Private Client Services

Private Client Services Finance Jobs

3 jobs found

1mo ago

Financial Services - Private Client Services - Tax Senior Manager

EY New York, NY

New York, NY

1mo ago Closed

$132k - $343k/yr Full time Manager Senior Accounting

This position is no longer accepting applications (closed Sep 12, 2026).

Job Description

In EY’s Financial Services organization, this Private Client Services role centers on delivering high-quality personal and private tax guidance to business owners, private wealth stakeholders, and high net worth individuals and families. You will oversee complex tax processes from planning through execution, while advising on wealth transfer, governance, and multijurisdictional and cross-border matters.

Based in New York, NY (onsite), the position involves client engagement leadership, technical review of complex tax returns, and coordination with specialists across related tax disciplines to develop comprehensive solutions.

What you’ll do

Lead the delivery of tailored tax advice and compliance solutions for complex family and business structures.
Support clients with wealth transfer, succession planning, and governance strategies.
Address the challenges of multijurisdictional families and cross-border tax matters.
Review complex individual tax returns and provide income tax planning and advisory services to high net worth individuals and families.
Collaborate with specialists in International Tax, State and Local Tax, and Asset Management to deliver end-to-end client solutions.
Manage and deliver complex processes, solutions, and projects with a consistent focus on quality and risk management.
Own budget, delivery, and performance for complex workstreams to meet performance objectives.
Build and manage client relationships, including activities related to revenue generation and commercial relationship management.
Provide leadership and direction to teams, including Managers, across multiple activities to achieve performance objectives.
Use analysis and best practices to develop solutions for complex problems and contribute to thought leadership, meeting locally set performance objectives and metrics.
Manage client engagements daily, including planning, execution, and closure.
Research tax issues, translating complex information into client-ready insights and deliverables.
Maintain and expand technical expertise by staying current with tax developments and best practices.
Apply judgment in selecting methods, techniques, and evaluation criteria; develop solutions for complex problems.
Recommend changes to policies and establish procedures that affect the immediate work area and possibly the wider business function.

Education & experience

Bachelor’s degree required (4-year) in accounting; a master’s degree is preferred.
Minimum 8 years of work experience in professional services or a professional tax organization.
Thorough understanding of estate and wealth planning.
Experience with federal and state personal and trust income tax.

Licenses

CPA license or Licensed Attorney is required.

Key skills

Excellent collaboration and negotiation skills, with the confidence to challenge senior colleagues and stakeholders across diverse backgrounds.
Thorough understanding of automated tax processing systems and relevant laws within your technical specialization.
Strong ability to manage and deliver complex processes, solutions, and projects while maintaining focus on quality and risk management.
Experience building and managing client relationships, including commercial relationship management and revenue-related activities.
Proven leadership and direction for teams across multiple activities to achieve performance objectives.
Deep insight in a function or specialism through analysis and knowledge of best practices.
Track record of meeting performance objectives and metrics across areas such as client service, quality and risk management, sales and business growth, solution development, and teaming.

Benefits and compensation

Comprehensive compensation and benefits package rewarded based on performance and recognition of value to the business.
Base salary range (all US geographic locations): $132,100 to $301,600.
Base salary range (New York City Metro Area, Washington State, and California excluding Sacramento): $158,500 to $342,700.
Total Rewards package includes medical and dental coverage, pension, 401(k) plans, and a wide range of paid time off options.
Team-led and leader-enabled hybrid model: most people in external, client-serving roles work together in person 60% of the time over the course of an engagement, project, or year.
Flexible vacation policy to determine personal vacation time based on circumstances.
Time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence.

Analytical and decision-making scope

Perform high-quality review of complex tax returns.
Demonstrate extensive knowledge and experience handling hedge fund and private equity K-1s.
Research tax issues to develop effective tax planning strategies and produce client-ready insights and deliverables.
Maintain and enhance technical expertise by staying current with tax developments and best practices.
Exercise judgment in selecting methods, techniques, and evaluation criteria; develop solutions to complex problems.
Recommend changes to policies and establish procedures affecting the immediate work area and possibly the business function within the department.

