- Tompkins Community Bank (Ithaca, NY)
- …role will prepare detailed fiduciary accounting and draft estate and fiduciary tax returns, ensuring accuracy and compliance with relevant laws. This role gathers ... and asset reporting, and serves as a point of contact for tax -related matters. Additionally, this individual will manage multiple projects, prioritize tasks to… more
- Association of National Advertisers (New York, NY)
- …monthly budget reports to department heads. + Assist in compiling data for internal planning and forecasting. Audit & Tax Support + Provide documentation and ... support for internal and external audits. + Assist in the preparation of tax filings including Form 990 and 990-T schedules. Financial Reporting + Prepare the… more
- City National Bank (New York, NY)
- …Protection, and Investments, with an emphasis on business owner wealth and succession planning . *WHAT WILL YOU DO?* * Work with Sr. Wealth Strategist and Wealth ... COIs. Assist in setting the agenda for the wealth planning process and the process of implementing the solutions....events, understand client's family dynamics, and educate clients on tax risks. May work with clients to understand their… more
- Deloitte (New York, NY)
- If you are a technology visionary with a passion for transforming global tax business with digital technology, consider working with the US Tax Transformation ... team. This is an exciting opportunity to support global execution of Deloitte's tax strategy as we shift from "doing digital" to "being digital" by reimagining… more
- Deloitte (New York, NY)
- If you are a technology visionary with a passion for transforming global tax business with digital technology, consider working with the US Tax Transformation ... team. This is an exciting opportunity to support global execution of Deloitte's tax strategy as we shift from "doing digital" to "being digital" by reimagining… more
- City National Bank (New York, NY)
- …up-to-date knowledge of account activity by reviewing various reports. Seek guidance on tax and administration issues. WHAT WILL YOU DO? * For Trusts where CNB ... schedules, transfer proxies, receipt of assets, ensure accurate cost basis and tax acquisition dates, obtain any missing information and signatures, etc.). Make… more
- MTA (New York, NY)
- …and PAYGO cash funding of the capital programs to ensure compliance with US Tax Code. + Involves coordinating with external bond counsel firms including tax ... to time. + Responsible for on-going management of the MTA's tax -advantaged leasing portfolio including timely compliance with certification and document… more
- Cherry Bekaert (Albany, NY)
- …Writer and Community Engagement Specialist with a background in the New Markets Tax Credit (NMTC) or similar program area. We offer an opportunity to work ... with a deep track record in NMTC allocation applications, tax credit placement and deployment, and tax ...Word and Excel + BA in English, Journalism, Finance, Planning or related field preferred **What you can expect… more
- Robert Half Finance & Accounting (Rochester, NY)
- …involve overseeing the financial operations of the organization, including budgeting, tax strategy, and cash flow management. For confidential consideration, please ... monthly financial reports to guide strategic decision-making. * Manage and review tax compliance, optimizing tax strategies in accordance with local, state,… more
- JPMorgan Chase (New York, NY)
- …that knowledge to post-mortem planning exercises and account administration. * Work with Tax Officers and trust counsel to resolve tax issues. * Knowledge of ... in the gross estate of the decedent for estate tax purposes. JP Morgan Chase & Co. is a...and we have been specifically recognized for our succession planning , advice and trust services. **Job Responsibilities:** * Analyze… more