VP Tax Strategy for Private Wealth Advisory
J.P. Morgan
A major global financial services firm in New York is seeking a Senior Tax Strategist to join its Tax Strategy team. The successful candidate will engage with clients on complex tax situations, contribute to thought leadership, and collaborate with internal partners to develop tailored tax-efficient solutions. Ideal applicants should have a Bachelor’s degree and 8+ years in a relevant analytical role, along with strong communication skills and a thorough understanding of investment products and tax implications for high net worth clients.#J-18808-Ljbffr
Vacancy posted 15 hours ago
Similar jobs that could be interesting for youBased on the VP Tax Strategy for Private Wealth Advisory in New York, NY vacancy
$125k - $290k
Goldman Sachs Asset and Wealth Management oversees $3.6 trillion in... ...added investment solutions and strategies to our global, diverse client... ...separately managed accounts, private funds, and public/private products... ...markets, distribution, legal, tax, compliance, fund services,...PrivateTaxFull timeTemporary workPart time- ...Landing Point is seeking a Vice President, Wealth Investment Client Portfolio to support its Private Wealth division. The role focuses on constructing customized... ...comprehensive solutions across investments, planning, tax, and trust. The successful candidate will analyze...PrivateTax
Landing Point
New York, NY7 hours ago $115k - $270k
...Asset Allocation team.OUR IMPACT Wealth ManagementAcross Wealth... ...edge technology, data and design.Private Wealth Management (PWM)Goldman... ...advise and deliver customized strategies drawn from our deep investment... ...and beyond, which may include tax and estate planning, philanthropic...PrivateTaxFull timeTemporary workPart timeFlexible hours$165k - $250k
...include global investment strategies focused on real estate, private equity, credit,... ...Business Unit: The Private Wealth Public Funds (PWPF) Legal... ...Client Solutions, Finance, Tax, Public Affairs, and other... ...markets, public company advisory or similar.Familiarity with...PrivateTaxFull timeLocal area- Wealth Management, VP Product Development DescriptionJPMorgan Asset... ...institutions with strategies and expertise that span... ...for use in the Private Bank (PB), Chase Wealth... ...managing fee based, advisory products for distribution... ..., risk, finance, tax, operations and technology...PrivateTax
$100k - $170k
Asset & Wealth ManagementAsset & Wealth Management (AWM) is the primary... ...clients with investment and advisory solutions, across leading hedge fund managers, private credit funds, private equity funds... ...estate managers, public equity strategies, fixed income strategies and...PrivateFull timeTemporary workPart time- ...Osaic is seeking a Vice President, Advisory Consulting to lead field-based regional sales... ...and advisory consulting efforts within Wealth Management. You’ll drive advisor engagement... ..., and ensure alignment between field and home office sales strategy. #J-18808-LjbffrHome office
Osaic
New York, NY7 hours ago - ...Family Office Reporting & Advisory, Vice PresidentGoldman... ..."Family Office / VP jobs in New York, United... ...(GSFO), part of the Private Wealth Management division, is... ...Advise on outsourcing strategies and oversee vendor relationships... ..., wealth planning, tax and estate advisory,...PrivateTaxWork at office
InforCapital, partnership
New York, NY7 hours ago - The Private Client experience at J.P. Morgan offers a pathway to Wealth Management through comprehensive, expert... ...both simple and complex strategies. You will work... ...& estates, individual tax rules (both transfer and... ...investing, financial advisory at a broker-dealer, RIA...PrivateTaxWork at office
- ...Private Wealth PlannerThe Private Client experience at J.P. Morgan offers... ...on both simple and complex strategies. You will work... ...trusts & estates, individual tax rules (both transfer and income... ...-based investing, financial advisory at a broker-dealer, RIA and/...PrivateTaxWork at office
Chase
New York, NY4 days ago - Citi is seeking a Digital Wealth Product Owner (Vice President) to define and execute the digital wealth strategy for affluent and mass‑affluent clients. This role drives digital... ...will work closely with Wealth Product, Advisory, Marketing, Data, Campaign, and Platform teams...
