Top 66 Tax specialist Jobs in Commack Ny

Client Service Associate / Wealth Management Operations Specialist
Asset Management Group Inc —Stamford, CT
- $75,000 - $90,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
Clinical Services Specialist
Central Nassau Guidance and Counseling Services —Plainview, NY
- Up to $35.16 an hour
- Full-time
- School experience
- Mid-level
- Master's degree
- Paid holidays
- Disability insurance
Quick Apply
Bilingual Customer Service Specialist (Spanish)
Sherwin-Williams —Patchogue, NY
- $20 an hour
- Weekends as needed
- 18 years or older
- Merchandising
- High school diploma or GED
- Paid parental leave
- Disability insurance
3d
Bilingual Customer Service Specialist (Spanish)
Sherwin-Williams —Massapequa, NY
- $20 an hour
- Weekends as needed
- 18 years or older
- Merchandising
- High school diploma or GED
- Paid parental leave
- Disability insurance
Workplace Services Specialist (Route-Based)
Marché NYC —Farmingdale, NY
- $30 - $35 an hour
- Full-time
- Clean driving record
- Driver's License
- In-person
- Health insurance
- Paid time off
Quick Apply
Tax Specialist
Sampson Business Solutions —Sayville, NY
- $70,000 - $85,000 a year
- Full-time
- CPA
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
UHNW Tax Specialist, Family Office
Point72 —Stamford, CT
- CPA
- Analysis skills
- Bachelor's degree
- Health insurance
- Tuition reimbursement
4d
Tax Specialist, Private Credit
Point72 —Stamford, CT
- CPA
- Research
- Bachelor's degree
- Health insurance
- Tuition reimbursement
Client Services Specialist
Moneco Advisors —Fairfield, CT
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Tax Campaign Marketer Lead Specialist
Deloitte —Jericho, NY
- $76,600 - $157,200 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Marketing
7d
Account Services Specialist I - Alternative Funds
Ultimus Fund Solutions —Hauppauge, NY
- $50,000 - $60,000 a year
- Full-time
- Remote
- Mid-level
- Office
- Analysis skills
Quick Apply
Part-Time Loss Prevention Service Specialist
KOHLS —Massapequa, NY
- $17 - $24 an hour
- Part-time
- Communication skills
- Entry level
- Disability insurance
- Dental insurance
10d
IT Service Desk Specialist
Personal Touch Home Care —North New Hyde Park, NY
- $70,000 - $75,000 a year
- Full-time
- Research
- Mid-level
- Office
- Disability insurance
- Health insurance
Quick Apply
4d
Investment Services Support Specialist
Teachers Federal Credit Union —Hauppauge, NY
- $23.50 - $27.00 an hour
- Full-time
- Background check
- Pass drug screening
- Research
- Dental insurance
- 401(k)
Quick Apply
Sr. EHS Specialist, Energy & Service
Tesla —Bethpage, NY
- $76,000 - $162,000 a year
- Full-time
- 3 years
- Travel
- Senior level
- Commuter assistance
- Health savings account
INSTRUCTIONAL TECHNOLOGY SPECIALIST - ADULT DAY SERVICES
Brightway Living & learning —Smithtown, NY
- $62,400 a year
- Monday to Friday
- Mid-level
- Office
- Residential
- Paid training
- Health insurance
Quick Apply
CLIENT SERVICES SPECIALIST
Ambassador College Bookstores Inc —Plainview, NY
- $21 - $24 an hour
- Full-time
- Mid-level
- High school diploma or GED
- Quality control
Service Specialist
Connecticut Renaissance, Inc. —Bridgeport, CT
- Full-time
- Writing skills
- Mid-level
- Office
Retirement/HSA Services Specialist
Flagstar Bank —Hicksville, NY
- $18.58 - $28.84 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Office
- Disability insurance
- Health insurance
Client Services Specialist, 3PL
The PCA Group —Melville, NY
- $21 - $25 an hour
- Full-time
- Mid-level
- Communication skills
- Time management
- Paid holidays
- Health insurance
Quick Apply
13d

I want to receive the latest job alert for tax specialist in commack ny

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

tax specialist jobs near commack ny

Client Service Associate / Wealth Management Operations Specialist

Asset Management Group Inc -
Stamford, CT

Quick Apply

Job Details

Full-time
$75,000 - $90,000 a year

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Paid time off
Professional development assistance
Retirement plan

Qualifications

Investment advisory support
Financial planning firm experience
Managing clients in a customer support role
Risk management

Full Job Description

Help Successful Families Build Better Financial Futures

At Asset Management Group, we help individuals and families make confident financial decisions through thoughtful planning, investment management, retirement planning, estate planning, and tax-efficient strategies.

