- Deloitte (New York, NY)
- …June 1, 2026 What You'll Do As a Tax Manager 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
- Bank of America (New York, NY)
- … wealth planning topics such as trust and estate planning, income and wealth transfer tax planning, investments, retirement planning and cash flow modeling, ... client engagement focused on addressing the planning, personal philanthropy, and wealth transfer/ tax minimization needs of these clients. **Desired Skills:**… more
- Citigroup (New York, NY)
- …strategies for, but not limited to, Asset Protection, Risk Management, Estate Tax Planning, Wealth Transference, Business Succession and Legacy Planning. + ... and the Region(s) on topics of client interest such as estate tax planning, wealth transference, charitable giving, multigenerational planning and tax… 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 ... Manager , US Payroll **Requisition ID:** 227668 **Salary Range:**...role collaborates with HR Operations, Total Rewards COE, Finance, Tax , Legal, External Vendors, and other business areas to… 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 ... and non-probate estate and trust matters assigned by National Manager . Driver of settlement process, aligning financial advisors, attorneys, accountants, real estate… more
- Neuberger Berman (New York, NY)
- **About Neuberger Berman:** Neuberger Berman, founded in 1939, is a private , independent, employee-owned investment manager with $508 billion in assets under ... (https://www.nb.com/en/global/disclosure-privacy-policy) ._ Founded in 1939, Neuberger Berman is a private , independent, employee-owned investment manager . From offices… more