Trabajos estate manager en Levittown, New YorkCrear alertas

It is required that you have either #1 or #2 below: #1 - Previous Financial Services Recruiting experience #2 - Previous experience in an in-house Accounting/Middle-Office Finance role (looking for a career change into recruiting)! Please do not apply if your background does not fall in line with either #1 or #2 above. Job Title: Director/Manager/Senior Executive Recruiter or Executive Recruiter (title will be commensurate with experience) Location: Remote or Hybrid - preferably based out of NY or NJ Commitment: 40 hours per week Compensation: Commission based role - percentages based on experience - significant earning potential based on performance Overview: Seeking a detail-oriented Recruiters at all levels to assist with the high volume of incoming applications. Knowledge of Financial Services Accounting or Middle Office Finance REQUIRED. This role focuses primarily on sourcing/recruiting new candidates, reviewing resumes, screening candidates, and recommending qualified applicants for next-stage interviews for roles within Hedge Funds, Private Equity Funds, Real Estate Firms and Alternative Asset Managers. Ideal for someone with a strong recruiting background or accounting/finance background who thrives on efficiently identifying talent and ensuring an exceptional candidate experience. Key Responsibilities: • Source new candidates through LinkedIn and cold messaging/calling., • Review and evaluate large volumes of incoming resumes for multiple open roles., • Assess candidate experience and qualifications against job requirements., • Categorize and prioritize applications using an applicant tracking system (ATS)., • Conduct brief screening calls as needed to confirm basic fit or interest., • Collaborate with hiring managers and full-time recruiters to align on role criteria., • Maintain accurate candidate records and notes within the ATS., • Provide weekly summaries or recommendations of top candidates. Qualifications: • 2-10+ years of experience in an Accounting, Finance or Recruiting position, • Strong ability to quickly interpret resumes across a variety of roles or industries., • Excellent judgment and attention to detail., • Familiarity with ATS platforms (e.g., Greenhouse, Lever, Workday)., • Strong written and verbal communication skills., • Self-starter who can manage workload independently in a remote environment.

A leading real estate investment firm is seeking an experienced Fixed Income Performance Attribution Analyst with hands-on experience with Fixed Income Portfolio Analytics and building yield curves. This role is for someone who is currently embedded inside an asset manager working as a Fixed Income Performance Attribution Analyst. This firm is expanding its investment capabilities across real estate assets, structured products, and both residential and commercial real estate mortgages and lending. As part of this growth, they are implementing more robust Fixed Income Portfolio Analytics and Performance Attribution, and are looking for someone with deep experience developing, extending, and integrating applications such as FactSet attribution solutions. There is a priority for someone who can explain why the performance occurred, not just how the application works. This Candidate should have (3-7 years) Fixed Income Portfolio Attribution and Yield Curve Modeling experience and a strong understanding of the Yield Curve, Spreads, and Duration changes that can impact the performance of a large commercial and residential real estate investment portfolio. Responsibilities Include: • Calculation of investment returns and performance attribution using sophisticated attribution methodologies, • Analyze and explain drivers of performance, • Interacting with investment professionals throughout the firm., • Daily work will involve data creation, report generation, and presentation of insightful analysis to senior managers, portfolio managers, and quantitative analysts. Converting numbers to narrative., • The candidate will be expected to work on strategic projects based on portfolio performance data and work with IT to automate the analysis and reporting of performance data. Requirements: • Must be able to configure fixed income attribution models (e.g., Yield Curve, Spread, and Carry decomposition)., • Fixed Income Specialization: Experience with securitized products, CMBS (Commercial Mortgage-Backed Securities), and private debt, which are critical for real estate-focused firms., • Technical Skills: Proficiency in SQL, Python, or APIs to automate the ingestion of proprietary real estate data into fixed income attribution models., • Real Estate Domain Knowledge: Familiarity with metrics like Cap Rates, NAV, and FFO, and how these interact with debt financing in a complex investment portfolio., • The role is 100% REMOTE, • Master's or CFA preferred, • The role requires superb communication skills., • The applicant must have 3+ years of relevant experience in fixed-income and real estate investments with a hedge fund or an asset management firm., • This position requires a top university degree (advanced is preferred) in a quantitative discipline (mathematics, statistics, engineering, etc),, • Master's or CFA preferred, • The role requires quantitative abilities, statistical programming skills in Python, SQL, R., • Tableau data visualization skills are required, • The role requires experience with Brinson, FactSet, Bloomberg PORT, Aladdin, and Risk Metrics Keywords: FactSet, Performance Analyst, Attribution, Brinson, Fixed Income, Real Estate Portfolio Management, Python, Bloomberg, Investment Performance Reporting Please send resumes to Jim Geiger:

Well established real estate company seeking and an experienced Leasing Manager to lead our growing talented team!.This Jobot Job is hosted by: Josh Rabinowitz.Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.Salary: $85,000 - $90,000 per year.The Lea

A leading real estate investment firm is seeking an experienced Fixed Income Performance Attribution Analyst with hands-on experience with Fixed Income Portfolio Analytics and building yield curves. This role is for someone who is currently embedded inside an asset manager working as a Fixed Income

We are seeking an AssuranceManager to join the Real Estate Assurancepractice, able to sit in a number of our offices. Experience with real estate clients.

