Senior Tax Associate – High Net Worth Clients & Family Office Services JobotSenior Tax Associate – High Net Worth Clients & Family Office ServicesNew York, NY$120,000–$140,000 / yearYou'll work alongside experienced tax professionals, financial advisors, estate planning specialists, and client service teams to help high-net-worth families navigate complex financial situations. The firm takes a highly integrated approach to wealth management, bringing together investment management, financial planning, tax advisory, estate planning, and family office services under one roof.
NewDirector – Outsource Client Accounting Services (cpa firm) CPA firmDirector – Outsource Client Accounting Services (cpa firm)New York, NY$190,000–$275,000 / yearFull timeCPA firm seeking Director to expand our Outsource Client Accounting Services practice. This role will focus on both business development and client service delivery.
Senior Tax Manager / Tax Principal – High Net Worth Clients JobotSenior Tax Manager / Tax Principal – High Net Worth ClientsNew York, NY$200,000–$260,000 / yearJoin a nationally recognized wealth management firm where you'll advise high-net-worth clients on sophisticated tax planning strategies while building deeper, long-term client relationships. 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.
Manager / Consulting Services Kforce Inc.Manager / Consulting ServicesNew York, NY$100,000–$135,000The 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.
NewManager / Director Transaction Services (M&A) Kforce Inc.Manager / Director Transaction Services (M&A)New York, NY$125,000–$200,000Run 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.
Office Services Specialist Reed Smith USOffice Services SpecialistNew York, New York$26.35–$30.20Full timeAdditional 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.
Associate, Transaction Advisory Services JobotAssociate, Transaction Advisory ServicesNew York, NY$120,000–$150,000 / yearEstablished 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.
NewEntry Level Financial Services Vaco LLCEntry Level Financial ServicesJersey city, NJ$26Determining 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.
Vice President, Transaction Advisory Services JobotVice President, Transaction Advisory ServicesNew York, NY$160,000–$215,000 / yearEstablished 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.
NewManager, SAP S4 Public Cloud Professional Services Automation (PSA) KPMGManager, SAP S4 Public Cloud Professional Services Automation (PSA)New York, NY$145,350–$253,230 / yearExperience supporting at least two full lifecycle SAP implementation focused on Solution Order Management, Subscription Billing, Service Contracts, Enterprise Portfolio and Project Management (EPPM), and Professional Services Automation, with ability to contribute to workshops, assist in defining business-centric solutions, and support integration with related modules such as Sales, Finance, and Service Delivery. Qualifications: Minimum six years of recent external management consulting experience with a focus on hybrid business model transformation, including at least two full lifecycles SAP S/4HANA Public Cloud implementation in Enterprise Portfolio and Project Management (EPPM), Solution Order Management and/or Professional Services Automation, with demonstrated ability to support stakeholder engagement and contribute to business strategy and outcomes.
Senior Client Development Manager Page Group USASenior Client Development ManagerNew York, NY$162,000–$243,000 / yearFull timeThe Senior Client Development Manager will play a crucial role in driving client engagement strategies and managing business development initiatives within the legal industry. Competitive base salary ranging from $162,000 to $243,000 USD per year in New York City and eligible to receive a discretionary annual bonus.
NewManager or Senior Manager, Financial Services Valuation (NYM) KPMGManager or Senior Manager, Financial Services Valuation (NYM)New York, NY$120,745–$243,915 / yearResponsibilities: Manage and deliver valuation services related to a variety of financial assets and liabilities in the financial services industry (including banking, specialty lending, insurance, fintech, Insurtech, and asset management) including individual loans and portfolios of commercial real estate (CRE) loans, residential mortgages, commercial & industrial (C&I) loans, construction loans, auto loans, other consumer loans, specialty finance products, and more. Perform and/or review detailed cash flow modeling for mortgage and other loan portfolios, incorporating key credit loss, prepayment, and discount rate assumptions; analyze and interpret large, complex loan-level datasets (e.g., loan tapes, servicing and performance data) and translate findings into valuation inputs and conclusions.
11717 Business Development Representative – Public Adjusting Services Metro Public Adjustment11717 Business Development Representative – Public Adjusting ServicesNewark, NJ$65,000–$250,000 / yearFull timeAbout Metro Public Adjusting: Metro Public Adjusting helps property owners maximize insurance settlements after storm, water, fire, or other property damage. We are seeking a motivated Outside Sales Representative to generate new business, build client relationships, and partner with our claims team.
