Wealth Strategies VP — Tax Planning for UHNW (Hybrid)
BBR Partners
BBR Partners is seeking a Vice President, Wealth Strategies, to provide expert advice on individual income tax planning. In this role, you will support client teams and engage directly with clients to offer comprehensive planning across multiple financial disciplines. The ideal candidate will have a background in tax planning for Ultra High Net Worth families, strong communication skills, and the ability to manage complex relationships efficiently. BBR offers a competitive salary range, benefits, and a hybrid work environment. #J-18808-Ljbffr BBR Partners
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Wealth Strategies VP — Tax Planning for UHNW (Hybrid) in New York, NY vacancy
- ...Vice President of Wealth Strategies About the Company A multi-family office with $32 billion in assets under management. Industry... ...services, with a specific focus on individual income tax planning for high-net-worth families. This role requires the individual...TaxWork at office
- CORDA Investment Management is looking for a CPA (Tax Strategist & Financial Planner) in a hybrid role based in Houston, TX. You will prepare and review... ...returns for high-net-worth clients, develop proactive tax strategies, and collaborate with advisors. The position...TaxFull time
$125k - $200k
Corient Private Wealth LLC. is looking for a Wealth Strategist in New York City. This role... ...clients by providing sophisticated wealth planning strategies. The ideal candidate will have 8+ years of experience and expertise in tax and estate planning. The position offers a...TaxFull time- ...New York, NY, seeks a seasoned financial planning expert to assist high-net-worth clients in comprehensive wealth management strategies. The ideal candidate will have a minimum of... ...financial planning and demonstrate expertise in tax and estate planning. The role involves...Tax
- 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...Suggested
- ...will identify investment opportunities and manage implementation strategies for clients. This role involves close collaboration with... ...relevant licenses. The position offers a competitive salary and a hybrid work environment. #J-18808-Ljbffr Citibank (Switzerland) AG
- ...to lead sophisticated estate planning for ultra-high-net-worth clients... ...and managing complex wealth solutions, collaborating with... ...financial advisors and ensuring strategies meet regulatory standards. The... ...wealth management within high-tax jurisdictions. This position...Tax
- ...J.P. Morgan offers a pathway to Wealth Management through comprehensive, expert planning. The Private Wealth Planner (PWP)... ...guidance on both simple and complex strategies. You will work collaboratively... ...diversification, trusts & estates, individual tax rules (both transfer and income...TaxWork at office
TwinThread LLC
New York, NY19 hours ago $115k - $270k
...helping modernize and reinvent the Wealth Management digital platform.... ...businesses provide financial planning, investment management,... ...advise and deliver customized strategies drawn from our deep investment... ...beyond, which may include tax and estate planning, philanthropic...TaxFull timeTemporary workPart timeWork experience placementGoldman Sachs
New York, NY5 days ago- ...Vice President, Tax Planning & Strategy About the Company A client-focused wealth management firm serving ultra-high-net-worth clients with strategic tax planning. Industry Financial Services Type Privately Held About the Role The Company is seeking...Tax
- ...Vice President, Tax, Wealth Management About the Company Delivers tailored wealth management strategies and tax planning for ultra-high-net-worth clients. Industry Financial Services Type Privately Held About the Role The Company is seeking a Vice...Tax
$150k - $175k
...Platform (TAMP) to help wealth managers run... ...Gridline is seeking a VP, Fund Controlling... ...high-level strategic planning with the technical... ...Lead Fund Finance Strategy: Own the end-to-end... ...across NAV production, tax, and audit work-... ...Based in Atlanta, GA (Hybrid) or the New York...TaxRemote workFlexible hours- ..., located in New York, is looking for a skilled professional to engage with clients on complex tax and wealth structuring issues. The role involves providing wealth planning advice and developing innovative solutions with the private banking team. Candidates should have...Tax
- ...role. JOB DESCRIPTION The My JPM Wealth Plan team develops industry-leading solutions... ...experiences for both clients and advisors. Our strategy is centered on deepening engagement,... ..., debt management, insurance planning, tax planning, and estate planning Design...TaxFlexible hours
J.P. Morgan
Jersey City, NJ9 days ago - Private Wealth Management (PWM) Goldman Sachs Private Wealth Management... ...wealth management plans for ultra high net worth individuals... ...advise and deliver customized strategies drawn from our deep investment... ...and beyond, which may include tax and estate planning, philanthropic...Tax
$125k - $180k
Job Summary As a Wealth Management Solutions. Trust &... ...Estates- Estate Officer - VP within the Global... ...investment decisions, work with Tax Officers and trust... ...team discussions and strategy around structuring, pricing... ...to post-mortem planning exercises and account administration...Tax$190k - $225k