Our Real Estate Tax practice serves a wide range of clients with specific needs including real estate private equity funds, public and private REITs, as well as privately owned Real Estate held by family offices or joint ventures. EisnerAmperis seeking amanagerto expand our Real Estate Tax practice.

Job Description The Company Friedman Vartolo LLP is a fast-growing, New York-based law firm specializing in real estate and default services, with over 300 employees providing top-tier legal services to our clients in seven states. While our legal expertise sets us apart, it's our mindset that drives us forward. We bring a fresh, fast-paced energy that drives our momentum and shapes how we approach every challenge. We are a company that chooses to dig deeper, solving problems at the root instead of settling for surface fixes. Here, there are no passengers because every individual adds value, owns outcomes, and moves the firm forward. With an underdog mentality, we embrace constant elevation, always sharpening, always climbing, and never coasting. When challenges come, we row together and lean in as one team to get the job done, no matter what. The Position Friedman Vartolo LLP is seeking an Administrative Assistant to join our rapidly growing team and work in our Garden City, Long Island location. The Administrative Assistant will provide a supportive role in the Garden City, Long Island office, and handle a variety of administrative and clerical tasks. The position involves working with physical and digital legal documents, and therefore requires high attention to detail. The Administrative Assistant will work alongside the Office Manager and other Administrative team members with several day-to-day duties and projects. The ideal candidate will have excellent verbal and written communication skills and is able to remain calm and collected when handling escalated calls. Demonstrated strong organization and computer skills are required. The ideal candidate will work well under pressure and effectively exercise discretion and good judgment. Responsibilities • Maintain filing system and accurate log of original legal documents and other case related records, • Assist with digital mail sorting and electronic distribution of documents, • Handle internal requests to obtain documents and send to third parties, • Provide administrative support for any miscellaneous projects with a 'can do' attitude, • Monitor inventory and restock office and kitchen supplies; place orders as needed, • Cross train and provide backup support to answering and relaying incoming phone calls Qualifications • Computer savvy a must: MSWord, Outlook (email and calendar), Phone System. Excel and PowerPoint would be a plus., • Strong verbal and written communication skills, • Ability to multi-task; Detail oriented with strong organizational skills, • Ability to exercise sound judgment and present a calm demeanor, • Ability to work independently, in team setting and get along well with others, • Maintain professional composure in any given situation. Compensation/Benefits $18 per hour. The firm offers a competitive benefits package including medical, dental, vision, flex spending, 401k and gym/fitness membership reimbursement. ADA Compliance Consistent with the Americans with Disabilities Act (ADA), it is the policy of Friedman Vartolo to provide reasonable accommodations when requested by a qualified applicant or candidate with a disability, unless such accommodation would cause an undue hardship for Friedman Vartolo. If you require a reasonable accommodation to complete a job application, pre-employment testing, a job interview or to otherwise participate in the hiring process, please contact Recruitment at to request an accommodations. Location Garden City office Job Posted by ApplicantPro

Build and maintain strong relationships with internal EY groups to assist with cross-selling FTEAS and other EY lines of business. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-

Private Wealth Services Tax Senior Manager.As the Private Wealth Services Tax Senior Manager, you'll lead the team's production of primary and secondary reviews of complex tax returns and provide income, estate, and gift tax planning strategies for your high net worth, closely held business and fami

As the Private Wealth Services Tax Senior Manager, you’ll lead the team’s production of primary and secondary reviews of complex tax returns and provide income, estate, and gift tax planning strategies for your high net worth, closely held business and family business clients – all with the re

Job Description The Organization: The Wealth Alliance is an SEC-registered investment advisory firm based in Melville, New York. WA was founded in 2019 and currently employs over 30 professionals, including Certified Financial Planners, public accountants, investment management analysts, and a top-tier team of service professionals. The Position: The Wealth Alliance is looking for a seasoned Financial Advisor who shares their values and is ready to hit the ground running. You'll serve as the primary relationship manager for a select group of clients, delivering holistic financial advice while also contributing to the firm's continued growth. This is an in-person role based in Melville, NY. Whether you're coming in with a small existing book or none at all, your focus will be on deepening relationships and delivering exceptional service across the firm's established client base. Responsibilities: • Serve as the primary relationship manager for a select group of clients, developing a deep understanding of their values, goals, and priorities., • Develop and implement personalized financial plans tailored to each client's individual needs and objectives., • Deliver holistic financial advice across investments, retirement planning, estate considerations, tax strategies, and risk management., • Engage clients in clear, thoughtful conversations that simplify complex financial concepts into actionable strategies., • Proactively reach out to clients to provide guidance, reassurance, and timely updates through different life stages and market environments., • Conduct a thorough financial analysis to identify growth opportunities and mitigate risk., • Collaborate with internal specialists to create comprehensive, tailored financial plans., • Utilize financial software to track client progress and generate reports., • Stay current on financial services trends, tax regulations, and securities law. Qualifications: • 10+ years of experience as a Financial Advisor, Wealth Manager, or similar client-facing role at an RIA or wealth management firm., • 3+ years developing and managing relationships with high-net-worth clients., • Bachelor's degree in Finance, Economics, Business, or a related field (required); Master's degree a plus., • CFP, CFA, CPA, or similar professional designation strongly preferred., • Solid background in financial sales or a related advisory field., • Deep knowledge of estate planning, tax strategy, and wills & trusts., • Expertise in wealth management, investment management, cash management, and portfolio management., • Familiarity with accounting principles and CRM platforms., • Strong research, analytical, and mathematical skills., • Existing book of business a plus, but not required. Salary & Benefits: • Compensation based on experience., • 401(k) with company contributions, • Health, dental, and vision insurance, • Health savings account (HSA), • Life insurance, • Paid time off #INDM

