- Deloitte (Rochester, NY)
- …transactions to the client . The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the ultra-affluent, including families with ... need to talk about a career with Deloitte's growing Private Wealth practice! Recruiting for this role ends on...tax returns, as well prepare for and assist in client meetings on compliance and consulting projects related to… more
- Deloitte (Rochester, NY)
- …"Yes!" to these questions, we need to talk about a career with Deloitte's growing Private Wealth practice! Recruiting for this role ends on June 1, 2025 What You'll ... Do As a Tax Manager in our Private Wealth Tax practice, you will perform high-level reviews...papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to… more
- Bloomberg (New York, NY)
- …analytics through innovative technology - quickly and accurately. **Our Team :** The Private Funds team supports Bloomberg's suite of private markets data from ... data in between. Whether a fund investor, manager or advisor , our team has the data, solutions and industry...to the next level. **What's the role :** The Private Funds Technical Account Management Professionals is a group… more
- Dorsey & Whitney LLP (New York, NY)
- M&A ( Private Equity) Associate or Of Counsel (#927) - New York Dorsey & Whitney LLP is seeking an Associate or Of Counsel with private equity and M&A experience ... will have at least three years of experience advising private equity firms and their portfolio companies in a...& Whitney LLP since 1912 as a trusted legal advisor and valued business partner. With locations across the… more
- Deloitte (New York, NY)
- …solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client . ... partnership work papers, allocations, and tax filings + Preparing and leading client meetings on compliance and advisory projects related to tax planning… more
- Deloitte (Rochester, NY)
- …solution development, and implementation of clients' tax objectives. You will manage the client relationship by delivering tax advisory services to the client . ... work papers, allocations, and tax filings + Coordinating and communicating with client contacts as required to gather information to complete their tax returns.… more
- Neuberger Berman (New York, NY)
- …helping to optimize external territory sales coverage and deliver the overall client experience. **Responsibilities** + Partner with Advisor Consultants to ... office coverage to prioritize and align NB's initiatives across advisor segments (eg, PWM, private bank) +...Professionally manage the territory sales pipeline in partnership with Advisor Consultants; partner on client segmentation and… more
- Neuberger Berman (New York, NY)
- NB Private Wealth is Neuberger Berman's direct-to- client wealth and investment management business. Managing $70b+ in client assets across 40+ seasoned ... support and serve as a trusted resource for clients and an experienced Wealth Advisor Team. The Client Associate enhances the client experience by… more
- Neuberger Berman (New York, NY)
- …responsibility of the Client Associate (CA) is to partner with the Client Advisor (external wholesaler) to promote and sell Neuberger Berman investment ... through RIAs within a specific geographic region. **Responsibilities:** + Partner with Client Advisor to promote and sell Neuberger Berman equity, fixed-income,… more
- JPMorgan Chase (New York, NY)
- Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high ... firms. Embrace the challenge of shaping the future of client service and make your mark by delivering high-quality...equity trades, mutual fund orders, fixed income trades and private investments + Provide support across a diverse suite… more
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