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Job Description Tax Senior Manager Work location: Garden City, NY and West Palm Beach, FL. Hybrid schedule will be considered. Responsibilities: • Review complex Federal and multi-state tax returns for individuals, trusts, estates, non-profit organizations, and pass-through entities, • Review gift tax returns, • Review quarterly and year-end tax projections, • Review tax workpapers, • Deliver clear requests for information via phone or email directly to clients, • Research Federal, state, and cross-border tax issues, • Strategize with partners and the client engagement teams on tax planning, • Work closely with the management team to mentor, train, and supervise staff Basic qualifications: • CPA, • Bachelor’s degree in Accounting, Finance and/or Taxation, • 7+ years experience, • Recent or current experience servicing High Net Worth and/or Family Office clients, • Proficient with use of GoSystem Tax RS is a plus We are an equal opportunity employer. All terms and conditions of employment, including, but not limited to, recruitment, placement, title, promotion, compensation, benefits, transfers, training, education, research, administration and programming, will be administered without regard to race, color, religion, sex, age, sexual orientation, national origin or ancestry, handicap, or status as a disabled veteran

Job Description Full job description Our firm seeks an experienced Tax Associate with a drive to interact with and manage clients. Our office is located near Rockville Center, NY with flexibility to work partially remote. Our ideal candidate will oversee and review preparation of individual, partnership, and corporate tax returns. In addition to tax return review, the position requires client interaction and management, tax research, and tax advisory responsibilities. Our firm continues to grow We are looking for great people that have a strong interest in tax. Responsibilities for Senior Tax Manager: • Public Tax and audit experience is highly desired, • Preparation and/or review of tax projections, sales tax returns, and other tax forms, • Manage and facilitate tax audits including responding to tax notices, corresponding with auditors, and organizing client files, • Tax research related to more complex tax situations and/or changes in tax law, • Monitor legislative and regulatory tax law developments, communicate the effects of these developments to colleagues and strategize how to capitalize on changes for specific clients, • Communicate directly with clients to serve specific needs and identify potential value-added solutions, • Assist with the training of junior staff and review their work performance on an ongoing and annual basis, • Work directly with partners and colleagues to maximize firm efficiency and act as an internal resource based on knowledge and experience Qualifications for Senior Tax Manager: • 2-5+ years of tax preparation experience, including management of individual, fiduciary, and business clients, • CPA License preferred, • Bachelor’s degree in accounting required, Master’s preferred, • Proficiency in ProSystem Tax or Axcess Tax, • Proficiency in QuickBooks Desktop and QuickBooks Online, • Proficiency in Microsoft Word, Outlook, and Excel, • Excellent written and oral communication skills Education: Bachelor’s degree in accounting required, Master’s preferred License/Certification: • CPA (Preferred), • Enrolled Agent (Preferred) Experience: • Tax Experience: 3 years (Required), • Public Accounting: 3 years (Required) Language: English Job Type: Full-time, Monday to Friday Location: On-site, opportunity to work hybrid Salary: $80000= 130000 per year Company DescriptionThis firm genuinely values its team as its greatest asset, offering a highly competitive compensation structure and a comprehensive benefits package.This firm genuinely values its team as its greatest asset, offering a highly competitive compensation structure and a comprehensive benefits package.

Job DescriptionCompany Description We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide. We employ a global workforce of 6,500+ people across 24 jurisdictions and have assets under administration (AUA) exceeding US$857 billion. We work with 13 of the world’s top-15 private equity firms. Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts. Above all, what makes us different is our people. Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical expertise and strong relationships based on deep client understanding. We’re driven by our Group purpose, to power people and possibilities. Job Description As a senior manager on our fund administration team, you’ll work directly with leading private equity clients, supporting fund operations, financial reporting, and investor communications under the guidance of our experienced team. You’ll oversee client deliverables, review complex fund calculations and financials, manage audits, train junior staff, and drive process improvements across multiple engagements. What you’ll do • You’ll lead client relationships across multiple Private Equity funds, ensuring expectations are met and timelines are followed., • You’ll apply your understanding of limited partnership agreements to fund operations, reporting, and investor communications., • You’ll prepare and review key financial components like journal entries, capital calls, distributions, and performance metrics such as IRR., • You’ll manage audits, tax requests, and financial statement reviews while continuously improving operational processes., • You’ll prioritize tasks, respond to client requests, and train junior team members to support team development and efficiency. What we offer • IQ-EQ offers a comprehensive benefits package designed to support employees' well-being and work-life balance., • Employees receive generous paid time off, including 4 weeks of PTO that increases over time, sick time and paid holidays, and financial wellness is supported through a 401(k) plan with a company match (subject to eligibility)., • Health benefits include medical, dental, vision, mental health support and additional ancillary insurance plans., • Additional benefits include paid parental leave and a hybrid work schedule, promoting both personal and professional fulfillment., • The salary for this position will be dependent on experience and location ($85,000-$115,000). Qualifications, • You bring over four years of progressive experience in private equity, public accounting, or a mix of both within alternative asset firms., • You demonstrate strong analytical and technical skills in accounting, finance, and fund administration., • You hold at least a Bachelor's degree in Accounting or Finance, giving you a solid foundation for your work., • You consistently deliver exceptional client service, building trust and long-term relationships., • You apply your expertise to support complex fund operations and drive high-quality outcomes. Additional Information Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on our natural environment. There is always more we can, and should do, to improve – whether in relation to our people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We’re committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee. Our learning and development programmes and systems (including PowerU and MyCampus) enable us to invest in growing our employees’ careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 6,500+ employees - from 94 nationalities, across 24 countries - to each achieve their potential. Through IQ-EQ Launchpad we support women managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced. We’re committed to growing relationships with our clients and supporting them in achieving their objectives. We understand that our clients’ sustainability and success lead to our sustainability and success. We’re emotionally invested in our clients right from the beginning. #LI-HYBRID

