- Robert Half Legal (Glens Falls, NY)
- …and departments within the firm on cross-disciplinary matters, such as tax or estate planning involving real estate assets. Requirements: Juris Doctor ... Springs, NY is seeking a skilled and experienced Real Estate Attorney to join our dynamic legal team. The...candidate will possess extensive knowledge of New York's real estate laws, demonstrate excellent negotiation skills, and have a… more
- Citigroup (New York, NY)
- …deliver and implement customized wealth structuring services, which include proactive estate planning solutions based upon each client/prospect's individual ... ability to provide guidance on wealth structuring matters, including: * Estate , gift and income tax planning *Transition...matters, including: * Estate , gift and income tax planning *Transition event planning *Business succession … more
- Robert Half Finance & Accounting (New York, NY)
- …foundation returns + Preparation of estate and gift tax calculations for estate planning matters + Perform tax research + Computation of trustee's and ... Forms 706, 709 and 990-PF + Fiduciary Accountings + Estate and Gift Planning + Private Foundations...+ Fiduciary Accountings + Estate and Gift Planning + Private Foundations Please send resumes directly to… more
- City of New York (New York, NY)
- …practices in urban planning , affordable housing, and/or community development - Urban planning ; real estate finance and development; urban planning ; land ... cross-divisional unit reporting to the Associate Commissioner: - The Division of Planning & Predevelopment (P&P) is central to developing and managing HPD's housing… more
- Citigroup (New York, NY)
- The Resource Location Planning team is part of the Real Estate Services organization. Resources Location Planning is the single point of contact for every ... for presentation materials supporting Senior level meetings + Real Estate Services Operating Committee + Site Planning ...Real Estate Services Operating Committee + Site Planning Management Council working group and Council meetings +… more
- Raymond James Financial, Inc. (New York, NY)
- …Financial Advisor and the client's professional legal and tax advisors. + Supplies technical estate tax and estate planning information in response to ... applications including computer based trust accounting systems and other common estate planning software programs. **Ability to** + Proven ability to sell trust… more
- Neuberger Berman (New York, NY)
- …+ Implement asset allocation decisions. + Work with our Investment Team, Financial Planning and Tax Specialists, Estate Planning , and Portfolio Management ... The individual should have strong technical knowledge of gift, estate , and fiduciary income tax, ability to prioritize and...required. + 5 plus years of hands-on trust and estate administration experience preferably at a bank or trust… more
- Trinity Health (Albany, NY)
- …emphasis on developing planned and outright major gifts that require financial and/or estate planning expertise. The position supports the work of each ... describe how these gifts are beneficial components to financial and estate planning . Coordinate the creation and distribution of planned giving publications.… more
- Meta (New York, NY)
- …I&T Director and is a strategic partner for Facilities Delivery, and Real Estate Planning and Projects Pillars, ensuring Pillar needs are championed, ... 16. 10+ years of experience working in a Corporate Real Estate role **Preferred Qualifications:** Preferred Qualifications: 17. Tertiary qualification in Business… more
- KeyBank (Albany, NY)
- …tax distributive items; Annual gift planning for non-charitable gifts + Provides estate planning ideas appropriate to situation + Understands estate ... held in trust, estate valuation rules, Generation skipping planning , including distinction between direct skip, taxable termination and taxable distribution… more