Job Description Multifamily Revenue Analyst – Eagle Rock Properties Locations: New York, NY / Plainview, NY / Hybrid / Remote (US) Job Type: Full-Time Industry: Real Estate – Multifamily Housing Experience Level: Entry to Mid-Level Firm Overview Eagle Rock Properties (“Eagle Rock”) is a New York-based, vertically integrated real estate firm with an institutional and private investor base. Headquartered in New York City and Plainview, Long Island, we focus on executing value-add strategies across suburban multifamily assets in the Northeast U.S. Eagle Rock owns and operates a portfolio exceeding 11,000 units and over $3 billion in assets and is actively expanding. Position Summary We are seeking a Revenue Analyst to support pricing strategy and revenue optimization across our multifamily portfolio. This role will analyze property performance, monitor market trends, and generate actionable insights to help maximize rental income, occupancy, and overall revenue performance. The Revenue Analyst will collaborate closely with Revenue Management, Asset Management, and Property Management teams to evaluate performance metrics, identify risks and opportunities, and support the execution of portfolio pricing strategies. The ideal candidate is analytical, detail-oriented, highly organized, and thrives in a collaborative environment. Key Responsibilities • Pricing Analysis & Execution, • Analyze performance metrics including occupancy, leasing velocity, traffic, conversions, renewals, and concessions., • Conduct weekly pricing reviews across the portfolio and prepare rent and renewal recommendations for approval by the Revenue Manager., • Assist with the development and implementation of portfolio-wide revenue management strategies., • Analyze the financial impact of pricing decisions, including loss-to-lease, blended lease rate growth, and renewal spread performance., • Document pricing decisions and maintain clear records of weekly review outcomes to ensure accountability and consistency., • Market Intelligence & Analysis, • Analyze submarket data, competitor pricing, and rent comps to inform decisions and ensure competitive positioning., • Attend weekly pricing review calls with Asset Management and Property Managers and follow up on the action items discussed., • Complete ad hoc analysis on leasing velocity, revenue trends, retention rates, and other trends as directed by the Revenue Manager., • Pricing Process Administration & Optimization:, • Upload new pricing to the property management system after reviews are completed., • Implement enhancements to processes and reporting to increase efficiency and pricing accuracy as directed by the Revenue Manager., • Support onboarding of new acquisitions by ensuring timely and accurate setup within revenue systems., • Oversee unit amenities assignments, ensuring pricing is accurate for individual units across the portfolio based on their unique finishes., • Maintain detailed process documentation to reflect current pricing methods and procedures., • Collaboration & Reporting, • Partner with Operations, Leasing, and Asset Management teams to ensure current pricing strategies align with business objectives., • Prepare recurring portfolio performance reports for operations, asset management, and senior leadership., • Bachelor’s degree required in Business, Real Estate, Economics, Data Science, or a related field., • 2 - 4 years of experience at a real estate organization in revenue management, financial analysis, or pricing strategy functions, preferably in multifamily housing sector., • Advanced proficiency in Microsoft Excel and strong analytical skills., • Excellent communication and interpersonal skills. Prior experience collaborating closely with real estate Operations teams preferred., • Highly organized and able to manage multiple priorities in a deadline-driven environment. Experience using project management tools to manage personal work is a plus., • Experience working in a value-add real estate environment is a plus., • Experience creating documentation for processes and systems is a plus., • Experience building dynamic reports or dashboards with coding/scripting tools is a plus. Why Join Eagle Rock? • Be a key contributor in a high-growth, entrepreneurial firm with a collaborative culture., • Work with a leadership team that values innovation, data-driven decision-making, and excellence., • Opportunity to grow within a vertically integrated real estate investment platform. How Eagle Rock Advisors Supports You…... We’ll give you the autonomy and resources to make an impact. • Compensation Range: The expected base salary range for this role is $70,000 – $85,000 annually. Actual compensation will be determined based on skills, experience, and qualifications in accordance with the New York City Pay Transparency Law., • Employer-sponsored benefits package including 401k. NO RECRUITERS PLEASE

