- Deloitte (Rochester, NY)
- …impact and efficiency within our client 's organization. Our spectrum of business tax services is relevant for public and private companies and range from ... tax consulting and compliance services to a diverse client base in various industry sectors. You will work...disclosures and reporting for SEC filings (if applicable). + Partner with cross-functional teams, including firm and external auditors,… more
- Dorsey & Whitney LLP (New York, NY)
- M&A ( Private Equity) Associate or Of Counsel (#927) - New York Dorsey & Whitney LLP is seeking an Associate or Of Counsel with private equity and M&A experience ... for this position will have at least three years of experience advising private equity firms and their portfolio companies in a variety of complex transactions,… more
- Mizuho Corporate Bank (New York, NY)
- …and accurate manner Major Responsibilities: + Assist with implementation of a client centric approach that focuses on delivering optimal onboarding experience for ... The Client by ensuring all onboarding requirements are met in...to fulfill onboarding requests with all pertinent, available KYC, Tax , Regulatory, Legal, and Credit information + Evaluate onboarding… more
- City National Bank (New York, NY)
- …the termination department and engage in all aspects of the account close process. Partner with all internal department colleagues in Tax , Fees, Operations, and ... which are includible in a decedent's estate for estate tax purposes. Operate as main point of contact for...needs in high volume environment. Regularly convenes and facilitates client , advisor and family meetings apprising of status. Identifies,… more
- JPMorgan Chase (New York, NY)
- …in order to prudently carry out the firm's fiduciary duties and to provide superior client service. + Ability to partner with client 's other advisors ... The JP Morgan Private Bank offers high net worth individuals and...corporate trustee of a trust, whether created by a client during his lifetime or upon his death through… more
- TD Bank (New York, NY)
- …platform + Responsible for Recommendations of margin vs. SBL + Assists with complex Private Client Wealth deal structuring + Trains and on-boards new WLAs + ... Senior Wealth Lending Advisor is a high-touch point of RIA, advisor and client contact, wholesales and distributes complex custom Private Banking solutions… more
- Bank of America (Melville, NY)
- …along with the power to make a difference. Join us! **Job Description:** Partner with Advisors or Relationship Managers in client solicitation efforts and ... wealth, estate planning, diversification of a concentrated position, philanthropy, private planning business succession, global asset allocation, risk management and… more
- Renaissance (Buffalo, NY)
- …is a senior-level professional who is responsible for day-to-day management and client facing support of the company's global compensation programs. Renaissance is ... is a great opportunity to be part of a private equity owned company that has grown rapidly through...related to compensation, and using that knowledge to advise client group to optimize their compensation programs. + Lead… more
- Neuberger Berman (New York, NY)
- …and external vendors to administer certain aspects of the carried-interest program. + Partner with internal and external tax partners to ensure accurate and ... implementation, and administration of the firm's rewards strategy. We partner with our internal clients across products, businesses, and...timely delivery of quarterly tax distributions, TRA payments, liquidity calculations, and reporting related… more
- Fedcap (New York, NY)
- …system through the Facilitated Enrollment for the Aged, Blind, and Disabled Program. The Tax Program supports and manages a network of virtual and on-site, back-end ... tax sites nationwide. These grant and contract-funded programs include...delivery of training/webinars and toolkits for the New York partner network + Lead in-person training for Single Stop… more