- Robert Half Finance & Accounting (Tampa, FL)
- …technical tax skills to challenging tax engagements. From intricate client transactions like private equity sales and multi-state filings to advanced ... collaborating with a local CPA firm and its managing partner to add a Public Tax Manager...an exceptional landing spot to achieve those goals. Our client is seeking an experienced Public Tax … more
- Deloitte (Indianapolis, IN)
- …impact and efficiency within our client 's organization. Our spectrum of business tax services is relevant for public and private companies and range from ... tax consulting and compliance services to a diverse client base in various industry sectors. You will work...disclosures and reporting for SEC filings (if applicable). + Partner with cross-functional teams, including firm and external auditors,… more
- Capital One (Plano, TX)
- Associate, Tax Credit Operations (New Market Tax Credit and Alternative Energy) Are you looking for a challenging role that includes the convenience of working ... one of our Capital One hubs in Charlotte, NC, Plano, TX or Richmond, VA. Tax Credit Operations supports the Capital Markets line of business in the Commercial Bank… more
- Dorsey & Whitney LLP (New York, NY)
- M&A ( Private Equity) Associate or Of Counsel (#927) - New York Dorsey & Whitney LLP is seeking an Associate or Of Counsel with private equity and M&A experience ... for this position will have at least three years of experience advising private equity firms and their portfolio companies in a variety of complex transactions,… more
- UMB Bank (Leawood, KS)
- … Wealth Management, your story is our focus. As the **Associate Managing Partner ,** you will deliver financial advice to Private Wealth Management clients. ... and portfolio managers within the practice. + You will partner with Private Banking team to deliver...client prospects. + You will assist the Managing Partner to develop centers of influence (both internal and… more
- JPMorgan Chase (San Francisco, CA)
- …Engage with JP Morgan Wealth Management (primarily Case Wealth Management) advisors on client engagement efforts. + Partner with Chase Wealth Management advisors ... The Client Specialist is a sophisticated wealth expert that...with bankers you will serve as the lead wealth partner . You will help identify the banker's best wealth… more
- Bank of America (Akron, OH)
- Philanthropic Client Manager Boston, Massachusetts;Akron, Ohio **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... learn, grow, and make an impact. Join us! **Job Description:** Philanthropic Client Managers (PCMs) are experts in the management of philanthropic investment… more
- Southern Glazer's Wine and Spirits (Cerritos, CA)
- …wine and spirits distributor, Southern Glazer's isn't just one of Forbes' Top Private Companies; it's a family-owned business with deep roots dating back to 1933. ... comprehensive medical and prescription drug coverage, dental and vision plans, tax -saving Flexible Spending Accounts, disability coverage, life insurance plans, and… more
- Mizuho Corporate Bank (New York, NY)
- …and accurate manner Major Responsibilities: + Assist with implementation of a client centric approach that focuses on delivering optimal onboarding experience for ... The Client by ensuring all onboarding requirements are met in...to fulfill onboarding requests with all pertinent, available KYC, Tax , Regulatory, Legal, and Credit information + Evaluate onboarding… more
- Citigroup (Miami, FL)
- …our client 's needs and expectations. + Actively supports a Private Banker in delivering consistently high quality banking, credit, trust, fiduciary, capital ... private banking relationships by providing efficient and timely client service and problem resolution + Ensure adherence to...Tax -W8ben/Credit Deficiencies to less than 5% of total client base > 120 days, Zero expired BRM's, Zero… more