Job Description Description Project Manager on IT infrastructure initiatives for construction and renovation projects. This role will start with administrative responsibilities and progressively involve learning project processes. The position is ideal for candidates with foundational project coordination experience, or who are eager to grow within IT infrastructure project coordination. Someone coming from a administrative, communications, or IT expertise would be a fit for this role. We are open to candidates that have done some form of documentation, running meetings, purchase orders, and budgeting. Key Responsibilities Include: Project Sr Managers with large-scale projects (e.g., multi-floor hospital upgrades). Coordinate meetings, scheduling, and documentation for project activities and meetings. Manage ordering processes and maintain accurate records. Understanding of cost structure. Not necessarily building budgets, but some form of budgeting experience. Act as a liaison between real estate teams and project management. PM supervision. Skills Project coordination, Project management, Microsoft office, Schedule meetings, Reporting, Project scheduling, Project planning, site survey, documentation writing, microsoft excel, cost analysis, budgeting, Project coordinating, Project plan Top Skills Details Project coordination,Project management,Microsoft office,Schedule meetings,Reporting,Project scheduling,Project planning,site survey,documentation writing,microsoft excel,cost analysis,budgeting Additional Skills & Qualifications Experience: 6 months–3 years (up to 5 years) in project coordination or something similar; this is an intermediate/entry-level coordinator role but not an entry-level position. Technical Skills: Proficiency in Microsoft Office Suite Basic understanding of IT infrastructure. Strong organizational and communication skills. Ability to work in a hybrid environment and attend project sites across Nassau County (furthest being South Hampton) Experience Level Intermediate Level Job Type & Location This is a Contract position based out of Mineola, NY. Pay and Benefits The pay range for this position is $30.00 - $55.00/hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: • Medical, dental & vision, • Critical Illness, Accident, and Hospital, • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available, • Life Insurance (Voluntary Life & AD&D for the employee and dependents), • Short and long-term disability, • Health Spending Account (HSA), • Transportation benefits, • Employee Assistance Program The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. About TEKsystems and TEKsystems Global Services We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

Job Description Pay: $75,000.00 - $250,000.00 per year Company Name: Swift Capital, LLC Job description: We're Hiring: Loan Officer Location: In-person | Carl Place, NY Swift Capital LLC, a fast-growing private lending firm specializing in hard money, DSCR, new construction, and ground-up multifamily loans, is actively seeking a motivated and ambitious Loan Officer / Account Manager to join our team on Long Island. Whether you're a seasoned pro or just starting out, we provide on-site training, high-quality leads, and the tools you need to succeed in one of the most dynamic sectors of real estate finance. What You’ll Do: • Build and maintain strong client relationships with real estate investors and brokers, • Work leads provided by the company and leverage your own personal network, • Stay proactive, confident, and positive in your communication style, • Learn how to source new business, structure deals, and guide borrowers from application to closing, • Leverage CRM tools to track activity, follow-ups, and communication, • Experience in private lending, mortgage, or real estate finance (preferred), • Strong interpersonal and communication skills, • Self-starter with a sales-driven mindset, • CRM experience (HubSpot preferred), • Ability to work full-time, in-office, and thrive in a team setting We’re not your typical lender - we close swiftly, think creatively, and keep an exceptional relationship with borrowers to make deals happen. As one of the newest and most agile firms in the private lending space, Swift Capital is building a reputation on speed, trust, and opportunity. You'll be part of a high-energy team with strong market knowledge and a collaborative environment designed to help you win. If you're ready to build a career in private lending and thrive in a fast-paced, opportunity-rich environment - we want to hear from you. Job Type: Full-time Benefits: • Flexible schedule, • Opportunities for advancement, • Professional development assistance, • Real Estate : 2 years (Required)

Job Description Description We are seeking a Project Coordinator to support a Senior Project Manager on IT infrastructure initiatives for construction and renovation projects. This role will start with administrative responsibilities and progressively involve learning project processes. The position is ideal for candidates with foundational project coordination experience, or who are eager to grow within IT infrastructure project coordination. Someone coming from a administrative, communications, or IT background would be a fit for this role. We are open to candidates that have done some form of documentation, running meetings, purchase orders, and budgeting. Key Responsibilities Include: Assist Senior Project Managers with large-scale projects (e.g., multi-floor hospital upgrades). Coordinate meetings, scheduling, and documentation for project activities and meetings. Manage ordering processes and maintain accurate records. Understanding of cost structure. Not necessarily building budgets, but some form of budgeting experience. Act as a liaison between real estate teams and project management. Ensure timely communication and follow-up on project deliverables under Senior PM supervision. Skills Project coordination, Project management, Microsoft office, Schedule meetings, Reporting, Project scheduling, Project planning, site survey, documentation writing, microsoft excel, cost analysis, budgeting, Project coordinating, Project plan Top Skills Details Project coordination,Project management,Microsoft office,Schedule meetings,Reporting,Project scheduling,Project planning,site survey,documentation writing,microsoft excel,cost analysis,budgeting Additional Skills & Qualifications Experience: 6 months–3 years (up to 5 years) in project coordination or something similar; this is an intermediate/entry-level coordinator role but not an entry-level position. Technical Skills: Proficiency in Microsoft Office Suite Basic understanding of IT infrastructure. Strong organizational and communication skills. Ability to work in a hybrid environment and attend project sites across Nassau County (furthest being South Hampton) Job Type & Location This is a Contract position based out of Mineola, NY. Pay and Benefits The pay range for this position is $30.00 - $55.00/hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: • Medical, dental & vision, • Critical Illness, Accident, and Hospital, • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available, • Life Insurance (Voluntary Life & AD&D for the employee and dependents), • Short and long-term disability, • Health Spending Account (HSA), • Transportation benefits, • Employee Assistance Program The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. About TEKsystems and TEKsystems Global Services We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

