- 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
- Robert Half Finance & Accounting (Ithaca, NY)
- …with 5 or more years of experience preparing and reviewing corporate, individual, partnership, and trust and estate income tax returns to join our growing tax ... field + Minimum of 5 years of relevant experience + Trust & Estate experience + Foreign Tax experience + Strong technical skills and ability to research complex… more
- Robert Half Finance & Accounting (Brooklyn, NY)
- …and prevent errors. * Build and maintain strong relationships with clients to foster trust and confidence in tax services. Requirements * Proven experience in ... Description We are looking for a skilled Tax Preparer to join our team in Brooklyn,...work closely with clients to prepare and file individual tax returns while ensuring compliance with all relevant regulations.… more
- Robert Half Finance & Accounting (Chappaqua, NY)
- …team. This role requires a dedicated individual with a strong background in trust -focused accounting, tax preparation, and compliance. The ideal candidate will ... * Minimum of 5 years of experience in accounting, with a focus on trust and tax -related activities. * Proficiency in tax preparation, including 1041 and 1040… 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
- NYS Housing Trust Fund Corporation (New York, NY)
- …subsidy programs under Federal and State housing programs including the Low-Income Housing Tax Credit; Housing Trust Fund; HOME, RAD, Mitchell-Lama, and various ... Asset Management Unit (SAMU), including - but not limited to - Housing Trust Fund Corporation (HTFC) programs, LIHTC, HOME, Office of Community Renewal (OCR)… 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
- City National Bank (New York, NY)
- …and transactions and for accuracy. Review forms to ensure they are consistent with the Trust Document. * Produce and review various tax reports for clients and ... * TRUST ADMINISTRATION OFFICER II* WHAT IS THE OPPORTUNITY?...account activity by reviewing various reports. Seek guidance on tax and administration issues. WHAT WILL YOU DO? *… 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