Senior Manager of Private Wealth Tax Services

Join Altfest Personal Wealth Management, a respected leader in independent wealth management, as a senior wealth management professional specializing in estate planning. This role involves working closely with clients to understand their estate planning needs and developing tailored solutions to meet those needs. The ideal candidate will have significant...

Job Overview:Baker Tilly is a leading advisory, tax and assurance firm that provides clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers.We are seeking a Tax Manager to join our Private Wealth/High Net Worth team. This is an exciting opportunity to be a valued advisor...

Job SummaryBaker Tilly is a leading advisory firm that offers a wide range of tax services to high-net-worth individuals and families. We are currently seeking a Tax Senior Manager to join our team in Texas. The ideal candidate will have extensive experience in tax return review and planning for wealthy individuals, family members, and their trusts,...

Job DescriptionWe are seeking an experienced Senior Private Wealth Advisor to join our team at IDB Bank. As a key player in our Private Banking department, you will be responsible for managing client relationships and providing expert financial guidance to high net worth individuals.The ideal candidate will have a proven track record of success in wealth...

Job DescriptionEmpire Wealth Management is a renowned full-service CPA firm seeking a skilled Senior Tax Accountant to lead our taxation team in Brooklyn, NY. As a key member of our team, you will be responsible for preparing complex tax returns, including multi-state filings, and finalizing financial statements with accuracy and precision.Key...

Job Description:Citi's global presence and ability to serve clients comprehensively has positioned us as a leader in Wealth management. With an unwavering commitment to our clients, the Private Bank delivers a robust product offering and capabilities to help them achieve their goals.We act as trusted advisors to many of the world's most successful and...

The role requires 15+ years of experience in private banking (ultra high-net-worth space), business development and relationship management. Significant knowledge of banking and credit: general understanding of investments, trust and wealth transfer is also required.Solutions-oriented sales professionals with exceptional interpersonal skills will thrive in...

We are seeking an ambitious professional to drive market share growth across the family wealth distribution spectrum at Hines Private Wealth Solutions. This role requires a strong passion for client service and experience working with complex multi-generational families, family offices, large RIAs, and RIA aggregators.Key ResponsibilitiesBUILD CONSULTATIVE...

About the PositionWe are seeking a skilled and detail-oriented Senior Wealth Management Professional to join our Family Office team at Anchin. As a key member of our team, you will play a vital role in delivering tailored financial solutions and services to high-net-worth families.Key ResponsibilitiesBuild and maintain strong relationships with clients,...

Job SummaryAmbitious and highly organized Senior Administrative Assistant sought to provide exceptional support to senior executive within Goldman Sachs' Private Wealth Management business. This is a complex role that requires discretion, integrity, and professionalism.The successful candidate will maintain and coordinate calendars, prioritize meetings,...

About the RoleEmpire Wealth Management is seeking an experienced Senior Tax Accountant to join their team in Brooklyn, NY. The ideal candidate will have a strong background in tax preparation and financial statement analysis.Key Responsibilities:Finalize financial statementsPrepare complex tax returns (1040's, 1120, 1120s, 1065, 1041 and 709) returns,...

Job OverviewGIC Private Limited is one of the world's largest sovereign wealth funds. As a leading global long-term investor, we deploy capital in areas where we can utilize our comparative advantages, namely, a long investment horizon, global presence, sector expertise, as well as skilled and experienced teams.We are seeking an Investment Associate to join...

Job Title: Wealth Management ExpertEstimated Salary: $150,000 - $220,000 per yearAbout Dynamic Wealth Strategies Inc.We strive to provide exceptional wealth management services, empowering our clients to make informed decisions about their financial futures. Our experienced team offers tailored advice on investments, protection, and financial planning,...

Role OverviewWe are seeking a seasoned Senior Tax Accountant to join our dynamic team at Empire Wealth Management in Brooklyn, NY. In this role, you will be responsible for preparing complex tax returns, including multi-state filings, and finalizing financial statements with accuracy and precision.About the Role:Prepare and finalize financial statements with...

Job Description:Citigroup, Inc. seeks a Private Banker to join our team in New York. As a key member of our Private Client Coverage group, you will be responsible for building and maintaining relationships with high net worth individuals and families. You will work closely with clients to understand their financial goals and objectives, providing tailored...

We are seeking a highly skilled Senior Wealth Advisory Specialist to join our team in the US Wealth Strategic Accounts division at Macquarie Asset Management. This is a unique opportunity to develop and execute private market strategies that drive business growth and deepen relationships with key stakeholders.Key ResponsibilitiesCultivate deep relationships...

Job Overview:JobRialto is seeking a highly skilled Private Wealth Management Marketing Associate to join our team. As a key member of the PWM UHNW Business Development team, you will play a critical role in supporting the Private Wealth Management and International Wealth Management teams as they engage with Ultra High Net Worth clients and...

As a Marketing Lead for Alternative Credit Products at Blue Owl, you will play a critical role in developing and executing marketing strategies to drive awareness and adoption of our alternative credit products within the private wealth segment. You will work closely with internal teams, including investment management, product development, compliance, and...

Job DescriptionAs a Tax Senior Manager at FORVIS, you will be part of a dynamic team providing tax advisory services to ultra-high net worth clients. You will work closely with our Private Client team to develop and implement tax strategies that meet the complex needs of our clients. The role requires significant expertise in taxation compliance and...

Company OverviewAt First Citizens Bank, we are dedicated to delivering exceptional client experiences and driving growth through strategic partnerships. Our Wealth Management division is a key driver of this strategy, and as a Senior Wealth Management Specialist, you will play a critical role in achieving our goals.