Top 242 Client advisor Jobs in Central Valley Ny

Tax Manager or Director - Private Client Services
PKF O'Connor Davies —Woodcliff Lake, NJ
- $100,000 - $150,000 a year
- Hybrid work
- 7 years
- Management
- CPA
- Profit sharing
- Health savings account
Quick Apply
Tax Expert - Expert Center (Northeast)
Intuit —Middletown, NY
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
Tax Expert - Expert Center (Northeast)
Intuit —Ossining, NY
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
NJ Personal Lines Insurance Customer Service Rep
David M Hundertmark Agency Inc —Pompton Lakes, NJ
- $40,000 - $56,000 a year
- Full-time
- Microsoft Excel
- English
- Mid-level
Quick Apply
Tax Expert - On-Site
Intuit —Middletown, NY
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
12d
Tax Expert - Local Tax Office
Intuit —Middletown, NY
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
12d
Tax Expert - Local
Intuit —Middletown, NY
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
12d
Tax Expert - Local Branch
Intuit —Middletown, NY
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
12d
Tax Expert - Local Tax Office
Intuit —Ossining, NY
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
12d
Tax Expert - On-Site
Intuit —Ossining, NY
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
12d
Tax Expert - Local
Intuit —Ossining, NY
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
12d
Tax Expert - Local Branch
Intuit —Ossining, NY
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
12d
Diagnostic Technician
Express Recalibrations —Newburgh, NY
- $55,000 - $70,000 a year
- Full-time
- Background check
- 18 years or older
- Customer service
- Paid training
- Health insurance
Quick Apply
Sales Representative
Northwestern Mutual —Poughkeepsie, NY
- $62,000 - $137,000 a year
- Full-time
- Sales
- Customer service
- Office
- Disability insurance
- Health insurance
Quick Apply
Investment Advisor
Maridea Wealth Management —Ridgewood, NJ
- $100,000 - $120,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Health insurance
- Dental insurance
Quick Apply
Branch Manager
KeyBank —Tarrytown, NY
- $69,000 - $105,000 a year
- Full-time
- Public speaking
- No high school diploma
- Research
Quick Apply
HHA Home Health Aide Weekend Cases
White Glove Community Care —Orangeburg, NY
- $18.65 an hour
- Part-time
- Spanish
- English
- Home Health
- Paid holidays
- Health insurance
Quick Apply
B2B Outside Sales Representative
Pella Windows and Doors —Westchester County, NY
- $60,000 - $200,000 a year
- Full-time
- Sales
- Mid-level
- Residential
- Travel reimbursement
- Mileage reimbursement
Quick Apply
23h
Insurance Advisor - BASE + Commission
BOD Services Inc —Spring Valley, NY
- $45,000 - $68,000 a year
- Full-time
- Spanish
- Mentoring
- US work authorization
- Health insurance
- Paid time off
Quick Apply
3d
PCA Certified Personal Care Aide IMMEDIATE START
White Glove Community Care —New City, NY
- $18.64 an hour
- Part-time
- Spanish
- English
- US work authorization
- Health insurance
- Employee discount
Quick Apply

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client advisor jobs near central valley ny

Tax Manager or Director - Private Client Services

PKF O'Connor Davies -
Woodcliff Lake, NJ

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Job Details

$100,000 - $150,000 a year

Benefits

Profit sharing
Health savings account
AD&D insurance
Paid holidays
Health insurance
Dental insurance
401(k)
Paid time off
Parental leave
Vision insurance
Life insurance

Qualifications

Customer relationship building
Management
Public accounting
Team leadership
Partnership tax expertise
Microsoft Office
Bachelor's degree
Accounting firm experience
Bachelor's degree in accounting

Full Job Description

About PKF O’Connor Davies

PKF O’Connor Davies is a top-ranked accounting, tax, and advisory firm with offices across the U.S. and internationally through our PKF global network. For over a century, we have built our reputation on deep industry expertise, a personalized approach, and a commitment to delivering real value to our clients.

Our mission is to provide exceptional service while fostering long-term relationships built on trust and integrity. We serve a diverse client base across industries and sectors, helping organizations and individuals navigate complex challenges with confidence.

