true and complete to the best of my knowledge.
Senior Manager, Accounting Geller AdvisorsSenior Manager, AccountingNew York, New YorkWorking with the CFO to ensure that the day-to-day financial operations are running smoothly, including financial reporting and control and cash flow management, ensuring that financial reports are accurate and completed in a timely manner. Reporting to the CFO and being responsible for managing a team of 7-8 team members, the successful candidate will function as an individual contributor and will liaise with the existing finance team, providing leadership and direction for financial policy and overall management of financial operations.
Senior Manager, Accounting Geller & Company, LLCSenior Manager, AccountingNY$121,500–$220,000 / yearYour Impact: Working with the CFO to ensure that the day-to-day financial operations are running smoothly, including financial reporting and control and cash flow management, ensuring that financial reports are accurate and completed in a timely manner. Reporting to the CFO and being responsible for managing a team of 7-8 team members, the successful candidate will function as an individual contributor and will liaise with the existing finance team, providing leadership and direction for financial policy and overall management of financial operations.
Controller GrassiControllerFarmingdale, New York$180,000The Buller Group LLC is a diversified organization with operations spanning real estate, manufacturing and distribution businesses in the building material industry. This individual will play a critical hands-on role, supporting multiple entities, maintaining accurate financial records, and ensuring compliance with tax and regulatory requirements.
Paralegal - Trusts & Estates Whiteman Osterman & HannaParalegal - Trusts & EstatesAlbany, NYFull timeMinimum of 1 year experience as a Trusts and Estates Paralegal, or as a Trust Officer, Tax Preparer, or in another relevant professional field where they gained experience in administering estates and trusts. Whiteman Osterman & Hanna LLP’s Estate Planning and Administration Practice Group is seeking a well-organized, numbers-oriented, team player to join its team at our Corporate Woods location.
NewClient Advisor Bessemer TrustClient AdvisorNew York, NY$100,000–$150,000 / yearThe Client Advisor acts internally as a liaison between Senior Client Advisors and all other service areas of the organization, such as Tax and Financial Planning, Investments, Legacy Planning and Trust Administration, Alternative Asset Management, Philanthropic Advisory, Real Estate and Insurance Advisory. Investment Management Assist the Senior Client Advisor in investment management activities including implementing investment objectives, rebalancing accounts, executing trades, monitoring asset allocation and investment performance, and overseeing investment transition.