- Bank of America (New York, NY)
- … tax & planning software (Thomson Reuters GoSystem, SurePrep, BNA Income Tax Planner) **Skills:** + Client Management + Client Solutions Advisory + ... of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...Manage** **r** . This important role in our growing tax practice includes managing client relationships and… more
- S&P Global (New York, NY)
- …of the S&P Tax Solutions suite of services and work collaboratively with Tax subject matter experts to position client solutions that solves customer's ... Director will be a member of the high growth Tax Solutions team, which is responsible for delivering and...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more
- Citigroup (New York, NY)
- …and the Region(s) on topics of client interest such as estate tax planning , wealth transference, charitable giving, multigenerational planning ... + Focus will be on meeting individual family and client wealth planning needs by...but not limited to, Asset Protection, Risk Management, Estate Tax Planning , Wealth Transference, Business… more
- Bank of America (Melville, NY)
- …with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management ... functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations… more
- City National Bank (New York, NY)
- …and settle administrative trusts, which are includible in a decedent's estate for estate tax purposes. Operate as main point of contact for all aspects of probate ... meet estate needs in high volume environment. Regularly convenes and facilitates client , advisor and family meetings apprising of status. Identifies, collects and… more
- Cherry Bekaert (Albany, NY)
- …areas of transaction advisory, risk and accounting advisory, digital solutions, cybersecurity, tax , benefits consulting, and wealth management. For more details, ... Engagement Specialist with a background in the New Markets Tax Credit (NMTC) or similar program area. We offer...for writing NMTC Allocation Applications for the portfolio of client community development entities (CDEs) and manage the grant… more
- KeyBank (Syracuse, NY)
- …consistent and comprehensive approach + Maintains deep expertise in fiduciary, investment, tax , and other related wealth issues and employs sound fiduciary ... is taxed on income and/or principal transactions, final year tax distributive items; Annual gift planning for...and Income Act, including analysis of total return distributions Client Servicing and Retention + Executes prioritized pro-active … more
- Tradeweb (New York, NY)
- …of the world's largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers. Creative collaboration and sharp client focus have helped ... maturity and regulatory alignment. **Job Responsibilities** + Lead the planning and execution of independent 2LoD control testing to...Spending Accounts** : You may elect to set aside pre- tax earnings to pay for eligible health care and… more
- Atria Wealth Solutions (Corning, NY)
- …level of service to credit union members and clientele to help manage their wealth . The ideal candidate will be self-motivated and be able to motivate other team ... themselves about financial and investment vehicles in the market and the tax and securities consequences to clients with particular investments. Attends training… more
- Scotiabank (New York, NY)
- …requirements. This role collaborates with HR Operations, Total Rewards COE, Finance, Tax , Legal, External Vendors, and other business areas to drive continuous ... and drives a customer focused culture throughout their team to deepen client relationships and leverage broader Bank relationships, systems and knowledge + Oversees… more