Private Wealth Tax Specialist - Client-Focused Bookkeeping
$30 - $39.5 per hourBaker Tilly US
Baker Tilly US is seeking an Accounting Specialist to join their Private Wealth Tax Practice, primarily working with high net worth individuals. The role involves providing exceptional service, managing client relationships, and supporting the team in delivering quality work. Candidates should possess an Associate’s degree, with a Bachelor’s preferred, along with 0–3 years of accounting experience. Familiarity with QuickBooks and MS Office is valued. Competitive pay ranges from $30.00 to $39.50 per hour in New York City. #J-18808-Ljbffr Baker Tilly US
Vacancy posted 12 hours ago
Similar jobs that could be interesting for youBased on the Private Wealth Tax Specialist - Client-Focused Bookkeeping in New York, NY vacancy
$24 - $37.75 per hour
...Accounting Specialist The main responsibility of the Accounting... ...individuals within our Private Wealth Tax Practice and is expected to... ...best in-class service to our clients, through communications, information... ...3 years of experience in bookkeeping or accounting. ~ Strong...PrivatePrivate practiceBaker Tilly
New York, NY2 days ago- A prominent financial institution in New York is seeking a Sr Private Wealth Advisor. The role focuses on the proactive management of client relationships, developing networks for referrals, and ensuring compliance with policies. Ideal candidates will possess strong skills...PrivateFull time
$21.59 - $37.75 per hour
Baker Tilly Advisory Group, LP is seeking a Senior Tax Accounting Specialist in Kentucky. This role involves bookkeeping support for tax clients, ensuring high quality and accuracy in deliverables. The ideal candidate should have an associate's degree, 2-4 years of relevant...Suggested$100k - $130k
...Cresset is a firm built by clients, for clients. As an... ...-family office and private investment firm, we are reimagining the way wealth is experienced. Our purpose... ...a 100+ year firm—one focused on delivering an exceptional... ...(FO) Manage tax document facilitation with...PrivateFull timeTemporary workWork at officeLocal areaCresset
New York, NY12 hours ago- A leading financial services firm is seeking a Private Client Advisor to provide comprehensive financial planning and investment solutions.... ...supporting their financial goals, from saving to significant wealth management. Candidates must have at least 2 years of relevant...Private
$90k - $110k
Position Overview The Senior Associate - Private Wealth Digital Platforms & Client Experience role will play a pivotal part in enhancing the digital client... ...Neuberger Berman’s Private Wealth clients. This role focuses on identifying and implementing client‑centric...PrivateLocal areaShift work$88k - $123.74k
...Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and... ...Would you like the ability to focus on one industry sector and further... ...advisory and compliance services to private wealth clients. As one of the fastest growing...PrivateLocal areaWorldwideBaker Tilly
New York, NY3 days ago- J.P. Morgan Wealth Management - Private Client Advisor - New York, NY (Lower Westside) Join to apply for the J.P. Morgan Wealth Management - Private... ...relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management...PrivateFull time
$135 - $155 per hour
...Associate, Capital Solutions - Private Wealth Client Coverage New York - Park Avenue About General Atlantic General Atlantic is a leading... ...Summary General Atlantic's Capital Solutions team is focused on marketing the firm's global investment strategies to institutional...PrivateLocal areaWorldwide$126.5k - $166.3k
...Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and... ...to expand your career in Private Wealth tax and accounting, becoming an expert... ...services pertaining to accounting, bookkeeping and prepared or compiled...PrivateWork at officeLocal areaWorldwideBaker Tilly
New York, NY2 days ago- ...where your expertise as a Client Account Manager... ...Sales and Investment Specialists to form a dedicated service... ...skills Client focused and able to gain an in... ...TEAM J.P. Morgan Asset & Wealth Management delivers industry... ...management and private banking solutions. Asset...PrivateFlexible hours
$88k - $123.74k
...Tax Senior Associate Are you interested in joining one of... ...Would you like the ability to focus on one industry sector and further... ...become an expert for your clients? If yes, consider joining... ...advisory and compliance services to private wealth clients. As one of the...PrivateLocal area- A leading financial services firm in New York is seeking a Head of Private Wealth Alternatives to enhance client service for registered broker dealers and intermediaries. This role involves building a team, managing client relationships, and driving service excellence in...Private
- Asset & Wealth Management, Private Wealth Management, Marketing and Client Engagement Team, US Client Events, New... ...team and will be focused on US-based events strategy... ..., which may include tax and estate planning, philanthropic... ...with PWAs, content specialist teams, and compliance...PrivateFull timeWork at office
$126.5k - $166.3k
...Tax Manager Join Baker Tilly as a Tax Manager with our New... ...to small business clients. You will work side-by-side... ...opportunity to expand your career in Private Wealth tax and accounting, becoming... ...services pertaining to accounting, bookkeeping and prepared or compiled...PrivateWork at officeLocal area- A leading financial services firm in Brooklyn seeks a Private Client Advisor in Chase Wealth Management. Your role involves offering comprehensive financial... ...be committed to client education. Join a diverse team focused on helping clients manage their financial needs using...
