695 Client Services jobs in Dumont
Client Services Associate
Posted today
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Job Description
This range is provided by Ascendo Resources. Your actual pay will be based on your skills and experience talk with your recruiter to learn more.
Base pay range$80,000.00/yr - $10,000.00/yr
Direct message the job poster from Ascendo Resources
Please read the role description prior to applying! This is a role focused on preparing a variety of client-facing documents and reports, supporting various RFP processes, and assisting with the development of materials for client meetings.
YOU MUST HAVE THIS RFP EXPERIENCE TO BE CONSIDERED.
About the Company
A leading institutional asset management firm located near Livingston, NJ, is seeking a highly motivated and detail-oriented professional to join their Client Service and Business Development team.
About the Role
In this role, you will be responsible for preparing a variety of client-facing documents and reports, supporting RFP processes, and assisting with the development of materials for client meetings.
Responsibilities
- Create and maintain reports for clients, consultants, and prospective clients
- Assist in the preparation of RFP responses and questionnaires, including drafting content, gathering data, and compiling detailed support materials
- Contribute to the development and execution of email campaigns
- Manage and update consultant databases
- Utilize third-party portfolio analysis tools to gather insights and generate reports
- Help prepare presentations and meeting materials for clients and consultants
Qualifications
Bachelors degree in Finance, Economics, Business, Math, or a related field
Required Skills
- At least 3 years of experience in a professional office setting, preferably within the finance industry
- Previous exposure to RFPs and related processes preferred
- Experience with portfolio analysis and performance data is a plus
- Proficient in Microsoft Office Suite, including Word, Excel, PowerPoint, Access, and Outlook
- Strong organizational and time management skills
- Ability to work collaboratively in a team-oriented environment
Preferred Skills
The ability to work effectively in a fast-paced environment is essential.
Pay range and compensation package
The firm offers a supportive, intellectually stimulating work environment, competitive compensation, and a healthy work/life balance.
Equal Opportunity Statement
Include a statement on commitment to diversity and inclusivity.
Seniority level- Seniority level Associate
- Employment type Full-time
- Job function Finance
Referrals increase your chances of interviewing at Ascendo Resources by 2x
Inferred from the description for this jobMedical insurance
Vision insurance
401(k)
Get notified about new Client Services Associate jobs in Livingston, NJ .
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#J-18808-LjbffrClient Services Representative
Posted today
Job Viewed
Job Description
Client Services Representative Location:Garden City, NY, United States Job Type:Full Time Job Category:Administrative Job Industry:Admin/ Clerical Salary:We offer competitive compensation and benefits. Description We're looking for a. Client Services Client Service, Representative, Client, Technology, Retail
Client Services Coordinator
Posted today
Job Viewed
Job Description
Our client, a prominent international Real Estate firm with many famous landmarks in their portfolio, is seeking a Client Services Coordinator to join their team on a temporary basis in Greenwich, CT .
Job Details- Answer phones/emails and greet visitors
- Act as an overall hospitality and client service resource
- Perform regular lobby inspections
- Set up for events, including catering coordination
- Provide move-in and move-out support
- Assist with vendor management and invoice processing
- Pay Rate: $21 per hour
- Bachelors degree required
- Demonstrated experience in client services and general administration
- Customer service oriented, approachable, and level-headed
- Tech savvy and experienced in Microsoft Office Suite
- Highest standard of professionalism and discretion
- Dedicated to detail, with excellent writing, communications, and organizational skills
*Gainor provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender (including gender identity and expression), age, national origin, immigration status, marital or familial status, citizenship status, ancestry, physical or mental disability, genetic information, reproductive health decision making, veteran or military status, or any other characteristic or status protected under applicable federal, state, or local law.
#J-18808-LjbffrTax Director - Private Client Services
Posted 1 day ago
Job Viewed
Job Description
Join to apply for the Tax Director - Private Client Services role at Weaver
3 weeks ago Be among the first 25 applicants
Join to apply for the Tax Director - Private Client Services role at Weaver
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The Weaver Experience
Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse, collaborative, and entrepreneurial workplace culture. Our leaders truly care about the well-being of all our employees and encourage them to pursue their ambitions.
