2,416 Results for

Client Services Jobs in Levittown, NY

Jobs

New York, NY19 days ago

$136,000–$165,000 Per Year

A Tax Experienced 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. 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.

New York, NY17 days ago

$112,000–$150,000 Per Year

A 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.

New York, NY13 days ago

$22–$32 Per Hour

Job Description: Client Service is responsible for retaining, growing, and developing strategic client relationships for a portfolio of (country, regional or global) clients for which they have primary service coverage responsibility, in line with applicable internal policies and external legal/regulatory frameworks. Identify, receive, transfer, invest and disburse trust and agency funds pursuant to the terms of the legal contracts (investment using internal and external investment firms, money movement via Fed Wires, Swift, and ACH; set up of payments).

New York, NY9 days ago

$100,000–$135,000

The Manager/Consulting Services will lead project teams and interact with clients and their Big 4 auditors on all aspects of engagements, including report writing, developing, and managing relationships with client management, and business development. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs.

New York, NY8 days ago

$125,000–$200,000

Run multiple and challenging Transaction Advisory Services engagements (financial due diligence), participating in transactions related to the acquisitions by private equity investor groups and strategic corporate buyers . Responsibilities Include: Manager/Director Transaction Services will lead buy - side diligence, sell - side diligence, working capital assistance, merger integration and optimization, divestitures and carve outs, and valuation services .

New!

New York, NY1 day ago

$170,000–$230,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. You will represent a full portfolio of engineered products and services, working closely with engineering, manufacturing, and project teams to deliver high impact solutions to clients.

New!

New York, NY1 day ago

$170,000–$400,000 Per Year

New York, NY13 days ago

Under supervision, the role communicates with clients and focuses on supporting the onboarding of new client accounts, delivering reports to clients, and working with business partners to service client needs throughout the client lifecycle. The Client Service Associate partners with associates across Global Client Group to service clients (Institutional and High Net Worth) or Distributors investing in, or distributing the company's products.

New!

New York, New York5 days ago

$26.35–$30.20
Full-time

Additional responsibilities include: Preparing, sending, and receiving hand-delivered packages, UPS, and Federal Express packages. Assist in sorting and distributing incoming and interoffice mail, including nightly mail drops.

New!

Woodbury, NY1 day ago

$89,000–$150,000

Kforce's client, a successful, established Long Island based CPA firm with diverse client base is seeking a Manager for their Tax and Accounting Services practice. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs.

New York, NY16 days ago

$99,750–$262,500 Per Year

Work with Specialized Tax Services and International Tax Partners, Local Office Managing Partner and local and regional Business Development Managers to develop and execute an effective marketing plan. Additionally, the International Tax Senior Manager is a critical part of the office’s / region’s Tax Services leadership team and in this capacity will act as source for guidance on international tax questions and issues.

New York, NY16 days ago

$120,000–$160,000 Per Year

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. The Tax Manager, Transaction Advisory Services is an essential team member that will work to ensure engagements are executed timely and that client expectations are met, if not exceeded and support the overall delivery of the national TAS strategy.

New York, NY16 days ago

$170,000–$220,000 Per Year

The Tax Senior Manager, Transaction Advisory Services is an essential team member that will work to ensure engagements are executed timely and that client expectations are met, if not exceeded and support the overall delivery of the national TAS Tax strategy. 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.

New!

Jersey city, NJ2 days ago

$26–$26

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.

New!

New York, NY1 day ago

$160,000–$215,000 Per Year

Established over 50 years ago with billions in assets, we have expertise in a wide array of strategic advisory services our Transaction Advisory Services practice assists private equity and corporate clients with financial, IT and tax due diligence, business analytics and technical accounting matters associated with corporate mergers, divestitures and acquisitions (M&A). Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

New!

New York, NY1 day ago

$120,000–$150,000 Per Year

New!

New York, NY1 day ago

$200,000–$250,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.

New!

Stamford, CT2 days ago

$190,000–$335,000 Per Year

The Tax Managing Director is responsible for applying industry specific knowledge to advise clients on the tax implications of their business objections, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits.

New!

New York, NY2 days ago

$125,000–$225,000 Per Year

Growth Opportunities: Appian provides a diverse array of growth and development opportunities, including our leadership program tailored for new and aspiring managers, a comprehensive library of specialized department training through Appian University, skills based training, and tuition reimbursement for those aiming to advance their education. Actual compensation will be dependent on a number of factors including, but not limited to, the candidate’s relevant work experience, qualifications, internal peer equity, and market and business conditions that exist when extending an offer.[If applicable to position: Sales roles may be eligible to participate in a commission plan subject to the terms of the applicable plans and policies.

New!

