Trusts & Estates Director
$175k - $225kHeritage Capital Corporation
Job Description
Job Description
Description:
Set your sights on a career at Heritage Auctions, headquartered in Dallas, Texas, with offices in New York, Chicago, Beverly Hills, London, Hong Kong, and other cities. Heritage Auctions is the largest auction house founded in the U.S. and serves more than 50 different auction categories, including Coins, Sports, Comics, Historical, Jewelry, Fine & Decorative Art, Wine, and many more.
SUMMARY: The East Coast Director for Heritage Auctions will represent T&E services from the New York office and throughout the East coast. This key role is part of a national T&E network at Heritage and works closely with consignment directors (specialists) and leadership in the New York office and our Dallas headquarters. The charismatic and experienced individual in this position will foster strong relationships throughout the regional T&E community, promote understanding of the complete portfolio of Heritage T&E capabilities and expand business from estate consignments to appraisal services.
LOCATION: This full-time position is based in New York with limited travel required for T&E conferences.
BENEFITS:
- Medical, Dental, Vision coverage
- Paid time off
- 401k savings plans
COMPENSATION: $175,000 - $225,000. Commensurate based on experience
DUTIES & RESPONSIBILITIES:
- Develop and implement a strategic plan to maintain and expand client relationships and the Heritage Auctions T&E database.
- Pursue new business in the T&E landscape and successfully close deals and consignments.
- Establish networking relationships with key stakeholders, including advisors, insurance companies, lawyers, bankers, wealth managers, appraisers, museum representatives, and more.
- Represent Heritage Auctions T&E services at industry meetings, events and conferences and report results.
- Foster business opportunities and stay abreast of industry developments.
- Travel as required to support opportunities
REQUIREMENTS :
- Deep understanding of T&E services including the unique roles and needs of wealth managers, attorneys and tax advisors.
- Ten-plus years' experience in T&E-related field, such as legal, tax, fiduciary or T&E business development.
- Bachelor’s degree required; those with professional degrees such as J.D. or CPA with related T&E applications preferred.
About Heritage Trusts & Estates Services:
Heritage Auctions provides authoritative estate appraisals, estate planning assistance, auction services, and private treaty sales. Individuals and collectors, as well as trustees, executors, and fiduciaries responsible for estate tangible property rely on Heritage for a complete suite of estate services.
About Heritage Appraisal Services:
Heritage offers the highest caliber of experts to evaluate and appraise art and collectibles. Services include illustrated appraisal reports written in compliance with all IRS, USPAP and insurance standards. Reports are provided for all Estate Tax, Charitable Donation, Insurance, and Estate or Financial Planning situations.
Heritage Auctions welcomes and encourages applications from women, minorities, veterans, mature workers, and persons with disabilities. EOE
$100k - $150k
...service while fostering long-term relationships built on trust and integrity. We serve a diverse client base across... ...Connor Davies is the place for you!We are seeking a Tax Director to join our growing Trust & Estate practice. This role provides technical leadership, client...SuggestedFull timeLocal area$110k - $210k
...services include Business, Individual, State & Local tax, R&D Tax Credit, as well as International and Private Client services. As a Trust and Estate Tax Manager based out any of our office locations, you'll work alongside an integrated team of seasoned, well-known CPAs and...SuggestedFull timeWork at officeLocal areaRemote work$148.75k - $201.25k
DescriptionA Kforce client, a premier, well respected New York City based CPA firm is seeking a Senior Tax Manager - Estate and Trusts.Summary:You will work with outstanding clients in all aspects of tax compliance and planning as it relates to estates and trusts. This...Suggested$150k - $220k
Position Title: REIT and Real Estate Fund Ratings Analyst - Director/ Senior Director (NY)Department: REITEmployment Type: Full-timeLocation: New York,... ...(KBRA) is seeking an experienced real estate investment trust (REIT) credit analyst to join its REIT/Real Estate Funds...SuggestedFull timeTemporary workLocal areaFlexible hours- ...Job Description Job Description The Trust & Estate (Fiduciary Tax) Manager is responsible for reviewing and managing the preparation of estate tax returns, gift tax returns, fiduciary tax returns and accountings for estates and trusts. Resolve issues pertaining...Suggested
- ...Job Description Job Description As part of the Fiduciary team, the Trust & Estate Manager will be responsible for reviewing and managing the preparation of estate tax returns,gift tax returns, fiduciary tax returns and accountings for estates and trusts. Research...Remote jobWork at officeHome office
$85k - $160k
...IMPACTAre you a quick-thinking self-starter with a passion for estate settlement administration, the desire to work closely with fiduciary... ...the resources of Goldman Sachs and beyond.The Goldman Sachs Trust Company (GSTC)An essential component of Goldman Sachs’ private wealth...Full timeTemporary workPart timeWork at office$130k - $160k
...Job Description Job Description Trust & Estate Tax Manager | 100% Remote $130-160K Base + Bonus + 100% Employer-Paid Benefits Are you a seasoned tax professional with a focus in the Trust & Estate areas of personal HNW/UHNW tax and are looking to make a significant...Immediate startRemote workRelocation- ...Job Description Job Description Tax Director- Trust & Estate New York, NY or Woodcliff, NJ | Hybrid We're looking for an experienced Tax Director to lead complex Trust & Estate engagements for high-net-worth individuals and families. This role combines advanced...Work at office3 days per week
- ...Trusts & Estates Associate | Grow Your Practice Beyond New York Looking for more than a traditional New York Trusts & Estates practice? Our client, a nationally recognized Am Law 200 firm, is seeking a Trusts & Estates Associate (3–6 years) to join its growing New York...Private practiceWork at officeRelocation package
$99k - $252.45k
