Title: Trusts & Estates Jr. Associate – Estate Planning or Estate Administration Salary: Competitive with major NYC firms Experience: At least 1 or 2 years of Trusts & Estates experience, general experience with business entities and knowledge of estate administration...
Title: Legal Secretary/Paralegal Job Responsibilities: The Legal Secretary/Paralegal is responsible for supporting attorneys in the practice areas of matrimonial law, litigation, and estates. Key responsibilities include: - Organizing and managing legal documents and files with a strong emphasis on attention...
by developing case information, maintaining client contact, and finalizing documents. The role involves keeping cases organized by establishing and organizing files, monitoring calendars, meeting deadlines, documenting actions, inputting information into a file database, and using case management software. The par...
Title: Tax Senior Manager, Family Office Full time Job Responsibilities - Review Corporate, Partnership, Trust, and Individual tax returns for Entertainment Industry professionals, Athletes, High Net Worth, and Family Office type clients and all their related entities. - Conduct online tax...
Title: Private Banker - Vice President Job Responsibilities: - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new...
Title: Private Banker - Vice President Job Responsibilities: - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire...
Title: Private Banker - Vice President Job Responsibilities: - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new...
Title: . Private Bank - Private Banker - Associate Job Responsibilities: - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire...
Title: Estate Administration Paralegal (Uniondale) Salary: $75,000 to $90,000 Experience: Minimum of 4 years Law Firm: Farrell Fritz Location: Uniondale, New York Department: Administration **Members Only** a highly respected and top-ranked law firm in...
Title: Trusts & Estates Paralegal (Planning and Administration) Job Responsibilities: The Trusts & Estates Paralegal is responsible for working closely with clients, attorneys, paralegals, and accountants to ensure the smooth administration of trusts and estates. The candidate must demonstrate excellent communication, organizational,...
have significant work experience in estate planning, although an . in Estate Planning will be considered in lieu of work experience. Must have excellent time management and organizational skills and... be motivated to contribute to the growth of the firm....
Title: Tax Manager, Private Wealth Job Responsibilities: The Tax Manager in... the Private Wealth/High Net Worth team at... the company will play a crucial role in delivering tax and business advisory services along with tax compliance to small business clients. The responsibilities...
Tax Senior Manager, Private Client Group Department: Private Client Group Supervises: Tax Managers Role Type: Full-time Location: New York, NY, Uniondale, NY, Boca Raton, FL, or Palm Beach Gardens, FL (Hybrid) ABOUT THE COMPANY: Company is a Certified Public Accounting and Consulting firm with a presence...
Title: Tax Manager Job Responsibilities: - Serve as a trusted advisor, delivering tax and business advisory services and tax compliance to clients. - Work closely with firm leadership to serve clients and build the business, contributing directly to the firm's success. - Coach a...
nursing homes to gather relevant information for case files. - Organize and maintain case files and documents using document management systems. - Prepare and... submit community and institutional Medicaid applications to the Department of Social Services, including any supplementary docu...
Client Advisor II Forest Hills Full time posted on Posted 30+ Days Ago job requisition id 24017496 Job Description: At Bank of America, we are guided by a common purpose to help make financial...
Job Title Asset & Wealth Management Tax Manager Job... As an Asset & Wealth Management Tax Manager at... in the asset and wealth management industry. Your primary... duties will include: - Supervising and developing team members to achieve exceptional deliverables....
Job Title: Asset & Wealth Management Tax Manager Job Responsibilities: -... Supervise and develop team members to achieve exceptional deliverables. - Manage client service accounts and engagement workstreams. - Independently solve and analyze complex problems to deliver top-quality results. - Utilize Company’s technical knowledge and...
Job Title: Asset & Wealth Management - Renewable Energy... Tax Senior Manager Job Responsibilities: A career in the Financial Services Tax practice within Corporate Tax services involves assisting clients in meeting their tax obligations while managing the impact of tax on their...
Job Title: Asset & Wealth Management - Renewable Energy... Tax Manager Job Responsibilities: The Renewable Energy Tax Manager operates within the Financial Services Tax practice, part of Corporate Tax services. This role involves assisting clients in managing their tax obligations and...
Job Title: Asset & Wealth Management - Tax Senior... Manager Job Responsibilities: - Lead and manage large-scale projects to achieve successful outcomes, ensuring that all project objectives are met efficiently and effectively. - Innovate and streamline processes to enhance the efficiency and effectiveness...
