• Trust Consultant - External Sales

    Raymond James Financial, Inc. (NY)
    …Laws, rules and regulations. + Advanced concepts, practices and procedures of income tax planning and preparation process. + Advanced concepts, principles and ... professional legal and tax advisors. + Supplies technical estate tax and estate planning information in response to Financial Advisor and client inquiries. +… more
    Raymond James Financial, Inc. (04/02/25)
    - Related Jobs
  • Assistant Controller

    Shinda Management Corporation (Queens Village, NY)
    tax agencies on behalf of clients + Consulting with clients regarding tax planning + Establishing and maintaining a positive working relationship with ... family and senior residents, developments funded by the low-income housing tax credit program, government assisted rental housing and rent stabilized properties.We… more
    Shinda Management Corporation (03/27/25)
    - Related Jobs
  • Wealth Strategist City National Rochdale

    City National Bank (New York, NY)
    …or Masters in Tax /Accounting/Business ) * Minimum 8 years of financial planning or related experience * Minimum 8 years of experience within Banking, Brokerage, ... up to 20% * Demonstrate expertise in multiple areas such as: estate planning and transfer tax ; income tax ; philanthropic planning ; life insurance; asset… more
    City National Bank (05/17/25)
    - Related Jobs
  • Citi Wealth Planner - C15

    Citigroup (New York, NY)
    …to provide guidance on wealth structuring matters, including: *Estate, gift and income tax planning *Transition event planning *Business succession ... implement customized wealth structuring services, which include proactive estate planning solutions based upon each client/prospect's individual circumstances. **Essential… more
    Citigroup (05/23/25)
    - Related Jobs
  • Full Time Tax Consultant ( Tax

    Deloitte (New York, NY)
    …value to the organization. You will deliver services for companies that are implementing tax solutions related to enterprise resource planning (ERP) systems and ... that enhances the core responsibilities of compliance, reporting and planning , while also positioning tax as a strategic business advisor for the digital era.… more
    Deloitte (05/31/25)
    - Related Jobs
  • Manager, Oracle Tax Implementation

    Deloitte (New York, NY)
    …value to the organization. You will deliver services for companies that are implementing tax solutions related to enterprise resource planning (ERP) systems and ... that enhances the core responsibilities of compliance, reporting and planning , while also positioning tax as a strategic business advisor for the digital era.… more
    Deloitte (05/22/25)
    - Related Jobs
  • Tax Senior Consultant Legal Managed…

    Deloitte (New York, NY)
    … and legal functions that enhance the core responsibilities of compliance, reporting and planning , while also positioning tax and legal as a strategic business ... Senior Consultant, Tax Technology Consulting - Legal Managed Services Would...enabling technologies, process reengineering and alternative delivery models? Deloitte's Tax Technology Consulting (TTC) Legal Managed Services (LMS) team… more
    Deloitte (05/27/25)
    - Related Jobs
  • Director - Strategic Financing Services…

    Cherry Bekaert (Albany, NY)
    …Strategic Financing Services Advisory Team (SFS) is looking for a New Markets Tax Credits Applications and Strategic Planning Director (Director). We offer an ... a team of experts with a deep track record in New Markets Tax Credit (NMTC) allocation applications, CDFI Fund Applications, other Government and Philanthropic… more
    Cherry Bekaert (04/29/25)
    - Related Jobs
  • Chief Financial Officer

    New York Genome Center (New York, NY)
    …operations of the Center, including general accounting, audit, accounts payable, payroll, tax planning and filings, internal and external financial reporting, ... leader, responsible for the organization's overall fiscal position, strategic financial planning , and financial operations management. In addition, the CFO leads… more
    New York Genome Center (03/04/25)
    - Related Jobs
  • Finance Director

    Robert Half Finance & Accounting (Ballston Lake, NY)
    …NY. This leadership role is crucial for overseeing accounting controls, financial planning , tax compliance, and providing strategic direction for the division. ... financial planning , budgeting, and forecasting processes. + Ensure accurate tax compliance and reporting. + Provide leadership and direction to the accounting… more
    Robert Half Finance & Accounting (05/28/25)
    - Related Jobs