274 Client Services jobs in Mount Kisco

Get AI-powered advice on this job and more exclusive features.

This range is provided by Brewer Morris. Your actual pay will be based on your skills and experience talk with your recruiter to learn more.

$90,000.00/yr - $10,000.00/yr

Annual Bonus

Role Duties & Responsibilities:

• Case management of inbound buyback/restructure opportunities through liaising with policy holders with empathy, professionalism, and effective creative solutions;
• Performing qualitative due diligence on current opportunities by assessing potential risk factors on individual cases, and becoming familiar with the applicable laws and regulations on a state by state basis;
• Generation of quotes for policy holders by gaining an understanding of the key financial drivers and dynamics of each case;
• Management of leads using internal Customer Relationship Management (CRM) system; and predicting, avoiding and/or resolving challenges as they arise with initiative and persistence;
• Creation and maintenance of client/customer reporting on a weekly, monthly, quarterly basis;
• Maintenance of internal process and procedure documents;
• Analysis and reporting of customer feedback/surveys; and
• Identification of new opportunities to continually grow the business.

Job Qualifications and Requirements:

• 2-4 years experience in customer service or client facing role;
• Strong customer-centric mindset and ability to build and maintain strong, collaborative, and effective relationships internally and externally;
• Project management experience, demonstrating the ability to problem solve and identify creative solutions;
• Ability to thrive in a fast-paced environment;
• Exceptional organizational skills with a high consideration to detail and accuracy;
• Comfort with Microsoft Office suite (MS Excel, MS Word, MS PowerPoint);
• Financial services/ insurance experience a plus; and
• Experience with CRM systems a plus.

A background check and pre-employment screening is required and must be successfully completed prior to employment.

• Seniority level Associate

• Employment type Full-time

• Job function Customer Service and Administrative
• Industries Insurance and Financial Services

Referrals increase your chances of interviewing at Brewer Morris by 2x

Get notified about new Client Services Associate jobs in Westport, CT .

Westport, CT 90,000.00- 185,000.00 1 week ago

Stamford, CT 74,000.00- 80,000.00 2 weeks ago

White Plains, NY 58,000.00- 72,000.00 6 days ago

White Plains, NY 58,000.00- 72,000.00 1 week ago

Harrison, NY 50,000.00- 55,000.00 1 week ago

Purchase, NY 35,000.00- 85,000.00 2 weeks ago

Westport, CT 40,000.00- 50,000.00 4 weeks ago

Greenwich, CT 50,000.00- 60,000.00 2 weeks ago

Stamford, CT 55,000.00- 72,000.00 1 week ago

Purchase, NY 55,000.00- 95,000.00 1 week ago

Westport, CT 33,280.00- 85,000.00 1 week ago

Stamford, CT 55,000.00- 60,000.00 1 week ago

Stamford, CT 75,000.00- 90,000.00 2 weeks ago

Greenwich, CT 100,000.00- 115,000.00 1 month ago

Were unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

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)
  
  

• 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

Get notified about new Tax Director jobs in Stamford, CT .

Stamford, CT $00,000.00- 240,000.00 6 days ago

Stamford, CT 200,000.00- 350,000.00 1 month ago

Stamford, CT 180,000.00- 240,000.00 2 weeks ago

Fairfield, CT 175,000.00- 180,000.00 21 hours ago

Stamford, CT 170,000.00- 335,000.00 1 week ago

Stamford, CT 167,000.00- 365,200.00 1 week ago

Stamford, CT 160,000.00- 200,000.00 2 weeks ago

Westport, CT 200,000.00- 275,000.00 1 day ago

Yonkers, NY 80,000.00- 100,000.00 1 week ago

Danbury, CT 80,000.00- 100,000.00 1 week ago

Tarrytown, NY 225,000.00- 250,000.00 1 day ago

Stamford, CT 225,000.00- 250,000.00 3 weeks ago

Stamford, CT 130,000.00- 200,000.00 4 hours ago

Danbury, CT 155,000.00- 195,000.00 4 days ago

Woodbury, NY 89,000.00- 150,000.00 7 hours ago

Stamford, CT 119,300.00- 328,000.00 4 days ago

Ridgefield, CT 115,000.00- 181,000.00 2 weeks ago

Stamford, CT 99,750.00- 262,500.00 1 week ago

Were unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

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)
  
