Senior Manager, Tax - Asset & Wealth Management (RIC)
$124k - $335kPricewaterhouseCoopers
PwC is seeking a Senior Manager in New York to lead large-scale tax projects and provide strategic advisory services. The ideal candidate will have a Bachelor's Degree in Accounting and at least 5 years of relevant experience. Responsibilities include refining processes, maintaining operational excellence, and interacting with clients to drive success. The salary range is $124,000 to $335,000, with eligibility for an annual bonus and a comprehensive benefits package. #J-18808-Ljbffr PwC
$250k
...we serve. About Citi Wealth Citi Wealth is focused on... ...Private Bank brands . The Senior Wealth Management Relationship Manager is... ...relationships with 3rd party asset managers and key strategic investment... ...a focus on estate planning, tax strategies, and business...SeniorAssetTaxFull time- ...About Savvy Wealth Wealth management is a $545 billion industry in the US, yet remains... ...Role We're looking for a Senior Product Marketing Manager to... ...service lines, including tax, estate planning, and our... ...Experience in wealth management, asset management, or fintech is a...SeniorAssetTaxWork at officeRemote work
$160k - $200k
...Remote Senior Wealth Planner - Wealth Management (CPA + CFP Required) Be among the first 25 applicants. This range... ...that recently surpassed $30 billion in assets under management. Known for... ...spanning investment management, advanced tax planning, and multi‐generational wealth...SeniorAssetTaxFull timeWork at officeRemote workFlexible hours- ...professionals within J.P. Morgan Wealth Management Solutions, managing over $50 billion in customized multi-asset solutions for Family Offices,... ...-house investment teams. Our senior investment team averages over... ...and implement a customized tax-aware investment strategy...SeniorAssetTaxWork at officeFlexible hours
$180k - $250k
...is a premier investment and wealth management firm with a commitment to growing... .... Our investment managers, tax and estate planning... ...Trust International is hiring a Senior Relationship Manager to join... ...balance sheet, including outside assets Create lifestyle analysis, ad...SeniorAssetTaxLocal area- About Savvy Wealth Wealth management is a $545 billion industry in the US, yet remains... ...Role We are looking for a Senior Product Marketing Manager to... ...Financial Planning, Tax, Estate Planning, and other... ...product marketing experience in asset management, wealth management...SeniorAssetTaxWork at office
- ...Senior Estate Planner As a key member of one of NB Private Wealth's largest Private Asset Management teams, the Senior Estate Planner will advise high-net-worth clients on all aspects of trust and estate planning, tax strategy, pre-liquidity events, and charitable...SeniorAssetTaxLocal area
$180k - $250k
...is a premier investment and wealth management firm with a commitment to growing... .... Our investment managers, tax and estate planning... ...Templeton, a dynamic firm that spans asset management, wealth management... ...happening around the world.# # **Senior Relationship Manager**#...SeniorAssetTaxLocal areaFlexible hours$120k - $210k
...highly motivated and experienced Senior National Account Manager to join our US Wealth Sales Team. This role will be responsible... ...intermediary platforms, driving asset growth and improving placement for... ...); and, eligibility for certain tax advantaged savings plans. For a...SeniorAssetTaxTemporary workWork at officeHome officeFlexible hours- ...Senior Executive Talent Acquisition Partner – Wealth & USCC Working at Citi is far more than just a job. A career with... ...businesses to hire talent at the Managing Director level. What you'll do... ...Citigroup, its clients and assets, by driving compliance with applicable...SeniorAsset
$136.5k - $300k
...Senior Director, Global Segment Marketing Manager - Wealth Intermediaries & Banks/Broker-Dealers Marketing At BNY, our culture allows us to run our company... ...we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough...SeniorAssetTemporary workWorldwideFlexible hours- ...Specialist is a sophisticated wealth expert who focuses on creating... ...extensive experience in wealth management and effectively introduces... ...advisors to help consolidate the assets of existing wealth clients. You... ...investments, family wealth, tax considerations, and other related...AssetTax
$200k - $225k
About Rockefeller Capital Management Rockefeller Capital Management was established in 2018 as a... .... The Firm oversees $198 billion in client assets as of December 31, 2025. Position A Senior Wealth Planner is a dedicated tax and estate professional who is focused on clients...SeniorAssetTaxWork at officeLocal area$120k - $210k
...highly motivated and experienced Senior National Account Manager, Research & Due Diligence, to join our US Wealth Intermediary team. This role... ...of 7-10 years’ experience in asset management, intermediary due... ...and eligibility for certain tax‑advantaged savings plans....SeniorAssetTaxTemporary workWork at officeHome officeFlexible hours$180k - $350k