Job Description This is a remote position. About The Firm We work with accounting firm clients across the United States, many of whom are actively looking to hire for these roles. Our approach stands apart from much of today’s private equity–driven accounting landscape. We believe the profession has become too focused on profits at the expense of people and culture. Instead, we partner with firms that value technical excellence, fairness, and respect for their professionals. Clear expectations, sustainable workloads, and a culture of integrity define how these firms operate—and how, together, we aim to lead the next generation of accounting firms. About the Role The Tax Manager I and II are responsible for delivering high-quality, technically sound tax work across a diverse client base. This position is ideal for professionals who value precision, consistency, and meaningful work in a firm that prioritizes fairness and clarity over long hours and bureaucracy. The Tax Manager II will manage easy-complexity engagements including review, signing, and client relationship management, while supporting more senior team members on medium-complexity projects. The Tax Manager II will manage easy and medium-complexity engagements including review, signing, and client relationship management, while supporting more senior team members on hard-complexity projects. It’s a role built for tax professionals who take pride in technical excellence and want to grow within a healthy, well-run practice. We have strong systems, software, and support staff in place, so administrative and preparatory tasks are not part of this role. We value team players who can help when needed, but are committed to keeping your time focused on work that matches your level and skill set. Responsibilities Handle the review, signing, and client relationship management for engagements of appropriate complexity, while supporting more senior team members on more complex projects. Provide limited client relationship management tied to assigned engagements, balancing technical accuracy with clear and effective communication. Act as a technical resource for junior staff on foundational tax concepts while maintaining an active workload of assigned returns. Contribute to firm integration and process-improvement initiatives as new practices are onboarded. Familiarity with a wide range of return types, with primary exposure to 1040, 1120, 1120S, and 1065. Periodic involvement with 1041, 990s, financial statements, and miscellaneous filings such as 1031 exchanges and FBAR as needed. Requirements CPA or EA designation preferred. 4-15 years of public accounting experience with strong technical tax skills. Proficiency in individual, partnership, and S corporation tax compliance. High attention to detail and ability to manage a range of return complexities. Excellent communication and organizational skills, especially in a remote environment. Benefits Compensation Range: $90k-$150k

Job DescriptionJob Description: About True Partners Consulting When it comes to careers in tax and business advisory services, True Partners Consulting (TPC) is clearly different. TPC is an independent tax and business advisory firm delivering technical expertise and exceptional service in the areas of tax and financial reporting to Fortune 1000 and middle market companies, both public and private, throughout the United States. Our experienced team of premier industry professionals is committed to building a global practice built on a culture of respect, recognition, and reward. We want to know, what’s TRUE about you? Learn more about us at TPCtax.com/Careers. About the Role – Federal Tax Senior Manager Requirements -\tBachelor’s or master’s degree in accounting, tax, or other closely related field -\tCPA, EA, JD, or LLM in Taxation -\t8-10 years of federal tax experience in public accounting or corporate tax department; experience with corporate entity structures in addition to a general level of knowledge in other areas of taxation, including partnerships, trusts, and individuals Responsibilities -\tAdvise clients on a full spectrum of tax services: planning, research, compliance, provision -\tReview workpapers and tax returns -\tPlan and coordinate the flow of information with clients and effectively manage client needs -\tDevelop and sustain strong client relationships -\tSimultaneously manage multiple projects, teams, and clients across various industries -\tDevelop, motivate, and train staff level team members and new managers -\tKeep up to date on current tax practices and changes in tax law -\tAssist with new business development All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Job Advertisement: About True Partners Consulting When it comes to careers in tax and business advisory services, True Partners Consulting (TPC) is clearly different. TPC is an independent tax and business advisory firm delivering technical expertise and exceptional service in the areas of tax and financial reporting to Fortune 1000 and middle market companies, both public and private, throughout the United States. Our experienced team of premier industry professionals is committed to building a global practice built on a culture of respect, recognition, and reward. We want to know, what’s TRUE about you? Learn more about us at TPCtax.com/Careers. About the Role – Federal Tax Senior Manager Requirements Bachelor’s or master’s degree in accounting, tax, or other closely related field CPA, EA, JD, or LLM in Taxation 7+ years of federal tax experience in public accounting or corporate tax department; experience with corporate entity structures in addition to a general level of knowledge in other areas of taxation, including partnerships, trusts, and individuals Responsibilities Advise clients on a full spectrum of tax services: planning, research, compliance, provision Review workpapers and tax returns Plan and coordinate the flow of information with clients and effectively manage client needs Develop and sustain strong client relationships Simultaneously manage multiple projects, teams, and clients across various industries Develop, motivate, and train staff level team members and new managers Keep up to date on current tax practices and changes in tax law Assist with new business development All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

