- M&T Bank (New York, NY)
- …Work to ensure M&T CRA needs are prioritized. + Act as a trusted advisor to both current clients and future customers. + Actively participate in Industry ... balance sheet lending and broad understanding of Low-Income Housing Tax Credit (LIHTC) investments, tax exempt bond...of Low-Income Housing Tax Credit (LIHTC) investments, tax exempt bond financing and other government loan programs… more
- Truist (Atlanta, GA)
- …to evaluate and improve models continually. Acts as the quantitative advocate and advisor for the business stakeholders in model related dealings with Model Risk, ... medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax -preferred savings accounts, and a 401k plan to teammates. Teammates also… more
- Citigroup (Jersey City, NJ)
- …enabling several global functions like Compliance, Risk including BASEL, Tax and Regulatory Reporting and firm-wide strategic initiatives. **Responsibilities:** + ... and security issues; communicates impact; proposes risk mitigation options. + Acts as advisor or coach to new or lower level analysts; allocates work. + Provides… more
- JPMorgan Chase (Chicago, IL)
- …of contact for all deposit account service-related needs of a JP Morgan Advisor 's client. This role is responsible for establishing, maintaining, and building client ... draw downs/pay downs + Credit and debit card requests + Statement requests + Tax reporting inquiries + Support of online service + Subject Matter Expert for the… more
- Edward Jones (St. Louis, MO)
- …focus. Changing the future of our firm, the industry and the advisor -client relationship. **Job Overview** **Position Schedule:** Full-Time This job posting is ... cost to associates. Edward Jones offers a 401k retirement plan, and tax -advantaged accounts: health savings account, and flexible spending account. Edward Jones… more
- Wolters Kluwer (Wichita, KS)
- …to provide cutting edge custom software solutions and to act as a technical advisor , both to customers and to in house departments. + Works with customers and ... is a plus. + Experience developing Accounting applications, especially time and billing/ tax /document storage systems, is a plus. _Applicants may be required to… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …partners, and miscellaneous RJFS business expenses. + Consult with financial advisor 's tax professionals + Manage existing third-party vendor relationships ... that provide services to RJFS independent business owners. + Identify and create new business solutions for independent business owners. + Works with existing branch managers to evaluate branch structure and strategic plan, including future growth as needed to… more
- KeyBank (Tarrytown, NY)
- …to actualize client aspirations and further position Key as the client's trusted advisor . + Interfaces with other Key Private Bank advisors and team members as ... to ensure investment advice is integrated with all other client plans ( tax , estate planning, retirement, etc.). + Provide timely feedback to the Relationship… more
- Internal Revenue Service (Washington, DC)
- …of the Chief Counsel executive staff. The ACC (CORP) serves as the principal legal advisor to the Internal Revenue Service (IRS) and the Office of Chief Counsel, on ... all matters relating to the tax consequences of transactions between corporations and between corporations and their shareholders, and matters that involve… more
- ADP (El Paso, TX)
- …of increasing client satisfaction and retention. Works directly with the client or advisor and internal teams to oversee and bring resolution to complex client ... results with clients, with the goal of increasing client experience, advisor experience, participant experience and client retention. Partners with Sales,… more