- 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 May 31, 2026. What You'll ... Do As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews...accounting, finance, or other business-related field + Experience reviewing trust documents + Excellent technology (ie, Microsoft Excel and… more
- City of New York (New York, NY)
- …health, integrity, and effectiveness of New York City government, in order to strengthen trust , secure a thriving future for all New Yorkers, and build a more just, ... will assist in overseeing the investment activity for the Private Equity investment program for the five New York...Officer will report to the DCIO and Head of Private Equity. Under the supervision of the DCIO and… more
- Bank of America (Buffalo, NY)
- …established and prestigious financial services firm, most likely in a wealth management, private banking and/or trust field. * Knowledge of fiduciary and ... financial products and services required through extensive related work experience. * Broad-based technical knowledge of investments, tax, legal and operations necessary to service clients. * Knowledge of fiduciary standards, principles and applicable laws and… more
- AECOM (New York, NY)
- …transportation, buildings, water, new energy and the environment, our public- and private -sector clients trust us to solve their most complex challenges. ... Our teams are driven by a common purpose to deliver a better world through our unrivaled technical and digital expertise, a culture of equity, diversity and inclusion, and a commitment to environmental, social and governance priorities. AECOM is a Fortune 500… more
- AECOM (New York, NY)
- …transportation, buildings, water, new energy and the environment, our public- and private -sector clients trust us to solve their most complex challenges. ... Our teams are driven by a common purpose to deliver a better world through our unrivaled technical and digital expertise, a culture of equity, diversity and inclusion, and a commitment to environmental, social and governance priorities. AECOM is a Fortune 500… more
- Citigroup (New York, NY)
- …to communicate, the full range of investment themes, products and services Citi Private Bank offers to clients, including, though not limited to, capital market ... the industry. + Understand broader One Citi and Citi Private Bank product offerings including: trusts, custody, banking and...in others areas of the bank, in particular lending, trust and institutional markets solutions, etc. + Partner with… more
- KeyBank (Syracuse, NY)
- …201 South Warren Street - Syracuse, New York 13202-1600 **Job Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert ... goals. Leads, coordinates, and assembles the extended advisory team, including trust , investment and planning strategists, based on complexity of the relationship.… more
- KeyBank (Tarrytown, NY)
- …660 White Plains Road - Tarrytown, New York 10591 **Job Summary** Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert ... goals. Leads, coordinates, and assembles the extended advisory team, including trust , investment and planning strategists, based on complexity of the relationship.… more
- CIBC (New York, NY)
- …of Fund Administration, Tax Accounting, or Audit and Accounting experience of hedge or private equity funds. + You must exhibit proficiency in Microsoft Excel. + You ... literacy. + You have experience with Hedge Funds and Private Equity Funds. + You have expanded knowledge of...driven by a business culture based on common values: Trust , Teamwork and Accountability. Working with CIBC makes you… more
- JPMorgan Chase (New York, NY)
- The JP Morgan Private Bank offers high net worth individuals and families personalized, comprehensive financial solutions that integrate sophisticated investment ... been voted number 1 in the US for overall private banking services by Euromoney , and we have...been specifically recognized for our succession planning, advice and trust services. The Global Trusts & Estates Practice is… more