...professionals within J.P. Morgan Wealth Management Solutions, managing over $50 billion in customized multi-asset solutions for Family Offices,... ...-house investment teams. Our senior investment team averages over... ...implementing a customized tax-aware investment strategy...SeniorAssetTaxWork at officeFlexible hours$150.4k - $343.6k
Financial Services - Customer Tax Operations and Reporting - Senior Manager Location: New York, Chicago, Los Angeles, Boston, Dallas, San Francisco,... ...dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality...SeniorAssetTaxWork experience placementSummer holidayFlexible hours$225k - $250k
...collaborative, high‑performing team at Macquarie Asset Management in New York, where you will enjoy... ...Job Responsibilities You will oversee tax structuring, reporting and compliance for... ...Alternative Investment products within Wealth Management and Credit and Insurance. Your...SeniorAssetTaxTemporary workWork experience placementWork from homeFlexible hours$210k - $280k
...mark at Hines. Responsibilities The Senior Director, Private Wealth Solutions Marketing leads the... ...the firm’s positioning across a multi-asset platform (real estate, credit, infrastructure... ...in financial services or asset management marketing, with a focus on private wealth...SeniorAsset$75k - $125k
Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Senior Analyst - New York New York, NY, United States Job Description YOUR IMPACT Accelerate... ...Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning...SeniorAssetTaxFull timeTemporary workPart timeLocal area$163.6k - $245.4k
...C14 resource to manage Private bank Lending, Banking and Trust , APAC... ...internally, often at a senior level. Some external communication... ...communities we serve. Citi's Global Wealth Management is building a... ..., and the company wide assets that can be leveraged to provide...SeniorAssetFull time$144.21k - $344.2k
...dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward... ...as a firm. KPMG is currently seeking a Senior Manager to join our State and Local Tax (SALT)... ...compliance services to partnerships for Asset Management clients Deliver exceptional client...SeniorAssetTaxLocal areaRemote work$125k - $275k
Relationship Manager, Wealth Advisory Full Time Exempt Professional New York, NY, US 4 days ago... ...specialized fiduciary, compliance and illiquid asset functions for the business unit.... ...management including income, gift and estate taxes, financial and wealth transfer planning,...AssetTaxFull timeWork at office3 days per week$128.4k - $235.3k
...Business Transformation, WAM, Wealth Manager EY is a leader in serving... ...Capital Markets, Wealth and Asset Management and Insurance. Our... ...meaningful relationships with senior stakeholders, inspire cross-functional... ...in assurance, consulting, tax, strategy and transactions....AssetTaxSummer holidayFlexible hours3 days per week- Senior Director, Head of US Wealth Marketing At Barings, we are as invested in our associates as we are in our clients. We recognize those who... ...capital needs of our clients and customers. Through active asset management and direct origination, we provide innovative...SeniorAssetTemporary workFlexible hours
$160k - $180k
We are seeking an experienced Senior Technology Project Manager with strong private wealth management and/or asset management experience to support Neuberger’s multi-year programs focused on strategic software platform implementation, process re-engineering and vendor...SeniorAssetWork at officeLocal areaShift work2 days per week$148k - $169k
...Senior Product Marketing Manager monday.com is building the AI work platform that not only helps manage... ...Lead and create marketing and sales assets such as the product's website, landing... ...standard withholding and applicable taxes. In addition to base salary, the role...SeniorAssetTaxLocal areaWorldwideVisa sponsorshipFlexible hours$76k - $125.3k
...in country. EY’s Financial Services EY EDGE Wealth and Asset Management (WAM) practice provides comprehensive and specialized tax assistance tailored to the unique needs of... ...tax compliance. Your key responsibilities A senior analyst in FSO EDGE WAM will be responsible...SeniorAssetTaxSummer holidayWork at officeLocal areaFlexible hours$136.8k - $228k
Senior Manager, Wealth Co-Marketing, FTSE Russell page is loaded## Senior Manager, Wealth Co-Marketing, FTSE Russelllocations: New York, United... ....The Co-Marketing function, which covers multiple segments (asset managers, derivatives exchanges, wealth firms), consists in...SeniorAssetPart timeInternshipHome office$90k - $125k
Asset & Wealth Management, Fixed Income - Client Portfolio Manager, Analyst Fixed Income and Liquidity... ...you will create tailored taxable and tax‑exempt solutions, deliver market insights... ...Support & Client Acquisition: Support senior sales leaders in presenting our SMA...AssetTaxFull timeTemporary workPart time- ...Guernsey, Isle of Man) Overview We are seeking experienced tax professionals from Associate all the way up to Manager, Senior Manager, or Director level to join our big 4 clients growing Tax team serving clients in the asset management and broader financial services sectors....SeniorAssetTaxLocal areaRelocation package
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