- Fidelity TalentSource LLC (Ponte Vedra Beach, FL)
- …Cash Flow Analysis, Investment Strategy, Retirement Planning, Income Protection, Asset Protection, Tax Strategies, and Family AssistanceDemonstrated experience ... and implementing solutions (eg financial plans / mentorship delivered, handled money, asset consolidation and retention, etc.)The Purpose of Your RoleAs a Wealth… more
- Fidelity TalentSource LLC (Boston, MA)
- …strong business/technical knowledge of products offered in the wealth management and asset management spaceExperience with tax managed equities or separately ... s broad and deep institutional investment management products and capabilities in equity , fixed-income, high-income and global asset allocation. We are… more
- Huntington National Bank (Lansing, MI)
- …Impact Capital ("CIC") Project Manager Analyst will support Project Managers in working on tax credit equity and debt underwriting and project management of ... closers, loan administrators, RETS, third-party reports, counsel, other lenders, etc.). Ensure proposed tax credit financed project complies with all tax … more
- PNC (Boston, MA)
- …opportunity to contribute to the company's success. As an Underwriter IV within PNC's Tax Credit organization, you will be based in Boston, Louisville, Portland ... portfolio as assigned. Interacts with internal/external customers. Provides recommendations for credit structuring. Serves as subject matter expert for certain … more
- JPMorgan Chase (Columbus, OH)
- …substantial wealth, utilizing the Private Bank's discretionary investment management, brokerage, tax and estate planning, credit , capital raising and specialty ... The Wealth Management (WM) Credit Risk team is seeking a Lead ...including underwriting. + Actively participate in diversity, inclusion and equity efforts across the organization. **Required qualifications, capabilities, and… more
- Kohler Co. (Kohler, WI)
- …**Location:** Kohler, WI - Hybrid **Opportunity** Prepare US federal and state tax fixed asset computations, analyses, and write-ups. Research and analyze ... + Analyze fixed assets to validate compliance with income tax regulations and reporting + Review asset ..._Research, Analysis and Defense_ + Analyze fixed assets for credit eligibility + Complete scenario analysis to determine additional… more
- Internal Revenue Service (Washington, DC)
- …hear from employees themselves. Responsibilities Office of Chief Counsel, IRS, the largest tax law firm in the country, is looking for enthusiastic individuals to ... multiple Business Units in the Office of Chief Counsel. As a General Attorney ( Tax ) for the Associate Chief Counsel, you will perform the following principal duties… more
- Clark Construction Group, LLC (Mclean, VA)
- …leaders. **Responsibilities** + Lead strategic projects and focus areas including 1) Research Tax Credit , 2) Green Energy Incentives included in the Inflation ... a public accounting firm and/or relevant industry (construction, private equity or real estate preferred) + Domestic partnership income...accounting (percentage of completion) + Exposure to the research tax credit + Experience with ASC 740… more
- US Bank (Denver, CO)
- … Exits will manage the simultaneous unwind of syndicated investment funds and lower tier tax credit transactions, as well as direct investments of US Bank Impact ... Finance. The Director will: + Negotiate investor exits from equity investments that involve one or more of Low...its financial impact. + Ensure that the exit from tax credit projects adheres to US Bancorp… more
- TD Bank (Philadelphia, PA)
- …Lead/Sr. CRA Asset manager to extract key data and information to Housing credit asset management system, EUCs + Assigned investment tasks may include a mix ... Performs post on-boarding review of new investments on Housing Credit asset management system to ensure data...years related experience required + Detailed knowledge of Housing Tax credit and other CRA, public welfare… more
- US Bank (Denver, CO)
- …energy, or related field + Seven to ten years of experience in renewable energy, tax credit equity , project finance, or commercial lending. + Expertise with ... and Sponsors, furthering USBIF's relationships. AM responsibilities include forecasting equity fundings and credit delivery, monitoring project...to apply knowledge to new business opportunities (eg, new tax credit programs, new asset … more
- Aston Carter (Lake Oswego, OR)
- …Responsibilities: -Prepare complex multi-state business, fiduciary, and individual tax returns -Provide timely and high-quality services exceeding client ... additional areas of service and planning opportunities -Research and develop tax planning strategies -Pursue new business development -Maintain relationships with… more
- City and County of San Francisco (San Francisco, CA)
- …with CSC Rule 111A. Our Mission The Office of the Treasurer & Tax Collector (https://sftreasurer.org/) serves as the banker, tax collector, collection agent, ... excellent services for taxpayers, customers, and our community. By promoting diversity, equity , and inclusion, we are a stronger, smarter, and more informed… more
- JPMorgan Chase (Chicago, IL)
- …team has invested or raised from other institutional investors over $40 billion of tax equity for renewable projects working with our clients that include most ... analysis) to structure and analyze energy investment opportunities (principally renewable energy tax credit transactions). You will be a key member of… more
- JPMorgan Chase (Chicago, IL)
- …Compliance Manager within DAH's portfolio. The Direct Affordable Housing (DAH) Group within Tax Oriented Investments (TOI) is an equity investor in affordable ... are seeking an experienced Administration Associate to join our team! As a Tax Oriented Investments - Affordable Housing - Associate within the Direct Affordable… more
- Manulife (Los Angeles, CA)
- …Manulife Investment Management ("MIM") is the global wealth and asset management segment of Manulife Financial Corporation. Manulife Investment Management's ... investment manager. **General Accountability:** The **Sr. Financial Reporting Analyst, Asset Management** is generally responsible for overseeing and providing… more
- ADP (Nashville, TN)
- …successfully selling into the business community, preferably in the up market of HCM sales; tax credit experience is an asset . + Proven ability to canvass, ... **ADP is hiring a District Sales Manager focused on Tax Credits / Business Incentives.** In this position, you'll...may include additional compensation in the form of bonus, equity or commissions. We offer the following benefits: Medical,… more
- JPMorgan Chase (New York, NY)
- JP Morgan Chase Asset Management team is looking for energetic, creative talent to join our Product- Summer Analyst Program. The nine-week program kicks off with a ... engage your skills. As a Summer Analyst in the Asset Wealth Management (AWM) Product team, you will join...equities, fixed income, real assets, hedge funds and private equity . You'll collaborate with industry experts to develop investment… more
- JPMorgan Chase (Denver, CO)
- …is involved with every facet of wealth management, including investments, liquidity and credit management, and tax and estate planning. Our business model ... within the Private Bank including but not limited to credit and lending, multi- asset class investments, wealth...various teams, including but not limited to market strategy, equity , and alternative investment teams to conduct research and… more
- Byline Bank (Chicago, IL)
- …field exams, tax returns, operating statements, personal financial statements, credit reports, and asset searches. + Recommends appropriate outside counsel, ... **Objective of Position** : The Special Asset Group (SAG) Sr. Manager is responsible for...& Portfolio Management Department. + Presents clear and concise credit approval requests (with credit analyst and… more
