U.S. Private Bank - J.P. Morgan Private Advisory - Senior Tax Strategist - Executive Director
: Job Details :

Engaging with clients: Engage directly with clients and prospects who have complex tax and wealth structuring situations, in conjunction with their primary private banking coverage team and external advisors, to find or develop bespoke solutions to address their needs Developing thought leadership: Author or contribute to timely thought leadership to be shared with clients and prospects Presenting to advisors and clients: Participate in and present at internal and external forums to share wealth planning advice that helps our clients better leverage the solutions available to them Collaborating with internal partners: Work with partners across both the Private Bank and the firm to develop solutions and strategies addressing our clients changing wealth structuring needs Acting as a subject matter expert: Supporting clients and internal partners with deep knowledge of legislative, legal, and regulatory issues and changes that affect the structures and strategies high net worth clients o...Private, Director, Advisor, Tax, Strategist, Executive, Technology, Banking