- Guardian Life (Oklahoma City, OK)
- …and annuities, by: + Preparing business valuations and model income and estate tax reductions strategies + Reviewing 1040 returns as well as 1120/1120S/1065 business ... tax returns + Analyzing balance sheet and income statements...with Guardian's broker dealer (Park Avenue Securities) to drive revenue through PAS's multifaceted product platform. + Educate producers,… more
- Neuberger Berman (New York, NY)
- …individual should have strong technical knowledge of gift, estate, and fiduciary income tax , ability to prioritize and complete tasks without error and the desire to ... with clients (internal and external) on all account matters, including legal, tax , investment, and general administration of their accounts. + Active participant in… more
- Truist (Houston, TX)
- …drive positive client outcomes, and significantly contribute to impact revenue . Working with multi-generational, complex client and prospect families, provide ... planning group in that area. Keeps current on estate, tax and planning trends and their application to solutions...advice around the Elements of Wealth including wealth transfer tax planning, income tax planning, capital sufficiency… more
- US Bank (San Francisco, CA)
- …Finance clients that specialize in affordable housing and community development. Grows revenue as directed by senior management by successfully prospecting for new ... loans on multifamily housing projects, many of which utilize Low-Income Housing Tax Credits (LIHTC) or New Business Development Initiatives in Affordable Housing.… more
- Community Health Systems (Carlsbad, NM)
- …Functions** + Prepares and records complex journal entries, including revenue recognition, intercompany transactions, deferred revenue , capital expenditures, ... for internal and external audits. + Ensures compliance with tax regulations, including sales tax , property tax , and other financial reporting requirements.… more
- Spokane County (Spokane, WA)
- …reports and records to facilitate reporting to outside entities like Internal Revenue Service, State Retirement Systems, State Department of revenue , etc. ... taxes by participating in this optional County program. Roth (after- tax ) option is also available through this retirement plan....out-of-pocket Medical & Daycare Expenses to be paid with Tax Free Dollars. Premiums are automatically set up pre-… more
- Intuit (San Diego, CA)
- …small businesses and the self-employed. Across our four leading brands - Turbo Tax , Credit Karma, QuickBooks, and Mailchimp - Intuit serves over 100M customers and ... competitive stance, driving platform expansion, and directly influencing our revenue and unit growth objectives. **What you'll bring** **Desired Qualifications:**… more
- Ramsey County (St. Paul, MN)
- …with strategic operating and capital budget development. + Familiarity with state property tax and levy laws. + Knowledge of State and Federal laws that apply ... budgeting practices; forecast multi-year fiscal requirements and recommend budget, financing, and tax levy options to the CFO and County Manager; review department… more
- Marriott (Dallas, TX)
- …Remotely?** N **Position Type** Management **Bonus Eligible:** Y **JOB SUMMARY** Drives revenue to achieve Hotel's topline goals for each of their represented hotels ... cold leads to warm leads. * Tracks weekly activities and relationship to revenue and room night production. * Sets day-today priorities to complete assigned… more
- Exploratorium (San Francisco, CA)
- …and campaign gifts, planned giving and volunteer engagement. The Director also analyzes revenue data to guide each departmental team of their revenue progress ... with IA Directors to track and report the fundraising revenue progress of each team + Oversee the prospect...+ Keep informed on current information on giving, especially tax law and other IRS rulings which affect charitable… more