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Job Summary: As a Private Bank Mutual Fund Administration, Assistant Treasurer, you will play a crucial role in overseeing service providers, including the Administrator, the transfer agent, and the independent auditor.
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Responsible for handling all phases of estate and trust administration, including probate (knowledge of New Jersey, New York and Florida probate a plus), extensive 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, deed work and etc.
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Play a key role in building out the Business Intelligence team’s technical capabilities and BI data assets, incorporating entitlements, Tableau, and Snowflake. The Business Intelligence team within EDM is responsible for delivering analytics solutions that enable our stakeholders to make data driven decisions.
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SummaryThe position of Senior Financial Analyst, Business Planning & Analysis is a critical role within the Pernod Ricard USA organization. Position Title: Senior Finance Analyst, Business Planning & AnalysisLocation: New York, NY, USCareers that unlock the magic of human connection Who we are Pernod Ricard is a global premium spirits and wine company.
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Previous experience in tax law, estate planning, or trust administration preferred. Job Title: Tax, Trust & Estate AssociateJob Summary: As a Tax, Trust & Estate Associate, you will specialize in providing legal support and advice to clients in matters related to taxation, estate planning, and trust administration.
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Performs responsible clerical work in areas such as personnel administration, payroll, accounts, budgeting, methods and organization, employee benefits administration, and other administrative and operational areas by processing, recording, checking, and maintaining records, furnishing information, and preparing reports.
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Evaluate the tax implications of various estate planning strategies, including lifetime gifting, charitable giving, and business succession planning. Strong understanding of federal and state tax laws, estate tax principles, and trust administration procedures.
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Duties, responsibilities and activities may change at any time with or without notice Qualifications : Bachelor's degree in healthcare administration, business administration, or a related field Minimum of three years of compliance experience in a hospital or Federally Qualified Health Center (FQHC.
$75,000 - $85,000 a yearExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Trust Administration: Provide legal guidance to trustees and fiduciaries on the administration and management of trusts. Client Advisory: Provide strategic tax and estate planning advice to high-net-worth individuals, families, and business owners.
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Estate Administration: Assist clients with the probate process and administration of decedents' estates. Qualifications: Juris Doctor (J.D.) degree from an accredited law school. Seeking a Tax, Trusts & Estates Associate with 3+ years’ experience to join our New York offices.
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Legal Research: Stay abreast of developments in tax law, trust law, and estate planning techniques. Working within a law firm's tax or estate planning department, you will assist in structuring tax-efficient estate plans, drafting estate planning documents, and providing guidance on wealth preservation and transfer strategies.
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Conduct legal research and analysis to support estate planning strategies, tax planning initiatives, and client advisory services. Draft wills, trusts, powers of attorney, healthcare directives, and other estate planning documents to facilitate the transfer of assets and minimize tax liabilities.
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Probate and Trust Administration: Assist in administering probate estates and trusts, including preparing court filings, communicating with beneficiaries, and coordinating asset transfers. Prior experience working as a paralegal in estate planning or probate administration preferred.
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At Thermo Fisher Scientific, our Practical Process Improvement (PPI) Business System is designed to coach, facilitate, and grow the continuous improvement culture throughout the organization – it’s Thermo Fisher Scientific’s path towards operational excellence.
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GENERAL DUTIESUnder general supervision, is responsible for the operation, maintenance, adjustments, testing and repair of steam power plant, air conditioning, chiller plant, fire protection systems, electro-mechanical building equipment and related auxiliary systems in public buildings; performs related work.
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business administration jobs Title: business analyst Company: Rakuten in New York, NY
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