• Director, Planned Giving - St. Peter's Health…

    Trinity Health (Albany, NY)
    …insurance professionals, CPAs, etc.) in developing charitable gift annuities, charitable remainder trusts , charitable lead trust , as well as other planned gift ... on developing planned and outright major gifts that require financial and/or estate planning expertise. The position supports the work of each foundation Executive… more
    Trinity Health (08/08/25)
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  • Planned Giving Director

    University of Rochester (Rochester, NY)
    …individual, and internal equity considerations._ **Responsibilities:** GENERAL PURPOSE The Office of Trusts , Estates & Gift Planning serves as a central resource ... of planned gifts, including but not limited to, bequests, charitable trusts , charitable gift annuities, pooled income funds, University of Rochester Donor… more
    University of Rochester (08/07/25)
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  • Fiduciary Officer

    Neuberger Berman (New York, NY)
    …Direct administrative and management oversight responsibility for fiduciary relationships for trusts , estates and investment management clients. + Day-to-day ... **Qualifications:** + Undergraduate degree required. + 5 plus years of hands-on trust and estate administration experience preferably at a bank or trust … more
    Neuberger Berman (07/31/25)
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  • Fiduciary Tax Accountant

    Robert Half Finance & Accounting (New York, NY)
    …tax returns and maintenance of accounts and records for various estates and trusts . + Preparation of estate and gift tax returns + Preparation of private ... foundation returns + Preparation of estate and gift tax calculations for estate ...to payment dates + Coordination of distributions to various trust beneficiaries + Arrange for payment of estimated taxes… more
    Robert Half Finance & Accounting (08/13/25)
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  • Development Associate, NYC Housing Preservation…

    City of New York (New York, NY)
    …June 16, 2022, Governor Kathy Hochul signed the NYC Public Housing Preservation Trust Act, which authorized creation of the NYC Public Housing Preservation Trust ... and enters into a long-term ground lease with the Trust to secure a Section 8 rental subsidy contract...the development, appraisal, financing, negotiation, or disposition of real estate , or in real estate law, or… more
    City of New York (07/03/25)
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  • Paralegal

    Robert Half Legal (White Plains, NY)
    …systems Trusts & Estates (T& E) + Assist in preparing wills, trusts , and estate planning documents + Support attorneys in estate administration tasks ... Real Estate Law + Prepare transactional documents for purchases and sales + Draft closing statements using Excel + Coordinate with clients and third parties to ensure smooth closings Business Law + Assist in forming LLCs and corporations + Prepare and… more
    Robert Half Legal (08/19/25)
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  • Trust Advisor II - Personal Fiduciary…

    Comerica (New York, NY)
    …manager for a book of business by providing by insight as to specific trust documents and overall estate planning. This position's direct involvement in business ... Job Description Trust Advisor II Comerica Advisor SolutionsOur strategic alliance...allows clients to take advantage of Comerica Bank - Trust , NA's professional trust administration capabilities, as… more
    Comerica (07/19/25)
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  • Paralegal Aide

    City of New York (New York, NY)
    …guardianships for incapacitated persons seeking Medicaid and the review of Supplemental Needs Trusts . The Estates Recoveries Unit is recruiting for (1) one ... DSS complies with all statutory, regulatory, and contractual standards. Within AO, the Estates Recovery Unit located within the Office of Revenue is responsible for… more
    City of New York (08/20/25)
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  • Wealth Strategist (Financial Planner)

    City National Bank (New York, NY)
    …the development of HNW and UHNW client facing materials in the areas of Estates and Trusts , Income Taxation, Philanthropy, and Asset Protection, and Investments, ... * Work with Sr. Wealth Strategist and Wealth Strategist in developing integrated estate and financial plans for U/HNW clients through partnering with colleagues and… more
    City National Bank (08/07/25)
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  • Tax Professional

    Aston Carter (Red Hook, NY)
    …Responsibilities + Prepare tax returns for individuals, partnerships, corporations, estates / trusts , and nonprofit organizations. + Manage bookkeeping and ... tax preparation for various entities. + Expertise in individual, partnership, corporate, estate / trust , and sales tax. + Proficiency in consulting and accounting.… more
    Aston Carter (08/28/25)
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