- Deloitte (New York, NY)
- …Wealth practice! What You'll Do As a Tax Senior 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
- HSBC (New York, NY)
- …our people, our investors, our communities and the planet we all share. As a Senior Wealth Planner, you will work closely with high and ultra-high net worth ... Banking teams to provide outstanding client service. As our Senior Wealth Planneryou will: + Commitment to...in advising entrepreneurs, founders, and early-stage investors on income tax , wealth preservation and protection, and generational… more
- M&T Bank (Buffalo, NY)
- **Overview:** Provides comprehensive investment management services to Wealth Advisory Services clients. Operates within a professional team environment supporting ... the delivery of an integrated wealth management offering consistent with the individual financial goals...with clients. Educate clients on emerging issues, regulatory and tax changes, and advises clients on appropriate actions. +… more
- JPMorgan Chase (New York, NY)
- …across the entire wealth spectrum and have experience with athletes, with tax and wealth transfer strategies; and with financial planning; experience with ... Wealth Planning & Advice (WP&A) is a group of experts in trusts & estates, tax planning, financial planning, and planning in related areas for individuals and… more
- City National Bank (New York, NY)
- …IS THE OPPORTUNITY? The Wealth Strategist position is part of CNR's Private Wealth Solutions (PWS) team, and is responsible for expanding CNR's relationships ... by partnering with field business development officers. Initially support Senior Wealth Strategists throughout the planning process,...and COIs. * Keep abreast of important legislative and tax changes. * Participate in the sales process to… more
- Cherry Bekaert (Albany, NY)
- …areas of transaction advisory, risk and accounting advisory, digital solutions, cybersecurity, tax , benefits consulting, and wealth management. For more details, ... (https://www.cbh.com/about/awards-and-recognition/) , **Cherry Bekaert** delivers innovative advisory, assurance and tax services to our clients. At Cherry Bekaert we… more
- HSBC (New York, NY)
- …manufacturing capabilities in Asset Management and Insurance. The Head of Distribution for Wealth , Premier and Private Banking, US is responsible for maintaining ... and growing existing International Wealth and Private Banking clients (IWPB) and...to local market as approved by Executive Leadership (eg, tax , compliance specifics) + Customer Delivery and distribution +… more
- City of New York (New York, NY)
- …The Bureau sits within the Center for Health Equity and Community Wellness. The Senior Research Analyst will play a critical role in directing BCDP's portfolio with ... TO: - Lead the development and analysis of surveys related to wealth and other social determinants of health (SDH), applying appropriate statistical methodology… more
- BlackRock (New York, NY)
- …Relationship Manager to help establish and deepen long-term relationships, primarily with wealth advisors from Broker Dealer and Private Bank platforms. Ideal ... Overview** BlackRock SMA Solutions helps clients customize portfolios for unique tax , values-alignment, or investment exposures across direct indexing, fixed income,… more
- City National Bank (New York, NY)
- …administrative trusts, which are includible in a decedent's estate for estate tax purposes. Administer closing process for all estate and personal trust accounts ... intervivos trusts, Charitable Trusts, Conservatorships, Guardianships, Life Insurance Trusts, Private Family Foundations, Special Needs Trusts, and other Agency… more