Client manager jobs in Merrick, New York - Page 2Create job alerts

Manage communications with client tax liaisons, client trust administration teams and client trust officers to gather required information, to share information to support informed decision-making, and obtain instruction or authorization necessary for timely, accurate production of tax information s

Company is a worldwide provider of legal services, serving law firms, corporations, financial institutions and government agencieshelping them streamline the administration of business operations.Its scalable, flexible technology is designed to help you quickly and efficiently turn huge amounts of d

This role involves managing a team of professionals, providing strategic guidance to clients, ensuring compliance with tax laws and regulations, collaborating with the client's other financial advisors, and fostering strong client relationships. The Senior Manager plays a key role in overseeing comp

Actively solicit new client relationships and participate in client/potential client seminars to expand networking opportunities. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. Cultivate and nurture relationships with clients, staff members, and exter

You will be reviewing complex individual tax returns to income tax planning and advising of high net worth individuals and families, allowing you to develop into a trusted advisor role to client. You will work with specialists in our other areas including International tax, state and local tax and a

Serve as client's trusted advisor, demonstrates knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team. Responsible for new client development in partnership with upper management; participate in client meetings, presentations

Serve as client's trusted advisor, demonstrates knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team. Tax Senior Manager - Private Client Services. Responsible for new client development in partnership with upper management;

FSO Seasonal Tax – Private Tax- Manager - Remote. You’ll join the team at a critical time, leveraging your expertise to help support our clients. These clients span from family-owned businesses to private equity owned companies.

The Client Manager - Denial Management will provide leadership to Denial Management leadership and their teams, including supervision of staff, reviewing of processes, and providing recommendations for improvement of operations. Ensure that team stays current with client requirements and industry re

Title: Tax Manager, Private Client Group. The Tax Manager will be involved in developing tax-efficient strategies, managing client relationships, and overseeing a team of tax professionals. Anchin's Private Client Group is looking for a Tax Manager who will be responsible for providing expert tax ad

A leading accounting firm in New York is seeking a Tax Senior Manager to oversee tax planning and compliance for high net worth individuals.

Client Service Manager Commercial Lines. Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues. Provide client with additional coverage opti

Actively solicit new client relationships and participate in client/potential client seminars to expand networking opportunities. About our Private Client Services (PCS) Team:The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals wi

The Client Delivery Manager creates strong consultative client relationships that result in long-term client satisfaction and high retention rates. The CDM is assigned to the largest and/or most complicated client sites, serving as the face of TAPFIN and our consulting.

A leading global professional services firm is seeking a Senior Manager in Tax to manage complex tax planning and compliance projects. You will lead teams, communicate complex tax issues, and develop client relationships while ensuring high-quality service.

A leading professional services firm in Melville, NY, is seeking a Tax Manager to oversee client relationships and financial review processes. This role presents an opportunity to thrive in a collaborative environment while impacting diverse clients across various industries.

A leading CPA and advisory firm in Melville is seeking a knowledgeable Tax Manager to advise clients on tax implications, manage multiple engagements, and supervise staff.

A leading accounting firm in New York is seeking a Tax Senior Manager to oversee tax planning and compliance for high net worth individuals.

Octagon has offices across the country and prefers candidates who are currently in or are willing to work out of those locations on a hybrid schedule (2-3 days/week in office).However, role dependent, we will also consider a remote-based working arrangement for qualified candidates.For this position

Actively solicit new client relationships and participate in client/potential client seminars to expand networking opportunities. Cultivate and nurture relationships with clients, staff members, and external third-party client vendors. EisnerAmper is seeking a Tax Senior Manager to join the Private

A leading professional services firm in New York is seeking an experienced Audit Senior Manager to oversee audit engagements and manage a team. The role requires strong leadership and client management skills, along with extensive experience in auditing within a CPA firm.