- JPMorgan Chase (New York, NY)
- …team discussions and strategy around structuring, pricing and closing trust and estate services including: estates , family trusts , charitable trusts , ... **Job Description** The Global Trusts & Estates Practice is an...is appointed as corporate executor or trustee of a trust includable in the gross estate of… more
- Robert Half Finance & Accounting (Syracuse, NY)
- …work with both taxable and non-taxable estates + Hands-on experience preparing estate and trust accountings + Strong initiative and ability to manage ... law firm that is seeking a detail-oriented Paralegal to support attorneys with estate administration, managing both taxable and non-taxable estates . This role… more
- JPMorgan Chase (Rochester, NY)
- The Global Trusts & Estates Practice is an...JP Morgan is appointed as corporate trustee of a trust , whether created by a client during their lifetime ... corporate fiduciary for families, it is important that our Trusts and Estates services are delivered by...through a provision in their will, it is the Trust Officer's role to oversee the administration of the… more
- Tompkins Community Bank (Ithaca, NY)
- …+ Fiduciary Accounting Excellence - Independently prepare detailed fiduciary accountings for estates and trusts , ensuring accuracy, legal compliance, and timely ... Preparation + I ndependently prepare detailed fiduciary accountings for estates and trusts , ensuring accuracy and compliance...Certificate preferred + A minimum of three (3) years' trust and estate -related experience is preferred +… more
- JPMorgan Chase (New York, NY)
- …also provides retirement products and services, brokerage and banking services including trusts and estates , loans, mortgages and deposits. **Job Summary:** As ... a Settlement Officer VP in Wealth Management Solutions, Trust & Estates , you will oversee the...counsel to resolve tax issues, including fiduciary income taxation, estate taxation, and Generation Skipping Tax. + Identify and… more
- City of New York (New York, NY)
- …by the New York City Human Resources Administration (HRA).Within AO, the Liens and Trusts is responsible for the settlement of liens and claims for recoupment of ... money expended in Medicaid and Public Assistance. The Estates Unit also provides administrative support to the Office...Recovery, Executive Director of the Office of Liens and Trusts , and the Office of Legal Affairs as required… more
- Deloitte (Jericho, NY)
- …has a solid understanding of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking for an ... accounting and taxation to provide compliance and consulting services to Real Estate Investment Trusts , Real Estate Private Equity Funds, and real estate… more
- Chemung Canal Trust Company (Elmira, NY)
- …section of our Careers page to view available benefits. Chemung Canal Trust Company/Capital Bank/Canal Bank fosters a diverse and inclusive culture where employees ... are able to succeed to their full potential. EEO/AA Including Veterans and Disabled. more
- Wells Fargo (New York, NY)
- …services to experienced real estate owners, developers, investors, and real estate investment trusts (REITs), through all stages of their growth and ... **2025 Commercial Real Estate Early Career Development Program** At Wells Fargo,...is seeking talent to join the 2025 Commercial Real Estate Early Career Development Program in Corporate and Investment… more
- Wells Fargo (Purchase, NY)
- …variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts , custody, tax, specialty assets, ... and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic...caseworkers, and other professionals to ensure that Special Needs Trusts are administered in conformity with trust … more
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