NewFood Service Manager - Corporate Dining AramarkFood Service Manager - Corporate DiningNew York, NY$75,000–$80,000Rooted in culinary excellence and powered by creativity, LifeWorks brings together food, design, and service to build brands within brands, tailoring each experience to the people and communities we serve. Our work lives at the intersection of hospitality and strategy, elevating everyday dining, strengthening workplace culture, and turning food into a meaningful part of how organizations engage their teams.
Tax Director / Tax Partner – Financial Services (cpa firm) - Hybrid CPA firmTax Director / Tax Partner – Financial Services (cpa firm) - HybridNew York, NY$225,000–$450,000 / yearFull timeThe Tax Director / Partner in the Financial Services group will be responsible for providing strategic tax advice and services to clients within the financial services industry, including private equity, and funds.
NewManager or Senior Manager, Global Executive & Private Clients - Japanese Practice (NYM) KPMGManager or Senior Manager, Global Executive & Private Clients - Japanese Practice (NYM)New York, NY$107,160–$226,320 / yearBachelor's degree in accounting or other business related field of study from an accredited college/university; licensed CPA, JD/LLM or EA, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list. Assist clients in operating their payrolls in the United States and around the world, including preparing tax withholding calculations (for example, gross-up calculations), reporting and collecting compensation information, and structuring international compensation packages supporting executives working in multiple jurisdictions.
NewTax Manager Kforce Inc.Tax ManagerNew York, NY$204,000–$276,000This role reports to the Head of Tax and works closely with other accounting and finance colleagues, playing a critical role in managing tax compliance across a diverse portfolio of entities and high-net-worth individuals. Kforce's client, a well-established single-family office based in New York City, NY, is seeking a highly skilled Tax Manager to oversee a complex, hands-on tax function.
Tax Manager JobotTax ManagerTeaneck, NJ$100,000–$150,000 / yearInformation 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.
NewProject Manager JobotProject ManagerNew York, NY$90,000–$135,000 / yearInformation 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. Join a respected and growing construction organization where you'll lead high-profile projects from award through completion, own client relationships, influence business growth, and have the opportunity to build your own team and customer base.
Associate, Private Client Page Group USAAssociate, Private ClientNew York, NY$260,000–$310,000 / yearFull timeThe firm delivers integrated legal solutions on complex, high-value matters, combining cross-border capability with deep sector expertise while prioritizing innovation, collaboration, and professional development. Join a sophisticated private client practice advising high-net-worth individuals and families on complex estate, tax, and succession matters.
NewCase Manager (Bilingual Spanish Required) - Residential Program Mitchell MartinCase Manager (Bilingual Spanish Required) - Residential ProgramBrooklyn, NY$30–$33 / hourIn this role, you will work directly with clients to help them achieve greater stability, independence, and overall well-being by coordinating services, advocating for their needs, and connecting them with community resources. • Join a respected, mission-driven nonprofit organization that has been serving New Yorkers for generations through housing, behavioral health, refugee and family support, and community-based social services.
NewAudit Manager Kforce Inc.Audit ManagerNew Brunswick, NJ$130,000–$175,000Summary: As an Audit Manager, you will lead and manage engagements from planning through completion, serve as a key point of contact for clients, and play a central role in coaching, developing, and mentoring our Seniors and Associate staff. This role will focus on clients in the Life Sciences/Pharma, Manufacturing, Distribution & Logistics (MD&L), and Employee Benefit Plan (EBP) industries, with opportunities for exposure to other industries the Firm serves.
NewAccount Manager II Weichert, RealtorsAccount Manager IIMorris Plains, NJ$55,000–$65,000 / yearThe Account Manager II is responsible for providing excellent customer service to a growing group of clients in multiple states, responding to inbound service requests in all lines of personal lines insurance. The rate of pay offered will be dependent upon several factors including but not limited to the candidate's relevant skills, education, work experience, job location/geographic region, and/or certifications.
NewManager, International Tax (NYM) KPMGManager, International Tax (NYM)New York, NY$107,160–$226,320 / yearBachelor's degree from an accredited college/university; masters in Taxation, JD, and/or LLM (with a concentration in tax) preferred; Licensed CPA, EA or JD/LLM, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list. Responsibilities: Direct multinational enterprises on business decisions, such as where to locate and operate, choice of entity, how to optimize supply chains, and how to access and mobilize capital to fund global operations, considering a multinational's tax risk profile, global effective tax rate, and cash posture; in advising clients, professionals will prepare and review complex tax models illustrating multinational entities attributes, effective tax rate, and cash tax expense.
Commercial Construction Project Manager - Corporate Office HITT ContractingCommercial Construction Project Manager - Corporate OfficeNew York, NY$106,480–$145,200 / yearThe PM provides leadership and serves as the liaison between project team members to promote the interest of both the business and clients in all matters, as well as demonstrate the characteristics of a mid-level leader. Every day, our team members do amazing things in pursuit of our shared purpose to build trust with our clients, partners, subcontractors, and teammates.
