Asset & Wealth Tax Strategy Lead
PricewaterhouseCoopers
PwC in New York is seeking an Asset & Wealth Management Tax Senior Manager to guide clients through complex tax regulations, validate compliance, and optimize tax positions. You will lead teams to deliver high-quality tax advice while minimizing risk and ensuring regulatory alignment across engagements. In this role you will mentor professionals, develop client relationships, and apply systems thinking to deliver holistic tax strategies. #J-18808-Ljbffr PwC
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Asset & Wealth Tax Strategy Lead in New York, NY vacancy
- ...Search is partnering with a leading global quantitative... ...firm to find a Wealth Channel Lead for its Investor... ...investment philosophy, strategies, and product offerings,... ...following: institutional asset management, hedge fund,... ...strategies, and tax-aware investing is highly...AssetTaxFull timeWork at office
Coda Search│Staffing
New York, NY3 days ago - ...Vice President of Wealth Strategies About the Company A multi-family office with $32 billion in assets under management Industry Financial Services Type Privately... ...with a specific focus on individual income tax planning for high-net-worth families. This...AssetTaxWork at office
$240k - $260k
...InvescoAs one of the world’s leading independent global... ...range of investment strategies and vehicles to our clients... ...Strategies Technology (Wealth, SMAs & Model... ...with Invesco’s wealth and asset management business to... ...risk preferences, and tax considerations. These solutions...AssetTaxFull timeWork at officeFlexible hoursInvesco
New York, NY6 days ago- RBC Wealth Management in New York is seeking a Wealth Strategist to integrate... ...their resources and drive asset growth, including complex estate... ...planning and multi-generational strategies. You will train FAs on planning concepts, lead point-of-sale engagements, and develop...Asset
- ...Business Unit Overview: The Wealth Advisory Group is a newly formed... ..., with services that span tax strategy, risk protection, philanthropy... ...relationships with third-party asset managers and platform... ...and evolving market trends. • Lead the coordination, distribution...AssetTaxWork at officeLocal area3 days per week
New York Life Insurance Company
New York, NY6 days ago $85k - $160k
...Strategic and Quantitative Asset Allocation (SQAA) team within the Investment Strategy Group (ISG). The... ...also a must. OUR IMPACT Wealth ManagementAcross Wealth... ...clients and customers, and leading-edge technology, data... ...beyond, which may include tax and estate planning,...AssetTaxFull timeTemporary workPart timeGoldman Sachs
New York, NY4 days ago- J.P. Morgan Asset Management (Tax-Smart team) seeks a Vice President to lead tax-aware investment strategies and oversee SMA portfolios in New York. You will partner with research to implement actionable, scalable investment processes and coordinate with technology and...AssetTax
$210k - $280k
...deliver thoughtful, collaborative strategies that focus on what is most... ...Wealthspire Advisors acts as a wealth manager, investment Advisor,... ...through financial, estate and tax planning. This role partners with... ...understand how different assets and sources of wealth should be...AssetTaxFlexible hours$115k - $270k
Private Wealth ManagementGoldman Sachs Private Wealth... ...and deliver customized strategies drawn from our deep investment... ..., which may include tax and estate planning,... ...a Vice President to lead PWM's next-generation marketing... ..., and marketing assets that support the GSFO team...AssetTaxFull timeTemporary workPart timeWork at officeAfternoon shiftGoldman Sachs
New York, NY2 days ago- Landing Point, a leading multi-family office, seeks a Vice President of Wealth Strategies in New York to lead individual income tax planning across client teams. The role focuses on UHNW families and complex tax planning. You will serve as SME to client coverage teams,...TaxWork at office
- Landing Point, a leading independent asset management firm, seeks a Vice President, Wealth Investment Client Portfolio to support its Private Wealth division in New York.... ...across Private Wealth on investments, planning, tax, and trust. This role also involves data analysis...AssetTax
$115k - $270k
..., Brand Marketing & Creative Strategy to lead brand positioning, messaging... ...advertising creative across Private Wealth Management ("PWM") and... ...and beyond, which may include tax and estate planning, philanthropic... ...the creative approach, asset architecture, and channel-specific...AssetTaxFull timeTemporary workPart timeWork at office- PwC is seeking a Specialized Tax Services - Energy Incentives & Credits Senior Manager to provide strategic tax guidance on complex issues including accounting methods, fixed assets and R&D credits. You will lead large projects, coach teams, and communicate clear, impactful...AssetTax
$175k - $225k
...As a forward thinking asset manager, we build dynamic... ...leverage cutting edge strategies and deep insights to unlock... ...for long term wealth creation. Our talented,... ...RoleThe AI Enablement Lead owns the AI-domain content... ...% company match on pre-tax and/or Roth contributions...AssetTaxWork at officeLocal areaFranklin Templeton
New York, NY5 days ago$155.7k - $183.2k
...As a forward thinking asset manager, we build dynamic... ...leverage cutting edge strategies and deep insights to unlock... ...for long term wealth creation. Our talented,... ...maintainable.Job OverviewThe Lead - AI Optimization... ...% company match on pre-tax and/or Roth contributions...AssetTaxWork at officeLocal area3 days per weekFranklin Templeton
