- Michael Page (Atlanta, GA)
- …net worth families, single family offices, foundations, and endowments. Job Description The Senior Tax Associate will be responsible for but not limited to: ... Assist with tax compliance Review individual, trust , partnership, and multi-state tax returns Review quarterly reports...all other qualified applicants. The Successful Applicant The successful Senior Tax Associate will have the following:… more
- Capvision (New York, NY)
- …verbal communication Gain commitment for an initial visit or initial call with a Senior Sales Associate Assist Sales Team with user acquisition and prospecting ... research and consulting services to some of the largest private equity funds, hedge funds and consulting firms across...the globe. Capvision is currently looking for a Sales Associate to assist with their continued rapid expansion into… more
- The Aspen Institute (Washington, DC)
- …attendee communications in collaboration with the Events Manager Work with the Senior Associate for Marketing and Communications to support additional ... and shared prosperity. We believe that transformational change requires innovation, trust , leadership, and entrepreneurial thinking. Aspen FSP galvanizes a diverse… more
- Brilliant Corners (Los Angeles, CA)
- …within the Project Based Voucher (PBV) Pipeline Team. In collaboration with the Associate Director and Senior Consultant, this position leads the charge in ... An MRSA is a long-term operating agreement between Brilliant Corners and private housing providers, where Brilliant Corners reserves a specific number of units… more
- Grant Thornton (New York, NY)
- The Senior Associate will support complex valuation engagements across the alternative credit spectrum, with a primary focus on illiquid private credit ... + Perform independent valuation of alternative credit investments, including private loans ( senior , Unitranche, mezzanine, second lien)...we believe in making business more personal and building trust into every result - for our clients and… more
- Grant Thornton (Reno, NV)
- As the Private Wealth Services Tax Senior Associate , you'll perform compliance services for complex tax returns and provide income, estate, and gift tax ... support to help you excel. You'll collaborate with the Private Wealth Services Tax team and make recommendations on...we believe in making business more personal and building trust into every result - for our clients and… more
- CIBC (New York, NY)
- …visit CIBC.com (https://www.cibc.com/en/about-cibc.html) As a ** Senior Client Service Associate ** , you will support Private Wealth relationship management ... self to work and you live our values - trust , teamwork, and accountability. At CIBC, we offer a...driven by a business culture based on common values: Trust , Teamwork and Accountability. Working with CIBC makes you… more
- AON (New York, NY)
- Senior Private Equity Broker, Middle Market As...the world. As an organization, we are united through trust as one inclusive team and we are passionate about ... the carriers and underwriters. + Mentor and help develop associate brokers on the team. + Work as a...the applicable plan documents and policies. #LI-CC1 #LI-HYBRID 2563497 Senior Private Equity Broker, Middle Market As… more
- JPMorgan Chase (Irvine, CA)
- …to provide you with the opportunity to take your career to the next level. As a Private Banker Associate in the US Private Bank, you are responsible for ... a first-class experience to clients within JP Morgan's US Private Bank. If you have an entrepreneurial mindset and...providing support to a Senior Banker in all facets of managing their books… more
- Regions Bank (Clearwater, FL)
- …into the careers section of the system. **Job Description:** At Regions, the Private Wealth Management Associate Wealth Advisor, through the mentorship of a ... Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit… more
- UMB Bank (Chandler, AZ)
- …agency, IRA, and other assigned accounts, handling complex situations. The **Sr.** ** Trust Advisor** within our Private Wealth Management team builds long-term ... the company to have a diverse revenue stream. The Trust Advisor team is one part of the client...and Bank products and services (ie, investments, insurance, brokerage, private banking, retirement planning). + You have 10 or… more
- City of New York (New York, NY)
- …and maintaining detailed development pro formas, obtaining all financing sources for Trust projects (including as applicable senior debt, historic tax credits, ... June 16, 2022, Governor Kathy Hochul signed the NYC Public Housing Preservation Trust Act, which authorized creation of the NYC Public Housing Preservation Trust… more
- Wipfli LLP (Chicago, IL)
- …conduct high level review of complex tax returns for our individual clients and trust returns + Stay current with changes in tax laws and regulations, advising ... service and understanding their business needs + Work closely with partners, senior managers, seniors, and staff to integrate practice development skills into a… more
- Bank of America (San Francisco, CA)
- …market and manages the market expenses. The MPWCRM partners closely with the Senior Private Wealth Client Relationship Manager (SPWCRM) to support the ongoing ... Private Wealth Client Relationship Manager San Francisco, California...their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are… more
- Umpqua Bank (Seattle, WA)
- Sr Private Bank Relationship Manager Wealth Management Seattle, Washington Seattle, Washington Seattle, Washington Seattle, Washington **Description** **About Us:** ... can only achieve this through the dedication of ourassociates. We value Trust , Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are… more
- JPMorgan Chase (San Diego, CA)
- …and motivated to provide a first-class experience to clients within JP Morgan's US Private Bank. If you have an entrepreneurial mindset and are looking to constantly ... level. As a Program Banker Analyst in the US Private Bank, you will work on an integrated team...with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new clients… more
- Grant Thornton (Chicago, IL)
- As a Partnership Tax Senior Associate , you'll perform compliance for complex tax returns and provide tax consulting services for your individual, trust , ... with proficiency in US GAAP, tax compliance, partnership, S corporation, individual and trust returns; proven ability to identify issues and work with specialists in… more
- Zions Bancorporation (El Segundo, CA)
- …Satisfaction" in Small Business & Middle Market Excellence Awards. We are looking for a Senior Power Finance Associate in El Segundo, CA . This role focuses on ... Associates at California Bank & Trust work in a relationship-centered culture where they...and with each other. Our workplace culture values each associate 's unique experiences, background and perspectives and provides a… more
- Grant Thornton (Los Angeles, CA)
- As a Financial Due Diligence Senior Associate , you'll focus on middle-market transactions, serving dynamic organizations with experienced professionals who bring ... advisory engagements, providing carve-outs and similar services to clients, private equity investors, and asset-based lenders. + Help organizations realize… more
- Grant Thornton (Atlanta, GA)
- As the Transaction Tax Senior Associate you will lead innovative tax planning, consulting, and compliance skills on M&A projects for your multiple clients - all ... on the tax aspects of the transaction + Assist Senior Managers on project development, client pursuit initiatives and...forward limitations pursuant to IRC Section 382 for both private and public clients + Other duties as assigned… more
