183 Customer Service Representatives jobs in Holtsville
Client Services Coordinator
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1 day ago Be among the first 25 applicants
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This range is provided by Dayton and Sydney. Your actual pay will be based on your skills and experience talk with your recruiter to learn more.
Base pay range$20.00/hr - $5.00/hr
We are a boutique Wealth Management Firm dedicated to helping individuals achieve their financial goals. Our team is passionate about delivering exceptional service, and we are looking for a motivated individual to join us as an Assistant/Client Services Coordinator to three Financial Advisors.
Responsibilities
Administrative Support:
- Managing schedules and calendars for multiple financial advisors.
- Organizing and maintaining client records and documentation.
- Preparing reports, presentations, and materials for client meetings.
Appointment Scheduling:
- Making outbound calls to schedule appointments with leads and existing clients.
- Following up with clients to confirm meetings and address inquiries.
- Maintaining accurate records of communication and appointments.
Client Interaction:
- Assisting with client onboarding processes.
- Providing exceptional customer service and responding to client inquiries.
Operational Support:
- Coordinating with internal teams to ensure timely delivery of services.
- Supporting the financial advisor in tracking and managing workflows.
Qualifications
We are looking for someone who is organized, proactive, and enjoys working with people. The ideal candidate will have:
Education & Experience:
- High school diploma or equivalent required; associates or bachelors degree preferred.
- Previous experience in financial services is a plus.
Skills:
- Excellent communication skills, both verbal and written.
- Strong organizational and multitasking abilities.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
- Comfortable making outbound calls and engaging with clients professionally.
We value our team members and offer a competitive package, including:
- Competitive hourly pay based on experience.
- Performance-based bonuses.
- Opportunity to gain experience in the financial services industry.
- Seniority level Associate
- Employment type Full-time
- Job function Administrative, Business Development, and Customer Service
Referrals increase your chances of interviewing at Dayton and Sydney by 2x
Sign in to set job alerts for Client Services Coordinator roles.Stamford, CT 74,000.00- 80,000.00 2 weeks ago
White Plains, NY 30.00- 35.00 3 weeks ago
Westport, CT 90,000.00- 185,000.00 2 weeks ago
Purchase, NY 55,000.00- 95,000.00 1 week ago
Westport, CT 40,000.00- 50,000.00 1 month ago
White Plains, NY 35.00- 40.00 2 weeks ago
White Plains, NY 67,000.00- 78,000.00 1 week ago
Client Intake & Records Management CoordinatorStamford, CT 55,000.00- 60,000.00 1 week ago
Woodbury, NY 36,980.00- 55,690.00 4 days ago
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#J-18808-LjbffrManager Client Services (Hybrid)

Posted 4 days ago
Job Viewed
Job Description
We are seeking a Manager, Client Services to join our dynamic team of client advocates. In this essential leadership role, you will be a trusted liaison for our clients, cultivating enduring relationships and ensuring their needs are met with excellence. As a champion for superior service delivery, youll collaborate across functions, manage client engagements, and help your team thrive in delivering solutions that exceed expectations.
We are made up of high-performing teams that meet in person to learn and collaborate as needed. This role is considered hybrid, which means youll be assigned to a Broadridge officeandgiven the flexibility to work remotely a few days a week.
Key Responsibilities
+ Develop and nurture productive, professional relationships with key client contacts by consistently providing outstanding support, service, and value.
+ Own and resolve client issues from inception to resolution, offering thoughtful updates and proactive communication throughout the process.
+ Anticipate client needs and reach out with suggestions to help them achieve critical business objectives.
+ Partner with internal teams to articulate client requirements and set clear turnaround expectations.
+ Lead the creation, presentation, and follow-up on business review meetings with clients, collaborating internally to deliver actionable feedback.
+ Work side-by-side with Account Management teams to identify and pursue new business opportunities.
+ Serve as a mentor, escalation point, and role model for Relationship Administrators, directly managing and developing a team.
