- HUB International (Riverside, CA)
- …with local client service teams within the California region to create billing/ transaction (s) in EPIC (endorsements, renewals, new business, audits, etc.). + Follow ... set workflows established by the unit for all EPIC transactions . + Quote and process any client premium financing....team leader. + Process and file surplus lines tax transactions for all states within the deadlines identified for… more
- Robert Half Legal (San Francisco, CA)
- …and committed professional with 4+ years of experience managing complex transactions , including acquisitions, dispositions, leasing, and financing. The firm prides ... * Draft, negotiate, and review legal documents for commercial real estate transactions , such as purchase and sale agreements, leases, financing contracts, and joint… more
- Fannie Mae (San Francisco, CA)
- …and services to the company on a variety of highly complex transactions and legal projects related to multifamily or corporate initiatives, low-income housing ... to meet business and regulatory goals in addition to achieving closure on transactions and projects while providing excellent customer service. * Use sound business… more
- Deloitte (San Jose, CA)
- …clients with legal entity structuring, tax analysis of token flows, transaction analysis, revenue recognition, sourcing, and implementation of clients' tax ... related to tax planning opportunities, and the tax implications of various transactions to the organization. + Involvement in marketplace eminence building and… more
- Citigroup (Beverly Hills, CA)
- …and trusted resource to law firm clients advising on complex transactions , including M&A, private placements, litigation settlements, and other deal-related escrow ... and relationship management teams to deliver seamless end-to-end execution of transactions .** **Maintain an active presence in the legal and deal communities… more
- JPMorgan Chase (San Francisco, CA)
- …communicate the advantages of Chase loan programs to clients, manage and execute transactions , lead the sales team, and develop and grow portfolio through proactive ... Communicate the advantages of Chase loan programs to clients. + Manage and execute transactions by navigating the client from pre-approval to the funding of a loan +… more
- Citigroup (San Francisco, CA)
- …strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The VP Banker ... of responsibility for the various phases of project and transaction execution, new business development and overall growth of...the firm + Work closely with clients on financing transactions and guide them through the capital raising process,… more
- Moss Adams LLP (El Segundo, CA)
- …their tax burden and quantify tax exposures in a wide range of transactions , including buy-side and sell-side, restructuring, taxable and tax-free transactions . ... with tax due diligence, tax structuring, quantitative tax modeling services, transaction agreement review and consultation and tax technical support. Individuals who… more
- Coinbase (Sacramento, CA)
- …for executing Compliance controls with adherence to Coinbase's BSA/AML program, transaction monitoring, KYC, CDD, and EDD policies, procedures and standards ... of 10-15 Compliance Analysts responsible for enhanced due diligence (EDD), transaction monitoring, to include preparation and filing of Suspicious Activity Reports… more
- The Walt Disney Company (Rancho Mirage, CA)
- …estate professionals. + Communicate with principals and service providers regarding transaction timelines and service completion. + Provide a seamless experience ... of real estate agent. + Deliver, pick up, and obtain signatures on transaction documents. + Cannot discuss the content or significance of documents with clients.… more