- Nuveen Investments (Philadelphia, PA)
- …Requirements** + Physical Requirements: Sedentary Work **Career Level** 9IC **PLEASE NOTE:** TIAA's Senior Portfolio Manager - Private Asset Management is an ... **Sr. Portfolio Manager , Private Asset Management** The Sr....philosophy and tactical allocation decisions. + Collaborate with legal, tax , and planning experts to deliver holistic solutions. +… more
- Grant Thornton (Houston, TX)
- Grant Thornton is seeking a Transaction Tax Senior Manager to join our team in Manhattan, NY. Additional approved locations are Melville, NY and Iselin, NJ. ... As the Transaction Tax Senior Manager , you will...As the Transaction Tax Senior Manager , you will lead innovative ...forward limitations pursuant to IRC Section 382 for both private and public clients + Other duties as assigned… more
- Grant Thornton (San Francisco, CA)
- As the Tax Transformation and Automation Senior Manager , you will work with large publicly owned and private companies to evaluate existing processes and ... documents, and test plans + Serve as the Project Manager for third-party tax software implementations (ex: Corptax, ONESOURCE, Oracle TRCS, Longview, Bloomberg)… more
- Manulife (Boston, MA)
- …to spearhead these activities. Today, HCM, is known as Manulife Investment Management Private Equity & Credit ("PE&C"), and for the last 22 years PE&C has ... PE&C currently manages over $17 billion on behalf of institutional and private capital investors by providing meaningful exposure to sponsor-led opportunities in … more
- Wipfli LLP (Lincolnshire, IL)
- …Responsibilities Responsibilities: + Manage and conduct high level review of complex tax returns for our individual clients and trust returns + Stay current ... with changes in tax laws and regulations, advising clients on their impact...understanding their business needs + Work closely with partners, senior managers, seniors, and staff to integrate practice development… more
- Wipfli LLP (Southfield, MI)
- …Responsibilities Responsibilities: + Manage and conduct high level review of complex tax returns for our individual clients and trust returns + Stay current ... with changes in tax laws and regulations, advising clients on their impact...understanding their business needs + Work closely with partners, senior managers, seniors, and staff to integrate practice development… more
- Insight Global (New York, NY)
- …, and consulting firm that primarily serves middle market businesses. They are hiring for a Senior Tax Manager to join their Corporate Tax team. This ... role will advise clients on their tax strategy, while delivering a customized technology-enabled service delivery...more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy:… more
- Bank of America (San Francisco, CA)
- …the market and manages the market expenses. The MPWCRM partners closely with the Senior Private Wealth Client Relationship Manager (SPWCRM) to support the ... Private Wealth Client Relationship Manager San...procedures + Investment product knowledge (ie, 401K, Options, Annuities, Tax , Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin,… 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 ... with and for clients on a broad range of tax matters and advice, as well as experience identifying...a public accounting firm REQUIRED. + CPA required for Manager level (Supervisor role does not require CPA) +… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …inquiries Requirements + 3+ years of experience in Fund Accounting, Public Audit, or Tax ( Private Equity or similar preferred) + Open to candidates coming ... with Robert Half Finance and Accounting is partnering with a growing private investment firm. This a small, tight-knit team investing across unique alternative… more
- KeyBank (Tarrytown, NY)
- …further position Key as the client's trusted advisor. + Interfaces with other Key Private Bank advisors and team members as necessary to ensure investment advice is ... integrated with all other client plans ( tax , estate planning, retirement, etc.). + Provide timely feedback...retirement, etc.). + Provide timely feedback to the Relationship Manager and/or Client Experience Manager regarding important/critical… more
- PNC (Wilmington, DE)
- …to contribute to the company's success. As a Wealth Strategist Sr. within PNC's Private Bank organization, you will be based in Philadelphia, PA or Wilmington, DE. ... a regular basis. Some responsibilities may be performed remotely, at the manager 's discretion. PNC will not provide sponsorship for employment visas or participate… more
- Bank of America (San Francisco, CA)
- Private Wealth Relationship Manager San Francisco, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/San-Francisco/ Private -Wealth-Relationship- Manager --FP-\_25025589-2) **Job Description:** Merrill Wealth Management is… more
- Principal Financial Group (Des Moines, IA)
- **What You'll Do** We are seeking an Associate Portfolio Manager to join our Private Real Estate Debt team, with a primary focus on managing and supporting the ... portfolio. In this role, you will partner closely with senior Portfolio Managers to help develop and execute portfolio...Key areas of responsibility: + Support a Sr Portfolio Manager in the development and execution of portfolio strategy… more
- Nuveen Investments (New York, NY)
- **Job Description** + Assist the VP of Tax and Head of Tax with federal, state/local, and international tax compliance oversight, providing tax ... consulting advice to business partners, working with deal teams to maximize tax efficiency of investment structures. + Responsible for managing junior tax … more
- CIBC (Boston, MA)
- …about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) As a **Relationship Manager ** within CIBC's Private Wealth organization **,** you'll ... work collaboratively with a Senior Relationship Manager to support a book...years of experience in portfolio management, wealth management, personal tax , or financial planning. + **Investment knowledge:** You have… more
- Insight Global (Agoura Hills, CA)
- Job Description A client of Insight Global is seeking a Senior Tax Associate to join their growing team! This position is fully remote but you must reside in one ... the audit side of accounting and are focusing on tax compliance, tax consulting, venture capital, wealth...San Diego, Nashville, Miami, Scottsdale, and Cabo. Responsibilities: - Senior will report directly to the manager … more
- Columbia Bank (Seattle, WA)
- …This position requires expertise in simple to intermediate estate planning, tax planning and advanced investment management. + Develop new relationships through ... partners. + Profile the full spectrum of needs of Private Bank target clients and provide tailored advice in...train and present to small and large audiences of senior and executive level professionals. + Proven business development,… more
- Neuberger Berman (New York, NY)
- …._ Founded in 1939, Neuberger Berman is a private , independent, employee-owned investment manager . From offices ... Neuberger Berman's Tax team is looking for an experienced, results...experience preferred + Asset Management experience required (public and private experience preferred) + Proficiency in the taxation of… more
- BASF (New Providence, NJ)
- **Now Hiring! Regional Tax Manager Americas** We are looking for a Regional Tax Manager Americas to join our Coatings team in Southfield, MI or New ... a professional like you to serve as our Regional Tax Manager for the Americas based out...identify tax optimization opportunities. + Provide strategic tax advice to senior management, supporting business… more
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