New York, NY2 days ago

Join Barclays as an Equity Research Business Services, AVP, where you’ll have the chance to collaborate with senior analysts to produce comprehensive research reports and presentations while monitoring market trends, economic indicators, and company news to update and refine investment solutions. They may also lead a number of specialists to influence the operations of a department, in alignment with strategic as well as tactical priorities, while balancing short and long term goals and ensuring that budgets and schedules meet corporate requirements.

New!

Uniondale, NY6 days ago

Join us at New York Life, where we empower our Sales Managers to lead with confidence and make a meaningful impact in the financial services industry. Responsibilities:Lead and inspire a dynamic sales team to achieve and exceed sales targets, fostering a culture of excellence and innovation.

New York, NY16 days ago

$79,800–$168,000 Per Year

The Tax Manager, International Tax Services will manage international tax consulting projects for multinational businesses including identifying planning and optimization needs, developing solutions, communicating to the client in a non-technical manner while managing risk and coordinating the overall implementation process between the client, BDO internal services teams, BDO member firms globally and outside advisors. An Tax Manager, International Tax Services is responsible for advising multinational clients in a large variety of industries of the tax implications relating to their business objectives, recommending alternate courses of action, as well as identifying different methods of complying with tax regulations.

New!

New York, NY2 days ago

$250,000–$350,000 Per Year

The responsibilities of this role will include working with BDO counterparts in India to increase capacity for Section 382 consulting, training the TAS team and overall tax practice as to Section 382 tax technical topics, and improving BDO’s deliverables, tools, and templates related to Section 382. Understands the technical and practical issues and opportunities regarding the taxation of corporate mergers, acquisitions, and restructurings involving corporate entities, including (but not limited to): Form and ramifications of various taxable asset and stock transactions.

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New York, NY2 days ago

$147,500–$211,000 Per Year

You will collaborate closely with domain architects, technology & product partners, and business stakeholders to ensure the platform aligns with enterprise objectives while leveraging AI-enabled capabilities, cloud technologies, and modern frameworks. In this role, you will leverage cutting-edge technologies—including Generative AI—to increase productivity, streamline processes, and create seamless experiences for clients, agents, and employees.

New!

New York, NY2 days ago

Remote

$95,000–$125,000 Per Year

Provides sales consultation, design, support, and management of client activity involving but not limited to the collaboration, enterprise networking, data solutions and security products and services with primary focus in designated region. Establishes, maintains, and develops business with clients and potential clients in the assigned business sectors to enhance the potential for meeting the objectives of maximum profitability and growth through effective sales and services.

New!

New York, NY2 days ago

$250,000–$400,000 Per Year

Leads complex deal related issues and provides appropriate insight into deal specific matters, including but not limited to quality of earnings adjustments, pro-forma/normalization calculations, working capital analysis and definition, debt and debt-like analysis, warranties & indemnities, sale and purchase agreement review. Ten (10) years of prior financial statement related professional services experience, of which at least five (5) years has been spent in a dedicated TAS environment, to include complex national and multi-national buy and sell side transactions, required; carve-out experience, preferred.

New!

New York, NY1 day ago

$1,500,000–$250,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our ideal candidate is someone who thrives in a fast-paced, innovative environment and is not afraid to dive deep into the world of AI, tech companies, and legal matters.

New!

New York, NY2 days ago

$250,000–$300,000 Per Year

NYL PFI is a leading capital provider in the private placement and asset backed finance industries The primary focus of NYL PFI is the origination and management of corporate and infrastructure related debt investments across a variety of sectors, including expertise in sports, REIT, healthcare and utility industries. With over 60 years in business, New York Life Private Fixed Income (“NYL PFI”) is the Private Placement and Asset Backed investment arm of New York Life Investment Management (“NYLIM”), which is a wholly owned subsidiary of New York Life Insurance Company (“New York Life”).

New!

New York, New York5 days ago

$185,000–$275,000
Full-time

Reed Smith Legal Solutions is seeking a strategic and entrepreneurial Senior Manager & Team Lead, Intelligence & Investigations, to build and lead a premier global investigative practice supporting clients across the legal, financial services, corporate, and private equity sectors. The Senior Manager will lead the development of a high-performing global investigations team, oversee sophisticated client engagements, and execute strategic business development initiatives across law firms, investment firms, and multinational corporations.

New!

New York, NY2 days ago

This is an exciting opportunity to showcase your expertise in drafting, negotiating, and executing prime services agreements (including cash prime brokerage agreements, futures agreements, OTC clearing agreements, and ISDA master agreements, Intermediation agreements (FXPBA), repurchase agreements (GMRA/GMSLA) and stock lending agreements (MSLA)), and provide the highest quality of service to sophisticated, multi-faceted and high-caliber clients in a dynamic environment. As a Barclays Prime Services Negotiator VP, you will be responsible for drafting, negotiating, and executing capital markets contract documentation to support the Prime Services and Prime Derivative Services businesses.

