- 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
- Wipfli LLP (Naperville, IL)
- …firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its ... subsidiary entities are not licensed CPA firms. Job LocationsUS-IL-Naperville Job ID 2025-7208 Category Outsourced Accounting Remote Yes more
- Vaco by Highspring (Maitland, FL)
- …can progress to a senior accountant role, potentially specializing in areas like tax , audit, or real estate reporting. Further career advancement may lead to ... years' experience in preparing financial statements, audit engagements, and tax compliance. Knowledge of accounting practices including GAAP and...management positions, such as accounting manager or controller. Vaco by Highspring values a diverse… 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
- 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 ... Managers, and clients. Reporting Structure: + This position reports directly to the Senior Manager and VP, Regional Controller. Salary Range: $90,180 - $125,505.… 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
- 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
- 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
- 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
- Banc of California (Brea, CA)
- …presentation of loan request. Guide credit request through review by division manager , and senior credit review officers. Assist loan administration through ... perform analysis, due diligence, and underwriting of proposed commercial real estate loan requests. Review initial borrower submissions, perform analysis of… 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
- Wipfli LLP (Milwaukee, WI)
- …home, Wipfli offers a career-defining opportunity. Responsibilities Under the direction of a Manager , Senior Manager , or Director, the Senior ... management. Preferred Qualifications + Experience implementing CRM in Construction/Real Estate , Nonprofit, or Manufacturing industries. + Experience with Agile… more
- Banc of California (New York, NY)
- …resource groups, and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** The SVP, Credit Manager is responsible for hands on management of all credit risk aspects of ... staff. + Reviews reports to ensure reporting/operating compliance and real estate inspection ticklers are maintained. + Shows interpersonal adaptability when dealing… more
- GRF CPAs & Advisors (Bethesda, MD)
- Summary of Responsibilities: The Estate and Trust Tax Senior Manager is responsible for the efficient, accurate, complete, and timely review of all ... years of experience in public accounting demonstrating a progression in estate and gift tax return complexity, scope, and research and management capabilities. +… more
- Wipfli LLP (Lincolnshire, IL)
- … estate plans + Expertise in IRC Sections 671-679 (Grantor Trust rules) and estate tax law principles + Familiarity with family office services and private ... understanding their business needs + Work closely with partners, senior managers, seniors, and staff to integrate practice development...and consulting in public accounting + Deep understanding of estate , gift, and trust tax laws and… more
- Wipfli LLP (Southfield, MI)
- … estate plans + Expertise in IRC Sections 671-679 (Grantor Trust rules) and estate tax law principles + Familiarity with family office services and private ... understanding their business needs + Work closely with partners, senior managers, seniors, and staff to integrate practice development...and consulting in public accounting + Deep understanding of estate , gift, and trust tax laws and… more
- Walmart (Bentonville, AR)
- **Position Summary ** This Senior Manager , Tax will be...of all real property. As part of the Real Estate Property Tax team, you will have the ... you'll do ** + Managing the implementation of complex tax activities and initiatives for Property Tax ...an in-depth knowledge of relevant statues, court decisions, real estate appraisal techniques, and local customs and practices. +… more
- Walmart (Bentonville, AR)
- **Position Summary ** **What you'll do ** The Senior Manager will lead the efforts and associated support team that manages and executes all Real Estate and ... capital related procurement transactions and accounting journal entries. The Senior Manager will provide supervisory and oversight...over the outside contracted team members executing our Real Estate and other related journals, as well as lead… more
- US Foods (Rosemont, IL)
- …Join Our Community of Food People! The Real Estate Manager will report to the Senior Director, Real Estate ... securing audit services as necessary + Work with Sr Manager to reconcile operating expenses and real estate...with the terms of the Company's lease + Support Senior Director, Real Estate in Supply Chain… more
- Cherry Bekaert (Waltham, MA)
- …Our **Core Tax Services (https://www.cbh.com/services/ tax /)** team is seeking a ** Senior Tax Manager ** to support our Boston, MA market on ... training and developing less experienced professional staff. **As a Tax Senior Manager , you will:**... tax compliance and planning as well as estate tax compliance and planning are a… more
