- M&T Bank (New York, NY)
- …+ Maintain a thorough understanding of the systems and procedures of the Fiduciary Tax area and participate in training within and outside the ... and participates in preparing a limited number of complex Fiduciary and other income tax returns, where...assigned staff in the completion of timely and accurate tax returns for wealth clients. + Provide… more
- Deloitte (Stamford, CT)
- …about a career with Deloitte's growing Private Wealth practice! What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will perform ... during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services. Qualifications Required: + Ability to perform job… more
- Deloitte (Stamford, CT)
- …about a career with Deloitte's growing Private Wealth practice! What you'll do As a Tax Senior Manager in our Private Wealth Tax practice, you will ... during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services. Qualifications Required + Ability to perform job… more
- Truist (Greenwich, CT)
- …relationship advisor for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships through needs-based, ... high-level client service and through delivery of the full suite of Truist Wealth solutions. Accomplished and highly proven at acquiring new clients by leveraging… more
- JPMorgan Chase (New York, NY)
- …Private Bank Advisors to help clients make well-informed decisions and achieve their goals. The Senior Tax Strategist will report directly to the Head of Tax ... Engage directly with clients and prospects who have complex tax and wealth structuring situations, in conjunction...Knowledge of income taxes, transfer taxes, estate planning and fiduciary law, as well as related fields of law,… more
- Tompkins Community Bank (Mount Kisco, NY)
- …in-depth knowledge of portfolio construction, asset allocation, liquidity preferences and tax issues. + Encourage spirited, diverse and independent thinking among ... reviews and others as scheduled. + Verify that investments are of fiduciary quality and within departmental guidelines. + Monitor accounts for over-concentration of… more
- Neuberger Berman (New York, NY)
- …to provide comprehensive client service and administrative / operational support to a Senior Fiduciary Officer in the administration of trust, estate, and ... investment management accounts. **Responsibilities:** + Communicate directly with Private Wealth clients to build and deepen relationships. + Receive and fulfil… more
- City National Bank (New York, NY)
- …As the CNR Business Lead for all Operational Risk matters. Represent CNR in all Senior Wealth Management Risk Committee matters. Work with CNB Risk Officer to ... not limited to, regulatory provisions (eg, FINRA, SEC, OCC, CCPA, GLBA), fiduciary duty standards, litigation, employment law, procedures, rules, contracts, tax … more