Private Client Services TAX Manager Jobs in New York, NY

Join a team that's driving operational excellence and customer satisfaction across multiple client accounts. Lead, coach, and optimize a diverse team while ensuring service delivery aligns with strate...

Discover a transformative role leading Deltek Vision to Vantagepoint migration. Collaborate across teams to enhance workflows and data integrity, ensuring successful implementation and ongoing support...

Shape the future of wealth management by building tailored portfolios for ultra-high-net-worth clients, ensuring holistic asset allocation and risk management through collaboration and expertise in ad...

Advance telecommunications compliance initiatives by managing regulatory programs, ensuring accurate filings, and collaborating with cross-functional teams to align on evolving compliance requirements...

Join a team that's leading the North American Convertible Arbitrage strategy, managing risk, exploring market opportunities, and executing trades in derivatives while collaborating with cross-strategy...

Transform your career by leading impactful marketing initiatives in Financial Services. Collaborate with cross-functional teams, develop compelling content, and drive customer engagement to position o...

Design and oversee client investment strategies, translating complex analytics into actionable insights while enhancing a direct indexing platform with a focus on personalized, tax-aware portfolios at...

Drive global payroll excellence by leading strategy, governance, and operations. Manage a high-performing team to ensure compliance, accuracy, and scalability while enhancing the employee experience a...

Engage with clients to optimize trading workflows and enhance P&L analysis. Collaborate across the investment lifecycle while leveraging portfolio management systems to deliver exceptional results and...

Manage relationships with high-net worth clients, conduct risk assessments, and recommend comprehensive insurance solutions. Stay updated on industry changes and ensure optimal client coverage and ser...

Inspire and lead client relationships as you manage high-net-worth insurance programs, conducting reviews, negotiating with carriers, and ensuring optimal coverage to meet evolving client needs and ri...

Drive risk management solutions by conducting annual reviews, negotiating coverage, and advising high-net-worth clients on policies to ensure protection and compliance. Serve as a trusted advisor, enh...

Strategize client insurance solutions for high-net worth individuals. Conduct reviews, manage risks, and negotiate with carriers to optimize coverage and costs while ensuring exceptional service and r...

Create opportunities and drive growth as a Private Client Advisor, cultivating relationships and expanding a pipeline of high-net-worth clients by leveraging networking, referrals, and strategic partn...

Transform and elevate our Accounting and Finance systems by driving enhancements and process improvements. Collaborate with diverse teams to automate workflows, optimize operations, and implement inno...

Transform your career with a pivotal role in overseeing daily accounting functions and financial reporting. Drive efficiencies, mentor teams, and lead cross-functional initiatives while ensuring compl...

Join a dynamic team to manage client tax portfolios, engage in compliance, and provide expert oversight. Leverage your knowledge of tax regulations and accounting principles to ensure quality service...

Take ownership of client engagements, lead teams in innovative actuarial projects, and drive solutions for complex challenges across multiple disciplines in a collaborative environment. Build your exp...

Join a team that's dedicated to delivering exceptional transaction advisory services. Collaborate with leaders and clients to drive growth, deliver insights, and enhance your career while impacting th...

Empower analytical thinkers to manage an international equity portfolio, driving performance through quality-growth strategies and insightful research to optimize investment outcomes across diverse ma...

Lead diverse property management operations while overseeing financial reporting and tenant relations, ensuring an efficient and profitable portfolio management experience for both tenants and stakeho...

Champion exceptional service delivery by managing client requests, advocating for needs, and fostering team collaboration in a dynamic, hybrid work environment to ensure client satisfaction and operat...

Take ownership of key tax and treasury functions, driving compliance and strategy for a growing organization. Engage cross-functionally to innovate processes and ensure robust financial health while s...

Champion the management of day-to-day tax preparations and reviews for Trusts and Estates. Provide expertise in complex tax issues for high-net-worth clients while leading a team to deliver exceptiona...

Champion customer success by leading a dynamic team of managers to drive performance, develop talent, and ensure exceptional client experiences through proactive risk management and consistent operati...