Investment Accounting Client Services Lead
Clearwater Analytics
Clearwater Analytics in New York, NY, is seeking a detail‑oriented specialist to handle client inquiries on investment accounting topics and provide timely, accurate information for financial statements and analytics reporting. You will validate data against third‑party sources, use internal tools for reconciliation, and collaborate with clients to enhance their Clearwater experience. A bachelor’s in accounting or related field and 2+ years’ experience are required. #J-18808-Ljbffr Clearwater Analytics
$134.5k - $265.1k
...Enterprise Operations as a Service (EOaaS) practice helps... ...services. We support clients across finance and... ...career while helping leading organizations navigate... ...relationships across client, account, and delivery teams... ..., and Deloitte investments in automation, analytics...SuggestedFull timeWork at officeLocal area$101k - $203k
We are the leading provider of professional services to the middle market globally, our purpose... ...change, empowering our clients and people to realize... ...client planning, investment, and deal decisions.Analyzes... ...QualificationsBachelor’s degree in Business, Accounting, Finance, Economics,...SuggestedFull timeWork experience placementInternshipLocal area$105.38k - $215.38k
...supporting our Individual Tax Services - High Net Worth group... ...and their advisors.Lead tax compliance and... ...needed.Build strong client relationships through... ...environment focused on accountability, quality, and growth.Delivery... ...as through our own investments, commitments, and...SuggestedWork at officeLocal area$115k - $210k
SS&C is a leading provider of mission-critical, AI-powered technology and services empowering financial services and... ...exceptional client service and operational... ...portfolio of alternative investment funds.Why Join SS&CSS... ...internal teams (e.g., fund accounting, legal, compliance)...SuggestedOngoing contractFull timeWork at officeWorldwide$112.1k - $225.5k
We are the leading provider of professional services to the middle market globally, our purpose... ...change, empowering our clients and people to realize... ...business performance, investment opportunities, and potential... ...’s degree in Business, Accounting, Finance, Economics,...SuggestedFull timeWork experience placementInternshipLocal area- ...Overview Trove is a leading multi-family office, providing... ..., personalized service, and an expert team.... ...operational efficiency, and client service. If this... ...engagements. You will manage accounting functions, ensure... ...financial reporting, investment tracking, tax planning...Full timeWork at office
$350k
...President / Director, Investor Services Firm: Top Alternative... ...and compelling: * Build & lead play a key role in building... ...Exposure - partner closely with Investment, Accounting, Operations and Investor... ...Services, Investor Relations, Client Service or a related...Immediate start- ...Our client is a rapidly growing middle-market private credit investment firm with a strong institutional investor base and... ...President / Director of Investor Services to build and lead a dedicated Investor... ...Capital Formation, Investment, Accounting, Legal/Compliance, and...Full timeSummer workWork at officeWork from home
$115k - $197.1k
...presence among professional services organizations. You'll... ...with extraordinary clients spanning every industry... ...in your potential and invest in it to build a legacy... ...legislative changes, and lead change effectively;Conduct... ...work experience in an accounting firm, with at least 3...Full timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa- ...HybridCBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market... ...and expertise in accounting, tax, advisory, benefits,... ...actionable insights to help clients anticipate what is next and... ...experience reviewing alternative investments including private equity...Temporary workWork at office
- ...delivering exceptional service to high-net-worth... ...families and family office clients? As a Senior Manager... ...In this role, you'll lead sophisticated tax compliance... ..., LLCs, private investments, and family-owned operating... ...'s degree in Accounting or related field required...Full timeContract workWork at office
$81.4k - $153.5k
We are the leading provider of professional services to the middle market globally, our purpose... ...change, empowering our clients and people to realize... ...fund terms, technical accounting issues and fund structures... ...the firm’s investors, investments, new reports, LP reporting...Full timeWork experience placementInternshipWork at officeLocal area$95k - $190k
Morgan Stanley Fund Services Established in 2004, Morgan Stanley Fund Services... ...equity and large family offices clients. Our best-in-class offering includes accounting and investors services,... ...clients first, doing the right thing, leading with exceptional ideas,...Contract workTemporary workWork at office$86.5k - $164.5k
We are the leading provider of professional services to the middle market globally, our purpose... ...change, empowering our clients and people to realize... ...greater return on their investments via detailed analyses... ...expenditures for proper tax accounting treatment, and...Full timeWork experience placementInternshipWork at officeLocal area$150k - $185k
