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The Senior Tax Manager will supervise and coordinate staff in preparing a full array of tax returns to include 1040, 1120, 1065, 990, 706, 709 individual, partnership, corporate, fiduciary, and tax ...

Aggressive calling program targeting Controllers, Property managers, and 1031 Exchange, title and escrow companies, HOA, fiduciary segments for new business growth of all existing relationships

The asset management division of a large portfolio company is seeking a smart, energetic and affable person to join its legal department as the lead funds attorney. The ideal candidate will demonstrate an ability to proactively manage assignments independently and collaboratively, and work on a v...

About Dovetail + Co Dovetail + Co is a creative, full-service hotel real estate investment firm headquartered in New York City with assets from Hawaii to Bermuda. Founded in 2018, we currently own interests in and/ or manage seven hotels and 17 bars and restaurants with AUM in excess of $325 mi...

Initiate and develop new deposit and commercial lending relationships and close sales of deposit services and loans in Commercial Lending. Actively partner with RM's and other EWB sales professionals in the Commercial Banking, Private Banking and Middle Market segments to acquire, expand and reta...

FAMILY LEGAL CARE Mission: Family Legal Care’s mission is to increase access to justice in New York State Family Court. We combine legal guidance, easy-to-access technology, and compassionate support to help unrepresented parents and caregivers self-advocate on critical family law issues, while...

The role involves managing all aspects of estate and trust administration, including probate processes (with a preference for familiarity with NJ, NY, and FL probate), client interactions, coordination with financial planners and accountants, and the preparation of estate tax returns and fiduciar...

Our client’s Corporate Trust group represents the leading corporate and municipal trustees in the United States banking industry and regularly represents financial institutions acting as corporate trustees and in other agency and/or fiduciary capacities in domestic and global financings. The firm...

Job Title: Attorney - Support and Lien Recovery Litigation Unit (SLRLU) Location: New York, NY Overview: The Support and Lien Recovery Litigation Unit (SLRLU) encompasses various sections responsible for the litigation and recovery of Medicaid costs, public assistance, and child support. SLRLU se...

Reporting to the Agency President and with direction and guidance from the Department of Diversity and Civil Rights, the Agency Chief Equal Opportunity Officer (ACEOO) serves as the Agency’s EEO Officer. Daily fiduciary duties of the ACEOO include the administration of the Agency’s EEO Program a

The investigation, evaluation and disposition of new and existing Directors & Officers Liability claims including possibly Employment Practices Liability and Fiduciary Liability claims. Join us as a Senior Complex Claims Director- Financial Lines D&O to grow your experience in Claims. Our Claims ...

Job Title: Attorney - Support and Lien Recovery Litigation Unit (SLRLU) Location: New York, NY Overview: The Support and Lien Recovery Litigation Unit (SLRLU) encompasses various sections responsible for the litigation and recovery of Medicaid costs, public assistance, and child support. SL...

Conduct independent tax research to stay abreast of changes in tax laws and regulations. Proficient in MS Office suite and CCH ProSystem Tax, or equivalent tax software. Contribute to the preparation of corporate, fiduciary, and tax-exempt entity tax returns as needed.

Provides mentoring and advice to fiduciary associates through a strong knowledge of fiduciary norms. This position collaborates with the relationship team to provide fiduciary services to high net worth clients bringing a high level of expertise with a focus on relationship expansion and retentio...

Reporting to the Agency President and with direction and guidance from the Department of Diversity and Civil Rights, the Agency Chief Equal Opportunity Officer (ACEOO) serves as (The Agency's) EEO Officer. Daily fiduciary duties of the ACEOO include the administration of (The Agency's) EEO Progra...

Daily fiduciary duties of the ACEOO include the administration of the Agency's EEO Program and Title VI Program, assessing the Agency's activities, initiatives, and strategies to ensure diversity, inclusion, and nondiscrimination; and the review, monitoring, and audit of the Agency's policies and...

Each board member is responsible for nominating 2 new members of the board at the end of their tenure to ensure board continuity. Review and respond to communications from the Board Chair(s), Board Officers, and Executive Director in a timely manner. Assist the Board in carrying out our fiduciary...

Daily fiduciary duties of the ACEOO include the administration of (The Agency's) EEO Program and Title VI Program, assessing (The Agency's) activities, initiatives, and strategies to ensure diversity, inclusion and nondiscrimination; and the review, monitoring and audit of (The Agency's) policies...

Fiduciary Accountant / Paralegal. The Fiduciary Accountant/Paralegal will work with our Individual Client Services Department and be responsible for the preparation of estate, gift, and income tax returns and estate and trust accountings.

Fiduciary Accountant / Paralegal. SourceProSearch is seeking a Fiduciary Accountant/Paralegal will work with our Individual Client Services Department and be responsible for the preparation of estate, gift, and income tax returns and estate and trust accountings.

Applies principles of fiduciary accounting to analyze financial information and prepare income, estate.ESSENTIAL DUTIES AND RESPONSIBILITIES.Prepares and files Federal and state estate tax and gift tax returns.Prepares and files Federal and state fiduciary income tax returns.Prepares estate and t...

Senior Tax Manager with Trust and Estate. Significant experience in working with estate tax, gift tax and fiduciary income tax returns;. About the job Senior Tax Manager (Trusts & Estates).

Citi Agency & Trust offers a full array of fiduciary, agency, depositary and administrative services across the debt capital markets. Citi Agency & Trust is a leading provider of corporate trust services. Globally, Citi Agency & Trust administers in excess of US $8.

Researching and consulting on various estate, gift, and trust related issues, such as trustee and beneficiary issues, Crummey obligations, and generation skipping tax issues. Reviewing of fiduciary accountings for estates and trusts.

The Finance Department provides confidence to all stakeholders in the scale and fiduciary responsibility of Planned Parenthood Federation of America (PPFA), Planned Parenthood Action Fund (PPAF) and its related entities, and Planned Parenthood Global (PP Global) and its related entities (collecti...

As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare for and assist in client meetings on compliance and consulting pr...

As a Trust & Estate Tax Senior Manager, you'll work alongside an integrated team of seasoned, well-known CPAs and industry leaders. Reviewing complex gift, estate, and fiduciary income tax returns, including related schedules and forms. Reviewing of fiduciary accountings for estates and trusts.

Fiduciary Accountant / Paralegal. SourceProSearch is seeking a Fiduciary Accountant/Paralegal will work with our Individual Client Services Department and be responsible for the preparation of estate, gift, and income tax returns and estate and trust accountings. Preparation of probate/fiduciary ...

Our attorneys litigate trust disbursement and management issues, breach of fiduciary duty and illusory trust issues, and millions of dollars per year in recovery of Medicaid monies. * SNT and ...

... fiduciary duties, conflicts of interest, and key service provider agreements • Guide legal due diligence, negotiate investment agreements, and support fund investments, co-investments, and ...

Litigate issues surrounding trust disbursements, fiduciary duties, illusory trusts, and Medicaid recoveries. * Trust Removal & Surcharge: Pursue the removal and surcharge of trustees or guardians ...

Aggressive calling program targeting Controllers, Property managers, and 1031 Exchange, title and escrow companies, HOA, fiduciary segments for new business growth of all existing relationships

Must have an owner's mentality and act as a fiduciary for each asset and investment. * Sophisticated financial skills and capital markets perspective with ability to structure investments to achieve ...

Excellent business acumen and fiduciary skills with a robust knowledge of financial management and reporting. Comprehends financial variables, how to find them, and how to place them in a business ...