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As a Tax Manager in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client.
$193,440 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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As a Private Client Data Conversion Specialist, you will play a crucial role in supporting the conversion of private client data into our MMA Agency Management systems. Learn more about what makes us different and how you can thrive as a Private Client Data Conversion Specialist at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities.
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As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida.
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EisnerAmper has experienced significant growth and is seeking a Managing Director for our real estate private equity tax team. Experience working with real estate private equity clients is required.
$999,999 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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At least at least 6 years of financial services industry experience in one or a combination of the following areas: corporate, consumer, mortgage, investments, brokerage, or private banking. We are looking for a dynamic Private Banker who will act as the single point of contact for a select group of affluent clients.
$90,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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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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The Role Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated clients, which may include some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates.
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Our company is looking to hire compassionate, dependable, respectful, patient HHA's to work live in cases on Long Island.
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Description & SummaryA career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy.
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Come practice in Merrick, a hamlet in Nassau County, on the South Shore of Long Island, in New York. CompHealth has relationships with hospitals across the country and often know about jobs before they're advertised.
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JOB DESCRIPTION :Essential Duties & ResponsibilitiesPerforms a combination of duties in accordance with departmental guidelines:Works with senior management on the most complex underwriting risks employing advanced diagnostic and systematic analysis to assess acceptability.
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The Private Client Services (PCS) Tax Practice focuses on tax business planning, advisory & compliance services for ultra-wealthy families as well as multi-general wealth planning. We’re hiring for a Tax Supervisor – Private Client Services (PCS) for our Melville, NY office.
$115,000 a yearFull-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management.
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CNA Financial Lines has an opening for a Complex Claims Consultant handling Employment Practice Liability (EPL), Private D&O and Fiduciary Claims. Verifies coverage and establishes timely and adequate reserves by reviewing and interpreting policy language and partnering with coverage counsel on more complex matters, estimating potential claim valuation, and following company's claim handling protocols.
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If so, our Long Island office is searching for their next Private Jet Sales Consultant! Building relationships with Private Jet Operators to ensure we are able to provide the most suitable aircraft choices for the clients’ requirements.
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Title: private Company: Jp Morgan Chase in Old Bethpage, NY
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