- Morgan Stanley (New York, NY)
- …of Morgan Stanley that administers over $500 billion of hedge fund, family office and private equity assets. Using the Firm's proprietary, globally ... 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 ... generously according to market benchmarks and also includes an equity component. Cherry on-top, the team has an excellent...extensions for individual, partnership and fiduciary returns for the family office + Review income tax returns… more
- Robert Half Finance & Accounting (CA)
- …If interested, please contact Yuzo Shimura on LinkedIn at Robert Half Title: Family Office Accountant Location: East Bay, flexible hybrid schedule Salary: ... Benefits About the Company: The company is a renowned private equity firm that has a strong...tax regulations. + Identify and manage risks to the family 's wealth, including insurance and asset protection strategies. +… more
- Robert Half Finance & Accounting (Lafayette, CA)
- …or Email for fastest consideration for this opportunity. Join a top-tier private equity firm as a Family Office Accountant, where you'll support ... charitable giving, and wealth transfer planning + Ensure all family office activities meet regulatory standards Requirements...years of experience with high-net-worth clients + Knowledge of private equity and tax rules + Bachelor's… more
- Citigroup (Beverly Hills, CA)
- …& the client sales cycle + Treasury management experience with Financial Firms, Real Estate, Family Office , Private Equity firms + Knowledge of and ... detail and consistent follow-up skills + Proficiency in MS Office , Salesforce CRM, internet applications & pipeline reporting systems...: Yes, up to 50% of the time **Job Family Group:** Private Client Product Services **Job… more
- Love's Travel Stops & Country Stores (Oklahoma City, OK)
- …least one year of experience in an investment related field ( private equity , endowment, foundation, family office , investment research and/or investment ... Capital is the Oklahoma City-based private investment office for the Love family . Our vision... family offices as we focus exclusively on private investing, including private equity ,… more
- Morgan Stanley (Purchase, NY)
- …administers over $550 billion of private fund (hedge fund, private equity , and family office ) assets. Using the Firm's proprietary, globally ... agency and investor services using an online Investor Portal; middle and back- office support; and integrated portfolio analytics. Morgan Stanley Fund Services is… more
- Deloitte (Columbus, OH)
- …every sector of the industry, including hedge funds, private equity , investment partnerships, alternative products, family offices, mutual funds, ... or must be willing and able to obtain: + Licensed CPA in state of practice/primary office if eligible to sit for the CPA + If not CPA eligible: + Licensed attorney… more
- Deloitte (Columbus, OH)
- …every sector of the industry, including hedge funds, private equity , investment partnerships, alternative products, family offices, mutual funds, ... One of the following active accreditations obtained: + Licensed CPA in state of practice/primary office if eligible to sit for the CPA + If not CPA eligible: +… more
- RELX INC (New York, NY)
- Are you looking for an alternative legal career as an SME in private funds legal practice and investment management law? Do you want to work remotely in a supportive ... Role As Content Manager, you will apply your subject matter expertise in private funds legal practice and investment management laws to Practical Guidance. You'll… more
- American Family Insurance - Corporate (Madison, WI)
- …Specialist supports the investment activities of the Private Markets front office which include private equity funds, co-investments, commercial mortgage ... Working within the Private Markets Operations team, the Private ...WI) work arrangement based on your location. At American Family Insurance, we believe people are an organization's most… more
- Citizens (New York, NY)
- …Private Bank services a range of clients, including high-net-worth individuals, private equity , venture firms, their managing partners and employees, ... Description Citizens Private Bank is opening a Private Bank Office in New York, as...marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national… more
- Robert Half Finance & Accounting (Palo Alto, CA)
- …income tax returns for various individual, partnership, and fiduciary returns for the family office . + Managing client relationships. + Planning for and ... and annual extensions for individual, partnership and fiduciary returns for the family office . + Researching tax-related issues and responding to tax notices. +… more
- BlackRock (New York, NY)
- … private markets platform serves investors seeking outperformance in infrastructure, private debt, private equity , real estate and multi-alternatives ... plus + Investment and markets background, ideally with experience in credit, closed-end private equity -style products for global investors. + Ability to develop… more
- Citizens (New York, NY)
- …Private Bank services a range of clients, including high-net-worth individuals, private equity , venture firms, their managing partners and employees, ... Description Citizens Private Bank is opening a Private Bank Office in New York as...marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national… more
- The Hartford (Hartford, CT)
- …too. Join our team as we help shape the future. Senior Investment Analyst, Private Credit Sector Senior Investment Analyst in the Private Credit Sector will ... maintain surveillance and oversight for certain credits within the private placement investment portfolio. This role will have a...with the expectation of working in our Hartford, CT office 3 days a week (Tuesday through Thursday). This… more
- US Bank (Columbus, OH)
- …skills and discover what you excel at-all from Day One. **Job Description** Private Wealth Management (PWM) Private Banking is responsible for developing, ... managing, and retaining full service relationships with high income/high net worth private banking clients. Provides advice, counsel, and high level customer service… more
- Bank of America (San Francisco, CA)
- …the more complex Private Bank clients which typically include Family Office , Real Estate, Private Equity and Business Owners. **Responsibilities:** * ... 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
- Neuberger Berman (Chicago, IL)
- …of strategies-including equity , fixed income, quantitative and multi-asset class, private equity and hedge funds-on behalf of institutions, advisors and ... in this philosophy, the Firm has successfully deployed its rapidly growing Private Residential Real Estate Debt platform across a diverse spectrum of income-focused… 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 ... **Business Title:** Tax Manager/Senior Manager, Private Client **Requisition Number:** 113215 - 77 **Function:**...growth, experience, and institutional knowledge of the Closely Held Business/ Family Office tax practice team members Additional… more