Private Client Services TAX Manager Jobs in New York, NY

Join a team that's transforming financial decision-making by developing critical financial models and reports while guiding diverse clients through strategic analysis and operational enhancements in a...

Drive strategic financial analysis and modeling excellence, supporting a diverse range of clients from startups to multinational corporations while enhancing decision-making and operational performanc...

Empower client success through strategic engagement, ensuring operational excellence and account growth while driving satisfaction, revenue, and collaborative delivery across teams...

Manage business development for wealth management solutions, originating new sales, and building relationships with clients and strategic partners, while collaborating with internal teams to enhance s...

Develop and execute sales strategies to drive growth in the US wealth market, focusing on investment solutions for wealth managers and strategic partners. Build lasting client relationships while coll...

Elevate tax operations by leveraging your expertise to innovate and implement cutting-edge technology solutions. Collaborate with a dynamic team to streamline complex tax processes and drive exception...

Engage strategically with clients to drive revenue growth through deep product knowledge, proactive upselling, and relationship-building. Identify opportunities within existing accounts and convert no...

Advance your career by creating impactful business strategies for diverse financial clients. Drive transformation and engagement through technology as a Consultative Account Manager serving regional a...

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...

Join a dedicated team to shape tax strategies and provide excellent service, guiding clients through complex tax scenarios while leading a professional staff. Engage in diverse tax projects and foster...

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...

Join a dynamic team as a Customer Success Manager driving product adoption, enhancing client relations, and contributing to strategic growth in the Marine Insurance sector through cross-functional col...

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...

Lead client acquisition initiatives by collaborating with financial advisory teams to drive business growth and enhance wealth management solutions for high net worth individuals, ensuring exceptional...

Drive growth by acquiring new high net worth clients, collaborating with financial advisory teams to enhance service and retention while demonstrating strong expertise in wealth management and client...

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...

Pioneer impactful tax-smart investment solutions by leading client engagements, driving strategic presentations, and optimizing team collaboration to enhance service delivery and competitive advantage...

Lead the execution of strategic programs within the Real Estate sector, ensuring the delivery of projects aligns with business goals. Drive program success through effective stakeholder management and...

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...