- Robert Half Finance & Accounting (Latham, NY)
- …comprehensive tax and financial planning to the firm's clients. Requirements Experience completing high net worth individual tax returns is required, and ... management firm with $500+ AUM is seeking a Tax Director/ Manager to join their growing firm. In this role...eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits. net for more information. (C) 2025 Robert Half. An… more
- Deloitte (Rochester, NY)
- UKG HRCO WFM Senior Manager Are you passionate about helping clients realize their ROI related to technology transformations? Do you love finding the right support ... UKG Technical Architecture, including exposure to the Boomi integration layer and UKG's net new platform technologies (LLM, FLEX, Bryte). + 8+ years of experience in… more
- NBT Bank (Williamsville, NY)
- …Managers acts as the primary advisor and oversees the relationship for the bank's high net worth private banking clients. Optimizes client relationships by ... + Comprehensive Medical Coverage : Includes employer contributions to HSA for High Deductible Health Plan participants. + Dental and Vision Coverage : Ensuring… more
- Citigroup (New York, NY)
- …globally so experience in areas of technology and wealth (investment, private bank, high net worth banking) preferred.** **Job Family Group:** Internal ... outlining IA's contributions, and oversee audit's coverage and reporting on common high risk areas + Provide independent assurance on the design and operating… more
- Deloitte (Jericho, NY)
- …compliance and consulting services. + Sign individual income tax returns for executives and high net worth clients + Collaborate with client engagement ... leaders to address budgeting, billing, management, and engagement team deployment. + Be responsible for the development and motivation of the engagement team. The Team At Deloitte Tax LLP, our Global Employer Services tax professionals assist our international… more
- Citigroup (New York, NY)
- …team to meet the financial needs of our Affluent and High - Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial ... and family offices through Citi Private Bank, operates in the affluent and high - net worth segments through Citigold(R) and Citigold(R) Private Client and… more
- Bank of America (New York, NY)
- …* Prior experience required with a financial institution focusing on sales, preferably in the high net worth space * Strong verbal and written communication ... credit solutions to meet the unique needs of our ultra- high - net - worth clients. The purpose of...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- Truist (New York, NY)
- …job description:** Provide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. Participates as part of the ... time. + Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions...governance solutions. + Demonstrated ability to advise and deliver ultra- high net worth families on… more
- Bank of America (New York, NY)
- …strategic advice to the Global Wealth & Investment Management line of business on high net worth lending products, services, and regulatory matters including ... **Responsibilities:** + Analyzes legal issues and implications related tohigh net worth lending products and services +...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- JPMorgan Chase (New York, NY)
- …a global leader in investment and wealth management. Its clients include institutions, high - net - worth individuals and retail investors in every major market ... with fixed income-like attributes Job Responsibilities: + Schedule Portfolio Manager and Team Huddle meetings and prepare necessary resources...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… more