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estate planning in New York City

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  1. Financial Advisor at Prudential

    Others will go on to develop a specialty, such as fee-based financial planning, insurance for business needs, or estate planning needs....

  2. Financial Consultant at AXA Advisors New York

    Retirement Planning Specialist*. , a provider of investment and insurance strategies, can help people define and achieve their life, retirement and estate goals...

  3. Financial Professional Associate at Prudential Financial- New Jersey

    Others will go on to develop a specialty, such as fee-based financial planning, insurance for business needs, or estate planning needs....

  4. Senior Tax Accountant at DeFreitas & Minsky LLP

    Our established firm consists of business entities in various industries, individual tax clients and estate planning....

  5. Office Administrator at Compass

    Experience at a startup or real estate brokerage preferred. Oversee planning and logistics associated with events and meetings....

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    1. Janitor/Custodian

      1. Job Title: Janitor/Custodian 2. Education and Experience Required: High school diploma or GED. Entry level experience in building maintenance, and capable of working in a building or similar setting. Basic knowledge of cleaning methods and products. 3. Work hours: 4:00 PM to 12:00 AM, OR 12:00 AM to 8:00 AM Monday-Friday. 4. General Description of Job: • Cleans and maintains building facilities. • Performs the necessary room set-ups for scheduled meetings. • Sweeps, mops, scrubs, and vacuums floors using cleaning solutions, tools, and equipment. • Cleans or polishes walls, ...

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    1. Trusts & Estates Paralegal

      Boutique Grand Central law firm is looking to hire a Trusts & Estates Paralegal. Prepare probate documents, marshal assets, valuation of assets, appraisal of assets. Preparation of federal and state tax returns, 706’s, ET-706’s. Preparation of estate planning documents, extensive client contact. Salary to 65K. Immediate hire! Interviews this week! https://nbocellistaffing.com/search ...

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      No Freelance
      No Telecommute

    1. QA Team Lead at ResiModel, Inc.

      Participation in daily standups and sprint planning. ResiModel is financially backed by multiple VC firms and commercial real estate companies....

    1. Senior Accounting Manager: Real Estate, Private Equity, Lending

      Large financial firm in NY needs: Senior Accounting Manager: Real Estate, Private Equity, Lending 6+ years experience in private equity and direct lending accounting a must​ Supervisory experience requiredFamiliarity with preparing and reviewing of capital call and distribution calculations, management fee calculations, waterfall calculations and preparation of financial statementsExperience ...

    1. Team Lead at Geller & Company

      This includes financial planning, analysis and reporting; The ideal candidate will have prior experience in providing financial planning and analysis support in...

    1. Part Time Men's Accessories Brand Ambassador

      MCG is a premier service organization that partners with both manufacturers and retailers to increase sales at store level. We provide in store services to department stores, mass merchants and stand alone retailers throughout the United States and Puerto Rico.Currently we have a 28 hours a week opening within the BRONX, NY market including the following areas:Pelham, NYManhasset, NYFlushing ...

    1. Middle Market Corporate Banking Team Leader at Santander Bank

      Provides sales coaching and ongoing mentoring for Relationship Managers in prospecting, account planning and client management....

    1. Trust and Estate Attorney with 3+ years of probate experience

      Job ID: PBXA94679New York City office of our client seeks attorney with 3+ years of prior experience in probate practice. The candidate will serve in the trusts and estates, private client and not-for-profit group. Must have estate planning experience (including drafting of wills, trusts and other estate planning documents) and estate and trust administration experience (including the ...

    1. Asset Management Program Analyst, GWM Private Bank Investment Strategy Team Analyst (New York, NY) at JPMorgan Chase - Asset Management

      The Private Bank is involved with every facet of wealth management, including investments, liquidity and credit management, and tax and estate planning....

    1. Dealer Network Development Manager

      The Dealer Network Development Manager is responsible for dealer development activities including increasing dealer sales performance, profitability, customer satisfaction, and retail registration effectiveness. This is a role designed for a sales professional who is in the early stages of their career. There is no previous network experience required for the role, but past field sales ...

