- Wipfli LLP (Naperville, IL)
- …and use of financial statements- Direct point of contact from real estate investment client engagements- Partners with client from private equity, joint venture, ... maintain and foster relationship with primary focus on real estate industry- Research and share knowledge of best practices...services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli… more
- Neuberger Berman (New York, NY)
- …member of one of NB Private Wealth's largest Private Asset Management teams, the Senior Estate Planner will advise high-net-worth clients on all aspects of trust ... and estate planning, tax strategy, pre-liquidity events, and...relationships and those with the highest growth potential. The Senior Estate Planner will collaborate with both… more
- Novo Nordisk Inc. (Plainsboro, NJ)
- …wide range of matters related to corporate functions, such as Real Estate , Tax , IT, and Finance, as directed by manager Collaborate work with various ... with a focus on corporate functions (eg, Procurement; Real Estate ; Digital, Data and IT; Finance and Tax...legal support and counseling to corporate functions such as Tax , IT, and Finance, as directed by manager… more
- Banc of California (Beverly Hills, CA)
- …Drives deposit growth consistent with bank's appetite and at direction of Manager . Recommend deposit pricing that ensures retention and promotes growth as market ... Act), Fair Housing Act (FHA), Home Mortgage Disclosure Act (HMDA), Real Estate Settlement Procedures Act (RESPA), Fair Credit Reporting Act (FCRA), Bank Secrecy… more
- Banc of California (Santa Ana, CA)
- …Act), Fair Housing Act (FHA), Home Mortgage Disclosure Act (HMDA), Real Estate Settlement Procedures Act (RESPA), Fair Credit Reporting Act (FCRA), Bank Secrecy ... options including medical, dental, vision, AD&D, supplemental life, long-term disability, pre- tax Health Savings Account with employer contributions, and pre- tax … more
- FM (Waltham, MA)
- …working closely with Senior PM - External Investment Management, direct real estate investment team, the Chief Investment Officer (CIO), and other senior ... of employees, working in more than 100 countries, in a variety of challenging roles. This is a senior role, reporting to VP - Private Alternative Investments and… more
- Neuberger Berman (New York, NY)
- …focusing on retirement cash flow, asset allocation, wealth simulation analysis, income tax , estate and risk management strategies utilizing eMoney software + ... **Summary:** The Neuberger Berman Estate and Wealth Planning Group, comprised of in-house...with the firm's wealth advisors and portfolio managers, the Senior Wealth Planner will be charged with building strong… more
- BXP (Boston, MA)
- …and/or third party requirements. + Analyze and prepare client operating and real estate tax escalations for assigned properties' monthly payment and annual ... and resolve all discrepancies. + Analyze and prepare quarterly Tax and GAAP financial statements, including all supporting schedules...Reporting Structure: + This position reports directly to the Senior Manager and VP, Regional Controller. BXP… more
- Banc of California (Santa Ana, CA)
- …resource groups, and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** The AVP, Senior Loan Administrator is responsible for independent decision-making, the review and ... boarding after satisfactory funding and boarding file reviews. + AVP, Senior Loan Administrator collaborates closely and effectively manages expectations with… more
- Wipfli LLP (Milwaukee, WI)
- …home, Wipfli offers a career-defining opportunity. Responsibilities Under the direction of a Manager , or Senior Manager /Director, the Senior Consultant ... provide solutions for clients pursuing operational excellence and/or technical solutions. The Senior Sage Intacct Implementation Consultant will play a key role in… more
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