Vice President of Tax Planning

3 weeks ago

New York, United States Fusco Personnel, Inc. Full time
Job DescriptionJob DescriptionVice President of Tax PlanningAlbany, NYFusco 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

    1 month ago

    New York, New York, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...

  • Vice President Finance

    3 weeks ago

    New Orleans, United States Urban League Of Louisiana Full time

    The Urban League of Louisiana (ULLA) is seeking a Vice President of Finance to lead all financial and fiscal management aspects of the organization’s operations. The Vice President of Finance plays a key role in helping shape and deliver on the strategic imperatives of ULLA. Reporting to the President/CEO, this individual is a member of an eight-person...

  • Vice President Finance

    1 month ago

    New Orleans, United States Urban League Of Louisiana Full time

    The Urban League of Louisiana (ULLA) is seeking a Vice President of Finance to lead all financial and fiscal management aspects of the organization’s operations. The Vice President of Finance plays a key role in helping shape and deliver on the strategic imperatives of ULLA. Reporting to the President/CEO, this individual is a member of an eight-person...

  • Vice President Finance

    1 month ago

    New Orleans, United States Urban League Of Louisiana Full time

    The Urban League of Louisiana (ULLA) is seeking a Vice President of Finance to lead all financial and fiscal management aspects of the organization’s operations. The Vice President of Finance plays a key role in helping shape and deliver on the strategic imperatives of ULLA. Reporting to the President/CEO, this individual is a member of an eight-person...

  • Vice President Finance

    4 weeks ago

    New Orleans, United States Urban League Of Louisiana Full time

    The Urban League of Louisiana (ULLA) is seeking a Vice President of Finance to lead all financial and fiscal management aspects of the organizations operations. The Vice President of Finance plays a key role in helping shape and deliver on the strategic imperatives of ULLA. Reporting to the President/CEO, this individual is a member of an eight-person...

  • Vice President for Development Strategy and Major

    2 weeks ago

    New York, United States Hispanic Federation Inc Full time

    **Vice President for Development Strategy and Major Gifts** **New York City Office** **Who We Are** Hispanic Federation is the nation’s premier Latino nonprofit membership organization. Founded in 1990, HF supports Hispanic families and strengthen Latino institutions through work in the areas of education, health, immigration, civic engagement, economic...

  • Assistant Vice President of Multifamily Finan

    2 days ago

    New York, United States New York State Housing Finance Agency Full time

    Job DescriptionJob DescriptionNew York State Homes and Community Renewal (HCR) is the State’s affordable housing agency, with a mission to build, preserve, and protect affordable housing and increase homeownership throughout New York State.Under the leadership of Governor Kathy Hochul and Commissioner RuthAnne Visnauskas, HCR is a vibrant, innovative...

  • Senior Vice President of Tax, Finance

    3 days ago

    New York, United States J. Katz & Partners, Inc Full time

    Senior Vice President of Tax, FinanceOur client, a prestigious asset management firm, is seeking an experienced tax professional to join their firm in a leadership role as VP or Senior VP of Tax. This position will be responsible for managing all tax-related matters for our funds and management companies, including overseeing the K-1 process, liaising with...

  • Senior Vice President of Tax, Finance

    2 days ago

    New York, United States J. Katz & Partners, Inc Full time

    Senior Vice President of Tax, FinanceOur client, a prestigious asset management firm, is seeking an experienced tax professional to join their firm in a leadership role as VP or Senior VP of Tax. This position will be responsible for managing all tax-related matters for our funds and management companies, including overseeing the K-1 process, liaising with...

  • Vice President of Rewards

    1 week ago

    New York, United States Tandym Group Full time

    Our client, a leading partner in the global FX ecosystem, is actively seeking an experienced professional to join their team as their new Vice President of Rewards. In this role, the Vice President of Rewards will be responsible for playing a significant role in driving the design, implementation, administration and communication of the company's Reward &...

  • Vice President of Rewards

    7 days ago

    New York, United States Tandym Group Full time

    Our client, a leading partner in the global FX ecosystem, is actively seeking an experienced professional to join their team as their new Vice President of Rewards. In this role, the Vice President of Rewards will be responsible for playing a significant role in driving the design, implementation, administration and communication of the company's Reward &...

  • Vice President of Rewards

    1 week ago

    New York, United States Tandym Group Full time

    Our client, a leading partner in the global FX ecosystem, is actively seeking an experienced professional to join their team as their new Vice President of Rewards. In this role, the Vice President of Rewards will be responsible for playing a significant role in driving the design, implementation, administration and communication of the company's Reward &...

  • Vice President of Rewards

    1 week ago

    New York, United States Tandym Group Full time

    Our client, a leading partner in the global FX ecosystem, is actively seeking an experienced professional to join their team as their new Vice President of Rewards. In this role, the Vice President of Rewards will be responsible for playing a significant role in driving the design, implementation, administration and communication of the company's Reward &...

  • Vice President, Customer Success

    6 days ago

    New York, United States MasterCard Full time

    Vice President, Customer Success. Session. M, a Mastercard Company, is a customer engagement platform empowering global brands to forge stronger and more profitable customer relationships. We partner with brands to drive marketing transformation thro Vice President, Customer Engagement, President, Project Management, Customer

  • Associate Vice President of Institutional Advancement

    1 week ago

    New York, New York, United States Touro University Full time

    Associate Vice President of Institutional AdvancementJob LocationsUS-NY-New YorkID College Administration Position Type Full-Time Schedule Shift Monday-Thursday 9AM-5:30PM, Friday 9AM-3PM Hours Per Week 36.5 Travel As needed Category Alumni Affairs/Development FLSA Status ExemptOverviewThe Associate Vice President of Institutional Advancement ("AVP") is a...

  • Vice President

    1 week ago

    New York, New York, United States Royal Bank of Canada Full time

    Come Work with UsAt RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.Whether you're helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that...

  • Vice President, Compensation

    3 weeks ago

    New York, United States BlackRock, Inc. Full time

    Become a trusted partner and provide consultation and analytical support for the implementation and administration of global compensation programs, working with compensation colleagues and partners across HR - Navigate through a variety of complex pr Compensation, Vice President, President, Management, Skills

  • Equity Quantitative Analyst

    1 week ago

    New York, United States Barclays Bank Full time

    Equity Quantitative Analyst - Vice President New York, NY Barclays Capital Inc. What will you be doing? Barclays Capital Inc. seeks Equity Quantitative Analyst - Vice President in New York, NY (multiple positions available): - Research, implement, pr Vice President, Equity, Analyst, Quantitative, President, Management, Banking

  • Vice-President, Fund Development

    1 week ago

    New York, United States New York Cares Inc Full time

    Job DescriptionJob DescriptionVice President of Fund DevelopmentAbout New York CaresNew York Cares exists to turn passion into action, leverage resources through partnership, and create long-lasting change across New York City. We've become the City's leading volunteer management organization by adapting and responding to our most pressing community...

  • Vice-President, Fund Development

    1 month ago

    New York, United States New York Cares Inc Full time

    Job DescriptionJob DescriptionVice President of Fund DevelopmentAbout New York CaresNew York Cares exists to turn passion into action, leverage resources through partnership, and create long-lasting change across New York City. We've become the City's leading volunteer management organization by adapting and responding to our most pressing community...