- Deloitte (Rochester, NY)
- …investment needs, family legacy, and charitable giving during their lifetime and through estate planning . Learn more about Deloitte Private Wealth Tax Services. ... high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as well prepare… more
- Robert Half Finance & Accounting (New York, NY)
- …HNW, C Corp, Trust and Individual tax returns + Individual tax and estate planning + Support the month end close + Working with reconciliations, accruals, ... established Family Office in NYC. Their portfolio is an impressive collection of Real Estate entities in the NYC area. The CFO and Controller are looking to bring… more
- Deloitte (Jericho, NY)
- …investment needs, family legacy, and charitable giving during their lifetime and through estate planning . Learn more about Deloitte Private Wealth Tax Services. ... high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as well prepare… more
- Charles Schwab (New York, NY)
- …Planning , Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning + Ability to adapt and implement change as the ... role, you'll give clients financial guidance while forming lasting relationships built on trust , respect, and reaching a common goal. You'll also have the ability to… more
- JPMorgan Chase (New York, NY)
- …and managing their wealth. You will use your knowledge of investments, financial planning , credit and banking to both advise current clients on all aspects of ... + Manage and maintain relationships with clients by earning trust , thoroughly understanding client needs, providing targeted advice, developing thoughtful… more
- KeyBank (New York, NY)
- …Internal Partners. + Works closely with the Family Wealth Consultant and Regional Planning Strategist ensuring there are comprehensive tax, estate , and ... Investment Consultant, Portfolio Manager, Fiduciary Director, Wealth Consultant, Regional Planning Strategist, and Relationship Manager + Engages the family's… more
- Navy Federal Credit Union (Evans Mills, NY)
- …Union including depository accounts such as checking, savings, certificate IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To ... to accurately respond to inquiries and account requests + Effective organizational, planning and time management skills + Effective research, analytical, and problem… more
- Gelfand Rennert & Feldman (White Plains, NY)
- …Primary Responsibilities + Prepare individual, corporate (S corp and C corp), partnership, estate , trust , fiduciary, and exempt organization tax returns + Review ... preparation of tax projections + Perform tax research and planning , as needed, to solve client's tax issues +...in preparation and/or review of individual, corporate, partnership, and trust tax returns + Bachelor's degree is required +… more
- Amazon (New York, NY)
- …activities. A few of our key partners include Supply Chain, Capital Planning /Governance, Real Estate , Engineering, and Construction management teams. The ... sense of ownership, and a proven record of earning trust . Key job responsibilities - Use financial knowledge and...deliver cost savings and business optimizations - Lead high-impact planning processes for NACF Capex, the largest business unit… more
- CBRE (New York, NY)
- …customer need & organizational delivery * Manages issue escalation and resolution Strategic Planning & Value Creation: * Builds account plans and strategies to drive ... of an Account Business Plan * Influences the client's planning and budgeting process to enhance value and optimize...strong trusted advisor status with clients. Engenders feelings of trust as an initial impression. History of looking for… more