Private Client jobs in Essex, NJ

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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 5 days ago See detail

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

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...

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

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...

Tax Manager - Private Client Services

Citrin Cooperman Advisors Llc

Florham Park, NJ

$136K - $172K a year

Review of income tax projections, tax workpapers and tax returns. Specifically, federal and state individual and fiduciary tax returns. Experience with gift tax returns and estate tax returns is a plus. Possess strong technical sk...

Florham Park Tax Supervisor – Private Client Services

Citrin Cooperman Advisors Llc

Florham Park, NJ

Preparation and first level review of high net worth individual Federal and State tax returns, as well as trust and estates Exposure to financial services and hedge fund clients Train, delegate, and supervise more junior staff Bac...

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 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 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...

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...

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...

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 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...

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...

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...

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...

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 Market Leader - Mid Atlantic (PA/NY) - Now Hiring

Citizens

Bronx, NY

$135,000 - $175,000 per year

Lead and motivate a team of 30+/ licensed Private Client Relationship Managers (PCRMs) across a specified, broad geography, both in person and remotely. Inspire team to achieve business results and customer experience goals by con...

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...