• Family Wealth Sr . Fiduciary Advisor

    KeyBank (New York, NY)
    …specific estate and tax planning issues + Maintains deep expertise in fiduciary, investment , tax , and other related wealth issues by keeping current as to ... **REQUIRED QUALIFICATIONS** + Experience working with high-net-worth clients. + Deep tax , investment , estate planning, business succession or fiduciary… more
    KeyBank (08/21/25)
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  • Director, Sr Product Manager

    BlackRock (New York, NY)
    …Overview** BlackRock SMA Solutions helps clients customize portfolios for unique tax , values-alignment, or investment exposures across direct indexing, fixed ... BlackRock Mutual Funds, and iShares ETFs to customize, diversify, and tailor investment solutions to high net worth/ultra-high net worth and institutional clients.… more
    BlackRock (10/29/25)
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  • Bilingual Customer Service Sr Analyst

    Citigroup (New York, NY)
    …to ensure that transactions meet compliance guidelines. Adhere to MPP, RDIP, banking, investment and tax regulatory and other compliance policies and procedures. ... consistently high quality banking, credit, trust, fiduciary, capital markets and investment services to target market clients + Strengthen private banking… more
    Citigroup (10/04/25)
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  • Senior Tax Credit Equity Asset…

    M&T Bank (Buffalo, NY)
    **Locations available: Buffalo, NY, Columbia, MD or Boston, MA** **Overview:** Asset manager function will support various tax credit equity investments (eg, ... Tax Credit). Position will work with the tax credits investment team to primarily: (1)...Tax Dept., CRA Dept.). + Coordinate with the Tax Credit Operations Manager regarding documentation and… more
    M&T Bank (10/25/25)
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  • Senior Service Officer or Lead Service…

    KeyBank (Albany, NY)
    …may be filled at different salary grade levels depending on requirements.** ** Senior Service Officer Job Description:** **JOB BRIEF (PURPOSE)** Responsible for all ... products offered by Real Estate Capital, primarily the Community Development Lending and Investment team, or other KeyBank lines of business as required by credit… more
    KeyBank (10/14/25)
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  • Mergers & Acquisitions (M&A) Tax…

    Moss Adams LLP (New York, NY)
    **Mergers & Acquisitions \(M&A\) Tax Senior Manager ** **Description** At Moss Adams, we champion authenticity. For us, that means fostering a culture of ... with owners and investors to help them ease their tax burden and quantify tax exposures in...+ Work alongside private equity firms, strategic clients and investment banks to perform buy-side and sell-side due diligence… more
    Moss Adams LLP (09/13/25)
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  • Latin America Investment Banking Coverage…

    JPMorgan Chase (New York, NY)
    …decision-making and propel our franchise to new heights. As a Latin America Investment Banking Coverage Business Manager - Executive Director within our team, ... role that is pivotal in shaping the future of investment banking in Latin America? As the Executive Director...will be the trusted advisor and strategic partner to senior leaders, driving business strategy and growth while optimizing… more
    JPMorgan Chase (10/05/25)
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  • Senior Associate - Tax

    Neuberger Berman (New York, NY)
    …._ Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm ... Neuberger Berman's Tax team is looking for an experienced, results...focus, the firm has built a diverse team-including 770-plus investment professionals and more than 2,900 employees in total-united… more
    Neuberger Berman (10/22/25)
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  • Tax Manager - Credits & Incentives

    Deloitte (New York, NY)
    …and compliance support for the largest organizations across all industries. The Global Investment & Innovation Incentives (Gi3) tax team is a national team ... Our Global Investment and Innovation Incentives ("Gi3") practice provides our...and regions worldwide. With over 1,000 practitioners, the Gi3 tax team is a national team of specialists dedicated… more
    Deloitte (10/25/25)
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  • Investment Operational Due Diligence…

    Neuberger Berman (New York, NY)
    …Group LLC:** Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm ... will provide a high level of direct interaction with senior personnel on both the investment and...in 1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities… more
    Neuberger Berman (08/14/25)
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