- Grant Thornton (Philadelphia, PA)
- As the Private Wealth Services Tax Managing Director , you'll lead all aspects of client relationships including matters related to tax reporting ... a team of tax professionals to deliver tax services to clients associated with the Private...efforts of multiple client services teams on client engagements; plan, execute, direct, and complete tax… more
- Manulife (Charlotte, NC)
- Reporting to AVP - Private Markets Operations, the Director , Private Markets, Timber and Agriculture, will oversee the accuracy of the books and records of ... requires close collaboration with teams across Investment Operations, Front Office, Tax , Legal, and Compliance to maintain operational excellence and deliver… more
- Manulife (Boston, MA)
- Reporting to AVP - Private Markets Operations, the Director , Private Markets, Timber and Agriculture, will oversee the accuracy of the books and records of ... requires close collaboration with teams across Investment Operations, Front Office, Tax , Legal, and Compliance to maintain operational excellence and deliver… more
- PrincePerelson & Associates (Salt Lake City, UT)
- **Managing Director , Private Wealth Advisor** Salt Lake City, UT - flexible, hybrid work schedule Our client , a leading investment firm, is searching for a ... talented and experienced Managing Director , Private Wealth Advisor to join a...UHNW clients, offering an exceptional experience to deepen existing client relationships, cultivate new opportunities and increase the growth… more
- JPMorgan Chase (Summit, NJ)
- …and motivated to provide a first-class experience to clients within JP Morgan's US Private Bank. If you have an entrepreneurial mindset and are looking to constantly ... goals. In addition, you will be an internal and client facing advocate for the use our Wealth Strategy...Wealth Strategy Engagement Model and all Advice capabilities the Private Bank offers. **Job Responsibilities** + Provide unbiased, customized… more
- JPMorgan Chase (New York, NY)
- …and motivated to provide a first-class experience to clients within JP Morgan's US Private Bank. If you have an entrepreneurial mindset and are looking to constantly ... next level. As a Wealth Advisor in the US Private Bank, you will help ensure that our clients'...you will help ensure that our clients' estate, income, tax , philanthropic, and other planning needs are identified and… more
- CBRE (Raleigh, NC)
- Business Development Director - Tax Credit Advisory Job ID 229285 Posted 10-Nov-2025 Service line GWS Segment Role type Full-time Areas of Interest Consulting ... Leadership + Identify, prioritize, and proactively engage corporate buyers of transferable tax credits including Fortune 1000 and private companies. + Build… more
- Bank of America (San Francisco, CA)
- Private Wealth Client Relationship Manager San Francisco, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/San-Francisco/ Private -Wealth- Client -Relationship-Manager\_25024178) **Job Description:** Merrill Wealth Management is… more
- Robert Half Finance & Accounting (Rockville, MD)
- …project taxable income for various trusts and manage quarterly estimates. + Oversee tax accounting for private equity returns, including tracking and projecting ... and private equity filings. + Supervise and develop the tax team including recruiting, hiring, onboarding, and performance management. + Identify training… more
- Grant Thornton (Chicago, IL)
- Grant Thornton is seeking a Private Equity Client Relationship Executive ( Director ) to join the team in Chicago, IL. About the Role : Private Equity ... client relationship executives (PE CREs) sell Grant Thornton tax , audit and advisory services to clients and prospects...clients and prospects in our target markets. This includes Private Equity firms with $500M-20B in assets under management… more
- Grant Thornton (New York, NY)
- Grant Thornton is seeking a Client Relationship Executive ( Director ) to join the team in New York, NY. Position Summary: The Client Relationship Executive ... and C-Suite executives. + Identify key decision makers at client and prospect organizations at the C-Suite and Board...existing network of Boards of Directors, C-Suite Officers, and private investors. + Over 10 years of business development/sales… more
- Grant Thornton (San Jose, CA)
- …company clients with over 600 PE firm relationships, our wealth of experience in private equity helps us perform unparalleled tax and audit services for our ... dynamic and experienced professional to serve as the Relationship Strategy & Enablement Director within our Private Equity division. This role is responsible for… more
- The Salvation Army (Syracuse, NY)
- Overview Assistant Director , Shelter Ethel T. Chamberlain Women's Residence Exempt/Full-Time/Benefits Program $63,700-Yr./$2450-Bi-weekly The Salvation Army, ... a search to hire for the position of Assistant Director due to an internal promotion This is a...Insurances. + Flexible Spending Account. + Pension Plan and Tax deferred annuity savings account. + Forgiveness loan=The Salvation… more
- KeyBank (Hartford, CT)
- …to determine duties and responsibilities of bank and to provide well-coordinated estate, tax and financial planning alternatives to meet client 's needs + ... as trustee + Identifies a potential trust and estate tax -related issues and works with the client ...issues + Work closely with Sales Leader, Regional Trust Director and local team members on pricing, client… more
- Scotiabank (New York, NY)
- …help drive the origination and distribution of cross-asset structured notes to a diverse client base, including private banks, broker dealers and RIAs. The ideal ... Associate Director , Structured Note Sales **Requisition ID:** 231031 **Salary...will have a deep understanding of structured products, strong client relationships, and a proven ability to navigate complex… more
- University of Pennsylvania (Philadelphia, PA)
- University Overview The University of Pennsylvania, the largest private employer in Philadelphia, is a world-renowned leader in education, research, and innovation. ... and resources, and much more. Posted Job Title Associate Director , Planning (Space Planning & Operations) Job Profile Title...issues utilizing past experience and a strong understanding of client behavior, and + Ensure problems are solved at… more
- Bober Markey Fedorovich (Akron, OH)
- …accounting and advisory firms with a long history of serving leading public and private organizations in Northeast Ohio, and was recently recognized as a 2024 Top ... awesome team you can call friends. Job Description: The Director leads a dynamic team of professionals within our...damage analysis, forensic investigations, shareholder disputes, gift and estate tax planning, as well as GAAP and tax… more
- JPMorgan Chase (San Francisco, CA)
- Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals and their entities ... (operating businesses, private foundations, etc.). Our role is to work with...funds) will also be a plus. As the Executive Director , Wealth Planner within JP Morgan Wealth Management, you… more
- Scotiabank (New York, NY)
- Associate Director , Head of Latin America Liability Management **Requisition ID:** 238518 **Salary Range:** 275.000,00 - 275.000,00 _Please note that the Salary ... between $275,000 and $275,000 per year. 40 hours per week. TITLE: Associate Director , Head of Latin America Liability Management DUTIES: Scotia Capital (USA), Inc.… more
- Cherry Bekaert (Sugar Land, TX)
- …collaboratively across all of our Advisory service lines, as well as our Audit and Tax service lines to identify client opportunities and drive sales and growth ... **Finance Transformation, Accounting Advisory Director : Key Responsibilities and Qualifications** A Finance Transformation,...public accounting or financial advisory firm, and/or mix of client service and private industry experience at… more