The Weaver Experience
Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse, collaborative, and entrepreneurial workplace culture. Our leaders truly care about the well-being of all our employees and encourage them to pursue their ambitions.
While our business is based in numbers, our success is truly based on people. Its why we commit to supporting our people not just in their professional growth, but also in their ability to lead balanced, integrated lives. At the foundation of that commitment are our core values. Weavers core values were created specifically to empower our people to deliver extraordinary service and be their best selves. Our goal is to balance high development with high performance in order to meet the long-term goals of each individual, team, and our firm.
Learn more about our services, industry experience and culture at weaver.com.
Position Profile
Weaver is looking for talented tax leaders at the Director level to join our growing firm! A Private Client Services Director provides federal tax compliance and planning services to high-net-worth individual clients and privately held businesses.
A Weaver Tax Director is an entrepreneur who successfully creates new business for the firm and develops the next generation of Weavers leaders. The ideal candidate is a CPA with 9+ years of experience in federal tax compliance, planning, and consulting at a public accounting firm.
To be successful in this role, the following qualifications are required:
- Bachelors degree in Accounting or related field
- CPA or EA
- 9+ years of experience in federal tax compliance, planning and consulting at a public accounting firm with a focus on high-net-worth individuals, privately owned business, investment partnerships, estates, and trusts
- Technical knowledge sufficient to sell and execute engagements in multiple industries
- Masters degree in Accounting or related field
- Proven ability to manage, mentor, and develop staff
- Strong relationship management and practice development skills
- Ability to attract and service new clients and expand services to existing clients
We also offer in-house CPE and learning opportunities through our internal Learning & Development department. Our multi-faceted internal learning program including technical improvement, practice development, management/leadership training, and whole-life growth. Our goal is to balance both high development with high performance to meet the long-term goals of each individual, team, and our firm.
WeaverLEAD We Are Committed To Investing In The Strength Of Our Team. That Is Why We Have Created An Internal Leadership Coaching Program To Train Leaders To Support Other Leaders At Every Level Of The Organization. The Goal Of WeaverLEAD Is To Inspire The Growth And Development Of Our Leaders By
L eaning into the experience of exploring new ideas for each individuals growth as a leader.
E ngaging the coaching mindset at work with new ways of thinking about challenges and opportunities.
A dapting to the transformation that takes place as a result of participating in the program.
D eveloping yourself and others with coaching competencies to create a firm-wide culture of coaching.
People are our formula! At Weaver, we recognize that everyone brings different strengths, backgrounds, and working styles to our team. We cultivate a safe and inclusive work environment that celebrates each individuals unique qualities through visibility, progression, advocacy, and support. We are proudly an equal opportunity employer.
Whats next? Interested applicants should apply directly to the job posting. You may apply to multiple roles. Be sure to upload your most recent resume and ensure that it is attached to your application. By registering, you are only activating an account and creating a presence. Please apply directly to a position of interest. You will receive a confirmation email after completing an application for a role. After reviewing your application, a friendly Weaver Recruiter will contact you soon and walk you through the hiring process. Thank you for exploring a career with us. We look forward to meeting you!
Currently, we are not accepting resume submissions from third-party staffing agencies for this role. This role is Employee Referral Program eligible. Seniority level
- Seniority level Director
- Employment type Full-time
- Job function Accounting/Auditing and Finance
- Industries Accounting
Referrals increase your chances of interviewing at Weaver by 2x
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#J-18808-LjbffrTax Director - Private Client Services
Posted 1 day ago
Job Viewed
Job Description
Join to apply for the Tax Director - Private Client Services role at Vialto Partners
3 days ago Be among the first 25 applicants
Join to apply for the Tax Director - Private Client Services role at Vialto Partners
Company Description
Vialto Partners is a market leader in global mobility services. Our purpose is to Connect the world. We are unique and the only stand-alone global mobility business. This presents a rare opportunity for our clients, stakeholders, and colleagues.
