Senior Tax Strategist Private Investments & HNW
JCW Group
JCW Group is seeking a Tax Specialist to join its growing tax function in New York. This role offers exposure to private investments, family office structures, and tax-exempt entities across a diverse investment platform. You will manage U.S. tax compliance and planning for high-net-worth individuals and related entities, coordinating with external advisors and internal teams to ensure accurate tax filings and timely responses to notices. #J-18808-Ljbffr JCW Group
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Senior Tax Strategist Private Investments & HNW in New York, NY vacancy
$200k - $260k
## Senior Wealth StrategistApplylocations: New... ...As a Senior Wealth Strategist, you are... ...and high net worth (HNW) clients to develop... ...planning as part of CIBC Private Wealth’s integrated... ...their estate planning, tax planning,... ...for you to use to invest in your growth and...SeniorPrivateTaxHigh net worthRemote workCanadian Imperial Bank of Commerce
New York, NY3 days ago$200k - $260k
...Senior Tax Manager / Tax Principal – High Net Worth Clients Location... ...partnership, corporate, and private foundation tax returns... ...Collaborate with financial advisors, investment professionals, attorneys, and... ...#accounting-finance #cpa #hnw #family-office #tax-planning...SeniorPrivateTaxHigh net worthWork at officeFlexible hoursLeoForce
New York, NY1 day ago- Neuberger is a global asset management firm seeking a Private Wealth Investment professional to support portfolio construction and client engagement... ...materials, and collaborate across Private Wealth, planning, tax, and trust teams, while traveling as needed. #J-18808-...SeniorPrivateTaxHigh net worth
$80k - $90k
Senior Tax Associate The Senior Tax Associate will support the tax planning and compliance functions for ultra‑high‑net‑worth... ...on financial services clients such as hedge funds, private equity, and other investment‑related individuals. This role will also assist in supporting...SeniorPrivateTaxHigh net worthFull timeLocal areaFlexible hours3 days per week- ...AccountingSelling Points Lead impactful tax engagements and advise high-net-... .... Gain expertise in alternative investments and complex tax planning.Job DescriptionTax Senior Manager OverviewThe Tax Senior... ....Leverage expertise in private equity, hedge funds, and alternative...SeniorPrivateTaxHigh net worth
- ...and expertise in accounting, tax, advisory, benefits, insurance... ...based on business needsThe Private Client Services (PCS) Tax Practice... ...and Primary DutiesThe Tax Senior Manager is responsible for... ...experience reviewing alternative investments including private equity and...SeniorPrivateTaxHigh net worthWork at office
- Lido Advisors in New York seeks an experienced Private Wealth Advisor to serve high- and ultra-high-net-worth families, family... ...personalized wealth strategies built on planning, tax, estate, and investment management. Join a collaborative team with in-house specialists...SeniorPrivateTaxHigh net worth
$165k - $185k
...and fixed income strategies, private equity and commodities, in addition... .... The Private Wealth Investment Group supports the investment... ...across investments, planning, tax, and trust Analyze and manipulate... ..., experience, skills, seniority, geographic location, business...PrivateTaxHigh net worthLocal areaWorldwideShift workNeuberger
New York, NY4 days ago- ...Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Wealth Management helps individuals... ...well-informed decisions and achieve their goals. The Senior Tax Strategist will join the Tax Strategy team within J.P. Morgan Private...PrivateTaxHigh net worthWork experience placementWork at office
$170.5k - $284.1k
Overview Provides comprehensive investment management services to Wealth Advisory Services clients... ...on emerging issues, regulatory and tax changes, and advises clients on appropriate... ...support and information to clients, Private Client Advisors and Trust Advisors as well...SeniorTaxHigh net worthWork experience placementWork at office- ...Overview Senior Tax Accountant – Manhattan CPA Firm. Do all the sophisticated, fun, challenging work of a large... ...Prepare and begin reviewing tax returns for Mid-Sized Private Companies in multiple industries, Investment Entities, High Net-Worth Individuals, Fiduciary...SeniorPrivateTaxHigh net worthImmediate start
Sterling Freeman
New York, NY4 days ago - ...the planet we all share.HSBC Private Banking’s Trust & Fiduciary Services... ...leads end-to-end fiduciary tax compliance across trusts,... ...colleagues and clients.As our Senior Fiduciary Tax Manager, you will... ...practical tax guidance to Trust & Investment Management and Trust...SeniorPrivateTaxHigh net worth
$200k - $250k
...worth clients with at least $25 million of investable assets. This role includes a business... ...objectives and needs - integrating estate and tax planningEnsure all clients are highly... ...principlesFamiliarity and comfort engaging with private business ownersStrong team playerStrong...SeniorPrivateTaxHigh net worthFull timeWork at officeLocal area$100k - $150k
...Company Overview A private family office managing the financial affairs and investments of a high‑net‑worth individual is seeking a Senior Accountant. The role involves comprehensive accounting... ...reporting packages Assist in the tax basis accounting and recording of K-...SeniorPrivateTaxHigh net worthWork at officeLanding Point
New York, NY4 days ago- ...proud to partner with a well-established, privately held investment firm headquartered in New York City.... ...detail-oriented and highly organized Tax Associate to join their finance team.... ...accounting functions, working closely with senior leadership and external advisors. The...SeniorPrivateTaxHigh net worthWork at officeLocal area
