- Miller, Mannix Schachner & Hafner, LLC (Glens Falls, NY)
- …as you will be handling sensitive financial data and managing attorney trust accounts (IOLA) in strict accordance with legal ethics and compliance standards. ... and ensure timely payment of vendor invoices and firm expenses. * Trust Accounting: Perform meticulous management and reconciliation of IOLA/ Trust accounts… more
- Tompkins Community Bank (Ithaca, NY)
- …tax software applications, including Wall Street Concepts software and ONESOURCE (TM) Trust Tax , and ONESOURCE (TM) Fiduciary Accounting Software + Good ... role will prepare detailed fiduciary accounting and draft estate and fiduciary tax returns, ensuring accuracy and compliance with relevant laws. This role gathers… more
- Fedcap (New York, NY)
- …final return with the client. To establish and ensure the greatest degree of trust , the Tax Preparer/Quality Reviewer is responsible for preparing accurate ... at Single Stop for an exciting career as a Tax Preparer. Wage/Salary: $20.00-$22.00 | Non-Exempt | Full Time...$20.00-$22.00 | Non-Exempt | Full Time Position Summary: The Tax Preparer provides free, quality tax return… more
- KeyBank (Albany, NY)
- …and other partners on internal fiduciary issues + Identifies and resolves potential trust and estate tax -related issues + Demonstrates and applies sound ... 5 years client advisory experience to ultra-affluent, business owners; tax or legal services to clients regarding trust... tax or legal services to clients regarding trust and fiduciary matters, and in trust … more
- Wells Fargo (New York, NY)
- …variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax , specialty assets, ... with us and for advisors to support their clients. **Banking, Lending, & Trust ** **(BL&T)** unlocks access to Wells Fargo Bank products and services to… more
- KeyBank (Tarrytown, NY)
- …all relationships regardless of whether Key serves as trustee. + Identifies a potential trust and estate tax -related issues and works with the client and ... duties and responsibilities of the bank and to provide well-coordinated estate, tax , and financial planning alternatives to meet client's needs. + Facilitate the… more
- Bloomberg (New York, NY)
- …workflows will directly influence the quality and success of our products. **We'll trust you to:** + Effectively apply your tax and accounting subject ... Legal Data Analyst - Transactional & Tax Legal Data Analysis Team Location New York...for products in the areas of Law, Government and Tax . Bloomberg is changing the legal industry by delivering… more
- Neuberger Berman (New York, NY)
- …the Senior Estate Planner will advise high-net-worth clients on all aspects of trust and estate planning, tax strategy, pre-liquidity events, and charitable ... and estate planning is required. **Primary Responsibilities:** + Advise clients on trust and estate planning, tax strategy, pre-liquidity planning, and… more
- Warner Bros. Discovery (New York, NY)
- …intelligence; First Amendment; personal injury; workers' compensation; insurance defense; environmental; anti- trust and tax matters. + Demonstrated ability to ... manage relationships with outside counsel and insurers in a positive manner. + Demonstrated leadership as a supervisor and mentor; must be able to supervise, evaluate, and develop paralegals, junior attorneys and legal administrative assistants engaged in the… more
- H&R Block (Rochester, NY)
- …that will grow stronger every year. Joining H&R Block as a seasonal, experienced Tax Professional means you'll serve clients with diverse tax needs with the ... support of an expert team, dedicated to providing you with advanced tax training you'll need to be successful. It would be even better if you also had + Bachelor's… more
