Private Wealth Bookkeeper - Client-Focused & Tech-Savvy
Baker Tilly US
Baker Tilly US, Uniondale, NY, seeks an Accounting Specialist to work with high net worth individuals within our Private Wealth Tax Practice. You will manage time and priorities to meet deadlines with high quality, accuracy and timeliness. The role requires 0–3 years of accounting experience, an Associate's degree (Bachelor's preferred), and a strong client-service mindset. Proficient in QuickBooks and MS Office; occasional overtime may be required. #J-18808-Ljbffr Baker Tilly US
- ...Wealth Management Client Associate Garden City, New York To proceed with your application, you... ...with a strong work ethic and an intense focus on results Demonstrates a client-... ...Corporation ("BofA Corp."). Bank of America Private Bank is a division of Bank of America,...PrivateSeasonal workWork at officeWork from homeShift workDay shift
- ...company and how we deliver for our clients, teammates, communities and... ...access to the full array of Private Bank and the bank's... ...needs, preferences, and overall wealth strategy, being responsive to... ...platform ~ A high touch, client-focused individual with exceptional...PrivateShift workDay shift
- JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families. You will build and maintain client relationships, provide advised solutions, and leverage Chase referrals...Suggested
$116.25k - $159.64k
...advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and... ...an opportunity to expand your career in Private Wealth tax and accounting, becoming an expert... ...provide services pertaining to accounting, bookkeeping and prepared or compiled financials...PrivateWork at officeLocal areaWorldwide$70k
...Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments...PrivateFull timeWork at office- ...SimpleWEALTH is a growing private wealth advisory firm, based in Garden City, NY, built for advisors who want to serve sophisticated clients across the full spectrum of wealth management. We currently focus on comprehensive advisory for high-net-worth and ultra-high-net...PrivateWork at officeImmediate start
- J.P. Morgan Chase in New York is seeking a Private Client Advisor to deliver comprehensive financial planning and personalized investment solutions... ..., client service, and growth through education and collaboration within Chase Wealth Management. #J-18808-Ljbffr JPMorganChasePrivate
- ...years Global Industrial has been an industry leader providing private label and brand name industrial equipment and supplies to... ...multiple entities at onceAbility to work in a small team-oriented/client-focused environmentStrong oral communication skillsSAP knowledge is a...PrivateLocal area
- ...seeking a detail-oriented and dependable Bookkeeper with an emphasis on Accounts Receivable... ...facilities, transportation hubs, and commercial clients. Our expanding product line includes... ...customer service. Parabit Systems is focused on growth and growing leaders. Parabit...Local area
$87k - $105k
...Job Description Position Overview\n Focus Counseling Support Services, LLC, is seeking... ...essential mental health support to clients in the community. Your role will involve... ...We accept Medicaid, Medicare, and various private health insurance plans to ensure that our...PrivateRemote jobFull timeImmediate startRelocation package$100.35k - $205k
...and consulting services to individual clients and their trusts, estates, family offices... ...about a career with Deloitte’s growing Private Wealth practice! Recruiting for this role ends... ...Tax LLP, our Private Wealth team focuses on the specialized needs of the ultra-affluent...PrivatePrivate practiceWork at officeLocal area$88.4k - $132.6k
...112Posted: 2026-07-13Location: Albertson, New York, United StatesSalary: $88,400.00 - $132,600.00Category: Private Client Coverage, WealthCompany: CitiThe Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary...Full timeWork at office$24 - $37.75 per hour
...high net worth individuals within our Private Wealth Tax Practice and is expected to be able... ...Provide best in-class service to our clients, through communications, information gathering... .... ~0 to 3 years of experience in bookkeeping or accounting. ~ Strong desire to provide...PrivatePrivate practice- ...Part-Time BookkeeperChild Care Council of Nassau, a private, nonprofit organization, is seeking a Part-Time Bookkeeper who will be responsible for maintaining accurate financial records and supporting the daily accounting operations of the organization. The Bookkeeper...PrivatePart time
$80k - $100k
...Director of Finance / Controller POSITION OBJECTIVE The Full Charge Bookkeeper is responsible for maintaining the complete accounting cycle... ...records supporting Medicaid, Medicare, Managed Care, and private pay operations. Support audits, cost reports, and regulatory reviews...PrivateFull timeContract workWork at office$32.22k - $90k
