Private Client Service jobs in New York, NY

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ASSOCIATE, PRIVATE CLIENT SERVICES TAX - SUMMER 2025

Perform special consulting projects such as preparing year-end tax projections, identifying and researching planning ideas, and preparing financial analysis to obtain optimal tax minimization strategies for our clients. Research v...

CompanyYork State Department Of Labor
AddressNew York, NY
CategoryRetail
Date Posted 3 days ago See detail

Associate, Private Client Services Tax - Summer 2025

York State Department Of Labor

New York, NY

Perform special consulting projects such as preparing year-end tax projections, identifying and researching planning ideas, and preparing financial analysis to obtain optimal tax minimization strategies for our clients. Research v...

Tax Managing Director, Private Client Services

Bdo Consulting

New York, NY

Leads tax and consulting engagements and teaches their team the skills needed to identify and address client needs, tax planning, and consulting opportunities. Provides Executive presence and acts as the primary client contact for...

Tax Manager, Private Client Services

Bdo Consulting

New York, NY

Manages tax and consulting engagements and enhance skills allowing you to identify and address client needs, tax planning, and consulting opportunities. Works directly with clients and their advisors to gather information needed t...

Client Services Representative II- Utica, NY- 2nd Shift New

Bank Of America

New York, NY

Identifies client needs and recommends solutions when fraud has been identified. Records data captured during client interactions accurately. Identifies and escalates through appropriate channels for items requiring risk review, e...

Corporate Client Servicing Support New

Hsbc

New York, NY

Project managing and coordinating client onboarding requests, Know Your Customer (KYC) renewals, international affiliate reviews, remediation initiatives, and special projects Manage Actionable Intelligence portfolio monitoring su...

Tax Manager - Private Client Services - Partnerships

Ernst & Young Llp

New York, NY

Competitive

Researching tax issues to develop effective tax planning strategies. Open to all types of tax work from entity to individual. Translating complex data from a range of sources into client-ready insights and deliverables. Buildi...

Tax Senior - Private Client Services - Partnerships

Ernst & Young Llp

New York, NY

Competitive

Preparing or Reviewing U.S. federal and state tax returns high net worth U.S. citizens living abroad or U.S. residents holding non-US assets, and/or Foreign nationals holding US assets.. Preparing or Reviewing federal and state t...

US Seasonal Tax-Private Client Services-Manager East

Ernst & Young Llp

New York, NY

Competitive

A strategic eye toward prioritizing when working on multiple complex projects. Influencing skills, and the confidence and curiosity to question existing processes. The ability to produce technical writing and research in a tax con...

Tax Services Manager - FSO - Private Client Services, Partnership

Ernst & Young Llp

New York, NY

Competitive

Solid tax technical knowledge - you will have to review partnership book/tax allocations including aspect such as incentive fee re-allocation, side pocket, transfer partnership interest, fill up/down etc.. Experience in economics...

Tax Services Senior - FSO - Private Client Services, Partnership

Ernst & Young Llp

New York, NY

Competitive

Solid tax technical knowledge - you will have to review partnership book/tax allocations including aspect such as incentive fee re-allocation, side pocket, transfer partnership interest, fill up/down etc.. Ability to analyze 1099...

Tax Services Senior - FSO - Private Client Services, Partnership

York State Department Of Labor

New York, NY

Solid tax technical knowledge - you will have to review partnership book/tax allocations including aspect such as incentive fee re-allocation, side pocket, transfer partnership interest, fill up/down etc.. Ability to analyze 1099...

Tax Services Senior - FSO - Private Client Services, Partnership

York State Department Of Labor

New York, NY

Solid tax technical knowledge - you will have to review partnership book/tax allocations including aspect such as incentive fee re-allocation, side pocket, transfer partnership interest, fill up/down etc.. Ability to analyze 1099...

Tax Services Manager - FSO - Private Client Services, Partnership

York State Department Of Labor

New York, NY

Solid tax technical knowledge - you will have to review partnership book/tax allocations including aspect such as incentive fee re-allocation, side pocket, transfer partnership interest, fill up/down etc.. Experience in economics...

Tax Services Manager - FSO - Private Client Services, Partnership

York State Department Of Labor

New York, NY

Solid tax technical knowledge - you will have to review partnership book/tax allocations including aspect such as incentive fee re-allocation, side pocket, transfer partnership interest, fill up/down etc.. Experience in economics...

