Client Services Project Manager - Financial Services 1100 Epiq eDiscovery Solutions, Inc.Client Services Project Manager - Financial ServicesNew York, NYFull timeProject Manager or Client Services Director; Ensures client and project requirements are being met with the highest quality and accuracy through verification and communicating routinely with both the client and internal partners; Consistently delivers proactive communication with clients and when client issues arises addresses those issues or expeditiously escalates to the Sr. Demonstrated ability in each of the following areas: ensure effective control of all aspects of a project from initial planning through final production; development of project plans; balance overall client requirements; development of relationships; and review financial and billing information in a timely manner to ensure deadlines are consistently met.
FY27 - Financial Services - Private Client Services - Tax Manager Ernst & Young Global LtdFY27 - Financial Services - Private Client Services - Tax ManagerNew York, NY$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.
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.
Sr Client Services Manager - National Accounts CNA Financial Corp.Sr Client Services Manager - National AccountsMelville, 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.
Client Services Manager - Middle Market/Construction CNA Financial Corp.Client Services Manager - Middle Market/ConstructionMelville, NY$54,000–$103,000 / 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 WeaverTax Manager - Private Client ServicesLittle Falls, NJ$125,000–$191,000 / yearA Tax Manager works closely with firm leadership and plays a key role in business development and firm administration activities, including training and mentoring less-experienced team members. CPA with 5 or more 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.
Client Services Business Analyst Precision Medicine Group LLCClient Services Business AnalystNew York, NY$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 Delivery Manager, Global Employer Services - Individual Client Services Deloitte Touche Tohmatsu LtdTax Delivery Manager, Global Employer Services - Individual Client ServicesNew York, NY$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.
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.
Senior Client Services Manager Enlyte Group LLCSenior Client Services ManagerNYRemote$75,000–$115,000 / yearWhether you're supporting a Fortune 500 client or a local business, developing cutting-edge technology, or providing clinical services you'll work alongside dedicated professionals who share your commitment to excellence and make a meaningful impact. Supports sales team by developing and maintaining positive customer relations with clients/customers, which can substantially affect service and/or product revenue.
Tax Senior Manager [Private Client Services Group] CohnReznick LLPTax Senior Manager [Private Client Services Group]New York, 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.
Manager, Client Services Kargo Global IncManager, Client ServicesNew York, NY$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.
Senior 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.
Tax 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.
Tax Senior Manager - Private Client Services WeaverTax Senior Manager - Private Client ServicesLittle Falls, NJ$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 I Private Client Services CBIZ IncTax Senior Manager I Private Client ServicesMelville, NYServe as a trusted advisor to high-net-worth individuals, multi-generational families, family offices, trustees, and closely held business owners, is relied upon for knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team. The Tax Senior Manager is responsible for managing complex tax engagements, advising clients on tax planning and compliance matters, supervising and mentoring staff, and contributing to business development efforts.
Client Services Manager - Distribution Market Sector Brown and Caldwell IncClient Services Manager - Distribution Market SectorNYRemote$117,000–$159,000 / yearThis role leads strategic pursuits, builds executive-level client relationships, and aligns Brown and Caldwell's multidisciplinary capabilities to support client investments in industrial water, and facility infrastructure through traditional and alternative design and delivery methods, including design-bid-build, design-build, and collaborative delivery models, while advancing long-term account growth and market presence. The Industrial Design Client Services Manager - Distribution is responsible for driving growth by identifying, shaping, and winning major capital projects across the retail, solid waste, and transportation market sectors.
Senior Client Services Manager Impiricus Health IncSenior Client Services ManagerNYRemote$95,000–$110,000 / yearWith our unique access to the largest opted-in network of HCPs, their insights, and clinical expertise, we are the leading provider of AI technology and real-time channels that life science companies need to deliver clear, reliable, and evidence-based resources directly into the hands of HCPs. Working cross-functionally with pharmaceutical clients, agencies, and internal teams, you will proactively manage timelines, anticipate risks, and ensure campaigns progress smoothly and efficiently from kickoff through launch.
Commercial Lines-AVP, Client Services Manager (hybrid NY) NFP CorpCommercial Lines-AVP, Client Services Manager (hybrid NY)Plainview, New York$125,000–$135,000 / yearFull timeWhile you will not be directly responsible for renewals, you will play a critical role in supporting Producers with prospecting efforts, identifying growth opportunities, and providing valuable insights from servicing teams to strengthen client relationships and drive business success. In this highly visible role, you will drive client satisfaction, support growth and retention initiatives, facilitate collaboration across internal teams, and help ensure the successful execution of service and renewal strategies.
Commercial Lines AVP, Client Services Manager (hybrid NY) NFP CorpCommercial Lines AVP, Client Services Manager (hybrid NY)Plainview, NY$125,000–$135,000 / yearWhile you will not be directly responsible for renewals, you will play a critical role in supporting Producers with prospecting efforts, identifying growth opportunities, and providing valuable insights from servicing teams to strengthen client relationships and drive business success. In this highly visible role, you will drive client satisfaction, support growth and retention initiatives, facilitate collaboration across internal teams, and help ensure the successful execution of service and renewal strategies.