Fiduciary Jobs in New York
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Search Results - Fiduciary Jobs in New York
Vertex Global Solutions-New York
Our client an International Law Firm is seeking a Fiduciary Accountant with law firm experience- salary $150-$200K DOE, plus amazing benefits. this person will apply principles of fiduciary accounting to analyze financial information and prepare...
resume-library.com -
CyberCoders-New York
calculations, for fiduciary returns
• Review financial statements and perform accounting and adjusting entries, bank reconciliations, and client books and records
• Review complex tax planning projections for individual and corporate estimated tax liability...
mindmatch.ai -
Wilshire Advisors LLC-New York
of laws and regulations related to investment management and advisory services provided to retirement plans, corporate and government pensions, foundations, and endowments. Experience advising on ERISA fiduciary considerations and prohibited transactions...
resume-library.com -
Citigroup-New York
The Wealth Management Business Risk & Controls Governance Manager will lead the development and implementation of a robust governance framework specifically for fiduciary risks, including but not limited to Retail Non-Deposit Investment Products...
Phaxis LLC-New York
and state estate, fiduciary, individual and other tax returns. You will also provide valuable input to the development of tax planning strategies, articulating these to Trust Officers, Relationship Managers, clients, and other internal and external...
resume-library.com -
Trustpoint.One-New York
Review of Form 1041s prepared by outside accountants
• Preparation of receipt and release agreements, fiduciary appointments and tax planning
• Preparation of basic estate planning documents such as wills and trusts
• Liaise with attorneys, paralegals...
mindmatch.ai -
Fawkes IDM-New York
Responsibilities
Represent clients in estate litigation matters, including will contests, trust disputes, and breach of fiduciary duty claims.
Provide legal advice to clients on matters related to estate planning, including probate and tax issues...
resume-library.com -
Lexitas Legal Talent Outsourcing-New York
are flexible. Rate is $40/hr.
The attorney will draft and mark up various forms and “how-to” type practical guidance for a wide range of trusts & estates topics, with a focus on probate, fiduciary litigation, guardianships and other contested T&E matters...
mindmatch.ai -
Direct Counsel, LLC-New York
and partnership disputes); real estate lending, financing and leasing disputes; fiduciary litigation; contract disputes; business tort disputes including fraud and breach of fiduciary duty; noncompete and trade secret disputes, shareholder derivative disputes...
resume-library.com -
Citigroup-New York
and maintain working relationships with support partners including risk oversight, client service and fiduciary oversight teamsActively participate in strategy discussion, monitor market conditions, credit trends, trading technical factors and provide ongoing...
RSM US LLP-New York
opportunities, including succession planning, wealth transfer planning, and tax compliance
• Manage and oversee the engagement team focused on entity, individual, fiduciary, and gift / estate taxation and provides consistency in tax preparation due...
mindmatch.ai -
HSBC Group-New York
Transfer Agency, and Trustee & Fiduciary Services;o Elements of market risks and associated Greeks such as delta, gamma, credit spread, interest rate sensitivity, vega/volatility, drivers of markets P&L and risk-based P&L attribution; ando Supporting...
MP: Wired for HR-New York
a proven track record of offering fiduciary guidance to our private client group. Their expertise supports all aspects of financial planning including investment strategy, insurance, aligning with our clients short- and long-term goals and helping them...
mindmatch.ai -
Citigroup-New York
with client service and fiduciary oversight internal partnersDaily portfolio management of model/custom accountsContribution to overall investment strategy, design, and implementation of portfolio and risk guidelinesOn-site prospect/client interactions, client...
New York
Reg 9 reviews and work with Investment Managers to align portfolios with the applicable fiduciary investment guidelines.
• Ensure client portfolios are in keeping with goals established for the account through the Investment Policy Statement and all...
rockco.com -
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