Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Executive Tax Strategist — Wealth Planning (VP/ED) in New York, NY vacancy
  •  ...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... 
    Tax
    Work at office
    Local area

    JP Morgan Chase

    New York, NY
    1 day ago
  • 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... 
    Tax
    Work experience placement
    Work at office

    J.P. Morgan

    New York, NY
    1 day ago
  • 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... 
    Tax
    Full time
    Temporary work
    Work at office

    Goldman Sachs Bank AG

    New York, NY
    2 days ago
  • $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... 
    Tax
    Full time
    Remote work

    CIBC Bank

    New York, NY
    1 day ago
  •  ...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... 
    Tax
    Work experience placement
    Work at office

    JP Morgan Chase

    New York, NY
    3 days ago
  • $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... 
    Tax
    Local area
    Flexible hours

    Northern Trust

    New York, NY
    3 days ago
  • $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... 
    Tax
    Temporary work
    Casual work
    Work at office
    Remote work
    Flexible hours

    BBR Partners

    New York, NY
    8 days ago
  • $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... 
    Tax
    Temporary work
    Work at office

    NewEdge Capital Group LLC

    New York, NY
    3 days ago
  • 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 Search
    Tax

    TWM Executive Search

    New York, NY
    2 days ago
  • 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

    Neuberger

    New York, NY
    4 days ago
  • $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... 
    Tax
    For contractors
    Work at office
    Flexible hours

    Satovsky Asset Management LLC

    New York, NY
    3 days ago
  • $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... 
    Tax
    Full time
    Local area

    Blackstone Group

    New York, NY
    1 day ago
  •  ...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... 
    Tax
    Work at office

    Anchin

    New York, NY
    3 days ago
  • $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... 
    Tax
    Local area

    Northern Trust

    New York, NY
    2 days ago
  • 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

    JPMorgan Chase & Co.

    New York, NY
    3 days ago
  • $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,... 
    Tax
    Full time
    Temporary work
    Part time

    Goldman Sachs

    New York, NY
    4 days ago
  • $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... 
    Tax
    Full time
    Temporary work
    Part time
    Work experience placement

    Goldman Sachs

    New York, NY
    22 hours ago
  • 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

    JP Morgan Chase

    New York, NY
    3 days ago
  • 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... 

    Goldman Sachs

    New York, NY
    1 day ago
  •  ...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... 
    Tax
    Work at office

    JP Morgan Chase

    New York, NY
    22 hours ago
  • 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... 
    Tax
    Temporary work

    Morgan Stanley

    New York, NY
    4 days ago
  •  ...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

    Confidential

    New York, NY
    22 hours ago
  •  ...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... 
    Tax
    Work at office

    Confidential

    New York, NY
    1 day ago
  •  ...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

    Confidential

    New York, NY
    3 days ago
  • $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... 
    Tax
    Full time
    Temporary work
    Part time
    Flexible hours

    Goldman Sachs

    New York, NY
    4 days ago
  • $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... 
    Tax
    Full time
    Temporary work
    Part time
    Work at office

    Goldman Sachs

    New York, NY
    22 hours ago
  • $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

    Citi

    New York, NY
    3 days ago
  • $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

    Citigroup Inc.

    New York, NY
    4 days ago
  • $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... 
    Tax
    Full time
    Temporary work
    Part time
    Work at office

    Goldman Sachs

    New York, NY
    1 day ago
  •  ...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... 
    Tax
    Work experience placement
    Work at office

    JPMorgan Chase & Co.

    New York, NY
    more than 2 months ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Executive Tax Strategist — Wealth Planning (VP/ED). Be the first to apply!