Private Banking Jobs in Milwaukee

Description As a company whose primary focus is on the well-being of its members, Humana is dedicated to shifting perceptions of the health insurance industry. We believe our role goes beyond ..

:,ActualValueFromSolar:null},{QuestionName:What Youu0027ll Do,AnswerValue:This role will be responsible for Distribution compliance for UMB Distribution Services. They will oversee a team of compliance analysts and work closely with Distribution Operations. This person will ..

Foley & Lardner is seeking an associate with 2-3 years of experience to join the Transactions Practice Group in our Milwaukee office, supporting the fund formation/ investment management practice. Foley’s Transactions ..

Contract Drafting Associate The candidate will be working with client’s counsel to draft and negotiate initial and amended fund administration, transfer agent, fund custody and registered office agreements. There will also ..

Business Tax Services - Senior Manager - Healthcare Tax Exempt Duties: The candidate will be serving non-profit clients including health care providers, higher education institutions, private foundations, health plans, and other ..

Tax Senior Manager - Business Tax Services - Investment Management - Private Wealth Duties: The candidate will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and ..

Tax Senior Manager - Nat'l Federal Tax Services - Partnership Compliance Group (PSG) Duties: Refine your skillset with the ability to work with large-scaled operating partnership tax clients on matters that ..

:,ActualValueFromSolar:null},{QuestionName:What Youu0027ll Do,AnswerValue:Perform transfer agent accounting functions and review completed work for private equity, alternative investment and dividend reinvestment clients.u003cbr/u003eVerify and reconcile all investor cash and share activityu003cbr/u003eVerify monthly valuationsu003cbr/u003eCreate share-sheets, ..

Foley & Lardner is seeking an associate with 2-3 years of experience to join the Transactions Practice Group in our Milwaukee office, supporting the fund formation/ investment management practice. Foley’s Transactions ..

Data Technologist Tax Senior - Multistate Duties: Identifying opportunities to improve operational efficiencies and streamline workflows through the application of emerging technologies and implementing those ideas. Contributing to innovation efforts within ..

Tax Consultant II - Business Tax Services - Investment Management - Private Equity Duties: The candidate will be working within an engagement team and draw experience in accounting and taxation to ..

Tax Consultant (winter 2023) Duties: The candidate will be working directly with clients, and building a relationship as a trusted tax adviser. Will be collaborating daily as part of high-performing teams, ..

Senior - Business Tax Services - Investment Management - Private Wealth Duties: The candidate will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work ..

Tax Consultant II - Investment Management - Private Wealth Tax Duties: The candidate will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers ..

Senior - Investment Management - Private Equity Tax Duties: The candidate will be performing detail-level reviews of tax research, partnership work papers, allocations, and tax filings. Coordinating and communicating with client ..

Tax Senior - Business Tax Services - Investment Management - Private Wealth Duties: The candidate will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift ..

The Costing Analytics Analyst is responsible for the identification and communication of analytics related to private brand cost of goods optimization ACCOUNTABILITIES PRESENTATION AND KNOWLEDGE SHARING Conduct analysis, determine insights and ..

Manager, Investment Management, Private Wealth Duties: 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 ..

AWM - Private Bank - Private Banker , Vice President Duties: Sell and implement investment, banking and trust/estate products to core clients. Leverage and coordinate specialists (Investor, Capital Advisor, Trust and ..

Tax Manager - Nat’l Federal Tax Services - Partnership Solutions Group (PSG) Duties: The candidate will refine skillset with the ability to work with large-scaled operating partnership tax clients on matters ..

Manager - Investment Management - Private Equity Tax The candidate will utilize prior experience to provide tax compliance and advisory services to investment management clients. Will assist clients with effective analysis, ..

Foley & Lardner is seeking an associate with 2-3 years of experience to join the Transactions Practice Group in our Milwaukee office, supporting the fund formation/ investment management practice. Foley’s Transactions ..

Senior Counsel, Fiduciary Administration The candidate provides and manages the delivery of legal and regulatory advice on products, initiatives, strategies, policies and developments for and on behalf of BMO's US Wealth ..