StevenDouglas
New York, NY2 days ago $200k - $350k
...affluent families, is seeking a Senior Advisor for a direct hire role... ...We are seeking a seasoned investment professional to join our New York... ...asset classes, including private and alternative investments Strong... ...understanding how investment, tax, estate, and family governance...SeniorPrivateTaxHigh net worthWork at office$115k - $270k
...management businesses provide financial planning, investment management, banking, and comprehensive... ...-edge technology, data, and design. Private Wealth Management (PWM)Goldman Sachs... ...Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning...SeniorPrivateTaxHigh net worthFull timeTemporary workPart timeWork experience placement$92k - $115k
...Corporate | Capital markets | Private client | Regulatory & Compliance... ...talented and detail-oriented Senior Fund Accountant to join our... ...venture capital, or alternative investment funds who enjoys working in a... ...contact for external auditors and tax service providers. Prepare...SeniorPrivateTaxHigh net worthOcorian
New York, NY2 days ago$120k - $230k
...our sophisticated and growing tax practice. We are seeking Tax Managers... ...worth individuals, complex private client services, fiduciary or... ..., along with trade and investment partnerships across a variety... ...reviewing work from the Associate and Senior levels. Mentoring team members...SeniorPrivateTaxHigh net worth$80k - $90k
Tax Senior Associate-(Private Client Services) Job Category: Tax - Private Client Group Requisition Number: TAXSE004444 Full-Time Hybrid Locations... ...clients such as private equity fund managers and investment bankers. The Senior Tax Associate will work closely with...SeniorPrivateTaxHigh net worthFull timeLocal areaFlexible hours3 days per week$80k - $90k
PKF O'Connor Davies in New York is seeking a Senior Tax Associate to support tax planning and compliance for ultra-high-net-worth clients. This role requires collaboration with senior team members to provide high-quality client service and assistance with complex tax issues...SeniorTaxHigh net worth$140k - $180k
...a public accounting firm. They seek a Tax Manager, Private Client Group, to join their Manhattan,... ...filings for individuals, trusts, family investment partnerships, private foundations, estates... ...in tax consultingExperience with HNW clientsStrong knowledge of tax laws, regulations...PrivateTaxHigh net worthWork at officeLocal areaRemote work- Join the Institutional Investment Solutions team at J.P. Morgan in New York as a Family Office Multi-Asset Portfolio Manager. You will partner with U.S. Private Bank Advisors to deliver customized, tax-aware investment solutions for large Family Office clients and lead...SeniorPrivateTaxWork at office
- ...leaders and innovators from the private wealth industry who possess a... ...estate planning, tax optimization strategies, philanthropic... ...transferCollaborate with the investment team on alternative investment... ...demonstrated experience serving HNW/UHNW clients in a multi-family...PrivateTaxHigh net worthWork at office
- JPMorgan Chase & Co. in New York seeks a senior professional to lead Institutional Investment Solutions for Family Offices, focusing on multi-asset, tax-aware strategies and bespoke client... .... The role collaborates with U.S. Private Bank Advisors, delivers holistic investment...SeniorPrivateTax
$350k
...regional full-service bank encompassing Private Banking, Lending, Branch,... ...the Role Our client is seeking a Senior Advisor/ Banker who leads with investments. Manage, develop and retain full-service... ...relationships with both UHNW & HNW clients. Responsibilities Must have...SeniorPrivateHigh net worthAvior Executive Search, Inc
New York, NY4 days ago- ...market. You will inherit and grow an established HNW/UHNW client book and deliver comprehensive financial planning and investment solutions. The role requires strong... ...management, cross-team collaboration with estate, tax and lending specialists, and a disciplined business...SeniorTaxHigh net worth
- ...Senior AssociateA highly respected wealth management and advisory... ...with a strong high-net-worth tax foundation who wants to move beyond... ...with the attorneys, investment advisors, and other professionals... ...enjoys the technical side of HNW tax but wants a much broader client...SeniorTaxHigh net worthWork at office
Talnt LLC
New York, NY3 days ago - Citigroup Inc. in New York is seeking an Investment Sales Sr. Lead to guide private client product offerings and drive discretionary investment strategies. You will educate Bankers and Investment Counselors, develop marketing programs, and build a pipeline for new opportunities...SeniorPrivate
- Avior Executive Search, Inc. represents a growing multi-discipline bank seeking a Senior Advisor/Banker who leads with investments and manages full-service UHNW/HNW relationships in the NYC metropolitan area. The role requires strong COIs or an established book, self-sourcing...SeniorPrivateHigh net worth
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Tax Strategist Private Investments & HNW. Be the first to apply!
Related searches
- workplace strategist New York, NY
- senior brand strategist New York, NY
- business strategist New York, NY
- entry level strategy consultant New York, NY
- program strategist New York, NY
- communications strategist New York, NY
- marketing strategy consultant New York, NY
- digital strategist New York, NY
- strategy consultant New York, NY
- technology strategist New York, NY