New York, NY4 days ago- ...Family Office Content Lead for a globally respected... ...for how the world’s top asset managers, hedge funds,... ...covering everything from tax and governance to... ...dynamics and investment strategy Interview industry heavyweights... ...Partner closely with a Wealth Management team shaping...AssetTaxFull timeWork at office
$160k - $220k
...an experienced estate tax professional? Does partnering... ...advice related to wealth transfer and philanthropic... ...and philanthropic strategies for clients perform research... ...Trusts, Charitable Lead Trusts, Private Foundations... ...provide diversified asset management solutions and...AssetTaxFull timeFlexible hoursUBS
New York, NY2 days ago- ...Top-tier wealth management firm seeks Senior Relationship Manager in New York to serve... ...sophisticated investment and asset allocation strategies Build and utilize a personal referral... ...clients and their advisors regarding tax, trust, estate, and investment matters...AssetTaxFull timeLocal area
TWM Executive Search
New York, NY5 days ago $150k - $250k
...An independent, employee-owned global asset management firm manages over $530 billion... ..., offering a wide range of investment strategies and wealth planning services. They are seeking a Vice... ...across investments, planning, tax, and trust. Analyze and manipulate data...AssetTaxLanding Point
New York, NY1 day ago- ...Description Evolve Private Wealth is an independent, employee-owned... ...investment management, tax strategy, estate planning coordination... ...run. Responsibilities Lead key client relationships end... ...including exposure to alternative assets ~ Experience with Addepar a...AssetTaxFull timeWork at office
Evolve Private Wealth
New York, NY3 days ago - ...About Our Client Our client is a leading global alternative asset manager with a broad platform... ...hedge funds, and other investment strategies. The firm’s Private Wealth business is a significant and... ...management, operations, finance, tax, compliance, and other internal...AssetTaxFull time
JW Michaels & Co.
New York, NY4 days ago - ...ServicesSelling Points Drive impactful wealth strategies for high-net-worth clients in a hybrid role... ...to develop innovative strategies for asset growth, preservation, and legacy planning... ...Provide expert guidance on estate planning, tax optimization, and investment strategies,...AssetTaxRemote work
Green Key Resources
New York, NY3 days ago - ...and advisory firm based in New York City, offering asset management and wealth planning services to high net worth clients. The Wealth... ...a detail-oriented associate to support estate, tax, and wealth planning strategies with senior planners and investment advisors. The role...AssetTax
- ...Top-tier wealth management firm seeks Senior Relationship Manager in New York to serve... ...sophisticated investment and asset allocation strategies Build and utilize a personal referral... ...clients and their advisors regarding tax, trust, estate, and investment matters...AssetTaxLocal area
TWM Executive Search
New York, NY15 days ago - Goldman Sachs Wealth Management seeks a Private Wealth Management professional to support PWAs in portfolio construction, asset allocation, and client service for high-net-worth clients... ...PWAs to deliver tailored investment strategies and comprehensive wealth plans. The...Asset
- ...Wealth Management, Product Development, Vice President... ...Description JPMorgan Asset & Wealth Management delivers industry-leading investment management solutions... ...and institutions with strategies and expertise that span... ..., risk, finance, tax, operations and technology...AssetTax
Testing Site - JPMC
New York, NY1 day ago - ...Wealth Management, Regional Trust Team Lead, Executive Director New York, NY, United States Job Identification... ...Family Management Business Unit Asset & Wealth Management Posting Date... ...Bank advisors to coordinate client strategy and participate in key client...AssetFull time
JPMorgan Chase & Co.
New York, NY1 day ago $175k - $225k
...Description We are seeking a Portfolio & Wealth Advisor to support the team’s... ...Team to develop an overall investment strategy based on the client’s risk/reward profile, objectives, and tax status; determining appropriate asset allocation and portfolio construction;...AssetTaxWork experience placementShift workLazard Ltd
New York, NY1 day ago- ...Services client is seeking a Senior Wealth Advisor to join their rapidly... ...growth . You will play a lead role in expanding the client... ...planning across investment strategy, tax aware planning, retirement, estate... ...strategy, including asset allocation and portfolio oversight...AssetTaxRemote work
Professions
New York, NY4 days ago $100k - $160k
Private Wealth Management (PWM)Goldman Sachs Private Wealth Management... ...advise and deliver customized strategies drawn from our deep investment... ...and beyond, which may include tax and estate planning,... ...grow. Founded in 1869, we are a leading global investment banking, securities...AssetTaxFull timeTemporary workPart timeGoldman Sachs
New York, NY6 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Asset & Wealth Tax Strategy Lead. Be the first to apply!
Related searches
- executive team lead asset protection New York, NY
- asset protection investigator New York, NY
- fixed asset accountant New York, NY
- real estate asset manager New York, NY
- director of asset management New York, NY
- analyst asset management New York, NY
- asset management intern New York, NY
- software asset management analyst New York, NY
- digital asset coordinator New York, NY
- entry level asset management New York, NY