At KPMG, you can become an integral part of a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges. Develop your career through a range of multifaceted engagements, formal training, and informal mentoring. At KPMG, we believe nothing is more important than investing in our culture because it is an investment in our people, our future, and what we stand for as a firm. \n KPMG is currently seeking a Manager or Senior Manager, Global Executive & Private Clients – Japanese to join our Business Tax Services practice. Responsibilities: • Support clients in analyzing the tax implications of working internationally and filing income tax returns in multiple jurisdictions, • Assist clients in operating their payrolls in the United States and around the world, including preparing tax withholding calculations (for example, gross-up calculations), reporting and collecting compensation information, and structuring international compensation packages supporting executives working in multiple jurisdictions, • Process payroll for people who are temporarily working in the U.S. or outside the U.S., who are on an international assignment which includes processing split payrolls, as applicable, • Provide global coordination with country specific third-party payroll providers, including initial set up and ongoing management, • Help clients with implementing leading processes and technologies related to tax compliance and tax planning strategies, • Support clients in responding to questions and notices from the Internal Revenue Service or other taxing authorities Additional Responsibilities for Senior Manager: • Lead team building including developing, training and mentoring professionals in the practice Qualifications: • Minimum five years of recent relevant experience working with Tax, HR, International Assignment Compensation and Payroll; experience working within a Big 4 firm is a plus, • Bachelor's degree in accounting or other business related field of study from an accredited college/university; licensed CPA, JD/LLM or EA, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list, • Knowledge of a broad range of tax and administrative issues impacting international assignees and people working in multiple taxing jurisdictions, • Self-motivated, driven, and ability to work independently as well as part of the team, • Strong technical skills (such as Microsoft Excel, Word and PowerPoint), critical thinking skills with capability to execute on the details and excellent organizational skills, • Able to speak and write fluent Japanese and English is a must Additional Qualifications for Senior Manager: • Minimum eight years of recent relevant experience working with Tax, HR, International Assignment Compensation and Payroll; experience working within a Big 4 firm is a plus, • Ability to lead and motivate people while working as part of a cohesive team \n KPMG LLP and its affiliates and subsidiaries (“KPMG”) complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work. Follow this link to obtain salary ranges by city outside of CA: \n https://kpmg.com/us/en/how-we-work/pay-transparency.html/?id=M310B326 \n California Salary Range: $107160 - $226320 \n KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state, or local laws. The attached link contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please. KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them. Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Baker Tilly is seeking a Senior Tax Manager to focus on C-Corp clients in the Uniondale, NY area.

A leading advisory and assurance firm seeks a Senior Manager in Tax to deliver industry-focused advisory and compliance services to clients.This role offers the chance to mentor staff, manage client relationships, and engage in federal tax matters.Candidates should possess over 8 years of experience

BDO USA is seeking a Tax Senior Manager for Private Client Services to lead tax compliance and consulting for high net-worth clients.You will handle personal income, estate and gift tax issues and advise on wealth retention strategies, including entity tax implications for owners.The role involves s

Tax Senior Manager, Private Client Services. The Tax Senior Manager, Private Client Services assists in providing tax compliance and consulting services to our high net‑worth clients. Seven (7) or more years of public accounting and private client services experience, required.

At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind.You can design a career you'll love from to

In an increasingly challenging environment marked by disruptive tech like AI, market uncertainty, and regulatory change, finance and global business services leaders recognize the opportunity to better serve the enterprise, shareholders, customers, and regulators. Deloitte helps navigate this complexity by bringing deep industry insights and integrated solutions to achieve business objectives. From strategy to technology to operations, and across workforce, risk, assurance, and tax, Deloitte helps drive value along the Finance Transformation journey. Work you'll do As a Senior Manager, Functional Transformation on the Business Finance team, you will be responsible for: • Leading finance transformation engagements focused on financial planning, forecasting, budgeting, management reporting, and analytics., • Advising clients on finance operating model design, process improvement, and technology-enabled transformation across finance and global business services functions., • Driving the design and implementation of data, reporting, and performance management solutions that improve decision-making and business insight., • Managing client relationships, project workstreams, deliverable quality, and engagement economics across multiple priorities., • Coaching and developing teams while contributing to practice growth through solution development, pursuit support, and knowledge sharing. A successful candidate would possess these skills: • Ability to work independently and collaborate as part of a team, • Effective written and verbal communication skills, • Meticulous attention to detail and quality of work product, • Ability to build and sustain professional relationships, • Ability to lead projects or workstreams, • Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment, • Strong interpersonal skills and professional demeanor, • Ability to meet deadlines, • Ability to mentor and provide clear guidance to others The team Deloitte's Finance Transformation offering helps finance and global business services leaders navigate an increasingly challenging environment marked by disruptive tech like AI, market uncertainty, and regulatory change, and recognize the opportunity to better serve the enterprise, shareholders, customers, and regulators. Within the Finance Transformation offering, our Business Finance team helps drive strategic value through financial planning, forecasting, and analytics capabilities. By leveraging next-gen processes, scalable data platforms, and AI, our team delivers accurate, timely, and actionable insights. Qualifications Required: • Bachelor's degree, • 8+ years of experience implementing Oracle EPM, • 6+ years of experience leading project workstreams or client engagements, • 6+ years of experience with finance transformation, business finance, financial planning and analysis, or enterprise performance management, • Ability to travel 50%, on average, based on the work you do and the clients and industries/sectors you serve. Limited immigration sponsorship may be available. Preferred: • Master of Business Administration, Master of Finance, Master of Accounting, or Master of Science, • Certified Public Accountant, Chartered Financial Analyst, or Project Management Professional certification, • 3+ years of experience with AI-enabled finance use cases, predictive forecasting, or driver-based planning, • 3+ years of experience with finance operating model design or global business services transformation, • 2+ years of experience with proposal support or business development activities, • 2+ years of experience leading teams of 5+ professionals The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $163,400 to $322,100. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. Deloitte is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to participate in the recruiting process, please direct your inquiries to the Global Call Center (GCC) at USTalentCICInbox@deloitte.com.

