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United States
Posted On Sep 07, 26
Full-time 43 views Experience : Min 9 yrs required
Job Tags:
banking Estate Planning Insurance wealth management wealth transfer
Job Tags:
banking Estate Planning Insurance wealth management wealth transfer

Title: Wealth Strategist - Executive Director Job Responsibilities: - Deliver the firm's wealth planning resources to clients and prospective clients. - Assist clients in identifying, prioritizing, and achieving long-term goals. - Serve as an internal and client-facing advocate for the Wealth Strategy Engagement Model...

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Posted On Sep 07, 26
Full-time 24 views
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management

Title: . Private Bank – Private Banker – Vice President or Executive Director Job Responsibilities: - Manage and maintain relationships with clients by earning their trust, thoroughly understanding their needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. -...

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Posted On Sep 10, 26
Full-time 11 views Experience : 5-8 yrs required
Job Tags:
company policies criminal family Insurance partnerships private equity Securities Taxation
Job Tags:
company policies criminal family Insurance partnerships private equity Securities Taxation

Title: Manager/Senior Manager, Real Estate Tax Services Job Responsibilities: - Manage a portfolio of clients of varying size and scope; act as the point of contact for internal and external clients; build and manage client relationships - Oversee teams of tax...

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Posted On Sep 10, 26
Full-time 5 views Experience : Min 2 yrs required
Job Tags:
company policies criminal Energy family Insurance private equity Taxation
Job Tags:
company policies criminal Energy family Insurance private equity Taxation

Title: Senior Associate, NYFS SALT AM Job Responsibilities: - Participate in multi-state alternative investment firms (hedge fund, fund to funds, private equity, real estate) with state and local tax issues including compliance, advising, planning, and controversies - Engage with multi-state...

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Posted On Sep 10, 26
Full-time 3 views Experience : Min 2 yrs required
Job Tags:
company policies criminal Energy family Insurance private equity Taxation
Job Tags:
company policies criminal Energy family Insurance private equity Taxation

Title: Senior Associate, State & Local Tax - Financial Services Job Responsibilities: - Participate in multi-state alternative investment firms including hedge funds, fund to funds, private equity, and real estate, addressing state and local tax issues such as compliance, advising, planning, and...

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Posted On Sep 10, 26
Full-time 5 views Experience : Min 2 yrs required
Job Tags:
company policies criminal Energy family Insurance private equity Taxation
Job Tags:
company policies criminal Energy family Insurance private equity Taxation

Title: Senior Associate, NYFS SALT AM Job Responsibilities: - Participate in multi-state alternative investment firms, including hedge funds, fund to funds, private equity, and real estate, addressing state and local tax issues such as compliance, advising, planning, and controversies. -...

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Posted On Sep 10, 26
Full-time 6 views Experience : 5-5 yrs required
Job Tags:
company policies criminal Energy family Insurance private equity
Job Tags:
company policies criminal Energy family Insurance private equity

Title: Manager, State & Local Tax - Financial Services Job Responsibilities: - Participate in compliance and consulting projects for multi-state alternative investment clients including hedge funds, funds of funds, private equity, and real estate. - Collaborate as part of a...

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Posted On Sep 10, 26
Full-time 3 views Experience : 5-5 yrs required
Job Tags:
asset management company policies criminal Energy family Insurance private equity
Job Tags:
asset management company policies criminal Energy family Insurance private equity

Title: Manager, SALT Asset Management Job Responsibilities: - Participate in compliance and consulting projects for multi-state alternative investment clients, including hedge funds, fund of funds, private equity, and real estate. - Work as part of a multi-disciplinary team providing subject matter expertise and...

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Posted On Sep 10, 26
Full-time Experience : Min 5 yrs required
Job Tags:
asset management company policies criminal Energy family Insurance private equity
Job Tags:
asset management company policies criminal Energy family Insurance private equity

Salt Asset Management The candidate will participate in compliance and consulting projects for multi-state alternative investment clients (hedge fund, fund of funds, private equity, real estate). Work as part of a multi-disciplinary team helping to provide subject matter/alternative investment industry...

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Posted On Sep 10, 26
Full-time Experience : Min 2 yrs required
Job Tags:
company policies Corporate Taxation criminal family Insurance Partnership partnerships REITs Taxation
Job Tags:
company policies Corporate Taxation criminal family Insurance Partnership partnerships REITs Taxation

Title: Senior Associate, NYFS RE Tax Services Job Responsibilities: - Provide tax compliance and advisory services to real estate businesses operating as REITs, partnerships, and corporations. - Work as part of a multi-disciplinary team to provide industry knowledge and experience....