Job DescriptionCareer Description: Financial Professionals work with clients to identify, outline and achieve their financial goals. We offer a comprehensive array of financial products and services to help clients develop a sound, long-term financial strategy. New York Life and its affiliates are dedicated to prudent financial management, high quality products, and impeccable service. Training, Support and Professional Development:NYLIC University is one of the most comprehensive and well-respected training programs in the industry. Our nationwide team consists of leaders in insurance, investments, estate, family and business planning. In addition to sales aptitude or experience, the ideal candidate should be community-minded, have a competitive spirit, and possess excellent communication skills, as well as outstanding character and integrity. Career Advancement - After two years as a successful agent, additional opportunities that maybe available include: Partner, Development Manager, Product Consultant, and Home Office opportunities in recruiting, marketing, or training.

Job DescriptionOur client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit, and Insurance. Due to its active growth in key markets across the U.S. we have been asked to exclusively identify candidates in the Long Island/Metro market. Our client is seeking a Senior Advisor/ Banker who leads with investments. • Manage, develop and retain full-service relationships with both UHNW & HNW clients., • Must have strong COI’s and or an established book of clients within the Long Island/Metro market and be able to self source., • Work within a business model that strengthens collaborations between internal departments, teams and specialists to maximize cross-selling opportunities., • Provide integrated financial services advice to these clients including banking, credit, asset management, and trust and estate planning., • Work collaboratively and proactively with branches and regional teams to identify and generate referrals., • Proactively develop internal and external networks for referral sources that generate prospects and create visibility in the marketplace., • Provide financial advice and counsel to clients and prospective clients regarding trends and conditions of the business environment and general banking trends., • Actively participate in community and business functions/groups., • Possess a self-motivated, highly driven, and entrepreneurial personality. Required Experience: • Bachelor's degree with 7+ years' experience in the wealth management industry as either a Financial Advisor, Private Banker, or Relationship Manager with proven track record of generating an AUM exceeding 100M USD or T-12 of at least 350K USD., • Must have Series 7 and 66 or equivalent as well as insurance licenses for Life, Health, and Variable products

Job Description Top reasons to work for our client: • Great team environment!, • Manager is well respected by team!, • Inclusive Workplace, • Awesome career development opportunities! What you will be doing: * Provide expert legal advice to clients on elder law, estate planning, and estate administration matters * Draft and review legal documents including wills, trusts, powers of attorney, healthcare directives, and other estate planning instruments * Represent clients in probate and estate administration proceedings * Guide clients through Medicaid eligibility requirements and application processes * Interpret laws, rulings, and regulations related to elder law and estate planning * Manage individual caseloads while collaborating with a team of attorneys and legal staff * Maintain strong client relationships through clear communication and ongoing updates * Stay current with evolving laws and regulations related to elder law, Medicaid, and estate planning Experience you will need: * Juris Doctor (JD) from an accredited law school and active admission to the New York State Bar * Strong experience in elder law, estate planning, and estate administration * In-depth knowledge of New York State laws and Medicaid eligibility requirements * Proven experience handling probate and estate administration matters * Ability to interpret and apply complex legal regulations * Excellent communication, negotiation, and client relationship skills * Ability to manage multiple cases while delivering high-quality legal service Our client asked me to submit 3 great people within the next few days. We work directly with the hiring manager and can arrange interviews within a few days #INDEH123

Job Description Tax Manager – Trusts & Estates Melville, Long Island, NY Anna Parson at Robert Half is partnering with a highly regarded public accounting firm to identify an experienced Tax Manager with deep expertise in Trusts & Estates. This firm is known for exceptional client service, top peer‑review ratings, strong technical training, and a collaborative, team‑oriented culture. As the Tax Manager - Trusts & Estates, you will: • Manage and review complex Trust, Estate, Gift Tax, and GST filings, • Provide high‑level tax planning and compliance services for high‑net‑worth individuals and families, • Advise clients on estate, gift, and generation‑skipping transfer strategies, • Oversee compliance processes and ensure accuracy, timeliness, and regulatory adherence, • Serve as a trusted advisor, maintaining strong client relationships and service excellence, • Outstanding reputation with excellent peer review results, • Commitment to high‑quality client service, • Strong training, mentorship, and professional development Qualifications • 10+ years of public accounting experience with a heavy focus on Trusts & Estates, • CPA required; CPA/Attorney or JD/LLM highly desirable, • Extensive experience with Trusts, Estates, Gift Tax, and GST compliance, • Strong technical skills paired with polished client‑facing communication, • Proven ability to manage multiple engagements and deadlines

As the Private Wealth Services Tax Senior Manager, you’ll lead the team’s production of primary and secondary reviews of complex tax returns and provide income, estate, and gift tax planning strategies for high net worth, closely held business and family business clients. You’ll collaborate wi

