Tax Private Client Services Jobs in New Hyde Park

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Full-time 50 views Experience : Min 10 yrs required

Title: Experienced Trusts & Estates Attorney - Estate Administration Experience: Minimum 10 years of Trusts & Estates Administration experience Department: Trust and Estate Group Salary: Competitive with major NYC firms Law Firm Seeking Experienced Trusts & Estates Attorney...

Full-time 64 views Experience : 1-2 yrs required

of estate administration Law Firm Seeks Jr. Associate for Trusts & Estates Practice Our nationally renowned Trust and Estate group is seeking a Jr. Associate to join our team. We provide high level and complex tax, estate pl...

Full-time 52 views Experience : Min 5 yrs required

Trust and Estate group, which is nationally recognized for providing high-level and complex tax, estate planning, and asset... preservation services. The clientele includes executives... from major public and private companies, real estate developers... and investors, successful entrepreneurs and business own...

Posted On Sep 23, 26
Full-time 45 views Experience : 2-5 yrs required

Title: Estate Administration Paralegal Job Responsibilities: The primary responsibilities of the Estate Administration Paralegal include managing various aspects of trust and estate administration. This involves direct communication with clients, their family members, accountants, and financial advisors. The role requires the preparation and...

Full-time 10 views Experience : 2-3 yrs required

Job Title: Tax Associate Job Responsibilities: The Tax Associate... handling a range of tax-related matters within the law... responsibilities include: - Managing federal tax controversy issues. - Handling income,... estate, and gift tax matters. - Working with tax-exempt... organizations. - Engaging in corporate... and partnership taxation. -...

Posted On Sep 22, 26
Full-time 30 views Experience : Min 8 yrs required

Title: Tax Senior Manager, Private Client... Group Department: Private Client Group Supervises: Tax Managers Role Type: Full-time Location: New... in New York City, Long Island, and Florida, providing expert financial advisory services across a diverse range... of industries. Their offerings include a full ran...

Posted On Sep 15, 26
Full-time 6 views Experience : Min 5 yrs required

Job Title: Tax Manager Job Responsibilities: - Be a... the team providing various tax, accounting, and advisory services... to clients. - Oversee and... provide services pertaining to accounting, bookkeeping,... and prepared or compiled financials. - Review and analyze accounting records and/or reporting with clients,...

Posted On Sep 15, 26
Full-time 5 views Experience : Min 5 yrs required

Job Title: Tax Manager - Private Wealth Job... a trusted advisor delivering tax and business advisory services... and tax compliance to small business... clients, particularly within the private wealth sector. - Work closely... with firm leadership to serve clients and contribute to...

Full-time 2 views Experience : Min 5 yrs required

Associate or Partner - Tax Practice Group Job Responsibilities: - Conduct... extensive tax research, focusing on complex... tax issues and innovative solutions. -... Engage in regular client contact, managing projects to... ensure timely and and state and local tax outcomes. - Compose formal and......

Full-time 2 views Experience : Min 2 yrs required

Job Title Tax Associate Job Responsibilities The Tax Associate will work collaboratively... of federal and state tax matters. These responsibilities include: -... client memoranda, correspondence, and tax-related documents. - Engaging in partnership,... LLC, joint venture, and closely held business planning. - Assisting with mergers, acquisitions, reorganizations,...

Posted On Aug 10, 26
Full-time 1 views Experience : Min 2 yrs required

Job Title Tax Senior Associate [Private Client... Services] Job Responsibilities - Serve as... engagement lead on specific client accounts. - Take responsibility... Prepare various types of tax returns, including business tax... returns such as 1120,... 1120S, 1065, trust return 1041, and...

Full-time 1 views Experience : Min 3 yrs required

Job Title: Tax Expert - TurboTax Store Job... proactive outreach. - Provide hands-on tax advice and complete preparation... services for TurboTax clients, handling... simple to complex tax situations, including personal and... business income, deductions...

Posted On Aug 06, 26
Full-time 1 views

Title: Senior Paralegal Supervisor / Practice Manager – Trusts & Estates Job Responsibilities: 1. Practice Management & Supervision: - Supervise, train, and mentor paralegals, legal assistants, and administrative staff. - Oversee workflow, case assignment, and prioritization of matters across the practice. -...

Posted On Sep 14, 26
Full-time 1 views Experience : Min 15 yrs required

alignment with advisor and client needs across the organization. -... Assess the current landscape of planning tools, identify gaps in adoption, functionality, and advisor experience, and develop a multi-year roadmap for improvement. - Drive advisor adoption and engagement by modeling best practices,...

Posted On Sep 14, 26
Full-time 30 views Experience : Min 6 yrs required

Senior Tax Manager - Private Client... Services (Hybrid) ID ... 2025-6702 Job the Boundless Horizons of Tax, Valuation, and Business Expertise... into the world of Tax, Valuation, and Business Advisory.... global presence among professional services organizations. You'll embark on......

Posted On Sep 23, 26
Full-time 2 views Experience : 15-15 yrs required

Job Title: Tax Partner - Private Client... Services (PCS) Job Responsibilities: - Serve as... businesses by leading complex tax compliance and consulting engagements... on federal, state, and local tax returns, ensuring technical excellence... and risk management. - Proactively advise clients on tax...

Posted On Sep 23, 26
Full-time Experience : Min 3 yrs required

Job Title: Tax Experienced Senior, Private Client... Services Job Responsibilities: A Tax Experienced Senior in Private... Client is tasked with delivering tax compliance and consulting services... include: - Participating in tax and consulting engagements to... and address client needs, tax planning, and consulting opportunities.......

Posted On Sep 23, 26
Full-time 1 views Experience : 1-6 yrs required

Job Title: Tax Manager - Financial Services... for managing and coordinating tax compliance and advisory work... Federal, Multi-National, Multi-State Partnership tax returns. - Lead client relationships... on day-to-day tax matters, supporting partners with... and development of extended services. - Research and consult on......

Posted On Sep 20, 26
Full-time 2 views Experience : 5-8 yrs required

Manager, Global Executive & Private Clients - Japanese Job Responsibilities:... Support clients in analyzing tax implications of working internationally... and filing income tax returns in multiple jurisdictions.... - Assist clients in operating and globally, including preparing tax withholding calculations, reporting and......

Full-time 28 views

experience. - Handle sophisticated legal matters, including corporate structuring, non-profit formation and governance, real estate transactions, secured lending, commercial disputes, and advanced tax strategy. - Maintain and grow... client relationships through exceptional client... service skills. - Engage with... colleagues and leverage a se...

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