Tax Manager, Private Client Services bdo consultingTax Manager, Private Client ServicesPhiladelphia, PA$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 Senior Manager, Private Client Services bdo consultingTax Senior Manager, Private Client ServicesPhiladelphia, PA$146,000–$200,000 / yearA Tax Senior Manager, Private Client Services (PCS) 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.
Tax Senior Manager - Private Client Services WeaverTax Senior Manager - Private Client ServicesPhiladelphia, PA$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.
Tax Senior Manager - Private Client Services (Pcs) EisnerAmperTax Senior Manager - Private Client Services (Pcs)Princeton, NJOur clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. About our Private Client Services (PCS) Team: The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals.
Tax Manager - Private Client Services (Pcs) EisnerAmperTax Manager - Private Client Services (Pcs)Philadelphia, PAOur clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. About our Private Client Services (PCS) Team: The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals.
Client Services Director Visiting Angels Greater PhiladelphiaClient Services DirectorJenkintown, PALocation: Jenkintown, PA — On-Site Employment Type: Full-Time, Exempt Turn Complexity Into Impact—With People at the Center At Visiting Angels, exceptional care is built on empathy and exceptional leadership. We are seeking a Client Services Director who knows how to lead people, solve complex challenges, build strong relationships, and create an environment where both clients and team members thrive.
Client Services Associate Hueman PE Talent SolutionsClient Services AssociateChadds Ford, PAFor over 40 years, Lympha Press has produced the most well-regarded dynamic compression therapy systems and helped patients all over the world with lymphedema, venous insufficiency, and lipedema manage their condition and improve their quality of life. Must demonstrateproficiency and productivity in a fast-paced environment with unscheduled interruptions while maintaining acceptable judgment, responsibility, and assumption for decisions, consequences, and results.
Senior Manager - International Tax (Private Client Services) EisnerAmperSenior Manager - International Tax (Private Client Services)Philadelphia, PA$150,000–$210,000 / yearOur clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. About Our Tax Team: As the largest service line within the firm, EisnerAmper's Tax Group does not only provide trusted and innovative tax solutions to its clients, but it creates new opportunities for employees to grow, both personally and professionally.
Manager / Senior Manager, Client Services True North InsightsManager / Senior Manager, Client ServicesPhiladelphia, PA$86,000–$95,000 / yearOne day you may be partnering with your team to deliver a time-sensitive investment diligence project, and the next coaching team members, refining operational strategy, or collaborating across global offices to drive better outcomes for clients and employees alike. At True North Insights, you'll be part of one of the fastest-growing expert networks, partnering with leading healthcare and life sciences companies, institutional investors, and management consulting firms on their most important research initiatives.
Client Account Services Coordinator Ballard SpahrClient Account Services CoordinatorPhiladelphia, PennsylvaniaRemoteThis role helps maintain accurate account documentation, prepares client communications and reports, supports firm collection campaigns, and collaborates with legal and administrative teams to ensure timely, professional follow-up on aged receivables. Collaborate effectively with attorneys, legal assistants, accounting personnel, and administrative staff across multiple departments and office locations to support firm collection initiatives and promote a positive working environment.
Client Services Associate Care Options for KidsClient Services AssociateMount Laurel, New JerseyCare Options for Kids connects leading pediatric specialists with families to provide best-in-class pediatric nursing, therapy, and school-based services. We are looking for a critical thinker and proactive Client Service Associate that shares our dedication to quality and our genuine concern for the comfort and dignity of our clients.
Client Account Services Administrator Ballard Spahr LLPClient Account Services AdministratorPhiladelphia, PennsylvaniaRemoteThis role helps maintain accurate account documentation, prepares client communications and reports, supports firm collection campaigns, and collaborates with legal and administrative teams to ensure timely, professional follow-up on aged receivables. Collaborate effectively with attorneys, legal assistants, accounting personnel, and administrative staff across multiple departments and office locations to support firm collection initiatives and promote a positive working environment.
NewMerchant Services Account Executive - Virtual Client PNC BankMerchant Services Account Executive - Virtual ClientPhiladelphia, PennsylvaniaPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Business Banking, Client Relationship Building, Cold Calling, Competitive Strategies, Customer Inquiries, Merchant Services, Negotiation, Operations Management, Prospecting, Sales, Sales Operations Competencies .
Client Service Manager 365 Health ServicesClient Service ManagerPhiladelphia, PAMaintains regular contact and develops relationships with active clients, consumers and referral sources to identify current staffing needs and requirements, projected openings, and potential new business opportunities.11. The Client Service Manager is responsible for building a network of qualified candidates, evaluating skills in relation to the position requirement, negotiating compensation, overseeing completion of on-boarding requirements, and managing active direct care workers.
Director of National Strategic Client Services- Employee Benefits Insurance Office of AmericaDirector of National Strategic Client Services- Employee BenefitsAudubon, NJRemote$195,000–$215,000 / yearFull timeThis role serves as the strategic leader across designated national accounts, partnering closely with Producers, Account Executives, Account Managers, and operational leadership to deliver consultative, data-driven solutions that improve client outcomes, support retention, and drive organic growth. Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs.
NewClient Revenue Manager (Professional Services) iPipelineClient Revenue Manager (Professional Services)Wayne, PennsylvaniaFull timeWith one of the industry’s largest data sets, we help advisors/advisers and agents to transform paper and manual operations into a secure, seamless digital experience – from proposal to commission– so they can help better secure the financial futures of their clients. We couple one of the most expansive digital and automated platforms with one of the industry’s largest data libraries to accelerate, automate, and simplify various applications, processes, and workflows – from quote to commission – with seamless integration.
Manager - Client Services Infosys LtdManager - Client ServicesPennsylvania, PA$30–$50 / hourLeveraging deep industry expertise and global delivery capabilities, Infosys helps clients modernize technology landscapes, enhance operational resilience, optimize engineering processes, and unlock new business value through cloud, data, AI, automation, cybersecurity, and enterprise platforms. In this strategic leadership role, you will be responsible for growing and managing a multimillion-dollar portfolio, building executive-level relationships, identifying transformational opportunities, and driving business growth across a broad spectrum of technology and consulting services.
NewInstitutional Client Services Administrator II M&T Bank CorpInstitutional Client Services Administrator IIWilmington, DE$59,500–$99,100 / yearEducation and Experience Required: Bachelor''s degree and a minimum of 1 year relevant experience, OR in lieu of a degree, A combined minimum of 5 years' higher education and/or work experience, including a minimum of 1 year relevant experience. Working in a team environment, provides account specific administration support and client service tasks to support the business, concentrating on quality and accuracy of daily work and superior relationship management, while minimizing risk.
Manager, Client Accounting Services, Small Business Baker Tilly Advisory Group, LPManager, Client Accounting Services, Small BusinessPhiladelphia, PennsylvaniaBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. This position is accountable for the accounting operations of their clients' company, to include the preparation of periodic financial reports, maintenance of an adequate system of controls designed to mitigate risk, enhancing the accuracy and relevancy of reported financial results, and ensuring that reported results comply with the appropriate accounting framework.
Manager, Client Accounting Services Small Business-Healthcare Senior Living Baker Tilly Advisory Group, LPManager, Client Accounting Services Small Business-Healthcare Senior LivingPhiladelphia, PennsylvaniaBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. This position is accountable for the accounting operations of their clients' company, to include the preparation of periodic financial reports, maintenance of an adequate system of controls designed to mitigate risk, enhancing the accuracy and relevancy of reported financial results, and ensuring that reported results comply with the appropriate accounting framework.