- Osaic seeks a Vice President, Advisory Consulting to lead field-based regional sales and advisory consulting for the Wealth Management Platform, driving advisor engagement and... ...alignment between field and home office strategy while travelling up to 75%. #J-18808-Ljbffr...Remote jobHome office
- JW Michaels & Co., a leading private equity advisory firm in New York City, is seeking a Vice President, Strategy. This senior role involves leading consulting engagements from origination through delivery and managing project teams. Candidates should have prior experience...Private
$115k - $270k
...IMPACTWealth ManagementAcross Wealth Management, Goldman... ..., data and design.Private Wealth Management (PWM)... ...and deliver customized strategies drawn from our deep investment... ..., which may include tax and estate planning,... ...strategies and holistic wealth advisory recommendations to...PrivateTaxFull timeTemporary workPart timeWork at office$165k - $250k
...management include global investment strategies focused on real estate, private equity, credit, infrastructure, life... ...Instagram. Business UnitThe Private Wealth Public Funds Legal group supports... ...Institutional Client Solutions, Finance, Tax, Public Affairs, Legal and...PrivateTaxFull timeLocal area- J.P. Morgan Asset & Wealth Management, with client assets of $2.8 trillion... ...payments, fee schedules and tax records. Communicate with... ...leading investment management and private banking solutions. Asset... ...advisors and institutions with strategies and expertise that span the full...PrivateTax
- Asset & Wealth Management A career with Goldman Sachs... ...provide investment and advisory services for pension plans... ...capital raising and strategy for alternatives investments... ...alternatives including private equity, private credit,... ...teams (legal, tax, controllers, operations...PrivateTax
$115k - $270k
...sophisticated traditional and private placement life... ...with our clients' overall wealth management and estate... ...and deliver customized strategies drawn from our deep investment... ..., which may include tax and estate planning,... ...solutions. Client Engagement & Advisory: Partner with Private...PrivateTaxFull timeTemporary workPart timeWork at office$125k - $290k
...provide investment and advisory services for pension plans, sovereign wealth funds, insurance companies... ...capital raising and strategy for alternatives investments... ...alternatives including private equity, private credit,... ...commercial, legal, accounting, tax and regulatory...PrivateTaxFull timeTemporary workPart time- ...introducing Broadridge’s front‑to‑back Wealth Management solutions to the... ...firms, broker‑dealers, and private banks. Strong connectivity... ...solutions including books & records, tax reporting, corporate actions,... ..., and drive successful sales strategies in a dynamic environment....PrivateTaxContract work
$115k - $270k
Asset & Wealth Management, Private Wealth Management, Equity Structuring, Vice President... ...and deliver customized strategies drawn from our deep... ...beyond, which may include tax and estate planning, philanthropic... ...deal structures. Client Advisory & Market Education: Develop...PrivateTaxFull timeTemporary workPart timeWork at office- ...seeking an experienced Talent Acquisition leader for US-based Private Wealth Advisors within our PWM Experienced Hire team in New York.... ...and partner with regional leaders to shape the PWA profile and strategy. This high-visibility role requires strong relationship management...Private
- J.P. Morgan is looking for a Vice President, Private Wealth Planner in New York City. This role involves offering comprehensive financial planning to clients through detailed assessments and strategies to meet their financial goals. You will work collaboratively with an...Private
- ...we provide investment and advisory services for pension plans, sovereign wealth funds, insurance companies... ...manages capital raising and strategy for alternative investments including private equity, private credit,... ...Operations, Controllers, Tax, and senior management, to...PrivateTaxInterim role
$275k
...services including strategic advisory services to corporate and private equity clients related to... ...rate and F/X, private wealth, insurance and other... ...generation of ideas and strategies for new business opportunities... ...death and dismemberment, tax-preferred savings accounts...PrivateTaxFull timePart timeBank staffShift workDay shift$275k
...services including strategic advisory services to corporate and private equity clients related to... ...rate and F/X, private wealth, insurance and other... ...Assists MD's in setting strategy and objectives for defined... ...death and dismemberment, tax-preferred savings accounts...PrivateTaxFull timePart timeBank staffShift workDay shift$160k - $270k
...We AreWealth ManagementAcross Wealth Management, Goldman Sachs helps... ...technology, data, and design.Private Wealth Management (PWM)Goldman... ...advise and deliver customized strategies drawn from our deep investment... ...and beyond, which may include tax and estate planning, philanthropic...PrivateTaxFull timeTemporary workPart timeWork experience placement- ...managed within the J.P. Morgan Private Bank. Governed by the SEC and... ...ensures market registrations and tax compliance, and administers... ...administration, and/or asset or wealth management platforms.Strong... ...advisors and institutions with strategies and expertise that span the full...PrivateTaxWork experience placement
- ...and at the cutting-edge of wealth management. We’ve been making... ...and brought to market a tax-smart investment strategy engine delivering an intuitive... ...integration and financial advisory platformsExperience in an... ...investment management and private banking solutions. Asset Management...PrivateTax
- ...planning technology at J.P. Morgan Wealth Management. Leverage your... ...of Financial Planning Tools & Strategy for J.P. Morgan Wealth Management... ...of wealth transfer and tax strategyPossess a minimum of 1... ...Financial Analyst (CFA), or Certified Private Wealth Advisor (CPWA)Bring...PrivateTaxHome officeShift work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to VP Tax Strategy for Private Wealth Advisory. Be the first to apply!
Related searches
- vice president of product strategy New York, NY
- vp relationship manager New York, NY
- vice president of recruiting New York, NY
- vice president business development New York, NY
- vp talent acquisition New York, NY
- vp account director New York, NY
- vp creative director New York, NY
- vice president product development New York, NY
- vice president support services New York, NY
- vice-president human resources New York, NY