Private Wealth Tax Specialist | Client-Centric CPA Team
$30 - $39.5 per hourBaker Tilly Advisory Group, LP
Baker Tilly Advisory Group, LP is seeking an Accounting Specialist in New York, NY. This role focuses on providing exceptional service to high net worth clients within our Private Wealth Tax Practice. Key responsibilities include client interaction, data management, and maintaining organized workflows. Candidates should have at least an associate's degree and a strong desire to assist clients efficiently in a fast-paced environment. The position offers competitive pay ranging from $30.00 to $39.50 per hour. #J-18808-Ljbffr
- Asset & Wealth Management, Private Wealth Management, Marketing and Client Engagement Team, US Client Events, New York New... ..., which may include tax and estate planning,... ...exceptionally client‑centric, ruthlessly detail‑oriented... ...with PWAs, content specialist teams, and...PrivateFull timeWork at office
- ...leading financial services firm is seeking a Private Client Advisor to provide comprehensive... ...financial goals, from saving to significant wealth management. Candidates must have at... ...possess necessary licenses. Join a dynamic team dedicated to exceptional service and diversity...Private
$24 - $37.75 per hour
...Accounting Specialist The main responsibility of the Accounting... ...worth individuals within our Private Wealth Tax Practice and is expected to... ...best in-class service to our clients, through communications, information... .... Communication with team, clients and third-party...PrivatePrivate practice$80k - $100k
Neuberger Berman in New York is seeking a dedicated Client Associate/Senior Client Associate to support a Wealth Advisor team. This role involves managing subscription documentation for private equity, coordinating client communications, and assisting with travel arrangements...Private$103.6k - $189.7k
...powerhouse of diverse teams and take your... ...with a range of clients from our most... ...Capital Markets, Wealth and Asset... ...providing dedicated tax technical services... ...of hedge fund, private equity fund and... ...formulate client-centric solutions that comply... ...Accountant (CPA), Enrolled Agent...PrivateSummer holidayWork at officeLocal areaFlexible hours$90k - $110k
...- Digital Platforms & Client Experience will play a... ...experience for Neuberger Wealth clients. This role centers... ...implementing client-centric enhancements to the client... ...of Neuberger wealth teams, driving the evolution... ...in wealth management or private banking, with a focus on...PrivateFull timeLocal areaShift work- Client Service Officer Apply (opens in new window) Job... ...us means joining a team of more than 230,000 dedicated... ...Overview The Client Tax Service Officer is a... ...working directly with Private Banking Teams and clients... ...sector (Private Banking/Wealth management experience preferred...PrivateFull timeWork at office
$250k
...The Investment Counselor Team Lead manages a team of... ...of financial markets, wealth management practices, and... ...covering select clients directly in a senior capacity... ...and services Citi Private Bank offers to clients,... ...array of product and other specialists, as well as other divisions...PrivateFull time- ...prominent financial institution in Ohio is looking for a Wealth Management Advisor II to serve as a trusted advisor to private banking clients. This role involves developing client relationships, collaborating with specialists to meet client needs, and ensuring compliance with...Private
$33.28k - $90k
...Job Description Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...PrivateTemporary workWork at officeLocal area$115k - $125k
...Position Overview:The Client Service Operations Manager will support Team Kaminsky, one of Neuberger’s largest Private Wealth Management teams. This is a “player/coach” role for a hands-on operator who will initially execute alongside the team while building the systems...PrivateLocal areaShift work$88k - $123.74k
...Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-... ...a licensed independent CPA firm that provides attest... ...'s Talent Attraction team, to submit candidates for... ...and compliance services to private wealth clients. As one of the fastest...PrivateLocal areaWorldwide- 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
- J.P. Morgan Wealth Management - Private Client Advisor - New York, NY (Lower Westside) Join to apply for the J.P. Morgan Wealth Management - Private... ...Equal Opportunity Employer/Disability/Veterans About The Team Our Consumer & Community Banking division serves our Chase...PrivateFull time
- ...Citi Wealth - Lending Advisor - Vice President... ...us means joining a team of more than 230,00... ...into our client's broader Wealth Management... ...regionally aligned lending specialist supporting the Citigold and Citi Private Client (CGCPC)... ...balances client-centric advisory excellence...Private
- ...A national financial institution is hiring a Wealth Management Advisor to coordinate and enhance client relationships and achieve wealth goals. The role involves developing client opportunities and ensuring a team-oriented approach to high-quality service delivery. Candidates...
