- KeyBank (New York, NY)
- …of all Family Wealth services and ensures the client receives an industry leading family office experience. While serving UHNW clients, the Fiduciary Advisor ... duties and responsibilities of the bank and to provide well-coordinated estate, tax , and financial planning alternatives to meet client's needs. + Facilitate the… more
- Wolters Kluwer (Albany, NY)
- …or near Tampa, FL _** The digital future has arrived and the tax and accounting professions are changing rapidly. Professionals today have different needs, ... solutions. This is precisely the value that Wolters Kluwer, Tax & Accounting US delivers to professionals. As a...of CPA firms. You will report to the Divisional Manager , Field Sales. **Specific job responsibilities are outlined below:**… more
- Shinda Management Corporation (Queens Village, NY)
- …family and senior residents, developments funded by the low-income housing tax credit program, government assisted rental housing and rent stabilized properties.We ... ensuring that financial statements are in line with owner's requirements and industry standards. Working under the direction of the controller, the assistant… more
- Wolters Kluwer (Albany, NY)
- …understanding of CPA firms--specifically in the Audit space. You will report to the Manager , Field Sales Specialty - Tax & Accounting North America. **What ... with on-premise/cloud software or SaaS business applications + Prior Tax & Accounting/Audit industry sales or relevant work experience + Working knowledge and… more
- Banfield Pet Hospital (Pelham, NY)
- …efficient and equitable care.) The Area Chief of Staff partners with the Practice Manager (if applicable) to drive the culture and delivery of quality care by the ... with the DVQ. This role is 100% hospital based and considered a working manager role. + Oversee the coaching program for newly hired veterinarians to ensure an… more
- Lakeview Health Services (Geneva, NY)
- …of the Property Manager to maintain and assure compliance with all tax credit and housing fund regulations as well as Fair Housing Laws. Works collaboratively ... + Process security deposit return within policy guidelines + Tax credit specialist professional certification + Stay current will...Laws desired + Experience with Boston Post or other industry software applications desired. + Well versed in the… more
- Lincoln Financial (Albany, NY)
- …Invested Assets on a Statutory, GAAP (specifically SEC reporting), Management and Tax basis and assisting with performing and documenting SOX investment controls. ... of General Account Invested Assets under applicable Statutory, GAAP, Management and Tax basis. You will specifically be responsible for the investment disclosures… more
- Conifer Realty LLC (Rochester, NY)
- …with Conifer's Compliance team members, to ensure our properties are compliant with Tax Credit, (LIHTC), HUD housing program regulations. You will report directly to ... the Community Manager atKeeler Park ApartmentsinRochester, NY.You will work to minimize...Affordable Housing experience preferred. + Prior experience with Low-Income Tax Credit, HUD Section 8 & other HUD programs.… more
- TD Bank (New York, NY)
- …fixed income portfolios for sophisticated clients + Tailers investment vehicles to fit tax , yield, or risk needs + Works with advisors, investment strategists and ... to align execution with portfolio construction and planning + Collaborates with the tax and estate planning teams for transaction specific analysis (eg low basis… more
- Echelon Supply & Service (Liverpool, NY)
- …Prior Experience: | 5 - 10 years of combined Public Accounting and Private Industry accounting experience | Manager experience in public accounting will satisfy ... policies and directives. | Supervises the completion of Federal and State tax reporting requirements (including income, property, sales and use, payroll and other… more