Tax Supervisor | Private Client Services CBIZ IncTax Supervisor | Private Client ServicesMorristown, NJWith 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. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services.
CONFERENCE SERVICES ATTENDANT (ON CALL) Compass Group North AmericaCONFERENCE SERVICES ATTENDANT (ON CALL)NJSummary: Ensures that all meeting rooms and public areas of the facility are maintained to the highest level of professional appearance and that all meeting requirements are met prior to the meeting start time. Become part of Restaurant Associates, the industry's leading provider of dining and event catering for some of the nation's most prestigious museums, performing arts centers and corporations!
NewTreasury Services & Platform Enablement Mitchell MartinTreasury Services & Platform EnablementMorristown, NJ$280,000 / yearBy applying for this job, you agree to receive AI-generated calls, text messages, and/or emails from Mitchell Martin Inc and its affiliates and contracted partners at various frequency through traditional and automated methods. • The successful candidate will manage platform operations for treasury and commercial banking services, ensuring operational excellence and stability.
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.
Senior Tax Manager - Private Client Services AndersenSenior Tax Manager - Private Client ServicesNew York, New York$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.
Client Success Manager Randall-Reilly, LLCClient Success ManagerNYRemote$70,000–$80,000 / yearA Day in the Life of a Client Success Manager: This role serves as a trusted advisor to customers, helping them maximize the value of RigDig solutions through consultative engagement, strategic account planning, customer training, and proactive relationship management. Actual compensation packages are individualized and determined by various factors, including but not limited to the candidate's geographic location, relevant experience, internal equity, certifications, education, qualifications, specific skill set, and Fusable's business needs.
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.
NewCapital Markets Client Service Associate (Vn2872) Marex Group, Plc.Capital Markets Client Service Associate (Vn2872)New York, NY$125,000–$145,000 / yearThe primary function initially will be to provide the numerous Capital Markets trading desks with a central point of contact for onboarding, working closely with the various control and support functions that support onboarding, such as legal, credit, compliance and of course the KYC/onboarding team. Marex Group plc (NASDAQ: MRX) is a diversified global financial services platform providing essential liquidity, market access and infrastructure services to clients across energy, commodities and financial markets.
PGIM Custom Harvest - Client Service Associate Prudential Financial IncPGIM Custom Harvest - Client Service AssociateNewark, NJ$75,000–$105,000 / yearPGIM Custom Harvest, a division of PGIM Global Wealth, is a pioneer in the development of tax‑beneficial investment strategies using exchange‑traded funds (ETFs) for clients seeking improved after‑tax outcomes. Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
Client Relationship Executive - Cyber Managed Services PwCClient Relationship Executive - Cyber Managed ServicesNew York, NY$122,500–$423,780 / yearAs a Client Relationship Executive - Cyber Managed Services, you will play a pivotal role in establishing and nurturing strategic partnerships to enhance PwC's service offerings and address clients' most pressing business challenges. 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 .
CASAC-T - Residential Services Mitchell MartinCASAC-T - Residential ServicesBronx, NY$50,000 / yearIn this role, you'll work alongside an interdisciplinary team to provide counseling, recovery support, crisis intervention, and care coordination for adults living with co-occurring mental health and substance use disorders. • This is an excellent opportunity for a counselor who enjoys building meaningful relationships, advocating for clients, and making a lasting impact within a supportive residential setting.
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.
Tax Senior Manager - Private Client Services WeaverTax Senior Manager - Private Client ServicesLittle Falls, NJ$141,000–$290,000 / yearCPA with 7+ 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. A Private Client Services Tax Senior Manager provides federal tax compliance and planning services to high-net-worth individual clients and privately-held businesses.
Vice President, Service - Global Financial Services Healthcare Gerson Lehrman Group IncVice President, Service - Global Financial Services HealthcareNew York, NY$135,000–$150,000 / yearThis leader will oversee a portfolio of strategic healthcare-focused investment clients, including public market investors, while driving commercial growth, strengthening executive client relationships, and leading high-performing client service teams. The Vice President, Global Financial Services (Public Healthcare Growth) is a key commercial and people leadership role responsible for leading GLG''s Public Healthcare Growth client segment within Financial Services.
Associate Client Manager, Commercial Risk - Construction Practice BRP Group, Inc.Associate Client Manager, Commercial Risk - Construction PracticeBranchburg, NJResponsible for client audits; recording minutes from Client Success meetings; tracking technology issues as they relate to Client Success; keeping Operations team apprised of migration and charge status including charge imports and exports, as well as any known or potential issues. The Associate Client Manager serves as a technical resource for clients, advisors, Insurance Company Partners and prospects while providing prompt, efficient, high-quality service for designated accounts.
Latin America Private Bank - Senior Client Service Associate JPMorgan Chase & CoLatin America Private Bank - Senior Client Service AssociateJersey City, NJThis will entail working in a complex team-oriented and fast paced environment with advisors, product partners and operations teams to deliver a seamless and integrated approach across all Private Banking products. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Financial Services - Global Compliance and Reporting - Real estate -Tax Senior Manager-EDGE Ernst & Young Global LtdFinancial Services - Global Compliance and Reporting - Real estate -Tax Senior Manager-EDGENew York, NY$132,700–$303,200 / yearIf you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com. Lead tax processes by directing and coordinating day-to-day interactions with the team, reviewing engagement work product, driving delivery of services to meet deadlines for client deliverables, developing internal team members, and managing the functional efforts of such tax processes.
Director, Meetings & Event Services Jack Morton WorldwideDirector, Meetings & Event ServicesDayton, NJThe Director provides strategic direction, resource oversight, and people leadership while remaining closely involved in the execution of complex meetings and events, including corporate meetings, conferences, trade shows, brand activations, and experiential programs. The ideal candidate is an experienced event operations leader with strong financial and operational acumen, a client-centric mindset, and a passion for building and leading high-performing teams in a fast-paced, deadline-driven environment.
Tax Senior - Legal Managed Services Deloitte Touche Tohmatsu LtdTax Senior - Legal Managed ServicesNew York, NY$107,925–$205,000 / yearAt Deloitte Tax LLP, our Tax Technology Consulting (TTC) practice helps tax and legal departments pursue a streamlined, transparent, and efficient tax and legal functions that enhance the core responsibilities of compliance, reporting and planning, while also positioning tax and legal as a strategic business advisor for the digital era. Deloitte's Legal Managed Services (LMS) team assists corporate legal department clients with end to end, contract lifecycle management, as well as aids them with their responses to regulatory and other trigger events compelling organizations to analyze their contract portfolios and process.
Client Service Representative SagoClient Service RepresentativeNew York, NYThe world is transforming, and SAGO is continuously reaching new heights, redefining our solutions beyond our clients' wildest expectations, and making it smarter, faster, and easier to gain insights that matter. The ideal candidate is an outgoing people person who thrives on building positive relationships, delivering exceptional hospitality, and providing outstanding customer service.