• Tax Manager - Banking

    Deloitte (Boston, MA)
    …a career in Deloitte's Business Tax Services practice! What You'll Do As a Tax Manager within the Financial Services arm of our Business Tax Services ... Are you a strategic and creative federal tax professional who likes solving complex federal ...Previous Big 4 or large CPA firm experience + Banking , securities and/or capital markets experience The… more
    Deloitte (09/20/25)
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  • Associate Tax Credit Asset Manager

    Wells Fargo (Boston, MA)
    …this role:** **Corporate & Investment Bank (CIB)** delivers a comprehensive suite of banking , capital markets and advisory solutions, including a full complement ... Estate (CRE** ) provides a fully integrated platform of banking , financing, and capital markets solutions to...and private corporations. Wells Fargo is seeking an Associate Tax Credit Asset Manager (Commercial Real Estate… more
    Wells Fargo (10/03/25)
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  • VP, Client Manager

    Banc of California (Boston, MA)
    …these credits (largely capital call lines). In this role, the client manager will work closely with our originations and customer support teams to optimize the ... holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the "bank"). Banc of...WE WIN(R) **THE OPPORTUNITY** The VP Fund Finance, Client Manager will be a key member of our fast-growing… more
    Banc of California (09/30/25)
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  • Portfolio Manager I

    City National Bank (Boston, MA)
    …across a wide range of industries and geographies. Provide customized credit and banking solutions to support working capital , capital expenditures, growth, ... *Portfolio Manager I - Charlotte, NC. * WHAT IS...financials (which may include current and historical financial statements, tax returns, projections and/or cash flow proformas.) * This… more
    City National Bank (09/10/25)
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  • Securities Services -Alternative Fund Services…

    JPMorgan Chase (Boston, MA)
    …fee and carried interest/performance fee calculations, investor allocations and capital account statements in adherence with the control framework, including ... internal policies and procedures + Prepare and/or review capital call and distribution calculations including investor notices and reconcile call proceeds and… more
    JPMorgan Chase (09/12/25)
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  • Securities Services - Alternative Fund Services…

    JPMorgan Chase (Boston, MA)
    …fee and carried interest/performance fee calculations, investor allocations and capital account statements in adherence with the control framework, including ... internal policies and procedures + Prepare and/or review capital call and distribution calculations including investor notices and reconcile call proceeds and… more
    JPMorgan Chase (07/27/25)
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  • JP Morgan Wealth Management - Vice President,…

    JPMorgan Chase (Boston, MA)
    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 ... and complex (eg, GRATs, split-interest trusts). We provide intellectual capital to clients across the wealth continuum and will...Wealth Management, you will need a deep understanding of tax and trusts & estate laws and must be… more
    JPMorgan Chase (09/12/25)
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