- Neuberger Berman (New York, NY)
- … Planner will advise high-net-worth clients on all aspects of trust and estate planning, tax strategy, pre-liquidity events, and charitable giving. The role ... planning is required. **Primary Responsibilities:** + Advise clients on trust and estate planning, tax strategy, pre-liquidity planning, and philanthropy in… more
- JPMorgan Chase (New York, NY)
- …to advisors and clients. The ideal candidate will have a strong background in estate planning and tax , preferably with a legal or accounting background, and ... ensure the platform meets user needs. + Provide subject matter expertise in estate planning and tax matters to guide the development of the platform, with an eye… more
- Robert Half Legal (Garden City, NY)
- …+ *Bonuses: discretionary and merit based. Billables: 1800 Experience needed: has worked on " estate tax returns" Job Summary: * Draft estate plan documents ... preparing and filing probate and administration petitions, preparing and filing estate tax returns, managing estate accounts, estate distribution,… more
- KeyBank (Tarrytown, NY)
- …regardless of whether Key serves as trustee. + Identifies a potential trust and estate tax -related issues and works with the client and external advisors to ... duties and responsibilities of the bank and to provide well-coordinated estate , tax , and financial planning alternatives to meet client's needs. + Facilitate… more
- City of New York (New York, NY)
- …to private landlords pursuant to lease agreements containing operating cost and real estate tax escalation clauses. This position will also require conducting ... landlords pursuant to lease agreements containing operating cost and real estate tax escalation clauses. - Conduct audits of lease agreements with private… more
- ManpowerGroup (Garden City, NY)
- …including preparing and filing probate and administration petitions, preparing and filing estate tax returns, managing estate accounts, estate ... in connections with estate and trust administration. * Research complex estate and gift tax issues. Qualifications: * Admitted In New York * 3 to 5 years… more
- Publicis Groupe (New York, NY)
- …technology solutions and business services including finance, accounting, legal, benefits, procurement, tax , real estate , treasury and risk management to help ... seeks the opportunity to further their career with the tax team at ReSources. The newly created position of...team and will report to the Senior Manager, Indirect Tax . The ideal candidate is a self-starter with a… more
- Guardian Life (Albany, NY)
- …mutual funds and annuities, by: + Preparing business valuations and model income and estate tax reductions strategies + Reviewing 1040 returns as well as ... 1120/1120S/1065 business tax returns + Analyzing balance sheet and income statements...sales opportunities and financial products in the business, personal, estate , executive benefits, asset protection, retirement planning and charitable… more
- Westside Federation for Senior Supportive Housing (New York, NY)
- …expectations. + Monitor key portfolio dates including loan maturities, Y15, real estate tax abatement expirations and regulatory agreement expirations. + ... neighborhoods. JOB SUMMARY The Asset Manager will monitor WSFSSH's growing real estate portfolio, which currently consists of 31 buildings with over 2300 units… more
- KeyBank (Albany, NY)
- …partners on internal fiduciary issues + Identifies and resolves potential trust and estate tax -related issues + Demonstrates and applies sound fiduciary judgment ... ensuring retention of business and reputation + Demonstrates awareness of state specific estate and tax planning issues + Advises field teams and other… more