- 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 ... member of one of NB Private Wealth's largest Private Asset Management teams, the Senior Estate Planner will advise high-net-worth clients on all aspects of trust and… more
- 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 ... in conjunction with the firm's wealth advisors and portfolio managers, the Senior Wealth Planner will be charged with building strong relationships with internal… more
- 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 ... **_Job Description:_** We are seeking a Separately Managed Account (SMA) Product Manager to support the firm's taxable and tax -exempt fixed income SMA products.… more
- 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 ... portfolio managers and external partners, including fund administrators, auditors, and tax professionals. The Assistant Controller is responsible for overseeing all… more
- 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 ... or operations management responsibilities. + Strong knowledge of SMA structures, tax -managed strategies, and investment products (equity, fixed income,… more
- 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
- 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
- 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
- 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
- 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
