Senior Tax Manager - Private Client Services AndersenSenior Tax Manager - Private Client ServicesGreenwich, Connecticut$145,000–$248,200 / yearThe Role: Senior Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated clients, which may include some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates. Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA or JD); Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; and.
Director, Client Services AmTrust Financial Services, Inc.Director, Client ServicesSouthington, ConnecticutFull timeThis position will report to the SVP, Client Services and partner with the AVP, Client Experience, Client Services Analytics Manager, AVP, Agency Services and VP Risk Control. The director will work in collaboration with the Client Services team to implement strategy, drive data integrity, optimize services and ensure operational process and policies are in place.
Tax Manager | Private Client Services CBIZ IncTax Manager | Private Client ServicesNew Haven, CTWith industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. Serve as client's trusted advisor, demonstrates knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team.
Tax Manager, Private Client Services BDO International LtdTax Manager, Private Client ServicesStamford, CT$112,000–$150,000 / yearA Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions.
Tax Manager, Private Client Services BDO USA PCTax Manager, Private Client ServicesStamford, CT$112,000–$150,000 / yearA Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions.
Private Client Services Tax Manager TalntPrivate Client Services Tax ManagerHarrison, New YorkYou'll become a key advisor to clients navigating significant wealth, closely held businesses, investments, gifting and estate considerations, and other complex tax decisions while working alongside experienced professionals across the firm's broader advisory platform. Instead of working on one piece of a client's tax situation, you'll advise individuals and families across the interconnected issues that come with significant wealth — income taxes, investments, businesses, trusts, estates, gifting, and long-term planning.
Private Client Services Tax Partner TalntPrivate Client Services Tax PartnerHarrison, New York$300,000–$400,000 / yearThis is an opportunity for an established Trust & Estate leader to advise high-net-worth and ultra-high-net-worth individuals and families across sophisticated estate, gift, fiduciary, and multigenerational wealth planning while helping shape the continued growth of the practice. You'll work alongside other private client professionals and outside advisors to solve complex planning issues for families whose needs extend across trusts, estates, closely held businesses, investments, charitable interests, and significant generational wealth.
Tax Experienced Associate, Private Client Services BDO USA PCTax Experienced Associate, Private Client ServicesStamford, CT$80,000–$83,500 / yearA Tax Experienced Associate, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.
Private Client Services Tax Director TalntPrivate Client Services Tax DirectorHarrison, New YorkA leading public accounting and advisory firm is looking to add a Private Client Services Tax Director to work with high-net-worth and ultra-high-net-worth individuals, families, business owners, trusts, and estates. You'll advise clients whose financial lives often span closely held businesses, investment partnerships, trusts, estates, real estate, and multigenerational wealth — giving you the opportunity to work across the entire client relationship rather than one piece of it.
Student Employment: Master’s Manna Client Services Assistant - AY 26/27 Quinnipiac UniversityStudent Employment: Master’s Manna Client Services Assistant - AY 26/27Hamden, ConnecticutJob Title: Master’s Manna Client Services Assistant Department: Office of Community Engagement Student Employment Type: Federal Work-Study Responsibilities: The Client Services Assistant, will assist with staffing the facility operating as one of the main points of contact for clients visiting Masters Manna. This position will involve greeting and assisting customers, answering the phone and responding to client questions, schedule appointments and other duties as needed.
Work From Home - Client Services Associate Global Elite Empire ConsultantsWork From Home - Client Services AssociateWest Haven, ConnecticutAll interviews will be conducted via Zoom video conferencing (Global Elite Empire Consultants is a third-party recruiter, not an insurance agency) We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership.
FX PB Client Services Associate Natwest GroupFX PB Client Services AssociateStamford, Connecticut$85,000–$130,000 / yearIn addition to base salary, our total rewards package also includes eligibility for an annual discretionary bonus; medical, dental, and vision plans; life and disability insurance; employee wellness programs; retirement and savings plans with potential employer contributions; generous paid time off policy, parental leave and tuition reimbursement. In your new role, you’ll be accountable for front to back coverage for allocated Prime Brokerage clients, leading client integration and managing all daily transactional activity, including booking, monitoring for exceptions and matching.