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Posted On Aug 27, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Trusts and Estates - General Probate
Job Tags:
banking Estate Planning family fiduciary shareholders Taxation
Practice Area:
Trusts and Estates - General Probate
Job Tags:
banking Estate Planning family fiduciary shareholders Taxation

Title: Trust Officer I (TO I), Private Bank Job Responsibilities: - Engage in fiduciary oversight activities, proactively identifying issues and coordinating trust administrative matters by partnering with internal groups including the Office of Chief Fiduciary, Wealth Strategies Group, Portfolio Oversight Group, Tax...

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Posted On Jul 16, 26
Full-time 1 views Experience : Min 4 yrs required
Job Tags:
family finance H-1B Profit Sharing regulatory compliance
Job Tags:
family finance H-1B Profit Sharing regulatory compliance

Services Tax - Real Estate Manager The candidate will act as a strategic consultant, helping organizations manage their tax obligations while navigating the complexities of the global tax environment. Help the Financial Services clients navigate the frequently changing tax landscape,...

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Posted On Aug 13, 26
Full-time Experience : Min 6 yrs required
Job Tags:
Ethics family finance H-1B Profit Sharing RICO wealth management
Job Tags:
Ethics family finance H-1B Profit Sharing RICO wealth management

Services Tax - Real Estate Senior Manager Duties: The candidate will play a pivotal role in guiding clients through the complexities of tax compliance and strategic consulting. Help clients navigate the ever-evolving tax landscape, advise on local and international tax...

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Posted On Aug 13, 26
Full-time 1 views Experience : Min 8 yrs required
Job Tags:
Ethics family finance H-1B Profit Sharing regulatory compliance wealth management
Job Tags:
Ethics family finance H-1B Profit Sharing regulatory compliance wealth management

Services Tax - Real Estate Director Duties: The candidate will be playing a pivotal role in guiding clients through the intricate landscape of tax obligations, both locally and internationally. Within the Tax practice, will be providing strategic consulting on business...

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Posted On Aug 20, 26
Full-time 2 views Experience : Min 2 yrs required
Job Tags:
asset management Ethics family finance H-1B Profit Sharing regulatory compliance
Job Tags:
asset management Ethics family finance H-1B Profit Sharing regulatory compliance

Title Financial Services Tax - Real Estate and Infrastructure Transactions Senior Associate Job Responsibilities - Advising clients on local and international tax affairs to optimize business strategies. - Managing tax compliance processes and preparing tax documents for financial services clients....

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Posted On Aug 20, 26
Full-time 2 views Experience : Min 4 yrs required
Job Tags:
family finance H-1B Profit Sharing wealth management
Job Tags:
family finance H-1B Profit Sharing wealth management

Title Financial Services Tax - Real Estate and Infrastructure Transactions Manager Job Responsibilities - Advising clients on local and international tax affairs with a focus on strategic business analysis and capital management. - Managing tax compliance and structuring for financial...

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Posted On Aug 25, 26
Full-time 1 views Experience : Min 6 yrs required
Job Tags:
Ethics family finance H-1B Profit Sharing wealth management
Job Tags:
Ethics family finance H-1B Profit Sharing wealth management

Services Tax - Real Estate Senior Manager The candidate will guide clients through the complexities of tax compliance and strategic consulting. Help clients navigate the ever-evolving tax landscape, advising on local and international tax affairs, and providing insights into business...

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Posted On Aug 26, 26
Full-time 1 views Experience : Min 4 yrs required
Job Tags:
family finance H-1B Profit Sharing regulatory compliance
Job Tags:
family finance H-1B Profit Sharing regulatory compliance

Services Tax - Real Estate Manager The candidate will act as a strategic consultant, helping organizations manage their tax obligations while navigating the complexities of the global tax environment. Lead teams and manage client accounts, focusing on strategic planning and...

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Posted On Aug 31, 26
Full-time 1 views Experience : Min 2 yrs required
Job Tags:
asset management Ethics family finance H-1B Profit Sharing regulatory compliance
Job Tags:
asset management Ethics family finance H-1B Profit Sharing regulatory compliance

Title: Financial Services Tax - Real Estate and Infrastructure Transactions Senior Associate Job Responsibilities: - Advising clients on local and international tax affairs to optimize business strategies. - Managing tax compliance processes and preparing tax documents for financial services clients. - Analyzing financial statements...

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Posted On Aug 31, 26
Full-time Experience : Min 4 yrs required
Job Tags:
family finance H-1B Profit Sharing wealth management
Job Tags:
family finance H-1B Profit Sharing wealth management

Title: Financial Services Tax - Real Estate and Infrastructure Transactions Manager Job Responsibilities: - Advising clients on local and international tax affairs with a focus on strategic business analysis and capital management. - Managing tax compliance and structuring for financial services clients, addressing...

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