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 Baker Tilly Advisory Group, LP
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Private Wealth Tax Specialist - Client-Focused Advisor in Uniondale, NY vacancy
$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 areaWorldwideBaker Tilly International
Uniondale, NY2 days ago$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$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 hoursBaker Tilly International
Uniondale, NY2 days ago$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 officeBRC Group Holdings
Mineola, NY5 days ago- 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
$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- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking... ...As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive... ...skills. This will be done with a consistent focus on relationship management, not...
Chase
Westbury, NY5 days ago - ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking... .... As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive... .... This will be done with a consistent focus on relationship management, not portfolio...
Chase
Westbury, NY5 days ago - ...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
Simpleciti
Garden City, NY3 days ago $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$70k
...Citi Global Wealth brings together the full power... ...entire continuum of wealth clients. The unified business... ...offices through Citi Private Bank, operates in the... ...Work. The Senior Wealth Advisor will offer... ...Financial Planners, Insurance Specialists, Portfolio Consultants...PrivateFull timeWork at officeCitigroup Inc
East Meadow, NY2 days ago$70k
...Citi Global Wealth brings together the full power... ...entire continuum of wealth clients. The unified business... ...offices through Citi Private Bank, operates in the... ...The Senior Wealth Advisor will offer comprehensive... ...Financial Planners, Insurance Specialists, Portfolio Consultants...PrivateFull timeWork at officeCitigroup Inc
East Meadow, NY11 days ago$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- JPMorganChase is seeking a Private Client Advisor in Hicksville, NY to offer comprehensive financial planning and advice. This role focuses on delivering personalized investment solutions and building strong relationships with clients. Candidates should have at least 2...Private
$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 hoursEY
Jericho, NY6 days ago- ...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...
Citigroup Inc
East Meadow, NY3 days ago $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,...PrivatePeapack-Gladstone Bank
Garden City, NY4 days ago- 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...
- 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...PrivateThe Blackstone Group
Bethpage, NY2 days ago- JPMorgan Chase & Co. is seeking a Private Client Advisor in New York to provide comprehensive financial planning and advice. The ideal candidate... ...personalized investment solutions and maintaining a focus on relationship management. With a minimum of 2 years in financial...
- ...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...
Baker Tilly International
Uniondale, NY2 days ago $90 - $120 per hour
Location: Anywhere in Country Seasonal Tax Manager - Private Client Services Private Client Services (PCS... ...practice within EY. This role focuses on serving privately held companies and... ...income tax. Understanding of estate and wealth planning. Research and develop...PrivateHourly paySeasonal workRemote work- ...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
CliftonLarsonAllen
Garden City, NY5 days ago - Avior Executive Search is seeking a Senior Advisor/Banker to lead in investments at a... ...will manage relationships with UHNW and HNW clients, leveraging strong networks and collaboration... ...'s degree, 7+ years of experience in wealth management, and relevant licenses are required...Private
$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 hoursEY
Jericho, NY3 days ago- 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...
$70k - $140k
...Island based law firm focusing on the transactional areas... ...families, and private equity firms. The interdisciplinary... ...outcomes for its clients that could only be secured... ...with their other advisors. ~1041 preparation is... ...Bachelor's degree in tax or accounting. CPA preferred...PrivateWork at officeRemote workFlexible hoursFalcon Rappaport & Berkman PLLC
Rockville Centre, NY5 days ago
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!
Related searches
- tax preparers Uniondale, NY
- tax specialist Uniondale, NY
- tax advisor Uniondale, NY
- tax associate Uniondale, NY
- tax consultant Uniondale, NY
- tax accountant Uniondale, NY
- tax examiner Uniondale, NY
- social service representative Uniondale, NY
- client service officer Uniondale, NY
- customer service expert Uniondale, NY