  

• 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

Fairfield County, CT $85,000.00- 220,000.00 1 month ago

Rye Brook, NY 120,360.00- 274,560.00 2 weeks ago

Stamford, CT 170,000.00- 200,000.00 16 hours ago

Stamford, CT 170,000.00- 335,000.00 1 week ago

Westport, CT 200,000.00- 275,000.00 6 days ago

Stamford, CT 130,000.00- 195,000.00 2 weeks ago

Stamford, CT 170,000.00- 335,000.00 1 week ago

Yonkers, NY 60,000.00- 65,000.00 1 week ago

Tarrytown, NY 200,000.00- 250,000.00 3 hours ago

Stamford, CT 130,000.00- 200,000.00 2 days ago

Woodbury, NY 89,000.00- 150,000.00 1 week ago

Stamford, CT 124,000.00- 335,000.00 6 days ago

Woodbury, NY 110,000.00- 149,500.00 1 day ago

Stamford, CT 120,000.00- 205,000.00 1 day ago

Stamford, CT 120,000.00- 205,000.00 2 weeks ago

Melville, NY 120,000.00- 205,000.00 1 day ago

Melville, NY 120,000.00- 200,000.00 1 day ago

Were unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

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, Tax Manager, Client Service, Manager, Tax, Private, Senior

Join to apply for the Tax Senior Manager - Private Client Services role at Vialto Partners

2 days ago Be among the first 25 applicants

Company Description

Vialto Partners is a market leader in global mobility services. Our purpose is to Connect the world. We are the only stand-alone global mobility business, offering a unique opportunity for our clients, stakeholders, and colleagues.

Our teams help companies streamline and manage their global mobility programs efficiently and compliantly, focusing on cross-border compliance and risk assessment for tax, immigration, business travel, rewards, compensation, and remote work.

Working at Vialto Partners means being part of a global, dynamic team. With over 6,500 staff worldwide, we serve clients across various industries and locations. We foster a culture of belonging, encouraging employees to bring their true selves and share their talents, positively impacting communities.

Learn more through our podcast 'On the Move', industry news, and social media channels like LinkedIn and Instagram.

Job Description

We seek a technically skilled, client-focused Senior Manager to join our expanding PCS practice. You will manage U.S. tax compliance and planning services for globally mobile individuals and families, including U.S. citizens abroad, nonresidents with U.S. investments, and cross-border executives.

You will deliver complex tax solutions, lead a team, and support the growth of a high-performing advisory practice in a fast-changing global environment.

Key Responsibilities

• Lead daily client delivery for complex HNWI tax engagements with international components.
• Prepare and review U.S. tax returns and international information reporting (Forms 8938, 3520, 5471, etc.).
• Conduct technical research and advise on trust taxation, foreign investment structuring, and expatriation.

Team Supervision

• Mentor and supervise junior team members, ensuring quality and timely delivery.
• Collaborate with global colleagues across jurisdictions and time zones.

Engagement Management

• Ensure operational excellence in client engagements, including planning, budgeting, and workflow management.
• Contribute to developing internal processes, templates, and knowledge tools.

Qualifications

• CPA, EA, or JD required; MST or LLM a plus.
• 68 years of U.S. private client tax experience, preferably with cross-border exposure.
• Strong knowledge of U.S. international individual tax, trusts, and estate/gift rules.
• Experience managing projects, reviewing technical work, and interacting with clients.
• Desire to grow technically and contribute to practice development.

Why Join Us

• Work with renowned private client tax experts.
• Build a career in a high-growth, entrepreneurial environment.
• Operate in a large, non-federated market space.
• Enjoy competitive compensation with performance bonuses.

Additional Information

• This is a remote role anywhere in the US.
• Salary range: $124,300 - $204,200.
• We are an equal opportunity employer, and AI is used in our application process.