    1. Independent Financial Advisor at Allied Wealth Partners

      Experienced financial planning resource center. We specialize in the diverse and critical areas of life and disability insurance strategies, investment...

    1. Solar Consultant (Outside Sales)

      This is a full-time position with Direct Energy Solar. As such, the role has a competitive base salary, commission program linked to performance, health care benefits, and the ability to advance quickly in a rapidly growing company.Solar Consultants receive company generated leads and are required to generate their own leads (50/50 mix). This position offers you the freedom to manage your own ...

    1. Office Services Supervisor at CBRE

      Previous experience within the Real Estate industry preferred. Assists in planning and execution of office activities (e.g....

    1. Senior Fixed Income Business Analyst (IT)

      Job Overview:The Sr. IT Business Analyst will work with the Portfolio Management, Trading, Risk, Accounting, Compliance, Audit, IT personnel to gather and analyze requirements and assist with the design, development, acquisition, testing, implementation and maintenance of systems and processes to meet or exceed the various business needs. The candidate will need to have a combination of 1) ...

    1. Member Service Representative (Part-Time) - Camp Foster at Navy Federal Credit Union

      Effective organizational, planning and time management skills. To provide members and prospective members the full range of products and services offered by...

    1. Managing Director - Investment Sales and Leasing

      Named one of Real Estate Forum’s Fastest Growing Companies for 2015, CPEX Real Estate is a commercial real estate firm located in Downtown Brooklyn that provides a full range of services, including sales, leasing, acquisitions and advisory, for both real estate and business owners. CPEX provides a fast-paced, professional, dynamic, and rewarding environment for all levels of sales experience. ...

    1. Member Service Representative-Iwakuni (Part-time) at Navy Federal Credit Union

      Effective organizational, planning and time management skills. To provide members and prospective members the full range of products and services offered by...

    1. Trusts & Estates Legal Assistant

      LegalSource is recruiting for an experienced T&E Legal Assistant for highly respected Fairfield County law firm. The successful candidate will have experience in the preparation of annual tax returns, preparation of tax forms for estates, strong attention to detail, accounting background a big plus. Our client offers a great work environment, full benefits including a great 401K savings plan, ...

    1. Member Service Representative-Camp Kinser (Part-time) at Navy Federal Credit Union

      Effective organizational, planning and time management skills. To provide members and prospective members the full range of products and services offered by...

    1. Top CPA and Advisory firm, is seeking an Audit Senior

      In this role you will perform field audits of clients, either individually or with the assistance of 1 or 2 junior accountants. Your responsibilities will include examining financial records and preparing reports of financial positions, results of operations, compliance reports, and internal control reports. Your ideas and recommendations on improving the client’s financial position and ...

    1. Member Service Representative-Yokota AB (Part-time) at Navy Federal Credit Union

      Effective organizational, planning and time management skills. To provide members and prospective members the full range of products and services offered by...

    1. Tax Manager – Real Estate

      Tax Manager – Real Estate Must be a US Citizen or Green Card Holder If the interview questionnaire is completed in detail not just yes and no answers your package can be on the hiring manager’s desk within 24 hour. This is a Hot Job listing they are looking to fill ASAP. The hiring manager uses this questionnaire to determine if he will take the time to review your resume.Job #: 0114 ...

    2. Associate Manager, Development Accountant for world renown Developer.

      General Summary: Team participant in the preparation of development companies financial statements. Extensive general ledger account analyses and all other accounting procedures in order to produce timely and accurate financial statements. Summary of Key Duties and Responsibilities: • Prepares, analyzes and distributes financial statements for development companies • Preparation and input ...

    3. Assistant Director Of Maintenance

      Large Real Estate Management Co. is seeking an Assistant Maintenance Director for a, multi-family property consisting of 46 buildings in Brooklyn. The Assistant Director ofMaintenance will assist the Director of Maintenance in the administration of the maintenance department by supervising the porter staff on a daily basis. Other major duties will include, but limited to: Supervising the ...

