Director - Family Office Practice (cpa firm)
CPA firm
CPA firm seeking an experienced, client-focused, and technology-driven Director to join our growing Family Office practice. This individual will lead the delivery of comprehensive accounting, financial, and administrative services to high-net-worth individuals and family office clients, while managing a team and contributing to the growth of the practice. The ideal candidate brings deep experience with platforms such as Sage Intacct, QuickBooks Online, and NetSuite, and possesses the curiosity and drive to embrace next-generation tools — including AI-enabled platforms like Asseta.ai, BILL, and third-party integrations spanning payroll, sales tax, and beyond — as part of a forward-thinking, tech-driven service model.
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Director - Family Office Practice (cpa firm) in Poughkeepsie, NY vacancy
- CPA firm a Tax Manager or Director to join our growing Private Client Services practice. This role will focus on providing tax compliance, planning, and consulting services to high-net-worth individuals, families, and closely held businesses. The ideal candidate will be...SuggestedPrivate practice
- CPA firm seeking an experienced Tax Manager to join our Professional Services group. The ideal candidate will bring solid experience with 1120, 1120-S, 1065, and 1040 tax matters, as well as demonstrated strength in tax research, planning, and advisory work.Suggested
CPA firm
Poughkeepsie, NY5 days ago - CPA firm seeking an experienced Tax Manager to join our growing Not-for-Profit practice. This role will focus on providing tax compliance and consulting services to a diverse portfolio of tax-exempt organizations, including private foundations, public charities, educational...Suggested
- CPA firm seeking an R&D Tax Credit Director to join the Firm’s Tax Credits practice, with primary responsibility of leading and delivering Research & Development (R&D) Tax Credit consulting services to clients across a broad range of industries. The Director will work closely...Suggested
- CPA firm seeking Trusts & Estates Tax Manager / Sr. Manager to take full responsibility for directing multiple engagements.Suggested
- ...responsibility as you build your practice About... ...Admired Companies." Office Location: 2515 South Road... ...Caccomo — Managing Director & Wealth Management Advisor... ...memories with his family, especially outdoor adventures... ...James joined the firm in 2020 after a career...Full timeInternshipWork at officeLocal areaFlexible hours
$1,000 - $1,200 per week
...reimbursement Discounted Friends and Family tax returns (terms apply) If you'... ..., and state income tax preparation with offices across the country. Jackson Hewitt is always... ...set their own employment policies and practices. Franchisees are the exclusive employer...Hourly paySecond jobSeasonal workLocal areaFlexible hoursJackson Hewitt Tax Service, Inc.
Poughkeepsie, NY4 days ago$22.5 - $24.07 per hour
...positively impact the lives of 10,000+ children, adults - and their families - every year. Our Mission: Devereux changes lives - by... ...programs and services, and within all policies and employee practices. We believe a workplace rooted in inclusivity - offering a...Hourly payFull timeFlexible hoursDevereux Advanced Behavioral Health
Poughkeepsie, NY5 days ago- ...Job Description Job Description Job Description: Office Assistant for Nurse Practitioner Multi-Specialty Practice Position Overview: We are seeking a skilled and dedicated Office Assistant to join our dynamic nurse practitioner multi-specialty practice. As an integral...Full timeWork at office
Elevate Health Associates
Poughkeepsie, NYa month ago - ...one . Our Thriving Office : 2515 South Road, 2nd... ...before joining the firm. William Brammer led as... ...client relationships and practice Entrepreneurial flexibility... ...Caccomo — Managing Director & Wealth Management... ...creating memories with his family, especially outdoor...Full timeInternshipWork at officeLocal areaFlexible hoursNight shift
Northwestern Mutual - Poughkeepsie
Poughkeepsie, NY23 days ago $85k - $120k
...Design & Construction Team. The client for this project is the NYS Office of General Services (OGS) in Hudson Valley NY Come join... ...of our key asset- our staff. Ranked among the nation's top A/E firms by Engineering News-Record, LiRo-Hill provides construction management...Contract workFor contractorsWork at officeImmediate startThe LiRo Group
Poughkeepsie, NY11 days ago$85k - $120k
...Design & Construction Team. The client for this project is the NYS Office of General Services (OGS) in Hudson Valley NY Come join... ...of our key asset- our staff. Ranked among the nation's top A/E firms by Engineering News-Record, LiRo-Hill provides construction management...Contract workFor contractorsWork at officeImmediate startThe LiRo Group
Poughkeepsie, NY12 days ago$80k - $85k
...updates to customers while complying with all Caliber safety rules, guidelines and company standards. BENEFITS OF JOINING THE FAMILY Benefits from day one: Immediately eligible for medical, dental and vision Industry Comparable Pay - Paid weekly Paid...Weekly payImmediate startMAC Incorporated
Poughkeepsie, NY3 days ago$85k - $110k
...Description With offices coast to coast, B. Riley Wealth is a leading private wealth and investment management platform that provides... ..., collaborative financial solutions to individuals and families, businesses and institutions, non-profits, trusts, foundations,...Full timeWork at officeBRC Group Holdings, Inc.
