Family Wealth Sr. Fiduciary Advisor - Tarrytown

We are seeking a Senior Tax Advisor to support the Fiduciary/Trust Tax Services practice with tax compliance engagements. The role involves preparing and delivering tax information statements, tax returns, and related reporting for agency, custody, and fiduciary accounts.Prepare ...

EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. · ...

The Trust Officer is responsible to develop deepen and maintain relationships with investment management clients trust clients beneficiaries and other interested parties for an assigned book of business and is expected to maintain and expand the network of centers of influence. · ...

The Trust Officer is responsible to develop deepen and maintain relationships with investment management clients trust clients beneficiaries and other interested parties for an assigned book of business. · Performs responsibilities related to creating and administering personal t ...

· The Trust Officer is responsible to develop deepen and maintain relationships with investment management clients trust clients beneficiaries and other interested parties for an assigned book of business and is expected to maintain expand the network of centers of influence The ...

+ Develop, deepen, and maintain relationships with investment management clients, trust clients, beneficiaries, and other interested parties for an assigned book of business · + Performs responsibilities related to creating and administering personal trusts, investment agency, IR ...

A Trust Officer is responsible for managing and administering assigned books of accounts with a focus on Special Needs Trusts. · ...

We are seeking an experienced Commercial Litigation Attorney to join our team in White Plains. · ...

We are seeking an experienced Trusts & Estates Attorney for our prominent Regional Law Firm. As a T+E Attorney you will advise high-net-worth clients on estate planning strategies including wealth preservation tax minimization and trust structuring handle probate proceedings esta ...

Up to 180k Base Trusts and Estates Attorney Hybrid in White Plains · Estate & Tax Planning: Advise high-net-worth clients on estate planning strategies, including wealth preservation, tax minimization, and trust structuring. · ...

We're hiring a Director of Business Development to own and grow Alder's professional referral ecosystem across NYC, Westchester, and surrounding areas. · ...

Honora Care Management & Consulting has spent more than a decade supporting older adults and their families with dignity, clarity, and deeply personalized care. · ...

Honora Care Management & Consulting has spent more than a decade supporting older adults and their families with dignity, clarity, and deeply personalized care. · We're hiring a Director of Business Development to own and grow Alder's professional referral ecosystem across NYC, W ...

Wearelookingfora highlytechnicaldetailorientedprofessionalwithstrongrecentpublicaccountingexperience.Theidealcandidatebringdeepknowledgetrustsandestatecompliance,strongcommunicationandclient-facing skillswithabilitytomanagecomplexengagementindependenceandaccuracy. · Thispositiono ...

The Attorney will provide day-to-day legal support for Morgan Stanley Wealth Management's investment advisory business. · Provide legal analysis and advice with respect to applicable rules, regulations and legal risk relating to the fiduciary standard of care. · Draft client agre ...

This role supports complex fiduciary, estate, gift, · and private foundation matters. · Prepare fiduciary income tax returns for estates · and trusts and maintain related accounting records. · Prepare estate, · gift, · & private foundation tax returns. · ...

We are currently looking to hire a VP, Fiduciary Tax Manager within The Private Trust Company to oversee all fiduciary and tax reporting responsibilities. · This senior leader will manage trust tax return preparation, third-party tax reporting, vendor oversight and serve as subje ...

A growing financial institution headquartered in Midtown Manhattan is seeking an experienced Trust Officer to establish and lead the development of a new trust services division. · Bachelor's degree required; advanced degree (JD, MBA, LLM in Taxation) preferred · Minimum 7–10+ ye ...

We are seeking a driven and experienced 401(k) Wholesaler to expand market share, strengthen advisor relationships, · and drive new plan acquisition throughout the Tri-State Area. · Cultivate relationships with plan sponsors · Promote bundled retirement plan services to third-par ...

The J.P. Morgan Private Bank offers high net worth individuals and families personalized financial solutions that integrate investment management trusts & estates and banking capabilities. · Analyze trust documents for legal tax administrative and investment issues. · Make recomm ...