Company Description
Vialto Partners is a market leader in global mobility services. Our purpose is to Connect the world. We are unique and the only stand-alone global mobility business. This presents a rare opportunity for our clients, stakeholders, and colleagues.
Our teams help companies streamline and effectively manage their global mobility programs in a cost-efficient and compliant manner. Our services focus on providing cross-border compliance and risk assessment for tax, immigration, business travel, rewards and compensation, and remote work.
Working at Vialto Partners is about getting the chance to be part of a global and dynamic team. Globally, Vialto Partners has over 6,500 staff in over 50 countries around the world and continues to grow. You will work with clients from a range of industries and different geographical locations. We believe in connecting the world and supporting our colleagues to do the same in their careers by undertaking assignments and opportunities globally that broaden their skills and ultimately benefit our clients.
Vialto is unstoppable when we work together in a culture of belonging, where everyone can thrive. We encourage employees to bring their true selves and share their unique talents and expertise to positively impact the communities we serve.
To learn more about what we do, tune in to our podcast On the Move to hear expert insights on issues affecting global mobility, and read about the latest news in the industry. You can also follow us on LinkedIn and Instagram.
Role Summary
We are growing our Private Client Services (PCS) practice and seeking an experienced Director to advise globally mobile high-net-worth individuals (HNWIs) on complex U.S. and international tax matters. As a key leader in our PCS team, you will provide strategic tax guidance, mentor junior talent, and contribute to the expansion of our cross-border practice.
The ideal candidate will have strong technical expertise in U.S. individual income tax, international reporting, trust planning, and cross-border estate/gift taxation. This is an excellent opportunity for a commercially minded tax professional to help shape a modern, high-touch advisory offering.
Key Responsibilities
Client Delivery & Technical Oversight
- Serve as lead tax advisor for a portfolio of HNWI clients with international exposure.
- Deliver customized planning for pre-immigration, expatriation, foreign trusts, inbound investments, and global estate structures.
- Review complex U.S. tax filings and international information returns (e.g., Forms 3520/A, 5471, 8865, 8858, 8621, 8938, 1041, etc.).
- Provide tax risk management and ensure quality standards on client work.
- Supervise and mentor senior managers and other staff across locations.
- Support the firms training, development, and retention strategy for PCS professionals.
- Cultivate relationships with attorneys, private banks, wealth advisors, and other key intermediaries.
- Contribute to thought leadership and external visibility through events, whitepapers, or webinars.
- CPA, EA, or JD with a strong international tax background; MST or LLM a plus.
- Minimum 810 years of U.S. private client tax experience with international complexity.
- Demonstrated experience with foreign trust structures, U.S. estate/gift tax planning, and cross-border compliance.
- Leadership experience in managing client relationships and mentoring staff.
- Business development experience and/or strong external network preferred.
- Help shape a modern, scalable cross-border PCS practice.
- Join a non-federated firm that allows broader client access than the Big 4.
- Work with a leadership team that prioritizes flexibility, excellence, and innovation.
- Competitive compensation, performance-based bonus, including potential for equity and sales commissions.
- Location: United States
- Compensation Range: $161,300-264,900
- Employment Type: Full Time
- Work Arrangement: Hybrid Opportunity (2-3 days in a Vialto Office)
Please note, AI is used as part of the application process. Seniority level
- Seniority level Director
- Employment type Full-time
- Job function Accounting/Auditing and Finance
- Industries Business Consulting and Services
Referrals increase your chances of interviewing at Vialto Partners by 2x
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#J-18808-LjbffrTax Director - Private Client Services
Posted 1 day ago
Job Viewed
Job Description
Join to apply for the Tax Director - Private Client Services role at ACCA Careers
2 days ago Be among the first 25 applicants
Join to apply for the Tax Director - Private Client Services role at ACCA Careers
Company Description
Vialto Partners is a market leader in global mobility services. Our purpose is to Connect the world. We are unique and the only stand-alone global mobility business. This presents a rare opportunity for our clients, stakeholders, and colleagues.
