- Robert Half Legal (Garden City, NY)
- …Proven expertise in preparing estate tax returns and handling matters related to estate planning and administration. * Strong knowledge of estate and ... plans and supervise will executions. * Advise and assist trustees, trust and estate beneficiaries and personal representatives in probate administration,… more
- Neuberger Berman (New York, NY)
- …+ Implement asset allocation decisions. + Work with our Investment Team, Financial Planning and Tax Specialists, Estate Planning , and Portfolio Management ... **Qualifications:** + Undergraduate degree required. + 5 plus years of hands-on trust and estate administration experience preferably at a bank or trust … more
- Citigroup (New York, NY)
- …deliver and implement customized wealth structuring services, which include proactive estate planning solutions based upon each client/prospect's individual ... technical expertise and ability to provide guidance on wealth structuring matters, including: * Estate , gift and income tax planning *Transition event planning… more
- JPMorgan Chase (New York, NY)
- …+ Professional designations required: JD + Recognized expertise in managing the estate planning needs of high-net-worth individuals + Sales experience, ... Wealth Advisor in the US Private Bank, you will help ensure that our clients' estate , income, tax, philanthropic, and other planning needs are identified and met… more
- US Bank (New York, NY)
- …financial planning , insurance products, (working closely with our Financial Advisors), estate and income tax planning , multigenerational wealth planning , ... business succession planning , family governance, and trust and fiduciary advisory, with a special focus on...client acquisition success - Strong understanding of complex financials, trust and estate documents and tax returns… more
- Grant Thornton (New York, NY)
- … estate , and hospitality sectors, among others. Responsibilities include planning , directing, and completing projects and services for investigations, litigation ... As a Real Estate /Construction Advisory Manager, you will get the opportunity...Run client engagements from start to finish, which includes planning , organizing, conducting, directing, and completing projects and services… more
- Robert Half Legal (Rochester, NY)
- …in ensuring the smooth operation of legal processes and client services within business law, estate planning , Medicaid planning , and real estate practice ... documents (wills, trusts, powers of attorney, business formation docs, real estate contracts, deeds, etc.) + Communicate professionally with clients. + Maintain… more
- Turner & Townsend (New York, NY)
- …in more than 60 countries. Working with our clients across real estate , infrastructure, energy and natural resources, we transform together delivering outcomes that ... We are majority-owned by CBRE Group, Inc., the world's largest commercial real estate services and investment firm, with our partners holding a significant minority… more
- KeyBank (Tarrytown, NY)
- …to ensure investment advice is integrated with all other client plans (tax, estate planning , retirement, etc.). + Provide timely feedback to the Relationship ... team to ensure that investment advice is integrated with all aspects of clients' planning and personal goals. This position collaborates and performs as part of the… more
- News Corp (New York, NY)
- …including: news and information services, book publishing and digital real estate services.** **Job Title** **: Workday Compensation Lead (Workday Compensation ... will combine product thinking with Workday configuration expertise to optimize compensation planning and automation.** **The role will serve as the subject matter… more