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EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. The individual will collaborate closely with Partners in an entrepreneurial environment that values exceptional client service and tax expertise.
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Fenergo is recognized for its in-depth financial services and regulatory expertise and out-of-the-box rules engine which ensures financial institutions are future-proofed against evolving Environmental, Social and Governance (ESG), KYC, Anti-Money-Laundering (AML), tax and prudential regulations across 120+ jurisdictions.
$130,000 a yearFull-timeExpandApply NowActive JobUpdated 19 days ago - UpvoteDownvoteShare Job
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Responsible for providing high service level operational client support for high focus Prime Brokerage clients as well as supporting the team manager in project work and ad-hoc requests assigned the team.
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The Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified Financial Planners, create the Citizens Private Client team.
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As a Citizens Private Client Relationship Manager , you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing and collaborating with other colleagues.
$90,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Verify that client and KYC information is complete according to anti-money laundering program (AML) policies; verify and document clients' source of wealth, oversee the collation and review of source documents by client / business need, and perform basic, additional and enhanced due diligence reviews according to KYC policies and procedures.
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CFA (Chartered Financial Analyst) / FRM (Financial Risk Manager by GARP) / CISI (Chartered Institute for Securities & Investment) certifications will be a plus. Ability to understand and decipher Investment Management Agreements, Fund Prospectuses, Statement of Additional Information (SAI), Investment Policies and other client investment restrictions including the evolving landscape of Environmental, Social and Governance (“ESG”) client and regulatory requirements.
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They are seeking a highly skilled and experienced Tax, Trusts & Estates Associate/Attorney to join their team at their New York office. Responsibilities:- Provide high-quality legal advice and services to clients on matters related to tax planning, trusts, estates, wills, and probate.
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Morgan Integrated Team comprised of a Client Advisor, Regional Client Advisor, Internal Client Advisor, ETF Client Advisor(s) and Retirement Client Advisors to serve the Registered Investment Advisor (RIA), Bank & Trust and Family Office clients in the Region.
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They are seeking a highly skilled and experienced Tax, Trusts & Estates Associate/Attorney to join their team at their Florida office. The ideal candidate will have at least 3 years of experience in Tax, Trusts & Estates practice and preferably hold an LL.M degree in Taxation or Estate Planning.
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Minimum 3 years’ experience practicing Tax, Trusts & Estates law. - Conduct legal research and analysis on complex tax and estate planning issues. Our Client is a prestigious law firm with a renowned reputation in the legal industry.
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Our Tax practice seeks an experienced Attorney with a LL.M. in Taxation whose focus has been in research and resolution of tax law and tax matters related to individual, corporate, trusts & estates, domestic and international taxation issues, to join our Tax Controversy Services team as a Tax Senior Manager.
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Conduct legal research and analysis to support estate planning strategies, tax planning initiatives, and client advisory services. Client Advisory: Provide strategic tax and estate planning advice to high-net-worth individuals, families, and business owners.
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Our international client is offering an opportunity to join them in their growth as a Business Development Manager at their EPC firm focused on commercial solar projects. The Business Development Manager will work alongside our client's senior team to learn the ins and outs of solar project lifecycle management.
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Sales & Client Service Coordinate with Relationship Manager and AML/Compliance and/or OFAC Sanctions Team for any BSA or sanctions related cases follow-up. Coordinate account opening process: gather KYC documentation; submit account application; draft account opening form for Account Servicing Group Draft client agreements for new account documentation Maintain client contact list Analyze customer activity variance related to GTB customer independent review and reach out to customer for justification Act as back up to RM while SHE/HE is travelling for business and/or out of the office on vacation to ensure proper follow up on incoming inquiries.
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client tax manager jobs Company: Bdo in Brooklyn, NY
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