- Intuit (New York, NY)
- …TurboTax network, which includes assisting those who wish to connect with a local tax professional. This is a seasonal, non-exempt role. The Impact You'll Make and ... exceptional ability to build rapport with customers and earn trust quickly. + You have a true passion for...ability to steer conversations to a successful resolution. + Tax knowledge is ideal, but not required. A passion… more
- JPMorgan Chase (New York, NY)
- …closing the sale and bringing in referrals + Strong knowledge of US and local transfer tax law and local substantive trust law, with the ability to apply that ... US Private Bank, you will help ensure that our clients' estate, income, tax , philanthropic, and other planning needs are identified and met through a comprehensive… 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 ... net worth book of business. + Ability to use: office equipment, Trust accounting system and portfolio management system. **COMPETENCIES/SKILLS** **Client Focus** -… more
- Robert Half Finance & Accounting (Syracuse, NY)
- …and fiduciary income tax returns + Assemble and review estate and trust accountings + Support attorneys in estate settlements and audits + Communicate with ... estates. This role involves direct client interaction, document preparation, and estate/ trust accounting. In addition to their many other company benefits, this… more
- UMB Bank (Albany, NY)
- …insurance, and property tax bills. + You will participate in National Trust Real Estate Association as required. + Other duties as assigned. **We're** **excited ... + You will help identify value-added services that Personal Trust and Custody can provide. + You will ensure...agreements. + You will prepare annual property reviews, analyze tax assessed values, coordinate triennial valuations, and perform or… more
- Citigroup (New York, NY)
- …experience required. Strong knowledge and proven technical proficiency in the legal, and tax issues relative to the trust and estate field. Proven strong ... on wealth structuring matters, including: *Estate, gift and income tax planning *Transition event planning *Business succession planning *Charitable planning… more
- Justworks (New York, NY)
- …onto our payroll platform, with complete and accurate payroll history and tax data. In this role, you will collaborate cross-functionally with Customer Support, ... Tax , Engineering, and our customers to ensure timely, compliant,...and team experience. + Consultative - Builds relationships through trust , curiosity, and active listening to understand client needs… more
- CIBC (New York, NY)
- …fund, review of fund valuations, capital activity, pricing, audit support, and tax compliance for our private funds. The employee will provide investor relationship ... internal and external audits, and support the fund's annual tax responsibilities. The individual will serve as the main...driven by a business culture based on common values: Trust , Teamwork and Accountability. Working with CIBC makes you… more
- Grant Thornton (New York, NY)
- …preferred returns, and carried interest. + Collaborate with external auditors and tax advisors to support year-end audits and K-1 preparation. + Lead and ... report to management on overall debt position + Track tax strategies and ensure appropriate application within the fund...we believe in making business more personal and building trust into every result - for our clients and… more
- Justworks (New York, NY)
- …multi-solution platform, our ability to scale strategically-without sacrificing clarity, quality, or trust -depends on how we translate the value of our platform to ... oversee a portfolio of solution-focused teams-spanning Benefits, Compliance & Risk, Tax , Integrations, People Tools, Mobile, Payments, and Global Hiring-and will… more
Recent Jobs
-
Asset & Liability Managing Director (IC) - Corporate Treasury
- PNC (Pittsburgh, PA)