Senior Private Client Advisor Hybrid
$85k - $115kEpic Insurance Inc
Epic Insurance in New York is looking for a Relationship Manager to provide exceptional service and guidance to private clients. The role requires 5+ years of client management experience and a P&C Insurance License. This full-time position offers a salary range of $85,000 to $115,000, commensurate with experience. Join EPIC to be part of a fast-growing team with excellent benefits, including generous paid time off and 401(k) matching. #J-18808-Ljbffr
$81k - $125k
...organization of consultative advisors and problem solvers. We help... ...first approach. Job Summary: P&C Private Client Group (PCG/affluent lines) is... .... The Role at NFP: The Senior Account Executive interacts with... ...We offer the flexibility of a hybrid work schedule of at least 2...SeniorPrivate clientFull timeImmediate startRemote workWork from homeShift work2 days per week$81k - $115k
...RemoteFetch is seeking a full-time insurance professional to manage client accounts in the Plainview, NY area. This role involves extensive communication and collaboration with clients and carriers within commercial insurance. Candidates should have over 5 years of experience...SeniorFull timeRemote work- RemoteFetch is looking for a Senior Account Executive to develop and maintain strong client relationships in the Personal Lines sector. This full-time position supports a hybrid work model and offers the option for remote work depending on experience. Your expertise will...SeniorPrivate clientFull timeRemote work
- ...An energy sector company is seeking a Senior Customer QA Analyst to enhance operational processes and improve customer satisfaction. This hybrid role involves leading process improvements, analyzing data, and collaborating with various departments. Candidates should have...Senior
$69k - $87k
...experienced Account Executive in Plainview, NY. This full-time role involves managing client relationships, negotiating terms with carriers, and ensuring compliance in insurance processes. A hybrid work schedule is available, and the salary ranges from $69,000 to $87,000,...SeniorFull timeRemote work- ...autonomy to reach your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic... ...in terms of office location, as EisnerAmper follows a hybrid working model and has offices available in the listed...SeniorPrivate clientTemporary workPrivate practiceWork at officeLocal area
- ...you need to succeed and the autonomy to reach your goals. EisnerAmper is seeking a Tax Senior Associate to join the Private Client Services (PCS) practice. This role is hybrid with 3 days a week in office. We are looking for a dynamic individual who excels in a progressive...SeniorPrivate clientTemporary workPrivate practiceWork at officeLocal area3 days per week
$75k - $120k
...Tax Senior - Financial Services (Hybrid) page is loaded## Tax Senior - Financial Services (Hybrid)locations... ...tax compliance and advisory work for clients* Review Federal, Multi-National, Multi... ...working with asset manager clients (private equity, hedge funds, fund to funds...SeniorLocal area$85k - $95k
## Senior Account Executive - Personal LinesSolicitarremote type: Hybrid Workinglocations: Melville, NYtime type: Full timeposted... ...business or helping a national client navigate complex risk, you’ll... ...*.** **Position Overview**HUB Private Client is seeking an experienced...SeniorPrivate clientWork experience placementLocal area$70k - $90k
...Job Title P&C Private Client Group (PCG/affluent lines) is a division of NFP Property & Casualty. We are a retail operation for affluent... ...report to our Plainview, NY or Warrington, PA office with a hybrid work schedule from either. We will consider a remote option...Private clientWork at officeRemote work$145k - $248.2k
...Andersen in Melville, NY is seeking a Senior Manager to oversee multiple engagement teams for a variety of sophisticated clients including wealthy families and business entities... ...in accounting with a strong focus on Private Client services, along with a relevant advanced...SeniorPrivate client- ...EisnerAmper is seeking a Senior Fund Accountant to join our Real Estate Systems Implementation... ...financial statements and managing client relationships in a dynamic environment. The... ...experience in Fund Accounting, particularly with Private Equity clients. You will collaborate with...SeniorPrivate client
- ...Australia-Employment seeks a dedicated Tax Senior Manager to oversee complex tax engagements and management of key client relationships. The role involves leading a team, reviewing tax filings, and ensuring compliance while contributing to operational initiatives. Located...Senior
$70k - $120k
Citibank (Switzerland) AG is seeking a Wealth Relationship Advisor in Town of Huntington, NY. This role involves building relationships with new and existing clients to manage their bank and brokerage assets, ensuring compliance with KYC/AML guidelines. Candidates should...SeniorPrivate clientFull time- Australia-Employment in Jericho, New York is looking for a Tax Senior to join their team. The role involves preparing and reviewing various tax returns, with a focus on high-net-worth clients. Offering a hybrid work schedule, the firm emphasizes a collaborative...Senior