- ECG Resources, Inc. is seeking a Private Wealth Advisor in New York or Chicago. This role demands at least 10 years... ...will manage relationships with high-net-worth clients, serving as a liaison between clients and teams within the firm. The individual should have strong...Private
$50 per hour
...Tax Advisor, Wealth Management At BBH, partnership... ...way to help our clients and advance our business... ...clients of BBH's Private Wealth Management... ...experience ~ CPA, JD, or other... ...Ability to work in team and manage... ...premium service, specialist expertise, technology...PrivateWork experience placementWork at officeLocal area3 days per week- ...Analyst (Co-Investment Team) Location: 200 West... ...pension plans, sovereign wealth funds, insurance... ...(ACF) is a part of the Client Solutions Group (CSG) within... ...alternatives including private equity, private credit,... ...legal / compliance and tax functions to successfully...Private
- J.P. Morgan Chase is seeking a Private Client Advisor for their Wealth Management team. Based in the United States, Kentucky, you will deliver personalized investment solutions while fostering deep relationships with clients. A successful candidate should have at least...
- ...leading financial services firm in Brooklyn is seeking a Private Client Advisor in Chase Wealth Management. This role involves offering comprehensive... ...advisory, along with necessary licensure. Join a committed team dedicated to fostering diversity and exceptional client...
- A leading financial services firm in Brooklyn seeks a Private Client Advisor in Chase Wealth Management. Your role involves offering comprehensive financial... ..., and be committed to client education. Join a diverse team focused on helping clients manage their financial needs...
$27 - $42 per hour
...our DNA across our audit, tax, and consulting groups.... ...opportunities to work as a team member on both domestic and international client engagements. We provide... ...accounting, or similar degree CPA Eligibility : You must be... ...services to public and private entities while also...PrivateHourly payFull timeWork experience placementSummer workInternshipLocal areaWorldwideWeekend workAfternoon shift- ...Head Of Client Experience - Wealth, Managing Director Working at Citi is far... ...career with us means joining a team of more than 230,000... ...within wealth management, private banking, or leading digital... ...global organization. Client-Centric Acumen: Profound understanding...Private
- J.P. Morgan is seeking a Private Client Advisor in Thornwood, NY, who will deliver personalized financial planning and investment solutions to clients. With at least 2 years of relevant experience, candidates will need to hold a valid Series 7 and Series 66 licenses, along...
- Citigold Client Advisor (North Asia)... ...means joining a team of more than 23... ...comprehensive wealth management guidance... .... This client-centric approach... ...with internal specialists to provide a holistic... ...estate planning, tax optimization,... ...Family Group: Private Client Coverage...PrivateFull time
- A leading financial services firm is seeking a Private Client Investment Associate to provide exceptional client service... .... This position offers valuable experiences within the wealth management space, fostering a positive team environment. #J-18808-Ljbffr J.P. Morgan
- ...growing and innovative Equity Portfolio Management team within Wealth Management’s Chief Investment Officer Team (Private Bank CIO Team), reporting to the Head of... ...implementation within discretionary equity and multi‑asset client portfolios across global markets....PrivateBank staff
$76k - $125.3k
...powerhouse of diverse teams and take your... ...with a range of clients from our most... ...Capital Markets, Wealth and Asset... ...providing dedicated tax technical services... ...of hedge fund, private equity fund and... ...formulate client-centric solutions that comply... ...Accountant (CPA), Enrolled Agent...PrivateSummer holidayWork at officeLocal areaFlexible hours- 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,...
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