Required Qualifications
+ BA/BS degree required.
+ Proven experience building strong client relationships with superb written and verbal communication skills.
+ Exceptional organizational skills, attention to detail, and a demonstrated ability to multitask in a fast-paced environment.
+ Strong self-motivation and adaptability to various client needs and dynamic situations.
+ Intermediate to advanced proficiency in Microsoft Office suite (Word, Excel, PowerPoint).
+ Experience supervising or mentoring direct reports.
+ Demonstrated intellectual curiosity, with a commitment to continuous learning and process improvement.
Compensation range: $80,000 - $90,000. Bonus Eligible.
Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.
Please visit for more information on our comprehensive benefit offerings
#LI-DS1 #LI-Hybrid
We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a companyand ultimately a communitythat recognizes and celebrates everyones unique perspective.
US applicants: Clickhere ( to view the EEOC " Know Your Rights " poster.
Disability Assistance
We recognize that ensuring our long-term success means creating an environment where everyone is welcome, where everyone's strengths are valued, and where everyone can perform at their best. Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex (including sexual orientation, gender identity or expression, and pregnancy), marital status, national origin, ethnic origin, age, disability, genetic information, military or veteran status, and other protected characteristics protected by applicable federal, state, or local laws.
If you need assistance or would like to request reasonable accommodations during the application and/or hiring process, please contact us at or by sending an email to .
Broadridge Financial Solutions, Inc. (NYSE: BR) , is a global Fintech leader, delivering technology-driven solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are committed to making a difference ( . Our unique culture is guided by the Service-Profit Chainthe idea that success is mutual, directly connecting employee engagement, client satisfaction, and the creation of stockholder value. We enable better financial lives by providing the critical infrastructure that powers investing, corporate governance and communications . A certified Great Place to Work, Broadridge is part of the S&P 500 Index, employing over 14,000 associates in 21 countries.
LinkedIn ( ( ( Muse ( is committed to creating an engaging workplace for the most talented associates in our industry. We are dedicated to fostering a collaborative, inclusive , and healthy environment that promotes flexibility and accountability. As a leading provider of technology, communications, and data and analytics solutions to businesses around the world, it is critical that we understand, embrace, and operate in a multicultural environment. Every associate has unique strengths, which, when fully appreciated and embraced, allow individuals to perform at their best, leading to our success.
We believe that our associates are our most important asset. Encouraging professional development opportunities is a core part of our culture. Broadridge provides educational opportunities, including formal classes, training programs and events. To enable learning in our hybrid working model, Broadridge has redesigned all development programs for 100% virtual delivery. Our associates have access to 8,500+ online courses covering business, leadership, technical, and function-specific topics through our LinkedIn Learning program.