Northwell is seeking an experienced investment professional to join Northwell's Investment Office as Director of Retirement Plan Defined Contribution (DC) Investments. Northwell seeks an exceptional individual who will be a key member of the Investment Office, working closely with the Health System's Investment Committee and external consultants reviewing Defined Contribution (DC) investment offerings, fees, target date funds, retirement income solutions, investment policy statements and selecting & monitoring investment managers for the defined contribution plans. Principal Accountabilities • Defined Contribution (DC) Asset Management:, • Works as a key member of the Investment Office reporting to VP Investments., • Oversees DC investments:, • Monitors all DC managers, holds update calls, provides summaries to senior management., • Analyzes investment drivers of performance results, attribution and risks, identifies issues., • Identifies and monitors portfolio risks at manager, portfolio and system levels., • Evaluates and recommends DC plan structure and investment lineup design., • Conducts periodic recordkeeper RFPs to ensure best available fees and services., • Performs regular benchmarking of investment management and recordkeeping fees., • Investment Committee and Subcommittee Participation:, • Prepares agendas and participates in Committee/Subcommittee meetings., • Interacts directly with Trustees, consultants, managers on investment issues., • Prepares reports and participates in presentations to Trustees and senior management. Provides regular communications to key stakeholders (internal and external) regarding all aspects of the DC investment programs., • Builds strong working relationships with colleagues at all levels (internal and external)., • Utilizes logical, fact-based analytical tools to articulate and overcome objections and solves complex problems using multiple problem-solving tools and techniques. 1. Organization & Governance Upholds and communicates the mission, vision and values of the Health System. Works to create a culture of integrity, quality and engagement., 2. Compliance Management Ensures compliance with federal, state and local regulations and tax laws. Tracks and assesses the impact of DOL guidance and other legislative and regulatory developments on DC plan design and investments. Oversees the development, review and distribution of reports and procedural statements which ensure regulatory and policy compliance., 3. Participates in investment industry conferences/educational programs. Performs related duties, as required. Requirements and Ideal Experience • Bachelor's Degree in Finance or related field, required. MBA, CFA, CAIA preferred., • Minimum of seven (7) to ten (10) years of experience in large fund investment management. Experience in corporate, pension, healthcare, consulting or investment management, with a fiduciary mindset required. Experience in several of these environments, preferred., • Experience working with an involved and senior level Board Committee, preferred., • Experience with plan mergers, consolidations, or transitions, preferred., • Industry, Investment, Participant Knowledge, • Knowledge of important DC industry & regulatory issues, litigation risks, QDIA-selection/target date funds, CITs, key recordkeeping issues and custodians, required., • Knowledge of modern portfolio theory, risk controls, active versus passive management, performance attribution & benchmarking, required., • Knowledge of key factors in evaluating manager performance across stable value, equities, fixed income, REITS and alternative investments, required. Proficiency with investment analytics and risk tools, preferred., • Knowledge of participant demographics, behavioral finance applications & participant outcomes, custom target date funds, managed accounts and thorough understanding of retirement income solutions/decumulation, preferred., • Experience negotiating investment management agreements, guidelines, fees, required., • Fiduciary mindset, extremely strong analytical / intellectual skills and business acumen., • Strong verbal and written communication skills. Personal Characteristics The Director of Retirement Plan (DC) Investments will possess the following characteristics: • A highly visible, ethical and diplomatic leader with interpersonal skills and intellect., • A dynamic and innovative individual with a strong sense of self, and the ability to be an active listener and demonstrate great respect for others., • Empathetic; possessing the ability to be both collaborative and engaging, while interacting with diverse backgrounds., • Energetic; with a passion for and profound commitment to the work of Northwell Health. *Additional Salary DetailThe salary range and/or hourly rate listed is a good faith determination of potential base compensation that may be offered to a successful applicant for this position at the time of this job advertisement and may be modified in the future.When determining a team member's base salary and/or rate, several factors may be considered as applicable (e.g., location, specialty, service line, years of relevant experience, education, credentials, negotiated contracts, budget and internal equity).