Tax Services Senior - FSO - Private Client Services, Partnership

York State Department Of Labor

New York, NY

Solid tax technical knowledge - you will have to review partnership book/tax allocations including aspect such as incentive fee re-allocation, side pocket, transfer partnership interest, fill up/down etc.. Ability to analyze 1099...

Tax Services Manager - FSO - Private Client Services, Partnership

York State Department Of Labor

New York, NY

Solid tax technical knowledge - you will have to review partnership book/tax allocations including aspect such as incentive fee re-allocation, side pocket, transfer partnership interest, fill up/down etc.. Experience in economics...

US Seasonal Tax-Financial Services Organization-Private Client Services- Manager

Ernst & Young Llp

New York, NY

Competitive

A strategic eye toward prioritizing when working on multiple complex projects. Experience performing high quality review of complex tax returns. Knowledge/experience in handling Individual, Gift, Trust, and Estate Tax Returns 104...

Registered Private Wealth Client Associate

York State Department Of Labor

New York, NY

Work with highly affluent clients. Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materia...

Private Equity Transaction Services Advisory Partner

Crowe Llp

New York, NY

$116K - $147K a year

Lead the buy-side and sell-side financial due diligence for clients and target companies across multiple industries including manufacturing and distribution, healthcare, technology, construction, retail, business services, and foo...

Managing Director, Sr. Client Partner (Banking & Financial Services)

Ntt Data, Inc.

New York, NY

Actively collaborate with Sales to hunt for new accounts, targeting 1-10 new logos depending on level Leverage Sales support, ensure clear GTM messaging across accounts Develop and maintain strong relationships with client execut...

Client Service Representative

Vca Animal Hospitals

New York, NY

With every opportunity, we aim to exceed each pet owners expectations.Were looking for a personable yet highly professional service extraordinaire to join us in delivering our mission to our clients and their pets.Why We Need...

Client Service Representative, Prime Client Management

Hsbc

New York, NY

Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets. Develop strong and productive relationships with the client base, ensuring current and future ser...

Private Client Manager

Bank Of America

New York, NY

$100,000 - $138,700 a year

Deepens existing client relationships by offering basic banking and credit products (i.e., personal credit lines, mortgages) Partners with team members to grow the existing books' balances and Year over Year revenue Encourages use...

Client Service Coordinator

Humanhire

New York, NY

Position:Client Service Coordinator. Location:Freeport, NY. Pay:$21-23/hour (weekly pay). Benefits:Health, Vision, Dental. Schedule:Monday-Friday, 8AM-5PM/9AM-6PM (occasional rotating weekend shift and evening shift 2-3 times...

Associate, Client Services

York State Department Of Labor

New York, NY

Build a career with a global company. Assist market leaders and decision-makers across the Financial Services industry. Grow and improve your skills by supporting enterprise-level products and new technologies. Prepare yourself fo...

Client Services Director - Medical Communications - East Coast

Prime

New York, NY

A team that cares. An agency that will invest in you. High-profile work. Advancing science and healthcare. Reward and recognition. Broad horizons. Minimum of 10+ years experience of working in full-service global medical communica...

Office Manager/Client Services Coordinator

Invision Communications Inc.

New York, NY

Continuously think of ways to improve employee experiences and brainstorm new ways to update office processes. Manage incoming guests, by phone or in person in a professional and helpful manner. Maintain a fun, energetic, and posi...

Part-Time Client Service Representative - Veterinary

Vca Animal Hospitals

New York, NY

Access to the people and financial resources of a large veterinary community. Leadership opportunities. Career development programs. Opportunities to give back through strong Shelter partnerships and VCA Charities. Tuition support...

Private Client Financial Advisor

Citizens

New York, NY

Identify client objectives and goals; then monitor progress throughout the financial lifecycle. Broaden and deepen affluent client relationships in investment, deposit, and lending. Become a trusted advisor who earns referrals fro...

Private Client Financial Advisor

Citizens

New York, NY

Identify client objectives and goals; then monitor progress throughout the financial lifecycle. Broaden and deepen affluent client relationships in investment, deposit, and lending. Become a trusted advisor who earns referrals fro...