- Citizens (Tarrytown, NY)
- …Preferred Qualifications + Prior support experience in wealth management, investment advisory, tax services, or private client environments. + Familiarity ... providing general administrative and clerical support to the Citizens Private Wealth Tax Services team. The role... tax documents. + File loose documents into client tax files and prepare next year's… more
- KeyBank (Sewickley, PA)
- …advisor, and partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client ... prospecting; documents calling efforts. + Develops and maintains an in-depth knowledge of private client products and services, as well as knowledge of… more
- Cherry Bekaert (Boston, MA)
- …middle market. As our firm expands, we have an opportunity for an experienced Tax Partner to join our growing Boston Tax (https://www.cbh.com/services/ tax ... that is focused on tax compliance and tax provision outsourcing for middle-market, private equity...client services team. We're looking for a results-driven partner who will contribute to expanding the practice by… more
- Cherry Bekaert (TX)
- …and continuous professional development. We are seeking a dynamic and experienced **M&A Tax Partner ** to lead and grow our Transaction Advisory Services ... to Work, Cherry Bekaert delivers innovative advisory, assurance and tax services to our clients. We are proud to...you will serve as the primary strategic advisor to Private Equity groups, strategic corporate buyers, and investment banks.… more
- Cherry Bekaert (Rockville, MD)
- …seeking a 1040 & Pass-through Partner to join our growing Private Client Services (PCS) practice in the Rockville, MD office ... Cherry Bekaert is ranked among the largest assurance, tax , and advisory firms in the US, and...Serve as a trusted advisor to clients, delivering exceptional client service and high-quality execution of engagements. + Coach,… more
- JPMorgan Chase (New York, NY)
- …platform, with an eye towards ensuring accurate implementation and user efficiency. + Partner with Private Bank business stakeholders to lead the go-to-market ... Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Wealth Management helps individuals, families and… more
- JPMorgan Chase (New York, NY)
- …executive compensation, helping clients and advisors navigate complex compensation arrangements. + Partner with the Private Bank training team to create ... a vision for thought leadership pieces, white papers, and client communications on executive compensation topics and market trends....company environments. + Work closely with partners across the Private Bank and the firm-including legal, tax ,… more
- Dorsey & Whitney LLP (Dallas, TX)
- M&A ( Private Equity) Senior Associate or Of Counsel (#926) - Dallas Dorsey & Whitney LLP is seeking a Senior Associate or Of Counsel with private equity ... for this position will have at least five years of experience advising private equity firms and their portfolio companies in a variety of complex transactions,… more
- JPMorgan Chase (Charlotte, NC)
- …and motivated to provide a first-class experience to clients within JP Morgan's US Private Bank. If you have an entrepreneurial mindset and are looking to constantly ... next level. As a Wealth Advisor in the US Private Bank, you will help ensure that our clients'...you will help ensure that our clients' estate, income, tax , philanthropic, and other planning needs are identified and… more
- Principal Financial Group (Des Moines, IA)
- **What You'll Do** We are seeking an Associate Portfolio Manager to join our Private Real Estate Debt team, with a primary focus on managing and supporting the ... General Account portfolio. In this role, you will partner closely with senior Portfolio Managers to help develop and execute portfolio strategy, evaluate risk and… more