...driving growth and change in the financial technology space? As a VP, Corporate Strategy, your role will involve taking ownership of a range of... ...utilizing data effectively, and be able to create actionable plans and go-to-market strategies for senior management to pursue...Work experience placementLocal area$100k - $160k
...States Job Description Private Wealth Management (PWM) Goldman... ...comprehensive wealth management plans for ultra high net worth individuals... ...advise and deliver customized strategies drawn from our deep investment... ...and beyond, which may include tax and estate planning,...TaxFull timeTemporary workPart timeWork at office- Fartherfinance in New York is seeking a seasoned Wealth Advisor to provide high-touch advisory services to ultra-high... ...experience in wealth management, advising on complex financial strategies including estate planning, tax optimization, and alternative investments. Join a tech-...Tax
- Cresset Capital is seeking a Director of Tax Strategy for their Atlanta office. This high-impact advisory role focuses on sophisticated income tax planning for ultra-high-net-worth (UHNW) individuals. The successful candidate will design and implement advanced tax mitigation...TaxWork at office
- J.P. Morgan Asset & Wealth Management, with client assets of $2.8 trillion... ...As a Settlement Officer VP in Wealth Management Solutions... ...with investments, tax and operations. Interpret and... ...Work with remaindermen on any planning issues that may arise. Identify...Tax
$115k - $270k
...firmwide partnerships with Private Wealth Advisors (PWAs) and other... ...businesses provide financial planning, investment management,... ...advise and deliver customized strategies drawn from our deep investment... ...and beyond, which may include tax and estate planning,...TaxFull timeTemporary workPart timeWork at office$225k - $275k
...Instagram.**Business Unit:** The Private Wealth Public Funds (PWPF) Legal group, supporting... ...Institutional Client Solutions, Finance, Tax, Public Affairs, and other groups in the... ..., including board and committee meeting planning and preparation of meeting materials* Assist...TaxLocal areaFlexible hours- ...experience in international estate planning for high-net-worth individuals... ...involves advising on complex wealth management structures that accommodate multi-jurisdictional tax and legal considerations. Key... .... The position offers a hybrid work schedule with flexible office...TaxWork at officeFlexible hours
- Wealth Management, Options Trader, Vice President New York, NY, United States Job Information... ...liquidity and credit management, and tax and estate planning. Our business model focuses on deep... ..., advisors and institutions with strategies and expertise that span the full...TaxFull time
$110k - $170k
...insurers, corporations, and wealth managers. Creative... ...and support growth strategies. Job Responsibilities... ...consolidated budgeting, 3year plan and financial reporting... ...and vision programs Hybrid Environment : Our... ...elect to set aside pre-tax earnings to pay for...TaxFull timeWork at officeImmediate startFlexible hoursTradeweb
New York, NY2 days ago$230k - $290k
...The Vice President, Income Tax is a strategic role responsible... ...and foreign income tax planning and research, compliance with... ...realization of the Company's tax strategies, including appropriate involvement... ...Federal Trade Commission website here: #LI-Hybrid #LI-KG1TaxSummer workLocal areaCentric Brands Inc.
New York, NY5 days ago- ...Strategic and Legacy Planning department as a Senior Family Wealth Strategist. The... ...thought leader in wealth strategy, possessing deep... ...-high-net-worth (UHNW) clients. Such a candidate... ...the potential for hybrid or remote work... ...education on estate, tax, philanthropic, and...TaxWork at officeRemote work
Beacon Pointe
New York, NY4 days ago $100k - $160k
...Private Wealth Management (PWM) Goldman Sachs Private Wealth Management... ...wealth management plans for ultra high net worth individuals... ...advise and deliver customized strategies drawn from our deep investment... ...and beyond, which may include tax and estate planning, philanthropic...TaxFull timeTemporary workPart time$110k - $207.5k
With over 40 of the world’s top wealth managers as customers and... ...proliferation, rationalization strategies onto single platforms, and... ...travel as required. Demonstrated planning and scheduling skills.... ...and civil liability. Location: Hybrid - Burlington Massachusetts #J...Work at officeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Strategies VP — Tax Planning for UHNW (Hybrid). Be the first to apply!
Related searches
- vp biotech New York, NY
- vp compliance New York, NY
- vice president support services New York, NY
- vice president global communications New York, NY
- vice president legal New York, NY
- vice president of ecommerce New York, NY
- vice president shared services New York, NY
- vice president of revenue cycle New York, NY
- vice president real estate development New York, NY
- vice president corporate strategy New York, NY