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estate planning in New York City

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  1. Trust and Estates Paralegal-NYC Law Firm

    Trusts & Estates Paralegal New York, NY (Or Connecticut) Company Description National Law Firm Job Description National law firm seeks a degreed legal assistant with at least three years of legal assistant/administrator experience in estate and trust administration for its Tax and Private Client Department. The qualified candidate should be able to assist attorneys in the following areas: handling all phases of complex estate and trust administration, including both foreign and domestic; ...

  2. Marketing Manager

    REAL New York is seeking an experienced full time Marketing Manager/Office Administrator to join the team at our boutique brokerage based in the Lower East Side. This position is responsible for many key aspects of our firm—predominantly executing office administration needs and developing a marketing platform. The ideal candidate must have a close affinity for detail, a passion for developing marketing methods through social media and beyond, some understanding of the real estate market, excellent ...

  3. Real Estate Agent (Residential and Commercial)

    REAL New York is seeking an experienced and licensed Commercial Retail Real Estate Professional as well as expert Residential Real Estate Agents to join the team at our boutique brokerage based in the Lower East Side. This position is responsible for executing the entire retail leasing process for REAL New York’s inventory of exclusive properties as well as opportunities in the open market. The ideal candidate must have experience in residential or retail leasing, a comprehensive understanding of the ...

  4. Director of Operations

    REAL New York is seeking an experienced full time Director of Operations to join the team at our boutique real estate brokerage. Having just launched in November of 2013, REAL New York is already a leading brokerage in the Lower East Side with plans for expansion. We need a team member with dynamic leadership skills who will be able to execute the vision of REAL New York’s future and launch its development from a start-up environment. If you are up for this challenge, then there truly is no limit to ...

  5. Tax Manager/CPA---Estate and Trust---High Profile Role

    Progressive CPA/Consulting Company, seeks experienced, self starter to focus on the following key position: --Review complex gift, estate and fiduciary income tax returns, including related schedules and forms. --Review of ficuciary accountings for estates and trusts. --Provide tax planning and consulting to our firm's high net worth clients, for estate and individual income taxes. --Research and consult on various estate, gift and trust related issues, such as trustee and beneficiary issues, ...

  6. Sales/Customer Service - Immediate Start

    We are looking to fill entry-level customer service positions which will fuel the growth we plan over the next 12 months on the East Coast and throughout the US.   If you're looking for opportunity to have an impact and grow both personally and professionally, this could be the match for you! We provide ALL training, which means you don't need any experience at all, although of course, it would be a benefit!   The people that we want to join our team don't need to be the finished article, but ...

  7. Trusts Estates Tax Manager

      Tax Manager - Trusts & Estates/Fiduciary Tax (cpa firm)   Job #: 0114-008 Salary:   125,000 – 150,000    Location: NYC or Long Island Industry:  Public Accounting firm Reports to: Partner Relocation: Negotiable   Regional CPA firm seeking to add a Trusts & Estates Tax Manager to its staff.   Responsibilities:   Assume full responsibility for directing multiple engagements Review estate fiduciary income tax returns along with the decedent’s final individual tax return. Review trust ...

  8. Architect

    Large NYC Real Estate firm seeking experienced architect.   Qualifications: Bachelor’s degree, or equivalent, in Architecture is required, Master's Degree preferred. 15 + years of experience required, preferably on commercial and retail properties across the Tri state area   Required Skills: Possess strong hand and advanced CAD drafting skills. Proficiency in AutoCAD. Proficiency in MS Office, including Word, Excel and Outlook. Proficiency in 3D Modeling software, with a preferred focus ...

  9. Entry Level - We Will Train!

    We are looking to fill an entry-level marketing position which will fuel the growth we plan over the next 12 months on the East Coast and throughout the US. If you're looking for opportunity to have an impact and grow both personally and professionally, this could be the match for you! We provide ALL training, which means you don't need any experience at all, although of course, it would be a benefit! The people that we want to join our team don't need to be the finished article, but they will ...

  10. Investment Counselor - Business Development - Private Client Group

    My Client is one of the world’s largest and most successful investment management firms, and currently has some 7,500 staff operating in 22 offices worldwide.  Competitors include leading major wealth management banks and investment management houses. The Firm has assets in excess of $1.2 trillion, with assets of $15 billion held within its Private Client Group. Notwithstanding its enormous success, the Company keeps a very low profile and shuns the star system popular in the investment management ...

  11. Mortgage Specialists – Lucrative Opportunity **

    EMS is one of the largest credit card processing firms in the US and is seeking seasoned, aggressive, dynamic mortgage brokers and real estate agents that are looking to regain the financial strength once offered by the mortgage and real estate industry. Working 5 times as hard to make half of the money? Superior closing skills going to waste due to approval guidelines? Working on reduced commissions in a fading industry? Looking for a sound business that offers a consistent income backed with a ...

  12. Mortgage Brokers - New Industry

    EMS is one of the largest credit card processing firms in the US and is seeking seasoned, aggressive, dynamic mortgage brokers and real estate agents that are looking to regain the financial strength once offered by the mortgage and real estate industry. Working 5 times as hard to make half of the money? Superior closing skills going to waste due to approval guidelines? Working on reduced commissions in a fading industry? Looking for a sound business that offers a consistent income backed with a ...

