- 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 (Boca Raton, FL)
- …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
- 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
- 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
- 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
- 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
- Regions Bank (Nashville, TN)
- …Planning or relevant experience including direct client interaction to deliver fiduciary services (financial, tax , philanthropic and estate planning and advice, ... administration of trust accounts + Demonstrated knowledge of fiduciary products and services , including legal, tax and regulatory requirements applicable to… more
- Commerce Bank (Dallas, TX)
- …of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration ... growth. This will be achieved by being the single point of contact for Private Banking clients; providing concierge level personal service and providing a full… more
- JPMorgan Chase (Miami, FL)
- The JP Morgan International Private Bank, which includes both the Ultra High Net Worth and High Net Worth businesses, offers individuals and families personalized, ... objectives, you will help ensure that their estate, income, tax , philanthropic, and other planning needs on a global...single family offices on issues relating to establishment, expansion, services and other matters + Help bankers and other… 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
- Commerce Bank (St. Louis, MO)
- …of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration ... main purpose of this job is to support the Private Client Advisors (PCA's) who are accountable for the...are accountable for the delivery of wealth management advisory services to high-net worth clients of Commerce Trust. Essential… 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
- PNC (Louisville, KY)
- …our employees feel respected, valued and have an opportunity to contribute to the company 's success. As an Estate Settlement Advisor Sr. within PNC Private Bank ... real estate and personal property, tangible and intangible; management of court filings, tax filings, and other legal documents as needed in the administration of an… 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 (Garden City, KS)
- …of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration ... main purpose of this job is to support the Private Client Advisors who are accountable for the delivery...are accountable for the delivery of wealth management advisory services to high net worth clients of Commerce Trust.… more