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Tax, Trust and Estates jobs - New York City, NY

Viewing 1 - 10 of 15 jobs

  • Trust Officer

    Morgan Stanley - Finance Industry - New York City, NY

    trust and fiduciary investment services to personal trust, nonprofit, endowment, and foundation clients ... Trust Operations, Special Assets and Tax • Oversee and execute client bill payment, tax payments and any other...

    20 days ago from VelvetJobs

  • High .Net Worth Individual Tax Partner/Principal

    Berdon - New York City, NY

    partnership, trust tax returns and quarterly and year-end tax projections. * Review tax returns and tax projections. * ... experience. * Working knowledge of GoSystem and BNA Tax Projection Program. * Excellent written and verbal...

    7 days ago from ZipRecruiter

  • Tax Manager

    Accounting Firm - New York City, NY

    worth clients, income tax work papers/write-ups, quarterly tax projections and estimated tax payments vouchers, ... tax compliance, various jurisdiction correspondence, and tax research * Excellent oral and written communication...

    30+ days ago from Green Key Resources

  • Controller

    Advice Personnel - New York City, NY

    internal and external investments. Coordinate, implement and maintain estate planning techniques and related ... counsel and tax on related matters. Understanding of trust agreements. Develop weekly and monthly internal...

    13 days ago from Advice Personnel

  • Nat'l Dir of Portfolio Mgmnt

    BNY Mellon - New York City, NY

    foundations and other institutions with all of their wealth and investment planning needs. By providing integrated ... S/He should have effective communication and investment management skills to drive thought leadership and superior clien...

    30+ days ago from BNY Mellon

  • Asset Management - Private Bank - Wealth Strategist - Vice President

    JPMorgan Chase - New York City, NY

    sophisticated investment management, capital markets, trust and banking capabilities and was recognized in ... with financial planning, banking, investments, tax and wealth transfer strategies * Structure and present...

    30+ days ago from JPMorgan Chase

  • Asset Management - Private Bank - Wealth Strategist - Executive Director

    JPMorgan Chase - New York City, NY

    sophisticated investment management, capital markets, trust and banking capabilities and was recognized in ... with financial planning, banking, investments, tax and wealth transfer strategies Structure and present...

    16 days ago from JPMorgan Chase & Co

  • Asset Management - Private Bank - Wealth Strategist - Vice President

    JPMorgan - Finance Industry - New York City, NY

    sophisticated investment management, capital markets, trust and banking capabilities and was recognized in ... financial planning, banking, investments, tax and wealth transfer strategies • Structure and present financial...

    30+ days ago from VelvetJobs

  • Technology Strategic Sourcing Associate Director

    Ernst & Young - Finance Industry - New York City, NY

    tax, transaction and advisory services. The insights and quality services we deliver help build trust and confidence ... or multi-national deals and a high level understanding of the tax and logistical considerations that need to be taken...

    16 days ago from VelvetJobs

  • Executive Vice President-Business Development FTCI

    Franklin Templeton - Finance Industry - New York City, NY

    business situations with HNW individuals and families. • Work with FTCI in conjunction with trust, tax, and ... Templeton and Fiduciary Trust’s broad range of investment management capabilities, distribution channels, and internal...

    28 days ago from VelvetJobs