Private Wealth Tax Specialist - Client-Focused Advisor
Baker Tilly Advisory Group, LP
Baker Tilly Advisory Group, LP in Uniondale is seeking a candidate for a role focusing on exceptional client service and bookkeeping support. This position requires strong attention to detail and the ability to work effectively within a team. Qualifications include an associate’s degree and 0–3 years of relevant experience. The pay range is competitive, with benefits offered to eligible employees. #J-18808-Ljbffr
$24 - $37.75 per hour
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...SuggestedHourly payPrivate practice$88k - $123.74k
...Senior Tax Associate - Private Wealth page is loaded## Senior Tax Associate - Private Wealthlocations... ...and assurance firm, providing clients with a genuine coast-to-coast... ...to be a valued business advisor delivering industry-focused tax advisory and compliance services...PrivateLocal areaWorldwide$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 requires... ...and third‑party client advisors. Assist clients in...PrivatePrivate practiceLocal area- ...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
$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$60k - $85k
...Tax Accountant With offices coast to coast, B. Riley Wealth is a leading private wealth and investment management platform that provides... ...offered through B. Riley Wealth Advisors; insurance products,... ...business tax returns, conducting client interviews, and providing guidance...PrivateFull timeWork at office$24 - $37.75 per hour
Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast‑to‑coast and global advantage in major regions... ...with team members, clients, and third‑party advisors. Assist clients in navigating various client platforms...PrivateHourly pay- ...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...
$126.5k - $166.3k
...Tax Manager - Private Wealth page is loaded## Tax Manager - Private Wealthlocations: USA NY New York City... ..., tax and assurance firm, providing clients with a genuine coast-to-coast and... ...is a great opportunity to be a valued advisor delivering tax and business advisory...PrivateWork at officeLocal areaWorldwide- ...SimpleWEALTH is a growing private wealth advisory firm,... ..., NY, built for advisors who want to serve sophisticated clients across the full... ...management. We currently focus on comprehensive... ...management, tax-aware planning, estate... ...with internal specialists across tax, estate...PrivateWork at officeImmediate start
$70k
Citi Global Wealth brings together the full power of... ...continuum of wealth clients. The unified business... ...offices through Citi Private Bank, operates in the... ...Work. The Senior Wealth Advisor will offer comprehensive... ...Planners, Insurance Specialists, Portfolio Consultants...PrivateFull timeWork at office$200k - $250k
Role Overview Product Specialists within Blackstone Private Wealth play a critical role in delivering... ..., from fundraising and client onboarding through... ...This Principal role will focus on Blackstone’s Hedge Fund... ...to sales teams, financial advisors, end‑clients, portfolio managers...PrivateLocal area$116.2k - $212.9k
...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,... ...FSO team! EY’s FSO tax practice provides... ...facets of hedge fund, private equity fund and mutual...PrivateWork experience placementSummer holidayLocal areaFlexible hours$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- 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...
- 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...
- ...have an enthusiasm for helping our clients, taking care of our employees, building... ...their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer... ...This will be done with a consistent focus on relationship management, not portfolio...
- 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...
$160k - $225k
...The Blackstone Group L.P. is seeking a Senior Data Analyst to focus on data visualization within the Private Wealth business unit. This role drives the adoption of data-visualization technology, impacting decision-making from day one. Applicants should have 8+ years of...Private- ...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...
- ...professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S....Work at officeFlexible hours
$132.1k - $301.6k
...Organization (FSO). Our focused model and bold... ...with a range of clients from our most venerable... ...Capital Markets, Wealth and Asset... ...dynamic FSO team! Private Tax is a growing practice... ...into a trusted advisor to clients. You will work with specialists in other areas, including...PrivateWork experience placementSummer holidayLocal areaImmediate startFlexible hours- 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...
- JPMorganChase is looking for a Private Client Investment Associate in East Meadow, NY, to support financial Advisors and manage client relationships. The role involves operational marketing, client service, and ensuring compliance with regulatory requirements. The ideal...
$225k - $275k
...a fast‑growing, dynamic business, focusing on global fundraising and marketing... ...collaborate cross‑functionally across Private Wealth and other Blackstone business units... ...Teams, Operations, Institutional Client Solutions, Finance, Tax, Public Affairs, and other groups in...PrivateLocal area- 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...
$76k - $125.3k
...Organization (FSO). Our focused model and bold... ...with a range of clients from our most venerable... ...Capital Markets, Wealth and Asset... ...providing dedicated tax technical services... ...facets of hedge fund, private equity fund and... ...status as a trusted advisor to maintain and further...PrivateSummer holidayWork at officeLocal areaFlexible hours- 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'...
- Baker Tilly US in Uniondale is seeking a Tax Advisor to deliver tax, accounting, and advisory services for private equity clients. You will lead client engagements, mentor staff, and work closely with firm leadership to enhance business outcomes. The successful candidate...Private
$116.25k - $159.64k
Baker Tilly Advisory Group, LP is seeking a Tax Manager to join our PE Partnerships group in Uniondale. This role offers a chance... ...team members while providing tax and advisory services to private equity clients. The ideal candidate will have a Bachelor's degree, CPA or...Private
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Wealth Tax Specialist - Client-Focused Advisor. Be the first to apply!
- tax accountant Uniondale, NY
- tax consultant Uniondale, NY
- tax associate Uniondale, NY
- tax preparers Uniondale, NY
- tax examiner Uniondale, NY
- tax advisor Uniondale, NY
- tax specialist Uniondale, NY
- customer advisor Uniondale, NY
- airport customer service agent Uniondale, NY
- customer support associate Uniondale, NY

