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- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our clients,... ...As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive... ...skills. This will be done with a consistent focus on relationship management, not portfolio...Suggested
- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our clients,... ...needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive... .... This will be done with a consistent focus on relationship management, not...
$60k - $85k
...Tax Accountant With offices coast to coast, B. Riley Wealth is a leading private wealth and investment management platform that provides comprehensive, collaborative financial... ...and business tax returns, conducting client interviews, and providing guidance on a variety...PrivateFull timeWork 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...
- 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
$103.6k - $189.7k
...Organization (FSO). Our focused model and bold ambition... ...side with a range of clients from our most venerable... ...Banking and Capital Markets, Wealth and Asset Management... ...providing dedicated tax technical services to both... ...facets of hedge fund, private equity fund and mutual...PrivateSummer holidayWork at officeLocal areaFlexible hours- 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...
- ...SimpleWEALTH is a growing private wealth advisory firm, based... ...serve sophisticated clients across the full spectrum... .... We currently focus on comprehensive advisory... ...investment management, tax-aware planning, estate... ...Coordinate with internal specialists across tax, estate,...PrivateWork at officeImmediate start
- ...Private Client Investment Associate At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees,... ...needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing...
- At J.P. Morgan Chase, we are passionate about helping our clients, taking care of our employees, building relationships, and delivering... ...clients by relying on leadership and relationship‑building skills; focus on relationship management, not portfolio management....
$132.1k - $301.6k
...Organization (FSO). Our focused model and bold... ...side with a range of clients from our most venerable... ...and Capital Markets, Wealth and Asset Management,... ...dynamic FSO team! Private Tax is a growing practice... ...clients. You will work with specialists in other areas, including...PrivateWork experience placementSummer holidayLocal areaImmediate startFlexible hours- 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...
$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- 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...
$76k - $125.3k
...Organization (FSO). Our focused model and bold ambition... ...side with a range of clients from our most venerable... ...Banking and Capital Markets, Wealth and Asset Management... ...providing dedicated tax technical services to both... ...facets of hedge fund, private equity fund and mutual...PrivateSummer holidayWork at officeLocal areaFlexible 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'...
- JPMorgan Chase & Co. is seeking a Private Client Advisor in New York to provide comprehensive financial planning and advice. The ideal candidate... ...offering personalized investment solutions and maintaining a focus on relationship management. With a minimum of 2 years in...
$100k - $200k
...Tax Manager - Private Client Services Salary Range $100,000.00 - $200,000.00 Salary/year Position Type Full Time / Experienced Level Category... ...flexibility to manage your personal and professional life to focus on what matters most to you! We are seeking a Private...PrivateFull time- JPMorganChase is seeking a Private Client Advisor in Hicksville, NY to offer comprehensive financial planning and advice. This role focuses on delivering personalized investment solutions and building strong relationships with clients. Candidates should have at least 2...Private
$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
...Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and... ...advisory services and tax compliance to private equity clients. You will work side... ...pertaining to accounting, bookkeeping and prepared or compiled financials...PrivateLocal areaWorldwide$72.65k - $90k
...Peapack Private Bank & Trust is a well-recognized, high-performing... ...boutique bank and a leader in wealth, lending, and deposit... ...services designed to help our clients establish, maintain, and grow... ...Cultural Ambassador sub-committees (focused on Wellness, Employee Fun,...Private$126.5k - $166.3k
...Tax Manager Join Baker Tilly as a Tax Manager with our PE Partnerships group... ...advisory services and tax compliance to private equity clients. You will work side-by-side with firm... ...provide services pertaining to accounting, bookkeeping and prepared or compiled financials....PrivateLocal area- ...manner. This role also provides client accounting support for the... ...limited to: Deposits and Bookkeeping Process daily cash... ...benefits, personal allowance, and private-pay rent; maintain up-to-date... ...a Plus: Accounting-focused college degree Experience...PrivateWork at officeFlexible hours
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