Vice President of Tax Planning
2 weeks ago
Vice President of Tax Planning Albany, NY Fusco Personnel is actively recruiting for a Vice President of Tax Planning, to join our client opening an office located in the Capital Region, New York area. The Vice President of Tax Planning, Family Office is primarily responsible for analyzing tax landscapes for ultra-high-net-worth individuals through their proprietary review and visualization process aimed at identifying potential tax savings and/or financial planning opportunities. This is a full-time, direct hire opportunity with a hybrid work schedule. Duties & Responsibilities Tax landscape analysis and strategic tax planning. Collaborate with Family Office clients’ tax preparers in the oversight of federal and state income and gift tax returns for high-net-worth individuals. Review returns as needed. Maintain and foster relationships with clients, staff, and outside third-party client vendors. Tax projections and other tax planning activities. Perform, document, and communicate findings for tax research as needed. Calculate and prepare quarterly estimated tax payments for individuals. Review preparation of form 1099s for various entities. Review payroll tax forms for household employees. Review withholding for various clients. Correspond with federal and state taxing authorities to answer notices. Keep abreast of legislative and tax policy changes at both Federal and State levels. Qualifications and Attributes Bachelor’s degree in accounting or finance; MST degree a plus. CPA and/or CFP is preferred. Minimum of 4+ years of HNW personal income tax prep experience. Experience with HNW and UHNW; Family office services experience a plus. Proficiency with Microsoft Excel. Experience with Tableau preferred. Experience with CCH Prosystems fx Axcess or other tax deliverable tracking software is a plus. Comfortable working independently and in a group environment. Organized, detail oriented and flexible in adjusting well to change. Remains calm under pressure with the ability to prioritize deadlines. Highly analytical and ready to make immediate impact in a dynamic environment. Excellent verbal and written communication skills. Physical Requirements Must be able to remain in a stationary position 50% of the time. Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer. The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations. Salary $130-180k +/- Fusco Personnel takes great pride in successfully matching talent and culture for our valued clients. We accomplish this through the hard work and expertise of our exemplary specialty recruiters and staff. Whether you are contemplating your next career move, or you are seeking the key players to bring your business to the next level – consider contacting our experts. Fusco Personnel is a NYS Certified Women Business Enterprise (WBE) and an Affirmative Action/Equal Opportunity, Race/Gender/Veterans/Disability Employer
-
Vice President of Tax Planning
4 weeks ago
Albany, United States Fusco Personnel Inc Full timeVice President of Tax Planning Albany, NY Fusco Personnel is actively recruiting for a Vice President of Tax Planning, to join our client opening an office located in the Capital Region, New York area. The Vice President of Tax Planning, Family Offic...
-
Vice President of Tax Planning
3 weeks ago
Albany, United States Fusco Personnel Inc Full timeVice President of Tax Planning Albany, NY Fusco Personnel is actively recruiting for a Vice President of Tax Planning, to join our client opening an office located in the Capital Region, New York area. The Vice President of Tax Planning, Family Office is primarily responsible for analyzing tax landscapes for ultra-high-net-worth individuals through their...
-
Vice President of Tax Planning
4 weeks ago
Albany, United States Fusco Personnel Inc. Full timeVice President of Tax Planning Albany, NY Fusco Personnel is actively recruiting for a Vice President of Tax Planning, to join our client opening an office located in the Capital Region, New York area. The Vice President of Tax Planning, Family Office is primarily responsible for analyzing tax landscapes for ultra-high-net-worth individuals through...
-
VP, Policy
2 weeks ago
Albany, NY, United States Fusco Personnel Inc. Full timeVice President of Tax Planning Fusco Personnel is actively recruiting for a Vice President of Tax Planning, to join our client opening an office located in the Capital Region, New York area. The Vice President of Tax Planning, Family Office is primarily responsible for analyzing tax landscapes for ultra-high-net-worth individuals through their proprietary...
-
Assistant Vice President, Individual Giving
1 month ago
Albany, United States Albany Medical Center Full timeDepartment/Unit: Development Work Shift: Day (United States of America) The Assistant Vice President of Individual Giving provides overall leadership to the annual giving, major gifts, and gift planning programs and collaborates with the AVP for Grateful Patient and Families to provide leadership to our grateful patient program. Managing and coaching a...
-
Vice President, Lending
1 month ago
Corinth, NY, United States Fusco Personnel Inc. Full timeVICE PRESIDENT, LENDING Fusco Personnel is currently recruiting a VP of Lending to join a growing financial institution in Saratoga County. The successful candidate will oversee and direct all loan-underwriting activities within the organization, ensuring compliance with lending policies and regulations. Requirements: Bachelor’s Degree in a similar...