The Private Client Services Senior Manager is responsible for providing tax and consulting services to our high net worth clients. Job Duties: • Performs tax planning, preparation and research for high net worth individuals and related business, trusts, estates, and charitable entities including preparation and review of gift tax and estate tax returns, • Manages client engagements, supervises and reviews work of team staff members, work closely with clients as well as internal managers and partners, • Contributes to client satisfaction by providing timely services and work product, • Demonstrates an understanding of tax concepts and actively pursuing increased tax knowledge through client assignments and current tax developments, • Tax Compliance, • Ensures clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and, • self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual ("TQM"), • Conducts top level review of T/R and resolves all tax issues with client; involves specialists where appropriate, • Plans and reviews the tax process and the procedures to be performed to include:, • Budgeting and staffing, • Monitoring engagement process and actual time incurred vs. budget with assistance of Senior, • Timely billing including management of identified out-of-scope activity and communication to client, • Timely collection of A/R, • Manages client relationships/expectations in accordance with the project, • Provides advice to clients in a timely manner;, • Research, • Identifies when research is needed and performs such research; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis, • Applies most Firm and professional standards for preparation of WTA and tax returns, • Involves firm specialists, as appropriate, • Strategy Development, • Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits, • Reviews studies of tax implications and offers clients alternative courses of action, • Identifies and leverages lessons learned on prior projects, and offers input on how to improve processes and methods, • Other duties as required Supervisory Responsibilities: • Responsible for building a team of professionals by training and working together to serve our high net worth clients with timely responses to their needs, • Supervises associates and senior associates on all projects, • Reviews work prepared by associates and senior associates and provide review comments, • Trains Associates and Seniors how to use all current software tools, • Acts as a Career Advisor to associates and senior associates, • Schedules and manages workload of associates and senior associates, • Provides verbal and written performance feedback to associates and senior associate Qualifications, Knowledge, Skills and Abilities: Education : • Bachelors degree in Accounting or other relevant field required, • Masters degree in Accounting or Taxation preferred Experience : • 8 or more years of public accounting experience preferred, i.e. working in the private client area, working on individual, estate, trust, partnership, S-corporation, and private foundation tax/consulting clients License/Certifications: • CPA certification required, • Certified financial planning license or Professional financial planning license preferred Software : • Proficient in Microsoft Office Suite Language: • N/A Other Knowledge, Skills & Abilities: • Detailed oriented, • Excellent written and verbal communication skills, • Ability to work independently and in a team environment, • Ability to effectively delegate work as needed, • Strong analytical, research and critical thinking skills as well as decision-making skills, • Capable of developing and managing a team of tax professionals, • Capable of effectively developing and maintaining client relationships, • Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to clients

Job Description Mission QSAC is a New York City and Long Island based nonprofit that supports children and adults with autism, together with their families, in achieving greater independence, realizing their future potential, and contributing to their communities in a meaningful way by offering person-centered services. QSAC pursues this mission through direct services that provide a supportive and individualized setting for children and adults with autism to improve their communication, socialization, academic, and functional skills. Job Summary If you are organized, have an eye for detail, enjoy juggling numerous tasks, and have excellent customer service skills, then this may be the job for you! This position will provide administrative support to QSAC’s Offices and Programs and will need to travel accordingly. This position is considered a “floater” role and you must be able to travel to different QSAC’s locations which are not all accessible by public transit. Personal vehicle is required for this position. Travel reimbursement for mileage and tolls is possible when applicable. Pay Rate for Position - $17.50 Job Responsibilities Administration & Reception • Required to travel to center-based sites throughout NYC and Long Island, • Will welcome and admit visitors and greet students and families, while maintaining appropriate security procedures (visitor log book, Time card swipes, etc.), • Ensure health, safety & welfare of individuals., • Perform administrative duties such as filing, faxing, ordering supplies, • Be able to mirror responsibilities of the Office manager, • Maintain paper and computer files, • Calendar management, create and edit Microsoft Office documents, as requested, • Maintain individual /family confidentiality., • Will respond to and transfer all in-coming calls and take messages in a professional manner and route calls as necessary, • Perform other duties as assigned by supervisors and/or senior management Qualifications & Work Experience • Minimum of an Associates degree highly preferred or related administrative experience required, • 1-2 years customer service/office experience is highly preferred, • Punctuality and regular attendance is expected, • Commitment to company values and adherence to policies is essential, • Excellent customer service skills are required, • Ability to multi-task, track and follow-up on all outstanding issues and projects, • Dependability and flexibility is expected, • Excellent interpersonal skills are required, • Working knowledge Microsoft Office is required, • This position is considered a “floater” role and you must be able to travel to different QSAC’s locations which are not all accessible by public transit. Personal vehicle is required for this position. Travel reimbursement for mileage and tolls is possible when applicable. Benefits Our benefits go beyond health and retirement. You will be joining a passionate community of professionals and staff who support each other in a challenging and rewarding work culture. • Competitive Salary, • Medical, Dental and Vision Insurance have very low out of pocket costs (for FT staff), • Medical can be as low as $1 dollar per paycheck / $26 dollars a year for full medical coverage ( for FT staff), • Generous Paid Time Off policy (for full time staff) Start with 20+ days annually, • Group Life Insurance and Long Term Disability (for FT staff), • Flexible Spending Accounts (for FT staff), • Defensive Driving pay incentive (for positions that require driving), • Pre-Tax Commuter Benefits, • 403(b) Retirement with Discretionary Employer Match, • Paid Training in the field of human services and ABA, • Opportunities for career advancement Qualifications are subject to change in accordance with government regulations. *This description is a general statement of required major duties and responsibilities performed on a regular and continuous basis. It does not exclude other duties as assigned. QSAC is an Equal Opportunity Employer (EOE). Mission-Oriented. Results-Driven. Collaborative. Passionate. We Are QSAC. To easily apply: Please email us at Jobs@qsac.com

Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Manager Job Description & Summary The Opportunity As an Asset & Wealth Management - Renewable Energy Tax Senior Manager, you will play a pivotal role in advising clients on their local and in

Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Manager Job Description & Summary A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You'll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You'll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You'll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally. To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future. As a Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Encourage everyone to have a voice and invite opinion from all, including quieter members of the team. Deal effectively with ambiguous and unstructured problems and situations. Initiate open and candid coaching conversations at all levels. Move easily between big picture thinking and managing relevant detail. Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realises they are required. Contribute technical knowledge in area of specialism. Contribute to an environment where people and technology thrive together to accomplish more than they could apart. Navigate the complexities of cross-border and/or diverse teams and engagements. Initiate and lead open conversations with teams, clients and stakeholders to build trust. Uphold the firm's code of ethics and business conduct. The Opportunity As part of the Asset and Wealth Management team you are expected to join a growing team with the top asset and wealth management clients, tax technical proficiency, and technology in the world that is expected to support you to meet your career goals. As a Senior Manager you are expected to lead large projects, innovate processes, and maintain operational excellence while interacting with clients at a senior level to drive project success. You are also expected to build trust with multi-level teams and stakeholders through open and honest conversation, motivating and coaching teams to solve complex problems. Responsibilities Lead and manage large-scale projects to achieve successful outcomes Innovate and streamline processes to enhance efficiency and effectiveness Maintain exceptional standards of operational excellence in every activity Interact with clients at a senior level to drive project success Build trust with multi-level teams and stakeholders through open communication Motivate and coach teams to solve complex problems Serve as a strategic advisor, leveraging specialized knowledge and industry trends Provide strategic input into the firm's business strategies What You Must Have Bachelor's Degree in Accounting 5 years of experience CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity What Sets You Apart In-depth knowledge of compliance for financial partnerships Knowledge of structuring funds to limit tax liability Experience identifying and addressing client needs Building and utilizing networks of client relationships Managing resource requirements and project workflow Creating an atmosphere of trust in teams Developing new relationships and selling new services Innovating through new and existing technologies Utilizing digitization tools to enhance engagements Travel Requirements Up to 20% Job Posting End Date The salary range for this position is: $124,000 - $335,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy. Learn more about how we work: https://pwc.to/how-we-work For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines

Tax Senior Manager - Construction. Nationally ranked as one of the largest and fastest-growing accounting firms in the nation, Grassi is a leading provider of advisory, tax, and accounting services across key sectors including construction, architecture and engineering, not-for-profit, healthcare, m

Senior Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated clients, which may include some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and

Essential Functions and Primary Duties.Regarded as a Subject Matter Expert within business unit and shares knowledge.Make recommendations on internal department procedures.Recognize business opportunities for our clients and for CBIZ.Assume significant client responsibility as client's trusted advis

EisnerAmper Tax Team Opportunity.At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind.You can de

Work location: Garden City, NY and West Palm Beach, FL.Hybrid schedule will be considered.Review complex Federal and multi-state tax returns for individuals, trusts, estates, non-profit organizations, and pass-through entities.Review quarterly and year-end tax projections.Deliver clear requests for

Are you interested in joining one of the fastest growing public accounting firms? Would you like the ability to focus on one industry sector and further become an expert for your clients? If yes, consider joining Baker Tilly (BT) as a Tax Senior Manager! This is a great opportunity to be a valued bu

The Senior Manager of Tax Controversy and Procedure provides technical support to firm client service professionals and clients on matters involving US federal taxation, particularly in the areas of IRS practice and procedure and tax controversy. The Senior Manager of Tax Controversy and Procedure a

Are you interested in joining one of the fastest growing public accounting firms? Would you like the ability to focus on one industry sector and further become an expert for your clients? If yes, consider joining Baker Tilly (BT) as a Tax Senior Manager! This is a great opportunity to be a valued bu

The opportunity EY is a leader in serving the global financial services marketplace and the only professional services firm with a separate business unit dedicated to the financial services industry the Financial Services Organization (FSO). Financial Services - Customer Tax Operations and Reportin

We are seeking a Senior Manager, Tax Technology Change & Enablement to support the execution, adoption, and standardization of tax technology and process improvement initiatives across the Tax Business Unit within our local offices. Background in tax training, tax quality, tax operations, or tax tra

Identifies non-BIG tax and business opportunities for clients and prospects. Tax Senior Manager, Business Incentives Group (BIG). A Tax Senior Manager, Business Incentives Group (BIG) is charged with helping clients identify, document, and support tax positions related to their BIG tax credits and d

You’ll enjoy this role if: You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serve You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting a

