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.
Client Service Associate / Sr. Client Service Associate Wealth Enhancement Group AcquisitionClient Service Associate / Sr. Client Service AssociateDeer Park, NY$70,000–$80,000 / yearDemonstrate familiarity with financial terminology and a wide range of products, including annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, and charitable giving practices. This role delivers personalized support to help clients achieve their financial goals, fostering trust and long-term relationships with clients while supporting key operational functions of the advisory team.
Client Services Specialist - Corporate Services & Compliance Provider Three PillarsClient Services Specialist - Corporate Services & Compliance ProviderValley Stream, New YorkBased in a Valley Stream, NY office, you will play a key role at the center of the client experience — supporting corporate filings and lien research requests, ensuring orders are processed accurately and efficiently, and delivering responsive, high-quality communication with clients. They’re looking for someone who is smart, well-spoken, organized, detail-oriented, proactive, and high-energy — someone who enjoys a fast-paced workload, takes ownership, follows through on commitments, and approaches their work with urgency, honesty, and reliability.
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.
NewSenior Tax Manager - Private Client Services AndersenSenior Tax Manager - Private Client ServicesGreenwich, Connecticut$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.
Deployment Manager (Client Services) EvolutionIQDeployment Manager (Client Services)New York, NY$170,000–$185,000 / yearThe ideal candidate brings a strong blend of project management rigor, client relationship management, and technical fluency in the Saas/AI space, with the ability to navigate cross-functional teams and deliver successful outcomes in fast-paced, high-growth environments. Project Leadership & Delivery: Build and manage detailed project plans, timelines, and deliverables; proactively identify risks and drive mitigation strategies to ensure on-time, high-quality delivery.
Deployment Manager Client Services Evolution IQDeployment Manager Client ServicesNew York, NY$170,000–$185,000 / yearThe ideal candidate brings a strong blend of project management rigor, client relationship management, and technical fluency in the Saas/AI space, with the ability to navigate cross-functional teams and deliver successful outcomes in fast-paced, high-growth environments. Project Leadership & Delivery: Build and manage detailed project plans, timelines, and deliverables; proactively identify risks and drive mitigation strategies to ensure on-time, high-quality delivery.
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.
NewClient Services Associate SPS North AmericaClient Services AssociateNew York, NY$18–$20 / hourThe 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. Across North America, we help clients enhance workplace experiences and business operations through services including workplace support, physical and digital mailroom solutions, intelligent document processing, reception and concierge services, and other business support offerings.
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.
Client Services Account Manager Steris PlcClient Services Account ManagerNewark, NJ$93,000–$100,000 / yearLead current Customers in identifying additional solutions to help increase their utilization of SPM (interfaces, modules, mobile hand scanners) and provide excellent Customer support while ensuring KPIs for Customer satisfaction and continued business growth are met. You will serve as the primary partner with our Customers to ensure our SPM software is meeting their needs and enhancing the operation of their sterile processing departments while focusing on Customer-focused initiatives.
Manager / Senior Manager, Client Services True North InsightsManager / Senior Manager, Client ServicesNew York, NY$86,000–$95,000 / yearOne day you may be partnering with your team to deliver a time-sensitive investment diligence project, and the next coaching team members, refining operational strategy, or collaborating across global offices to drive better outcomes for clients and employees alike. At True North Insights, you'll be part of one of the fastest-growing expert networks, partnering with leading healthcare and life sciences companies, institutional investors, and management consulting firms on their most important research initiatives.
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.
Lead Client Services Program Manager, Actimize NICE SystemsLead Client Services Program Manager, ActimizeUSA - Hoboken, NJConsistently ranked as number one in the space, NICE Actimize experts apply innovative technology to protect institutions and safeguard consumers' and investors' assets by identifying financial crime, preventing fraud, and providing regulatory compliance. The Project Manager is accountable for achieving agreed client outcomes from managed analytics services, including fraud detection, transaction monitoring models, model tuning, and advanced analytics.
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) Aon PlcCommercial 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. Key responsibilities: Strategic Client Leadership & Relationship Management Serve as the strategic relationship lead and primary coordinator across Advisors' portfolio, ensuring alignment of client objectives, insurance strategy, and service delivery across all lines of business.
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.
Tax Senior Manager, Private Client Services bdo consultingTax Senior Manager, Private Client ServicesNew York, NY$146,000–$200,000 / yearThe 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. Significant knowledge of taxation related to personal income, estate and gift tax and wealth retention strategies, as well as taxation of entities owned by business owners (partnership and corporate taxation), is required.
Manager, Client Services Employers Holdings IncManager, Client ServicesNYRemote$90,000–$140,000 / yearEstablish clear functional ownership between Service Desk and Desktop Engineering so each can focus on its core mission, end-user support and endpoint lifecycle/configuration management respectively, while maintaining cross-training so essential functions are never dependent on a single person. Champion an AI-first mindset across Client Services: identify, evaluate, and implement automation and AI-assisted tools to streamline Service Desk and Desktop Engineering workflows, reduce manual effort, and improve service quality and consistency.
Tax Director I Private Client Services CBIZ IncTax Director I Private Client ServicesMelville, NYResponsible for short-term and long-term business planning; identify business opportunities for CBIZ in addition to their individual practice; Recognize business opportunities for our clients and for CBIZ; Participate in business development activities, including networking, identifying referral opportunities, and assisting with proposal development. Maybe the internal advisor on technical matters as a Subject Matter Expert; Lead sophisticated tax planning engagements involving wealth transfer strategies, estate and gift tax planning, trust structures, charitable giving, and family succession planning.