-
Albany, New York, United States University at Albany, State University of New York Full timeThe University at Albany (UAlbany) seeks an innovative, strategic, experienced enrollment professional to serve as Associate Vice President and Chief Enrollment Officer . Reporting to the Vice President for Student Affairs, the chief enrollment officer will lead the university's core enrollment systems and help identify and develop institutional strategy,...
-
Albany, New York, United States Wallick Communities Full timeRegional Vice President - Affordable Housing Operations Who We Are: At Wallick, we believe in opening doors to homes, opportunities, and hope. Our work is driven by a deep sense of care, character, and collaboration, ensuring that everyone on our team feels valued and empowered to make a difference. Why Join Us? We're not just a property management...
-
Vice President, Private Credit
2 weeks ago
New York, NY, United States Selby Jennings Full timeA leading, middle-market private credit manager focused on strategic lending in NYC is looking to add a Vice President to the team. The firm is focused on unsponsored, special situation credit investments. The Vice President will be responsible for origination, structuring, underwriting, and execution of transactions. The ideal candidate will have the...
-
Business Development, Structured Investments
4 weeks ago
New York, NY, United States iCapital Network Full timeiCapital is looking to hire Vice President or Senior Vice President to join the Enterprise Solutions Structured Investment team. The ideal candidate will prospect new clients within the Wealth Management industry, specifically targeting Registered Investment Advisors (RIAs), maintaining ongoing relationships with current clients, and provide support to the...
-
Assistant Vice President, Financial Planning
20 hours ago
New York, NY, United States New York City Economic Development Corporation Full timePOSITION OVERVIEW : The Assistant Vice President (AVP) of Financial Planning & Analysis (FP&A) plays a critical role in assisting the SVP of FP&A to manage the coordination, development, presentation, and maintenance of the corporation’s financial position and forward-looking Financial Plan. The AVP will regularly coordinate with senior management to...
-
New Albany, United States Wallick Communities Full timeDescription Regional Vice President - Affordable Housing Operations Who We Are: At Wallick, we believe in opening doors to homes, opportunities, and hope. Our work is driven by a deep sense of care, character, and collaboration, ensuring that everyone on our team feels valued and empowered to make a difference. Why Join Us? We're not just a...
-
Software Engineer
21 hours ago
New York, NY, United States Selby Jennings Full timeThis role is with the Low Latency Trading Technology team at one of the leading investment banks in the world. This would be a senior role on the team, and carry a Vice President title. Designing and building low- latency software components in C++ Working in the infrastructure for trading equities and across the US, EMEA and APAC ( this includes...
-
New Albany, United States Wallick Communities Full timeDescription Regional Vice President – Affordable Housing Operations Who We Are: At Wallick, we believe in opening doors to homes, opportunities, and hope. Our work is driven by a deep sense of care, character, and collaboration, ensuring that everyone on our team feels valued and empowered to make a difference. ...
-
New Albany, United States Wallick Communities Full timeDescription Regional Vice President – Affordable Housing Operations Who We Are: At Wallick, we believe in opening doors to homes, opportunities, and hope. Our work is driven by a deep sense of care, character, and collaboration, ensuring that everyone on our team feels valued and empowered to make a difference. ...
-
Vice President
1 week ago
New York, NY, United States Selby Jennings Full timeA leading global digital infrastructure firm with over ~$50bn AUM is looking to add to the private credit team in New York, NY. The firm has both private equity and private credit platforms and invests in businesses across the digital ecosystem including cell towers, data centers, fiber, small cells, and edge infrastructure. The Private Credit Vice President...
-
Software Engineer
21 hours ago
New York, NY, United States Selby Jennings Full timeThis role is with the Low Latency Trading Technology team at one of the leading investment banks in the world. This would be a senior role on the team, and carry a Vice President title. Responsibilities: Designing and building low- latency software components in C++ Working in the infrastructure for trading equities and across the US, EMEA and...
-
Vice President
21 hours ago
New York, NY, United States FE International Full timeFE International is looking for a Vice President of Investment Banking (the “VP”) to originate and execute new transactions for new clients that utilize the firm’s broad array of strategic and financial advisory services. The VP must be expert at the execution of merger, acquisition, and sale transactions, along with private debt and equity capital...
-
New Albany, United States Wallick Communities Full timeJob DescriptionDescription Regional Vice President – Affordable Housing Operations Who We Are: At Wallick, we believe in opening doors to homes, opportunities, and hope. Our work is driven by a deep sense of care, character, and collaboration, ensuring that everyone on our team feels valued and empowered to make a difference. Why Join Us? We're not...
-
Senior Vice President
21 hours ago
New York, NY, United States Cobalt Recruitment Full timeA newly created Senior Vice President - Capital Strategies role has arisen with a rapidly growing financial services institution, which focuses on key investments within the affordable housing/multifamily sector. Partnering closely with the CFO & Board, this business-critical position will form an integral part of the senior leadership team driving the...