    4. Tax Senior  (cpa firm)

      Tax Senior (cpa firm)Must be a US Citizen or Green Card Holder If the interview questionnaire is completed in detail not just yes and no answers your package can be on the hiring manager’s desk within 24 hour. This is a Hot Job listing they are looking to fill ASAP. The hiring manager uses this questionnaire to determine if he will take the time to review your resume. Job Id: 0101-001Salary: ...

    5. Senior Fixed Income Business Analyst (IT)

      Job Overview:The Sr. IT Business Analyst will work with the Portfolio Management, Trading, Risk, Accounting, Compliance, Audit, IT personnel to gather and analyze requirements and assist with the design, development, acquisition, testing, implementation and maintenance of systems and processes to meet or exceed the various business needs.  The candidate will need to have a combination of  1) ...

    6. Tax Senior - Commercial - CPA Firm

      ZHM Recruitment Group is currently seeking well organized, self-starting Tax Seniors. Positions available in NYC, Melville, Woodbury, Jericho and Bellmore.Job Id: 0101-001Salary: 70-90kResponsibilitiesPrepare / Review Federal, Multi-National, Multi-State Corporate (C&S), Partnership, Individual, Trust, Estate tax returnsFederal and State Tax Audit RepresentationFederal tax research involving ...

    7. Sr Accounting Manager: Real Estate, Private Equity, Lending

      Large financial firm in NY needs: Senior Accounting Manager: Real Estate, Private Equity, Lending 6+ years experience in private equity and direct lending accounting a must​ Supervisory experience requiredFamiliarity with preparing and reviewing of capital call and distribution calculations, management fee calculations, waterfall calculations and preparation of financial statementsExperience ...

    8. Hedge Fund Accountant, Equity Accounting Manager: Lending, Real Estate

      Large financial firm in NY needs: Hedge Fund Accountant 3+ years experience as a hedge fund accountant, product controller or auditor of hedge funds Prior experience with various financial products; for example equities, fixed income, repurchase agreements, futures, FX, mortgages and optionsResponsibilities:Reconcile the funds cash to outside sourcesReconcile the funds positions/securities to ...

    9. Commercial Sales

      EXR is a commercial and residential brokerage firm located in the heart of Williamsburg and specializes in the Brooklyn real estate market. EXR's commercial sales division is expanding and is looking to hire new talent to the investment sales team.What EXR ProvidesIndividualized Training: The new team member will be put through a thorough training process that ensures the individual ...

    10. Corporate Paralegal - NYC - Base to $68,000

      COMPENSATION: Base salary to $68,000 BENEFITS: Paid Over Time, Bonus, 401K, Medical Dental & Vision Coverage, Life and AD&D Insurance, Retirement Plans, Flexible Spending Accounts, Transit Program and more! LOCATION: Lake Success, Long Island SUMMARY: The Corporate Paralegal will assist the Business Practice Group. This person will provide assistance on general commercial matters ...

      No PartTime
      No Contract
      No Internship
      No Freelance
      No Telecommute

      1. Senior Office Administrator at Jump Trading

        Take ownership of New York office space planning and programming; Liaise with building management regarding real estate, facility service needs, and other...

      2. Senior Landscape Architectural Designer at Gunn Landscape Architecture

        GLA is a boutique landscape architectural firm specializing in residential projects ranging from rooftop gardens to estate master-planning in New York City,...

      3. Senior L A Designer & Project Manager at Gunn Landscape Architecture

        This designer would specialize in the design and management of large landscape projects, such as estates in Long Island....

      4. Director of Tax Planning - Family Practice office at Diamond Tax Recruiting

        Responsibilities will include providing personal income, gift and estate tax consulting and planning services for a high net worth family....

      5. EXPERIENCED CPA'S at Shalik, Morris & Company, LLP

        Strong tax planning, preparation, review and research skills.- Ability to effectively communicate and interact with clients on a professional basis....