- Grant Thornton (New York, NY)
- As a Real Estate & Construction Advisory Senior Associate, you will have the opportunity to grow and contribute to our global clients' business needs through all ... wide variety of industries, with a focus on real estate and construction. The work you will be doing...that are reliant on federal funding and/or pertinent to tax credit incentives + Assisting in matters involving fraud,… more
- Grant Thornton (New York, NY)
- As a Real Estate /Construction Advisory Manager, you will get the opportunity to grow and contribute to our clients' business needs and be responsible for all phases ... wide variety of industries with a focus on real estate and construction. The work you will be doing...that are reliant on federal funding and/or pertinent to tax credit incentives. + Assisting in matters involving fraud,… more
- Cherry Bekaert (Albany, NY)
- …Develop, implement, and manage comprehensive property tax strategies to optimize tax liabilities across the company's entire real estate portfolio. + Oversee ... and accuracy. + Provide strategic advice and insights to senior leadership on property tax matters. **Qualifications:**...management, with a significant portion in a leadership or senior role, preferably within a large real estate… more
- Cherry Bekaert (Albany, NY)
- …Support the development and execution of property tax strategies to optimize tax liabilities across the company's real estate portfolio. + Ensure timely and ... efficiency and accuracy. + Provide insights and recommendations to senior leadership on property tax matters. **Qualifications:**...related field. + 5-8 years of experience in property tax management, preferably within a real estate … more
- Raymond James Financial, Inc. (New York, NY)
- …Advisor and the client's professional legal and tax advisors. + Supplies technical estate tax and estate planning information in response to Financial ... Skills, and Abilities** **Knowledge of** + IRS Gift and Estate Tax Code laws, Uniform Principal and...and ability to learn software applications including computer based trust accounting systems and other common estate … more
- Cherry Bekaert (Albany, NY)
- …, **Cherry Bekaert** delivers innovative advisory, assurance and tax services to our clients. At Cherry Bekaert we ... (https://www.cbh.com/services/advisory/risk-accounting-advisory/risk-advisory/) practice, we have an excellent opportunity for a ** Senior Associate (Consumer Compliance)** to join our team providing… more
- Grant Thornton (New York, NY)
- The Senior Associate will support complex valuation engagements across the alternative credit spectrum, with a primary focus on illiquid private credit investments ... independent valuation of alternative credit investments, including private loans ( senior , Unitranche, mezzanine, second lien) and non-bank lending exposures across… more
- KeyBank (Tarrytown, NY)
- …as necessary to ensure investment advice is integrated with all other client plans ( tax , estate planning, retirement, etc.). + Provide timely feedback to the ... net worth book of business. + Ability to use: office equipment, Trust accounting system and portfolio management system. **COMPETENCIES/SKILLS** **Client Focus** -… more
- Neuberger Berman (New York, NY)
- …and concerns regarding any documents governing client accounts and address them with senior trust company officers if necessary. + Implement asset allocation ... The individual should have strong technical knowledge of gift, estate , and fiduciary income tax , ability to...Undergraduate degree required. + 5 plus years of hands-on trust and estate administration experience preferably at… more
- University of Rochester (Rochester, NY)
- …prospects and draft proposals which require knowledge of life-income gifts, bequests, real estate , and tangible property along with the tax law implications for ... of Rochester Donor Advised Funds, publicly traded securities, real estate , closely held securities and other hard to value...programs from PG Calc, external custodial support from Northern Trust Co, external counsel from Nixon Peabody LLC and… more