Senior Portfolio Analyst HNW Wealth & Tax Strategy
Leah Yosef International
A prominent investment firm in Midtown Manhattan is seeking a Portfolio Analyst to support a Wealth Advisor's practice. The role involves constructing tax-efficient portfolios, engaging with high-net-worth clients, and participating in investment committee meetings. Candidates should have over 3 years of investment experience and strong communication skills. Competitive compensation package is offered. #J-18808-Ljbffr
- ...Advisors, a New York City-based advisory firm, seeks a Senior Wealth Strategist to guide UHNW clients in estate, tax, and multi-generational planning. You will work... ...advisors to craft comprehensive wealth-transfer strategies and stay current on tax law changes. Reporting...SeniorTaxHigh net worth
- ...Madison-Davis, LLC is seeking a tax professional to support a sophisticated high-net-worth client base within its wealth management team. The role offers exposure to tax planning... ...advisory services, and integrated wealth strategies beyond traditional public accounting....SeniorTaxHigh net worth
- ...Top-tier wealth management firm seeks Senior Relationship Manager in New York... ...of contact for HNW/UHNW clients in providing... ...to manage client portfolios and implement sophisticated... ...asset allocation strategies Build and utilize... ...advisors regarding tax, trust, estate, and...SeniorTaxHigh net worthFull timeLocal area
- ...Feinstein LLP in New York is seeking a Senior Associate or Counsel to join its... ...families on sophisticated estate planning, wealth transfer, tax and related private client matters with... ...other documents; developing gifting strategies; coordinating with financial advisors;...SeniorTaxHigh net worthPrivate practice
$170.5k - $284.1k
## Senior Wealth Investment AdvisorApplyremote type: Onsite... ...Implement investment strategy recommendations.* Communicate... ...in all assigned portfolios in a timely manner.*... ...issues, regulatory and tax changes, and advises clients... ...(Chartered Financial Analyst) and/or CFP (Certified...SeniorTaxHigh net worthWork experience placementWork at office- Jobot is recruiting a Senior Tax Manager / Tax Principal in New York City to deliver comprehensive tax compliance, planning, and advisory... ...net-worth individuals and families. The role collaborates with wealth management teams to provide proactive tax guidance and strategic...SeniorTaxHigh net worth
$175k - $250k
...Is a Great Opportunity Join a growing Tax, Trusts & Estates practice with a strong... ...owners on meaningful estate, trust, tax, and wealth planning matters. Work within a... ...estates matters. Develop estate planning strategies involving wills, trusts, wealth transfer,...SeniorTaxHigh net worthWork at office- ...BBH New York is seeking a Senior Relationship Manager to join the Private Wealth Management team in New York, NY. You will serve high-... ...will mentor junior RMs, coordinate complex portfolios, and deliver tailored investment strategies while maintaining risk controls and...SeniorHigh net worth
$175k - $225k
...careers to take flight. Our wealth management business ( Lazard... ...specific needs. We are seeking a Portfolio & Wealth Advisor to support... ...develop an overall investment strategy based on the client’s risk/reward profile, objectives, and tax status; determining...SeniorTaxHigh net worthWork experience placementLocal areaShift work$150k - $175k
Company Overview: A leading multi-family office and wealth management firm is seeking a Tax Manager or Senior Tax Manager to join its team. This role focuses on... ...translating findings into actionable tax planning strategies for clients. Lead, mentor, and review the work of...SeniorTaxHigh net worthWork at officeLocal area- ...Financial Services client is seeking a Senior Wealth Advisor to join their rapidly growing... ...advice led planning across investment strategy, tax aware planning, retirement, estate considerations... ..., including asset allocation and portfolio oversight. Coordinate with third party...SeniorTaxHigh net worthRemote work
$210k - $280k
...deliver thoughtful, collaborative strategies that focus on what is most... ...Wealthspire Advisors acts as a wealth manager, investment Advisor,... ...multi-generational families. As a Senior Wealth Strategist, this role... ...through financial, estate and tax planning. This role partners...TaxHigh net worthFlexible hours- ...manage an established ultra-high-net-worth client base and deliver comprehensive wealth management and estate planning guidance. The role focuses on onboarding, cross-team coordination with tax, estate, and investment professionals, and driving client retention and...SeniorTaxHigh net worth
- ...Vice President of Wealth Strategies About the Company A multi-family office with $32 billion in assets under management Industry... ...management services, with a specific focus on individual income tax planning for high-net-worth families. This role requires the individual...TaxHigh net worthWork at office
- ...Managing Director, Wealth Strategy About the Company Offers family office services and sophisticated... ...is seeking a Managing Director & Senior Wealth Strategist to join their Family... ...of relevant experience in estate and tax planning, or fiduciary and trust planning...TaxHigh net worthWork at office
