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Keywords: Tax Partner, Private Client Advisors, Location: New York City, NY

Page: 1

Partner Tax Preparation Advisor Manager

Partner Tax Preparation Advisors team you are expected to provide tax compliance and tax planning guidance to the owners... individuals help businesses navigate complex tax regulations and optimise their tax positions. In private tax at PwC...

Company: PwC
Location: New York City, NY
Posted Date: 06 Jan 2026

Partner Tax Preparation Advisor Senior Associate

, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions. In private tax... - Working with team members virtually - Identifying and addressing client tax issues - Managing engagements and balancing...

Company: PwC
Location: New York City, NY
Posted Date: 08 Jan 2026
Salary: $55000 - 151470 per year

Asset & Wealth Management - Private Wealth Management - Associate/Vice President, Private Wealth Advisor - New York

reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product... and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private...

Company: Goldman Sachs
Location: New York City, NY
Posted Date: 03 Dec 2025
Salary: $100000 - 160000 per year

Asset Management - Platform Solutions Internal Client Advisor - Associate

a solution-based mindset that breaks through complexity and unlocks commercial growth Partner with Client Advisor... organization and with our partner firms Understanding of the wealth and asset management industries, tax management, custody...

Company: JPMorgan Chase
Location: New York City, NY
Posted Date: 19 Dec 2025

U.S. Private Bank - Executive Advisory - Executive Director

in executive compensation, helping clients and advisors navigate complex compensation arrangements. Partner with the Private Bank... scale executive compensation advice by equipping Private Bank advisors with the knowledge, tools, and frameworks...

Company: JPMorgan Chase
Location: New York City, NY
Posted Date: 24 Dec 2025

U.S. Private Bank - Estate Planning Innovation Lead - Executive Director

, including estate planning review team, wealth advisors, and Private Bank advisors, to gather requirements and ensure the... platform, with an eye towards ensuring accurate implementation and user efficiency. Partner with Private Bank business...

Company: JPMorgan Chase
Location: New York City, NY
Posted Date: 24 Dec 2025

Director, Private Credit Product Specialist, Private Wealth Solutions

as a bridge between investment teams and private wealth client teams, partnering with Financial Advisors, RIAs, IBDs, and Private... meetings, roadshows, and due diligence sessions. Client Engagement & Capital Formation Partner with sales and investor...

Posted Date: 13 Nov 2025
Salary: $185000 - 200000 per year

Financial Services Technology Consulting - Wealth and Asset Management - Senior - Private Markets

operations, automate reporting, and expand access to private markets. You'll collaborate across EY teams and client stakeholders.... Your key responsibilities Partner with client leadership and engineering teams to design and implement scalable technology...

Company: EY
Location: New York City, NY
Posted Date: 15 Oct 2025

International Tax M&A - Manager

targets and their tax advisors - Assist on post-deal structuring and exit scenarios - Lead teams and manage client accounts... to advise multinational corporations, private equity firms, and private companies on the tax aspects of diligence...

Company: PwC
Location: New York City, NY
Posted Date: 24 Dec 2025

Principal, M&A Tax

to our ability to obtain and serve Private Equity clients Address complex M&A tax related client matters through both innovative..., and is intolerant of disrespectful or unethical behavior What You Will Do: Advise and influence substantial Private Equity client...

Company: Baker Tilly
Location: New York City, NY
Posted Date: 11 Dec 2025

PE Client Relationship Sr Associate

Client Relationship Senior Associate to join the team in New York, NY. The Private Equity Client Relationship Senior... private equity executives to drive new account acquisition, strengthen existing relationships, and expand the firm's tax...

Company: Grant Thornton
Location: New York City, NY
Posted Date: 19 Dec 2025
Salary: $95040 - 142560 per year

Institutional Client Solutions - Onboarding Coordinator, Associate

, and Institutional Client Solutions (ICS), and externally with counsel and advisors to resolve questions and keep timelines on track... vehicles focused on private equity, real estate, public debt and equity, infrastructure, life sciences, growth equity...

Company: Blackstone
Location: New York City, NY
Posted Date: 11 Dec 2025
Salary: $145000 - 160000 per year

Institutional Client Solutions - Onboarding Coordinator, Principal

, and work directly with investors and their advisors to completion. Route, coordinate, and track AML/KYC and tax reviews... with Finance/Operations across groups, Legal & Compliance, Tax, and Institutional Client Solutions, and externally with counsel...

Company: Blackstone
Location: New York City, NY
Posted Date: 16 Nov 2025

Advisor Education Consultant

and educational content on practice management, wealth planning, tax strategies, and investment consulting. Partner with subject...PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest...

Company: PIMCO
Location: New York City, NY
Posted Date: 21 Dec 2025

EY-Parthenon - Deals - EY Capital Advisors - Investment Banking - Consumer - Associate - New York

mindset, we partner with CEOs, Boards, Private Equity and Governments every step of the way - enabling you to shape... your future with confidence. Ernst & Young Capital Advisors, LLC (EYCA) offers investment banking services with access...

Company: EY
Location: New York City, NY
Posted Date: 04 Dec 2025

Direct Markets Coverage Brokerage Services Financial Advisor

, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates... clients who have specific transactional needs. Client engagement and coverage by the desk is initiated by the Merrill Advisor...

Company: Bank of America
Location: New York City, NY
Posted Date: 13 Nov 2025
Salary: $70000 - 150000 per year

Wealth Management, Institutional Investment Solutions, Portfolio Manager

Institutional Investment Solutions (IIS) team, the new hire will partner closely with International Private Bank Advisors to deliver... investment insights with clients and advisors. This includes organizing and participating in roundtables, speaking at client...

Company: JPMorgan Chase
Location: New York City, NY
Posted Date: 08 Jan 2026

Donor Advised Fund Product Manager, Vice President

and sales strategy (e.g. with portfolio managers, private markets partners, OCIO, tax/trust/estate planning specialists... Funding Trust (“DAF” or “MS GIFT”). MS GIFT is a charitable investment fund which provides a flexible and tax-aware vehicle...

Company: Morgan Stanley
Location: New York City, NY
Posted Date: 25 Dec 2025

Assistant Fund Controller - REIT

calculations. Collaborate with external auditors and tax advisors during audits and filings. Support fund performance analysis...: $110,000 - $135,000/annually + bonus Location: New York City – (Hybrid – 3 days a week on-site) About the Company: Our client is a leading REIT...

Company: Vaco
Location: New York City, NY
Posted Date: 20 Dec 2025
Salary: $110000 - 135000 per year

Wealth Management, Head of US Wealth Management Portfolio Advisory Group

) you will serve as the lead for investment solutions within U.S. Wealth Management, our mass affluent client channel. Partnering... partners with Solutions, Due Diligence, Product, and Field Advisors to ensure alignment with firm-wide investment priorities...

Company: JPMorgan Chase
Location: New York City, NY
Posted Date: 19 Dec 2025