- NPAworldwide (Chatham, NJ)
- Tax Director - Wealth Management / Family Office / UHNW Location: Chatham, NJ (On-site) Industry: Financial Services / Family Office Compensation: Base salary up ... target)+ full benefits (100% employer-paid) Please note: Candidates in public accounting ( Manager , Senior Managers or Directors) who are exceptionally motivated… more
- State Street Corporation (Burlington, MA)
- …consulting team, or Practice, and contribute to individual projects while serving as senior subject-matter experts. As a manager , Practice Managers lead teams of ... What we are looking for Wealth Practice Managers have two overall responsibilities. They...the recruiting team to hire talent at junior and senior experience-levels. Set objectives and evaluate team members. Make… more
- EisnerAmper LLP (New York, NY)
- …you need to succeed and the autonomy to reach your goals. EisnerAmper is seeking a Tax Senior Manager specializing in Trust & Estate to join the Private ... Provide expert tax planning and advisory services to clients, including wealth transfer strategies, charitable planning, and estate planning. Take on the primary… more
- Platform Accounting (New York, NY)
- Due to continuing growth, our team is seeking a Senior Tax Manager who has an entrepreneurial spirit and knows how to get things done. In addition to the ... Group is a rapidly growing professional services firm providing tax , accounting, assurance, IT consulting, and wealth ...Serve as the primary point of contact and relationship manager for new clients Work with the firm's executive… more
- Adams Brown LLC (Overland Park, KS)
- …other financial reports. Responsibilities also include preparing statistical and account analyses. The Senior Staff Tax accountant is familiar with tax and ... and private asset solutions families. In addition, we offer holistic tax , accounting, payroll, audit, financial advisory, business valuation, technology and … more
- Swell Recruit (New York, NY)
- About the job Tax Manager HNW (2days Park Ave) Tax Manager (HNW) Midtown Manhattan, NYC (Near Park Ave/57th St.) We are a thriving boutique accounting ... Midtown Manhattan. We are seeking a dedicated and experienced Tax Manager with over 5 years of...Learning from Experts: Learn directly from seasoned partners and senior staff members, benefitting from their wealth … more
- Crescent City Recruitment Group (Northbrook, IL)
- …supportive, collaborative, and people-first environment. The Opportunity: We are seeking an experienced Tax Senior or Supervisor who is looking to make an ... knowledge and accelerate your career. High Net-Worth Individuals, Trust, Estate & Gift Tax Manager The primary functions of the role include: *Preparation,… more
- Vestwell (King Of Prussia, PA)
- …For? Vestwell is expanding and we're keen to add an amazing Product Manager to our team who's passionate about changing the retirement industry. We're looking ... Necessities 5+ years of product management experience , ideally in fintech, wealth management, or investments Prior investment product experience , particularly in… more
- Franklin Templeton (Boston, MA)
- …clients achieve their investment goals. Our dynamic firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress ... relationships, achieving quality results, and working with integrity. What is the Senior Financial Analyst / Profitability Analyst responsible for? The Senior … more
- First Horizon (Birmingham, AL)
- …$1MM-$5MM range of total exposure, and either recommend a decision to a senior officer or use their own authority to decision the application. Key Responsibilities ... or representatives virtually or in person calls in conjunction with Relationship Manager . Ability to prepare high quality, detailed credit approval documents that… more
- Formlabs (Somerville, MA)
- …of every designer, engineer, researcher, and artist in the world. As a Principal Product Manager in Business Systems at Formlabs, you will be a senior individual ... Suite. Our Perks & Benefits: Robust equity program to build future wealth through RSUs Comprehensive healthcare coverage (Medical, Dental, Vision) Low cost fund… more
- Golub Capital (Chicago, IL)
- …internal teams and high net worth individuals / wealth managers Relationship manager for assigned wealth manager operational contacts Helping to ... Position Information Hiring Manager : Vice President Department: Investor Communications Department Overview...services and acts as the liaison between clients and senior management. The department is also responsible for investor… more
- NPAworldwide (Katonah, NY)
- …, as the firm continues to grow and evolve its finance function. The Accounting Manager will work closely with senior leadership and will also provide support to ... Assistant Controller(Path to Controller) Wealth Management / Family Office (Financial Services) Katonah,...$130K-$175K base DOE, plus bonus Plesae note: Managers and Senior Managers in public accounting are encouraged to apply… more
- The University of Pennsylvania (Philadelphia, PA)
- …variety of professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and resources, and much more. Posted ... Operations and Clinical Projects Associate Job Profile Title Research Coordinator Senior Job Description Summary The Clinical Operations Associate will support the… more
- Massachusetts Mutual Life Insurance Company (MassMutual) (Boston, MA)
- …of professionals experienced in and responsible for accounting, financial reporting, tax , policy and controls, cash operations, corporate finance data and systems ... management as well as wealth management finance activities. We are seeking engaging professionals...a better place than you found it. As a senior accounting associate, you will be an experienced accounting… more
- Formlabs (Somerville, MA)
- …in dealing with highly confidential information. Professionalism in dealing with senior executives is imperative. Strong communication skills and the ability to ... The best candidate has been a successful Executive Assistant or Operational Manager before, in a high-growth and quickly changing environment. Prioritization and… more
- Citigroup (New York, NY)
- …Private Client, International Private Bank and Citi Private Bank brands _._ The Senior Wealth Management Relationship Manager is responsible for coordinating ... positive impact on the communities we serve. **About Citi Wealth ** Citi Wealth is focused on serving... management services, with a focus on estate planning, tax strategies, and business succession for HNW and UHNW… more
- Commerce Bank (Kansas City, MO)
- … wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration services. Our ... approach to wealth management means assembling a team of seasoned ...for some roles. This compensation range is for the Senior Digital Product Manager job and contemplates… more
- Vanguard (Charlotte, NC)
- …and make a lasting impact with a leader in the financial industry! As a Senior Wealth Advisor within Vanguard's Advice and Wealth Management division, you ... in investable assets using Vanguard products and the fullest expression of our wealth management offer. Responsibilities Senior Wealth Advisors onboard… more
- HUB International (Bethesda, MD)
- …and Skills:** + Wealth management experience with fee-based consulting, tax , mutual funds, money manager programs, insurance and financial planning ... success by developing relationships with others **Job purpose:** As a Senior Wealth Advisor, you will work directly with referral partners, and prospective… more
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