Tax Director I Private Client Services CBIZ IncTax Director I Private Client ServicesMorristown, NJResponsible for short-term and long-term business planning; identify business opportunities for CBIZ in addition to their individual practice; Recognize business opportunities for our clients and for CBIZ; Participate in business development activities, including networking, identifying referral opportunities, and assisting with proposal development. Maybe the internal advisor on technical matters as a Subject Matter Expert; Lead sophisticated tax planning engagements involving wealth transfer strategies, estate and gift tax planning, trust structures, charitable giving, and family succession planning.
Deals - Capital Markets Accounting Advisory Services - Senior Manager PwCDeals - Capital Markets Accounting Advisory Services - Senior ManagerNew York, NY$124,000–$280,000 / yearPwC 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 . As a Deals- Capital Markets Accounting Advisory Services- Senior Manager, you will provide strategic guidance on a broad range of technical accounting, financial reporting, transaction structures, and capital markets topics.
Assurance Manager - Financial Services bdo consultingAssurance Manager - Financial ServicesNew York, NY$120,000–$140,000 / yearTraditionally responsibilities of the Assurance Manager will include advising the client on various economic and regulatory risks within their industry, resolving complex accounting issues, apply GAAP and GAAS consistently within complex situations, writing technical consultation memos on GAAP / GAAS issues, and documenting, validating, testing, and assessing various financial reporting control systems. 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.
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.
Tax Manager - Private Client Services WeaverTax Manager - Private Client ServicesLittle Falls, NJ$125,000–$191,000 / yearA Tax Manager works closely with firm leadership and plays a key role in business development and firm administration activities, including training and mentoring less-experienced team members. CPA with 5 or more years of experience in federal tax compliance, planning and consulting at a public accounting firm with a focus on high-net worth individuals, privately-owned business, investment partnerships, estates, and trusts.
Strategic Client Partner - AWS Financial Services CapgeminiStrategic Client Partner - AWS Financial ServicesNew York, NY$175,000–$250,000 / yearThe role sits at the intersection of business strategy, technology, and client engagement , with a strong emphasis on AWS-enabled solutions and long-term partnership development. The ideal candidate brings a combination of enterprise sales experience, financial services expertise, and the ability to engage credibly with senior client executives .
WFH Client Services Manager AO Globe LifeWFH Client Services ManagerScotch plains, NJRemoteWe provide structured training, mentorship, and warm leads from individuals who have requested information about supplemental benefit programs, allowing you to build valuable skills while working from anywhere in the United States. AO Globe Life provides supplemental benefits to working families across the United States, including union members, credit union members, and veterans.
Client Service Associate Redshift Recruiting LLCClient Service AssociateNew York, NY$22–$25 / hourA well-established financial services organization is seeking a motivated and detail-oriented Client Service Associate to support a fast-paced Wealth Management and Private Equity team. The Client Service Associate works closely with wealth managers, assists with client service needs, and helps ensure smooth daily office operations.
Client Service Operations Manager, Neuberger Wealth Neuberger Berman Group LLCClient Service Operations Manager, Neuberger WealthNew York, NY$115,000–$125,000 / yearAn employees pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This is a player/coach role for a hands-on operator who will initially execute alongside the team while building the systems, controls, and operating cadence needed to materially improve speed, accuracy, and scalability.
Client Logistics Manager Collaborative SolutionsClient Logistics ManagerJersey City, DelawareRemote$125,307–$147,420 / yearOwn the day-to-day coordination of client intake and outbound logistics with focus on VIP and high-end clientele, ensuring items move through receiving, cataloging, and shipping on time and without defects. Coordinate transport, such as armored vehicle, and insurance requirements for high-value collections; provide any additional logistical needs for international customers.
Unanet Senior Manager, Industry Specialty Services bdo consultingUnanet Senior Manager, Industry Specialty ServicesNew York, NY$135,000–$175,000 / yearReviews and develops policies and procedures related to accounting, contracts, and pricing for the client initiatives to secure new business, including but not limited to participating in Business Development meetings, developing relationships with clients and networking activities. 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 Senior Manager I Private Client Services CBIZ IncTax Senior Manager I Private Client ServicesMorristown, NJServe as a trusted advisor to high-net-worth individuals, multi-generational families, family offices, trustees, and closely held business owners, is relied upon for knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team. The Tax Senior Manager is responsible for managing complex tax engagements, advising clients on tax planning and compliance matters, supervising and mentoring staff, and contributing to business development efforts.
