- Wilmington Savings Fund Society (Wilmington, DE)
- …and assistance in the retention of existing business while actively promoting additional services to current clients with Private Wealth Management. The Business ... families.Call on prospective clients, as well as medical, legal, tax and other professional service providers to...community functions and continue to expand their knowledge in private wealth management services including credit, risk… more
- Fidelity TalentSource LLC (Westlake, TX)
- …responsible for working with external investment advisors to assess proposed investments in private equity, real estate, private credit, hedge fund, and other ... operational due diligence reports, and documentation. Collaborate with internal legal and tax teams as needed to support a transaction.Provide in-depth analysis of… more
- Wilmington Savings Fund Society (Wilmington, DE)
- …Wealth specialty or generalist role focused on Wealth Advisory / Trust services , Portfolio Management, Financial Planning, Private Banking or Relationship ... are the premiere, locally headquartered bank and wealth management company in the region and are honored to consistently...people, businesses, and Communities we serve. We Stand For Service (R) is more than part of our name, it's… more
- Fidelity TalentSource LLC (Fairfield, CT)
- …to acquire series 65/66 upon hire) and Life Insurance licenseFinancial Services experience, we recommend five yearsDegree and/or other professional certifications ... Purpose of Your Role You are providing the highest level of customer service to Fidelity s most sophisticated and most valued client. Through frequent communication… more
- KPMG (Atlanta, GA)
- …Group | Atlanta Fall 2024 **Requisition Number:** 118317 - 28 **Function:** Tax Services **Area of Interest:** **State:** GA **City:** Atlanta **Description:** ... **Business Title:** Tax Technician, Global Executive & Private ...in a business environment a plus + Demonstrated quality service mindset; strong technical aptitude, critical thinking skills and… more
- KPMG (New York, NY)
- …Client Group | New York Summer 2026 **Requisition Number:** 117978 - 68 **Function:** Tax Services **Area of Interest:** Campus **State:** NY **City:** New York ... **Business Title:** Tax Intern, Global Executive & Private ...efforts + Build capabilities in key technologies that enable tax professionals for client service delivery such… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …A prestigious and fast-growing private equity firm is building out their Partner Services function and hiring a Senior Tax Advisor to the team. The ideal ... Cherry on-top, the team has an excellent culture and tenure. Primary Responsibilities: Tax Planning + Working with advisors on strategies to minimize tax … more
- KPMG (Virginia Beach, VA)
- **Business Title:** Manager, Business Tax Services - Asset Management **Requisition Number:** 118375 - 105 **Function:** Tax Services **Area of ... is currently seeking a Manager to join our Business Tax Services (https:// tax .kpmg.us/content/ tax /en/index.html)...size and scope within the alternative investment fund industry ( private equity, real estate and/or hedge funds) + Act… more
- Morgan Stanley (New York, NY)
- …RIC tests - Review annual tax returns, K-1s and local filings with help of tax team and tax service providers - Review the tie-out of quarterly/annual ... of the largest global asset management organizations of any full- service securities firm, with more than 40 years of...private credit platform with launch of business development company ("BDC") to complement its current private … more
- Wellington (Boston, MA)
- …including private investment valuation and operations, investment product and fund services , legal & compliance, tax , and information technology to develop ... that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a...with those of our clients. **About the Role** **THE COMPANY ** Tracing our roots to 1928, Wellington Management … more
- JPMorgan Chase (Torrance, CA)
- …having a financial plan. You will work collaboratively with an integrated client service team to provide comprehensive financial planning services . Your role ... The Private Client experience at JP Morgan offers a...central to this, working collaboratively with an integrated client service team to provide clients with a detailed financial… more
- TIAA (Frisco, TX)
- ** Tax Management** Provides consulting and information-sharing tax services for the organization and ensures that all appropriate tax regulations are ... followed. **Key Responsibilities and Duties** + Monitor US and global international tax regulations and reporting obligations and assess the potential impact to … more
- Bank of America (New York, NY)
- …while balancing the risk and exposure for Merrill + Managing the branch's Private Wealth Management Client Associates and Service Support Staff + Representing ... Private Wealth Market Client Relationship Manager New York,...provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …the chance to make a significant impact while advancing your career in in-house tax services and strategy. Compensation, benefits and perks are excellent at this ... company and the team has a truly impressive tenure...tax work papers and returns for hedge funds, private equity funds, real estate funds, and special purpose… more
- JPMorgan Chase (Brooklyn, NY)
- **Posting Description** JP Morgan Alternative Fund Services ("AFS") is part of the Securities Services business group in the Corporate & Investment Bank and is ... the commercialization of the finance and technology teams supporting JP Morgan's various private equity and real estate entities. Our AFS business has over 950… more
- Manulife (Boston, MA)
- **The opportunity** This Manager, Tax position will be responsible for providing tax support to the Private Equity Infrastructure Unit. This will include ... understanding of technology that supports all tax functions, partnership concepts and tax matters. + Knowledge in private equity structures is required. +… more
- Robert Half Finance & Accounting (Atlanta, GA)
- Description INDIRECT TAX MANAGER - Private -Equity backed company in the Fintech industry My client, a global Fintech company that is private -equity ... that will be responsible for managing Sales and Use Tax (SUT), Goods and Services Tax...and Ireland. The successful candidate will work closely with service providers and other accounting and tax … more
- Commerce Bank (Leawood, KS)
- …of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration ... a division of Commerce Bank. About This Job The Private Client Advisor "PCA" is accountable for the delivery...tax , estate settlement, insurance, planning, credit and banking services to meet the client's goals and objectives. Essential… more
- Robert Half Finance & Accounting (Norwalk, CT)
- …The value you bring: + 7+ years' experience within financial services industry ( private equity a plus) & related tax skillset (ie K-1's, corporate & ... The value you bring: + 7+ years' experience within financial services industry ( private equity a plus) & related tax skillset (ie K-1's, corporate &… more
- KPMG (Charlotte, NC)
- …Tax - Asset Management **Requisition Number:** 118382 - 51 **Function:** Tax Services **Area of Interest:** **State:** NC **City:** Charlotte **Description:** ... Tax Asset Management to join our International Tax (https:// tax .kpmg.us/ services /international- tax .html) practice....well as assisting KPMG audit teams with reviewing a company 's financial reporting of tax implications arising… more
