- Huntington National Bank (Pittsburgh, PA)
- Description Title: Regional Banking Tax Program & Marketing Specialist Summary: The Regional Banking Tax Program & Marketing Specialist ... will support the PA Tax Credit program and assist the Regional Marketing &...Minimum of 5 years of monitoring or supporting a banking or financial process or program . OR… more
- TD Bank (Manchester, NH)
- …Business:** TD Wealth **Job Description:** The Private Client Service (PCS) Senior Income Tax Advisor is responsible for the timely and effective tax compliance, ... relationship management, and planning for an assigned section of individual tax clients and trusts and estates. Works closely with Trust Officers and Investment… more
- Choice Hotels (North Bethesda, MD)
- …recommendations, revolver notices, interest payments & compliance reporting + Work with tax , legal and regional teams to monitor and manage global ... Manager, Banking & Cash Management Who are we looking...prioritizes our associate wellbeing by offering a comprehensive benefits program that is both competitive and flexible to help… more
- New York State Civil Service (White Plains, NY)
- NY HELP Yes Agency Taxation & Finance, State Title Auditor 1 ( Tax )/Auditor Trainee 1 ( Tax )/Auditor Trainee 2 ( Tax ) (NY HELPS) Occupational Category ... Telecommuting allowed? Yes County Westchester Street Address Mid Hudson Regional Office 44 South Broadway - 6th Floor City...State NY Zip Code 10601 Duties Description Auditor 1 ( Tax ) performs on-site field audits and examinations of taxpayers'… more
- Banc of California (Anaheim, CA)
- …BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the "bank"). Banc of California is one of ... the nation's premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed… more
- First Horizon Bank (Memphis, TN)
- …be completed within a production-based environment and includes: financial statement and tax return spreading into Bank software or templates, creating and updating ... and provide analysis on leases, appraisals, budgets, projections, guarantor documents, tax returns, cash flows, financial ratios, trends and debt repayment capacity.… more
- Banc of California (Woodland Hills, CA)
- …BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the "bank"). Banc of California is one of ... the nation's premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed… more
- Truist (Philadelphia, PA)
- …job description:** Responsible for leading the growth and profitability of a regional Truist Wealth Advisor Team by increasing the team's revenues, expanding ... and risk management services, retail and mortgage credit, and general retail banking services) through the coordination of Wealth Advisors and partners such as… more
- City of New York (New York, NY)
- …sector defined benefit pension plan with steady monthly payments in retirement. oa tax -deferred savings program and oa robust Worksite Wellness Program ... BRIDGE EXAM No. 3971 From: June 7, 2023, To: July 18, 2023 Division/ Program Summary Description: Division of Finance has central responsibility and authority for… more
- Wellpath (Santa Maria, CA)
- …insurance * Tax free Health Spending Accounts (HSA) * Wellness program featuring fitness memberships and product discounts * Preferred banking partnership ... * Tuition Assistance and dependent Scholarships * Employee Assistance Program (EAP) including free counseling and health coaching *...of care support. **How you make a difference** The Regional Vice President of Local Government is a pivotal… more
- Wellpath (Lemoyne, PA)
- …insurance * Tax free Health Spending Accounts (HSA) * Wellness program featuring fitness memberships and product discounts * Preferred banking partnership ... * Tuition Assistance and dependent Scholarships * Employee Assistance Program (EAP) including free counseling and health coaching *...care support. **How you make a difference** As a Regional Manager, you will be responsible for monitoring and… more
- Banc of California (San Francisco, CA)
- …BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the "bank"). Banc of California is one of ... the nation's premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed… more
- JPMorgan Chase (Palo Alto, CA)
- 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 ... & Advice, you will have a comprehensive understanding of tax and trust & estate laws, and the ability...be goal-oriented, with a thorough understanding of various investment, banking , and lending products and platforms. Your day to… more
- Fifth Third Bank, NA (Cincinnati, OH)
- Make banking a Fifth Third better(R) We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth ... Sales Practice Leader drives growth through the development of strategy, go-to-market program , advisor education and sales resources with direct oversight of Private… more
- NBT Bank (Manchester, NH)
- …company in business activities and community-related functions. The position will partner with regional law firms and tax professionals to enhance our Wealth ... target and secure new customers. + Strong knowledge of fiduciary laws, tax considerations and regulatory requirements. + Completion of career specific training such… more
- TD Bank (New York, NY)
- …Wealth Lending Advisor is at the center of the TD Wealth Private Banking model in affiliate channels providing business development, wholesaling, direct net asset ... and client contact, wholesales and distributes complex custom Private Banking solutions [principally securities-based lending] to Registered Investment Advisors in… more
- Truist (Asheville, NC)
- …(Single Family or Multi-Family) * Graduate of a leadership or management development program (Such as LDP, Banking School) **General Description of Available ... but not limited to, strategic asset allocation recommendations, multi-generational estate and tax planning, cash flow analysis and budgeting, and credit and risk… more
- First Horizon Bank (Knoxville, TN)
- …of knowledge of fiduciary duties and applicable laws, including trust and tax law, estate planning techniques, financial planning, asset management and prudent ... Provides proactive advice to clients on FH's products/services, emerging issues, regulatory/ tax changes, and appropriate actions for the client. Combines technical… more
- Wells Fargo (Wilmington, DE)
- …Wells Fargo. It all begins with outstanding talent. It all begins with you. ** Banking , Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and ... and ultra-high-net-worth individuals and families based on needs related to banking , custom lending, and trust services. These bank specialists leverage resources,… more
- First Horizon Bank (Knoxville, TN)
- …sensitive borrower income documentation for application entry to include, but not limited to, tax returns and paycheck stubs. + Actions the borrower must take to be ... required to decision a borrower's mortgage loan application for a workout/modification program . + The status of any loss mitigation application that the borrower… more