- Deloitte (New York, NY)
- …What you'll do As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high -level reviews of tax research of individual, ... vehicles, charitable pursuits, and closely-held business concerns, while providing solutions to complex tax issues? Do you not only know what AGI & DNI are but… more
- JPMorgan Chase (New York, NY)
- …and/or separate accounts, including broad market, long duration, stable value, intermediate high yield, emerging market debt, short and ultra -short duration, ... billion of assets across the strategies mentioned above. As a High Yield Portfolio Manager within the Global Fixed Income, Currency & Commodities (GFICC) team,… more
- M&T Bank (New York, NY)
- …of Family Wealth, Eastern Region to serve the unique needs of Wilmington Trust's ultra - high net worth (UHNW) clientele and is responsible for managing Wilmington ... to accommodate individual client preferences. Researches trusts & estates, tax and divorce legal issues, reviews and analyzes estate...for clients. + As the primary point of contact/relationship manager , manage all aspects of the relationship in a… more