Job Description Large business management firm seeks a Senior Tax Manager/Tax Director to join their dynamic team. This person is responsible for leading and managing a team of employees, ensuring projects are completed on time, within budget, and to the required quality standards. You will collaborate with other departments and stakeholders to ensure that business needs are being met and supervise the team responsible for completing all client tax returns. The selected candidate will maintain a strong rapport with clients and serve as a liaison between staff and Partners. This position will oversee various tax initiatives and tax planning strategies, to ensure tax returns are complete and accurate. Responsibilities: • Review and sign corporation, partnership, individual, and trust tax returns and tax projections, including numerous multi-state returns., • Correspond with state and federal government agencies relating to client tax notifications received., • Provide guidance and support to tax staff and other team members with relevant tax and software questions., • Assist with gathering documents for state and federal audits., • Ensure all tax returns, extensions, and all relevant filings are completed and filed by deadlines., • Ensure all tax planning related payments are made on time., • Identify and research tax issues applicable to client transactions., • Mentor staff towards the achievement of internal and personal goals., • Attend client meetings with Partners to help build and manage client relationships., • Work extended hours as needed., • Other related duties as assigned. Qualifications: • In-depth knowledge of tax concepts and regulations related to individuals, C corporations, S corporations, partnerships, estates, and trusts., • Proficiency with CCH Axcess/ProSystem., • Understanding of Generally Accepted Accounting Principles., • Bachelor's degree in Accounting, or related business field (3.0 GPA or better)., • Certified Public Accountant preferred., • 5 plus years of experience leading a team of tax professionals., • 7 plus years of related tax experience at a public accounting firm/or family office., • Extensive experience with real estate and partnership tax compliance and consulting preferred. Benefits: Firm offers a great variety of benefits and perks to their employees. Some of these include: • Medical, Dental and Vision coverage, • Flexible Spending Account, • Basic Life and AD&D, • Voluntary Life and AD&D, • Long Term Disability, • Voluntary Critical Illness and Cancer, Hospital Indemnity and Accident Coverage, • Genetic Screening and Cancer Support, • Pet Insurance, • Accrue 20 PTO days annually, • 401k, Match and Profit Sharing Plan, • 10 Paid Holidays and 1 Floating Holiday Many of our job openings can be viewed at

Job Description A prestigious business management firm seeks a Tax Manager to join their dynamic group of tax professionals. This selected candidate is influential in the process of preparing and reviewing tax returns and assisting clients with various tax matters. The Tax Supervisor gathers and reviews client tax documents to prepare necessary individual, partnership, estate, corporate, and/or trust tax returns. The ideal candidate has a solid understanding of common tax rules, tax compliance, and tax regulations. This person is also knowledgeable in tax accounting principles. You are a confident and professional communicator, with exceptional time management and organizational skills. The selected candidate will be expected to perform the following duties: Responsibilities • Review business and individual income tax returns., • Review tax projections and quarterly estimates using BNA ., • Review client meeting packages., • Review commission reconciliations., • Review client loan application and forensic materials., • Ensure all tax planning related payments are made on time., • Review and correct financial statements., • Correspond with government agencies relating to client tax notifications received., • Identify and research tax issues applicable to client transactions., • Work closely with Account Executives and Assistant Account Executives to ensure complete and accurate books., • Communicate with Partners and Business Mangers on client related matters., • Supervise, mentor and manage accounting/tax staff, be onsite to answer questions, train and review performance., • Oversee completion of workflow., • Attend Continuing Professional Education (CPE) and in-house tax workshops., • Work extended hours as needed., • Other related duties as assigned. Qualifications: • Oral and Written Communication Skills, • Fluent Command of English, • Professionalism, • Time Management, • Organizational Skills, • Math Aptitude, • Understanding of Generally Accepted Accounting Principles, • Financial Statement Analysis, • Entity Income Taxation, • Individual Income Taxation, • Tax Research, • CCH Axcess, • BNA Tax Projection, • Problem Solving Skills, • Proficiency in Microsoft Office Suite, • Proficiency in Windows, • Bachelor's Degree, Accounting (3.0 GPA or better), • Certified Public Accountant or Enrolled Agent, • 5+ years related experience Benefits • Medical, Dental and Vision coverage, • Flexible Spending Account, • Basic Life and AD&D, • Voluntary Life and AD&D, • Long Term Disability, • Voluntary Critical Illness and Cancer, Hospital Indemnity and Accident Coverage, • Genetic Screening and Cancer Support, • Pet Insurance, • Accrue 15 PTO days annually, • 401k, Match and Profit Sharing Plan, • 10 Paid Holidays and 1 Floating Holiday Many of our job openings can be viewed at

Job Description Construction Project Manager Full Time / Syosset, NY Commercial Real Estate firm located in Syosset, New York has an immediate need for a Construction Project Manager. This position reports to the Vice President of Construction. The Construction Project Manager position is accountable for preparing and managing the progress of construction projects from start to completion. The candidate will work with design teams, expeditors, and local agencies. The candidate must be able to review plans and specifications and evaluate. The candidate must be able to perform leveling of trades, scope of work and contracts. The candidate must be able to develop and manage schedules, review and recommend requisitions, sign-offs and construction project closeouts. Responsibilities: • Communicate directly with the client., • Provide technical evaluations, advice and guidance., • Do Take offs, • Advise your project staff to ensure client contractual requirements are met., • Monitor contractor compliance., • Lead project during Construction Administration, including responding to RFI’s, Submittal Review and Issuing of design changes., • Minimum 5+ years of successful construction project management experience in both Ground Up and Renovation projects., • Bachelor’s Degree in construction management, Engineering or Architecture a plus, • Strong communication skills at multiple project levels ranging from tradespeople to client or facility executives., • Ability to work under tight deadlines and handle multiple tasks., • Experience working in occupied environments. Employee contributions and waiting periods may apply: • 401(k), • Medical, • Dental, • Life and Accidental Death Insurance, • Short and Long-Term Disability Insurance, • Flexible Spending Account, • Health Reimbursement Account Blumenfeld Development Group, Ltd. is an Equal Opportunity Employer.

