- Fidelity TalentSource LLC (Chicago, IL)
- …key decision makers, influencers and C- suite committee members. The Book-of-Business is in our new TEM Core Market and will consist of ~ 40+ Active clients with ... experience, preferably within the Retirement Industry.Experience working directly with Tax -Exempt Plan Sponsors and Participants is helpful, but not required.… more
- CohnReznick LLP (Los Angeles, CA)
- …Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do! We ... currently have an exciting career opportunity for a Tax Senior Associate to join the team in our...private equity, venture capital, hedge, real estate, cannabis, private credit , and other alternative investment funds. You'll gain valuable… more
- Fidelity TalentSource LLC (Tukwila, WA)
- …relationships? Are you interested in helping families dedicatedly navigate life stages? The new Wealth Planner role may be for you.The Wealth Planner focuses on ... family psychologyConsistent record building wealth management plans and strategies with new and existing clients and prospects through fee-based services (including… more
- Fidelity TalentSource LLC (Atlanta, GA)
- …outside investments and offering suitable solutions to meet the customers needsActively engaging Tax Exempt Market retirement plan participants in a needs based ... of experience in a customer service or sales role preferredKnowledge of tax exempt retirement products and services highly desirablePrevious phone center experience… more
- Fidelity TalentSource LLC (Covington, KY)
- …and overall financial education for participants of retirement plans within the tax -exempt market . \u00A0\u00A0This communication consultant role sits within the ... Tax -Exempt Market , under Fidelity Personal Investing. \u00A0We are aligned closely...on identified plan goals following execution of communicationsListening for new client opportunities and actively engaging the Fidelity service… more
- WSFS Bank (Berwyn, PA)
- …legal, tax and other professional service providers to develop new relationships, retain existing business, and promote additional services to current ... for high-net-worth individuals and have overall responsibility for the development of new relationships which involve the sale and servicing of credit ,… more
- nrg (Princeton, NJ)
- …Assist with other legal matters, including subsidiary management, due diligence, credit agreements and capital markets transactions, contract administration, and ... brandsIf you reside in or intend to work remotely from California, Colorado, New York or Washington State, you may contact ###@nrg.com for compensation information… more
- Fidelity TalentSource LLC (Boston, MA)
- …Fidelity and the broader marketplace to understand client needs to innovate new products and solutions, then develop sales collateral and presentations to introduce ... IPOs, mergers, and divestituresAwareness of marketplace trends, and the tax , regulations, and compliance requirements impacting equity programsExperience developing… more
- Fidelity TalentSource LLC (Palo Alto, CA)
- …to achieve mastery of fundamental planning and advice topics across Corporate & Tax -Exempt Market (TEM) clientsWillingness to travel (up to 75%)The TeamThe ... planning experience preferredDemonstrated ability to independently problem solve/prepare for new challengesWillingness to engage in complex conversations with a… more
- PNC (MA)
- …work with and supervise the NMTC Compliance Program Specialist to manage PNC's compliance with New Markets Tax Credit (NMTC) program regulations and ... are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering...success. As a NMTC Compliance Program Supervisor within PNC's Tax Credit organization, you will be based… more
- Deloitte (Los Angeles, CA)
- …incentives opportunities including Research and Development tax credit /deduction analyses, New Markets Tax Credit , Qualified Opportunity Zones, ... and incentive services, including the Research and Development credit , the New Market Tax Credit , Qualified Opportunity Zones, Renewable Energy … more
- Deloitte (Philadelphia, PA)
- …incentives opportunities including Research and Development tax credit /deduction analyses, New Markets Tax Credit , Qualified Opportunity Zones, ... including the Research and Development credit , the New Market Tax Credit...R&D tax incentives experience and/or experience with New Markets Tax Credits, Qualified… more
- Capital One (Mclean, VA)
- … credit programs, including Low-Income Housing Tax Credit (LIHTC) and New Market Tax Credit (NMTC) At this time, Capital One will not sponsor ... Provide tax oversight and planning for federal tax credit programs **Skills:** + Strong technical...a new applicant for employment authorization for this position. Capital… more
- US Bank (St. Louis, MO)
- …with their experience. Negotiates, structures, underwrites, and closes equity investments that utilize New Markets Tax Credit (NMTC) and/or Historic ... Tax Credits (HTC) programs in market areas serviced by US Bancorp Impact Finance. Manages...of directly related experience **Preferred Skills/Experience** - Understanding of tax credit investments and knowledge of regulatory… more
- US Bank (Denver, CO)
- …and/or lender risk mitigation. Ability to apply knowledge to new business opportunities (eg, new tax credit programs, new asset classes or products) ... you thrive at every stage of your career. Try new things, learn new skills and discover...Seven to ten years of experience in renewable energy, tax credit equity, project finance, or commercial… more
- JPMorgan Chase (New York, NY)
- …and mixed-income housing, CDFI financing, and Historic Tax Credit and New Markets Tax Credit investing. CDB's clients include: for-profit ... construction, bridge, and permanent lending for Low Income Housing Tax Credit (LIHTC) and non-LIHTC affordable, workforce...for a broader income range than traditional affordable or market rate housing. We leverage capital sources other than… more
- JPMorgan Chase (Washington, DC)
- …Bank. The position will work with multiple lines of business within Chase including New Markets Tax Credit (NMTC) investing, Community Development ... solutions for transactions involving multiple sources of capital, including NMTC equity, tax increment financing, grants, and credit enhancement sources + Lead… more
- KPMG (Los Angeles, CA)
- …Develop and sustain excellent client relationships during delivery of R&D tax credit services + Assist in new business development, including add-on business ... .kpmg.us/services/accounting-methods-credits.html) practice. Responsibilities: + Conduct research and development (R&D) tax credit consulting and project management +… more
- PNC (AZ)
- …an opportunity to contribute to the company's success. As an Originator within PNC's Tax Credit organization, you will be based in Portland, Denver, Louisville ... conventional and affordable rental housing that qualifies for low-income tax credits and/or permanent loans which may qualify for... Markets - Knowledge of existing and planned markets and market -related initiatives from the perspectives… more
- Edgewood Management Corporation (Baltimore, MD)
- …of residential commercial real estate. Work involves managing the operations of an assigned tax credit community and performing related duties. A Tax ... compliance with applicable HUD regulations, Housing Authority policies and Low-Income Housing Tax Credit (LIHTC) compliance. Work is performed with considerable… more
