- US Bank (New York, NY)
- …business development and client acquisition success - Strong understanding of complex financials, trust and estate documents and tax returns - Specialized asset ... planning, insurance products, (working closely with our Financial Advisors), estate and income tax planning, multigenerational wealth planning, business succession… more
- Fox Rothschild LLP (New York, NY)
- …limited to corporate, litigation, bankruptcy, labor & employment, tax, real estate , estate planning, estate administration, trust planning, trust ... administration, and intellectual property matters) and define relationships within the conflicts-of-interest system. + Determine when it is appropriate and/or necessary to escalate an issue to the Conflicts Counsel, or the General Counsel's Office.… more
- NBT Bank (Syracuse, NY)
- …(both equity and fixed income) and investment products. + Thorough knowledge of trust policies and procedures + Knowledge of estate inheritance and income ... net worth accounts and accounts of a more complex nature within the Trust & Investment Department and assisting in business development. Insures that personnel of… more
- Cherry Bekaert (Albany, NY)
- …of property tax strategies to optimize tax liabilities across the company's real estate portfolio. + Ensure timely and accurate filing of property tax returns and ... years of experience in property tax management, preferably within a real estate organization, public accounting firm, or corporation with significant real estate… more
- Cherry Bekaert (Albany, NY)
- …property tax strategies to optimize tax liabilities across the company's entire real estate portfolio. + Oversee the timely and accurate filing of all property tax ... portion in a leadership or senior role, preferably within a large real estate organization, public accounting firm, or a major corporation with extensive real … more
- CanACRE (Buffalo, NY)
- …At Canacre, we act with honesty and integrity within a culture where trust , collaboration, and teamwork flourish. We commit to diversity, inclusivity and the ... other resources to ensure acquisition areas are correctly defined. + Review real estate market data and/or appraisals to present to landowners or to develop basis… 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 ... net worth book of business. + Ability to use: office equipment, Trust accounting system and portfolio management system. **COMPETENCIES/SKILLS** **Client Focus** -… more
- JPMorgan Chase (New York, NY)
- …work on an integrated team with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new clients and to serve ... to credit and lending, multi-asset class investments, wealth advisory and estate planning. **Job Responsibilities** + Help devise customized financial strategies for… more
- BlackRock (New York, NY)
- …the following areas: + Income tax strategies + Wealth transfer planning strategies + Trust structures + Estate planning + Charitable giving and philanthropy + ... expertise, both internally and externally, around the intersection of investing, taxes and estate planning + Framing of choices and solution set + Provide internal… more
- Cushman & Wakefield (New York, NY)
- …. Partner with service line leaders to build and create a culture of trust and teamwork across business lines . Ensure superior delivery of all contract ... and Strategic Planning throughout the life of the Real Estate Cycle. . Organization Design & Management Skills ....Experience** . 15+ years' experience, 10 years of real estate experience preferred . Competency in all SPO service… more
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