Sales, Private Clients - Tax Efficient Investment Manager
Venture Search
We are currently working with a well-regarded fund manager, who has a focus on the tax efficient investments space. Since its inception the firm has experienced impressive growth, consistently outperforming the market and on the back of this success is now looking to add a business development professional to its team. The individual will be responsible for managing and expanding existing relationships, as well as expanding their investor footprint further. Responsibilities Identify and target relevant HNW & Family offices. Work closely with the internal client and investment team to ensure the product is being positioned effectively Organise and host relevant client events Work closely with the investment team to further develop the product based on market and client intel. Requirements 2+ years in a business development or internal sales position Experience in working with HNW/UHNW indidivuals Have sold investment solutions and have a decent understanding of investment products #J-18808-Ljbffr Venture Search
- A respected fund manager in the United Kingdom is seeking a business development professional to manage and expand... ...working closely with internal teams to position investment products effectively, organizing client events, and leveraging market intel to enhance the offerings...TaxPrivate client
- ...Silvercrest Asset Management Group LLC is a leading independent, registered investment advisor offering bespoke... ...investors. Silvercrest's client-centric approach... ...structuring needs, and tax filing & payment for the... ...business to build a book of private & institutional...TaxPrivate clientWork at office
$170k - $300k
...$300 000,00Category: Private Client Product Services, Executive... ...a senior Alternative Investments Director/Senior Vice... ...to drive strategic sales growth, advisor... ...client relationship management, and business development... ...trends, and fundraising efficiencies.Analyze asset flows,...Private clientFull timeWork at office- Description Responsible for managing an assigned commercial loan portfolio... ...financial statements, tax returns, and other related... ...relationships with internal and external clients by valuing other's feelings... ...and technologies that create efficiencies by demonstrating:...TaxWork at office
- ...services firm, ensuring compliance and efficiency in financial reporting and portfolio management.Collaborate with cross-... ...treasury, cash flow management, and tax optimization strategies.Ensure... ...management strategies for diverse investment structures, enhancing...Tax
$100k - $130k
...experienced retail leader to manage our new multi-level... ...a highly curated client journey. You... ...a team including Sales Advisors, Senior Sales Advisors, a Private Client Advisor,... ...upkeep. Develop efficient workflows. Manage... ...130.000 USD before tax and will be set according...TaxPrivate clientFull timeImmediate startFlexible hoursWeekend workAfternoon shift- ...Arnold & Porter seeks a Business Development Manager to support premier transactional practices, including Bankruptcy & Restructuring, Tax, Private Client Services, and Project Finance. This strategic role may be based in New York or Washington, DC, partnering with practice...TaxPrivate client
- ...Director of Alternative Investments - Commercial Mortgage... ...lead the team that manages and executes investment... ...Reporting, Accounting Policy, Tax, Capital Management,... ...focused on increasing efficiency, reducing manual risk,... ...structured finance or private assets \n ~1+ years...TaxFull timeTemporary workWork at office
$50k
...built for the mass market. As private client investment and banking products have... ...clients are looking for more tax and wealth transfer advice which... ...- including wealth managers from exclusive multi-family... ...response to our product. Achieving sales goals will require strong...TaxPrivate clientContract workWork at office3 days per week$215k - $310k
...work with high-profile clients and complex, cross-market... ..., developers, and private equity clients on a wide... ...negotiate purchase and sale agreements, loan documents... .... Conduct and manage due diligence (title, survey... ...multidisciplinary teams across tax, construction, and...TaxPrivate clientWork at office- ...investors, developers, and private equity clients on a wide range of commercial... ...and negotiate purchase and sale agreements, loan documents,... ...agreements. Conduct and manage due diligence, including title... ...teams across tax, construction, planning & zoning...TaxPrivate clientFull timeWork at office
$125k - $200k
...Brooklyn Investment Group is an SEC-registered... ...optimization and automated tax-loss harvesting to... ...for our clients, including financial... ...advisory firms and asset managers. Over the... ..., non-annual sales incentive plans,... ...managing public and private assets for clients...TaxPrivate clientFull timeWork experience placementWork at office$140k - $180k
Our client is a public accounting firm. They seek a Tax Manager, Private Client Group, to join their Manhattan, NY office.ResponsibilitiesCultivate... ...individuals, trusts, family investment partnerships, private... ...and implement tax-efficient strategies to minimize clients...TaxPrivate clientWork at officeLocal areaRemote work$100k - $125k
