- JPMorgan Chase (Palo Alto, CA)
- Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals and their entities ... Wealth Management, you will need a deep understanding of tax and trust & estate laws and must be...closely with Advisors without daily contact with a direct manager + Strong presentation skills in one-on-one and group… more
- City of New York (New York, NY)
- …communities. CHECW addresses inequity across community and healthcare systems in partnership with community, faith-based, and health care organizations. CHECW's work ... and Community-based Organizations. To ensure full compliance of these partnerships the Bureau of Equitable Health Systems is seeking...report number of clients to the Health Center Facility Manager in the absence of the Site Supervisor. PREFERRED… more
- Shaw Development, LLC (Bonita Springs, FL)
- …and accounts receivable while guiding a company's strategic financial decisions in partnership with the CFO. Embraces and executes the Company Core Values while ... and assisting operating management with inventory analysis. Coordinate's owner disbursements for tax and profit-sharing purposes. * In conjunction with the CFO and… more
- University of Pennsylvania (Philadelphia, PA)
- …among individuals at highest risk of violence involvement. The CVI Hub Manager /Director will be responsible for supervising and supporting frontline staff across the ... meetings, and training sessions relevant to CVI. + Building and maintaining partnerships with local community organizations to ensure participants have access to a… more
- Truist (Atlanta, GA)
- …buildout of ET Learning Strategies, to include ET Technology Academy, through partnership with WME leadership, ET Business Office Management Organizations, and other ... stakeholders across the Enterprise. 2. Partner with Senior Manager / Manager of Workforce Management, Planning, & Engagement...for and/or apply strategy within ET business units in partnership with broader TEMPO team and BMOs. 3. Support… more
- KeyBank (Hartford, CT)
- …determine duties and responsibilities of bank and to provide well-coordinated estate, tax and financial planning alternatives to meet client's needs + Facilitate the ... estate, tax , and philanthropic planning process for all relationships regardless...+ Leads the onboarding process for new clients in partnership with the Relationship Team + Demonstrates community leadership… more
- ADP (Alpharetta, GA)
- We are seeking an experienced and strategic Payroll Services Portfolio Manager to lead the development of our comprehensive payroll service offering. This role is ... + Delivery model, identifying delivery plan, location strategy and potential partnerships + Establish a service development roadmap with clear priorities and… more
- H&R Block (Irvington, NJ)
- …Operations Coordinator (DOC) supporting the overall district(s) offices + Provide hands on Tax Office Associate support with Preparer Tax Identification Number ( ... and resolves issues or escalate to DOC, Company Support Manager ( CSM ) , or District General ...Other duties as assigned by the DOC or in partnership with the CSM What you'll bring to the… more
- Western Digital (San Jose, CA)
- …employees through innovative, scalable, and results-oriented learning experiences. In close partnership with HR and business leaders, this role will be instrumental ... and drive long-term career progression. + **Skills Strategy & Talent Partnership ** Collaborate with HR and business stakeholders to identify capability gaps,… more
- Lumeris (MA)
- …+ **First Client Leadership** : Serve as the lead Customer Success Manager for the first clients, ensuring their onboarding, utilization, and satisfaction with ... role for the customer success function. **Collaboration with Cross-Functional Teams** + ** Partnership with Product** : Collaborate closely with the Product team to… more