- Vaco by Highspring (Fort Lee, NJ)
- Our client, a prestigious investment office is seeking a Senior Accountant to join their team. The firm manages the complete wealth portfolio-spanning both ... newly created role will support accounting, financial operations, and tax activities across a diverse mix of entities and...across a diverse mix of entities and investments, including private equity, real estate, hedge funds, and other alternative… more
- Deloitte (San Juan, PR)
- …May 31, 2026. What You'll Do As a Tax Senior 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
- Grant Thornton (Boston, MA)
- As the Private Wealth Services Tax Senior Associate, you'll perform compliance services for complex tax returns and provide income, estate, and gift ... environment, and support to help you excel. You'll collaborate with the Private Wealth Services Tax team and make recommendations on return preparation… more
- Edward Jones (Tempe, AZ)
- …to these questions, the Wealth Strategist role could be the right opportunity for you! Private Wealth Consulting is a team within the Private Wealth ... on financial planning, portfolio strategy, and guidance on complex wealth management strategies. The Private Wealth...help clients reach their goals. **What You Will Do:** Senior Wealth Strategists partner with home office… more
- PNC (Nashville, TN)
- …valued and have an opportunity to contribute to the company's success. As a Senior Wealth Strategist within PNC's Private Bank organization, you will ... be based in Tennessee. **Job Description** + Develops, consults on and implements tax , estate and financial plans for clients, including those of the greatest… more
- Bank of America (Atlanta, GA)
- …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 Atlanta,...procedures + Investment product knowledge (ie, 401K, Options, Annuities, Tax , Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin,… 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 ... promote growth and acquisition. Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support… more
- Edward Jones (Tempe, AZ)
- …to these questions, the Wealth Strategist role could be the right opportunity for you! Private Wealth Consulting is a team within the Private Wealth ... on financial planning, portfolio strategy, and guidance on complex wealth management strategies. The Private Wealth...help clients reach their goals. **What You Will Do:** Senior Wealth Strategists partner with home office… more
- Neuberger Berman (New York, NY)
- …in conjunction with the firm's wealth advisors and portfolio managers, the Senior Wealth Planner will be charged with building strong relationships with ... and comprehensive analysis of our client's financial situation. The senior wealth planner will also be responsible...representatives on behalf of all eMoney users at NB Private Wealth . **Responsibilities:** + Constructing and formulating… more
- Neuberger Berman (New York, NY)
- …As a key member of one of NB Private Wealth 's largest Private Asset Management teams, the Senior Estate Planner will advise high-net-worth clients on all ... aspects of trust and estate planning, tax strategy, pre-liquidity events, and charitable giving. The role...relationships and those with the highest growth potential. The Senior Estate Planner will collaborate with both internal and… more
- Wells Fargo (Boston, MA)
- **About this role:** The Senior Lead Wealth Planning Strategist plays a significant role in deepening and broadening relationships with existing clients, as well ... as developing/bringing new client relationships of $10MM+ into Wealth & Investment Management. **In this role, you will:** + Provide customized wealth planning… more
- Fifth Third Bank, NA (Evansville, IN)
- …in sales and/or marketing. + Resourcefulness in finding creative solutions. #LI-TC1 Senior Wealth Strategist At Fifth Third, we understand the importance ... in banking at Fifth Third Bank. GENERAL FUNCTION: Serves as the primary Wealth Planning expert and resource for high net worth prospects and client relationships… more
- Edward Jones (Tempe, AZ)
- …businesses, charitable organizations, and private foundations. **What You Will Do:** The Senior Trust Tax Officer is responsible for fiduciary tax return ... early due to the volume of applicants. **Team Overview:** Wealth Management Advice and Solutions (WMAS) is responsible for...preparation, under the direction of the Trust Tax Manager. Responsibilities include: + Reviewing and understanding trust… more
- JPMorgan Chase (New York, NY)
- …AM investment solutions teams to develop and deliver products for use in the Private Bank (PB), Chase Wealth Management (CWM), JPMorgan Advisors (JPMA), and ... ** Wealth Management, Product Development, Vice President** Job Description:...investment management, business channels, trading, legal, compliance, risk, finance, tax , operations and technology teams + Provide subject matter… more
- Eastern Bank (Boston, MA)
- …can benefit from one or more of the Banks' banking and wealth management services including banking services, residential and commercial lending, cash management, ... and wealth management. Oversees general administration of client relationships and...on trust accounting system to ensure accuracy of mailings, tax reports and statements, and account information. + Develops… more
- Commerce Bank (Kansas City, MO)
- …of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration ... range for some roles. This compensation range is for the Business Development Representative/ Wealth Management Consultant & Senior Consultant - CTC job and… more
- KeyBank (Toledo, OH)
- …JOB FUNCTIONS:** **Fiduciary Expertise** + Maintains deep expertise in fiduciary, investment, tax , and other related wealth issues. + Designs and delivers ... require complex strategies to protect, grow and transition personal and family wealth . Actively manages trust and agency accounts, in accordance with established… more
- University of Pennsylvania (Philadelphia, PA)
- …with federal and state tax laws. + Provide counsel on investment tax matters, including private equity, hedge funds, joint ventures, complex partnership ... allocation of expenses. + Interpret and apply IRS guidance relating to tax -exempt organizations, including private letter rulings, audit defense, and legislative… more
- Edward Jones (St. Louis, MO)
- …could be a great opportunity for you! Edward Jones has developed a new wealth management offering tailored to meet the unique needs of high-net-worth (HNW) clients ... branch teams to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties, plan implementation… more
- Robert Half Finance & Accounting (Spartanburg, SC)
- …partnering with one of the top family offices in Upstate South Carolina to hire a Tax Manager or Senior Manager - title depends on the strength of experience. ... 5-12+ years in public accounting, family office, or UHNW private client tax + Proven ability to... client experience + Exposure to multi-generational estate and wealth planning Robert Half is the world's first and… more