Job Description Owner’s Representative Firm – New York Metropolitan Area Work Location: In Person Our expanding Owner’s Representative firm is seeking an experienced Real Estate Development Project Manager with a strong background in commercial real estate development, site feasibility, zoning analysis, entitlements, and architectural coordination to join our growing team. We specialize in large-scale commercial new construction and complex alteration projects. We are not involved in single-family residential construction. Only applicants with relevant commercial real estate development experience will be considered. We offer a collaborative working environment and a diverse portfolio of ground-up and repositioning projects throughout the New York metropolitan area. Position Overview The Real Estate Development Project Manager will oversee projects from site evaluation and pre-development through entitlements, design development, and construction coordination. The successful candidate will ensure projects are strategically analyzed, properly entitled, financially viable, and executed in a timely and effective manner. This role requires a professional who understands the full development lifecycle — including land use regulations, zoning constraints, feasibility modeling, permitting pathways, and architectural document coordination. The Development Project Manager will serve as a key liaison between ownership, consultants, architects, engineers, land use attorneys, expeditors, and public agencies. Key Responsibilities Development & Feasibility • Conduct site feasibility analysis, including zoning and land use research., • Interpret zoning codes and assess development potential (FAR, use groups, height, setbacks, parking, etc.)., • Evaluate acquisition opportunities and provide high-level development yield studies., • Identify regulatory constraints and entitlement risks early in the process., • Manage entitlement processes with local, state, and federal agencies., • Coordinate with land use attorneys and expeditors to secure necessary approvals., • Oversee preparation and submission of permit applications., • Track regulatory approvals and maintain permitting schedules., • Oversee design development from schematic design (SD) through 100% construction documents (CDs)., • Coordinate architects and consultants to ensure compliance with zoning and development objectives., • Review drawings for alignment with project scope, budget, and regulatory requirements., • Manage scope development and consultant contracts., • Develop and manage pre-development and project budgets., • Prepare and review cost estimates throughout SD, DD, and CD phases., • Evaluate bid proposals and produce bid analysis with award recommendations., • Track project costs, change orders, and budget adjustments., • Represent ownership in meetings with architects, consultants, contractors, and agencies., • Manage multiple projects at varying stages of development., • Oversee project schedules from pre-development through construction., • Monitor construction progress for alignment with approved documents., • Minimum 5 years of experience in commercial real estate development, land use, or owner’s representation., • Demonstrated experience with:, • Zoning analysis and land use research, • Site feasibility studies, • Entitlement and permitting processes, • Architectural coordination, • Experience in the New York metropolitan area strongly preferred., • Strong understanding of building codes and regulatory frameworks., • Ability to read and interpret architectural drawings and development plans., • Proficiency with Microsoft Office (Excel, Outlook, Project)., • Experience with development budgeting and financial tracking, • Familiarity with field or project management software (e.g., Procore) a plus, • Strong written and verbal communication skills.

Job DescriptionOverview: SimpleCITI Companies is a vertically integrated real estate and specialty finance platform built to execute across the full investment lifecycle. Our operating companies specialize in real estate acquisitions, investment advisory, property management, development, and specialty lending. Backed by a multi-generation family office legacy, SimpleCITI offers differentiated real estate and private investment solutions to institutional and private wealth investors. Our operating companies include: • SimpleEQUITIES – Private Equity Real Estate, • SimpleADVISORY – SEC-Registered Investment Adviser, • SimpleMANAGE – Commercial Property Management, • SimpleBRICKS – Development, • SimpleSPACES – Industrial & Warehouse Platforms Job Description: SimpleCITI is seeking a results-driven Director of RIA & Family Office Distribution to support and expand distribution of SEC RIA-advised real estate and specialty finance investment products. This role is responsible for developing and managing relationships across the RIA, family office, and private wealth channels, driving product approvals, capital inflows, and long-term advisor partnerships. This is a hybrid role, combining in-office collaboration with client-facing travel, meetings, and industry events. Key Responsibilities: Advisor & Relationship Development: Develop and maintain strong relationships with Registered Investment Advisors (RIAs), family offices, and select institutional-adjacent investors. Product Distribution & AUM Growth: Execute distribution strategies to drive product adoption and asset growth across SimpleCITI’s investment offerings. Product Presentation & Education: Present investment products through in-person and virtual meetings, webinars, conferences, and industry events. Market Intelligence & Opportunity Identification: Monitor advisor demand, competitive offerings, and industry trends to identify new distribution opportunities. Primary External Point of Contact: Serve as the primary relationship manager for external advisors, providing ongoing support, follow-up, and communication. Internal Coordination & Alignment: Collaborate with internal investment, operations, marketing, and compliance teams to ensure alignment between distribution efforts and operational capabilities. Sales & Marketing Support: Assist in the development of sales materials, product decks, and advisor-facing communications tailored to specific client needs. Compliance Partnership: Coordinate closely with the compliance team to ensure all sales and marketing activities adhere to regulatory requirements. Field Feedback & Strategic Input: Provide structured feedback from advisor interactions to support product refinement and strategic planning. Requirements Qualifications: • Proven track record in wholesaling investment products, preferably within the RIA, real estate, or specialty finance sectors., • Established relationships with RIAs are required., • 3+ Years of Experience, • Deep understanding of real estate investment vehicles (e.g., REITs, private equity funds, 1031 exchanges) and specialty finance products., • Exceptional communication and presentation skills with the ability to convey complex concepts clearly and persuasively., • Strong organizational skills and the ability to balance external and internal responsibilities effectively., • Proficiency in CRM tools and data analysis to track client interactions and sales performance., • Bachelor’s degree in finance, business, or a related field. Advanced degrees or certifications (e.g., CFA, CAIA, Series 7, 63, 65/66) are preferred.

