- Deloitte (Stamford, CT)
- … 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 (Stamford, CT)
- … 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
- Citizens (New York, NY)
- …large and complex financial services organization with an understanding of how private wealth management businesses serve ultra-high-net-worth clients + ... Citizens' Wealth business and build-out of Citizens Private Bank, which integrates wealth management...estate & trust planning, insurance & asset protection, and tax planning and preparation, both internally and externally. This… 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
- 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 ... is an important part of our culture. Morgan Stanley Wealth Management (MSWM) is one of the...a financial services firm (including a bank, broker-dealer or private equity fund). > Experience with capital markets and… 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 (Melville, 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
- Citizens (Melville, NY)
- …Other Professional Credentials + Minimum of 10 years in leadership capacity, preferably in Wealth Management . + Knowledge of banking and wealth management ... culture of continuous coaching, professional development, and ongoing practice management support. As a Private Client Market...our clients save and grow their assets in a tax efficient way, manage debt effectively, secure their income… 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
- JPMorgan Chase (New York, NY)
- … spectrum. It includes the Private Bank, JP Morgan Securities, and Chase Wealth Management . The Wealth Management Insurance and Retirement Solutions ... Specialist will provide support to advisors across JP Morgan Private Bank on utilizing life insurance solutions to meet...and service support needs of the product. JP Morgan Wealth Management serves clients across the entire… more
- KPMG (Stamford, CT)
- **Business Title:** Senior Associate, International Tax Asset Management **Requisition Number:** 119464 - 20 **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 (Stamford, CT)
- **Business Title:** Senior Manager/Manager Asset Management International Tax **Requisition Number:** 112416 - 20 **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
- US Tech Solutions (New York, NY)
- …Officer prepares all necessary tax authority filing requirements for clients of Private Wealth Management , either directly or through outsourced vendor ... and external constituents. Fiduciary knowledge is a plus in this role. Responsibilities: Tax Management & Advisory Review federal and state estate, fiduciary,… more
- Deloitte (Stamford, CT)
- …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
- Morgan Stanley (New York, NY)
- …an important part of our culture. The Tailored Lending ("TL") Group within Morgan Stanley Wealth Management Private Banking Group is seeking an Asset Manager ... conducts its business through three principal business segments-Institutional Securities, Wealth Management ("WM"), and Asset Management...The WM network includes almost 16,000 Financial Advisors and Private Wealth Advisors - one of the… more
- Morgan Stanley (New York, NY)
- …an important part of our culture. The Tailored Lending ("TL") Group within Morgan Stanley Wealth Management Private Banking Group is seeking a CRE Asset ... conducts its business through three principal business segments-Institutional Securities, Wealth Management ("WM"), and Asset Management...The WM network includes almost 16,000 Financial Advisors and Private Wealth Advisors - one of the… more
- Morgan Stanley (New York, NY)
- …financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees ... opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** *Vice President, CDF Real Estate… 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