VP, Tax Policy & Wealth Advisory Entity Strategy
Goldman Sachs Group, Inc.
A leading global investment bank is seeking a Vice President and Business Entity Tax Specialist in Dallas, Texas. This high-impact position involves providing strategic tax advisory for business entities and ultra-high-net-worth clients. Responsibilities include analyzing legislative developments, conducting document reviews, and delivering training to enhance firm-wide expertise. The ideal candidate should have a JD, LL.M. preferred, and over 10 years of relevant tax experience. Competitive compensation and benefits offered. #J-18808-Ljbffr
- ...investment bank is seeking a Vice President and Business Entity Tax Specialist to lead tax advisory for business entities. The role involves legislative... ...This position offers the opportunity to impact strategic policy decisions within a leading financial institution. #J-18...PolicyTax
- ...President in Dallas for its Tax Policy & Research group. The ideal candidate... ...experience in business entity taxation and possess a Juris... ...analysis, authoritative tax advisory, and high-stakes client engagement... ...the firm’s tax policy and strategies for ultra-high-net-worth...PolicyTax
- ...President and Business Entity Tax Specialist within Goldman Sachs' Tax Policy & Research (TP&R) Group... ...interpretation and sophisticated wealth management. You will... ...and provide strategic advisory on federal and state... ...and protection strategies. HOW YOU WILL FULFILL...PolicyTaxFull timeWork at office
- ...seeking a Vice President and Business Entity Tax Specialist in Dallas, Texas. This role... ...providing advanced tax research and strategic advisory services on federal and state issues... ...to develop and articulate complex tax strategies for ultra-high-net-worth clients. #J-18...PolicyTax
- Asset & Wealth Management, Wealth Advisory Services, Tax Policy & Research Counsel, Vice President - Dallas Job Description... ...a Vice President and Business Entity Tax Specialist within Goldman... ...wealth optimization and protection strategies. How You Will Fulfill Your...PolicyTaxWork at office
- ...Vice President, Wealth Manager (CRM) Lido Advisors... ...differentiated approach to wealth advisory services, including... ...and estate planning, tax advisory, bespoke... ...equity and fixed-income strategies. Lido offers a flexible... ...allocation and compliance policies Set prospective and...PolicyTaxWork at officeLocal areaFlexible hours3 days per week
$75k - $125k
...Regional VP, Wealth Management Consultant Allworth Financial is an... ...independent investment financial advisory firm that specializes in... ...planning, investments, estate, and tax advice to achieve optimal... ...our flexible paid time off policy ~ Non-Exempt associates will...PolicyTaxFull timeContract workTemporary workPart timeInternshipLocal areaRemote workFlexible hours- ...Global Financial Crimes (GFC) KYC Advisory Officer. In the Legal &... ...which tasked with setting KYC policy in coordination with Global Financial... ...), Economic Sanctions, Anti-Tax Evasion, Anti-Corruption and... ...Coordinate with GFC Strategy on the implementation and continued...PolicyTax
- ...career with Goldman Sachs Asset & Wealth Management is an opportunity... .... We provide investment and advisory services for pension plans, sovereign... ..., N-CEN, NFMP, and year-end tax reporting; partner with Legal... ...on filings, disclosures, and policy updates. Distribution...PolicyTax
- ...Job Description Private Wealth Management (PWM) Goldman Sachs Private... ...and deliver customized strategies drawn from our deep investment... ...and beyond, which may include tax and estate planning, philanthropic... ...offer competitive vacation policies based on employee level and...PolicyTaxFull timeWork at office
- Job Description Wealth Management Across Wealth Management, Goldman... ...and deliver customized strategies drawn from our deep investment... ...and beyond, which may include tax and estate planning, philanthropic... ...offer competitive vacation policies based on employee level and...PolicyTaxFull timeWork experience placementWork at office
- Morgan Stanley is seeking a Global Financial Crimes Senior KYC Advisory Officer to enhance KYC practices worldwide. This VP-level role involves managing KYC policy, coordinating with teams, and ensuring compliance with AML laws. The ideal candidate brings 8-12 years of...PolicyWork at officeWorldwide3 days per week
$150k
...Competency: Industry Tax Practice Industry... ...Sector: Asset and Wealth Management Time... ...issues from strategy to execution. PwC... ...automation in tax advisory Adhere to professional... ...various business entities Proficiency in... ...the following policy: Learn more about...PolicyTaxFull timeH1bLocal areaOverseas- ...reimagining the way wealth is experienced.... ...to develop client advisory skills under the guidance... ...alongside estate, tax and philanthropic... ...estate documents (entity structures, estate... ...Planning, Wealth Strategy, Tax) and external... ...It is the policy of Cresset to ensure...PolicyTaxFull timeTemporary workInternshipWork at officeLocal area