Company Description
Vialto Partners is a market leader in global mobility services. Our purpose is to Connect the world. We are unique and the only stand-alone global mobility business. This presents a rare opportunity for our clients, stakeholders, and colleagues.
Our teams help companies streamline and effectively manage their global mobility programs in a cost-efficient and compliant manner. Our services focus on providing cross-border compliance and risk assessment for tax, immigration, business travel, rewards and compensation, and remote work.
Working at Vialto Partners is about getting the chance to be part of a global and dynamic team. Globally, Vialto Partners has over 6,500 staff in over 50 countries around the world and continues to grow. You will work with clients from a range of industries and different geographical locations. We believe in connecting the world and supporting our colleagues to do the same in their careers by undertaking assignments and opportunities globally that broaden their skills and ultimately benefit our clients.
Vialto is unstoppable when we work together in a culture of belonging, where everyone can thrive. We encourage employees to bring their true selves and share their unique talents and expertise to positively impact the communities we serve.
To learn more about what we do, tune in to our podcast On the Move to hear expert insights on issues affecting global mobility, and read about the latest news in the industry. You can also follow us on LinkedIn and Instagram.
Role Summary
We are growing our Private Client Services (PCS) practice and seeking an experienced Director to advise globally mobile high-net-worth individuals (HNWIs) on complex U.S. and international tax matters. As a key leader in our PCS team, you will provide strategic tax guidance, mentor junior talent, and contribute to the expansion of our cross-border practice.
The ideal candidate will have strong technical expertise in U.S. individual income tax, international reporting, trust planning, and cross-border estate/gift taxation. This is an excellent opportunity for a commercially minded tax professional to help shape a modern, high-touch advisory offering.
Key Responsibilities
Client Delivery & Technical Oversight
- Serve as lead tax advisor for a portfolio of HNWI clients with international exposure.
- Deliver customized planning for pre-immigration, expatriation, foreign trusts, inbound investments, and global estate structures.
- Review complex U.S. tax filings and international information returns (e.g., Forms 3520/A, 5471, 8865, 8858, 8621, 8938, 1041, etc.).
- Provide tax risk management and ensure quality standards on client work.
- Supervise and mentor senior managers and other staff across locations.
- Support the firms training, development, and retention strategy for PCS professionals.
- Cultivate relationships with attorneys, private banks, wealth advisors, and other key intermediaries.
- Contribute to thought leadership and external visibility through events, whitepapers, or webinars.
- CPA, EA, or JD with a strong international tax background; MST or LLM a plus.
- Minimum 810 years of U.S. private client tax experience with international complexity.
- Demonstrated experience with foreign trust structures, U.S. estate/gift tax planning, and cross-border compliance.
- Leadership experience in managing client relationships and mentoring staff.
- Business development experience and/or strong external network preferred.
- Help shape a modern, scalable cross-border PCS practice.
- Join a non-federated firm that allows broader client access than the Big 4.
- Work with a leadership team that prioritizes flexibility, excellence, and innovation.
- Competitive compensation, performance-based bonus, including potential for equity and sales commissions.
- Location: United States
- Compensation Range: $161,300-264,900
- Employment Type: Full Time
- Work Arrangement: Hybrid Opportunity (2-3 days in a Vialto Office)
Please note, AI is used as part of the application process.
For further information, and to apply, please visit our website via the Apply button below. Seniority level
- Seniority level Director
- Employment type Full-time
- Job function Accounting/Auditing and Finance
- Industries Accounting
Referrals increase your chances of interviewing at ACCA Careers by 2x
Sign in to set job alerts for Tax Director roles.Fairfield County, CT $85,000.00- 220,000.00 1 month ago
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#J-18808-LjbffrAccountant II, Client Services, AIGRM
Posted 3 days ago
Job Viewed
Job Description
At AIG, we are reimagining the way we help customers to manage risk. Join us as an Accountant II, Client Services, AIGRM to play your part in that transformation. Its an opportunity to grow your skills and experience as a valued member of the team. Client Service, Accountant, AI, Management, Accounting, Account
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