- Creative Financial Staffing (Parsippany-Troy Hills, NJ)
- …the Firm Develop, supervise and mentor members of the Private Client Service / Estate and Trust team Coordinating tax compliance and planning ... solutions Commitment to work-life balance Responsibilities of the Tax Partner would include: Be a leader...with and advise clients in Estate and Trust matters Perform extensive tax compliance, research,… more
- JPMorgan Chase (New York, NY)
- …is the Estate Administrator's role to support the Estate Officer and partner with Wealth Advisors, Bankers, Investors, and Trust Officers to grow the ... Business + Assist the Estate Officer and partner with Wealth Advisors, Bankers, Investors, and Trust...team discussions and strategy around structuring, pricing and closing trust and estate services including: estates… more
- City of New York (New York, NY)
- …'s Modernization & Preservation Program to ensure each project is successful. 2. Partner closely with the Trust and NYCHA stakeholders to prepare financing ... Governor Kathy Hochul signed the NYC Public Housing Preservation Trust Act, which authorized creation of the NYC Public...based on a variety of sources and may include tax credit equity, bonds, and different sources of subsidy.… more
- State of New York Mortgage Agency (New York, NY)
- …including financed under Federal and State housing programs including the Low-Income Housing Tax Credit; Housing Trust Fund; HOME, RAD, Mitchell Lama, and ... home improvement, rent regulation, housing subsidies, and community development. We partner regularly with a variety of public and private stakeholders. Achieving… more
- HSBC (New York, NY)
- …member of HSBC's Wealth Planning and Advisory (WPA) team of global trust , estate planning, financial planning, family governance, philanthropy, and family ... resources with deep technical expertise in the areas of estate planning, income tax , pre-immigration and cross-border...building the financial planning platform for HSBC US + Partner with Regional Heads, Market Managers, and Sales Distribution… more
- State of New York Mortgage Agency (New York, NY)
- …home improvement, rent regulation, housing subsidies, and community development. We partner regularly with a variety of public and private stakeholders. Achieving ... a wide range of skills and backgrounds in public policy, administration, real estate , architecture, finance, law, and many other areas of expertise. We seek to… more
- CBRE (New York, NY)
- …leadership at the newly acquired organization, ensuring you are a leader they can trust and partner with. Inspire teams that may have never collaborated before ... to multiple business functions (eg, technology, human capital, finance, tax ) a plus. + Strong interpersonal & leadership skills...is guided by our North Star: Crafting the real estate solutions of tomorrow, so businesses and people thrive.… more
