Executive Tax Strategist — Wealth Planning (VP/ED)
Aumni
TwinThread, 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 a Bachelor's degree and 8+ years of relevant experience, including strong analytical and communication skills. The position offers a comprehensive benefits package and supports diversity and inclusion within the workplace. #J-18808-Ljbffr Aumni
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The Wealth Strategist plays a central role within the NewEdge Wealth Strategy... ...designed for a credentialed planning professional who can... ...and wealth transfer planning, tax mitigation planning, business... ...implementation and document execution. Summarize complex estate structures...TaxWork at office- ...Management Group, Inc. is seeking an experienced financial planning expert to develop customized wealth-planning solutions for high net worth clients. This... ...expertise in estate planning, liquidity events, and strategic tax management. Excellent communication and presentation...Tax
- Job Overview Plan, implement, and monitor the lifecycle of assets. Ensure that assets are... ...deliver customized solutions in multiple wealth-planning areas based on their goals and objectives... ...and liquidity event strategies, including tax implications, family dynamics, and other...Tax
$125k - $200k
## Wealth StrategistApplylocations: US-NY-Midtown-101 Park Ave-3100... ...matter expert for complex wealth planning matters impacting HNW and UHNW... ...cash flow planning + Income tax planning and tax-efficient... ...and liquidity event planning + Executive compensation and concentrated...TaxPermanent employmentTemporary workWork at officeFlexible hours$130k - $250k
...Asset & Wealth Management - Strategist - Vice President - New York New York, New York, United States Job Description Asset Management A career with... ...capabilities to the world's leading sovereign wealth funds, pension plans, governments, financial institutions, endowments,...Full timeTemporary workPart timeWork at office$130k - $250k
...these global capabilities to the world's leading sovereign wealth funds, pension plans, governments, financial institutions, endowments,... ...strategies. What We Do Within Asset Management, Strategists (also known as "Strats") play important roles in research...Full timeTemporary workPart time- ...these global capabilities to the world's leading sovereign wealth funds, pension plans, governments, financial institutions, endowments,... ...income strategies. What We Do Within Asset Management, Strategists (also known as "Strats") play important roles in research...
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$165k - $250k
...at Business Unit The Private Wealth Public Funds (PWPF) Legal... ...Institutional Client Solutions, Finance, Tax, Public Affairs, and other... ...board and committee meeting planning and preparation of meeting... ...members and outside counsel in the execution of the above responsibilities...TaxLocal areaFlexible hours$158.01k - $276.46k
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The Role Within our Global Private Wealth business, we are seeking a dynamic and highly commercial portfolio strategist to join the Global Portfolio Solutions & Strategy (GPSS... ...Wealth Marketing team to develop and execute region-specific sales and educational content...Work at officeMonday to Friday- Dormont Manufacturing Co is looking for a dynamic portfolio strategist in New York, focused on Blue Owl’s Real Assets platform. The role involves client engagement, understanding market dynamics, and presenting investment strategies. The ideal candidate will have over...
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Asset & Wealth Management, Private Wealth Management, AI Product Management... ...businesses provide financial planning, investment management,... ...and beyond, which may include tax and estate planning, philanthropic... ..., managing project execution, and testing features before market...TaxTemporary workWork experience placement$100k - $160k
Private Wealth Management (PWM) Goldman Sachs Private Wealth Management... ...wealth management plans for ultra high net worth individuals... ...and beyond, which may include tax and estate planning, philanthropic... ...highest ethical standard in execution Curate a network of intermediaries...TaxFull timeTemporary workPart time$125k - $180k
Job Summary As a Wealth Management Solutions. Trust & Estates- Estate Officer - VP within the Global Trusts & Estates Practice,... ...investment decisions, work with Tax Officers and trust counsel to resolve... ...that knowledge to post-mortem planning exercises and account...Tax$100k - $160k
...States Job Description Private Wealth Management (PWM) Goldman... ...comprehensive wealth management plans for ultra high net worth individuals... ...and beyond, which may include tax and estate planning,... ...the highest ethical standard in execution Curate a network of intermediaries...TaxFull timeTemporary workPart timeWork at office$225k - $350k
...Portfolio Manager/Researcher to lead the alpha strategy research for our tax-advantaged long/short equity business in New York. This pivotal role involves owning the research, design, and execution of quantitative alpha generation while partnering with Portfolio...Tax$130k - $170k
...Description Job Description BBR Partners' Wealth Strategies team serves as a... ...is grounded in a strong foundation of tax-aware planning, recognizing that tax considerations are... ...Wealth Strategies to serve as a wealth strategist with a primary focus on individual income...TaxTemporary workCasual workWork at officeRemote workFlexible hours- ...Organization Description J.P. Morgan Asset & Wealth Management delivers industry-leading... ...and achieve their goals. The Senior Tax Strategist will join the Tax Strategy team within... ...and external forums to share wealth planning advice that helps our clients better...TaxWork experience placementWork at office
$221.33k - $258.5k
Senior Vice President Project Control Executive Position at MTA Construction & Development... ...Development (C&D) is responsible for the planning, development, and execution of all capital... ...MTA transportation pass, plus access to tax‑advantaged commuter benefits to maximize...TaxContract workFor contractorsFor subcontractorWork at officeRemote workWeekend workAfternoon shift1 day per week$83k - $134k
Vice President, Executive Programs Events At BNY, our culture allows us to run our company better and enables employees... ...‑focused Vice President, Executive Programs and Wealth Events Manager to lead the planning and delivery of high‑impact events and executive programs...Temporary workWork at officeWorldwideFlexible hours
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