New York Institute of Technology (New York Tech) seeks a strategic, collaborative, and detail-oriented Assistant Treasurer & Controller to help steward the financial strength of a dynamic, innovation-driven university. Reporting to Vice President Financial Affairs, CFO & Treasurer, this role provides critical oversight of treasury operations, accounting, financial reporting, auditing, and internal controls in support of New York Tech's mission. This is an exciting opportunity to contribute and make an impact at a transformative institution committed to technology, research, and student success. The ideal candidate will bring strong technical expertise, leadership, and a passion for continuous improvement to enhance financial processes, support data-driven decision-making, and ensure effective and prudent fiscal management across the institution. • Oversee financial operations, accounting, and reporting functions for all university campuses and operations., • Manage staff in accounting, payroll, accounts payable, grants, restricted funds, treasury and purchasing; manage financial accounting for dining and residence halls., • Maintain and advance processes to improve data integrity, financial reporting, internal controls, and general business efficiencies with use of AI and technology., • Manage obligations for external financial reporting requirements, including tax filings, audits, and institutional accrediting bodies., • Serve as primary contact for all external auditors., • Manage all treasury functions including establishment and maintenance of all bank accounts, investment accounts, and trustee-managed funds., • Design and execute plans for debt issuance and maintain cash forecast models., • Manage property appraisals and accounting for real estate and leasing transactions., • Serve as primary external contact to rating agencies, investment banks and municipal lending authorities., • Implement and monitor all electronic payment functions for domestic and international receipts and payments., • Coordinate and support all financial modelling tools with budget office., • Participate in administration of retirement funds, investment policies, and endowment management functions., • Coordinate debt and capital expenditure planning with budget and facilities operations., • Serve as financial team leader on IT matters regarding data security, financial integrity, and system/software additions or changes., • Work closely with Human Resources and General Counsel in financial planning for employee benefit plans., • Serve on retirement savings plan committee., • Oversee audits and required federal filings for benefit plans., • Work closely with general counsel and others to support risk management functions and annual insurance policy renewals., • Assist in drafting policies and procedures to reduce corporate exposures., • Prepare agendas, materials, resolutions and minutes for various board committees, including Audit, Finance, and Investments, coordinating with other departments as needed., • Provide special research and assignments related to financial and statistical data as requested by CFO, General Counsel, Provost and President., • Participate and provide recommendations to support multi-departmental task forces for university initiatives., • Fulfill other duties as assigned., • Required Degree: BA or BS in Accounting or Finance., • MBA or other advanced degree in related field preferred., • Required Certification: CPA or CIA (Certified Internal Auditor) or CMA (Certified Management Accountant), • Preferred Training/Certification: Certified Treasury Manager, • Required Licensure: NYS CPA or CIA or CMA, • Knowledge/Skills/Abilities: Excellent written, oral, quantitative skills and presentation skills., • Experienced manager and leader with team-centered orientation and comfortable approach in pivoting toward multiple audiences, including staff, senior management, trustees and external parties., • Minimum 10 years experience including 5 years supervising >10 employees, and record of progressive responsibility and executive/board interactions., • Non-profit financial experience required with preference for higher ed and specialized knowledge of NACUBO and DOE reporting standards., • Must provide high degree of confidentiality, efficiency and organizational skills, with ability to delegate, train and build team capacity., • Exceptional abilities expected with Workday Finance, including system maintenance, reporting and analytics, all Microsoft Office programs, and AI., • Familiarity with PeopleSoft, Canvas and additional software products desired., • Hybrid position requires 3-4 days per week onsite. Some travel required. New York Institute of Technology offers numerous opportunities to enhance personal and professional growth and provides employees with a competitive compensation and benefits program inclusive of generous paid time off, holidays, tuition remission, and retirement plans with employer contributions. New York Institute of Technology is an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. In compliance with local legislation as well as to provide greater transparency to candidates, the annual base salary range for this position is listed. New York Tech considers factors such as (but not limited to) scope and responsibilities of the position, candidate experience/expertise, education/training, key skills, geographic location, internal peer equity as well as market, organizational considerations and/or applicable collective bargaining agreement when extending an offer. USD $180,000.00/Yr. USD $220,000.00/Yr.

Private Client Services Senior Manager. The Private Client Services Senior Manager is responsible for providing tax and consulting services to our high net worth clients. Manages client engagements, supervises and reviews work of team staff members, work closely with clients as well as internal mana

Schedules and manages workload of associates, senior associates, and managers. Provides verbal and written performance feedback to associates, senior associates, and managers. As a Tax Senior Manager, Partnerships, you will be responsible for advising clients on the tax implications of their busines

Louis, Kansas City, Detroit, Grand Rapids, Minneapolis, Cleveland, Pittsburgh, Atlanta, Miami, Orlando, Raleigh, Tampa, Cincinnati, Dallas, Houston, Austin, New Orleans, San Antonio The Opportunity Our Transaction Tax Practice is comprised of a dedicated team focused on the tax aspects of corporate

A Tax Senior Manager, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services

Overview Specialty/Competency: Entrepreneurial & Private Business (EPB) - General Industry/Sector: Not Applicable Time Type: Full time Travel Requirements: Up to 20% At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These

Tax Senior Manager, Private Client Services. The Tax Senior Manager, Private Client Services assists in providing tax compliance and consulting services to our high net worth clients. Seven (7) or more years of public accounting and private client services experience, required.

Andersen in Melville, NY is seeking a Senior Manager to oversee multiple engagement teams for a variety of sophisticated clients including wealthy families and business entities.

