• Tax Senior - Private Wealth

    Deloitte (Rochester, NY)
    …and consulting projects related to tax planning opportunities and the tax implications of transactions to the client . The Team At Deloitte Tax ... estate planning . Learn more about Deloitte Private Wealth Tax Services. Qualifications Required: + Ability...week + 3+ years' experience providing tax planning services or preparing and reviewing client … more
    Deloitte (05/19/25)
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  • Tax Manager - Private Wealth

    Deloitte (Jericho, NY)
    …consulting projects related to tax planning opportunities and the tax implications of transactions to the client . Additionally, you will train, mentor, ... partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare and lead client...estate planning . Learn more about Deloitte Private Wealth Tax Services. Qualifications Required + Ability… more
    Deloitte (05/21/25)
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  • Wealth Strategist

    City National Bank (New York, NY)
    …through partnering with colleagues and COIs. Assist in setting the agenda for the wealth planning process and the process of implementing the solutions. In ... needs. * Partner with Strategy team to develop comprehensible explanations of sophisticated wealth planning strategies in areas of interest to UHNW clients. *… more
    City National Bank (06/06/25)
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  • Wealth Strategies Advisor

    Bank of America (Melville, NY)
    …to drive ultra-high net worth client engagement focused on addressing the planning , personal philanthropy, and wealth transfer/ tax minimization needs of ... **Job Description:** Partner with Advisors or Relationship Managers in client solicitation efforts and generating wealth management...as trust and estate planning , income and wealth transfer tax planning , investments,… more
    Bank of America (03/21/25)
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  • Family Wealth Office Director

    KeyBank (Tarrytown, NY)
    …for assigned clients + Works with the Wealth Consultant and Regional Planning Strategist in building client financial plans + Co-facilitates the Family ... **Advisory** + Develops a deep knowledge of our Family Wealth client 's entire financial and family situation....with the Family Wealth Consultant and Regional Planning Strategist ensuring there are comprehensive tax ,… more
    KeyBank (04/15/25)
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  • Sr. Wealth Advisor

    Truist (New York, NY)
    …as primary relationship advisor for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships through ... advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to provide an integrated...needed + 8 or more years of sales and client management experience in Wealth Management and… more
    Truist (03/27/25)
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  • Senior - Wealth Lending Advisor

    TD Bank (New York, NY)
    …+ Responsible for Recommendations of margin vs. SBL + Assists with complex Private Client Wealth deal structuring + Trains and on-boards new WLAs + Practice ... specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Senior Wealth Lending...for the product including but not limited to: estate planning , life purchases, tax planning ,… more
    TD Bank (06/07/25)
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  • Wealth Operations Manager

    Canandaigua National Bank & Trust (Pittsford, NY)
    …affiliates ensuring the client experience is being delivered exceptionally to each client . As the Wealth Operations Manager you will be responsible for ... Wealth Operations Manager Canandaigua National Bank & Trust...monthly customer statements. + Production and processing of annual tax reporting forms. + Preparation of management and regulatory… more
    Canandaigua National Bank & Trust (05/07/25)
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  • Senior Trust Advisor - Truist Wealth

    Truist (New York, NY)
    …and solutions to high net worth clients. Participates as part of the broader client facing wealth team to expand existing relationships and capture new ... change from time to time. + Engage with the Wealth Advisor and Investment Manager as a team to...team to provide advice and solutions which meet with client or prospect goals and objectives. Utilize other specialist… more
    Truist (05/31/25)
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  • Wealth Management, Trust & Estates, Trust…

    JPMorgan Chase (New York, NY)
    …transfer, and generation skipping taxation, with ability to apply that knowledge to client specific planning exercises and account administration. + Work with ... and we have been specifically recognized for our succession planning , advice and trust services. The Global Trusts &...corporate trustee of a trust, whether created by a client during his lifetime or upon his death through… more
    JPMorgan Chase (06/06/25)
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