- ADP (Indianapolis, IN)
- …access to prospects; and conduct the research necessary to understand the external market , the industry, and the company level initiatives. Your ability to partner ... to persevere until you get it right? + Trusted Advisor . Do you live with integrity and deliver on...ideas and drive business development opportunities in your local market + Established network + Strong business acumen +… more
- Citigroup (New York, NY)
- …This includes developing embedded recommendation logic based on investment policy statements, tax considerations, and market views. A core responsibility is to ... to design and implement a sophisticated portfolio construction framework that enhances advisor capabilities and client outcomes. The Director will be responsible for… more
- Fannie Mae (Reston, VA)
- …a place to call home. Job Description Since restarting its Low-Income Housing Tax Credit (LIHTC) platform in 2018, Fannie Mae has invested approximately $4.7 billion ... close potential affordable multifamily proprietary investments utilizing low-income housing tax credits. * Maintain overall responsibility for the investment review… more
- Vanguard (Malvern, PA)
- …and complex investment journeys by providing them with advanced estate planning, income tax and financial planning analysis. You will be a trusted advisor , ... ultra-high-net-worth clients with planning and strategy in the areas of income tax , advanced estate planning, and financial planning. Core Responsibilities + Support… more
- Pew Charitable Trusts (Washington, DC)
- …within the Finance department. Payroll Services is responsible for processing, payroll tax filings, and retirement plan transactions for Pew Charitable Trusts and ... and related taxes in ADP. + Liaise with ADP tax service to ensure accurate calculation and timely remittance...Maintain effective working relationships and serve as a trusted advisor . + Resolve general ledger reconciling items. + Reconcile… more
- Wells Fargo (Minneapolis, MN)
- …investment management, general trust administration, specialty trusts, custody, tax , specialty assets, regulatory, privacy, ecommerce, deposit relationship and ... Fiduciary Specialist) on the Estate Settlement Administration Team in Trust Client & Advisor Services as part of Wealth and Investment Management. Learn more about… more
- JPMorgan Chase (Boston, MA)
- …their clients. Our Boston- and Mumbai-based team has built and brought to market a tax -smart investment strategy engine delivering intuitive experience and ... we've experienced breakthrough growth over the last year. Today, over 450 financial advisor firms with $1 trillion in discretionary assets (and counting) are using… more
- JPMorgan Chase (Boston, MA)
- …their clients. Our Boston- and Mumbai-based team has built and brought to market a tax -smart investment strategy engine delivering an intuitive experience and ... we've experienced breakthrough growth over the last year. Today, over 110 financial advisor firms with $90 billion in assets (and counting) are using 55ip. If… more
- JPMorgan Chase (Boston, MA)
- …advisors and their clients. Our global team has built and brought to market a tax -smart investment strategy engine delivering an intuitive experience and ... asset management firms, we've experienced breakthrough growth. Today, over 400 financial advisor firms with over $70 billion in assets (and counting) are using… more
- KeyBank (Cleveland, OH)
- …analyzing loan performance, property performance, financial results, sponsor information, market conditions, and more. This position would have primary ... equity bridge financing primarily tied to Low Income Housing Tax Credit (LIHTC) or other affordable housing projects. The...occur in the portfolio. + Serves as a trusted advisor to clients and prospects. Establishes strong credibility with… more