- HUB International (New York, NY)
- …- Maintain accurate CRM records and manage onboarding workflows. - Partner with tax , legal , and compliance teams to ensure regulatory adherence. - Proactively ... professionals. - Collaborate with industry experts in investment, insurance, and tax strategy. - Work in a flexible, mission-driven environment that values… more
- JPMorgan Chase (New York, NY)
- …and trust services. **Job Responsibilities:** * Analyze Wills and trust documents for legal , tax , administrative and investment issues and coordinate delivery of ... * In-depth knowledge of all fiduciary products and services, including all legal , tax and regulatory requirements applicable to fiduciary relationships *… more
- City of New York (New York, NY)
- …comprehensive legal advice and services supporting a full range of city tax and other revenue-related matters. Legal Affairs Division attorneys and staff ... Job Description NYC Department of Finance (DOF) is responsible for administering the tax revenue laws of the city fairly, efficiently, and transparently to instill… more
- Scotiabank (New York, NY)
- …skills in financial analysis and risk assessment. + Awareness of differences in the tax , legal and accounting rules of the various jurisdictions. + Strong ... day to day contact with customers. + Maintain relationships with financial and legal advisors, whose services may be engaged during the management of certain… more
- Lincoln Financial (Albany, NY)
- …and their respective employees, representatives and/or insurance agents do not provide tax , accounting or legal advice. Lincoln is committed to creating ... Account Invested Assets on a Statutory, GAAP, Management and Tax basis. They will be responsible to perform more...Account Invested Assets under applicable Statutory, GAAP, Management and Tax basis. + Provides technical research on new and… more
- Lincoln Financial (Albany, NY)
- …and their respective employees, representatives and/or insurance agents do not provide tax , accounting or legal advice. Lincoln is committed to creating ... filings, etc. * Interpreting retirement plan documents to ensure continual compliance with legal interpretation and potential impact of changes to Federal tax … more
- JPMorgan Chase (Rochester, NY)
- …advice and trust services. Job Responsibilities + Analyze trust documents for legal , tax , administrative and investment issues and coordinate delivery of ... + In-depth knowledge of all fiduciary products and services, including all legal , tax and regulatory requirements applicable to fiduciary relationships +… more
- Neuberger Berman (New York, NY)
- …interaction with clients (internal and external) on all account matters, including legal , tax , investment, and general administration of their accounts. + ... 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… more
- KeyBank (New York, NY)
- …, and other related wealth issues by keeping current as to estate and tax law changes through legal education opportunities. + Shares intellectual capital with ... that they fit individual client's current circumstances. + Analyzes and interprets legal instruments to determine duties and responsibilities of the bank and to… more
- GE Vernova (Saratoga Springs, NY)
- …and international travel, and be willing to comply with all relevant company travel and tax policies + Legal authorization to work in the US is required. We ... services. Retirement benefits include the GE Retirement Savings Plan, a tax -advantaged 401(k) savings opportunity with company matching contributions and company… more