- KeyBank (Syracuse, NY)
- …+ Knowledge of and demonstrates capability to meet with clients of high net worth + Administers complex trust (ex: Special/Supplemental Needs Trust, Private ... investment decisions made by portfolio manager + Displays above-average understanding of income taxation of grantor, simple, and complex trusts, who is taxed on… more
- AON (New York, NY)
- …M&A and Transaction Solutions (AMATS) Is Looking for a Vice President - Tax Insurance Broking This is a hybrid role with flexibility to work both virtually and ... day will look like + Structuring and placing tax insurance programs on behalf of Aon's clients + Supporting...position will eventually involve travel to support producers and sales efforts, and visit clients. How this opportunity is… more
- Neuberger Berman (New York, NY)
- …tax payments, and communication with NBSH unit holders. + Oversee all local non- income tax filings and payments + Manage requests from internal and external ... of the non-GAAP and US GAAP quarterly and annual income tax provisions and disclosures under ASC 740 +...work independently + An energetic, forward-thinking, creative individual with high ethical standards and a high level… more
- Neuberger Berman (New York, NY)
- …Operations team is a newly created organization responsible for building high -quality and scalable processes that deliver exceptional client experiences while ... position Neuberger as an easy-to-work with investment partner ultimately resulting in sales deepening and revenue growth. + Demonstrated ability to achieve outcomes… more
- Wellington (New York, NY)
- …The role of the Global Distribution Enablement Lead is to work with Sales Leaders, Wholesalers, Relationship Managers, and Business Partners to define, design, and ... drive adoption of a technology-led sales organization. This role will also be responsible for...if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs… more
- City of New York (New York, NY)
- …inquiries related to Medicaid coverage including possible questions related to the Excess Income Program or the A/Rs responsibility towards the cost of their care ... (NAMI-Net Available Monthly Income ) if institutionalized. - Interview and/or review documentation submitted...an accredited college or university; or 2. A four high school diploma or its educational equivalent and one… more
- Acxiom (Albany, NY)
- …knowledge needed to identify, create, and seize opportunities that lead to increased sales , income , and profitability. + **Consultative:** Ability to engage with ... and coordinate across functional areas of the company, including Sales , Professional Services, Engineering, Finance, Delivery, Marketing, Training, and/or Support.… more
- Equitable (New York, NY)
- …York, NY or Charlotte, NC office. Equitable is currently looking to hire an insurance product tax attorney within the Insurance Products Practice Group, which is ... product business areas related to its annuity and life insurance product offerings. Additionally, this role will provide advice...limited to: + Counsel in connection with various federal income and estate tax law and compliance matters that… more
- City National Bank (New York, NY)
- …expertise in multiple areas such as: Portfolio design; transfer tax; life insurance ; income tax; retirement funding (qualified and non-qualified); captive ... is responsible for expanding City National Rochdale's (CNR) relationships with its high ultra- high net-worth (UHNW**) clients. Helps to attract new prospective… more
- PathStone Corporation (Albion, NY)
- …physical inspections. Ensures compliance with annual requirements for documentation of income and asset certification. Assists residents with move in procedures ... and submitting for approval. Prepares and submits annual budget to Finance. Maximizes income and controls costs for each property. Responsible for monthly review of… more