At PKF O’Connor Davies, culture is at the heart of who we are. We believe our team members are our greatest asset, and we invest in their growth and success through mentorship, professional development, and continuous learning opportunities. Our goal is to foster a collaborative environment where diverse perspectives are valued, innovation is encouraged, and team members can make an impact. We are also committed to supporting work–life balance, offering flexibility and resources to help our team members grow their careers while maintaining fulfilling personal lives.

If you are looking for a career where you can grow, contribute, and be part of a firm that values both excellence and community, PKF O’Connor Davies is the place for you!

We are seeking a Tax Manager or Director to join our growing Private Client Services practice. This role will focus on providing tax compliance, planning, and consulting services to high-net-worth individuals, families, and closely held businesses. The ideal candidate will be a strategic advisor with strong technical expertise, leadership capabilities, and a client-first mindset.

Key Responsibilities

Lead and manage tax compliance and consulting engagements for high-net-worth individuals, family offices, and closely held entities.
Review complex tax returns, including individual (1040), partnerships, S-corporations, trusts, estates, and gift tax returns.
Provide advanced tax planning strategies related to income, estate, gift, and wealth transfer taxes.
Serve as a primary point of contact for clients, building and maintaining strong long-term relationships.
Identify tax-saving opportunities and provide proactive advisory services.
Manage, mentor, and develop tax managers and staff; review work and provide technical guidance.
Collaborate with partners on practice development and client growth initiatives.
Participate in business development efforts, including networking, proposal development, and client presentations.
Stay current on tax law changes and ensure compliance with all applicable regulations.

Qualifications

Must be able to work in the office a minimum of 3 days per week.
Bachelor's degree in Accounting from an accredited college/university required.
Active CPA license or EA certification required.
MST, JD, or LLM in Taxation a plus.
7-10 years of progressive tax experience in public accounting, with a focus on high-net-worth individuals, family offices, or private client services.
Deep technical expertise in individual, partnership, trust, and estate taxation.
Proficient with MS Office Suite and tax research platforms (e.g., CCH Tax, Engagement or similar).
Proven experience managing client relationships and leading engagements
Strong leadership, communication, and interpersonal skills
Experience working with complex, multi-entity structures and high-volume K-1 environments preferred.

Compensation & Benefits:

The compensation for this position ranges from $100,000 - $150,000. Actual compensation will be dependent upon the specific role, office location as well as the individual’s qualifications, experience, skills, and certifications.

At PKFOD, we value our team members and are committed to their success and well-being. As part of our comprehensive benefits and compensation package, we offer:

Medical, Dental, and Vision plans
Basic Life, AD&D, and Voluntary Life Insurance
401(k) plan and Profit-Sharing program
Flexible Spending & Health Saving accounts
Employee Assistance, Wellness, and Work-life programs
Commuter & Parking benefits programs
Inclusive Parental Leave Benefits
Generous Paid Time Off (PTO)
Paid Firm Holidays
Community & Volunteering programs
Recognition & Rewards programs
Training & Certification programs
Discretionary Performance Bonus

Eligibility for benefits is determined based on position, hours worked, and other criteria. Specific details will be provided during the hiring process.

Applicants must be currently authorized to work in the United States on a full-time basis.

We are unable to provide visa sponsorship now or in the future.

PKFOD is an equal opportunity employer. The Firm is committed to providing equal employment opportunity to all persons in connection with hiring, assignment, promotion, compensation or other conditions of the employment relationship regardless of race, color, age, sex, marital status, disability, pregnancy, citizenship, philosophy/religion, national origin, sexual orientation, gender identity, military or veteran status, political affiliation or belief, or any other status protected by federal, state or local law.

#LI-KE1

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.

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Refine Your Search

client advisor jobs in central valley ny

Tax Manager or Director - Private Client Services

Tax Expert - Expert Center (Northeast)

Tax Expert - Expert Center (Northeast)

NJ Personal Lines Insurance Customer Service Rep

Tax Expert - On-Site

Tax Expert - Local Tax Office

Tax Expert - Local

Tax Expert - Local Branch

Tax Expert - Local Tax Office

Tax Expert - On-Site

Tax Expert - Local

Tax Expert - Local Branch

Diagnostic Technician

Sales Representative

Investment Advisor

Branch Manager

HHA Home Health Aide Weekend Cases

B2B Outside Sales Representative

Insurance Advisor - BASE + Commission

PCA Certified Personal Care Aide IMMEDIATE START

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