- Jobot, located in New York, is seeking a Tax Senior to join their team. This role offers a mix of hybrid work and meaningful engagement with high-net-worth clients, providing a generalist tax experience. With responsibilities ranging from tax return preparation to client...Senior
- ...A leading accounting and advisory firm located in New York is seeking experienced Tax Partners for their Private Client Services team. This role involves compliance reviews, client consultations, and expanding services to existing clients. Candidates must have 12+ years...Private client
- ...autonomy to reach your goals. We are seeking a Senior Fund Accountant to join our Real Estate... ...Group (RESIG), the largest real estate private equity fund administrator by funds... ...thrives in a growing environment and provides clients with exceptional services. What it Means...SeniorPrivate clientLocal area
$180k - $265k
...LeoForce is looking for a Tax Senior Manager to oversee complex tax engagements and manage key client relationships. This leadership role requires advanced technical... ...00 - $265,000 per year, this position offers a hybrid work schedule with opportunities for growth. #J...Senior$120k - $350k
Open roles: Senior Tax Manager, Senior Tax Director, and Partner... ...planning and consulting services to clients - Manage and oversee tax... ..., serving as a trusted advisor - Review and analyze financial... ...tax planning strategies for private equity and corporate clients...SeniorPrivate clientFull timeRelocationMonday to FridayShift workWeekend workDay shift$150k - $185k
...Accommodations Plus International seeks an Associate Counsel in Melville, NY. This hybrid, full-time position involves negotiating commercial contracts and supporting the General Counsel. Candidates must hold a J.D. degree and be a member of the New York State bar, along...SeniorFull time£100k - £140k per year
...PRO-TAX RECRUITMENT LIMITED is seeking a Private Client Tax Director to Partner level in Norwich. The role offers a salary of £100,000 – £140,000 plus bonus and benefits. The ideal candidate will manage a portfolio of high-net-worth clients and provide expert tax advisory...SeniorPrivate client- ...At J.P. Morgan Chase, we are passionate about helping our clients, taking care of our employees, building relationships, and delivering... ..., Capabilities, and Skills At least 2 years in a Financial Advisor role or equivalent financial services experience. Demonstrated...Private client
- ...EisnerAmper LLP is seeking a Senior Manager for its Outsourced Finance & Accounting team, focusing on special projects in the Public Sector. This hybrid role requires 2–3 days in the office, expecting candidates to work in Eastern and/or Central time zones. The Senior...SeniorWork at office
$72k - $91k
...Utica Mutual Insurance Company is seeking a Senior Claims Specialist for auto bodily injury claims, primarily in New York venues and a hybrid work setting. The role involves investigating claims, negotiating settlements, and maintaining communication with involved parties...Senior$120k
...NFP Corp is seeking a dedicated client service professional in Plainview, New York, to enhance benefits administration experiences for... ...commission plan reaching up to $120,000 total compensation based on performance. A hybrid work schedule is available. #J-18808-Ljbffr...Senior$132.1k - $301.6k
...by side with a range of clients from our most venerable... ...dynamic FSO team! Private Tax is a growing practice... ...acumen. As a Senior Manager in Private Tax,... ...develop into a trusted advisor to clients. You will work... ...led and leader-enabled hybrid model. Our expectation...SeniorPrivate clientWork experience placementSummer holidayLocal areaImmediate startFlexible hours$145k - $248.2k
...ordinary, working with extraordinary clients spanning every industry, regardless of... ...as leaders, colleagues and trusted advisors. We equip you with world-class education... ...of your success! The Role Senior Managers in our Private Client Services (PCS) practice...SeniorPrivate clientFull timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa- ...Account Executive located in Plainview, NY. The role is involved in client interactions, negotiating terms, and maintaining strong client-... ..., and a required P&C License. NFP offers a competitive salary and a hybrid work schedule for flexibility. #J-18808-Ljbffr NFP CorpSenior
- ...standards while communicating with various stakeholders. Ideal applicants will have at least eight years of claims experience and a bachelor’s degree. This role offers a hybrid work schedule and a competitive salary range based on skills and experience. #J-18808-Ljbffr...Senior
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