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
- ...Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals and their entities... ...and exchange funds) will also be a plus.As an Executive Director, Advanced Planner within J.P. Morgan Wealth...TaxWork at officeLocal area
- 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... ...internal and external forums to share wealth planning advice that helps our clients better...TaxWork experience placementWork at office
- Asset & Wealth Management - Sr. Quantitative Strategist / Developer - Vice President - New York location_on New York... ...indexing and loss harvesting to enhance tax efficiency, portfolio... ...We assist employees in saving and planning for retirement, offer financial support...TaxFull timeTemporary workWork at office
$200k - $260k
...you'll be doingAs a Senior Wealth Strategist, you are responsible for supporting... ...and implement wealth planning as part of CIBC Private Wealth... ...their estate planning, tax planning, philanthropic vehicles... ...business succession planning, executive compensation, and...TaxFull timeRemote work- ...Organization DescriptionJ.P. Morgan Asset & Wealth Management delivers industry-leading... ...and achieve their goals. The Senior Tax Strategist will join the Tax Strategy team within... ...internal and external forums to share wealth planning advice that helps our clients better...TaxWork experience placementWork at office
$158.01k - $276.46k
...technology and exceptional service. Wealth Strategist/Client Development Sales Executive Overview: At Northern... ...approach to wealth management planning. With the support of our local team... ...knowledge of wealth transfer and tax planning strategies. And you'll check...TaxLocal areaFlexible hours$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- Wealth Strategist/Trust Counsel opportunity in New York with premier wealth... ...HNW/UHNW clients on estate planning and wealth transfer. Advise... ...on estate, gift, and income tax law changes and their impact... ...or professional environment #J-18808-Ljbffr TWM Executive SearchTax
- Neuberger is a global asset management firm seeking a Private Wealth Investment professional to support portfolio construction and... ...clients, adapt materials, and collaborate across Private Wealth, planning, tax, and trust teams, while traveling as needed. #J-18808-Ljbffr...Tax
$165k - $250k
...Instagram. Business Unit: The Private Wealth Public Funds (PWPF) Legal... ...Client Solutions, Finance, Tax, Public Affairs, and other groups... ...board and committee meeting planning and preparation of meeting... ...members and outside counsel in the execution of the above...TaxFull timeLocal area$150k - $190k
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- ...City-based CPA and consulting firm, seeks a Senior Associate in the Family Office to deliver sophisticated wealth management, tax, investment, and estate planning support to ultra-high-net-worth individuals and families in a hybrid New York, NY setting. You will collaborate...TaxWork at office
$158.01k - $276.46k
...Overview At Northern Trust, the Wealth Strategist position is a key business... ...solutions sales strategy, and execution of our goals‑driven approach to wealth management planning. You will identify... ...knowledge of wealth transfer and tax planning strategies, and check...TaxLocal area$70k - $140k
...individual to join our team as an Associate Wealth Strategist. This role sits at the heart of the... ..., hyper-personalized financial planning and investment guidance. About Our Firm... ...planning, trust and estate coordination, tax-efficiency strategies, and financial freedom...TaxFor contractorsWork at officeFlexible hours- 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
$125k - $290k
Goldman Sachs Asset and Wealth Management oversees $3.6 trillion in... ...establish go-to-market messaging and planning for new and existing products.... ...to prioritize and efficiently execute on new ETF product ideas that... ...markets, distribution, legal, tax, compliance, fund services,...TaxFull timeTemporary workPart time$160k - $270k
...We AreWealth ManagementAcross Wealth Management, Goldman Sachs helps... ...businesses provide financial planning, investment management, banking... ...and beyond, which may include tax and estate planning,... ...requirements, managing project execution, and performing testing for the...TaxFull timeTemporary workPart timeWork experience placement- The Client Specialist is a sophisticated wealth expert who focuses on creating new wealth relationships and... ...base of investing, trust and estates, financial planning, insurance, alternative investments, family wealth, tax considerations, and other related areas.A self-...Tax
- Goldman Sachs Asset & Wealth Management A career with Goldman Sachs Asset & Wealth Management... ...and advisory services for pension plans, sovereign wealth funds, insurance companies... ...Solutions Group (CSG) works to develop and execute thoughtful investment solutions for...
- ...Client experience at J.P. Morgan offers a pathway to Wealth Management through comprehensive, expert planning. The Private Wealth Planner (PWP) role is central to... ..., diversification, trusts & estates, individual tax rules (both transfer and income taxes), insurance, long...TaxWork at office
- Estate Planning Strategist, Vice PresidentResponsibilities and Skills To work with senior estate planning... ...focusing on estate, gift and income tax planning.More specifically:Working... ...related to estate planning strategies Executive compensation, retirement and financial...TaxTemporary work
- ...Vice President, Wealth Investment Client Portfolio About the Company An independent, employee-owned global asset management... ...essential to maintain a comprehensive understanding of investment, planning, tax, and trust solutions. The position also involves supporting...Tax
- ...Vice President of Wealth Strategies About the Company A multi-family office with $32 billion in assets under management.... ...management services, with a specific focus on individual income tax planning for high-net-worth families. This role requires the individual...TaxWork at office
- ...Vice President, Tax, Wealth Management About the Company A wealth management firm serving ultra-high-net-worth clients with comprehensive tax and planning advice. Industry Financial Services Type Privately Held About the Role The Company is seeking...Tax
$115k - $270k
...Tactical Asset Allocation team.OUR IMPACT Wealth ManagementAcross Wealth Management,... ...management businesses provide financial planning, investment management, banking and comprehensive... ...Sachs and beyond, which may include tax and estate planning, philanthropic planning...TaxFull timeTemporary workPart timeFlexible hours$115k - $270k
...IMPACTWealth ManagementAcross Wealth Management, Goldman Sachs... ...businesses provide financial planning, investment management, banking... ...and beyond, which may include tax and estate planning, philanthropic... ...with firm’s partners, senior executives, and related...TaxFull timeTemporary workPart timeWork at office$192k - $288k
Overview The Macro Portfolio Strategist will play a central role in the Citi Wealth CIO team. This role is focused on delivering differentiated actionable insights... ...Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave...Full time$192k - $288k
Wealth CIO - Macro Portfolio Strategist - Senior Vice President Job Req Id: 26980393 Location(s): New York, New York, United States Job Type: Hybrid... ...programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave),...Full time$115k - $270k
...leveraging deep advance planning expertise. The... ...our clients' overall wealth management and estate... ...beyond, which may include tax and estate planning, philanthropic... ...: Partner with Wealth Strategist to educate PWA teams... ...or PHD) is a plus.Executive presence with the...TaxFull timeTemporary workPart timeWork at office$115k - $270k
...expanding on firmwide partnerships with Private Wealth Advisors (PWAs) and other divisions. The... ...management businesses provide financial planning, investment management, banking and... ...Goldman Sachs and beyond, which may include tax and estate planning, philanthropic...TaxFull timeTemporary workPart timeWork at office
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