• Private Wealth Relationship Manager

    Bank of America (New York, NY)
    Private Wealth Relationship Manager New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Private-Wealth-Relationship- Manager \_25040296) **Job Description:** Merrill Wealth Management is a leading… more
    Bank of America (10/01/25)
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  • Tax Manager - Renewable Energy

    Deloitte (New York, NY)
    …for this role ends on June 1, 2026 Work you'll do: As a Manager within the Sustainability: Renewable Energy practice, you will advise clients on tax issues ... to identify process improvements and opportunities for new services. The Manager will ensure accurate, timely completion of deliverables. The ideal candidate… more
    Deloitte (08/23/25)
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  • Tax Manager - Real Estate

    Deloitte (Jericho, NY)
    …should consider a career in Deloitte's Real Estate Services Tax practice as a Tax Manager . Recruiting for this role ends on May 31, 2026. What You'll Do Deloitte Tax ... estate joint ventures and operating partnerships. As a Tax Manager within the Investment Management - Real Estate Tax...+ Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of… more
    Deloitte (08/21/25)
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  • Tax Manager - Insurance Tax

    Deloitte (New York, NY)
    Are you a strategic and creative tax manager who likes leading teams to solve complex federal tax issues? Do phrases like "accounting for income taxes," "tax ... (Insurance Industry) practice! Work You'll Do As a Tax Manager within the Business Tax Services Insurance group, you...+ Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as Masters of… more
    Deloitte (08/18/25)
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  • Key Private Bank Sr Relationship Manager

    KeyBank (Tarrytown, NY)
    …through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client promise acting as the ... business financial data gathered through Relationship Reviews, the Customer Relationship Manager (CRM) system, and personal meetings. Captures the client's goals in… more
    KeyBank (07/18/25)
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  • Tax Sr. Manager - Private Wealth

    Deloitte (New York, NY)
    …for this role ends on June 1, 2026 What you'll do As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level reviews of tax research of ... Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as MST, MAcc, JD, or LLM +… more
    Deloitte (09/30/25)
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  • Tax Manager - Mutual Funds

    Deloitte (Jericho, NY)
    …fast-paced environment, we have the career for you! What you'll do As a Tax Manager , you will draw on experience in accounting and taxation to provide tax compliance ... Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as Masters of Tax, JD, and/or LLM… more
    Deloitte (09/21/25)
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  • Tax Manager - Banking & Capital Markets

    Deloitte (New York, NY)
    …a career in Deloitte's Business Tax Services practice! What You'll Do As a Tax Manager within the Financial Services arm of our Business Tax Services group, you will ... Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + 5+ years total corporate tax experience + A bachelor's degree in… more
    Deloitte (09/20/25)
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  • Japanese Service Group (JSG) Tax Manager

    Deloitte (New York, NY)
    …Business Tax Services (Federal tax) practice! What you'll do As a Tax Manager within the Business Tax Services group, you will provide federal tax consulting ... Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Ability to travel up to 25%, on average, based on the work… more
    Deloitte (09/14/25)
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  • Sr. Manager , Wealth Advisor - Schwab…

    Charles Schwab (New York, NY)
    …this role to work on site in the specified location.** As a Sr. Manager , Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, ... may be the opportunity for you. **What you have** **Required Qualifications:** + CFP (R) designation or CFA(R) designation + Bachelor's degree + Active and valid… more
    Charles Schwab (09/14/25)
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