Tax Manager I Private Client Services
Posted today
Job Viewed
Job Description
Status Category: Full-Time Exempt/Non-Exempt: Exempt Job Code: FS213TC CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast. CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers. Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C. Essential Functions and Primary Duties Serve as client's trusted advisor, demonstrates knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team Manage staff on engagement deliverables (such as financial statements, tax returns, work papers, etc.); complete technical and strategic reviews as a member of the final engagement review team to ensure quality control standards are met; ensure on time delivery and on budget Demonstrate proficient technical skills for handling all client responsibilities, including knowledge of trends, industries, alternatives, etc. Understand the client's organization, procedures and internal policies Responsible for new client development in partnership with upper management; participate in client meetings, presentations and proposal development and meet individual cross serve Manage and retain multiple client relationships, engagements and special projects Develop overall engagement budget Consistently meet charge hour goals Responsible for billing and realization on assigned clients; explain variances Supervise, train and mentor staff; listen and communicate effectively Foster a team environment; demonstrates support of management and decisions and build a positive culture Participate in practice development activities that lead to the generation of new business and the opportunities for cross-serves Additional responsibilities as assigned Preferred Qualifications Master's degree in accounting, Taxation or related field Minimum Qualifications Required Bachelor's degree required; Master's degree preferred in Accounting, Taxation or related field 5 years of experience in public accounting or related field 3 years supervisory experience Must have active CPA or equivalent certification Ability to manage all aspects of client engagements Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally Must be able to travel based on client and business needs Proficient use of applicable technology The annual salary target for this job in this market is $130,000-$165,000. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position. The compensation above is not representative of an employee's total compensation. Beyond income, should you become a full-time team member, you have access to comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program, paid holidays, paid vacation, sick leave and much more. #LI-CL1 #LI-Hybrid CBIZ.Jobs Category: Tax REASONABLE ACCOMMODATION If you are a qualified individual with a disability you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling (toll free) or send an email to . EQUAL OPPORTUNITY EMPLOYER CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit Know Your Rights. Notice to Third-Party Agencies CBIZ does not accept unsolicited resumes from recruiters or agencies. Any staffing/employment agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of CBIZ. CBIZ will have the right to hire that applicant at its discretion and without any fee owed to submitting staffing/employment agency, person or entity. #J-18808-Ljbffr
Tax Manager I Private Client Services
Posted 7 days ago
Job Viewed
Job Description
Serve as clients trusted advisor, demonstrates knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team. Manage staff on engagement deliverables (such as financial statements, ta Tax Manager, Client Service, Manager, Tax, Private, Accounting
Tax Managing Director - Private Client Services
Posted 12 days ago
Job Viewed
Job Description
BDO's Core Purpose is Helping People Thrive Every Day. Our Core Values reflect how we manage our work, our relationships and ourselves. As an employee of the firm, you will live true to our Core Values of people first, being exceptional every day in Client Service, Director, Tax, Private, Client Relations, Technology, Business Services
Tax Senior Manager - Private Client Services (PCS) (Melville)
Posted 12 days ago
Job Viewed
Job Description
Join to apply for the Tax Senior Manager - Private Client Services (PCS) role at EisnerAmper
1 week ago Be among the first 25 applicants
Join to apply for the Tax Senior Manager - Private Client Services (PCS) role at EisnerAmper
Job Description
At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether youre 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 youll 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. 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 and has offices available in the listed locations below.
What it Means to Work for EisnerAmper:
- 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
What Work You Will be Responsible For:
- 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
Basic Qualifications:
- Bachelors Degree in Accounting or equivalent field is required
- 8+ years of tax compliance, specialization in individual, fiduciary, estate and gift taxation
- Recent Public Accounting experience
- CPA or IRS Enrolled Agent Certification required
Preferred/Desired Qualifications:
- Masters 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.
About our Private Client Services (PCS) Team:
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 youre passionate about, but pursue it.
Working with businesses of all sizes and across every industry, our typical client is atypical. Because of this, its 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.
About EisnerAmper:
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:
Preferred Location:
New York
For NYC and California, the expected salary range for this position is between 12000 and 2000. The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law.
Seniority level- Not Applicable
- Full-time
- Finance and Sales
- Accounting
Referrals increase your chances of interviewing at EisnerAmper by 2x
Get notified about new Private Client Manager jobs in Melville, NY .
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#J-18808-LjbffrTax Senior Manager - Private Client Services (PCS) (Melville)
Posted 12 days ago
Job Viewed
Job Description
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 and has offices available in the listed locations below.
What it Means to Work for EisnerAmper: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 is required
8+ years of tax compliance, specialization in individual, fiduciary, estate and gift taxation
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 orany protected characteristics under federal, state, or local law.
About our Private Client Services (PCS) Team: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.
About EisnerAmper: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:
#LI-AW1
#LI-Hybrid
Preferred Location:
New YorkFor NYC and California, the expected salary range for this position is between
12000and
2000The range for the position in other geographies may vary based on market differences.The actual compensation will be determined based on experience and other factors permitted by law.
