- Wells Fargo (New York, NY)
- …Individual Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking a Fiduciary Senior Manager to oversee the delivery of its Trust Services ... offering in the Northeast region. The Fiduciary Senior Manager will be responsible for the management of multiple teams of trust officers and associates located… more
- Deloitte (Jericho, NY)
- …practice! Recruiting for this role ends on June 1, 2026 What You'll Do As a Tax Manager in our Private Wealth Tax practice, you will perform high-level ... and closely-held business concerns, while providing solutions to complex tax issues? Do you not only know what AGI...reviews of tax research of individual, fiduciary , partnership, closely-held corporations, estate, and gift work papers… more
- KeyBank (Syracuse, NY)
- …proactive, disciplined, consistent and comprehensive approach + Maintains deep expertise in fiduciary , investment, tax , and other related wealth issues and ... **Location:** 66 South Pearl Street - Albany, New York 12207-1501 Fiduciary Expertise and Trust Administration + Knowledge of and demonstrates capability to meet… 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 ... and non-probate estate and trust matters assigned by National Manager . Driver of settlement process, aligning financial advisors, attorneys, accountants, real estate… more
- Bank of America (Buffalo, NY)
- Portfolio Manager III Buffalo, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the ... of discretionary portfolio management including asset allocation, portfolio construction, security/ manager selection, trade execution, risk management and compliance, investment… more
- Tompkins Community Bank (Mount Kisco, NY)
- …company's 10-K, conference call transcripts, and research reports. + Perform 3rd party manager oversight in mutual funds and ETFs, manager selection and sourcing ... in-depth knowledge of portfolio construction, asset allocation, liquidity preferences and tax issues. + Encourage spirited, diverse and independent thinking among… 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
- 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
- KeyBank (Tarrytown, NY)
- …activities of the service team including the Investment Consultant, Portfolio Manager , Fiduciary Director, Wealth Consultant, Regional Planning Strategist, and ... Relationship Manager + Engages the family's outside advisors + Coordinates...delivering on a family office client experience + Deep tax , investment, or fiduciary experience + Excellent… 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