...a high-impact Private Client Tax team where you'll... ...and fund executives, lead sophisticated tax planning... ...us: A premier accounting, tax, and advisory organization... ..., and consulting services to high-net-worth... ...individuals, family offices, investment professionals, and...Local areaFlexible hours$141k - $290k
...Weaver is a full-service national accounting, advisory and consulting firm with opportunities... ...also in their ability to lead balanced, integrated lives.... ...growing firm! A Private Client Services Tax Senior Manager... ...privately owned business, investment partnerships, estates, and...Flexible hours$100k - $150k
...Davies is a top-ranked accounting, tax, and advisory firm... ...delivering real value to our clients.Our mission is to provide exceptional service while fostering long-... ...greatest asset, and we invest in their growth and success... .... This individual will lead the delivery of...Full timeWork at officeLocal area3 days per week- ...top 10 national professional services firm where our purpose is to... ...every day, for our clients, our people, and our communities... ...role: CLA is looking to hire Accounting Consultants (Engagement Directors... ...and view compensation as an investment in our people. Factors such...Hourly payFull timeWork experience placementInterim roleFlexible hours
- ...experience for internal and external clients. This role emphasizes... ...Deliver exceptional client service by ensuring timely, accurate,... ...and performance feedback Lead the development and refinement... ...ensuring high standards of quality, accountability, and engagement Monitor...Full timeContract workWork at office
$22 - $26 per hour
...marketplaces contain a variety of quick service counters featuring coffee and drinks, pastries... .... The Quick Service Restaurants (QSR) Lead assists with supervising and running the... ...Manages transactions and ensures accurate accounting Records shift notes and assists with...Hourly payLocal areaFlexible hoursShift workAfternoon shift$100k - $120k
...its ability to reach globally, service locally and provide cross-... ...jurisdictional services. With our clients at the heart of everything we... ...experience. Take the lead and we’ll give you the... ...Apex Group is seeking a Fund Accounting Manager to join our Operations...Full timeWork at officeWorldwide$160k - $210k
...Job Description Job Description Client Accounting Services Senior Manager Remote | East Coast... ...several years. As Director, you’ll lead and develop the people already serving... ...matter, think through hiring and investment decisions, understand where profitability...Remote work$135k - $185k
...Service Management Lead Location: New York, NY Position: Service Management Lead (Reports To: FLSA: Exempt, Location: New York, NY, Posted... ...Lead to serve as the primary liaison between the client and the contractor team for IT service management activities...Full timeContract workFor contractorsLocal area- ...AdministrationSelling Points Lead impactful financial operations and advisory services for diverse clients. Collaborate with... ...opportunities.Job DescriptionFund Accounting Manager OverviewThe Fund Accounting... ...clients.Collaborate with investment managers, early-stage businesses...
- ...helping high-profile clients understand, analyze, and... ...more important than investing in our culture because... ...join our Business Tax Services practice. Responsibilities... ...Generally Accepted Accounting Principles (GAAP) income... ...and external clients Lead teams of tax...Local area
- ...Private EquitySelling Points Lead fund administration in a... ...investors.Job DescriptionFund Accounting Manager OverviewThe Fund Accounting... ...fund administration and client service delivery in a high-growth AI... ...service to sophisticated investment firms.Drive operational excellence...Remote work
$190k - $250k
...with a nationally recognized accounting, tax, and advisory firm with... ...and growing Private Client Services practice. The team advises high... ...family offices, trusts, estates, investment entities, and closely held... ...advisor to sophisticated clients, lead complex engagements, mentor...Private practiceWork at officeLocal area3 days per week- ...Private EquitySelling Points Lead impactful fund administration... ...benefits.Job DescriptionFund Accounting Supervisor OverviewThe Fund Accounting... ...processes for diverse clients in a hybrid work environment.... ...in alternative asset services and innovative solutions.Engage...Remote work
- ...EquitySelling Points Take ownership of fund accounting activities and client deliverables. Collaborate with senior... ...teams to deliver exceptional client service and operational excellence.Take... ...maintaining high standards of service.Lead onboarding processes for new funds...
$185k - $225k
...Director, Family Office Services $185000 - $225000 per... ...| On-site | Permanent Lead a growing Family... ...advise high-net-worth clients, drive technology innovation... ...delivering accounting, advisory, and financial... ...trusts, partnerships, and investment entities. This organization...Permanent employmentWork at officeLocal areaFlexible hours
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