Job DescriptionSalary: 90,000-120,000 NKSFB, LLCis the largest business management firm in the country, with more than 650 employees working from seven offices in the Los Angeles and New York City area. We work alongside the worlds top artists in music, film, and television, as well as athletes, executives, entrepreneurs, and other high achievers, offering a sophisticated range of concierge-style services to meet their lifestyle management needs. Job Title:Senior Tax Accountant Reports To:Tax Manager FLSA Status:Exempt Department:Tax Your Role:The Tax team in Garden City is hiring a Senior Tax Preparer to join our dynamic group of tax professionals.This selected candidate is influential in the process of preparing tax returns and assisting clients with various tax matters. The Senior Tax Preparer gathers and reviews client tax documents to prepare necessary individual, partnership, estate, corporate, and/or trust tax returns. The ideal candidate has a solid understanding of common tax rules, tax compliance, and tax regulations. This person is also knowledgeable in tax accounting principles. You are a confident and professional communicator, with exceptional time management and organizational skills. The selected candidate will be expected to perform the following duties: What will you do? • Preparation of federal and multi-state income tax returns., • Partner closely with high-net-worth individuals, large family groups, and family offices to handle tax work papers for their businesses, investments and estate planning entities., • Prepare tax accounting adjustments and financial statements for individuals, corporations, partnerships, trusts, and estates., • Prepare personal, corporate, partnership, and estate/trust tax returnsof varying complexity., • Prepare payroll tax returns for state and federal reporting., • Understand client tax issues and situations and assist with tax research., • Identify and recommend tax strategies that better position a clients understanding of tax law., • Correspondence with tax authorities, and/or IRS inquiries. Draft responses to governmental queries, notes, or mandates., • Assistother team members with accounting responsibilities, as necessary., • Uphold the firm's code of ethics and business conduct. What Do you Need to Succeed: • Competency in Microsoft applications including Word,Excel and Outlook., • Self-motivated with excellentorganization skills., • Strong verbal and written communication skillsa must., • Attention to detail and ability to multi-task is amust., • Strong organizational and problem-solving skills., • Exceptional interpersonal skills., • Friendly and professional demeanor., • Ability to work well with a team and pitch in when needed. Education and Experience Requirements: • High School diplomarequired., • Bachelor's degreein Accounting, Finance, or related field from an accredited institution preferred., • 2+ years of experience working within a corporate tax department is preferred., • 2+ years of experience preparing complex tax packages., • Experience working with tax preparation software such as BNA and CCH Axcess., • Licensed CPA or Enrolled Agent preferred. Physical Demands and Work Environment: • Standing, walking, crouching, and regular lifting up to 15 pounds., • Frequent use of hands and reaching with hands and arms., • Regularly talking, hearing, seeing, and sitting., • Moderate to loud noise level., • Risk of electrical shock. Salary Range: The salary range for this role is $90,000 - $120,000 and represents the firms good faith and reasonable estimate of the range of possible compensation at the time of posting. Actual compensation will be dependent upon a number of factors, including but not limited to, the candidates relevant experience, qualifications, and location. What We Offer:NKSFB offersa great variety of benefits and perks to our employees. Some of these include: • Medical, Dental and Vision coverage, • Flexible Spending Account, • Basic Life and AD&D, • Voluntary Life and AD&D, • Long Term Disability, • Voluntary Critical Illness and Cancer, Hospital Indemnity and Accident Coverage, • Genetic Screening and Cancer Support, • Pet Insurance, • Accrue 15 PTO days annually, • 401k, Match andProfit Sharing Plan, • 10 Paid Holidays and 1 Floating Holiday The job duties listed are typical examples of work performed by positions in this job classifications and are not designed to contain or be interpreted as a comprehensive inventory of all duties, tasks and responsibilities. Employees may also perform other duties as assigned. NKSFB, LLCis an Equal Opportunity Employer and is committed to diversity and inclusion. If youre a qualified candidate with a disability and you need a reasonable accommodation in order to apply for this position, please contact us . We collect your personal information when you apply for employment at NKSFB, LLC. To learn more about our data privacy practices, please view ourEmployee Privacy Policy. #ZR