At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom we give you the tools you need to succeed and the autonomy to reach your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with the capacity to efficiently oversee multiple client engagements while also demonstrating proficiency in business development, marketing, and recruitment efforts. Furthermore, the ideal candidate will possess strong leadership skills and the aptitude to foster professional growth within our staff. This position offers flexibility in terms of office location, as EisnerAmper follows a hybrid working model. You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance You will join a culture that has received multiple top "Places to Work" awards We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions We understand that embracing our differences is what unites us as a team and strengthens our foundation Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work Supervise a team, foster strong client relationships, prospect and contribute to the establishment of a sustainable business. The individual will collaborate closely with Partners in an entrepreneurial environment that values exceptional client service and tax expertise. Responsible for overseeing tax planning and compliance functions for ultra-high net worth individuals and their families. Possess comprehensive knowledge of hedge fund K-1 treatment, as well as a working understanding of trusts, estates, gifts, and charitable entities. Directly engage with clients to deliver innovative tax planning, consulting, and compliance solutions. Take on the primary review of complex tax returns and maintain regular communication with clients. Cultivate and nurture relationships with clients, staff members, and external third-party client vendors. Provide training and supervision to staff members, including reviewing and evaluating their work. Occasional local travel to clients' locations may be required. Actively solicit new client relationships and participate in client/potential client seminars to expand networking opportunities. Stay updated on changes in tax laws, regulations, and accounting standards, and proactively apply new knowledge to client engagements. Collaborate with other tax professionals within the firm to coordinate efforts, share knowledge, and ensure efficient and effective delivery of tax services. Hold self and direct reports responsible for achieving developmental goals Bachelor's Degree in Accounting or equivalent field 8+ years of tax compliance experience, specializing in US based tax returns for individuals, partnerships, and s-corps Recent Public Accounting experience CPA or IRS Enrolled Agent Certification required Master's Degree in Taxation or relevant field Experience using GoSystems or CCH Axcess tax software EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law. The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals. Operating within a culture where we hold each other accountable to our standards of teamwork, creativity, and a genuine care for each other, we not only solve our clients' problems, but offer proactive solutions for the future. As one of the largest and fastest-growing service lines at our firm, we try to make a big group feel smaller. We're known for presenting options and pathways for our employees to grow as professionals. Here, you can not only discover what you're passionate about, but pursue it. Working with businesses of all sizes and across every industry, our typical client is atypical. Because of this, it's important that we can think like entrepreneurs ourselves to gain a true awareness of our clients and their businesses, along with their unique operational and personal dynamics. EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients. Should you need any accommodations to complete this application please email: talentacquisition@eisneramper.com. New York

Tax Senior Manager, Partnerships.As a Tax Senior Manager, Partnerships, you will be responsible for advising clients on the tax implications of their business objectives and various partnership specific items including but not limited to section 704(b) and taxable income allocations, capital account

A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. As a Senior Manager you are expected to lead large projects, innovate processes, a

Job Description The Organization: The Wealth Alliance is an SEC-registered investment advisory firm based in Melville, New York. WA was founded in 2019 and currently employs over 30 professionals, including Certified Financial Planners, public accountants, investment management analysts, and a top-tier team of service professionals. The Position: The Wealth Alliance is looking for a seasoned Financial Advisor who shares their values and is ready to hit the ground running. You'll serve as the primary relationship manager for a select group of clients, delivering holistic financial advice while also contributing to the firm's continued growth. This is an in-person role based in Melville, NY. Whether you're coming in with a small existing book or none at all, your focus will be on deepening relationships and delivering exceptional service across the firm's established client base. Responsibilities: • Serve as the primary relationship manager for a select group of clients, developing a deep understanding of their values, goals, and priorities., • Develop and implement personalized financial plans tailored to each client's individual needs and objectives., • Deliver holistic financial advice across investments, retirement planning, estate considerations, tax strategies, and risk management., • Engage clients in clear, thoughtful conversations that simplify complex financial concepts into actionable strategies., • Proactively reach out to clients to provide guidance, reassurance, and timely updates through different life stages and market environments., • Conduct a thorough financial analysis to identify growth opportunities and mitigate risk., • Collaborate with internal specialists to create comprehensive, tailored financial plans., • Utilize financial software to track client progress and generate reports., • Stay current on financial services trends, tax regulations, and securities law. Qualifications: • 7+ years of experience as a Financial Advisor, Wealth Manager, or similar client-facing role at an RIA or wealth management firm., • 2+ years developing and managing relationships with high-net-worth clients., • Bachelor's degree in Finance, Economics, Business, or a related field (required); Master's degree a plus., • CFP, CFA, CPA, or similar professional designation strongly preferred., • Solid background in financial sales or a related advisory field., • Deep knowledge of estate planning, tax strategy, and wills & trusts., • Expertise in wealth management, investment management, cash management, and portfolio management., • Familiarity with accounting principles and CRM platforms., • Strong research, analytical, and mathematical skills., • Existing book of business a plus, but not required. Compensation & Succession Path: • Base salary, plus a performance-based revenue-sharing structure tied to the client assets you manage and any new business you bring in — uncapped upside on top of your salary floor., • Formal participation in the firm's advisor succession plan: this role is incorporated into the existing plan for a senior advisor's client base, alongside two other advisors, with a defined path to inheriting and managing those relationships over time., • Discretionary year-end bonus based on performance., • Full compensation details shared during the interview process. Additional Benefits: • 401(k) with company contributions, • Health, dental, and vision insurance, • Health savings account (HSA), • Life insurance, • Paid time off #INDM

Senior Manager Of Tax Rightshoring Strategy. We are seeking a Senior Manager of Tax Rightshoring Strategy who will lead efforts to expand and optimize EisnerAmper's Tax Rightshoring initiatives. In addition to advancing Tax's rightshoring strategy, this role will work closely with EisnerAmper's Tax