Tax Manager - Private Client Services AndersenTax Manager - Private Client ServicesNew York, New York$115,000–$197,100 / yearThe Requirements: 4+ years relevant work experience in an accounting firm, with at least 3 years of Private Client experience; Bachelor’s and/or advanced degree; Accounting, Finance, Economics or related degree (Preferred); Advanced credential allowing for IRS client representation (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. The Role: 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.
Institutional Client Service Representative New York Life Insurance CoInstitutional Client Service RepresentativeJersey City, NJ$45,000–$52,000 / yearOur diverse business portfolio creates opportunities to make a difference across industries and communities-inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs.
E-discovery and Litigation Support Manager bdo consultingE-discovery and Litigation Support ManagerNew York, NY$150,000–$175,000 / yearAssists OGC attorneys with executing eDiscovery strategy, including but not limited to the organization, tracking and execution of electronic data preservation, collection (forensic or otherwise), review and production in connection with a variety of civil, regulatory, government and administrative matters. • Ten (10) or more years of experience in an electronic discovery and/or forensic litigation setting as a litigation support specialist in a law firm, an in-house legal department or an external service provider of electronic discovery or forensic related services, required.
Client Service Specialist Guggenheim PartnersClient Service SpecialistNew York, NY$110,000–$125,000 / yearThe position requires a proactive approach to learning, a meticulous attention to detail, strong communication skills to foster lasting client relationships, and the ability to recommend solutions or escalate matters as needed. Provide expertise as an operational subject matter expert with regard to onboarding of funds and SMAs, ensuring all details are fully researched and addressed by all affected groups in the firm.
Client Service Associate Fortress Investment Group LLCClient Service AssociateNew York, NY$100,000–$140,000 / yearThe Credit and Real Estate Business Capital Formation Associate will: Respond to daily investor inquiries via phone and email; investigating and problem solving on topics which can range from reporting, performance, fund documents/guidelines Liaising with fund administrators, and internal middle/back office, treasury, legal, and compliance teams to ensure timely and accurate delivery of investor correspondence and reporting Facilitate capital activity events including subscriptions, redemptions, transfers and reviewing and tracking documentation from investors while liaising with internal and external legal and tax counsel Updating and maintaining investor records Documenting processes and policies and recommending additional procedures to enhance investor communications Complete frequent investor reporting requests including DDQs and fee requests as well as sourcing responses and liaising with internal finance, asset management, and compliance teams to complete more complex reporting Have an understanding of and ensure compliance with FINRA, FATCA and ERISA obligations as well implementing AIFMD, FOIA, and AML/KYC procedures The ideal candidate will have: A bachelor's degree from a top university with a strong academic record At least 2 - 3 years of financial services experience - fund administration, fund operations, or fund accounting experience is preferred Credit and/or real estate experience a strong plus Advance proficiency in CRM systems focused on alternative investments Advanced proficiency in PowerPoint and Excel Excellent verbal and written communication skills and strong interpersonal skills Ability to effectively manage multiple priorities Self-motivation with the ability to work independently and as a team player Excellent organizational skills Meticulous attention to detail Strong work ethic and desire to excel in a dynamic and fast-paced work environment The base salary range for this position is expected to be between $100,000 and $140,000 The base salary range proposed for this role has been set forth to comply with local law, but salary is only one element of the total compensation for this role. The Client Service team communicates directly with investors and will play a critical role coordinating communication between investors, Wire Houses, Financial Advisors, Reginal/independent broker dealers, RIAs and our Administrator & Transfer Agent.
Senior Manager, Backend Services A&E Television Networks, LLCSenior Manager, Backend ServicesNew York, NY$179,487–$210,000 / yearThis role combines technical leadership with people management, ensuring high-quality backend services that power our portfolio of consumer-facing applications and experiences. The ideal candidate brings deep backend engineering expertise, strong API design experience, and a proven track record of building and developing high-performing engineering teams.
Transaction Advisory Senior Manager - Data Analytics bdo consultingTransaction Advisory Senior Manager - Data AnalyticsNew York, NY$155,000–$180,000 / yearThe 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. We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual.
Client Service Journey Owner Neuberger Berman Group LLCClient Service Journey OwnerNew York, NY$80,000–$115,000 / yearAn employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. As a member of the Wealth Platforms & Experience organization, the role of Client Service Journey Owner will be responsible for the ownership and execution of several strategic programs and analyses related to Private Wealth's Client Service Journey.