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

Viewing 1 - 10 of 26 jobs

  • Trust Officer

    Morgan Stanley - New York City, NY

    trust and fiduciary investment services to personal trust, nonprofit, endowment, and foundation clients ... client, FA/IR and the Personal Trust Investment Group, Trust Operations, Special Assets and Tax - Oversee and execute...

    4 hours ago from Morgan Stanley

  • 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...

    6 days ago from IvyExec

  • 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

  • Federal Tax Senior Manager

    Management Consulting Firm - New York City, NY

    tax planning and compliance for high net worth individuals, estates and trusts. Will economically and efficiently manage ... and compliance expertise to clients; perform research and prepare/review technical tax memorandum. Understand and...

    26 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...

    30+ days ago from IvyExec

  • Nat'l Dir of Portfolio Mgmnt

    BNY Mellon - New York City, NY

    implementation, including technology, audit, Reg 9, risk and compliance, and other front office related projects. ... S/He should have effective communication and investment management skills to drive thought leadership and superior clien...

    28 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 - 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

  • 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...

    17 hours ago from IvyExec

  • 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...

    6 days ago from IvyExec