Private Client Services TAX Manager Jobs in Harrison, NY

Reimagine client success by crafting business strategies to meet goals. Serve as a trusted consultant for regional and multinational financial institutions, leveraging extensive industry expertise to...

Shape the future of tax research by creating insightful articles for a dynamic content library. Leverage AI tools to enhance the production of high-quality, practitioner-focused materials across vario...

Oversee complex tax compliance, planning, and reporting for partnerships and entities. Serve as a vital liaison between stakeholders and external advisors to ensure timely, accurate tax processes and...

Drive tax compliance and reporting processes, supporting partnerships and stakeholder communications to ensure accurate tax management across multiple jurisdictions and legal entities for a dynamic fi...

Unlock potential by joining a dynamic team dedicated to enhancing client experiences through tailored investment insights, comprehensive marketing materials, and creative solutions that drive client r...

Help us maximize organizational effectiveness by driving strategic initiatives and managing cross-functional projects. Collaborate with senior leaders to ensure timely execution and alignment across p...

Provide exceptional support to Financial Advisors by developing investment strategies and financial plans tailored to client goals. Collaborate with teams to enhance client experiences and leverage ma...

Unlock potential by leading AI adoption for Marketing, Sales, and Client Experience. Drive strategic initiatives, develop AI solutions, and oversee training programs to enhance organizational capabili...

Elevate your career by driving client acquisition and business growth in wealth management. Lead financial advisory teams to support high-net-worth clients through effective strategies and presentatio...

Lead the charge in providing exceptional service for high net worth insurance placements. Collaborate with advisors and markets to manage proposals, analyze risks, and maintain strong client relations...

Accelerate progress at managing high net worth personal lines placements through effective timelines, detailed analysis, and strategic proposal development while collaborating with various teams and m...

Lead the future of high net worth personal lines by managing key insurance processes, collaborating with teams, and delivering tailored client solutions, while ensuring compliance and enhancing market...

Drive comprehensive insurance solutions by managing new business and renewals for high net worth clients. Collaborate with teams to analyze coverage, negotiate terms, and deliver exceptional client pr...

Lead the charge in managing diverse technology solutions and mentoring junior staff, ensuring projects align with client goals. Drive collaboration and establish relationships while promoting a cultur...

Shape innovative cloud solutions while leading end-to-end implementations. Collaborate with diverse teams to enhance client outcomes and develop staff expertise in project management and technology. D...

Lead the charge in transforming a digital sales organization, collaborating with stakeholders to enhance growth with a focus on technology, training, and strategic relationship building. Drive broker...

Grow your career with the opportunity to lead Private Equity partnerships, enhancing enterprise AI adoption. Develop strategies, manage sponsor relationships, and drive measurable business value acros...

Collaborate with clients and teams to drive innovative insurance solutions and enhance portfolio management. This key role requires detail-oriented execution and effective communication in a fast-pace...

Take ownership of client relationships while driving innovative strategies in Private Equity and M&A risk management. Collaborate with cross-functional teams, managing proposals and ensuring seamless...

Lead the charge in overseeing large-scale programs, aligning with strategic goals. Manage project portfolios, guide a team of project managers, and ensure successful delivery through effective stakeho...

Accelerate client engagement by reviewing contracts and understanding business transactions. As an Associate, contribute to multiple projects while developing essential skills to enhance quality and m...

Elevate your career by managing diverse investment portfolios and strategies, ensuring optimal client outcomes through innovative financial management, performance monitoring, and strategic decision-m...

Champion global payroll operations by managing processes, team leadership, and compliance initiatives across multiple regions, driving strategic improvements to enhance efficiency and accuracy while e...

Unlock potential by driving exceptional client service in the Employee Health & Benefits sector. Collaborate with teams to manage benefit plans and ensure client satisfaction through strategic meeting...

Join a team that's dedicated to enhancing client relationships through effective health and benefits management. This role blends internal coordination with client engagement, ensuring meticulous serv...