- KeyBank (Tarrytown, NY)
- …New York 10019 **JOB BRIEF (PURPOSE)** The Family Office Director is a senior advisor that exclusively works with Ultra High Net Worth (UHNW) families with a ... the Family Wealth Consultant and Regional Planning Strategist ensuring there are comprehensive tax , estate, and planning strategies for each member of the family. +… 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...months of employment * CEPA - Certified Exit Planning Advisor credential, or the ability to obtain within 18… more
- Bank of America (Melville, NY)
- …through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions ... and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions… more
- General Dynamics Information Technology (New York, NY)
- …Description:** Deliver simple solutions to complex problems as a Software Engineer Advisor - UI/UX Designer and Developer at GDIT. Here, you'll tailor cutting-edge ... GDIT, people are our differentiator. As a Software Engineer Advisor you will help ensure today is safe and...plan offering the ability to contribute both pre and post- tax dollars up to the IRS annual limits and… more
- Amazon (New York, NY)
- …cross-team decisions to help reduce costs, acting as the trusted finance advisor for the organization on complex, confidential projects, while maintaining a high ... in risk management, compliance, and acting as a financial advisor to a organization stopping crime, this is the...across cross-org mechanisms Basic Qualifications - 5+ years of tax , finance or a related analytical field experience -… more
- Anywhere Real Estate (Buffalo, NY)
- …and Responsibilities:** + Audit invoices to client policy, supplier contracts, tax authority requirements and supporting documents to ensure accurate client ... invoicing. + Assess Value Added Tax , Goods and Services tax...unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction.… more
- Grant Thornton (New York, NY)
- …efficiency, and supporting client growth ambitions. + Acting as a trusted advisor to CFOs, Controllers, and Fund Managers, providing insight on market trends, ... scale the practice sustainably. + Collaborating with cross-functional teams (eg, tax , audit, risk advisory) to deliver comprehensive client solutions. + Supporting… more
- ADP (Rochester, NY)
- …friendships here. + **Collaborate** **Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal partners, and overall ... as well as collaborate with other ADP Sales Associates. + **Trusted Advisor ** **.** You build relationships, live integrity, and deliver on promises every… more
- City of New York (New York, NY)
- …not develop TB disease. Position Summary: Reporting to the Supervising Public Health Advisor and or the Regional Manager, and working with an interdisciplinary team, ... as a Public Health Advisor (Case Manger) you will be assigned cases to...pension plan with steady monthly payments in retirement. oa tax -deferred savings program and oa robust Worksite Wellness Program… more
- Western Digital (Albany, NY)
- …to ensure risk-focused audit execution and reporting. + Serve as a strategic advisor on risk issues uncovered during audits and offer remediation strategies. + Risk ... Communicate risk insights to business units and serve as a trusted advisor for risk mitigation strategies. + Cross-Functional Collaboration: + Partner with… more
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