- Deloitte (Columbus, OH)
- …Recruiting for this role ends on June 1, 2025 What you'll do As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level ... legacy, and charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth... estate planning. Learn more about Deloitte Private Wealth Tax Services. Qualifications Required + Ability to perform… more
- IGT (West Greenwich, RI)
- Senior Manager Real Estate Location: Providence, RI, US, 02903West Greenwich, RI, US, 02817Austin, TX, US, 78754Lakeland, FL, US, 33815 Requisition ID: 15268 ... Gaming Machines to Sports Betting and Digital. Leveraging a wealth of compelling content, substantial investment in innovation, player.... **Overview** We are seeking an experienced corporate real estate manager to join our high performing… more
- Charles Schwab (San Francisco, CA)
- …focused, invests in your growth, and values your contributions, consider a career as a Senior Manager , Schwab Wealth Advisor. **_Senior Manager , Schwab ... Centralized Service & Operations and the Tax, Trust, and Estate Group. Schwab Wealth Advisory is a...generation, risk mitigation, and liquidity needs. As a **_Senior Manager , Schwab Wealth Advisor_** , you will… more
- PNC (Philadelphia, PA)
- …valued and have an opportunity to contribute to the company's success. As a Senior Wealth Strategist within the PNC Private Bank organization, you will be ... field on a regular basis. Some responsibilities may be performed remotely, at manager 's discretion. **Job Description** + Develops, consults on and implements tax, … more
- Zions Bancorporation (Salt Lake City, UT)
- …affiliate banks in the Western United States. We are currently in search of a dedicated Wealth Market Manager to join our team of bank partners. At Zions Bank, ... Community/Business Bankers + Private Bankers + Commercial Bankers Responsibilities: + Serves as senior market leader with respect to the wealth advisory services… more
- Manulife (Los Angeles, CA)
- …culture as an entrepreneurial investment manager . **General Accountability:** The ** Senior ** **Financial Accounting and Reporting Analyst, Real Estate ** is ... Hybrid **Job Description** Manulife Investment Management ("MIM") is the global wealth and asset management segment of Manulife Financial Corporation. Manulife… more
- GRF CPAs & Advisors (Bethesda, MD)
- Summary of Responsibilities: The Estate and Trust Tax Senior Manager is responsible for the efficient, accurate, complete, and timely review of all clients' ... 4. Participates actively in client meetings and tax planning efforts including wealth transfer strategies, charitable planning, and estate planning to assist… more
- Morgan Stanley (Seattle, WA)
- …its workforce. M/F/D/V **Job:** ** Wealth Management* **Title:** *Private Wealth Management Senior Registered Client Service Associate* **Location:** ... *POSITION SUMMARY:* Senior Registered Client Service Associates (CSAs) help shape...and assessing risk, processing money movement transactions and handling estate needs as examples * Input orders at the… more
- BMO Financial Group (West Palm Beach, FL)
- Manages corporate estate administration for trust terminations and smaller core estate matters by preparation of estate administration records including ... Service Team to provide exceptional service to Trust & Estate clients. Provides technical expertise for all aspects of...appropriate. In person presence at S. Florida legal and wealth activities for business development. + Manages probate, trust,… more
- Citigroup (New York, NY)
- …families, including entrepreneurs and business owners, single-and multi-family offices, senior corporate executives, next generation/inherited wealth , law firms ... Our goal is to deliver expertise and premier level of service while helping grow, manager , and preserve wealth . As we partner with our clients, we can provide… more
- Citigroup (Irving, TX)
- …will be joining the US RRE Servicing Risk team. The SVP, Credit Group Manager (Servicing Risk) is a senior management-level position accountable for risk ... has one of largest US bank owned residential real estate portfolios (US-RRE) comprising more than $100 billion in...& compliance areas supporting both US Personal Banking and Wealth divisions on an expansive set of portfolio objectives… more
- DXC Technology (Austin, TX)
- …customer experience transformation. We are seeking a highly skilled and experienced Senior Manager for DXC BPS Solution Architecture. The ideal candidate ... need to modernize operations and drive innovation across their entire IT estate . We provide services across the Enterprise Technology Stack for business process… more
- Carrington (Columbus, OH)
- …our amazing team and work remote from home!** **What you'll do:** The Senior Strategy Project Manager supports the development and implementation of ... and organizational transformation to accomplish business objectives. Collaborates with senior business leaders, functional leaders, and employees to understand… more
- Citigroup (Miami, FL)
- …Washington, DC 20210 NOTICE OF FILING Citibank, NA seeks an Associate Banker Senior Manager for its Miami, Florida location. Duties: Deepen client relationships ... and promote Citi's unique wealth management products and services developed specifically for Latin...mutual funds, alternative investments (Hedge Funds, Private Equity, Real Estate ), capital markets (Structured Products and Derivatives). 6 years… more
- Cherry Bekaert (Louisville, KY)
- …responsible for training and developing less experienced professional staff. **As a Tax Senior Manager , you will:** + Solve problems for middle-market clients in ... Our **Core Tax Services (https://www.cbh.com/services/tax/)** team is seeking a ** Senior Tax Manager ** to support our Louisville,...industries such as manufacturing, real estate and construction, professional services, and others + Manage… more
- Cherry Bekaert (Cincinnati, OH)
- …services to our clients for over 75 years. We are seeking a **Tax Senior Manager ** to support our **Cincinnati, OH** market. The successful candidate will ... responsible for training and developing less experienced professional staff. **As a Tax Senior Manager , you will:** + Solve problems for middle-market clients in… more
- Cherry Bekaert (Raleigh, NC)
- …and sophisticated advisory, assurance and **tax services** to our clients. As a **Tax Senior Manager ** in our **Raleigh, NC** location, you will serve as a ... an energetic and talented firm culture. **As a Tax Senior Manager , you will:** Serve as a...serve clients in a variety of industries including Real Estate , Construction, Industrial, GovCon, Technology, and Private Client services.… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Summary** Under minimal supervision and with a high level of autonomy, the Senior Manager , Alternative Investments Product Delivery uses extensive knowledge and ... experience in the wealth management industry. * Experience as a project manager ; or theoretical and practical project management knowledge. * OR ~ * An… more
- Capital One (Atlanta, GA)
- Locations: Sales - GA - Atlanta, United States of America, Atlanta, Georgia Senior Manager , Business Development Banker - Atlanta **Summary** : The Business ... to build their COI's by networking with CPA's, attorney's and Commercial Real Estate agents. Once an opportunity is won, the Business Development Banker will… more
- Plante Moran (Chicago, IL)
- Construction Project Manager - Senior Living (Chicago, IL) + Location: United States, Illinois, Chicago Developer/Construction Project Manager - Senior ... entity of Plante & Moran, PLLC provides fully integrated real estate services exclusively to corporations and institutional organizations. Plante Moran Living… more