- JPMorgan Chase (New York, NY)
- …Expertise in Wealth Planning and Advice, with a deep understanding of specialized systems and processes. + Strong familiarity or ability to quickly become familiar ... with financial planning, retirement planning, charitable planning, tax planning, and estate planning strategies and solutions. + Experience with AI-driven technology… more
- Robert Half Finance & Accounting (New York, NY)
- …the integrity of financial data ensuring compliance with accounting standards (GAAP, tax regulations, and other legal requirements). * Collaborate with Controller to ... preparation and filing of all federal, state, and local tax returns. * Work closely with the Controller and...Offer insight into the maintenance and improvement of accounting systems , ensuring accuracy and efficiency. Embrace the adoption of… more
- City of New York (New York, NY)
- …work with the Assistant Commissioner and bureau leadership to leverage and design systems to collect and use program data (eg, program budgetary, population, and ... defined benefit pension plan with steady monthly payments in retirement. oa tax -deferred savings program and oa robust Worksite Wellness Program that offers… more
- Motion Recruitment Partners (New York, NY)
- …Experience** + Bachelor's or Master's Degree in Computer Science, Information Systems , Engineering or equivalent work experience + Strong familiarity with regulatory ... Indemnity Insurance + 401(k) including match with pre and post- tax options + Paid Sick Time Leave + Legal...Time Leave + Legal and Identity Protection Plans + Pre- tax Commuter Benefit + 529 College Saver Plan Motion… more
- Lincoln Financial (Albany, NY)
- …model runs and reporting processes. *Support model implementation in production systems and ensure proper handover to relevant teams. *Communicate modeling results ... a plus *Strong understanding of regulatory and accounting frameworks (Stat/GAAP/ Tax /RBC) *Substantial life product knowledge and general insurance business knowledge… more
- Lincoln Financial (Albany, NY)
- …either at a law firm or financial services company + Experience with the tax treatment of life and annuities - In-depth knowledge of the legislative and regulatory ... - Working knowledge of computer based legal research and other legal systems . - In-depth understanding of corporate structure, client organization, and business and… more
- Grant Thornton (New York, NY)
- …an understanding of clients' business, objectives, strategy, operations, processes, IT systems , service providers and controls. + Actively participate in client ... (not a licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services. In 2025, Grant Thornton formed a multinational,… more
- University of Rochester (Rochester, NY)
- …of life-income gifts, bequests, real estate, and tangible property along with the tax law implications for the donor of making such gifts. + Travel wherever ... experience preferred. + Working knowledge of planned giving methods, tax laws and responsibilities of charities and donors preferred...such as PGCalc and able to work in proprietary systems of vendors and other partner offices preferred +… more
- Brighton Health Plan Solutions, LLC (Westbury, NY)
- …vendor listing in DAX is maintained and updated to support 1099 reporting. + Assist with tax filings, 1099s and all other ad hoc tax requirements. + Process stop ... Brighton Health Plan Solutions partners with self-insured employers, Taft-Hartley Trusts, health systems , providers as well as other TPAs, and enables them to solve… more
- Motion Recruitment Partners (New York, NY)
- …or data analysis + Conduct thorough assessments of existing processes and systems to determine the feasibility and potential ROI of integrating generative AI ... Indemnity Insurance + 401(k) including match with pre and post- tax options + Paid Sick Time Leave + Legal...Time Leave + Legal and Identity Protection Plans + Pre- tax Commuter Benefit + 529 College Saver Plan Motion… more