...collection services, cash management, liquidity... ...from a broad global client base including of... ...a portfolio sales plan to ensure that... ...analyze regulatory and tax issues related to... ...of corporate and investment banking services to... ...restructuring and private capital advisory capabilities...TaxFull timeWork at officeLocal areaRemote workWorldwide- ...Family OfficeSelling Points Shape tax strategy and compliance for a... ....Enhance operational efficiency by optimizing tax tracking systems... ...guidance during audits and manage correspondence with tax authorities... ...management, preferably in private client services.Proficiency in...TaxPrivate clientLocal area
$150k - $200k
...Tax ManagerThis is a newly created, in-... ...estates, and personal investment entities. Working... ...and manage tax compliance for... ...to investments and private transactions.Maintain... ...experience in Private Client Services, High Net... ...AI to improve the efficiency and quality of tax...TaxPrivate clientWork at officeLocal area- ...corporate and institutional clients along with private and business clients. Services include sales, trading, research... ...(M&A); risk management products, such as derivatives... ...Description Major Investment Bank is looking for a... ...other Finance areas, and Tax Ensuring and...TaxPrivate clientWork at office
- ...including knowledge of relevant state and federal tax laws. Experience with domestic estate planning,... ...estate planning for retirement assets; and tax-efficient family wealth transfer strategies is preferred. Our Private Client team, one of the largest and most sophisticated...TaxPrivate client
- ...investors, developers, and private equity clients on a wide range of commercial... ...and negotiate purchase and sale agreements, loan documents,... ...venture agreements. Conduct and manage due diligence, including... ...multidisciplinary teams across tax, construction, planning &...TaxPrivate clientFull timeWork at office
$95k - $190k
...in assets across 350+ hedge funds, private equity and large family offices clients. Our best-in-class offering includes... ...and financial reporting, and tax services. Delivering these services... ...are seeking a client facing Account Manager for our NYC and Purchase, NY offices...TaxContract workTemporary workWork at office$115k - $185k
...alternative asset manager. We seek to create... ..., the companies we invest in, and the communities... ...focused on private equity, real estate... ...team, legal team, tax, treasury and operations... ...licenses if you are in a client facing role and/or... ...prepared by a sales team or developing...TaxFull timeLocal areaFlexible hours$175k - $190k
...forward thinking asset manager, we build dynamic... ...with clients, understand their... ...firm’s Short-Term investment business by delivering... ...visualization, to improve the efficiency, consistency, and... ...match on pre-tax and/or Roth contributions... ...funds with no sales charge Franklin...TaxFull timeTemporary workLocal area- ...A leading alternative investment platform is seeking a Fund Accounting Manager to support private equity strategies within a global fund finance team. This role is responsible... ...with internal stakeholders across finance, tax, investor relations, and portfolio management....Tax
$121.3k - $222.3k
Financial Services - International Tax - Transfer Pricing - Manager Location: New York, NY (options: New York City, Jericho, Stamford, Hoboken... ...Services practice to advise corporate and private equity clients on transfer pricing, tax structuring, and capital agenda...TaxPrivate clientFlexible hoursShift work$140k - $180k
...Description Job Description Title: Tax Manager, Private Client Group Department: Private Client... ...for individuals, trusts, family investment partnerships, gift, and estate tax returns... ...will be involved in developing tax-efficient strategies, managing client...TaxPrivate clientFull timeLocal area- ...succeed and the autonomy to reach your goals. EisnerAmper is seeking a Tax Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with the capacity to efficiently oversee multiple client engagements while demonstrating...TaxPrivate clientFull timeTemporary workPrivate practiceWork at officeLocal areaRemote work
$154.5k - $302k
...firms, banks and private equity firms on their... ...crises, managing risk and optimizing... ...practice focuses on our clients’ strategic, operational... ...financial, tax and real estate solutions... ...institutions, investment banks, opportunity... ...and assist in the sales process of IA&R servicesHow...TaxPrivate clientFull timeInterim roleWork at officeFlexible hours$116.25k - $159.64k
...Tax ManagerJoin Baker Tilly as a Tax Manager with our New York office! This is a great opportunity... ...to small business clients. You will work side-by-side... ...expand your career in Private Wealth tax and accounting... ...on implementing efficiencies and identification of internal...TaxPrivate clientWork at officeLocal area$160k - $285k
...Description Estates & Tax Planning Associate Attorney... ...§ The Firm : Our client is a well-established,... ...-net-worth clientele, managing sophisticated wealth... ...recapitalizations, and tax-efficient liquidity events. ⨖... ...independently manage sophisticated private client matters. ⨖...TaxPrivate clientFull timeLocal area- Job Overview A law firm seeks an experienced Private Client International Tax and Estate Planning Associate / Senior Associate to... .... Develop sophisticated estate planning and tax‑efficient restructuring solutions. Manage complex international planning matters independently...TaxPrivate clientRemote work
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