- KeyBank (Albany, NY)
- …consistent and comprehensive approach + Maintains deep expertise in fiduciary, investment, tax , and other related wealth issues and employs sound fiduciary judgement ... trusts, who is taxed on income and/or principal transactions, final year tax distributive items; Annual gift planning for non-charitable gifts + Provides estate… more
- City of New York (New York, NY)
- …is to enhance the quality of life in New York City by working in partnership with the community to enforce the law, preserve peace, protect the people, reduce fear, ... involving issues of fact and questions of law, including tax law. -Appears in court and at administrative hearings...leave, paid holidays, a pension, and optional savings and pre- tax programs such as Deferred Compensation, IRA, and a… more
- JPMorgan Chase (New York, NY)
- …lifecycle from ideation to launch, ensuring alignment with business objectives in partnership with JP Morgan Private Advisory leadership - a cross-disciplinary group ... quickly become familiar with financial planning, retirement planning, charitable planning, tax planning, and estate planning strategies and solutions. + Experience… more
- Robert Half Finance & Accounting (New York, NY)
- …from senior management and work on strategic projects * Support audit and tax processes, including reviewing financial statement and coordination with auditors and ... tax advisors. Management Company Accounting * Record and reconcile...fund. * Strong understanding of US GAAP and investment partnership accounting. * Experience with credit products such as… more
- SUNY Erie Community College (Buffalo, NY)
- …PLANS** - New York State retirement, option to participate in tax shelter annuities, deferred compensation, voluntary retirement savings **OPPORTUNITIES FOR PRE- ... TAX ACCOUNTS** Flexible Spending Account, adoption services, dependent care,...to enrich its host communities through skill, service and partnership . Excellent health and benefits packages are comparable to… more
- Neuberger Berman (New York, NY)
- …+ Review and analyze distribution waterfalls based on fund legal documents + Review partnership and fund IRRs on a quarterly basis and prepare ad hoc calculations + ... Review management fee calculations + Assist audit and tax professionals in year-end audit and tax ...and tax professionals in year-end audit and tax reporting + Prepare detailed cash projections for fund… more
- Citigroup (New York, NY)
- …strategy to leverage supplier resources (eg, in-source vs. out-source) in partnership with procurement. + Establishes supplier relationships to define performance ... and deliverables; leads conversations with suppliers related to immigration, relocation or tax matters. + Designs and coordinates supplier metrics and other analytic… more
- New Era LLC (Buffalo, NY)
- …Staff Accountant will have relationship with cross-functional teams and particularly a strong partnership with the HR & Payroll team. This role plays a critical part ... accuracy risks + Data Analysis: Analyze wage, benefit and tax trends, to assist with planning and outside data...Data analysis experience; ability to analyze wage, benefit and tax trends, to assist with planning and outside data… more
- JPMorgan Chase (New York, NY)
- …for these projects. Additionally, you will formulate the DR Group's response to regulatory and tax changes both in the US and in our issuer home markets, in addition ... use cases for DRs * Drive investment initiatives in partnership with product development technology and operations teams (eg,...determine impact to DR business * Monitor regulatory and tax developments in the global equity capital markets and… more
- Lincoln Financial (Albany, NY)
- …enrollments, deferrals, distributions, taxation and participant communications - in partnership with external administration vendor. * Ensure compliance with ... applicable regulations such as IRC 409A and coordinate with legal, tax advisors and third-party administrator as needed. * Serve as a member of the fiduciary… more
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