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
- ...administrator is seeking a Fund Accounting Manager to join its expanding private equity team. This individual will... ...for a portfolio of private equity clients and serve as a key point of contact... ...Coordinate with auditors, tax providers, custodians, and client service...TaxPrivate client
- ...Wealth Portfolio Manager is responsible for... ...high-quality investment advice and portfolio... ...-net-worth (HNW) client relationships, in... .... Contribute to sales production, referrals... ...Planning, and Private Client Banking... ...allocation drift, tax efficiency, liquidity needs,...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
$100k - $130k
...experienced retail leader to manage our new multi-level... ...a highly curated client journey. You will... ...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$91k - $145.6k
...Job Description The Private Client Services (PCS)... ...planning, gifting, and tax matters. Achieves assigned sales goals by... ...assistance with portfolio management, estate planning,... ...Communicates regularly with Investment, Tax, Private... ...to improve efficiency and enhance revenue...TaxPrivate clientWork experience placementWork at officeLocal areaFlexible hours- Private Equity is seeking a Fund Accounting Manager to lead day-to-day fund accounting operations for a diverse portfolio of private equity clients. The role requires managing the close processes, reviewing allocations, and ensuring compliance with U.S. GAAP. This position...Private client
- ...limited to the following: Client Management Reporting Facilitates client... ...funds, venture capital and private equity fund clients; Acts as... ...communicates with client’s investment managers and prime brokers and... ...clients; and Coordinates with tax personnel for funds or...TaxPrivate clientWork at officeRemote work
- IQ-EQ is currently seeking a Senior Manager for our fund administration team based in New York. This pivotal role involves working directly with private equity clients and managing audits, financial reporting, and investor communications. The ideal candidate will have over...Private client
$130k - $155k
...Overview - Fund Accounting Manager (Private Equity) Compensation:... ...County, NY for our client, supporting fund... ...financial reporting, investment operations, and partnership... ...operational tools to improve efficiency. Responsibilities as... ...: Partner with tax, legal, compliance, investor...TaxMonday to Friday$75k - $95k
...Sales Associate / Client Service Associate Wealth Management The Sales Associate / Client Service Associate... ...executives, founders, private company clients,... ..., including estate and tax planning, cash flow modeling, insurance, and investment management coordination...TaxPrivate clientFull timeWork 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
- ...corporations, organizations, and private clients across the country and... ...seeking an experienced Accounting Manager / Assistant Controller with... ...Ensure timely and accurate sales tax filings and payments -... ...and integrations to improve efficiency and accuracy. - Establish,...TaxPrivate client
- ...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
$90k - $170k
...a leading tech-enabled Private Equity Fund Administrator... ...a Fund Accounting Manager to join our growing team... ...technical excellence, client service, and operational... ...relevant Private Equity Fund/Investment Company Accounting &... ..., Partnership, Tax Blockers, etc. within an...TaxWork at officeRemote work3 days per week$220k - $250k
...Estates Associate (4+ years) to join its Private Client department in their New York office. The... ...on complex wealth transfer and tax planning matters. Why consider this opportunity... ...Federal and state transfer tax matters Tax-efficient wealth transfer strategies Must be...TaxPrivate clientWork at office$250k
...Estates Partner based in New York City to provide comprehensive tax, accounting, and consulting advice to high-net-worth... ...0 years of relevant experience. This role involves advising clients on tax-efficient strategies, charitable giving, and ensuring compliance with...TaxPrivate client$90k - $130k
...a leading tech-enabled Private Equity Fund Administrator... ...technical excellence, client service, and... ...closely with the Director/ Managing Director managing daily... ...relevant Private Equity Fund/Investment Company Accounting & Reporting... ..., Partnership, Tax Blockers, etc. within an...TaxWork at officeRemote work2 days per week- 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
$250k
...providing comprehensive tax, accounting, and... ..., family investment partnerships, trusts... ..., gifts, estates, private foundations, and other... ...aspects of wealth management. Responsibilities... ...with clients, understanding their... ...Advise clients on tax-efficient strategies to minimize...TaxPrivate client- TwinThread is seeking a Tax-Smart Portfolio Manager - Vice President in New York, NY. In this role, you will manage tax-aware investment strategies, focusing on portfolio performance and tax benefits for clients. You should have 6-8 years of relevant experience, strong...Tax
$90k - $110k
...engineering the future of private markets to improve client outcomes and drive... ...global alternative investments industry is forecast... ...solution for wealth managers of any size— from... ...financials. Oversee tax process for the funds... ...processes and gain efficiency. You have experience...TaxPrivate clientFull timeWork experience placementLive inWork at officeRelocationWork visa$276k - $357k
...of Business Development- Tax, Employee Benefits & Private Client Services page is loaded##... ...McDermott, we don’t just invest in your future, we accelerate... ...Development identifies and manages the implementation of core... ...’s marketing, brand and sales enablement teams* Recommend...TaxPrivate clientFull timeWork experience placementPrivate practiceWork at officeFlexible hours$95.5k - $195.4k
Job Description As a Private Client Service Tax Manager involved in both compliance and consulting on a variety... ...of individual, fiduciary, and investment entity income tax returns.... ...standard operating procedures to build efficiencies and leverage while utilizing a team...TaxPrivate clientWork at officeLocal area- CPS Inc. is seeking a Tax Senior Manager for its Private Client Services practice in New York City or Boston. The successful candidate will manage multiple... ...taxes. This role demands strong leadership in tax efficiency and compliance for various business entities. #J-18808...TaxPrivate clientPrivate practice
- ...people, build with us. Sales Executive Shakepay is seeking... ..., and onboard new clients to Shakepay’s crypto‑... ...Number of new business and private client onboardings... ...disciplined pipeline: manage activity and conversion... ...it’s crypto treasury, efficient large trades, or long‑term...Private clientWork at officeRemote work
$85k - $95k
...Retail Sales Manager, Christie's Wine & Spirits The Company... ..., Exceptional Client Service, Teamwork, Integrity... ...Management to enhance efficiency, controls, and customer... ...experience selling to private clients, including... ...Commuter Benefits - Pre-tax money towards your daily...TaxPrivate clientFull timeWork experience placementLocal area$310k - $390k
...Pillsbury’s prominent Private Client & Family Office... ...structures and income tax planning. We are open... ...analytical, and time management skills, superior judgment... ...Structure and advise on tax‑efficient wealth transfer... ...held businesses and investment structures. Work closely...TaxPrivate clientPrivate practiceWork at office- A fast-growing investment management firm is seeking a Fund Accounting & Operations Manager to join... ...continued expansion of its hedge fund and private markets platform. Job Description... ...external auditors Assist with annual tax return processes, including K-1 coordination...Tax
$80k - $110k
...Personal Lines Private Client Account Executive A global fintech leader, Acrisure empowers... ...and claims resources appropriately. Manage the renewal process to ensure maximum retention... ...and procedures to be as effective and efficient as possible. Escalate internal and...Private clientWork at officeImmediate startFlexible hours
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