- Gelfand Rennert & Feldman (White Plains, NY)
- …+ Prepare individual, corporate (S corp and C corp), partnership, estate, trust, fiduciary , and exempt organization tax returns + Review General Ledger and ... Position Summary We are seeking a Staff Tax Accountant with ideally entertainment business management experience...of servicing clients, preparation of simple to moderately complex tax returns, as well as tax projections… more
- City of New York (New York, NY)
- …Benefit Fund, etc. tax payments on an annual basis - Document Fiduciary processes and write/update procedures for the unit - Perform miscellaneous tasks of ... seeks to hire an Accountant Level 1 for the Fiduciary Accounting Unit that is responsible for remitting Federal,...the taxing authorities. The selected candidate will: - Prepare tax payments by acquiring information from the Report Management… more
- Tiffany & Co. (New York, NY)
- …collaboration, and continuous improvement. + Comprehensive knowledge of 401(k) fiduciary responsibilities, payroll/ tax principles, and federal/state HR ... on internal pay equity. + Lead Tiffany Retirement Committees both formal with fiduciary responsibilities in the US and ad-hoc, Committees in non-U.S. markets to… more
- KeyBank (New York, NY)
- …facilitating and delivering on a family office client experience + Deep tax , investment, or fiduciary experience + Excellent interpersonal and communications ... the service team including the Investment Consultant, Portfolio Manager, Fiduciary Director, Wealth Consultant, Regional Planning Strategist, and Relationship… more
- Deloitte (Jericho, NY)
- …Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary , partnership, closely-held corporations, estate, and ... and closely-held business concerns, while providing solutions to complex tax issues? Do you not only know what AGI...gift work papers and tax returns, as well prepare and lead client meetings… more
- Deloitte (Rochester, NY)
- …Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary , partnership, closely-held corporations, estate, and ... and closely-held business concerns, while providing solutions to complex tax issues? Do you not only know what AGI...gift work papers and tax returns, as well prepare for and assist in… more
- JPMorgan Chase (New York, NY)
- …Capabilities & Skills:** + Bachelors Degree required + In-depth knowledge of all fiduciary products and services, including all legal, tax and regulatory ... 160 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts...and Risk Management + Analyze trust documents for legal, tax , administrative and investment issues and coordinate delivery of… more
- City National Bank (New York, NY)
- …and settle administrative trusts, which are includible in a decedent's estate for estate tax purposes. Operate as main point of contact for all aspects of probate ... claims and expenses timely. Coordinates the preparation of estate, gift and income tax required returns. Strong working knowledge of federal and state estate tax… more
- Truist (New York, NY)
- …review the following job description:** Provide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. Participates as ... their goals. + Understand and provide interpretation as related to complex fiduciary documents and strategies + Conduct client and prospect meetings, individually… more
- Bank of America (Melville, NY)
- …planning topics such as trust and estate planning, income and wealth transfer tax planning, investments, retirement planning and cash flow modeling, sale of business ... trust, estate/wealth transfer and financial planning, while following current and proposed tax legislation and understanding the impact on clients. + Engages Merrill… more