$10.4k
The Senior Wealth Advisor role is a critical role that will be foundational in shaping how... ...high net worth client relationships and portfolios as well as cultivating sources of... ...situation and be able to advise on investment strategy, tax planning, retirement planning, estate...SeniorTaxHigh net worthWork at officeImmediate start$250k - $300k
...Who You’ll Work With Bernstein’s Wealth Strategies team is a multi‑disciplinary group of professionals dedicated to helping individuals and... ...You’ll Do We are seeking a Trusts and Estates attorney or Tax attorney with strong trusts and estates background and 8-12 years...TaxHigh net worthTemporary workFlexible hours$160k - $200k
...Senior Tax Manager – High-Net-Worth / Family Office Location: Long... ...implement sophisticated tax planning strategies involving investments,... ...businesses, trusts, estates, and wealth transfer. Review complex... ...family office and HNW clients . The small-firm...SeniorTaxHigh net worthFull timeWork at officeLocal areaRemote work1 day per week- ...Founding Wealth Advisor/Equity Partner | Backed by a Prominent American Family Location: United States – Nationwide Sector: Private... ...Access an established suite of family office services spanning tax and estate planning, trusts, insurance, private placement life...SeniorTaxHigh net worthFor contractorsWork at office
$95k - $125k
...of recommended investment strategies in client portfolios. This position assists in managing... ...Sr. Portfolio Construction Analyst implements investment... ...This role will also implement tax strategies such as annual... ...as needed, including Wealth Strategies and Private Funds...SeniorTaxFull timeWork at officeLocal area3 days per week- Osaic is seeking a Senior Estate Planning Strategist to join our High Net Worth Planning Services... ...in trusts and estates, sophisticated wealth transfer planning, and the ability to... ...and thought leadership while monitoring evolving tax and regulatory #J-18808-Ljbffr OsaicSeniorTaxHigh net worthRemote job
- ...comprehensive, tailored wealth management experience.... ...sophisticated planning strategies rather than business development... ...estate planning, tax optimization strategies... ...review client portfolios and recommend adjustments... ...demonstrated experience serving HNW/UHNW clients in a multi...TaxHigh net worthWork at office
$250k - $300k
...Partners is a premiere, boutique wealth management firm providing... ...assets. BBR Partners’ Wealth Strategies team serves as a centralized,... ...grounded in a strong foundation of tax-aware planning, recognizing... ...Serve as the firm's senior tax planning expert on complex...TaxHigh net worthTemporary workCasual workWork at officeRemote workFlexible hours- Most HNW tax roles keep you focused on one piece of the client relationship... ...of it. A highly respected wealth management and advisory firm is looking to add a Senior Associate to its New York team.... ..., and proactive planning strategies for high-net-worth clients Work...SeniorTaxHigh net worthWork at office
$150k - $200k
...new asset class: as a Senior Investment Advisor at Masterworks... ...broader investment portfolios as a source of... ...an established base of HNW clients by conducting portfolio... ...pipeline, outreach strategy, and performance metrics... ...from traditional wealth management backgrounds....SeniorHigh net worthFull time$200k - $250k
...Relationship Manager - Private Wealth Management### Sr. Relationship... ...client service and portfolio management. You will manage your... ...needs – integrating estate and tax planning* Ensure all clients are... ...implement long-term new business strategy in coordination with other members...SeniorTaxHigh net worthFull timeWork at officeLocal area- Global Advisers, LLC seeks a Senior Private Wealth Advisor in Brooklyn, NY to lead high-net-worth relationships with comprehensive investment... ..., and internal specialists to deliver coordinated strategies and rigorous client service. Applicants should have a Bachelor...SeniorHigh net worthFull time
- ...Global Advisers, LLC in Jenkintown, PA seeks a Senior Private Wealth Advisor to lead complex client relationships and provide coordinated investment and planning strategies across tax, liquidity, estate, and philanthropy objectives. You will collaborate with attorneys...SeniorTax
$115k - $270k
...StatesPosted: 2026-10-09Private Wealth ManagementGoldman Sachs... ...advise and deliver customized strategies drawn from our deep investment... ...and beyond, which may include tax and estate planning, philanthropic... ...comfortable setting agendas with senior leadership, developing content...TaxHigh net worthFull timeTemporary workPart timeWork at officeAfternoon shift- ...Mariner is seeking a senior tax manager to work directly with clients and wealth management teams to review and implement tax strategies for clients that align with each client’s goals and values. The successful candidate will be a tax enthusiast, a thoughtful listener...SeniorTaxHigh net worth
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