- Robert Half Finance & Accounting (Lafayette, CA)
- …LinkedIn or Email for fastest consideration for this opportunity. Join a prominent global private equity firm located in the East Bay as a Senior Tax Analyst! Enjoy ... net worth individuals within the firm and manage fiduciary returns for the family office as needed. + Formulate plans and complete quarterly income tax estimates… more
- Citigroup (New York, NY)
- …and/or licenses. **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family :** ... affects the overall performance and effectiveness of the sub-function/job family . **Responsibilities:** + Actively identify prospects and establish contact with… more
- Citigroup (New York, NY)
- …and capabilities. **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family :** ... cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations regarding what...in line with the fundamental interests of the Citi Private Bank. + Help team members acquire the experience… more
- Citigroup (Miami, FL)
- …Series 7, Series 66 (or 63 + 65) required (or obtained within 120 days) **Job Family Group:** Private Client Coverage **Job Family :** Private Banker ... The Private Banker Sr. Lead is a strategic professional...cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations regarding what… more
- Citigroup (Chicago, IL)
- …& 66 (or 63 & 65) + BA plus relevant financial services experience required. **Job Family Group:** Private Client Coverage **Job Family :** Private Banker ... **HNW Private Bankers at Citi develop and deepen client...that knowledge to develop tailored wealth management strategies. HNW Private Bankers are able to add value to clients… more
- Morgan Stanley (New York, NY)
- …subsidiary of Morgan Stanley that administers over $500 billion of hedge fund, family office and private equity assets. Using the Firm's proprietary, globally ... is seeking a tax senior manager to service hedge fund, private equity and family office clients. The position requires strong accounting, tax, computer,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …message me directly on LinkedIn - Jeffrey Abrams A prestigious and fast-growing private equity firm is building out their Partner Services function and hiring a ... and annual extensions for individual, partnership and fiduciary returns for the family office + Review income tax returns for various individual, partnership and… more
- Citigroup (Beverly Hills, CA)
- …to the S7) **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Product Services **Job Family :** ... resource management and allocation of work within the team/project.The Private Bank at Citi (CPB) is part of the... Bank delivers solutions to help meet the individual, family and business needs of over 10,000 ultra-high net… more
- Citigroup (Chicago, IL)
- …to the S7) **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Product Services **Job Family :** ... decisions that determine technical approaches and strategies for the area. Citi Private Bank's objective is to further enhance its ability to build relationships… more
- BMO Financial Group (Newport Beach, CA)
- …+ Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. + MBA ... Provides advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional client experience. Demonstrates an understanding of and care for the client through proactive… more
- Citigroup (Washington, DC)
- …to the S7) **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Product Services **Job Family :** ... and integration across units. Provides input into strategic decisions affecting job family or function within a region or business. Full management responsibility of… more
- KPMG (Philadelphia, PA)
- …financial matters + Direct tax compliance and consulting services for multi-generational family and private -equity backed businesses through to owner-managed and ... **Business Title:** Tax Manager/Senior Manager, Private Client **Requisition Number:** 113215 - 77 **Function:** Tax Services **Area of Interest:** **State:** PA… more
- Citigroup (New York, NY)
- …business generation **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Product Services **Job ... Specialist is a Subject Matter Expert ("SME") in the private aviation industry who will closely with the Aircraft...The target candidate is a recognized expert within the private aviation industry with strong industry ties including aircraft… more
- Cherry Bekaert (Louisville, KY)
- …personal compliance and business tax planning services to partnerships, heads of families, family businesses, private equity fund owners, as well as high net ... managing, and preserving businesses and wealth, including asset protection, family government services, estate and succession, planning sensitive wealth transfers,… more
- KPMG (Melville, NY)
- …+ Contribute to the growth, process improvement, and institutional knowledge of the Private Enterprise/ Family Office tax practice + Mentor, coach, and manage a ... **Business Title:** Tax Manager, Family Office Partnerships **Requisition Number:** 112703 - 67 **Function:** Tax Services **Area of Interest:** **State:** NY… more
- Robert Half Finance & Accounting (Wilkes Barre, PA)
- …within a family office setting: + 5+ years of accounting experience - public/ private mix ideal. + Family Office experience a plus + Bachelor's in accounting ... exciting newly created opportunity! Our client, a newly created family office working in tandem with a well-established, best...This position provides a unique opportunity to assist the family office across several different areas as the needs… more
- Eagle Security Group (Manalapan, FL)
- …At least 5 years of close protection or executive protection experience, preferably for a private family . Up to 2 years may be substituted with EMT certification ... with the client. Position requires complying with all concealed carry and private security regulations in the State of Florida. DUTIES & RESPONSIBILITIES: +… more
- Bank of America (San Francisco, CA)
- …is an extension of the Private Bank team working with the more complex Private Bank clients which typically include Family Office, Real Estate, Private ... Treasury Sales Officer II ( Private Banking) San Francisco, California **Job Description:** At...is responsible for delivery of integrated treasury solutions to ** Private Bank** clients. Partner closely with client-facing teammates to… more
- Citigroup (New York, NY)
- …continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the ... 7 & 66 Required **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family :** … more
- Citigroup (New York, NY)
- …research and investment guidance. Our Wealth business serves ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the ... The Wealth Private Bank (ex-Trust) Control Testing Team is responsible...preferred. Primary Locations: + London, New York City **Job Family Group:** Risk Management **Job Family :** Business… more