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Tax Senior Manager | Private Client Services (PCS) (Melville)
Posted 12 days ago
Job Viewed
Job Description
Status Category:
Full-Time
Exempt/Non-Exempt:
Exempt
Job Code:
FS214TC
Marcum LLP is thrilled to announce that we are now part of CBIZ and CBIZ CPAs, a partnership that unites us with one of the nation's top accounting and advisory providers. As part of this new chapter, we are pleased to confirm that you'll still be working with the same dedicated team and receiving the same high-quality service you've come to rely on.
CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 21 major markets coast to coast.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.
Essential Functions and Primary Duties
- Demonstrates thorough technical knowledge of accounting standards and reporting standards in researching, completing and reviewing technical areas.
- Identifies tax risk management issues and proposes potential solutions through research and collaboration with Engagement Partner
- Reviews tax procedures, engagement workpapers and financial statements without supervision
- Completes thorough review of tax workpapers on a timely basis and assures audit evidence is in accordance with firm's documentation standards
- Reviews advanced level return from a detail and top-side perspective
- Reviews required communications to the client, ensuring their completeness, accuracy and compliance with Firm and professional guidelines
- Addresses questions on advanced technical accounting matters from team members and upper-level client management
- Monitors that tasks are assigned and completed on a timely basis and reviews workflow
- Oversees Seniors and Staff coordinating the day-to-day duties of planning, tax work, and wrap-up
- Manages multiple assignments inside an engagement
- Communicates with Director and/or Partner on work status and client issues that arise
- Conducts research, consults with team members, draws conclusions and prepares memos based on target issues
- Performs a detailed review of team's workflow and monitors that tasks are assigned and completed on a timely basis; supervises, trains and mentors staff
- Acts as primary client contact and liaison for complex issues that staff are unable to resolve; communicates effectively with clients and develops positive relationships with client personnel
- Leads small to medium sized engagements with finalized document and report requiring minimal change upon review
- Identifies opportunities to leverage staff including designing staffing structure of engagement
- Stays current on technical and industry developments and standards while evaluating potential impacts on their client engagements
Preferred Qualifications
- Master's degree in accounting or taxation
- 7+ years of relevant work and industry experience within Private Client Services
- Prior experience reviewing Form 990
- Prior experience managing engagements and clients
- Formal mentoring relationships with all levels of staff
- Ability to work independently, but also work well with others
- Software Experience - CCH ProSystem, Microsoft Office 365 preferred
Qualifications Required
- Bachelor's degree required
- 8 years experience in public accounting or related field
- 5 years supervisory
- Must have active CPA or equivalent certification
- Ability to manage all aspects of client engagements
- Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
- Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
- Proficient use of applicable technology
- Must be able to travel based on business needs
The annual salary target for this job in this market is $160,000 - $195,000. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position.
The compensation above is not representative of an employee's total compensation. Beyond income, should you become a full-time team member, you have access to comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program, paid holidays, paid vacation, sick leave and much more.
#LI-DNI
CBIZ.Jobs Category: Tax REASONABLE ACCOMMODATION If you are a qualified individual with a disability you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling (toll free) or send an email to . EQUAL OPPORTUNITY EMPLOYER CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit Know Your Rights. Notice to Third-Party Agencies CBIZ does not accept unsolicited resumes from recruiters or agencies. Any staffing/employment agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of CBIZ. CBIZ will have the right to hire that applicant at its discretion and without any fee owed to submitting staffing/employment agency, person or entity.
Tax Senior Manager, Trust & Estate - Private Client Services (PCS) (Melville)
Posted 9 days ago
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Job Description
Join to apply for the Tax Senior Manager, Trust & Estate - Private Client Services (PCS) role at EisnerAmper
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Job Description
At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether youre 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 youll love from top to bottom we give you the tools you need to succeed and the autonomy to reach your goals.
Job Description
At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether youre 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 youll 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 specializing in Trust & Estate to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with the capacity to efficiently oversee multiple client engagements. Furthermore, the ideal candidate will possess strong leadership skills and the aptitude to foster professional growth among our staff. This position offers flexibility in terms of office location, as EisnerAmper follows a hybrid working model and has offices available in the locations listed below.
What it Means to Work for EisnerAmper:
- 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
- Numerous Employee Resource Groups (ERGs) to support our Diversity, Equity, & Inclusion (DE&I) efforts
- Responsible for overseeing tax planning and compliance functions for individuals, trusts, estates, and related entities, ensuring accuracy and compliance with tax laws and regulations.
- Provide expert tax planning and advisory services to clients, including wealth transfer strategies, charitable planning, and estate planning.
- 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
- Bachelors Degree in Accounting or equivalent field is required
- 8+ years of tax compliance, specialization in individual, fiduciary, estate and gift taxation
- Recent Public Accounting experience
- CPA or IRS Enrolled Agent Certification required
- Masters Degree in Taxation or relevant field
- Experience using GoSystems or CCH Axcess tax software
About our Private Client Services (PCS) Team:
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 youre passionate about but pursue it.
Working with businesses of all sizes and across every industry, our typical client is atypical. Because of this, its 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.
About EisnerAmper:
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:
Preferred Location:
New York
For NYC and California, the expected salary range for this position is between
12000
and
2000
The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law.
Seniority level
- Seniority level Not Applicable
- Employment type Full-time
- Job function Accounting/Auditing and Finance
- Industries Accounting
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Job Description
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 specializing in Trust & Estate to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with the capacity to efficiently oversee multiple client engagements. Furthermore, the ideal candidate will possess strong leadership skills and the aptitude to foster professional growth among our staff. This position offers flexibility in terms of office location, as EisnerAmper follows a hybrid working model and has offices available in the locations listed below.
What it Means to Work for EisnerAmper: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
Numerous Employee Resource Groups (ERGs) to support our Diversity, Equity, & Inclusion (DE&I) efforts
Overseeing tax planning and compliance functions for individuals, trusts, estates, and related entities, ensuring accuracy and compliance with tax laws and regulations.
Providing expert tax planning and advisory services to clients, including wealth transfer strategies, charitable planning, and estate planning.
Leading the review of complex tax returns and maintaining regular communication with clients.
Cultivating and nurturing relationships with clients, staff members, and external vendors.
Providing training and supervision to staff, including reviewing and evaluating their work.
Occasional local travel to clients' locations may be required.
Actively soliciting new client relationships and participating in seminars to expand networking opportunities.
Staying updated on changes in tax laws, regulations, and standards, and applying new knowledge to client engagements.
Collaborating with other tax professionals to coordinate efforts and ensure effective service delivery.
Holding self and team accountable for achieving developmental goals.
Bachelor's Degree in Accounting or related field
8+ years of experience in tax compliance, specializing in individual, fiduciary, estate, and gift taxation
Recent Public Accounting experience
CPA or IRS Enrolled Agent Certification
Master's Degree in Taxation or relevant field
Experience with GoSystems or CCH Axcess tax software
We value diversity and strive to create inclusive environments where colleagues can succeed. EisnerAmper is proud to be an Equal Opportunity Employer. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, age, marital status, disability, or other protected characteristics.
About our Private Client Services (PCS) Team:The PCS team connects family-owned, closely held businesses and high net worth individuals with solutions to meet their financial goals. We foster a culture of accountability, teamwork, creativity, and genuine care, providing proactive solutions for our clients' future.
About EisnerAmper:EisnerAmper is a leading accounting, tax, and advisory firm with approximately 450 partners and 4,500 employees worldwide. We help clients navigate pressing issues today and position them for success tomorrow.
Our clients include financial institutions, startups, public companies, high net worth individuals, and more across various industries. For accommodations during the application process, please email
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