Additional preferences

A proven record in high net-worth tax planning.
A proven record in a professional services environment.
Strong analytical skills and attention to detail.
Experience leading engagement delivery and managing engagement economics.
Ability to develop resource plans and budgets for large-scale projects.
Experience collaborating with senior management, including providing input on performance evaluations and hiring.
Familiarity with global regulatory compliance and advanced tax technology solutions.

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2mo ago

Private Client Investment Associate

JPMorganChase New York, NY

New York, NY

2mo ago Closed

$28 - $39/hr Full time Client Management Client Relations Client Service

This position is no longer accepting applications (closed Aug 7, 2026).

Job Description

Benefits and culture

Location: New York, NY onsite. JPMorgan Chase Wealth Management offers a comprehensive benefits package and a collaborative, inclusive culture designed to support client service excellence and professional growth.

Health care coverage
On-site health and wellness centers
Retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

The role sits within a team that prioritizes client focus, collaboration, and a commitment to diversity and inclusion, supported by a broad investment platform and leading digital tools.

Responsibilities

Support Advisors' book of business by processing operational requests such as account openings, money movement, and investment trades in a timely and accurate manner
Build and sustain client relationships by handling requests, resolving issues, and providing current information
Assist Advisors with ongoing wealth planning for clients
Manage referral sources and contribute to new lead generation
Support relationship and account reviews and promote firm services to deepen client relationships
Prepare timely and accurate performance reports
Actively participate in risk management, including Know Your Customer procedures, account reviews, and inquiries
Support operational procedures and compliance requirements, including completion of required forms and documentation
Prioritize daily work, track progress, and consistently meet deadlines
Foster a positive team culture

Requirements

A valid and active Series 7 license is required or can be obtained within 120 days of employment
If you were registered after October 1, 2018 you must also hold a valid and active Securities Industry Essentials (SIE) exam
A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment

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5mo ago

VP, Relationship Manager- PCS

Ocean Bank Miami, FL Hybrid

Miami, FL

5mo ago Closed

Full time Manager Banking Business Development

This position is no longer accepting applications (closed Apr 24, 2026).

Job Description

Ocean Bank seeks a VP, Relationship Manager- PCS for a hybrid role based in Miami, FL, within Private Client Services.

Responsibilities

Drive business growth by leading the service delivery model strategy for their respective market.
For new loan opportunities, take applications, gather required documentation and financial information, and collaborate with department management, credit underwriting teams, and credit committees to move deals from application to closing.
Manage and review active loan portfolios to ensure past due loans and technical exceptions stay within Ocean Bank’s loan policy acceptable levels; ensure timely performance of loan annual reviews.
Monitor overdrawn and uncollected accounts and manage past due loan payments.
For deposit relationships, monitor account activity and manage accounts in uncollected or overdraft status.
Ensure customer profile information and documentation remain current, including W-9 and W-8BEN, CIP documentation, core and supporting bank documents, updated financial statements, client profile information, and other support documentation.
Perform due diligence on BSA/KYC write-ups and profiles; conduct customer interviews to profile clients and to comply with BSA, KYC and other bank policies; respond to BSA requests.
Ensure efficiency with customers’ accounts across all bank products.
Continually identify and analyze new products or initiatives that would enhance the service provided to the customer.

Requirements

Bachelor’s Degree in Business Administration, Accounting or Finance.
Five years of banking-related experience in product sales and lending.
Knowledgeable in bank operations, new accounts, relationship management, payment processing, wire transfers, debits/credits, overdraft/uncollected management, past due loan management, and related activities.
Combination of education and experience will be considered.

Technologies

Excel
Word
Outlook

Soft Skills

Advanced understanding and experience with commercial banking or private banking relationships and experience interacting with high-net worth clients.
In-depth knowledge of the Bank Secrecy Act/AML and related regulations.
Experience working in a sales team with high quality service advocacy.
Ability to visit prospective clients within a designated market area to achieve sales objectives.
Knowledge of how to complete and maintain a comprehensive KYC client profile.
Strong understanding of banking laws and applicable compliance regulations.
Established contact or client portfolio is required.
Excellent organizational, interpersonal, time management, written and verbal communication skills (English and Spanish).
Proficiency in MS Office applications.

Preferred Experience

Associate’s degree with a minimum of seven years banking-related experience in product sales and sales servicing to customers in commercial or international/private banking.

Licenses and Certifications

Investment licensing Series 7 preferred.

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