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As a Tax Senior 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.
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The responsibilities include managing our portfolio management software system, identifying, and initiating rebalancing for new accounts and those that have drifted outside of the parameters set by the Investment Committee, and providing guidance and working with wealth advisors to migrate client portfolios closer to firm models.
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Our elite benefits and wealth-building programs. More than $220 billion assets under management. LPL Financial, member FINRA, SIPC, is the clearing broker-dealer for Equitable Advisors, LLC and they are not affiliated.
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Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
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Bringing together traditional and alternative investments, Goldman Sachs Asset & Wealth Management provides clients around the world with a dedicated partnership and focus on long-term performance.
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Learning & Development: Our lifelong learning philosophy means you’ll have access to a wealth of state-of-the-art learning resources, including our Lean Academy and online university (where you can get certificates and specializations from renowned colleges and universities.
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Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies. Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA.
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Macquarie is a global financial group providing clients with asset management, retail and business banking, wealth management, leasing and asset financing, market access, commodity trading, renewables development, specialist advisory, capital raising, and principal investment.
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System Management Integrator (Crew Health Care Systems) (Supporting NASA at Johnson Space Center) (Supporting NASA at Johnson Space Center) This position will be within the Human Factors and System Management team, which supports the Project Management and Engineering Branch at NASA’s Johnson Space Center in Houston, Texas.
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Experience with interventional pain management techniques, such as spinal cord stimulation, radio-frequency ablation, and intrathecal drug delivery systems. 2 or more years’ experience in interventional pain management in a private practice setting.
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We specialize in a diverse range of forest management services, including tree planting projects, control of invasive species, wildfire pre-suppression, native forest management, and community engagement.
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Minimum of 7 years of work experience in event management. Coordinate and manage global workshops, events, and conferences related to sustainability, climate change, and innovations in climate technologies.
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ENGIE Global Energy Management and Sales (GEMS) is responsible for managing the portfolio of electricity, natural gas, environmental products, and bulk commodities for ENGIE and its external clients, on an international level.
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Speciality Projects - Ryan White Case Management Provide supervision of the Ryan White Part B Case Manager in Beaumont. Act as liaison for the Ryan White case management grant and ensure appropriate spending.
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Strategy Engineering & Consulting, LLC is a leader in providing project management, engineering, drafting/design, reality capture, procurement, inspection, construction management, technical writing, and computerized maintenance management systems, for onshore and offshore oil and gas and renewables projects.
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wealth management jobs Company: Macquarie Group Limited in Houston, TX
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