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Private Client Services jobs in New York, NY

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TAX SENIOR MANAGER, TRUST & ESTATE - PRIVATE CLIENT SERVICES (PCS)

You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance You will join a cu...

CompanyMorrison & Morrison
AddressIselin, NJ
CategoryReal Estate
Salary$120,000 - $200,000 a year
Job typeFull-time
Date Posted 8 hours ago See detail

Tax Senior Manager, Trust & Estate - Private Client Services (PCS) New

Morrison & Morrison

Iselin, NJ

$120,000 - $200,000 a year

You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance You will join a cu...

8 hours ago seen See more...

Tax Senior Manager, Trust & Estate - Private Client Services (PCS) New

Eisneramper Llp

Iselin, NJ

$120,000 a year

You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance You will join a cu...

8 hours ago seen See more...

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...

7 days ago seen See more...

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...

4 weeks ago seen See more...

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...

4 weeks ago seen See more...

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...

a month ago seen See more...

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...

2 months ago seen See more...

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...

2 months ago seen See more...

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...

2 weeks ago seen See more...

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...

2 weeks ago seen See more...

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...

a month ago seen See more...

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...

a month ago seen See more...

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...

a month ago seen See more...

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...

a month ago seen See more...

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...

a month ago seen See more...

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...

a month ago seen See more...

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...

2 months ago seen See more...

Corporate Client Servicing Support

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...

3 days ago seen See more...

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

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...

3 days ago seen See more...

Private Equity Tax Operations Senior - Portfolio Companies - Financial Services

York State Department Of Labor

New York, NY

Providing our clients with income tax advice and guidance tailored to their unique needs as operating corporations or partnerships in various business sectors. Learning and keeping up to date with ongoing trends and changes to leg...

2 days ago seen See more...

Private Equity Tax Operations Senior - Portfolio Companies - Financial Services

York State Department Of Labor

New York, NY

Providing our clients with income tax advice and guidance tailored to their unique needs as operating corporations or partnerships in various business sectors. Learning and keeping up to date with ongoing trends and changes to leg...

2 days ago seen See more...

Private Equity Tax Operations Senior - Portfolio Companies - Financial Services

York State Department Of Labor

New York, NY

Providing our clients with income tax advice and guidance tailored to their unique needs as operating corporations or partnerships in various business sectors. Learning and keeping up to date with ongoing trends and changes to leg...

3 days ago seen See more...

Client Services Representative

York Life Insurance Company

Jersey City, NJ

A minimum of a bachelor's degree and/or equivalent and related work experience. Strong problem solving and organizational skills. Passionate to help others. Excellent oral and written communication skills. The ability to work and...

a week ago seen See more...

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...

a week ago seen See more...

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...

2 weeks ago seen See more...

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...

3 weeks ago seen See more...

Fee for service Psychotherapist Private Practice

Minds Together Lcsw Pc

Astoria, NY

$26 - $40 an hour

Flexible schedule. 8 hour shift. Weekends as needed. Office. Outpatient. Private practice. Telehealth. Spanish (Preferred). Astoria, NY: Relocate before starting work (Required)....

3 weeks ago seen See more...

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...

4 weeks ago seen See more...

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...

a month ago seen See more...

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...

a month ago seen See more...

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