Asset & Wealth Tax Strategy Lead
PwC
PwC in New York is seeking an Asset & Wealth Management Tax Senior Manager to guide clients through complex tax regulations, validate compliance, and optimize tax positions. You will lead teams to deliver high-quality tax advice while minimizing risk and ensuring regulatory alignment across engagements.
In this role you will mentor professionals, develop client relationships, and apply systems thinking to deliver holistic tax strategies.
#J-18808-Ljbffr- ...Search is partnering with a leading global quantitative... ...firm to find a Wealth Channel Lead for its Investor... ...investment philosophy, strategies, and product offerings,... ...following: institutional asset management, hedge fund,... ...strategies, and tax-aware investing is highly...AssetTaxFull timeWork at office
- ...Vice President of Wealth Strategies About the Company A multi-family office with $32 billion in assets under management Industry Financial Services Type Privately... ...with a specific focus on individual income tax planning for high-net-worth families. This...AssetTaxWork at office
$240k - $260k
...InvescoAs one of the world’s leading independent global... ...range of investment strategies and vehicles to our clients... ...Strategies Technology (Wealth, SMAs & Model... ...with Invesco’s wealth and asset management business to... ...risk preferences, and tax considerations. These solutions...AssetTaxFull timeWork at officeFlexible hours$210k - $280k
...deliver thoughtful, collaborative strategies that focus on what is most... ...Wealthspire Advisors acts as a wealth manager, investment Advisor,... ...through financial, estate and tax planning. This role partners with... ...understand how different assets and sources of wealth should be...AssetTaxFlexible hours- ...Business Unit Overview: The Wealth Advisory Group is a newly formed... ..., with services that span tax strategy, risk protection, philanthropy... ...relationships with third-party asset managers and platform... ...and evolving market trends. • Lead the coordination, distribution...AssetTaxWork at officeLocal area3 days per week
$85k - $160k
...Strategic and Quantitative Asset Allocation (SQAA) team within the Investment Strategy Group (ISG). The... ...also a must. OUR IMPACT Wealth ManagementAcross Wealth... ...clients and customers, and leading-edge technology, data... ...beyond, which may include tax and estate planning,...AssetTaxFull timeTemporary workPart time- J.P. Morgan Asset Management (Tax-Smart team) seeks a Vice President to lead tax-aware investment strategies and oversee SMA portfolios in New York. You will partner with research to implement actionable, scalable investment processes and coordinate with technology and...AssetTax
$115k - $270k
Private Wealth ManagementGoldman Sachs Private Wealth... ...and deliver customized strategies drawn from our deep investment... ..., which may include tax and estate planning,... ...a Vice President to lead PWM's next-generation marketing... ..., and marketing assets that support the GSFO team...AssetTaxFull timeTemporary workPart timeWork at officeAfternoon shift- ...Landing Point, a leading independent asset management firm, seeks a Vice President, Wealth Investment Client Portfolio to support its Private Wealth division in New York... ...across Private Wealth on investments, planning, tax, and trust. This role also involves data analysis...AssetTax
$115k - $270k
..., Brand Marketing & Creative Strategy to lead brand positioning, messaging... ...advertising creative across Private Wealth Management ("PWM") and... ...and beyond, which may include tax and estate planning, philanthropic... ...the creative approach, asset architecture, and channel-specific...AssetTaxFull timeTemporary workPart timeWork at office- PwC is seeking a Specialized Tax Services - Energy Incentives & Credits Senior Manager to provide strategic tax guidance on complex issues including accounting methods, fixed assets and R&D credits. You will lead large projects, coach teams, and communicate clear, impactful...AssetTax
$175k - $225k
...As a forward thinking asset manager, we build dynamic... ...leverage cutting edge strategies and deep insights to unlock... ...for long term wealth creation. Our talented,... ...RoleThe AI Enablement Lead owns the AI-domain content... ...% company match on pre-tax and/or Roth contributions...AssetTaxWork at officeLocal area$155.7k - $183.2k
...As a forward thinking asset manager, we build dynamic... ...leverage cutting edge strategies and deep insights to unlock... ...for long term wealth creation. Our talented,... ...maintainable.Job OverviewThe Lead - AI Optimization... ...% company match on pre-tax and/or Roth contributions...AssetTaxWork at officeLocal area3 days per week$160k - $220k
...an experienced estate tax professional? Does partnering... ...advice related to wealth transfer and philanthropic... ...and philanthropic strategies for clients perform research... ...Trusts, Charitable Lead Trusts, Private Foundations... ...provide diversified asset management solutions and...AssetTaxFull timeFlexible hours- ...Family Office Content Lead for a globally respected... ...for how the world's top asset managers, hedge funds,... ...covering everything from tax and governance to... ...dynamics and investment strategy Interview industry heavyweights... ...Partner closely with a Wealth Management team shaping...AssetTaxFull timeWork at office
- ...Top-tier wealth management firm seeks Senior Relationship Manager in New York to serve... ...sophisticated investment and asset allocation strategies Build and utilize a personal referral... ...clients and their advisors regarding tax, trust, estate, and investment matters...AssetTaxFull timeLocal area
$150k - $250k
...An independent, employee-owned global asset management firm manages over $530 billion... ..., offering a wide range of investment strategies and wealth planning services. They are seeking a Vice... ...across investments, planning, tax, and trust. Analyze and manipulate data...AssetTax- ...Description Evolve Private Wealth is an independent, employee-owned... ...investment management, tax strategy, estate planning coordination... ...run. Responsibilities Lead key client relationships end... ...including exposure to alternative assets ~ Experience with Addepar a...AssetTaxFull timeWork at office
- ...About Our Client Our client is a leading global alternative asset manager with a broad platform... ...hedge funds, and other investment strategies. The firm’s Private Wealth business is a significant and... ...management, operations, finance, tax, compliance, and other internal...AssetTaxFull time
- ...ServicesSelling Points Drive impactful wealth strategies for high-net-worth clients in a hybrid role... ...to develop innovative strategies for asset growth, preservation, and legacy planning... ...Provide expert guidance on estate planning, tax optimization, and investment strategies,...AssetTaxRemote work
- ...Top-tier wealth management firm seeks Senior Relationship Manager in New York to serve... ...sophisticated investment and asset allocation strategies Build and utilize a personal referral... ...clients and their advisors regarding tax, trust, estate, and investment matters...AssetTaxLocal area
- ...Wealth Management, Product Development, Vice President... ...Description JPMorgan Asset & Wealth Management delivers industry-leading investment management solutions... ...and institutions with strategies and expertise that span... ..., risk, finance, tax, operations and technology...AssetTax
$175k - $225k
...Description We are seeking a Portfolio & Wealth Advisor to support the team’s... ...Team to develop an overall investment strategy based on the client’s risk/reward profile, objectives, and tax status; determining appropriate asset allocation and portfolio construction;...AssetTaxWork experience placementShift work- ...broad knowledge of the wealth management and alternative... ...capabilities and strategies into investment-grade and... ...office clients.Oversee and lead product strategy and... ...variety of alternative asset classes including private... ..., fee models, tax, regulatory and legal requirements...AssetTaxWork at office
- ...Wealth Management, Regional Trust Team Lead, Executive Director New York, NY, United States Job Identification... ...Family Management Business Unit Asset & Wealth Management Posting Date... ...Bank advisors to coordinate client strategy and participate in key client...AssetFull time
$100k - $160k
Private Wealth Management (PWM)Goldman Sachs Private Wealth Management... ...advise and deliver customized strategies drawn from our deep investment... ...and beyond, which may include tax and estate planning,... ...grow. Founded in 1869, we are a leading global investment banking, securities...AssetTaxFull timeTemporary workPart time- ...professionals within J.P. Morgan Wealth Management Solutions,... ...billion in customized multi-asset solutions for Family... ...both in-house expertise and leading external managers.We understand... ...for developing a customized tax-aware investment strategy that aligns with their long...AssetTaxWork at officeFlexible hours
$85k - $160k
Wealth ManagementAcross Wealth Management, Goldman Sachs... ...and customers, and leading-edge technology, data and... ...and deliver customized strategies drawn from our deep... ...beyond, which may include tax and estate planning, philanthropic... ...strategic and tactical asset allocation as well as...AssetTaxFull timeTemporary workPart time$150k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelDirectorJob... ...OpportunityAs an Asset & Wealth Management Tax Director... ...strategic direction and lead business development... ...implementing innovative tax strategies to support business growth...AssetTaxFull timeH1b$85k - $100k
...supports the Principal, Portfolio Strategy, who guides the team’s investment strategy, sets asset allocation targets for our... ...targets on Schwab and Fidelity, with tax-aware lot selection and wash-... ...Required: ~5 years in private wealth, family office, or institutional...AssetTaxFull timeTemporary workWork at office
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