Tax Partner- Private Client Services (Pcs) EisnerAmperTax Partner- Private Client Services (Pcs)Iselin, 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. We are seeking a Tax Partner for our Private Client Services (PCS) practice, focused on delivering integrated tax advisory and compliance solutions to high net worth individuals, family offices, and closely held businesses and their owners.
Senior - Commercial Tax Services (51919) Citrin Cooperman & Company LLPSenior - Commercial Tax Services (51919)Florham Park, NJAs a CTS Senior, you will be responsible for: Prepares federal and state tax returns, extensions, and quarterly projections for various clients (C-Corp, S-Corp, Partnership, Individual). Possess advanced knowledge of federal and state tax laws - corporate, individual, trust, gifts, and partnership taxation.
Client Services Manager - National Accounts CNA Financial CorpClient Services Manager - National AccountsNew York, NY$72,000–$141,000 / yearExternally focused, this role partners closely with brokers and agents and provides hands-on support for complex or high-impact accounts, requiring a high level of client engagement to maintain competitiveness and strengthen key relationships. Performs a combination of duties in accordance with departmental guidelines: Remains externally focused while serving as primary contact for assigned clients, commercial branch contacts, agents and brokers on all issues related to the client's service relationship with CNA.
Experienced Veterinary Client Service Representative/Receptionist - Abingdon Square Veterinary Clinic - NY Veterinary Innovative PartnersExperienced Veterinary Client Service Representative/Receptionist - Abingdon Square Veterinary Clinic - NYNew York, NY$21–$26 / hourVIP is guided by a mission to provide veterinarians and their teams with all the resources, mentorship, and autonomy they need to thrive personally and professionally while giving pets the best possible care. Abingdon Square Veterinary Clinic is looking for an exceptional Client Service Representative to join our busy, five-doctor veterinary hospital in New York City.
Client Services Consultant Cort Business Services CorpClient Services ConsultantNew York, NYCORT, a part of Warren Buffett's Berkshire Hathaway, is the nation's leading provider of transition services, including furniture rental for home and office, event furnishings, destination services, apartment locating, touring and other services. With more than 100 offices, showrooms and clearance centers across the United States, operations in the United Kingdom and partners in more than 80 countries around the world, no other furniture rental company can match CORT's breadth of services.
Commercial and Residential Services Technician Sparkle SquadCommercial and Residential Services TechnicianMorristown, New JerseyWe specialize in commercial and home services, including window cleaning, pressure washing, exterior building soft washing, gutter cleaning and holiday lighting—delivering Cleaner, Safer, Better solutions to our customers. Complete “ground-game” marketing tactics including hanging door-signs, setting up road-side signs, earn customer reviews and perform other tasks to increase the visibility of the Sparkle Squad brand.
Senior Account Manager, Client Services Influencer LtdSenior Account Manager, Client ServicesNew York, NY$80,000–$90,000 / yearFounded in 2015 by YouTuber-turned-entrepreneur Caspar Lee and entrepreneur Ben Jeffries, Influencer is the world's largest independent creator marketing agency - powered by a unique ecosystem of proprietary technology, platform partnerships, and longstanding talent relationships. Support the Account Director in budget management, forecasting and tracking project cash flow, campaign spending, and cost of serviceLead development of Post Campaign Analysis reports & present to the client in partnership with Insights & Measurement Team.
NewPrivate Client Service Associate - Outsourced Advisory Solutions The Capital Group Companies, Inc.Private Client Service Associate - Outsourced Advisory SolutionsNew York, NY$88,080–$140,928 / yearIn addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings. Our current focus is across three pillars: solicitation, turnkey asset management platforms, and direct-to-broker and sits within the Private Client Services group.
Senior Associate, Client Service Associate (CSA) Webster Financial CorpSenior Associate, Client Service Associate (CSA)New York, NYCSAs assist with facilitating the following tasks: Account analysis maintenance, account opening, coordination with RM to outline accounts/products/services needed for new client onboarding, drawdowns/repetitive wires, fee reversals, fraud reporting/cases, interest adjustments, limit increases (ACH, wire, remote deposit), money movement (manual wires and transfers), rate variance requests, escrow subaccount creation/maintenance, and unposted check/ACH payments. CSAs are responsible for executing the following tasks: Providing clients with account statements, balance inquiries, bank verification letters, chargeback copies, check images, federal reference numbers, and tax forms.
Director, Client Delivery Apex Clearing CorporationDirector, Client DeliveryNew York, NY$152,240–$190,300 / yearThis role requires an experienced professional with deep expertise overseeing end-to-end client onboarding functions for broker dealers, fintechs, wealth management firms, asset managers, RIAs within the financial services industry. Apex Fintech Solutions (Apex) powers innovation and the future of digital wealth management by building tech-forward solutions that help simplify, automate, and facilitate access to financial markets for all.
Professional Services Tax Supervisor Withum Smith+Brown, PCProfessional Services Tax SupervisorNew York, NY$90,000–$170,000 / yearJob Description: Withum's Tax Services Group is made up of a brilliant team of tax specialists that work to ensure tax reporting obligations are met in an accurate and timely manner and minimize or defer the payment of taxes. In this position, you will take a lead role on all aspects of audit engagements, from planning to completion, to include supervision/mentoring of staff and building/maintaining relationships with clients.
