- Justworks (New York, NY)
- …to helping our customers run their business with confidence. We are the payments and tax experts our customers rely on, and we help our customers pay their people ... with ease. Our team takes ownership of our customer's payroll and tax concerns, and we actively drive issues to resolution. In this role you will support our small… more
- CIBC (New York, NY)
- …for the review of fund valuations, capital activity, pricing, audit support, and tax compliance for our sponsored funds. In addition, the role will be responsible ... with the all internal and external audits, and support the fund's annual tax responsibilities. The analyst will resolve any issues and identify and implement… more
- Guardian Life (Albany, NY)
- …and annuities, by: + Preparing business valuations and model income and estate tax reductions strategies + Reviewing 1040 returns as well as 1120/1120S/1065 business ... tax returns + Analyzing balance sheet and income statements...to prospects and clients and educate a client's professional tax and legal advisors on concepts and techniques unfamiliar… more
- M&T Bank (Rochester, NY)
- …customers and prospects with Equipment Financing solutions, through the utilization of tax , non- tax , and tax -exempt financing products. **Primary ... knowledge of the principles of equipment financing structure, credit analysis and tax law. Understand and adhere to the Company's risk and regulatory standards,… more
- CUNY (Brooklyn, NY)
- …Budget Specialist to assist in the financial reporting of the Non - Tax Levy entities (Association, Auxiliary Services, and Foundation). Reporting to the Related ... payable, general ledger and adjusting journal entries for the College's Non- Tax Levy entities. -Prepare, compile and maintain monthly reconciliations for the Non-… more
- City National Bank (New York, NY)
- …future life-changing events, understand client's family dynamics, and educate clients on tax risks. May work with clients to understand their specific goals and ... services to clients. * Keep abreast of legislative and tax changes. * Participate in the sales process to...* Advanced Degree (JD or CPA or Masters in Tax /Accounting/Business) helpful * Ability to travel up to 20%… more
- Neuberger Berman (New York, NY)
- …individual should have strong technical knowledge of gift, estate, and fiduciary income tax , ability to prioritize and complete tasks without error and the desire to ... with clients (internal and external) on all account matters, including legal, tax , investment, and general administration of their accounts. + Active participant in… more
- JPMorgan Chase (New York, NY)
- …or trustee of a trust includable in the gross estate of the decedent for estate tax purposes. JP Morgan Chase & Co. is a leading global financial services firm with ... services. **Job Responsibilities:** * Analyze Wills and trust documents for legal, tax , administrative and investment issues and coordinate delivery of services. *… more
- Raymond James Financial, Inc. (New York, NY)
- …+ Performs public speaking at seminars designed to train and educate professional tax and legal advisors, current and prospective clients, and Financial Advisors. + ... the Financial Advisor and the client's professional legal and tax advisors. + Supplies technical estate tax ...and tax advisors. + Supplies technical estate tax and estate planning information in response to Financial… more
- Fedcap (New York, NY)
- …take ownership of Internal and External Audits; Create and manage the Agency's Tax compliance and be the primary contact and coordinator for Government and other ... and divisional management team(s), coordinate various program/funder audits, ensure tax compliance. Perform financial audits of business functions and processes… more