- Neuberger Berman (New York, NY)
- **Summary:** Neuberger Berman Trust Company NA seeks a highly qualified and motivated individual to handle all aspects of fiduciary account administration. The ... individual should have strong technical knowledge of gift, estate, and fiduciary income tax , ability to prioritize and complete tasks without error and the desire to… 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
- H&R Block (Mount Kisco, NY)
- …and accelerate their seasonal tax business by managing a single H&R Block tax office. You'll serve as the front-line manager to provide leadership and ... managing office community involvement + Assist the District General Manager in recruiting and interviewing candidates for tax...to building a Connected Culture - one in which trust , care, and connections are how we work together… more
- H&R Block (New York, NY)
- …Team Leader at a Block Advisors office, you will serve as the front-line manager responsible for leadership and development of tax office associates, delivering ... Tax Knowledge Assessment1 + Assist the District General Manager in recruiting and interviewing candidates for tax...to building a Connected Culture - one in which trust , care, and connections are how we work together… more
- H&R Block (Bellerose, NY)
- …the customer-centric teams in the offices you manage to accelerate their seasonal tax business. You'll serve as the front-line manager responsible for leadership ... as a Multi-Unit Team Leader, you'll provide leadership over three H&R Block tax offices. Using your people management experience and passion for helping people,… more
- Fedcap (New York, NY)
- …greatest degree of trust , the Quality Reviewer is responsible for reviewing tax returns for accuracy and must uphold the highest ethical standards. The Quality ... Single Stop for an exciting career as a Quality Tax Reviewer. Salary/Wage: $22.00-$24.00 per hour | Non-Exempt |...of the client's return. + Work with the Site Manager to establish and administer a quality review process.… 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 ... Manager and/or Client Experience Manager regarding important/critical...book of business. + Ability to use: office equipment, Trust accounting system and portfolio management system. **COMPETENCIES/SKILLS** **Client… more
- H&R Block (Johnstown, NY)
- …an Associate Team Leader, you'll support a single retail office during tax season to consistently exceed client expectations and provide daily operations direction ... for the tax office. You'll begin working a flexible part-time schedule...escalation to the Multi-Unit Team Leader and District General Manager as necessary + Serve as point of contact… more
- Amalgamated Bank (New York, NY)
- …Associate is responsible for supporting a broad range of operational processes within Trust Operations. The role ensures the accurate and timely execution of cash ... of Shares Held Elsewhere (SHE) assets, benefit payments, and other trust -related operational activities. The Operational Services Associate operates in a lead… more
- Banfield Pet Hospital (Garden City Park, NY)
- …efficient and equitable care.) The Area Chief of Staff partners with the Practice Manager (if applicable) to drive the culture and delivery of quality care by the ... role is 100% hospital based and considered a working manager role. + Oversee the coaching program for newly...and their pet have an exceptional experience. + Establish trust and gain the confidence and compliance of clients… more