- ...reimagining the way wealth is experienced.... ...further their client advisory skills under the... ...alongside estate, tax and philanthropic... ...estate documents (entity structures, estate... ...Planning, Wealth Strategy, Tax) and external... ...maintain investment policy statements (IPS)...PolicyTaxFull timeTemporary workWork experience placementWork at officeLocal area
$87k - $195k
...Vice President in our rapidly-growing M&A Tax Services practice, you will play a... ...inform investment decisions, negotiation strategies, and deal structures. Your analysis of historical... ...schedules and a discretionary time off policy to promote work-life balance and help employees...PolicyTaxFull timeLocal areaFlexible hours$248k - $372k
...independent, objective assurance and advisory services, creating value for... ...and help drive remediation strategies to improve business... ...actions are in compliance with policies, standard procedures, and applicable... ...Savings Plan (RRSP) and Tax-Free Savings Plan (TSFA). - Vacation...PolicyTaxFull timeWork at officeFlexible hours$195k - $285k
...VP, Tax - Real Estate Transactions At Welltower, we're transforming... ...external advisors, guide policy development, and enhance the... ...ventures, and capital deployment strategies. Lead cross-functional... ...consolidation methods and monthly legal entity structure changes, ensuring...PolicyTaxWork at officeNight shift- ...are seeking an experienced Regional Vice President, Wealth Management to join a rapidly growing advisory team. This role is focused on engaging qualified prospective... ...planning, investment, retirement, estate, and tax planning recommendations Present tailored financial...TaxLocal areaRemote work
- ...investments, including Low Income Housing Tax Credits (LIHTC) equity and structured... ...initiatives with business goals and investment strategy. Manage relationships with internal... ...insurance. We offer competitive vacation policies based on employee level and office location...PolicyTaxFull timeTemporary workWork at office
$145k - $195k
...Vice President, Data Science & Strategy Atlanta; Boston; Charlotte... ...you've grown into strategic advisory. What matters most is that... ...Please note that as per Accordion policy, we do not accept unsolicited... ...employment agency, person or entity that submits an unsolicited...PolicyWork at officeLocal areaRemote workShift workNight shift2 days per week- ...VP of Workplace Strategy Stream Realty Partners is seeking a Workplace Strategy leader to serve... ...consultant role focused on strategic advisory, early-stage client guidance, and front... ...engagement surveys, hybrid work policies, and utilization metrics to determine...PolicyWork at officeRelocation
- ...Preparation of tax returns as it relates... ...developments as it relates to wealth planning... ...planning of practice strategy, objectives, and budgets... ...Armanino LLP and Armanino Advisory LLC, independently owned entities, provide... ...has facilities. This policy applies to all terms...PolicyTaxContract workLocal areaFlexible hours
- ...Sachs, we provide investment and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments... ..., GS's own funds, products, strategies, and system architecture. The group... ...manager trading, NAV, and After-tax performance of client's report...Tax
- ...Description Goldman Sachs’ Asset & Wealth Management Division (AWM) is one of... ...individual investors with investment and advisory solutions, with strategies spanning public and private asset... ...personally We offer competitive vacation policies based on employee level and office...PolicyFull timeWork at office
- FINANCE | TAX We’re a team of specialists charged with managing... ..., tax planning, business advisory and management of taxing authority... ...work for the firm’s business entities. Responsibilities Manage tax‑... ...compliance and optimize tax strategies. This is an excellent...TaxLocal areaWorldwide
- ...established and expanding wealth management firm, is... ...differentiated approach to wealth advisory services, including our... ...and estate planning, tax advisory, bespoke... ...and fixed income strategies. Lido Advisors supports... ...adherence to allocation policies Maintain and track prospect...PolicyTaxWork at officeLocal areaFlexible hours3 days per week
- ...financial services firm in Dallas is seeking a Product Manager to modernize and enhance its Wealth Management digital platform. The ideal candidate will lead product strategy and execution, collaborating with cross-functional teams and utilizing data-driven insights....
$90.3k - $165.4k
...Financial Services - Wealth and Asset Management - Tax Manager - EDGE Multi-Client... ...across tax compliance and/or advisory services. Responsibilities... ...our flexible vacation policy, you'll decide how much vacation... ..., consulting, tax, strategy and transactions. Fueled by...PolicyTaxSummer holidayFlexible hours$157.2k
...holistic approach that integrates wealth management, tax planning, and family office... ...delivers personalized strategies aligned with each client’s... ...with Tax, Wealth Advisory, and other firm service lines... ...Forvis Mazars, LLP’s standard policy not to accept unsolicited referrals...PolicyTaxWork at office
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