Fiduciary Jobs in New York
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Search Results - Fiduciary Jobs in New York
Donna Cornell Enterprises, Inc.-New York
Responsibilities
Prepare and review estate and trust fiduciary accountings
Prepare and review related filings, planning and analysis for all fiduciary accountings and returns
Ability to prepare and review fiduciary income tax returns, gift tax returns, federal...
resume-library.com -
New York
of the collaborative, team-centric approach to client servicing across the Wealth Management division and participating in business development efforts.
Responsibilities:
• Manage fiduciary relationships and apply knowledge of fiduciary and estate planning strategies...
rockco.com -
RecruitNRefer-New York
consulting and planning for individual, fiduciary, not for profit (private foundation), gift and estate tax
Skills/Knowledge:
Significant experience providing gift and estate planning strategies to high-net-worth clients
Significant experience in working...
resume-library.com -
TotalMed Staffing-New York
retirement plan, and fiduciary services offered through Creative Planning. You will have low fee, low cost funds such as Vanguard and a variety of other investment selections that will help you reach financial security and ultimately, financial freedom!
We...
Fawkes IDM-New York
communication with clients, financial planners and accountants
Preparation of federal and state estate tax returns and fiduciary accountings
Distribution of estate assets and trust funding, etc.
Requirements
5+ years of experience in a similar type role...
resume-library.com -
TotalMed Staffing-New York
retirement plan, and fiduciary services offered through Creative Planning. You will have low fee, low cost funds such as Vanguard and a variety of other investment selections that will help you reach financial security and ultimately, financial freedom!
We...
redShift Recruiting-New York
Preparation and review of estate, fiduciary & income tax returns, settlement papers of estates & trusts.-
Assembles & organizes financial records for estate tax returns & audits-
Assists clients with retitling assets-
Drafts, edits & reviews probate...
smartsearchonline.com -
TotalMed Staffing-New York
retirement plan, and fiduciary services offered through Creative Planning. You will have low fee, low cost funds such as Vanguard and a variety of other investment selections that will help you reach financial security and ultimately, financial freedom!
We...
Deutsche Bank-New York
fiduciary, custody, and investment advisory tax processing and ensuring compliance with all applicable local, state, and federal tax obligations. […]
What We Offer You A diverse and inclusive environment that embraces change, innovation, and collaboration...
efinancialcareers.com -
Zurich Insurance Company Ltd.-New York
liability products (D&O, EPL, Crime and Fiduciary), for publicly traded commercial (non-FI) companies of all sizes. The position will have technical, production/transactional, and market-facing responsibilities; and it will also make contributions...
Liberty Mutual-New York
the acceptability of risk for Directors & Officers, Employment Practices, Fiduciary and Crime Liability products, primarily for private and not-for-profit commercial industry classes. Partners with brokers to manage a book of business, both new and renewal, which...
mindmatch.ai -
J&M Business Solutions LLC-New York
research, consulting and planning for individual, fiduciary, not for profit (private foundation), gift and estate tax
Skills/Knowledge:
Significant experience providing gift and estate planning strategies to high-net-worth clients
Significant experience...
resume-library.com -
TotalMed Staffing-New York
retirement plan, and fiduciary services offered through Creative Planning. You will have low fee, low cost funds such as Vanguard and a variety of other investment selections that will help you reach financial security and ultimately, financial freedom!
We...
Career Service | Take your Career to the next level-New York
with clients, financial planners, and accountants
Prepare federal and state estate tax returns and fiduciary accountings
Distribute estate assets and trust funding
Conduct deed work and other related tasks
Requirements:
Minimum of 5 years of experience...
resume-library.com -
Hiscox-New York
to become America’s Leading Small Business Insurer. In this role, this leader is charged with leading our underwriting for our Private D&O, EPL, Fiduciary and Crime products through both our Digital and Traded channels. The role reports to the SVP...
appcast.io -
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