  13. Commercial Loan Underwriter

    The Commercial Loan Underwriter will oversee, process and recommend commercial loans for the Business Services Department. This individual will be well-versed, and possess extensive knowledge of all phases of the loan processing including sales/origination, processing, underwriting, pre-closing, and post-closing procedures. The incumbent must demonstrate solid industry knowledge, and familiarity with state and federal regulations to ensure regulatory compliance. While possessing knowledge relative to ...

  14. Tax Partner – Public Accounting

    Our Public Accounting Client is seeking a Tax Partner to join their rapidly growing team in the Mid-Manhattan New York City office immediately. Recognized as a premier Public Accounting and Advisory & Management Consulting organization, their brand is their people which consists of some of the most energetic, passionate, and collaborative group of CPAs and professionals that strive to provide innovative solutions to the businesses, individuals, and communities they serve nationwide. Named one of the ...

  15. WANTED : Paid Travel  | National Sales | No Limit Commiss

    If you are coachable, have an infectious attitude or the ability to easily make friends, EPG may have a home for you! EPG is a national merchant services ISO for First Data Corporation (www.firstdatacorp.com) . We are seeking to grow our new business development team.   Outside Sales Executive EPG is seeking 3-4 Outside Sales Executives to add to our sales force. Outside Sales Executives (OSE) travel 2-3 weeks out of each month to pre-determined locations (of your choice) within the U.S. to ...

  16. Procurement Manager

    Procurement Manager   Major Real Estate company located in NYC is currently seeking an individual to manage the competitive bid and procurement functions for their expanding department.   Responsibilities: Prepare competitive Requests for Proposal (RFPs) and analyze bid responses considering factors such as total cost of ownership (TCO) to the Company, quality of product/service, commercial risk, selection of equipment or material suppliers and subcontractors, and any added value to the ...

  17. Sales/Customer Service - Immediate Start

    We are looking to fill entry-level customer service positions which will fuel the growth we plan over the next 12 months on the East Coast and throughout the US.   If you're looking for opportunity to have an impact and grow both personally and professionally, this could be the match for you! We provide ALL training, which means you don't need any experience at all, although of course, it would be a benefit!   The people that we want to join our team don't need to be the finished article, but ...

  18. Product Managers, Private Equity Portal Solutions (69187)

    Salary Range: $110,000.00 to $125,000.00 Role can be in New York or Boston   Key qualifications for the Product Manager role include: Domain Expertise Candidates should have experience in providing software solutions to the financial services industry; a focus on alternative investment solutions strongly desired For this particular position, the candidate should have a background working with or at firms investing in real estate assets, either directly or via funds.  Ideally, they would have ...

  19. Tax Partner-Public Accounting

    Tax Partner Public Accounting, New York, NY Our Public Accounting Client is seeking a Tax Partner to join their rapidly growing team in the Mid-Manhattan New York City office immediately.  Recognized as a premier Public Accounting and Advisory & Management Consulting organization, their brand is their people which consists of some of the most energetic, passionate, and collaborative group of CPAs and professionals that strive to provide innovative solutions to the businesses, individuals, and ...

  20. Estate and Trust Tax Manager - Public Accounting

      Estate and Trust Tax Manager- New York City, NY Job Description We are accepting resumes for our client for specialized Public Accounting Estate & Trust Tax Manager to join their rapidly growing team in the Mid-Manhattan office immediately.  This position would provide the individual with a partnership track while encouraging work life balance. Recognized as a premier Public Accounting and Advisory & Management Consulting organization, their brand is their people which consists of some of the ...

  21. Insurance / Annuity Agent - Training and Leads Available Now

    Retail Representative RetireCo Representatives provide college, estate, insurance and retirement planning to individuals, families and businesses across the United States. Each Representative remains independent and operates under a license agreement, while having the opportunity to select the products they offer from dozens of top-rated insurance carriers. Our Representatives never limit their clients in product availability. RetireCo Representatives typically meet with prospective clients at ...

  22. Audit Senior

    My client, a national top 10 CPA firm, is looking to add an Audit Senior to its NYC office. Despite its national size, this NYC office has a midsized feel and atmosphere...along with top 10 money and resources. The Audit Associate works directly with corporate clients, under the supervision of Managers. The primary responsibilities of this position include: Gain an understanding and assist in planning multiple audit assignments in Real Estate, Construction, Nonprofit, Manufacturing and many more ...

  23. Audit Supervisor/Manager

    My client, a smaller midsized CPA firm with several offices, is looking for an Audit Supervisor or Manager in its Manhattan office. The firm has concentrations in Real Estate, Business Management, Retail, Medical, Broker/Dealer & Investment Partnerships. The firm is experiencing outstanding growth, both organic and strategic mergers, and offers outstanding possibilities for internal growth and development. They are looking for that next generation of Firm leadership. This role has tax ...

  24. Staff/Sr Level Public Accountant

    My client, a smaller midsized CPA firm with several offices, is looking for a 2-5 year Accountant for its Long Island office. Located in central Nassau County, the firm has concentrations in Real Estate, Business Management, Retail, Medical, Broker/Dealer & Investment Partnerships. The firm is experiencing outstanding growth, both organic and strategic mergers, and offers outstanding possibilities for internal growth and development. They are looking for that next generation of Firm leadership. ...