- Deloitte (Jericho, NY)
- …June 1, 2026 What You'll Do As a Tax Manager in our Private Wealth Tax practice, you will perform high-level reviews of tax research of ... during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services. Qualifications Required + Ability to perform job… more
- TD Bank (New York, NY)
- …Senior Wealth Lending Advisor is at the center of the TD Wealth Private Banking model in affiliate channels providing business development, wholesaling, ... Recommendations of margin vs. SBL + Assists with complex Private Client Wealth deal structuring + Trains...including but not limited to: estate planning, life purchases, tax planning, business investment, real estate purchases, RIA practice… more
- Bank of America (Melville, NY)
- … wealth planning topics such as trust and estate planning, income and wealth transfer tax planning, investments, retirement planning and cash flow modeling, ... client engagement focused on addressing the planning, personal philanthropy, and wealth transfer/ tax minimization needs of these clients. **Desired Skills:**… more
- Citigroup (New York, NY)
- …strategies for, but not limited to, Asset Protection, Risk Management, Estate Tax Planning, Wealth Transference, Business Succession and Legacy Planning. + ... and the Region(s) on topics of client interest such as estate tax planning, wealth transference, charitable giving, multigenerational planning and tax… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... Manager , US Payroll **Requisition ID:** 227668 **Salary Range:**...role collaborates with HR Operations, Total Rewards COE, Finance, Tax , Legal, External Vendors, and other business areas to… more
- Bank of America (Buffalo, NY)
- …with an established and prestigious financial services firm, most likely in a wealth management, private banking and/or trust field. * Knowledge of fiduciary ... Portfolio Manager III Buffalo, New York **Job Description:** At...related work experience. * Broad-based technical knowledge of investments, tax , legal and operations necessary to service clients. *… more
- City National Bank (New York, NY)
- …and settle administrative trusts, which are includible in a decedent's estate for estate tax purposes. Operate as main point of contact for all aspects of probate ... and non-probate estate and trust matters assigned by National Manager . Driver of settlement process, aligning financial advisors, attorneys, accountants, real estate… more
- Neuberger Berman (New York, NY)
- **About Neuberger Berman:** Neuberger Berman, founded in 1939, is a private , independent, employee-owned investment manager with $508 billion in assets under ... (https://www.nb.com/en/global/disclosure-privacy-policy) ._ Founded in 1939, Neuberger Berman is a private , independent, employee-owned investment manager . From offices… more
- KeyBank (Syracuse, NY)
- …consistent and comprehensive approach + Maintains deep expertise in fiduciary, investment, tax , and other related wealth issues and employs sound fiduciary ... net worth + Administers complex trust (ex: Special/Supplemental Needs Trust, Private Foundations, Scholarship Trusts, Trust Under Agreement, Trust Under Will, etc)… more