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Client Services Jobs in Whitestone, NY

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Tax Manager – Private Client Services Jobot

Harrison, NY

$150,000–$185,000 / year
Quick Apply

Join a high-impact Private Client Tax team where you'll advise ultra-high-net-worth investors and fund executives, lead sophisticated tax planning engagements, enjoy hybrid flexibility, and accelerate your leadership career. 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.

2 days ago

Senior Tax Associate – Private Client Services Jobot

New York, NY

$80,000–$95,000 / year
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Elevate your public accounting career by working with ultra-high-net-worth clients, hedge fund and private equity professionals, while enjoying hybrid flexibility, strong mentorship, and exceptional growth opportunities in a highly specialized tax practice . 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.

2 days ago

Senior Tax Associate – High Net Worth Clients & Family Office Services Jobot

New York, NY

$120,000–$140,000 / year
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You'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.

2 days ago

Client Services Representative - 6 TalentBurst, Inc.

White Plains, NY

$20.14–$22.16 / hour
Quick Apply

Job Summary: Answers and resolves telephone inquiries/requests initiated by customers or prospective customers in a prompt, accurate and courteous manner. Use proper telephone etiquette and all available resources to respond to incoming customer inquiries, requests and complaints competently and courteously.

8 days ago

Tax Manager – Private Client Services (cpa firm) – Hybrid CPA firm

New York, NY

$125,000–$175,000 / year
Full time
Quick Apply

This role will focus on providing tax compliance, planning, and consulting services to high-net-worth individuals, families, and closely held businesses. CPA firm seeking a Tax Manager to join our growing Private Client Services practice.

7 days ago

Senior Tax Manager / Tax Principal – High Net Worth Clients Jobot

New York, NY

$200,000–$260,000 / year
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Join 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.

2 days ago

Financial Services Litigation Partner Jobot

New York, NY

Remote

$200,000–$350,000 / year
Quick Apply

Its growing Financial Services and Institutions practice counsels and defends broker-dealers, registered investment advisors, insurance agents, and other financial services firms and professionals in FINRA, AAA, and other arbitrations, in state and federal courts, and in regulatory examinations and proceedings. 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.

2 days ago

60793 Automotive Service Advisor/Writer Rockland Chrysler Dodge Jeep Ram

Nanuet, NY

Full time
Quick Apply

They greet and consult customers on service needs, perform a thorough vehicle walk around inspection as part of the write-up, sell and up sell services by emphasizing value, keep customers updated on services, field all live service calls, and take ownership of the customers' experience by carrying out those additional assignments that allow the dealership to leave an impressionable experience with the customer. . We are committed to serving all our customers’ sales and after-sales needs with an extensive network of over 2,500 dealerships nationwide.

30+ days ago

Associate, Transaction Advisory Services Jobot

New York, NY

$120,000–$150,000 / year
Quick Apply

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.

2 days ago

Vice President, Transaction Advisory Services Jobot

New York, NY

$160,000–$215,000 / year
Quick Apply

2 days ago

Manager / Consulting Services Kforce Inc.

New York, NY

$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.

13 days ago

Senior Director, Administrative Services Beacon Hill Staffing Group, LLC

New York, New York

$249,000–$250,000 / year
Full time
Quick Apply

Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com . Our client is seeking an experienced Senior Director of Administrative Services to lead a nationwide administrative services function spanning administrative management, real estate, operations, and enterprise programs.

7 days ago

Manager - Tax and Accounting Services Kforce Inc.

Woodbury, NY

$75,650–$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.

1 day ago

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

Babylon, NY

$75,000–$120,000

Kforce's client, a well-respected Long Island, NY based CPA firm, is seeking a Manager/Director Transaction Services (M&A) to join their expanding practice. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs.

7 days ago

Director of Accounting Services Kforce Inc.

New York, NY

$153,000–$207,000

10+ years of progressive accounting experience in a consulting and advisory firm, including 5+ years leading teams (experience managing supervisors or managers strongly preferred); multi-client or outsourced accounting experience required. Lead assigned client relationships end to end- scoping, pricing input, and onboarding, negotiate scope changes, resolve escalations with client leadership, and identify expansion opportunities in the existing base.

13 days ago

Senior Manager, U.S. Merchant Partnerships (Services Vertical - Automotives) Visa

New York, NY

$130,900–$247,000 / year

Acting as the primary coordinator (generalist AE) for assigned accounts, this individual will collaborate closely with specialized sellers and subject matter experts across Visa, including Value Added Services, Consulting and Analytics, Commercial Solutions, Acceptance, Risk, Digital Solutions, Co-brand, Debit Routing, and emerging commerce capabilities. This role serves as the primary Visa relationship owner for assigned clients and is responsible for developing senior-level relationships, understanding client priorities, identifying growth opportunities, and connecting clients with Visa's broad portfolio of products, solutions, and services.

12 days ago

Global Employer Services Senior Manager-Global Equity Focused Bdo Consulting

New York, NY

$79,800–$168,000 / year

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. Reviews, assesses and advises clients regarding the tax computations reflected in their financial models, and assists clients in the quantitative and qualitative analysis of the tax data in their financial projections for the transaction.

27 days ago

Private Client Relationship Manager Citizens

New York, NY

$83,000–$104,000 / year

As a Citizens Private Client Relationship Manager (PCRM) , you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues. Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client’s financial goals, and presenting personalized strategies aligned with each client’s objectives.

2 days ago

Client Advisor - Luxury Women's Fashion & Handbags Atrium

New York, NY

Responsibilities of the Client Advisor - Luxury Women's Fashion & Handbags: Deliver an elevated shopping experience by assisting clients with women's apparel, handbags, and product selection. Our client is seeking a polished, customer-focused Client Advisor - Luxury Women's Fashion & Handbags for a temporary assignment with potential for extension based on business needs.

3 days ago

Automotive Service Advisor Carquest- Technet

Staten Island, New York

$24–$28 / hour
Full time
Quick Apply

When you join the team at your local, independently owned TechNet Professional Service Center, you’ll be working with a shop that takes pride in what they do. Our shop is growing, and we are looking to hire a service writer with excellent sales and customer service skills to join our team!

30 days ago

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Client Services Jobs in Whitestone, NY

Tax Manager – Private Client Services Jobot

Senior Tax Associate – Private Client Services Jobot

Senior Tax Associate – High Net Worth Clients & Family Office Services Jobot

Client Services Representative - 6 TalentBurst, Inc.

Tax Manager – Private Client Services (cpa firm) – Hybrid CPA firm

Senior Tax Manager / Tax Principal – High Net Worth Clients Jobot

Financial Services Litigation Partner Jobot

60793 Automotive Service Advisor/Writer Rockland Chrysler Dodge Jeep Ram

Associate, Transaction Advisory Services Jobot

Vice President, Transaction Advisory Services Jobot

Manager / Consulting Services Kforce Inc.

Senior Director, Administrative Services Beacon Hill Staffing Group, LLC

Manager - Tax and Accounting Services Kforce Inc.

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

Director of Accounting Services Kforce Inc.

Senior Manager, U.S. Merchant Partnerships (Services Vertical - Automotives) Visa

Global Employer Services Senior Manager-Global Equity Focused Bdo Consulting

Private Client Relationship Manager Citizens

Client Advisor - Luxury Women's Fashion & Handbags Atrium

Automotive Service Advisor Carquest- Technet

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