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estates, family offices, and investment vehicles - Must have... public accounting experience and a Bachelor's degree in accounting, finance, or a related field - Active accreditations such as CPA, attorney, or Enrolled Agent preferred - Experience in investment management a...
Manager - Private Wealth (Investment Management) - Central Region... Office Locations H1 Heading: Join Deloitte's Growing Private Wealth Practice as a Tax Manager H2 Headings: - Position Summary - What You'll Do - The Team - Qualifications -...
Tax Senior - Investment Management - Private Equity... and advisory services to investment management clients. Assisting clients... with effective analysis, solution development, and implementation of the clients' tax objectives. Managing the client relationship by delivering tax advisory services to the...
Tax Manager - Investment Management - Private Equity... and advisory services to investment management clients. Assisting clients... with effective analysis, solution development, and implementation of the clients' tax objectives. Managing the client relationship by delivering tax advisory services to the...
Tax Senior, Investment Management - Private Wealth... The candidate 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 for and assist in client meetings on...
Compliance Manager - Wealth Management H1: Compliance Manager... - Wealth Management at Courier Capital ... H2: Join Our Team as a Compliance Manager at a Registered Investment Advisor (RIA) Purpose:... - Seeking experienced Compliance Manager to join Co...
Associate for our Wealth Management Solutions division in Rochester,... a global leader in investment and wealth management. As... a Trust Administrator,... you will play a crucial role in delivering our Trusts and Estates services, working under the supervision of the...
Income Franchise - Asset Management - Company: **MEMBERS ONLY**SIGN UP NOW***.... - Location: Albany, NY; Hartford, CT; New York, NY; Rochester, NY - Experience: Minimum 5 years for Tax Manager, minimum 8 years for Senior Manager - Career Level: Experienced - Salary:...
years of experience in investment funds and management services.... The ideal candidate will have substantial experience representing private equity sponsors and/or agents across a wide range of transactions. Strong analytical and writing skills are essential, and the candidate must be...
Equity/Mergers & Acquisitions (M&A) Associate Attorney with 4-8 years of experience in corporate transactional law. The selected attorney will collaborate with an accomplished team working with private equity firms, independent sponsors, and other investment groups. The role emphasizes... delivering strategic,...