- Edward Jones (St. Louis, MO)
- …a client meeting with multiple professionals + Ability to understand how changes in tax laws, legislation, and regulatory changes impact High Net Worth tax ... management process? Do you have a strong background in high net worth estate planning? If you answered yes...to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties,… more
- KeyBank (Cleveland, OH)
- …and customizes portfolios according to client needs or preferences. Maintains a high level of collaboration with relationship team to ensure that investment advice ... to ensure investment advice is integrated with all other client plans ( tax , estate planning, retirement, etc.). + Provide timely feedback to the Relationship… more
- Intuit (San Diego, CA)
- …their annual tax returns, is looking for an experienced **Principal Growth Strategist ** for the TurboTax Growth Strategy, Core Tax team focused on managing ... the "Do it with Me" tax filing product and the mix...partner teams + Facilitate joint problem-solving with mid-level and senior -level business partners + Author and deliver high… more
- Truist (Houston, TX)
- …of America) **Please review the following job description:** Manage and prepare Ultra High Net Worth (UHNW) financial and estate plans using their background and ... planning group in that area. Keeps current on estate, tax and planning trends and their application to solutions...advice around the Elements of Wealth including wealth transfer tax planning, income tax planning, capital sufficiency… more
- KeyBank (Toledo, OH)
- …of KeyBank by providing expert trust administration and counsel to High -Net-Worth clients and their beneficiaries. Within the relationship management team, ... accounts, in accordance with established policies and procedures, to a high professional standard. Retains and deepens profitable client relationships within… more
- KeyBank (Pepper Pike, OH)
- …of KeyBank by providing expert trust administration and counsel to High Net Worth clients and their beneficiaries. Within the relationship management ... accounts, in accordance with established policies and procedures, to a high professional standard. Retains and deepens profitable client relationships within… more
- BMO Financial Group (Winnetka, IL)
- Provides specialized wealth planning for High Net Worth / Ultra High Net Worth (HNW/UHNW) clients to help meet their long-term financial objectives. Leverages ... clients with comprehensive wealth planning advice and solutions encompassing financial, tax , succession, philanthropic, will, estate and trust planning in connection… more
- KeyBank (Cleveland, OH)
- **Location:** 127 Public Square - Cleveland, Ohio 44114 JOB BRIEF (PURPOSE) * Senior advisor that exclusively works with UHNW families with a net-worth of greater ... targeted Family Wealth onboarding plan * Responsible for engaging senior leadership on the relationship * Leads the internal...* Minimum of 10 years of advisory experience with ultra- high net worth individuals, families and family offices required… more
- Amazon (Seattle, WA)
- …business units. This role will be part of our Strategic Initiatives leadership team with high visibility at the most senior levels of AWS and Amazon. In this ... of partnerships. Lead cross-functional teams including Product, Operations, Engineering, Legal, Finance, Tax , Accounting, and senior management to execute on the… more
- City of New York (New York, NY)
- …Yorkers. Job Summary: We are seeking an experienced individual to serve as a Senior Policy Advisor in the Office of the Commissioner. This critical executive role in ... Health and Mental Hygiene and catalyzing their impact across New York City. The Senior Policy Advisor will directly report to the First Deputy Commissioner and will… more
- City of New York (New York, NY)
- …ANALYST TRAINEE Division/Work Unit: Finance Administration and Planning Business Title: Senior Contract Associate Civil Service Title: Bookkeeper III PATS TBN#: ... Summary: Reporting to the Director of Agency-wide contracts/Finance Administration, the Senior contract associate will be responsible for managing a portfolio of… more
- City of New York (New York, NY)
- …treatment. The Bureau of Health Equity Capacity Building seeks to hire a Senior Director of Violence Prevention Programs to design and implement robust evaluation ... with the Assistant Commissioner and Bureau Executive Director, the Senior Director of Violence Prevention Programs will perform the...- Directly manage staff, including leading a team of high performing managers and directors. - Plan and implement… more
- City of New York (New York, NY)
- …diverse communities. Reporting to OCMH's Director, Community and Workforce Initiatives, the Senior Manager of Community and Workforce Initiatives will play a key ... one-pagers for projects in the Community and Workforce Initiatives portfolio. The Senior Manager will initially support the following active projects and areas of… more
- City of New York (New York, NY)
- …Reporting directly to the Executive Director for OEA Administration, the Senior Budget Analyst will provide comprehensive financial expertise to the leadership ... provide recommendations on spending. PREFERRED SKILLS: - Proven working experience as a Senior Budget Analyst or similar role. - Extensive knowledge of NYC finance… more
- City of New York (New York, NY)
- …and research that maximizes health insurance coverage and increases access to affordable, high quality, and coordinated primary care with a strong focus on health ... seeking a City Research Scientist II to serve as Senior Policy Analyst. The Bureau of Equitable Health Systems...pension plan with steady monthly payments in retirement. oa tax -deferred savings program and oa robust Worksite Wellness Program… more
- City of New York (New York, NY)
- …of key health topics and emergency situations. We are seeking to hire a Senior Copyeditor. DUTIES WILL INCLUDE BUT NOT BE LIMITED TO: - Meticulously review and ... Health Department's mission and strategic plan generating relevant, accessible, and high -quality written content, ensuring that tone, language, and graphics are… more
- City of New York (New York, NY)
- …York City. The Bureau of Equitable Health Systems seeks to hire a Senior Healthcare Economist to lead analytical work related to OHSSA's Healthcare Accountability ... in supervising data analyst. Track record of developing innovative ideas and high -impact research. Excellent problem solving and analytical skills. Ability to design… more
- City of New York (New York, NY)
- …the evenings. The Associate Public Health Sanitarian II will function as s senior instructor, reporting directly to the Assistant Director of the Health Academy. ... Train and mentor Health Academy instructors, including new hires, ensuring high -quality instructional delivery. Conduct need assessment for each instructor to… more
- City of New York (New York, NY)
- …supervision of the Assistant Director of Relay Peer and Clinical Services, the Senior Wellness Advocate Supervisor will: - Provide research and data support to ... outstanding organizational skills. - Ability to multi-task in a fast-paced, high -volume environment. - Proficiency in Excel, Access, Word, PowerPoint and statistical… more
- City of New York (New York, NY)
- …The Bureau of Equitable Health Systems seeks to hire an entrepreneurial Senior Policy Advisor with demonstrated experience in healthcare policies. DUTIES WILL ... Price transparency, All-Payer Claims Databases, and other employer-led strategies promote high -value care - Civil rights and non-discrimination in healthcare -… more