Project Manager, AVP Page GroupProject Manager, AVPNew York, NY$125,000–$150,000 / yearFull timeIf you're ready to take the next step in your career as a Project Manager, AVP in New York, apply today to join a team driving excellence in technology within the financial services sector! This position requires strong organizational skills and the ability to manage cross-functional teams to achieve project goals effectively.
NewManager, NY Management Center AMERICAN MANAGEMENT ASSOC.Manager, NY Management CenterMeadows, NJ$70,000–$85,000 / yearPurpose of Position The Manager of AMA's New York City Executive Conference Center is responsible for delivering an exceptional customer experience by overseeing the successful execution of AMA seminars and external client meetings. Serve as the primary liaison with the building owner, hotel operators, vendors, and service providers, negotiating agreements for guest rooms, catering, facility maintenance, and other conference services.
FY27 - Financial Services - Private Client Services - Tax Services Senior Manager EDGE Ernst & Young Global LtdFY27 - Financial Services - Private Client Services - Tax Services Senior Manager EDGENY$127,900–$291,900 / 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. Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, Real Estate, Hospitality and Construction.
FY27 - Financial Services - Private Client Services - Tax Services Manager EDGE Ernst & Young Global LtdFY27 - Financial Services - Private Client Services - Tax Services Manager EDGENY$103,100–$188,900 / 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. Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, Real Estate, Hospitality and Construction.
Client Services Manager - Technology Sector Brown and Caldwell IncClient Services Manager - Technology SectorNY$117,000–$159,000 / yearMinimum of 15 years' experience in a combination of the following: client and account management, operations management, sales/team leadership, industrial water supply and treatment in private market sectors with progressive responsibilities. The Client Services Manager role is a mid-level client leader who demonstrates consistent success in growing client relationships, advancing strategic positioning, and delivering measurable business outcomes.
Client Services Liaison SRS Acquiom Inc.Client Services LiaisonNYRemote$27.40–$28.85 / hourOur solutions start with human expertise and are powered by technology: virtual data rooms, document solicitation, escrow and payment administration, shareholder representation, and independent loan‑agency services like administrative and collateral agent support. 2-3 years of Customer Service experience dealing with high net worth individuals preferred; experience in the financial industry required; Call center experience strongly preferred.
NewClient Executive Manager, Global Payments & Client Services Citigroup IncClient Executive Manager, Global Payments & Client ServicesNew York, NY$170,000–$300,000 / yearCiti is looking for a Client Executive Manager to lead a high-performing team of Client Executives operating at the heart of Citi's global payments and cash services business, serving some of the world's most strategically significant technology and communications clients. In this senior management role, you will own the end-to-end client experience across complex, multi-region relationships - from executive governance and transformation program leadership to escalation resolution and regional service delivery.
Client Services Team Lead Syneos - Commercial - ProdClient Services Team LeadBridgewater, NJ$99,733–$119,667 / yearThe Client Services US Team Lead provides leadership and support to a team of Client Services Managers (CSMs), serving as a primary escalation point and trusted resource when guidance, problem-solving, or decision support is needed. The Lead helps ensure consistency in service delivery, supports CSM development through coaching and direction, and reinforces accountability while allowing CSMs autonomy in their day-to-day client work.
Veterinary Client Services Manager Veritas Veterinary PartnersVeterinary Client Services ManagerLinden, NJ$70,000–$85,000 / yearVeritas Veterinary Partners offer exciting career opportunities in state-of-the-art facilities across the U.S. Our hospitals, open 24/7/365 and staffed by board-certified specialists, create a collaborative environment where you can work alongside like-minded, caring professionals. This position ensures exceptional client experience, financial accuracy, strong referring veterinarian relationships, and consistent staffing coverage while building a high-performing, engaged team.
FY27 - Financial Services - Private Client Services - Tax Senior Manager Ernst & Young Global LtdFY27 - Financial Services - Private Client Services - Tax Senior ManagerNew York, NY$132,100–$301,600 / yearYou will provide deep insight in a function or specialism through analysis and knowledge of best practices to solve complex problems, drive thought leadership and innovation, and meet performance objectives and metrics set locally through individual and/or team performance (client service, quality and risk management, sales and business growth, solution development and teaming, etc.). If 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.
Client Services Manager Steiner CompaniesClient Services ManagerBrooklyn, NYFull timeManage FDNY consent letters, ensure fire lanes are clear in all operating stages, conduct monthly fire extinguisher inspections, and coordinate fire alarm system offline requests for clients during both business hours and shooting schedules. The Client Services Manager will support daily operations by coordinating between clients, vendors, and various Steiner departments in a fast-paced, team-oriented environment.