New!

New York, New York5 days ago

$165,000–$185,000
Full-time

Reed Smith Legal Solutions is seeking a highly experienced and strategic Manager, to join their Intelligence & Investigations team to lead complex investigative engagements and deliver actionable intelligence to clients across the legal, financial services, and corporate sectors. The successful candidate will play a central role in executing high-impact client matters, managing investigative workflows, and mentoring research personnel and subcontractors across multiple jurisdictions.

New!

Queens, NY2 days ago

$25–$27 Per Hour

By applying to this job, you agree to receive calls, AI-generated calls, text messages, and/or emails from Atrium and its affiliates, and contracted partners. Guided by our Applicant-Centric™ approach, we foster an environment of collaboration, high performance, and innovation where your talents are valued, and your achievements are celebrated.

New!

New York, NY2 days ago

Our client is a large residential property management organization seeking a professional and customer-focused Resident Services Coordinator to support day-to-day operations at a major residential community in Corona, Queens. The Resident Services Coordinator will provide administrative and operational support to the property management team while assisting residents, vendors, and internal departments.

New!

Woodbury, NY1 day ago

$140,000–$160,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. With multiple offices along the East Coast and an expanding client base, we offer professionals the opportunity to join a collaborative organization with strong leadership, growth potential, and a forward-thinking vision.

New!

New York, NY2 days ago

$125,000–$180,000

Responsible for managing clients and act as primary contact as well as for reviewing tax returns and preparing more complex tax returns including Forms (1040, 1041, 1120, 1120S, 1065 and 709) . Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs.

New York, NY7 days ago

Works as a collaborative member of the global client events team, supporting and contributing to events in other offices as needed to ensure a consistent and exceptional client experience across the Firm. Within this position, you will be responsible for the comprehensive management and execution of in-person and virtual client events, including CLE seminars, webinars, dinners, receptions and other Business Development and Marketing initiatives that support the firm???s practices and client engagement.

New!

Woodbury, NY1 day ago

$85,000–$120,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. As a Tax Manager, you will be responsible for managing a diverse portfolio of clients, including C-corps, S-corps, and high net-worth individuals, and providing them with a broad range of tax services.

New!

New York, NY1 day ago

$28–$36 Per Hour

Our client is a prestigious luxury retail brand known for delivering exceptional client experiences, premium products, and world-class service. Required Experience/Skills for the Luxury Client Advisor: 2 - 5 years of experience in luxury retail, high-end fashion, hospitality, or a related client-facing environment.

New!

New York, NY1 day ago

$115,000–$150,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. This field-based role is responsible for managing and expanding relationships across hospitals, IDNs, infusion centers, and specialty clinics while promoting a diverse portfolio of plasma products, biologics, and vaccines.

New!

New York, NY2 days ago

$180,000–$280,000 Per Year

Examines complex deal related issues and provide appropriate insight into deal specific matters, including but not limited to quality of earnings adjustments, pro-forma/normalization calculations, working capital analysis and definition, debt and debt-like analysis, warranties & indemnities, sale and purchase agreement review. The Transaction Advisory Services (TAS) Director is an essential team member that will work to ensure financial due diligence engagements are executed timely and that client expectations are met, if not exceeded and support the overall delivery of the national TAS strategy.

New!

Uniondale, NY5 days ago

New York Life's culture of innovation and its focus on long-term client success ensure you're not just part of a company but a community dedicated to doing good. You'll build lasting relationships founded on trust and integrity, providing tailored financial solutions that truly make a difference.

New!

New York, New York5 days ago

$49.73–$63.74
Full-time

The Business Development Coordinator will work collaboratively with the Senior Business Development Coordinator, the broader MP-Team, and any additional staffing resources supporting the practice, including project management, administrative, business development, and external vendor support teams. Success in the role requires strong communication, responsiveness, professionalism, and a team-first mindset, including the ability to proactively escalate issues, provide timely updates, and operate effectively within a highly collaborative support structure.

New York, NY24 days ago

$130,000–$170,000 Per Year

Drive cross-functional roadmap alignment across core business stakeholders, regional product leads, engineering, compliance, legal, marketing, and customer care teams. As the lead for this product area, you will define and drive a globally scalable yet locally tailored strategy across lending, card, bill pay, and other financial services products.

New!

Teaneck, NJ1 day ago

$100,000–$150,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We are a well-established public accounting firm providing tax, accounting, and advisory services to closely held businesses, high-net-worth individuals, and growing organizations for 30+ years.