...Description & SummaryThe OpportunityAs a Financial Markets & Real Estate - General Corporate Real Estate Consultant - Manager, you will... ...We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.SummaryLocation: NY-New YorkType: Full timeFull timeH1b- ...your goals.We are seeking an Assurance Manager to join the Real Estate Assurance practice, able to sit in a number of our offices. We are... ...of auditing. By operating on the core tenets of profound trust, professional integrity, and consistent results, we strive to create...Full timeLocal area
$109k - $224k
...creditor constituencies and other stakeholders. FTI Consulting’s Real Estate Solutions has a singular focus on the real estate and finance... ...for other real estate clients, including real estate investment trusts (REITS) and private equity real estate funds. This will be a...Full time$130k - $183k
...operational efficiency, connectivity, and innovation across our real estate portfolio.In the Corporate Services division, we empower our... ...lifecycle to enable the Firm to do-and-win business. This is a Director level position within Corporate Real Estate, which is...Temporary workFor contractors$200k - $250k
...OPPORTUNITY As our company scales, we’re hiring for a Director, Workplace Experience & Real Estate to lead the strategy, growth, and operations of our workplace... ..., service standards, and accountability. Serve as a trusted cross‑functional partner and leader during periods of...Contract workWork at officeLocal areaImmediate start$184k - $276k
...Grant Thornton is seeking a Director, Global Real Estate to join the team. Approved office locations can be found below. The Director, Global Real... ...we believe in making business more personal and building trust into every result – for our clients and you. Here, we go beyond...InternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week$120k - $160k
...exceptional service while fostering long-term relationships built on trust and integrity. We serve a diverse client base across industries... ...have an updated contractual agreement with PKFOD through the Director of Talent Acquisition. Please be reminded, PKFOD is not...Full timeLocal area3 days per week$300k - $400k
...Estate Manager An executive couple is seeking a seasoned Estate Manager with the operational expertise, polish, and leadership skills... ...housekeeping and service standards, manage projects, and serve as a trusted primary point of contact for the principals. This position is...For contractorsSummer workWork at officeMonday to FridayFlexible hours$99k - $266k
...extensive tax advisory services to clients in the global real estate and infrastructure sectors. As a Manager you will lead teams and... ...evaluate these factors thoughtfully to establish a secure and trusted workplace for all.SummaryLocation: NY-New York; FL-Miami; US-Hybrid...Full timeH1bLocal areaOverseas$95.4k - $180.4k
...and professionally. There’s no one like you and that’s why there’s nowhere like RSM.Our Real Estate practice serves a range of clients including Real Estate Investment Trusts, Real Estate Private Equity Funds, real estate developers and family offices invested in real...Full timeWork experience placementInternshipLocal area$160k - $235k
...a public accounting firm. They seek a Tax Senior Manager, Real Estate, to join their Manhattan, NY office.ResponsibilitiesLead and oversee... ...and maintain strong client relationships, serving as a trusted advisor and escalation point while partnering closely with Partners...Work at officeLocal areaRemote work$100k - $150k
...your goals. EisnerAmper is seeking a manager to expand our Real Estate Tax practice. Our Real Estate Tax practice serves a wide range... ...within the firm, EisnerAmper’s Tax Group does not only provide trusted and innovative tax solutions to its clients, but it creates new...Full timeWork at officeLocal area$132.7k - $303.2k
...Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing and...Work experience placementSummer holidayFlexible hours$147.4k - $336.8k
...Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction. Our purpose is to help build a financial services industry in which financial institutions are trusted and flourish, and the global economy is healthy, growing, and...Summer holidayFlexible hours$225k - $250k
...to do more for their clients by delivering specialized estate and financial planning, tax, trust, business, and investment services. The Wealth... ...wealth planning, and relationship management.As Executive Director, you will serve as a senior subject matter expert and...Permanent employmentPrivate practiceWork at officeLocal areaWork from homeMonday to Thursday$140k - $180k
...client is a public accounting firm. They seek a Tax Manager, Real Estate to join their Manhattan, NY office.ResponsibilitiesManage and... ...and maintain strong client relationships, serving as a trusted advisorRequirementsBachelor’s degree in Accounting, Finance or...Work at officeLocal areaRemote work$200k - $250k
...strategic tax guidanceDesign forward-looking tax planning strategies aligned with client objectivesInterpret estate planning instruments, including wills and trust agreements, to determine tax implicationsAssess client-provided financial data to optimize tax positions...Work at officeLocal areaRemote work- ...We are assisting a long-time client, a midsize New York City law firm, in its search for an experienced Trusts & Estates associate to join its busy and well-established private client group. The ideal candidate will have at least five years of experience in estate planning...Full time
$85k - $150k
...your goals. We are seeking an Assurance Manager to join the Real Estate Assurance practice, with the flexibility to work from multiple... ...reputation of auditing. By operating on the core tenets of profound trust, professional integrity, and consistent results, we strive to...Local area- ...Job Description Job Description The Tax, Trusts & Estates Associate plays a vital role in advising clients on complex matters relating to tax planning, trusts, and estate administration. This position is available in multiple firm offices, including Delaware, Florida...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Trusts & Estates Director. Be the first to apply!
- real estate property manager New York, NY
- estate manager New York, NY
- real estate accounting manager New York, NY
- lettings manager New York, NY
- director corporate real estate New York, NY
- finance manager real estate New York, NY
- asset manager - commercial real estate New York, NY
- private estate manager New York, NY
- real estate transaction manager New York, NY
- director of real estate development New York, NY


