- Tompkins Community Bank (Ithaca, NY)
- …this role will prepare detailed fiduciary accounting and draft estate and fiduciary tax returns, ensuring accuracy and compliance with relevant laws. This ... + Tax Reporting Accuracy - Draft estate and fiduciary tax returns in collaboration with internal departments, maintaining compliance with federal… more
- Neuberger Berman (New York, NY)
- …administration. The individual should have strong technical knowledge of gift, estate, and fiduciary income tax , ability to prioritize and complete tasks without ... fiduciary administration and good working knowledge of estate, gift, and GST tax and fiduciary income tax . + Investment oversight experience a plus. +… more
- 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
- Comerica (New York, NY)
- …training, completing all other organization required compliance training. Stays current on fiduciary / tax /legal changes that effect a client's wealth plan or ... the proper characterization of cash as income or principal, ensures all tax codes and account administration codes are accurate. Administratively monitors and tracks… more
- JPMorgan Chase (New York, NY)
- …+ Work with JPMC's tax department and trust counsel to resolve tax issues, including fiduciary income taxation, estate taxation, and Generation Skipping ... required and JD preferred + Technical Knowledge - strong understanding of fiduciary , legal, accounting, tax and investments concepts + Problem Solving/Risk… more
- Wells Fargo (Purchase, NY)
- …BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, ... tax , specialty assets, regulatory, privacy, ecommerce, deposit relationship and...control development + Serve as a subject-matter expert on fiduciary administration for moderately complex accounts, and Provide guidance… more
- Robert Half Finance & Accounting (Syracuse, NY)
- …documents + Assist clients with retitling assets and organizing financial records + Prepare estate tax and fiduciary income tax returns + Assemble and review ... estate and trust accountings + Support attorneys in estate settlements and audits + Communicate with clients via phone, email, video, and in-person meetings For immediate consideration, please apply to this job posting and contact Nick Corieri from the… 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
- Comerica (New York, NY)
- …basis, and the proper characterization of cash as income or principal, ensures all tax codes and account administration codes are accurate and oversees tax ... reporting activities, coordinating with outside CPAs and advisors. Provides comprehensive wealth planning advice to clients. May participate in projects which affect the broader business and improves efficiency of delivery of services to clients. Works with… more
- Deloitte (New York, 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
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