Private Wealth Tax Specialist - Client-Focused Bookkeeping
$24 - $37.75 per hourBaker Tilly US
Baker Tilly US in Uniondale, NY, is seeking an Accounting Specialist responsible for managing high net worth clients within our Private Wealth Tax Practice. Candidates are expected to provide exceptional client service while managing multiple tasks and deadlines. The ideal candidate will have a degree in accounting and up to 3 years of experience, demonstrating strong attention to detail and communication skills. Hourly pay ranges between $24.00 and $37.75. #J-18808-Ljbffr Baker Tilly US
$24 - $37.75 per hour
...is a leading advisory, tax and assurance firm, providing clients with a genuine coast‑to... ...responsibility of the Accounting Specialist will be to work... ...individuals within our Private Wealth Tax Practice. The role... ...years of experience in bookkeeping or accounting. Strong...PrivatePrivate practiceLocal area$88k - $123.74k
A leading advisory firm in New York, NY, is seeking a Senior Tax Associate to provide comprehensive tax compliance and advisory services to private wealth clients. The role requires a bachelor's degree and at least two years of relevant experience in a public accounting...PrivateFlexible hours$88k - $123.74k
Senior Tax Associate - Private Wealth page is loaded## Senior Tax Associate - Private Wealthlocations: USA... ..., tax and assurance firm, providing clients with a genuine coast-to-coast and global... ...business advisor delivering industry-focused tax advisory and compliance services...PrivateLocal areaWorldwide$126.5k - $166.3k
Tax Manager - Private Wealth page is loaded## Tax Manager - Private Wealthlocations: USA NY New York... ..., tax and assurance firm, providing clients with a genuine coast-to-coast and global... ...services pertaining to accounting, bookkeeping and prepared or compiled financials....PrivateWork at officeLocal areaWorldwide- A leading advisory firm is seeking a Tax Manager for their New York office. This role involves delivering tax and business advisory services to private wealth clients, including ultra-high-net-worth families. The ideal candidate will have over 5 years of tax compliance...PrivateWork at office
- ...we are passionate about helping our clients, supporting our employees, building... ...to meet their financial needs. A Private Client Advisor in Chase Wealth Management offers comprehensive financial... ...investment solutions to clients, focusing on relationship management rather...
- Citigroup Inc. is seeking a Senior Wealth Advisor in East Meadow, New York, to deliver comprehensive financial and investment advice. This role involves building relationships with new clients, managing referrals, and deepening existing client relationships through effective...
- J.P. Morgan Chase is looking for a Financial Advisor in Wantagh, NY, who will champion team success and manage client relationships. You will build a book of business, deliver personalized investment solutions, and educate clients on utilizing technology for their investments...
- JPMorganChase is seeking a Private Client Advisor in Wantagh, NY to offer comprehensive financial planning and investment solutions to a diverse clientele. This role involves building strong relationships, delivering personalized solutions, and fostering a culture of diversity...
$106.5k - $195.1k
...Financial Services Organization. In the Private Tax practice, we serve privately held... ...family and business structures. Support clients in wealth transfer, succession planning, and governance... ..., solutions, and projects with a focus on quality and risk management. Guide...PrivateWork experience placementPrivate practiceSummer holidayImmediate startFlexible hours$70k
Citi Global Wealth brings together the full power of Citi to serve... ...entire continuum of wealth clients. The unified business supports... ...family offices through Citi Private Bank, operates in the affluent... ...Financial Planners, Insurance Specialists, Portfolio Consultants and...PrivateFull timeWork at office- JPMorgan Chase & Co. is seeking a Private Client Advisor to join their team in Wantagh, NY. In this role, you will provide comprehensive financial planning and advice to clients, ensuring exceptional service by building strong relationships and offering tailored investment...
- A leading financial services firm in Greenvale is seeking an experienced Private Banker to manage client relationships, drive business results, and provide comprehensive wealth management solutions. The ideal candidate has over 6 years in financial services, a Bachelor'...
