- Deloitte (Jericho, NY)
- …May 31, 2026. 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
- Citigroup (New York, NY)
- … Private Bank and Citi Private Bank brands _._ The Senior Wealth Management Relationship Manager is responsible for coordinating and managing ... positive impact on the communities we serve. **About Citi Wealth ** Citi Wealth is focused on serving...activities and relationships with managers, including both traditional and private markets. In addition, this leader will play an… more
- Citigroup (New York, NY)
- …**Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Product Services **Job Family:** Trust Wealth ... The Wealth Planner Principal is a strategic professional who...required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides… 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
- 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 ... claims and expenses timely. Coordinates the preparation of estate, gift and income tax required returns. Strong working knowledge of federal and state estate tax… more
- Truist (New York, NY)
- …solutions product suite as well as floating rate and F/X, private wealth , insurance and other services. Senior investment banking professionals are also ... and investment banking services including strategic advisory services to corporate and private equity clients related to buyside and sellside M&A, debt and equity… more
- Aston Carter (New York, NY)
- …to portfolio construction and management. + Manage subscriptions for newly agreed private equity and hedge fund investments, coordinating with CFO on cash flow ... of responsibilities. + Collaborate with the CFO on long-term tax and estate planning projects. + Supervise annual 1099...and writing skills. + Able to work well with senior executives and team, as well as mentor/lead other… more
- Truist (New York, NY)
- …solutions product suite as well as floating rate and F/X, private wealth , insurance and other services. Senior investment banking professionals are also ... and investment banking services including strategic advisory services to corporate and private equity clients related to buyside and sellside M&A, debt and equity… more
- Truist (New York, NY)
- …solutions product suite as well as floating rate and F/X, private wealth , insurance and other services. Senior investment banking professionals are also ... and investment banking services including strategic advisory services to corporate and private equity clients related to buyside and sellside M&A, debt and equity… 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 ... and escalates matters to Banking, Front Office, Legal, Credit, Operations, Tax , or other areas as appropriate. Communicates contentious/key issues to the… 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 ... policies and an up-to-date knowledge of the local regulatory, legal, accounting, tax , insolvency environment and operational risk issues. + Individual needs a depth… more