- Deloitte (San Juan, PR)
- …on May 31, 2026. What You'll Do As a Tax Senior in our Private ...to the client . The Team At Deloitte Tax LLP, our Private Wealth team focuses ... lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services. Qualifications Required: +...3 days per week + 3+ years' experience providing tax planning services or preparing and reviewing client… more
- Grant Thornton (Boston, MA)
- As the Private Wealth Services Tax Senior Associate, you'll perform compliance services for complex tax returns and provide income, estate, and gift ... support to help you excel. You'll collaborate with the Private Wealth Services Tax team and make...tax savings opportunities, focusing on accuracy, quality and client service because together is how we succeed. From… more
- Nuveen Investments (Philadelphia, PA)
- …Level** 9IC **PLEASE NOTE:** TIAA's Senior Portfolio Manager - Private Asset Management is an **individual** client -facing, investment manager opportunity ... **Sr. Portfolio Manager, Private Asset Management** The Sr. Portfolio Manager, ...Management leads the delivery of investment strategies for complex client relationships, bringing a deep understanding of financial markets… more
- Bank of America (San Francisco, CA)
- …the market and manages the market expenses. The MPWCRM partners closely with the Senior Private Wealth Client Relationship Manager (SPWCRM) to support the ... Private Wealth Client Relationship Manager San...procedures + Investment product knowledge (ie, 401K, Options, Annuities, Tax , Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin,… more
- Dorsey & Whitney LLP (Dallas, TX)
- M&A ( Private Equity) Senior Associate or Of Counsel (#926) - Dallas Dorsey & Whitney LLP is seeking a Senior Associate or Of Counsel with private equity ... for this position will have at least five years of experience advising private equity firms and their portfolio companies in a variety of complex transactions,… more
- Commerce Bank (Columbia, MO)
- …This compensation range is for the Private Client Advisor Associate & Senior Private Client Advisor Associate job and contemplates a wide range of ... is a division of Commerce Bank. As a fiduciary and Wealth Management expert the Private Client Advisor Associate's primary responsibility is the support of our … more
- PNC (Nashville, TN)
- …valued and have an opportunity to contribute to the company's success. As a Senior Wealth Strategist within PNC's Private Bank organization, you will be based ... OPT for this position. **Job Description** + Develops, consults on and implements tax , estate and financial plans for clients, including those of the greatest… more
- KeyBank (Tarrytown, NY)
- …Key as the client 's trusted advisor. + Interfaces with other Key Private Bank advisors and team members as necessary to ensure investment advice is integrated ... with all other client plans ( tax , estate planning, retirement, etc.)....and can articulate the competitive advantages of the Key Private Bank platform and process as a Portfolio Strategist.… more
- Principal Financial Group (New York, NY)
- **What You'll Do** We are looking for a Senior Portfolio Associate to join our team! This role is responsible for providing comprehensive operational support to the ... Corporate Private Placements and Infrastructure Debt teams, including trading support,...Debt teams, including trading support, portfolio credit reporting tracking, client portfolio servicing, RFP responses and client … more
- Carollo Engineers (Midvale, UT)
- …design, and construction of water and wastewater facilities. We are seeking a Senior Civil Engineer within our Private Sector Group (Industrial) to support ... after selection + Develops relationships with existing clients and has responsibility for client maintenance at staff level on existing projects + Works closely with… more
- Nuveen Investments (New York, NY)
- **Job Description** + Assist the VP of Tax and Head of Tax with federal, state/local, and international tax compliance oversight, providing tax ... consulting advice to business partners, working with deal teams to maximize tax efficiency of investment structures. + Responsible for managing junior tax … more
- Deloitte (Boston, MA)
- Are you a senior tax professional who wants to...our client 's organization. Our spectrum of business tax services is relevant for public and private ... Services Insurance practice. What you'll do As an Insurance Tax Senior Consultant within the Business ...tax services that are relevant for public and private companies, ranging from project management support, analytical support,… more
- Grant Thornton (Houston, TX)
- …in strategizing on the tax aspects of the transactions + Assist Senior Managers on project development, client pursuit initiatives and the management of ... Grant Thornton is seeking a Transaction Tax Senior Manager to join our...priority accounts + Perform analysis of a client 's tax attributes surrounding certain business events… more
- Epco, Inc. (Houston, TX)
- Analyst, Senior Tax - 000G93 Description We are seeking a Senior Tax Analyst to join our Family Office tax team. This role offers the opportunity to ... individuals and related entities in a collaborative environment. The Senior Tax Analyst's responsibilities include, but are...firm. + Experience working with high-net-worth individuals or a private client background is preferred. + Strong… more
- Edward Jones (St. Louis, MO)
- …being part of a firm where everyone is aligned toward a singular focus: serving the client . And everyone is working to make the firm better together - as they grow ... the products and services that align with this target client 's interests. This team player will develop strategies that...with agencies and other firm stakeholders. * Partner with senior firm leaders and matrixed teams to bring our… more
- Deloitte (Pittsburgh, PA)
- Tired of Tax Compliance and Busy Season? Are you a tax specialist with experience in federal/ tax and or partnership tax compliance who is frustrated with ... the traditional role in tax compliance? You're not an expert in technology, but...really like technology. If you have a passion for client consultation, improving computational software applications and proprietary solutions,… more
- Wipfli LLP (Lincolnshire, IL)
- …Proven expertise in overseeing complex client engagements and delivering high-quality client service + Ability to develop tax planning strategies for clients ... + Manage and conduct high level review of complex tax returns for our individual clients and trust returns...fees, execution, and delivery + Develop and maintain strong client relationships by providing exceptional service and understanding their… more
- M&T Bank (Timonium, MD)
- …footprint. **Overview:** A member of the Commercial Credit team that partners with senior team members supporting the duties of underwriting and the on going ... and financial information, including but not limited to financial statements, tax returns, due diligence reports, credit bureaus, appraisals, internal credit… more
- Deloitte (Chicago, IL)
- …impact and efficiency within our client 's organization. Our spectrum of business tax services is relevant for public and private companies and range from ... on May 31, 2026. What You'll Do As a Tax Senior Consultant within the Business ...tax services that are relevant for public and private companies, including tax compliance, tax… more
- Deloitte (Kansas City, MO)
- …department and to create greater impact for their organization. Our spectrum of business tax services is relevant for public and private companies, and range ... Our Business Tax Services ("BTS") practice provides our clients a...on May 31st 2026. What you'll do As a Senior within the Sustainability: Renewable Energy practice, you will… more