$200k - $250k
Role Overview Product Specialists within Blackstone Private Wealth play a critical role in delivering deep investment... ...lifecycle, from fundraising and client onboarding through portfolio construction... .... This Principal role will focus on Blackstone’s Hedge Fund Solutions...PrivateLocal area$126.5k - $166.3k
OverviewBaker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and... ...services and tax compliance to private equity clients. You will work side... ...pertaining to accounting, bookkeeping and prepared or compiled financials...PrivateLocal areaWorldwide- The Blackstone Group L.P. is seeking a Product Specialist in Private Wealth to focus on Credit strategies and provide detailed investment information to clients throughout the product lifecycle. The role involves addressing client inquiries, analyzing the competitive landscape...Private
- JPMorganChase in Hicksville, NY is seeking a Private Client Advisor to deliver personalized financial planning and investment solutions. The role requires managing client relationships and offering comprehensive advice to clients from various financial backgrounds. The...
$84.2k - $120k
...Manager to lead a portfolio of clients. This role requires an... ...Strategies is the 9th largest privately held US brokerage firm offering... ...consulting services and financial & wealth solutions. With more than 30... ...by having a strong focus on Environmental, Social, and...PrivateWork at office1 day per week- JPMorgan Chase & Co. in Hicksville, NY, seeks a Private Client Advisor to provide comprehensive financial planning and investment solutions to individuals and families. Responsibilities include building client relationships, advising on financial needs, and embracing digital...
- TD is seeking a Financial Advisor in Bethpage, New York. This role involves providing financial planning guidance to clients while leveraging a three-year program with growth opportunities. Success in the role hinges on delivering exceptional customer service and establishing...
$72.28k - $108.16k
...Advisor to join our team. In this role, you will provide financial planning guidance and sell investment management solutions to our clients. The ideal candidate will have a Bachelor's degree, 2+ years of experience, and strong sales and customer service skills. The role...$66.56k - $99.32k
TD Bank is seeking a Financial Advisor Associate in Bethpage, NY, focused on developing and maintaining client relationships in wealth management. You'll analyze client financials, educate on investment strategies, and ensure tailored solutions for financial goals. The...Full time- A leading advisory and assurance firm seeks a Senior Manager in Tax to deliver industry-focused advisory and compliance services to clients. This role offers the chance to mentor staff, manage client relationships, and engage in federal tax matters. Candidates should possess...
- ...Payroll & Accounts Payable Specialist Bogot, Colombia... ...full-service law firm focusing on complex corporate,... ...executive compensation, and private wealth matters. As a firm, we... ..., benefits, and tax deductions Partner... ...prepaid account balances, client reimbursables, and...PrivateFull timeContract workFor contractorsRemote work
- ...Fargo is seeking a Senior Wealth Management Banking Specialist (SAFE) in Wealth Investment... ...and high net worth client relationship portfolio in... ...banking, mortgage banking, or private banking experience, or equivalent... .... Employees support our focus on building strong...PrivateFull timeWork experience placementWork at officeImmediate start
$130k - $175k
Overview Product Specialist - Private Wealth (Credit) A Product Specialist in Private Wealth focuses on Blackstone’s Credit strategies and products, providing investment detail to client stakeholders throughout the product lifecycle, from fundraising through investment...PrivateWork at officeLocal area$34.32k - $90k
...Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...PrivateTemporary workWork at officeLocal area$31.2k - $90k
...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role...PrivateTemporary workWork at officeLocal area- Mike Walsh - State Farm Agent in Bellmore, NY is looking for an Account Associate to manage customer accounts and assist with insurance inquiries. In this role, you will coordinate with underwriters and process claims, enhancing customer satisfaction through excellent service...Remote jobWork from homeFlexible hours
- ...professional in New York who will provide tailored tax advice and compliance solutions for... ...experience in tax consulting, support for wealth transfer, and navigating... ...certification, and proven abilities to manage client relationships effectively. This hybrid role...Private
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