Securities Services - Client Service - Vice President JPMorgan Chase & CoSecurities Services - Client Service - Vice PresidentJersey City, NJOur 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. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
FY27 - Financial Services - Private Client Services - Tax Manager Ernst & Young Global LtdFY27 - Financial Services - Private Client Services - Tax ManagerNY$106,500–$195,100 / 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. Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction.
Tax Delivery Manager, Global Employer Services - Individual Client Services Deloitte Touche Tohmatsu LtdTax Delivery Manager, Global Employer Services - Individual Client ServicesNJ$105,375–$215,375 / yearAt Deloitte Tax LLP, our Global Employer Services tax professionals assist our international clients in managing employer and individual income tax obligations for their mobile employees working abroad and inbound which includes but not limited to reviewing and signing income tax returns and reviewing cost projections. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
Associate Manager, Client Services Kargo Global IncAssociate Manager, Client ServicesNY$64,000–$68,000 / yearInternal teams unblocked and informed - Demand-side needs, revenue blockers, and client feedback are being routed to the right internal teams quickly and clearly, keeping campaigns on track without unnecessary escalation. Campaigns executing on time and on spec across the portfolio - Assigned accounts move through the full campaign lifecycle - kickoff through delivery - without chronic delays, missing assets, or escalations caused by execution gaps.
Manager, Client Services Kargo Global IncManager, Client ServicesNY$70,000–$75,000 / yearInternal teams unblocked and informed - Demand-side needs, revenue blockers, and client feedback are being routed to the right internal teams quickly and clearly, keeping campaigns on track without unnecessary escalation. Campaigns executing on time and on spec across the portfolio - Assigned accounts move through the full campaign lifecycle - kickoff through delivery - without chronic delays, missing assets, or escalations caused by execution gaps.
Client Services Business Analyst Precision Medicine Group LLCClient Services Business AnalystNY$62,500–$75,000 / yearThis compensation range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to: skill sets, experience and training, licensure and certifications, and other business and organizational needs. Qualifications: Minimum Required: Bachelor's degree in HealthCare or Business 2-5 years of experience in Pharmaceuticals (ideally working for a Market Access Agency) Expertise in Medical, Legal, Regulatory (MLR) review systems and approval processes.
Tax Senior Manager [Private Client Services Group] CohnReznick LLPTax Senior Manager [Private Client Services Group]NY$150,000–$250,000 / yearCohnReznick does not accept unsolicited resumes from third-party recruiters unless such recruiters are currently engaged by CohnReznick Talent Acquisition Team by way of a written agreement to provide candidates for a specified opening. Salary is one component of the CohnReznick total rewards package, which includes a discretionary performance bonus, generous paid time off, expanded, and inclusive parental benefits, and access to best-in-class learning and development platforms, to name a few.
Client Services Associate - Mailroom SPS-North AmericaClient Services Associate - MailroomNew York, NYThe Client Services Associate provides exceptional office and mail services, delivering operational functions in the following areas: processing of inbound/outbound mail, distributing/delivering of mail, shipping and receiving product and supplies to support onsite business service center, replenishing/organizing/ordering office supplies (pens, paper, toner), insuring copy/print machines are functional and stocked, serving as a backup to the front of office (reception/concierge), and providing light maintenance/cleaning. In North America, our services include Mailroom Management (both physical and digital), Office Services such as Reception, Lobby Concierge and Conference Room Management in addition to Document Processing Services utilizing leading edge technologies.
Client Services Representative (CSR) Schwarzman Animal Medical CenterClient Services Representative (CSR)New York, NY$19–$24 / hourHighlights include : A brand-new full floor surgical center, 1.5 Tesla Philips MRI (the exclusive high field MRI for small animals in NYC), 64-slice spiral CT scanner, Electroencephalography (EEG), Elekta Versa HD Linear Accelerator, In-house Laboratory, Ultrasound, Echocardiogram, and Mobile Cone Beam CT. As a Client Services Representative (CSR) at the Animal Medical Center, duties will include but may not be limited to keeping accurate medical records, clerical work, client education, and support of the Director of Clinical Services, Client Services Managers, and other team members.
NewTax 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.
NewSenior 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 Services Manager - National Accounts CNA Financial CorpClient Services Manager - National AccountsNY$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.
Sr Client Services Manager - National Accounts CNA Financial CorpSr Client Services Manager - National AccountsNY$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.
Tax Manager, Private Client Services bdo consultingTax Manager, Private Client ServicesNew York, NY$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.