- Deloitte (Stamford, CT)
- …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
- City National Bank (New York, NY)
- * PRIVATE WEALTH ANALYST* WHAT IS THE OPPORTUNITY? Supports PB client teams in delivering investment analysis and financial planning materials for high-net-worth ... in performing financial planning analyses. * Collaborate closely with Tax and Financial Planning team. * Lead region as...Policy Statement and investment objective selection. * Participate with Private Banker and Portfolio Manager when further… more
- JPMorgan Chase (New York, NY)
- …across the entire wealth spectrum and have experience with athletes, with tax and wealth transfer strategies; and with financial planning; experience with ... Wealth Planning & Advice (WP&A) is a group of experts in trusts & estates, tax planning, financial planning, and planning in related areas for individuals and… 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
- HSBC (New York, NY)
- …manufacturing capabilities in Asset Management and Insurance. The Head of Distribution for Wealth , Premier and Private Banking, US is responsible for maintaining ... and growing existing International Wealth and Private Banking clients (IWPB) and...service delivery + Be an effective and pro-active risk manager , by promoting a strong risk management culture, maintaining… more
- City National Bank (New York, NY)
- …administrative trusts, which are includible in a decedent's estate for estate tax purposes. Administer closing process for all estate and personal trust accounts ... intervivos trusts, Charitable Trusts, Conservatorships, Guardianships, Life Insurance Trusts, Private Family Foundations, Special Needs Trusts, and other Agency… 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
- KeyBank (Tarrytown, NY)
- …- Albany, New York 12207-1501 - Maintains deep expertise in fiduciary, investment, tax , and other related wealth issues and employs sound fiduciary judgement ... Trust Administration - Administers complex trust (ex: Special/Supplemental Needs Trust, Private Foundation, Trust Under Agreement, Trust Under Will, etc.) accounts… more