- Deloitte (Jericho, NY)
- …who likes solving complex federal tax issues? Do you have experience serving real estate owners and operators? Are you a leader who has a solid understanding of ... Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking for...+ Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of… more
- JPMorgan Chase (New York, NY)
- …Preference for JD, CFP , or CPA with a strong background in estate planning and tax matters. JPMorganChase, one of the oldest financial institutions, offers ... both depth and breadth. **Job Description:** The Private Bank Digital Wealth and Estate Planning Product Lead will spearhead the development and execution of our… more
- Deloitte (New York, NY)
- …opportunity to help develop and use the latest tax technologies in the real estate industry to serve clients? Does this describe your ideal tax position? If you've ... Subchapter K, and the tax compliance process for real estate funds, then we have an exciting opportunity for...+ Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of… more
- KeyBank (New York, NY)
- …clients as well as beneficiaries. + Obtain and reviews and monitors all estate planning documents periodically to ensure that they fit individual client's current ... and responsibilities of the bank and to provide well-coordinated estate , tax, and financial planning alternatives to meet client's...Designation preferred - JD, CPA, LLM , CTFA , CFP or advanced degree as appropriate. + Self-motivated, goal… more
- Guardian Life (Albany, NY)
- …funds and annuities, by: + Preparing business valuations and model income and estate tax reductions strategies + Reviewing 1040 returns as well as 1120/1120S/1065 ... sales opportunities and financial products in the business, personal, estate , executive benefits, asset protection, retirement planning and charitable planning… more
- Deloitte (New York, NY)
- …equity, healthcare, tech, financial products, oil & gas, green energy, real estate , consumer products, and other various industries. + Deliver value to client ... by the Strategic Partnership Solutions practice include private equity, real estate , telecom, technology, healthcare, media & entertainment, energy, retail, and… more
- Deloitte (Jericho, NY)
- …equity, healthcare, tech, financial products, oil & gas, green energy, real estate , consumer products, and other various industries. + Deliver value to client ... by the Strategic Partnership Solutions practice include private equity, real estate , telecom, technology, healthcare, media & entertainment, energy, retail, and… more
- BlackRock (New York, NY)
- …expertise, both internally and externally, around the intersection of investing, taxes and estate planning + Framing of choices and solution set + Provide internal ... and prospects . Create client-friendly versions of research materials **Requirements:** + CFA, CFP , JD, CPA or experience as a wealth advisor a plus + Minimum… more
- Charles Schwab (Brooklyn, NY)
- …financial needs, including retirement planning, educational planning, investment management, estate planning, active investing, managed banking, and lending needs. ... be obtained within a 120 day condition of employment) + Certified Financial Planner ( CFP ) certification is preferred + Minimum of two years of experience in the… more
- JPMorgan Chase (Rochester, NY)
- …behalf **Preferred Qualifications, Capabilities, and Skills** + MBA, JD, CFA, or CFP preferred + Proactive, takes initiative, and uses critical thinking to solve ... and alternative investments, including Hedge Funds, Private Equity and Real Estate JPMorganChase, one of the oldest financial institutions, offers innovative… more