Account Executive (Sponsorship Analytics & Operations) (Payment Services Client) OAG OctagonAccount Executive (Sponsorship Analytics & Operations) (Payment Services Client)Stamford, ConnecticutThis role is highly focused on data analysis, asset management, reporting, and operational excellence, requiring an individual who enjoys working with large datasets, identifying trends, solving complex problems, and transforming data into actionable business insights. The ideal candidate will possess strong analytical, organizational, and process management skills, with experience developing reports, maintaining data integrity, and supporting business decision-making through accurate and insightful analysis.
Event Executive (Global Hospitality) (Payment Services Client) OAG OctagonEvent Executive (Global Hospitality) (Payment Services Client)Stamford, ConnecticutOur headquarters are in Stamford, CT, but the location of this position can be flexible with a priority given to candidates open to hybrid work (3 days a week in the office) in one of our office locations -- Stamford, CT or New York, NY.***. Omnicom’s policy requires employees to work in the office for a minimum of three days a week, unless additional in-office days are directed by their agency or manager.
Client Services – Alternative Investments AQRClient Services – Alternative InvestmentsGreenwich, CT$100,000–$130,000 / yearThe Operations team has a diverse set of responsibilities, including settling and recording thousands of transactions per day, identifying, and mitigating all operational risk, and partnering with technology to develop and implement low touch, streamlined processes. The primary responsibilities of the role include, but are not limited to: Provide support to AQR’s Business Development Team by helping educate clients on the unique structure of the AQR Flex 1 Series LLC fund.
Client Service Manager II GallagherClient Service Manager IIDanbury, ConnecticutThe actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. As a Private Client Service Manager at Gallagher, you’ll be the trusted advisor for High Net Worth individuals, managing their personal insurance programs and ensuring their unique needs are met with precision and care.
Hospitality Director (Global Hospitality) (Payment Services Client) OAG OctagonHospitality Director (Global Hospitality) (Payment Services Client)Stamford, ConnecticutWhere an employee or prospective employee is paid within this range will depend on, among other factors, actual ranges for current/former employees in the subject position; market considerations; budgetary considerations; tenure and standing with the company (applicable to current employees); as well as the employee’s/applicant’s background, pertinent experience, and qualifications. Our future Account Director should be someone with experience leading and hosting executives and B2B and B2C clients, coupled with a customer-centric mindset possessing the social savvy required to work across multiple marketing disciplines.
Client Services Representative I - PRN Sonic Healthcare USAClient Services Representative I - PRNRye Brook, NYRemoteYou've got great typing skills, a passion for solving problems, and a way of explaining things that helps people feel valued. LOCATION: Fully Remote, MUST reside within 25 miles of laboratory located at 760 Westchester Ave, Rye Brook, NY 10573.
Account Executive (Sponsorship Analytics & Operations) (Payment Services Client) Mediabrands Worldwide IncAccount Executive (Sponsorship Analytics & Operations) (Payment Services Client)Stamford, CTThis role is highly focused on data analysis, asset management, reporting, and operational excellence, requiring an individual who enjoys working with large datasets, identifying trends, solving complex problems, and transforming data into actionable business insights. The ideal candidate will possess strong analytical, organizational, and process management skills, with experience developing reports, maintaining data integrity, and supporting business decision-making through accurate and insightful analysis.
Client Services Specialist Moneco AdvisorsClient Services SpecialistFairfield, CTMoneco Advisors is a modern, full-service financial planning firm dedicated to helping clients live their best financial lives. We combine a collaborative culture with sophisticated planning tools and a personalized client experience — and we're looking for detail-oriented, client-focused individuals ready to grow with us.