- Citizens (Tarrytown, NY)
- Description The Private Wealth Management Tax Administrative Assistant plays a role at every stage of the tax compliance process. As a PWM Tax ... Qualifications, Education, Certifications and/or Other Professional Credentials + Effective Time Management and organization + Experience utilizing CRM Tax … more
- Deloitte (New York, NY)
- … Wealth practice! What you'll do As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level reviews of tax research ... lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services. Qualifications...public accounting experience (at least 3 years in investment management ) or equivalent in law firms or industry +… more
- Deloitte (New York, NY)
- … Wealth practice! What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax research of ... during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services. Qualifications Required: + Ability to perform job… more
- Bank of America (New York, NY)
- … Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Private Wealth Management Regional Managing Director (RMD). The PWCRM ... (SPWCRM) to support the ongoing development of the Elite Growth Practice roles, Private Wealth Management Client Associates, and the Operations staff.… more
- CIBC (New York, NY)
- …CPA, CFP, JD + 10+ years experience in portfolio management , personal tax , wealth management , financial planning. + Comprehensive knowledge of investment ... Investment Advising, People Management , Profitability Management , Risk Management and Mitigation, Wealth Management At CIBC, we are in business to… more
- Robert Half Finance & Accounting (New York, NY)
- …* Conduct analysis and execute projects for client portfolios ranging from investment management to wealth transfer and tax planning * Generate ... portfolio or wealth advisory experience at a wealth manager, RIA or private bank. Must...Manhattan office. Key responsibilities for this VP Portfolio and Wealth Advisory role include client relationship management ,… more
- JPMorgan Chase (Jersey City, NJ)
- … spectrum. It includes the Private Bank, JP Morgan Securities, and Chase Wealth Management . The Wealth Management Insurance and Retirement Solutions ... and achieve peace of mind in retirement by offering tax -advantaged asset growth, guaranteed income, and financial security for...Management at JP Morgan (Chase Wealth Management , JPMorgan Advisors, and the Private Bank)… more
- JPMorgan Chase (New York, NY)
- …than 160 years of experience, JP Morgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and ... Private Bank is involved with every facet of wealth management , including investments, liquidity and credit... management , including investments, liquidity and credit management , and tax and estate planning. Our… more
- Bank of America (New York, NY)
- …with Advisors or Relationship Managers in client solicitation efforts and generating wealth management strategies for our U/HNW clients and prospects. Develop ... private planning business succession, global asset allocation, risk management and retirement planning. May also author whitepapers, articles and other… more
- JPMorgan Chase (New York, NY)
- … Bank** JP Morgan Private Bank is a global leader in wealth management , providing top-tier advice, services, capabilities, and products to ultra-high net ... worth individuals and families across 36 countries. Our Private Bank offers highly customized solutions to address the... wealth , leveraging our expertise in discretionary investment management , brokerage, tax and estate planning, credit,… more
- JPMorgan Chase (New York, NY)
- …and estate planning documents for the Wealth Advisor to review. Coordinate with private banking, wealth management teams and internal resources on client ... DESCRIPTION: Duties: Support Wealth Advisors responsible for the development, design and...asset classes, market indices, and Monte Carlo Simulation; Risk management and insurance including life insurance, long term care,… more
- Citizens (New York, NY)
- …creating a culture of continuous coaching, professional development and ongoing practice management support. As a Citizens Private Client Relationship Manager, ... Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified Financial Planners(R), create the Citizens...help clients save and grow their assets in a tax -efficient way, manage debt effectively, secure their income to… more
- KPMG (New York, NY)
- **Business Title:** Senior Associate, International Tax Asset Management **Requisition Number:** 112458 - 68 **Function:** Tax Services **Area of Interest:** ... firm. KPMG is currently seeking a Senior Associate, International Tax Asset Management to join our International...with a focus on asset managers, real estate funds, private equity funds, sovereign wealth funds, and… more
- KPMG (New York, NY)
- **Business Title:** Manager/Senior Manager, Asset Management International Tax **Requisition Number:** 112416 - 68 **Function:** Tax Services **Area of ... a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers...clients with a focus on asset managers, hedge funds, private equity funds, sovereign wealth funds and… more
- Deloitte (New York, NY)
- …members are fully dedicated to serving non-profit clients, and others also specialize in Private Wealth or Corporate business tax services. Deloitte's Global ... Does working with tax -exempt organizations peak your interest? Are you a...serving non-profit clients including health care providers or plans, private foundations, public charities, higher educational institutions and other… more
- TIAA (New York, NY)
- …supervision, this job conducts complex market and industry analysis to best inform wealth management decisions and to align client investment objectives and risk ... profiles with portfolio decisions. **Key Responsibilities and Duties** + Monitors wealth management databases, maintains client records and conducts ad-hoc… more
- Deloitte (New York, NY)
- …regulatory offerings and expertise to serve the spectrum of wealth management clients, including retail broker-dealers, retail and private banks, investment ... consumer or corporate banking, investment banking or capital markets, investment management , wealth management , trust company, insurance provider,… more
- Morgan Stanley (New York, NY)
- Morgan Stanley's Private Wealth Management (PWM) Division focuses on the ultra-high net worth (UHNW) client segment. For over 40 years, PWM has served the ... of the team, the candidate will work closely with Private Wealth Advisors and analysts on the...and recommendations including: * Cash flow modeling and liquidity management * Estate, gift, and generation skipping tax… more
- Deloitte (New York, NY)
- …regulatory offerings and expertise to serve the spectrum of wealth management clients, including retail broker-dealers, retail and private banks, investment ... by financial services clients across sectors, including banking, capital markets, retail wealth management , investment management , and insurance. The unique… more
- Morgan Stanley (Purchase, NY)
- …financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees ... trading strategy and volume discussions. * Lead 10b5-1 Plan implementation discussions with Private Wealth Advisors, Issuers and Client (seller) to discuss Plan… more