Senior Tax Manager — Trusted Advisor & Team Leader (CPA)
Jobtailor
Jobtailor in Town of Riverhead, NY seeks a Senior CPA Engagement Lead to guide client engagements in public accounting. You will supervise staff, manage engagement deliverables, and maintain high quality control standards while acting as a trusted advisor to clients. The role requires 8 years in public accounting with 5 years supervisory experience, a CPA, and strong written and verbal communication across all levels. Travel may be required as business demands. #J-18808-Ljbffr Jobtailor
- ...client responsibility as client’s trusted advisor, rely on knowledge of... ...solution options to client and team Manage staff on engagement deliverables... ...as financial statements, tax returns, work papers, etc.);... ...experience Must have active CPA or equivalent certification...Senior
- Executive Alliance seeks a Tax Manager / Senior Accountant for a hybrid role in Riverhead, NY. The candidate will lead tax strategy, ensure compliance... ...small business clients. The ideal candidate holds an active CPA or EA, has 5+ years of experience, and excels at mentoring...SuggestedLocal areaRemote work
$150k
...are seeking an experienced tax professional (CPA or EA) to join our growing ~... ..., individuals, estates, and trusts. We're looking for someone who... .... Responsibilities Manage an existing portfolio of clients... ...work and mentor junior team members. Qualifications...SuggestedWork at officeRemote work- 060 - Saks & Company LLC is seeking a Selling & Service Supervisor to lead a front-line team in delivering exceptional customer service and achieving sales goals. Candidates should have a strong background in sales, with supervisory experience preferred, and be ready to...SeniorFull timeFlexible hoursAfternoon shift
- M&T Bank Corporation is seeking a Bilingual Senior Relationship Banker to enhance customer relationships and provide proactive sales solutions in Chestnut Ridge, NY. This role requires strong sales skills in a fast-paced environment and the ability to communicate effectively...Senior
$150k
...established, growing and highly respected CPA firm in the Riverhead, Long Island area... ...partners and about 25 employees is hiring a Tax Manager (newly added position due to firm growth)... ...and advising on recent tax law changes. Team Leadership: Supervise, mentor, and review...Live inLocal areaRemote workRelocation- ...seeking an experienced and client-focused Tax Manager / Senior Accountant to join their growing public... .... The ideal candidate holds an active CPA or EA certification, has 5+ years of experience... ...and advising on recent tax law changes. Team Leadership: Supervise, mentor, and...Local areaRemote work
- ...customer relationships and expand and retain existing relationships by proactively identifying opportunities leveraging the portfolio management process and utilizing the fundamentals of the Bank's sales process to achieve personal sales and/or referral goals. Play key role...Senior
- Job Overview Merrill Wealth Management is a leading provider of comprehensive... ...Role Specifics As a Merrill Advisor Development Program -... ...by Merrill Financial Advisor Teams to build experience and promote... ...ability to quickly build trust and credibility. Proven ability...Interim roleLocal areaImmediate startShift workDay shift
$130k - $210k
A national laboratory in Upton, NY is seeking a Deputy Classification Officer to support its Classification Program. This role requires advanced technical knowledge and compliance with federal regulations while safeguarding sensitive information. The ideal candidate will...Senior- ...industries. Project manages one or more client... ...review of the assignment team's work to ensure quality... ...businesses Prepare applicable tax returns or review... ...experience preferred ~ CPA candidates preferred ~... ...leading professional services advisor to middle-market...Local area
- ...building a world-class Medical Affairs organization to support a late-stage immunology asset. The Medical Science Liaison (MSL) / Senior MSL will prioritize KOLs, healthcare providers, and investigators within an assigned U.S. region, delivering scientific exchange and...Senior
- Summary Job Description:The Senior Accountant ensures the financial health and regulatory... ...accounting operations, such as treasury management, monthly financial reporting, internal control... ...Partner with the Development/Fundraising team to record donor contributions correctly...SeniorFull timeWork at office
- ...in Riverhead, NY is looking for a Maintenance Supervisor to lead teams and ensure quality in affordable housing communities. This role... ...of maintenance experience. As a Maintenance Supervisor, you will manage work orders, coordinate budgets, and ensure compliance with...Senior
$24.25 - $32.5 per hour
.../or refer them to appropriate team member or internal Bank partners... ...Customer relationship management tools to proactively play a key... ...advice they expect: (1) building trust with educational content & tools... ...is deeply committed to being a leader in client experience, that is...Work at officeLocal areaWork from homeFlexible hours- ...and estate planning firm in Riverhead, NY, is looking for an experienced Senior Paralegal or Senior Legal Assistant. This position demands strong legal drafting skills and the capacity to manage multiple cases efficiently. The ideal candidate should have 2-5+ years of...Senior
- ...goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions. Recommends banking and investments strategies that align with client financial goals and needs. Triages client...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
- Financial Advisor (Fall/Recent Graduates, Early Acceptance) About Vista Wealth Solutions At... ...place to start. Join our collaborative team and begin building a career with purpose.... ...client service and help create long-term, trusted relationships Continuously develop your financial...Permanent employment
- Bank of America in the United States seeks a Financial Advisor to provide comprehensive guidance and tailored solutions to clients, helping them achieve financial goals. You will triage leads, refer to partners based on client needs, meet with clients to review goals, build...