$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 hoursEY
Hoboken, NJ3 days ago- ...its Floral Park or New York locations. This is a full-time hybrid position focused on tax, accounting, audit, and advisory services. The role takes a hands-on approach with small-business clients, ensuring comprehensive service and support. Senior Associates at Wffacpa...Full time
$90k - $110k
...Senior Associate - Digital Platforms & Client Experience will play a key role in... ...the digital experience for Neuberger Wealth clients. This role centers on identifying... ..., preferably in wealth management or private banking, with a focus on client portals, reporting, and...PrivateFull timeLocal areaShift work- Goldman Sachs Group, Inc. is seeking an Associate for the US events team in New York. This role focuses on planning and executing events for private wealth clients, collaborating closely with advisors and stakeholders. The ideal candidate will have a Bachelor’s Degree,...
$110k - $125k
The Role Within our International Private Wealth business, we are seeking a strong, motivated professional to support day‑to‑day execution... ...hedged currency offerings. Support the development of FAQs and client‑facing educational materials in collaboration with senior...PrivateFlexible hours$34.32k - $90k
711 MS Smith Barney, LLC is seeking a Client Service Associate in New York, NY. This role focuses on providing exceptional service to clients while supporting Financial Advisors and Private Wealth Advisors. Responsibilities include managing client relationships, executing...Private- Private Client Advisor Job at J.P. Morgan Chase in New York, NY, within the Wealth Management group. As a Private Client Advisor we will represent the brand, interact with... ...deliver personalized investment solutions focused on relationship management. Demonstrate deep...
- ...Financial Professional to create and manage client relationships, develop individual... ...opportunities, and a supportive work culture focused on client wellness and community engagement... ...potential, making it ideal for aspiring wealth managers. #J-18808-Ljbffr Equitable AdvisorsWork at officeFlexible hours
- As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise... ...-building skills. This will be done with a consistent focus on relationship management, not portfolio management...
$90k - $125k
Asset & Wealth Management, Fixed Income - Client Portfolio Manager, Analyst Fixed Income and... ...variety of clients, including private wealth mandates and... ...create tailored taxable and tax‑exempt solutions, deliver... ...external audiences on our focused SMA products, providing training...PrivateFull timeTemporary workPart time$72k
...Supporting Strategies is looking for an experienced accountant to deliver exceptional client service and manage full-cycle accounting responsibilities. The ideal candidate will have a Bachelor's degree in Accounting, 5+ years of full-cycle accounting experience, and proficiency...Remote workSupporting Strategies
New York, NY12 hours ago- A leading financial institution is seeking a Private Banker to advise clients on wealth management. The role requires six years in Private Banking, a Bachelor... ...success and strong business acumen while maintaining a focus on the client experience. An MBA or relevant...Private
- .... Morgan as an Associate in the Investor Client Management (ICM) Client Account Management... ...largest investor clients with a primary focus on Sponsors clients. This role offers career... ...the Corporate & Investment Bank and the Private Bank with a focus on the Markets line of...Private
- Description The Wealth Manager Client Service Associate (CSA) is responsible for providing day‑to‑day support to Wealth Managers. The CSA leads... ...and banking products Detail oriented and customer focused Professional verbal and written communication Prior brokerage...Local areaMonday to Friday
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Wealth Tax Specialist - Client-Focused Bookkeeping. Be the first to apply!
Related searches
- tax specialist New York, NY
- tax associate attorney New York, NY
- tax accountant New York, NY
- remote tax accountant New York, NY
- senior tax associate New York, NY
- tax examiner New York, NY
- tax consultant New York, NY
- seasonal tax preparer New York, NY
- tax resolution associate New York, NY
- sales & use tax accountant New York, NY