Job Title: Asset & Wealth Management Tax Director Job Responsibilities: -... Define strategic direction for the Default team, setting the course for technology-enabled tax advisory services. - Lead initiatives in business development and client relations, focusing on impactful decisions that drive business growth. -...
Job Title: Asset & Wealth Management - Renewable Energy... in the Asset & Wealth Management sector with a... focus on Renewable Energy Tax, you will be part of a team dedicated to solving complex business issues related to tax compliance...
Asset and Wealth Management - Renewable Energy... Tax Manager The candidate will get the opportunity to help clients meet their tax obligations while managing the impact tax has on their business. Advise clients on their local and overseas tax affairs,...
Title: Tax Senior Associate - Private Companies Job Responsibilities: The Tax Senior Associate within the company is tasked with a variety of responsibilities aimed at assisting private companies with their business advisory needs. This involves helping clients with audit, tax compliance, and...
Title: Tax Director - Private Companies Job Responsibilities: As a Tax Director within the department, you will play a crucial role in assisting private companies with their business advisory needs, focusing on areas such as audit, tax compliance, and planning to improve...
Title: Japanese Business Network - Private Tax Manager Job Responsibilities: A career within the company's Private division offers the opportunity to assist private companies with various business advisory needs, including audit, tax compliance, and planning, to enhance operational efficiency and allow companies...
Title: Tax Senior Manager - Personal Financial Services Job Responsibilities: A career in the Personal Financial Service practice within the company will provide the opportunity to assist private companies with various business advisory needs such as audit, tax compliance, and planning. This...
Title: Tax Director - Personal Financial Services Job Responsibilities: The role of Tax Director in Personal Financial Services at the company involves working as part of a team to address complex business issues from strategy to execution. The responsibilities include: - Supporting the...
and to free up time that can be spent focusing on business strategy. Assist the team focus on key issues like wealth management, compliance, cash flow... management, equity expansion, divestiture and... exit strategies. Develop new skills outside of comfort z...
Title: Japanese Business Network - Private Tax Senior Associate Job Responsibilities: As a Senior Associate within the company, you will be part of a team dedicated to solving complex business issues from strategy to execution. The responsibilities for this position include, but...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: A career in the Personal Financial Service practice, within the department, involves assisting private companies with various business advisory needs, including audit, tax compliance, and planning. The goal is to enhance...
efficiency and to free up time that can be spent focusing on business strategy. Assist the team focus on key issues like wealth management, compliance, cash flow... management, equity expansion, divestiture and... exit strategies. Encourage everyone to have a voi...
and to free up time that can be spent focusing on business strategy. Assist the team focus on key issues like wealth management, compliance, cash flow... management, equity expansion, divestiture and... exit strategies. Support team to disrupt, improve and e...
and to free up time that can be spent focusing on business strategy. Assist the team focus on key issues like wealth management, compliance, cash flow... management, equity expansion, divestiture and... exit strategies. Develop new skills outside of comfort z...
off policies Tuition reimbursement program Employee discounts on banking products, services, and more Career development and advancement opportunities SEO Friendly Job Title: Private Banker - Wealth Management Advisor H1... Heading: Join Our Team as...
The candidate should preferably have or above (unified enrollment; first-tier universities); overseas background and a . degree; Have lawyer practicing qualification; qualification in other regions or countries would be an asset; At least 3 years of working experience as...
Trusts & Estates Associate The candidate will be to work directly with and advise high net worth individuals and family businesses on tax, trust, and estate and business succession matters. Must have 5 years of experience practicing in a law...
Information Salary range: $170,, Based on experience and qualifications Full-time position Job Title . Private Bank - Private Banker - Executive Director Experience Information Six plus years of work experience...
Title: . Private Bank - Private Banker - VP Job Responsibilities: - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire...
Title Private Banker - Executive Director Job Responsibilities - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new assets, both from...
- Lead the Client Management Process, ensuring a Branded... the full array of Private Bank and bank capabilities to meet specific client needs. - Ensure the retention of clients. - Lead the Client Process Management Process within the client... t...
SEO Friendly Job Title: Wealth Management Summer Analyst at... H1 Heading: Join Our Wealth Management Summer Analyst Program... Gain Real-World Experience in Wealth Management with Goldman Sachs... for Summer Analysts in Wealth Management About the... Program: - Nine...
Overview: A law firm is seeking an experienced Estate Administration Trusts and Estates Attorney to join their team in Mineola, NY. The ideal candidate will possess extensive trusts and estates administration expertise and a solid understanding of business and...