New!

Stamford, CT1 day ago

Partner with managers of people to provide strategic direction and delivery related to organizational design, recruiting, succession management, talent management and development, employee relations matters, resource planning, compensation and benefits, and performance management. This individual will act as a business partner on servicing initiatives including driving critical thinking for our key priorities - Strategic Workforce Planning, Career & Skill Development, HR Operational Excellence, Employee Experience and Engagement, and Performance Management.

New!

Elmsford, NY2 days ago

$75,000–$90,000

This role partners with Global Clients to drive revenue growth by identifying new opportunities, managing project estimates and proposals, and supporting complex system designs from initial site assessment through installation. As a leading systems integrator and alarm monitoring company, we deliver the STC Difference, serving countless long-term clients with solutions and services that protect their people, customers, and assets.

New!

Nanuet, NY2 days ago

$30–$35 Per Hour

Committed to quality and long-term partnerships, this organization supports their clients from initial consultation through deployment and ongoing optimization, ensuring that each solution delivers sustainable value and tangible business outcomes. Responsibilities of the Customer Service Representative: Develop, issue, and maintain weekly communication with clients using open order reports to ensure transparency and accuracy.

New!

New York, NY1 day ago

$116,000–$225,000

Leverage your skills in user journey and experience mapping to visualize and analyze user interactions, deliver service designs, uncover pain points, discover opportunities, and propose solutions that enhance user satisfaction and increase engagement. Relevant years of experience in global financial services or fintech industry as a proven experienced UX/Service Designer, showcasing a strong portfolio of successful enterprise projects.

New!

Farmingdale, NY2 days ago

$110,500–$149,500

Summary: The Manager of Accounting will oversee the accounting operations of two corporate entities, which include monthly close, Accounts Payable, Accounts Receivable, General Ledger, financial reporting, audits, and other projects. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs.

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Client Services Jobs in Levittown, NY

Tax Experienced Manager, Private Client Services bdo consulting

Tax Manager, Private Client Services bdo consulting

Client Service Support Axelon

Manager / Consulting Services Kforce Inc.

Manager / Director Transaction Services (M&A) Kforce Inc.

Manager of Client Relations (Nuclear Industry) Jobot

Director of Client Relations (Nuclear Industry) Jobot

Client Service Associate Axelon

Office Services Specialist Reed Smith US

Manager - Tax and Accounting Services Kforce Inc.

Tax Senior Manager, International Tax Services bdo consulting

Tax Manager, Transaction Advisory Services (M&A Special Projects) bdo consulting

Tax Senior Manager, Transaction Advisory Services (M&A) bdo consulting

Entry Level Financial Services Vaco LLC

Vice President, Transaction Advisory Services Jobot

Associate, Transaction Advisory Services Jobot

Partner- Financial Services Litigation Jobot

Tax Managing Director, Core Tax Services bdo consulting

Account Executive - Financial Services Appian Corporation

Equity Research Business Services, AVP Barclays

Sales Manager Financial Services NYL - Nassau GO

Tax Manager, International Tax Services bdo consulting

Managing Director, Transaction Advisory Services (M&A Tax) bdo consulting

Corporate Vice President - Client Growth & Retention Development Lead New York Life Insurance Company

Client Executive - Remote ConvergeOne

Managing Director, Transaction Advisory Services - Healthcare Financial Due Diligence bdo consulting

Legal Account Manager Opportunity-J.D. Required Jobot

Managing Director, Client Portfolio Management New York Life Insurance Company

Senior Manager and Team Lead, Intelligence & Investigations Reed Smith US

Prime Services Negotiator VP Barclays

Manager, Intelligence & Investigations Reed Smith US

Bilingual Mandarin Resident Services Associate Atrium

Resident Services Coordinator Atrium

Senior Audit Manager, CPA firm Jobot

Tax Manager Kforce Inc.

Manager, Client Programs & Events Engage Partners, Inc.

Tax Manager (Hybrid) Jobot

Luxury Client Advisor Atrium

Key Account Manager – Health Systems / IDN (Biologics / Plasma) – (NY/ NJ ) Jobot

Director, Transaction Advisory Services - Healthcare Financial Due Diligence bdo consulting

Financial Services Professional NYL - Nassau GO

Business Development Coordinator Reed Smith US

Senior Manager, Product Management – Consumer Financial Service Western Union Business Solutions (acquired by Convera)

Tax Manager Jobot

VP, HR - Customer Service Synchrony Financial

Sales Account Executive Securitas Technology

Customer Service Representative Atrium

Senior Vice President, Service Designer BNY

Manager of Accounting Kforce Inc.

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