- JPMorgan Chase (Dallas, TX)
- …knowledge to client specific planning exercises and account administration + Work with Tax Officers and trust counsel to resolve tax issues + Knowledge of ... comprehensive financial solutions that integrate sophisticated investment management, capital markets , trusts & estates and banking capabilities. For over 7… more
- Amazon (New York, NY)
- …of finance and operations leaders to drive cost improvement and support headcount planning strategy. The role works with stakeholders and business partners in other ... to remediate gaps. Delivers weekly/monthly financial close. Uses financial systems and advanced MSExcel functions to work with large data sets. Outputs plans,… more
- Regions Bank (Orlando, FL)
- …accounting or related field + Eight (8) years of Trust Administration, Estate/ Tax Law, Financial Planning or relevant experience including direct client ... interaction to deliver fiduciary services (financial, tax , philanthropic and estate planning and advice,...relationships and the administration of trust accounts **Preferences** + Advanced degree (eg, Juris Doctorate (JD), Master of Laws… more
- Amazon (Austin, TX)
- …and engineering muscle as our biggest advantage. We aim to leverage advanced technologies in big data, machine learning, and optimization techniques, and operate ... metrics, build models to forecast these metrics for annual/quarterly planning cycles, and execute weekly planning processes,....Basic Qualifications - Bachelor's degree - 5+ years of tax , finance or a related analytical field experience -… more
- Amazon (New York, NY)
- …modeling and analysis, leading business reviews, and supporting strategic and financial planning for new business launches. On a day-to-day basis, you will interact ... and maintain forecasting models for short and long range planning cycles * Develop financial frameworks for new business...(eg, engineering, math, computer science) - 5+ years of tax , finance or a related analytical field experience -… more
- Kohler Co. (Kohler, WI)
- …programs and processes, including base pay, merit, long term incentives, compensation planning , and market analysis with a focus on continuous improvement. ... on the long and short-term performance of the organization in all the markets in which Kohler employs. **Responsibilities** + Develop and continually advance through… more
- BMO Financial Group (San Francisco, CA)
- …awareness on emerging trends and new legislation through articles, case laws, and advanced planning solutions. + Develops content in the area(s) of specialized ... Investment Counsellors, Investment Advisors) to provide clients with comprehensive wealth planning advice and solutions encompassing financial, tax , succession,… more
- Reynolds American (Winston Salem, NC)
- …to provide strategic financial guidance on key competitors' performance in the market . Specific responsibilities include but are not limited to, overseeing financial ... platform to provide insights on key competitors in the market and drive recommendations on potential courses of action....+ Serve the company as a key Strategy and Planning Team member with a keen understanding of the… more
- Regions Bank (Hoover, AL)
- …and five (5) years of Trust Administration, Estate/ Tax Law, Financial Planning , Investment or related experience **Preferences** + Advanced degree (eg, Juris ... or Accredited Investment Fiduciary (AIF) and four (4) years of Trust Administration, Estate/ Tax Law, Financial Planning , Investment or related experience + Or… more
- Intuit (Mountain View, CA)
- …and executing sophisticated omnichannel strategies that guide these customers through their tax filing journey, from the moment they log in until they complete ... their return. This position demands a unique blend of deep strategic thinking, advanced activation expertise across all CRM channels, and a passion for leveraging… more