• Wealth Management Solutions, Trust & Estates…

    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
    JPMorgan Chase (07/28/25)
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  • Wealth Management Solutions, Trust & Estates,…

    JPMorgan Chase (Rochester, NY)
    …and trust services. Job Responsibilities + Analyze trust documents for legal, tax , administrative and investment issues and coordinate delivery of services + Make ... that knowledge to client specific planning exercises and account administration + Work with Tax Officers and trust counsel to resolve tax issues + Knowledge of… more
    JPMorgan Chase (08/01/25)
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  • Senior Director - Debt Financing

    MTA (New York, NY)
    …Finance WORK LOCATION: 2 Broadway New York, NY 10004 FULL/PART-TIME FUL L SALARY RANGE: $176,000 - $196,000 DEADLINE: Until filled This position is eligible for ... and PAYGO cash funding of the capital programs to ensure compliance with US Tax Code. + Involves coordinating with external bond counsel firms including tax … more
    MTA (06/21/25)
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  • Branch Office Administrator

    Edward Jones (Malta, NY)
    …Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on the phone - ... them coming a mile away. You and your financial advisor are essential in working together to help your...associates. Edward Jones offers a 401k retirement plan, and tax -advantaged accounts: health savings account, and flexible spending account.… more
    Edward Jones (07/16/25)
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  • Executive Agency Counsel

    City of New York (New York, NY)
    …equitable growth. Your Team: Within HPD's Office of Legal Affairs is the Tax Incentives And Housing Supervision Division ("TIHSD") TIHSD handles most legal issues ... relating to property tax exemptions and abatements, Mitchell Lama developments, Redevelopment Companies,...Executive Agency Counsel you will be a senior legal advisor for the Agency in support of HPD's property… more
    City of New York (07/23/25)
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  • Lead Home Visitor

    City of New York (New York, NY)
    …inequities. As DOHMH scales NFHV to reach more families, the Public Health Advisor II role is essential to the successful delivery of services. Position Summary: ... Reporting to the Supervising Public Health Advisor , the Public Health Advisor II will...pension plan with steady monthly payments in retirement. oa tax -deferred savings program and oa robust Worksite Wellness Program… more
    City of New York (06/12/25)
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  • Wealth Strategist (Financial Planner)

    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
    City National Bank (06/06/25)
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  • Global Head of Payroll

    S&P Global (New York, NY)
    …framework and is a fundamental moment that matters. This role will serve as an advisor and subject matter expert for all areas related to global payroll. You will ... fiduciary oversight of approximately: 1M transactions, $1B USD in salary wages and $200M+ USD in bonus payments per...and regulatory procedures globally with respect to audit, privacy, tax reporting, and controls. + Leadership of an international… more
    S&P Global (07/27/25)
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  • PWM Wealth Strategist

    US Bank (New York, NY)
    …and Insurance Strategist (WPIS) is responsible for working with the Wealth Management Advisor to develop and bring new client relationships starting at $3MM+ net ... (working closely with our Financial Advisors), estate and income tax planning, multigenerational wealth planning, business succession planning, family...Paid vacation (from two to five weeks depending on salary grade and tenure) + Up to 11 paid… more
    US Bank (07/04/25)
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  • Senior Resource Coordinator

    Cherry Bekaert (Albany, NY)
    …, Cherry Bekaert delivers innovative advisory, assurance and tax services to our clients. We are proud to ... looking for a Senior Resource Coordinator to support our Tax group. The Senior Resource Coordinator will have the...staff experience is diverse. Serve as a trusted business advisor for service leads. + Generate scheduling, utilization and… more
    Cherry Bekaert (07/16/25)
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