- 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 ... and good working knowledge of estate, gift, and GST tax and fiduciary income tax ....1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm… more
- Comerica (New York, NY)
- …service-driven model. The Trust Advisor I is responsible for serving as a relationship manager for a book of business by providing by insight as to specific trust ... the governing document, applicable law and policies and procedures. Works with manager in developing solutions to most issues brought forth by principals, income… 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 ... time. + Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions...+ Understand and provide interpretation as related to complex fiduciary documents and strategies + Conduct client and prospect… more
- JPMorgan Chase (New York, NY)
- **Job Posting: Grants Manager - Private Foundations Services Team** **About Us:** The Private Foundations Services Team (PFS) at JP Morgan Private Bank partners with ... foundation principals and decision-makers to preserve favorable tax status and manage administrative responsibilities. Our team, with decades of experience in… more
- General Motors (Albany, NY)
- …report to that location three times a week, at minimum. **The Role:** The Manager , US Retirement will report to the Director, Global Benefits, Labor Relations and ... and collaborate with GM Labor Relations, Human Resources, Policy, Legal, Tax , Finance, Treasury Operations and third-party administrators + Oversee daily operations… more
- NBT Bank (Syracuse, NY)
- …desired but not required + Graduate of Accredited Trust School, with Accredited Fiduciary Investment Manager (AFIM) or similar designation + 5 Years experience ... of trust policies and procedures + Knowledge of estate inheritance and income tax laws, court rules and regulations. + Ability to deliver new business development… 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 ... Special Needs SolutionsThe Trust Advisor I role serves as a relationship manager to more routine and standard relationships for special needs trusts,… more
- Whitney Young Health Center (Albany, NY)
- …plan, union and other employee funds as required. Oversees filing of payroll tax reports and payment of employee benefits. + Directs preparation and reviews monthly ... submit all federal, state and local corporate, and other tax returns and related reports, and ensure ongoing compliance...potential solutions to the attention of CFO and responsible manager . Updates policies and procedures as necessary. + Oversees… more