- 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
- University of Rochester (Rochester, NY)
- …considerations._ **Responsibilities:** GENERAL PURPOSE The Office of Trusts, Estates & Gift Planning serves as a central resource for the solicitation, closing and ... Office Of Advancement offers a full complement of gift planning options with a strong internal infrastructure including Institutional...bequests, real estate, and tangible property along with the tax law implications for the donor of making such… more
- City of New York (New York, NY)
- …Financing Programs which include a range of financing solutions and programs that pair tax exemptions or tax exemptions and public subsidy with private funding ... form of City capital to leverage other financing sources, including Low Income Housing Tax Credits, tax -exempt bonds, and private debt and equity. This position… more
- State of New York Mortgage Agency (New York, NY)
- …for profit borrowers, municipalities, lenders, investors, and other funding entities to leverage tax credits, tax exempt bonds, and a multitude of State funded ... projects, including financial underwriting of construction and permanent financing utilizing bonds, tax credits, and HCR subsidy and all duties required to move a… more
- Hidden Level (Syracuse, NY)
- …government contract compliance, cost accounting, budgeting, and strategic financial planning . **Location:** This position is hybrid in our Syracuse office. ... for financial reporting, project accounting, and compliance. + Manage tax filings, including sales/use tax , property tax , and corporate income tax… more
- Fedcap (New York, NY)
- …take ownership of Internal and External Audits; Create and manage the Agency's Tax compliance and be the primary contact and coordinator for Government and other ... and divisional management team(s), coordinate various program/funder audits, ensure tax compliance. Perform financial audits of business functions and processes… more
- JPMorgan Chase (New York, NY)
- …Oversee the settlement of the trust, including distributions and coordination with investments, tax and operations. + Interpret and apply the terms of the governing ... advisors for remaindermen. + Work with remaindermen on any planning issues that may arise. + Identify and avoid...decisions, including working with Investors. + Work with JPMC's tax department and trust counsel to resolve tax… 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...Manage time and resources to accomplish sales goals by planning for and scheduling all required sales activity and… more
- City of New York (New York, NY)
- …(Mix-and-Match) Programs. The Project Managers will manage complicated projects financed with tax exempt bonds, Low Income Housing Tax Credits, City subsidized ... tools such as the disposition of City owned land and New Markets Tax Credits. Projects are often mixed-use with commercial and community facility components. Your… more
- JPMorgan Chase (Rochester, NY)
- …knowledge to client specific planning exercises and account administration + Work with Tax Officers and trust counsel to resolve tax issues + Knowledge of ... by Euromoney , and we have been specifically recognized for our succession planning , advice and trust services. Job Responsibilities + Analyze trust documents for… more