- Cherry Bekaert (Albany, NY)
- **Description** The TCIA ( Tax Credits & Incentives Advisory) Practice is comprised of a diverse group of CPAs and tax law experts with numerous years of ... experience, who help clients with expert tax planning. The group offers unparalleled knowledge and service...helps companies identify and realize value-added opportunities. As a Manager , you will help develop the vision, strategies, and… more
- Grant Thornton (New York, NY)
- As the Tax Digital Consulting Manager , you'll implement and build third party tax systems with major third-party ERP and billing platforms (SAP, Oracle, ... Your day-to-day may include: + Serve as the Project Manager on assigned third-party tax software implementations...we believe in making business more personal and building trust into every result - for our clients and… more
- UMB Bank (Albany, NY)
- …not-for-profits, partnerships, and other business entities and individuals. The Corporate Trust Associate Relationship Manager role supports our Corporate ... UMB's Corporate Trust and Escrow Services is a nationally recognized...services to municipal and corporate/ABS issuers of taxable or tax -exempt debt. We also provide escrow-related, custodial and verification… more
- Comerica (New York, NY)
- …and account administration codes are accurate. Administratively monitors and tracks tax reporting activities, coordinating with more senior Trust Administrators ... Job Description Trust Administrator IIThe Trust Administrator II...role will be responsible for serving as a relationship manager to most routine and standard client relationships. This… more
- KeyBank (Albany, NY)
- …66 South Pearl Street - Albany, New York 12207-1501 Fiduciary Expertise and Trust Administration + Knowledge of and demonstrates capability to meet with clients of ... high net worth + Administers complex trust (ex: Special/Supplemental Needs Trust , Private Foundations,...comprehensive approach + Maintains deep expertise in fiduciary, investment, tax , and other related wealth issues and employs sound… more
- Comerica (New York, NY)
- Job Description Trust Advisor II Comerica Advisor SolutionsOur strategic alliance is a professional collaboration between two great financial firms. Our alliance ... allows clients to take advantage of Comerica Bank - Trust , NA's professional trust administration capabilities, as...Advisor I is responsible for serving as a relationship manager for a book of business by providing by… more
- City of New York (New York, NY)
- …sources for Trust projects (including as applicable senior debt, historic tax credits, sustainability loans or grants, and public subsidy), and ensuring close ... June 16, 2022, Governor Kathy Hochul signed the NYC Public Housing Preservation Trust Act, which authorized creation of the NYC Public Housing Preservation Trust… more
- Grant Thornton (New York, NY)
- As the Partnership Tax Manager , you'll conduct primary and secondary reviews of complex tax returns and provide tax consulting services for your ... to help you excel. You'll collaborate with the Partnership Tax team and make recommendations on return preparation and...we believe in making business more personal and building trust into every result - for our clients and… more
- Cherry Bekaert (Albany, NY)
- …Cherry Bekaert's Strategic Financing Services (SFS) Group is looking for a Consultant Manager to join the SFS Consulting team. We offer an opportunity to work ... experts with a deep track record in New Markets Tax Credit (NMTC) allocation applications, NMTC placement and deployment,...and NMTC compliance and asset management services. The Consultant Manager will build a pipeline of potential borrowers, and… more
- NBT Bank (Syracuse, NY)
- …degree and/or CFA designation desired but not required + Graduate of Accredited Trust School, with Accredited Fiduciary Investment Manager (AFIM) or similar ... and accounts of a more complex nature within the Trust & Investment Department and assisting in business development....and procedures + Knowledge of estate inheritance and income tax laws, court rules and regulations. + Ability to… more