- US Bank (Kansas City, MO)
- …guidance on the bank's fiduciary responsibilities. + Serve as a subject matter expert on trust and fiduciary matters. + Collaborate with Legal, Risk, and Business ... years of experience in HNW/UHNW wealth management (eg, wealth advisory, tax , account administration, management, sales). **Preferred Qualifications** + Experience in… more
- Two95 International Inc. (Dimondale, MI)
- …regular maintenance, Windows server management, Holistic server management, Income tax knowledge preferred, Automating manual processes - From Access to ... + Support the future implementation and conversion to new database technologies. + Expert on database performance tuning: - identifying and solving minor and major… more
- Thrivent Financial (Greensboro, NC)
- …in common advice tools and platforms like Salesforce, Money Guide Pro, What-If Tax , etc. * Participate in events to attract new clients and provide financial ... lives. Today, it's a Fortune 500 company that offers a full range of expert financial solutions, serving more than 2 million customers, as well as the communities… more
- County of El Dorado (Placerville, CA)
- …financial, operational, or policy impacts. + Serve as a subject-matter expert and provide technical direction on specialized legal projects, offering mentorship ... Revenue Service Publication 1075, individuals in positions that have access to Federal Tax Information (FTI), will be subject to a background investigation and a… more
- General Dynamics Information Technology (Oak Ridge, TN)
- …Azure Networking Solutions o Microsoft AZ-104: Azure Administrator Technical Competencies: o Expert knowledge of TCP/IP, BGP, OSPF, DMVPN, DNS, DHCP o Cisco ... vision plan, and a 401(k) plan offering the ability to contribute both pre and post- tax dollars up to the IRS annual limits and receive a company match. To encourage… more
- MUFG (Jersey City, NJ)
- …works closely with Relationship Managers (RM's) and Portfolio Managers (PM's), Tax Operations and Regulatory Reporting teams, Compliance Division Officers, and other ... funds and investment advisors. Is also considered an analytical or procedural expert representing the team on cross-function process or project deliverables. Ensures… more
- City of New York (New York, NY)
- …helps advance policy initiatives. Supervises assigned staff. PREFERRED SKILLS: - Expert level Microsoft Excel skills and proficiency in Microsoft Office ... defined benefit pension plan with steady monthly payments in retirement. oa tax -deferred savings program and oa robust Worksite Wellness Program that offers… more
- CIBC (Boston, MA)
- …client portfolios, investments, and strategic segments. Become a subject matter expert on client accounts and investment offerings, supporting the team with ... and account administration or investments. + **Experienced:** Background in personal tax , financial planning, or investment management is an asset. +… more
- Intuit (San Diego, CA)
- …team serving the needs of over 40+ million US consumers to file their annual tax returns, is looking for a Group Marketing Manager to develop a unified GTM strategy ... in-person engagement at our locations. We're looking for a local activation marketplace expert with a passion for innovating, great collaboration skills, a test and… more
- Intuit (San Diego, CA)
- …businesses and building awesome customer experiences? Intuit is disrupting in-person expert financial services with fast-growing brands like TurboTax Live and ... group of collaborative and creative designers, marketing and product managers, engineers, tax experts, analysts and operators dedicated to our mission, which will… more