Private Client Services TAX Manager Jobs in Melville, NY

Advance your career by leading audit engagements for elite financial services clients. Collaborate with industry experts to deliver high-quality audit, tax, and consulting services while nurturing you...

Unlock potential by leading strategic tax initiatives for global financial institutions. Manage complex information reporting and withholding requirements while mentoring teams and enhancing technolog...

Take ownership of LIHTC structuring and underwriting, ensuring model accuracy and integrity. Collaborate with various departments to support financial evaluations and training, while navigating comple...

Support strategic growth by driving structured investment adoption across large enterprise RIA firms, serving as a key liaison among clients, internal teams, and partners to enhance platform effective...

Join our dynamic Private Equity team to lead institutional investors in shaping investment strategies, asset allocation, and portfolio management, fostering collaboration and driving client success th...

Drive strategic partnerships by aligning with product vision, ensuring seamless integration of external technology partners, enhancing operational efficiency, and fostering a collaborative environment...

Partner with us to elevate client success through strategic account management, leveraging data-driven insights and cross-channel solutions to drive growth and satisfaction while collaborating with in...

Join a dynamic team to lead tax operations, build client relationships, and mentor staff while preparing for office leadership. Bring your expertise to drive growth and ensure client success in a supp...

Join a team that's dedicated to managing and expanding client loan portfolios, focusing on both commercial real estate and C&I relationships, while delivering exceptional customer service and maintain...

Partner with us to lead tax and preferred equity investments, executing complex transactions while mentoring junior team members and collaborating across teams to drive sustainable energy solutions...

Unlock client solutions by providing exceptional support to the Business Development team, coordinating documentation, and enhancing workflow efficiency. Collaborate with clients and teams to manage f...

Discover a pivotal leadership role where you drive strategic initiatives for structured investments, enhance client relationships, and develop innovative solutions within a dynamic technology platform...

Elevate performance by serving as a crucial liaison in application support, optimizing usage and administration of key operational tools, and driving cross-functional collaboration to enhance efficien...

Engage with a cross-functional team to optimize financial planning operations, enhance process efficiency, and support client acquisition strategies while mentoring professionals and driving strategic...

Champion client success through strategic engagement and revenue cycle improvements, driving performance, satisfaction, and growth for enterprise partners while leading operational excellence across h...

Join a team that's dedicated to delivering personalized financial solutions, acting as the primary advisor for high net worth clients. Collaborate with experts to enhance relationships and drive new b...

Empower your career as a Tax CPA Associate, engaging in diverse client projects to navigate complex tax issues and optimize strategies. Develop essential skills while collaborating with a dynamic team...

Lead the charge in shaping the future of commercial insurance submissions by owning product vision and strategy for an AI-powered platform, driving adoption and integration, while enhancing agent expe...

Lead client relationships and sales efforts by leveraging market expertise to expand our Separately Managed Account platform, delivering tailored investment support and insights to top advisory client...

Drive tax compliance and strategy, leading processes in corporate income tax, audit defense, and collaborative projects that enhance efficiency and impact across the organization, while serving as a t...

Manage transformative data projects that drive insights for top investors. Collaborate with stakeholders, enhance data products, and develop innovative methodologies in a dynamic, growth-driven enviro...

Join a team that's driving innovative, data-driven marketing strategies to engage financial advisors, enhance client experiences, and support business growth in a dynamic, collaborative environment...

Join a team that's redefining transaction analytics, delivering insights throughout the M&A lifecycle with advanced data solutions, while mentoring and leading a collaborative group of professionals a...

Drive finance transformation initiatives using Anaplan to optimize processes. Collaborate with finance leaders, manage teams, and analyze data to enhance decision-making. Foster client relationships a...

Shape the future of data integration by leading cross-functional teams to streamline client onboarding and ensure seamless execution of tech projects across the organization...