Poughkeepsie, NY1 day ago$17 - $34.9 per hour
...supervise store partners, helping maintain productivity and positive morale.Assist with training new partners and reinforcing best practices on the sales floor.Help maintain a clean, organized, and visually appealing store environment.Let's Go!Open and close the store...Minimum wageLocal areaFlexible hoursShift workNight shiftAfternoon shiftPetco Health and Wellness
Poughkeepsie, NY4 days ago$23.47 - $38.62 per hour
...Life Insurance Options : Flexible protection for you and your family Key Responsibilities Customer Assistance : Help address... ...fee of , you will gain access to tools, resources, and unlimited practice assessments. An exclusive, step-by-step guide to the USPS...Hourly payFlexible hoursPostal Jobs Resource
Poughkeepsie, NYmore than 2 months ago$30 - $35 per hour
...Stay updated on accounting standards, regulations, and best practices to facilitate continuous improvement. Qualifications:Bachelors... ...analytical and problem-solving skills, with a keen attention to detail.CPA certification or other relevant certifications is a plus....Hourly payFull timeLocal areaTarget Software Inc.
Poughkeepsie, NYa month ago$61k - $119k
...successful in building a financial planning practice that focuses on: Planning Experience ·... ...long‑term vision and goals like opening an office, joining a sophisticated team, or... ...Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could...Full timeContract workFor contractorsWork at officeNorthwestern Mutual
Poughkeepsie, NY3 days ago$60k - $75k
...Administrative Team. The perfect candidate will be someone with superb communication and organizational skills who can step into a fast-paced office environment and provide administrative leadership and support. This role offers a unique opportunity to grow in a dynamic and...For contractorsWork at officeArris Contracting Co Inc
Poughkeepsie, NY12 days ago$17 - $17.5 per hour
...your development. Whether you're working in our four global Home Offices, Distribution Centers or Retail Stores—TJ Maxx, Marshalls,... ...opportunities to learn, thrive, and make an impact. Come join our TJX family—a Fortune 100 company and the world's leading off-price...Hourly payTemporary workLocal areaHome officeFlexible hoursNight shiftThe TJX Companies , Inc.
Poughkeepsie, NY3 days ago$18 - $20 per hour
...Payment Collection and Receipt Notation of Office and Venue Space Rentals Data entry... ...copying, mailing, etc. Fill in for Director during vacations or planned absence for... ...quarterly Tax reports Liaison with CPA Accounting firm engaged for year-end filing Application...Hourly payWork at officeDutchess County Regional Chamber of Commerce
Poughkeepsie, NY2 days ago$6,000 per month
...Employees Working 30+ Hours/Week Healthcare for you and your family: Medical, Dental & Vision insurance Single HDHP Medical plan... ...new opportunities and consistently identifying unexpected and practical ways to solve problems. The rate for this position generally...Full timeContract workTemporary workPart timeLocal areaFlexible hours- ...: Windsor Fashions is a leading special occasion and fast fashion retailer founded and operated by generations of the Zekaria family. We are committed to providing a broad selection of on-trend apparel for all the occasions in a woman's life. Our mission is to create...Flexible hours
Windsor Fashions
Poughkeepsie, NY2 days ago - ...maintains focus on important activities Reads and interprets reports to establish goals and deliver results Seeks ideas and best practices from other individuals, teams, and networks and applies them Problem Solving and Decision Making: Identifies and resolves...Local areaImmediate startShift work
Dunkin
Poughkeepsie, NY4 hours ago $19.5 - $24.35 per hour
...anywhere else? Check. Need to get dressed for a day at the office, a weekend get-together or your next family vacation? Easy, preppy-inspired outfits are a part... ...needed. What You'll Do Support the Store Director & Associate Store Manager to directly impact...Hourly payFull timePart timeWork at officeImmediate startNight shiftJ. Crew
Poughkeepsie, NY5 days ago$100k - $150k
...Manager- Commercial Lines Location: Hybrid • Poughkeepsie Office - Poughkeepsie, NY 12601; Middletown Office - Middletown, NY 10... ...strengthen client retention. Drive effective account management practices by ensuring consistent use of Service Timelines, Book...Full timeWork at officeMarshall & Sterling Inc
Poughkeepsie, NY11 days ago- ...located in Dutchess County, New York is looking to hire a Business Office Manager/Medicaid Coordinator to join their business office.... ...for Medicaid. Process Medicaid applications, meet with families and collect required paperwork. Review Medicaid Pending cases...Work at officeLocal area
Sapphire Nursing at Wappingers
Wappingers Falls, NY14 days ago $96k - $110k
...findings, and conclusions in accordance with firm and regulatory standards Review and... ...~ Work is conducted in a professional office environment with minimal distractions... ...years of relevant audit experience within a CPA firm Preferred Education and Experience...Work at officeFlexible hoursUHY International Ltd.
Poughkeepsie, NY21 hours ago- ...are according to our standards and routines set internally, utilizing all tools and technology provided. Upkeep & following best practice for any in-store OMNI Services & in-store tech services/tools, etc (Instore Care App, Click & Collect, Smart Store etc)....Local area
$20 - $23.13 per hour
...appointments to participants, providing and reviewing appropriate forms required for appointments, including physical presence of family members. Establishes continuity of care by thoroughly documenting in a clear and concise manner any incidents or explanations needed...Hourly payFull timeShift workSun River Health
Poughkeepsie, NY4 hours ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Director - Family Office Practice (cpa firm). Be the first to apply!