Counsel - Corporate Banking Products and Services The Toronto-Dominion BankCounsel - Corporate Banking Products and ServicesNew York, NY$140,000–$231,000 / yearDepth & Scope: Provides consistent and sound legal advice in a clear, concise and responsive manner by taking initiative to develop legal knowledge and skill; knowing relevant substantive law, identifying legal issues; knowing the business and its products, operations, strategy, risk appetite and regulatory environment; owning the role of interpreting legal requirements through a balanced understanding of the law and business context to formulate relevant legal theories; and identifying business issues and policies related to the legal requirements, describing legal issues and options to the client. Ongoing legal support includes advising on new and updated products and services, including partnerships and sourcing arrangements; aligning customer product terms; supporting customer contracting and negotiations; advising on escalated customer and regulatory issues; reviewing communications, digital content and marketing materials; and collaborating with other teams in TD Legal.
Assurance Manager - Financial Services EisnerAmperAssurance Manager - Financial ServicesIselin, 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. By operating on the core tenets of profound trust, professional integrity, and consistent results, we strive to create lasting partnerships with our clients based on solutions rather than simply identifying issues in their financial statements.
Legal & Claims Senior Manager, Professional Services Group Aon PlcLegal & Claims Senior Manager, Professional Services GroupNew York, NY$167,000–$210,000 / yearSkills and experience that will lead to success 15+ years of progressively responsible experience in professional and financial lines insurance with significant emphasis on complex claims and coverage, including: Lawyers professional liability / legal malpractice (E&O) and/or other professional services E&O; and One or more of: accountants E&O, management consultants E&O, cyber, EPL, D&O/management liability; experience with Property & Casualty programs is strongly preferred but not required. How this opportunity is different As Senior Vice President, you will be a senior leader and subject matter expert for PSP's claims advocacy offering, independently leading our most complex and sensitive claims and shaping advocacy strategy, data insights and best practices across the practice.
Pro Services Specialist Floor & DecorPro Services SpecialistTotowa, New JerseyPrimary responsibilities include understanding trends in the PRO Market, collaboration with the Installation Materials and Design Services departments in order to build the sales organization and serve our PRO customers. This policy applies to all areas of employment, including recruitment, testing, screening, hiring, selection for training, upgrading, transfer, demotion, layoff, discipline, termination, compensation, benefits and all other privileges, terms and conditions of employment.
PRO Services Specialist Floor & DecorPRO Services SpecialistWoodbridge, New JerseyPrimary responsibilities include understanding trends in the PRO Market, collaboration with the Installation Materials and Design Services departments in order to build the sales organization and serve our PRO customers. This policy applies to all areas of employment, including recruitment, testing, screening, hiring, selection for training, upgrading, transfer, demotion, layoff, discipline, termination, compensation, benefits and all other privileges, terms and conditions of employment.
Wholesale Account Services Specialist TapestryWholesale Account Services SpecialistNorth Bergen, New JerseyReview and maintain orders through the order management system (SAP) from the time of receipt to the time of shipment which includes post market activities, ownership of order status, executing order book changes based on business/customer needs and monitoring shipment flow to mitigate any risk to revenue for the month/quarter. Developing Direct Reports and Others : Provides challenging and stretching tasks and assignments; holds frequent development discussions; is aware of each person's career goals; constructs compelling development plans and executes them; pushes people to accept developmental moves; will take on those who need help and further development; cooperates with the developmental system in the organization; is a people builder.
Senior Consultant, Tax Technology Services (Gestc) - Software Engineer (Pega) DeloitteSenior Consultant, Tax Technology Services (Gestc) - Software Engineer (Pega)New York, NY$102,750–$195,250 / yearAt Deloitte Tax LLP, our Global Employer Services (GES) Technology Group consultants help multinational clients develop programs, processes and digital offerings to manage a global workforce and the compliance obligations arising from global mobility, business travel and remote working. People within our technology group come from a diverse background - they partner with our go-to-market teams and global clients to solve challenging problems and design experiences and products that anticipate what our Deloitte clients will want and solutions that keep them compliant with global and local regulations.
Operations Lead Specialist - Client Account Profile Brown Brothers Harriman & CoOperations Lead Specialist - Client Account ProfileJersey City, NJ$65,000–$75,000 / yearThe Lead Specialist works closely with the Client Service Group and other Operations teams to deliver accurate account profile support, resolve inquiries, strengthen controls, and contribute to a consistent client and internal stakeholder experience. Position Summary: The Ops Lead Specialist, Client Account Profile, supports the supervisor in coordinating day-to-day workflow, maintaining productivity, and ensuring accurate and timely account setup and maintenance activities across the unit.
Sr. Client Manager - Construction Practice BRP Group, Inc.Sr. Client Manager - Construction PracticeBranchburg, NJThe Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. Client Manager assists in the coordination of carrier relationships on behalf of the company by leading the service team on large accounts as assigned, including coordinating key services and developing the initial placement/renewal strategy within our Construction Practice.