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Tax, Trust and Estates jobs - New York, NY

Viewing 1 - 10 of 10 jobs

  • Private Wealth Services Tax Director

    Global Accounting and Consulting Firm - New York City, NY

    design, and implement tax-planning strategies for clients and manage to budget. Provide tax planning and consulting to ... staff on tax projects and assess performance for engagement and year-end reviews. Qualifications Required Skills and...

    17 days ago from IvyExec

  • High Net Worth Individual Tax Manager

    New York City, NY

    trust tax returns and quarterly and year-end tax projections - Review tax returns and tax projections - ... of tax returns - Identification and communication of tax planning opportunities to senior staff - Identification and...

    23 days ago from IvyExec

  • Market Trust Director

    Stamford, CT

    and externally to grow our fiduciary business and actively participates in the sales process Collaborate and advise ... Technically proficient in fiduciary law, tax investments and administration Business Development, Financial...

    22 days ago from IvyExec

  • Estate and Trust Tax Manager

    Withumsmith+brown - New York City, NY

    forms. Preparation and review of fiduciary accountings for estates and trusts. Provide tax planning and consulting to ... accounting firm with emphasis on Gift, Estate and Trust tax preparation and review. . The ideal candidate must...

    7 days ago from WithumSmith+Brown

  • Senior Manager, Trust & Estates

    Cohnreznick - Roseland, NJ

    aspects of trust and estate compliance and research and consulting. Minimum of 3 years’ experience as a supervisor. A ... better understand and serve their needs; and grow and develop your career with support and mentoring from the...

    7 days ago from CohnReznick

  • Vice President, Financial Consultants

    Leading Mutual Fund and Financial Services Group - New York City, NY

    relationships to retain and increase total assets, revenues and profitability Build a book of business, market share and ... understanding and experience with trust, estate planning, tax planning, insurance, and financial planning Demonstrated...

    11 days ago from IvyExec

  • Client Service Account Manager - VP

    JPMorgan Chase - Brooklyn, NY

    during RFP process and due diligence reviews * Develop and drive action plans for non-referenceable and vulnerable ... and manage relationship "across, up and down" with WSS and the client organization * Strong metrics management and...

    26 days ago from JPMorgan Chase

  • Private Wealth Services Director/Senior Manager

    Global Accounting and Consulting Firm - New York City, NY

    design, and implement tax-planning strategies for clients and manage to budget. Provide tax planning and consulting to ... staff on tax projects and assess performance for engagement and year-end reviews. Qualifications Required Skills and...

    17 days ago from IvyExec

  • Asset Management - Wealth Strategist - Vice President

    Global Securities, Investment and Retail Banking Firm - New York City, NY

    with financial planning, banking, investments, tax and wealth transfer strategies Structure and present ... general investment matters, working knowledge of credit and applicable trust and estate planning issues Senior level...

    24 days ago from IvyExec

  • VP, Major & Planned Giving

    March of Dimes - White Plains, NY

    In turn, develop strong relationships with and secure the trust and confidence of all executive leadership, ... trust and strong working relationships with prospects, donors, colleagues, staff, supervisor and volunteers. •...

    26 days ago from March of Dimes