EmploymentCrossing Jobs

Part-time Instructor, Certified Financial Planning - USA-NY-Rochester

Tue, 19 Dec 2017 00:00:00 CST

Part-time Instructor, Certified Financial Planning The candidate will be responsible for all aspects of CFP education course delivery. Will serve as subject matter expert and student advocate while d...

Adjunct Faculty, Wealth Management - USA-NY-Rochester

Tue, 27 Nov 2018 00:00:00 CST

Adjunct Faculty, Wealth Management The candidate will be responsible for all aspects of CFP education course delivery. Will serve as subject matter experts and student advocates while delivering exce...

Senior - Real Estate Tax - USA-NY-Rochester

Thu, 08 Dec 2022 00:00:00 CST

Senior - Real Estate Tax The candidate will work within an engagement team and draw on the experience in accounting and taxation to provide tax compliance and consulting services to investment manage...

Senior - Business Tax Services - Investment Management - Private Wealth - USA-NY-Rochester

Tue, 13 Dec 2022 00:00:00 CST

Senior - Business Tax Services - Investment Management - Private Wealth Duties: The candidate will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corpo...

Corporate Tax Attorney (3-5 Yrs) - USA-NY-Rochester

Sun, 04 Dec 2022 00:00:00 CST

Corporate Tax Attorney The candidate should have 3-5 years of experience advising clients on a broad range of federal and/or state and local business tax issues in connection with partnerships, limi...

Tax Consultant Ii - Investment Management - Private Wealth Tax - USA-NY-Rochester

Fri, 18 Nov 2022 00:00:00 CST

Tax Consultant II - Investment Management - Private Wealth Tax Duties: The candidate will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, ...

Manager, Investment Management, Private Wealth - USA-NY-Rochester

Thu, 17 Nov 2022 00:00:00 CST

Manager, Investment Management, Private Wealth Duties: The candidate will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gif...

Tax Senior Manager - Business Tax Services - Investment Management - Private Wealth Tax | Business Tax Svcs - USA-NY-Rochester

Wed, 16 Nov 2022 00:00:00 CST

Tax Senior Manager - Business Tax Services - Investment Management - Private Wealth Duties: The candidate will perform high-level reviews of tax research of individual, fiduciary, partnership, closel...

Tax Senior - Business Tax Services - Investment Management - Private Wealth Tax | Business Tax Svcs - USA-NY-Rochester

Wed, 16 Nov 2022 00:00:00 CST

Tax Senior - Business Tax Services - Investment Management - Private Wealth Duties: The candidate will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held ...

Wealth Management, Trust & Estates, Trust Officer - Ed - USA-NY-Rochester

Tue, 13 Dec 2022 00:00:00 CST

Wealth Management, Trust & Estates, Trust Officer – ED The candidate will analyze trust documents for legal, tax, administrative, and investment issues and coordinate the delivery of services. Will m...

Associate Attorney: Trusts And Estates and Public Benefits - USA-NY-Rochester

Sun, 11 Dec 2022 00:00:00 CST

Trusts and Estates and Public Benefits The candidate conducts research, develops asset-protection strategies, prepares legal documents, presents options to clients, and attends court appearances in a...

Trust Counsel - USA-NY-Pittsford

Wed, 23 Nov 2022 00:00:00 CST

Trust Counsel The candidate will provide clients with complete trust, estate and investment management services; this includes services in the area of estates, personal trusts, and any other appropr...

Trust Counsel - USA-NY-Pittsford

Sat, 19 Nov 2022 00:00:00 CST

Trust & Estates Paralegal - USA-NY-Rochester

Sun, 27 Nov 2022 00:00:00 CST

Trust & Estates Paralegal The candidate will secure documents related to the client’s estate. Assist in valuing the assets in the estate. Prepare documents and assist with creating and transferring a...

Trust Officer - USA-NY-Pittsford

Mon, 28 Nov 2022 00:00:00 CST

Trust Officer The candidate will administer continuing trusts through the review of trust documents establishing scope of trustee responsibilities; monitor cash balances; prepare investment recommen...

Trust And Estate Associate Attorney - USA-NY-Rochester

Tue, 14 May 2024 00:00:00 CDT

Job Overview: A law firm in Rochester, NY, seeks a Trust and Estate Associate Attorney with 4-6 years of experience. The ideal candidate will have a strong background in high net-worth tax and esta...