- Bank of America’s Merrill Wealth Management is seeking a Merrill Advisor Development Program participant to work with high-net-worth individuals, identify... ...with clients’ goals. You will collaborate with Merrill teams to build experience and promote portfolio growth. The...
- ...Whether you're an experienced advisor looking for a stronger platform... ...planning, and wealth management. You'll have the independence... ...client experience that fosters trust, retention, and long-term relationships... ...supported by a collaborative team, proven resources, and a...Permanent employment
$17.75 - $23.5 per hour
...About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work directly with clients to gather information, prepare tax returns, and...Hourly payMinimum wageTemporary workSeasonal workWork at officeLocal areaWeekend workAfternoon shift$20.25 - $21.25 per hour
...related reasons. Description Join our team and live the Ollie-tude!: (Ollie’s Core... ...Overview: The Receiving Team Leader oversees the efficient operation and maintenance... ...back stock in the receiving area and manage the disposition of damaged goods to minimize...Hourly payMinimum wageFull timeImmediate startShift workWeekend workAfternoon shiftEarly shift$21.95 - $24.15 per hour
A leading automotive parts retailer in East Hampton is seeking a Commercial Parts Pro to drive sales growth and maintain customer relationships. This full-time role requires strong automotive knowledge, sales abilities, and effective communication skills. A high school ...SeniorHourly payFull time- ...facilities, updating and upgrading operations and empowering the business to continue to bring on talented, hardworking people to the team. United Ag & Turf is a sister company to United Construction & Forestry, so the opportunities for our employees to leverage career...Full timeMonday to FridayDay shift
$17 - $27.75 per hour
...store productivity and profitability through team building, coaching, goal setting, client... ...in a retail service environment in a management or floor leadership role (luxury/premium... ...relationships with customers and gains their trust and respect. Dealing with Ambiguity : Can...Minimum wageSeasonal workFlexible hoursShift workNight shift- Depository Trust & Clearing Corporation in Ridge, NY is seeking an Executive Director of Cyber Exposure Management to spearhead cybersecurity programs and initiatives. This leadership... ...processes, and collaborating with various teams. Ideal candidates will have extensive...
- ...identify referrals for services such as consumer lending, commercial lending, mortgage lending, and wealth management. Collaborating with cross-functional teams, they work to achieve department and Credit Union goals with a high level of accuracy and reliability. Key...Local areaFlexible hoursNight shift
- ...Cornell University is looking for a Senior Camp Counselor for the DPF 4-H Camp located in Riverhead, NY. This position involves assisting with camp programs and supervising Junior Camp Counselors while ensuring camper safety and well-being through various activities....SeniorSummer workLive in
- ...You will take a lead role in acquiring, managing, and retaining meaningful relationships with... ...to understand and help clients, building trust ask questions and listen to understand,... ...collaborate with and connect them to our team of experts to help with specialized financial...Immediate startAfternoon shift
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