...POSITION SUMMARY 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...PrivateTemporary workWork at officeLocal area- ...Client Relationship Analyst 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...PrivateWork at officeLocal area
$23 - $26 per hour
...Job Description Job Description Child Care Council of Nassau, a private, nonprofit organization, is seeking a Part-Time Bookkeeper who will be responsible for maintaining accurate financial records and supporting the daily accounting operations of the organization...PrivateHourly payTemporary workPart timeSummer workLocal areaRemote work1 day per week- ...Job Description Job Description About the Company Our client is a rapidly growing private equity-backed organization with operations throughout the Southeast, including Texas, North Carolina, and South Carolina. As the company continues to expand through both organic...PrivateImmediate startRelocation package
$17 - $24.23 per hour
...Summary Teller provides excellent service to clients by assisting them with processing routine... ..., HR, etc. Provide support for the Private Client Groups as needed. May be asked to... ...helping them to take charge and thrive. Our focus is on four core lines of business that include...PrivateLocal areaNight shift$70k - $100k
...to evidence-based treatment. As a growing private practice, we pride ourselves on our... ...remote work, allowing you to connect with clients from the comfort of your home or designated... ...approaches. \n Patient Population / Client Focus\n In your role, you will work with a...Remote jobFull timePrivate practice- Blackstone is seeking a Vice President to join the Strategic Partnerships Group within Blackstone Private Wealth, with a focus on the Defined Contribution channel. The role centers on building and advancing strategic relationships across the DC ecosystem and supporting...Private
$90k - $100k
...comfort of their own home while reaching clients in need across various locations. About... .... Work Environment\n As a telehealth-focused organization, we embrace technology to... ...telecommunication platforms facilitating secure, private video conferencing sessions that enable...PrivateFull timeRemote workFlexible hours$125k - $135k
...significant risk, workforce, wealth management and retirement challenges... ...Job Responsibilities The AVP, Client Service Manager serves as a... ...into a more strategically focused position. While you will not be... ...trends. Develop expertise in private equity-sponsored, family-owned...PrivateFull timeWork at officeImmediate startRemote work$19.65 per hour
...Right at Home is immediately hiring male caregivers for a male client in Freeport. We are offering $19.65/hr, paid daytime hours. Caregivers... ...have Dementia experience. Client is located in Freeport, NY. Private home. Call Pat today for more information at 631.815.5717 or...PrivateWeekly payImmediate startFlexible hours$19 - $25 per hour
...Part-Time)UniversaCare is hiring a reliable, compassionate companion caregiver to support a private client in Fresh Meadows, Queens. This is a low-intensity, relationship-focused role with a consistent weekday schedule and excellent pay.Schedule & PayMonday, Wednesday &...PrivatePart timeWeekday work$81.3k - $105.9k
...Family Office Outsourcing team and help clients grow, succeed, and achieve their financial... ...You’ll work with diverse family office and private client portfolios, including multiple... ...client engagements. Familiarity with wealth management, fund administration, private...PrivateFull timeContract workWork at officeLocal areaFlexible hours- ...providing meaningful companionship and safety support, we encourage you to apply. Hiring info: We're looking for private helpers/ caregivers for clients on Herewith, a free online platform that makes getting hired and paid as a private caregiver fast and easy. Here's...PrivateHourly payStart working todayLocal areaImmediate startFlexible hours3 days per week
$45k - $65k
...middle-market and corporate enterprises, private and public institutions, municipalities,... ...’s Choice recognition at the Banking Tech Awards USA for Digital Onboarding & Omnichannel... ...for MCBankNY.com. We are a client-focused organization that values technological innovation...PrivateLocal area$141k - $290k
...Senior Manager, Private Client Services Tax Weaver is a full-service national accounting, advisory, and consulting firm with opportunities... ..., planning, and consulting at a public accounting firm with a focus on high-net-worth individuals, privately owned business,...Immediate startFlexible hours
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