We're looking for someone who enjoys learning, solving problems, building relationships, and making a meaningful difference in the lives of others.

This isn't simply an administrative position—it's an opportunity to become an important member of a close-knit team that values professionalism, kindness, continuous learning, and exceptional client service.

About You

You enjoy bringing order to complexity.

You naturally notice details.

You ask thoughtful questions.

You remain calm when priorities change.

You enjoy working with people and helping them feel well cared for.

You believe there is always a better way to do something and enjoy learning new skills.

Most importantly, you're optimistic, dependable, and genuinely enjoy contributing to a positive workplace.

What You'll Do

Working alongside Financial Planners, you'll help deliver an exceptional client experience by:

Coordinating client meetings and follow-up
Managing client service requests
Preparing account paperwork and transfers
Maintaining client records and workflows
Communicating with clients and custodians
Organizing planning information
Monitoring deadlines and priorities
Identifying opportunities to improve processes

Every day is different, making this an excellent opportunity for someone who enjoys variety and continuous learning.

Our Culture

We believe people do their best work when they enjoy coming to work.

We're professional without being formal.

We support one another, celebrate successes, share ideas freely, and believe that kindness, curiosity, and accountability belong together.

If you're someone who smiles easily, enjoys learning, takes pride in your work, and appreciates being part of a collaborative team, you'll likely feel at home here.

Professional Growth

We're interested in hiring someone who wants to build a long-term career.

As your knowledge and responsibilities grow, opportunities may include:

Senior Client Service Associate
Client Relationship Manager
Operations Management
Paraplanning
CFP® Professional Track
Financial Planning

We invest in training because we believe people with curiosity, character, and initiative continue to grow throughout their careers.

Qualifications

We're more interested in aptitude, attitude, and character than finding someone who has held this exact title before.

Ideal candidates will have:

3+ years of professional experience
Excellent communication skills
Strong organizational ability
High attention to detail
Technology aptitude
Ability to learn quickly
Professional maturity
A positive, client-first attitude

Experience in financial, investment, or risk management services is required.

Why This Position Is Still Available

We've had the opportunity to meet many talented people.

We're simply looking for someone whose abilities, personality, and values genuinely complement our team.

We're willing to be patient because we hope this person will build a long-term career with us.

If this sounds like the kind of environment where you would thrive, we'd enjoy hearing from you.

Pay: $75,000.00 - $90,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Health savings account
Paid time off
Professional development assistance
Retirement plan

Application Question(s):

Are you within a 30 minute commute of Stamford?
Is there anything else you would like us to know that may not be reflected on your resume?
What type of environment allows you to perform at your highest level:
Structured and process-driven
Fast-paced and constantly changing
Independent with minimal oversight
Highly collaborative and team-oriented

Have you remained at your current or most recent employer for at least 2 years?
What attracted you to this position instead of the hundreds of other administrative or client service positions currently available?
What do you hope to know or be able to do professionally five years from now that you cannot do today?

Work Location: In person

Quick Apply

Refine Your Search

tax specialist jobs in commack ny

Client Service Associate / Wealth Management Operations Specialist

Clinical Services Specialist

Bilingual Customer Service Specialist (Spanish)

Bilingual Customer Service Specialist (Spanish)

Workplace Services Specialist (Route-Based)

Tax Specialist

UHNW Tax Specialist, Family Office

Tax Specialist, Private Credit

Client Services Specialist

Tax Campaign Marketer Lead Specialist

Account Services Specialist I - Alternative Funds

Part-Time Loss Prevention Service Specialist

IT Service Desk Specialist

Investment Services Support Specialist

Sr. EHS Specialist, Energy & Service

INSTRUCTIONAL TECHNOLOGY SPECIALIST - ADULT DAY SERVICES

CLIENT SERVICES SPECIALIST

Service Specialist

Retirement/HSA Services Specialist

Client Services Specialist, 3PL

I want to receive the latest job alert for tax specialist in commack ny

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected