Senior Tax Strategy Director for Private Wealth
JPMorgan Chase & Co.
JPMorgan Chase & Co. in New York seeks a Senior Tax Strategist to join the Tax Strategy team within Private Advisory, delivering thought leadership and tax-efficient wealth structuring guidance to high‑net‑worth clients. You will collaborate with private banking partners and external advisers, address evolving tax laws, educate colleagues, and build a network of tax and legal experts to craft bespoke investment structures. #J-18808-Ljbffr JPMorgan Chase & Co.
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Tax Strategy Director for Private Wealth in New York, NY vacancy
- Neuberger Berman’s Wealth Advisor Team seeks an Investment Strategist to lead the investment process for private wealth clients by developing strategic and tactical asset allocation models and customized portfolio solutions. The role leverages the firm’s institutional capabilities...SeniorPrivate
$211.28k - $316.92k
...-07-13Location: New York, New York, United StatesSalary: $211,280.00 - $316,920.00Category: Private Client Product Services, Professional, WealthCompany: CitiCiti Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. Citi...SeniorPrivateFull time- Corient Private Wealth LLC is seeking a Senior Tax Associate to support high-net-worth clients with fiduciary and individual tax filings and planning. You will prepare and review tax workpapers, assist in research, and collaborate with a small team to deliver integrated...SeniorPrivateWork at office
- Henderson Harbor Tax is seeking an experienced Remote Tax Director, Private Wealth to oversee tax planning, compliance and advisory services for high-net-worth individuals... ...tax, CPA or JD, and a proven ability to develop strategies using modern technologies. #J-18808-Ljbffr...PrivateRemote job
$117k - $175k
...credit underwriting new and existing clients in partnership with a private bank credit team. Key responsibilities include independently... ..., and coaching teammates on credit requirements. The Global Wealth Investment Management-Sr Credit Underwriter is aligned with the...SeniorPrivateFull timeBank staffWork at officeDay shift$120k - $150k
...visit CIBC.comWhat you'll be doingThe Private Wealth Audit team provides independent assurance... ...advisors, and personal banking. As a Senior Audit Manager, you'll execute a risk-based... ...risk insight - Translate business strategies, initiatives, and emerging developments...SeniorPrivateFull timeRemote workShift work2 days per week$65 - $75 per hour
...in New York, NY is seeking an experienced Senior Tax Manager to join their growing Private Client team. Candidates must have a... ...quality control Collaborate with partners and wealth advisors on estate and wealth transfer strategies Requirements 8+ years of tax experience in...SeniorPrivateContract workMission Staffing
New York, NY1 day ago- JPMorgan Chase & Co. is seeking a Private Banker Associate in the U.S. Private Bank to assist a Senior Banker in managing client books, acquiring new clients, and delivering comprehensive wealth management solutions. The role emphasizes coordinating client information,...SeniorPrivate
$200k
...advisory services to corporate and private equity clients related to... ...technology, media and telecom. Senior investment banking... ...floating rate and F/X, private wealth, insurance and other services.... ...accidental death and dismemberment, tax-preferred savings accounts, and...SeniorPrivateFull timePart timeBank staffShift workDay shift$350k
...Senior Advisor/Banker Our client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit, and Insurance. Due to its active... ...degree with 7+ years' experience in the wealth management industry as either a...SeniorPrivateAvior Executive Search, Inc
New York, NY4 days ago- ...CIM Group is seeking a 1st Vice President of Strategic Partnerships for their Private Wealth Group in New York. This full-time role involves managing fundraising campaigns and leveraging relationships with broker-dealers and banks. Ideal candidates will possess strong...SeniorPrivateFull timeRemote work
- JPMorgan Chase & Co. is seeking a Private Banker for its U.S. Private Bank to advise families on wealth management, credit, and banking needs. You will grow client assets by delivering focused investment and planning advice, while collaborating with internal specialists...SeniorPrivate
- Goldman Sachs, Inc. is seeking a Vice President to join Private Wealth Management, leveraging ISG insights to implement portfolio strategies for PWAs and clients. The role emphasizes collaboration with regional PWA teams, strong quantitative and qualitative analysis, and...SeniorPrivate
- ...and existing clients in partnership with a private bank credit team. Key responsibilities... ...coaching teammates on credit requirements. The Senior Credit Underwriter is aligned with the... ...lending relationships with strategic wealth clients, driving funded loan balance and...SeniorPrivateBank staff
- ...Search, Inc. represents a growing multi-discipline bank seeking a Senior Advisor/Banker who leads with investments and manages full-... ...book, self-sourcing capabilities, and a proven track record in wealth management with a significant AUM. Series 7 and 66 licenses plus...SeniorPrivate
- Citigroup Inc. is seeking a seasoned Wealth Relationship Management Senior Analyst in Brooklyn, NY to deepen client relationships among affluent and high-net-worth clients. You will work with product specialists to understand banking, credit, and investment needs and deliver...SeniorPrivate
$124k - $335k
...ApplicableSpecialismEntrepreneurial & Private Business (EPB) -... ...needs such as audit, tax compliance, and... ...spent focusing on business strategy. You’ll have the... ...focus on key issues like wealth management, compliance,... ...and in the future.As a Senior Manager, you'll work as...SeniorPrivateFull timeH1b- JPMorgan Chase & Co. Private Wealth Planner role within Wealth Management collaborates with an integrated client service team to deliver... ...will engage with clients seeking plans or guidance on varied strategies, educate the team, develop business, and travel among branches...SeniorPrivate
- Lido Advisors in New York seeks an experienced Private Wealth Advisor to serve high- and ultra-high-net-worth families, family... ...client relationships, delivering personalized wealth strategies built on planning, tax, estate, and investment management. Join a collaborative...SeniorPrivate
$120k - $350k
...Open roles: Senior Tax Manager, Senior Tax Director, and Partner Benefits Pulled from the full job description Dental insurance... ...reporting requirements - Expertise in tax planning strategies for private equity and corporate clients - Proven experience...SeniorPrivateFull timeRelocationMonday to FridayShift workWeekend workDay shiftRightWorks Inc
New York, NY3 days ago- ...A leading private wealth management firm is seeking an experienced Senior Wealth Planner to join its centralized Estate and Wealth... ...wealth and estate planning strategies. This individual will also play... ...allocation, wealth simulations, income tax planning, estate planning, and...SeniorPrivate
Social Capital Resources
New York, NY4 days 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-Ljbffr...SeniorPrivate
- Role Overview Mercor is seeking senior wealth management and asset management professionals... ...of Fortune 500 asset managers and large private wealth institutions. Contributors design... ...management tasks across F500 portfolio strategy, alternative investments, institutional...SeniorPrivate
$116.25k - $159.64k
...Tax ManagerJoin Baker Tilly as a Tax Manager with our New York office! This is a great... ...an opportunity to expand your career in Private Wealth tax and accounting, becoming an expert... ...order to stay current regarding applicable strategies, see the "big picture" as well as the...PrivateWork at officeLocal areaBaker Tilly
New York, NY1 day ago$124k - $335k
...A career within PwC Private will provide the opportunity... ...needs such as audit, tax compliance, and planning... ...focusing on business strategy. You’ll have the opportunity... ...on key issues like wealth management, compliance,... ...and in the future. As a Senior Manager, You'll Work As...SeniorPrivateH1bPwC
New York, NY3 days ago$190k - $220k
...everyday Americans invest and build wealth?Financial inequality is... ...looking for an exceptional Senior Director of Strategic Finance to help shape Stash's financial strategy and drive operational excellence... ..., FP&A, investment banking, private equity, corporate development...SeniorPrivateWork at officeWork from homeFlexible hours$127.9k - $291.9k
...Job Function: Business Tax Services (BTS)Employer:... ...Banking and Capital Markets, Wealth and Asset Management,... ....EY's FSO EDGE Private practice provides comprehensive... ...key responsibilitiesA Senior Services Manager in FSO... ..., consulting, tax, strategy and transactions. Fueled...SeniorPrivatePrivate practiceSummer holidayLocal areaFlexible hours- ...ready to shape the future of private banking at the world’s premier... ...an innovative and strategic Senior Product Designer to drive the... ...Private Bank, with a core focus on wealth management products. In this... ...and institutions with strategies and expertise that span the full...SeniorPrivate
$100.35k - $205k
...concerns, while providing solutions to complex tax issues? Do you not only know what AGI &... ...about a career with Deloitte’s growing Private Wealth practice! Recruiting for this role ends... ...and experienced Tax Consultants and Tax Seniors; you will begin taking on lead client-...PrivatePrivate practiceWork at officeLocal area$90k - $110k
Who You’ll Work With:Bernstein Senior Administrative Associates are client service professionals... ...who work closely with Senior Executives, Wealth Advisors, and cross‑functional... ...and advance business priorities across the Private Wealth Management Platform. This role partners...SeniorPrivateFull timeWork at officeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Tax Strategy Director for Private Wealth. Be the first to apply!
Related searches
- tax manager public accounting New York, NY
- state tax manager New York, NY
- international tax director New York, NY
- indirect tax manager New York, NY
- hedge fund private equity tax manager New York, NY
- sr tax manager New York, NY
- sales & use tax manager New York, NY
- property tax manager New York, NY
- remote tax manager New York, NY
- tax manager cpa New York, NY