- Trust Counsel PL (Coral Gables, FL)
- …clients. Administer individual and family trusts, overseeing investments, banking activities, real estate holdings, and ensuring tax compliance. Prepare ... Form 706 for Estate and Generation-Skipping Taxes, coordinate with clients and service providers (CPAs, Financial Advisors, Insurance Providers) to receive… more
- FM (Waltham, MA)
- …loss-prevention engineering and research; risk management skills and support services ; tailored risk transfer capabilities; and superior financial ... and working closely with Senior PM - External Investment Management, direct real estate investment team, the Chief Investment Officer (CIO), and other senior… more
- Wipfli LLP (Milwaukee, WI)
- …that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and ... + Lead client advisory engagements at a CFO-level, delivering strategic financial insights and operational guidance. + Drive change management initiatives to… more
- Wipfli LLP (Denver, CO)
- …that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and ... offers a career-defining opportunity. Responsibilities Responsibilities: + Manage day-to-day financial reporting accuracy for assigned clients + Assist with complex… more
- Wipfli LLP (Milwaukee, WI)
- …that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and ... Wipfli offers a career-defining opportunity. Responsibilities Responsibilities: + Review financial reporting packages and work papers for quality, completeness, and… more
- Wipfli LLP (Milwaukee, WI)
- …that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and ... remotely from anywhere in the US. Responsibilities Responsibilities: + Review financial reporting packages and work papers for quality, completeness, and timely… more
- Jars Cannabis (Troy, MI)
- …for building and enforcing a high performing finance function, ensuring accurate financial reporting, and creating structure around 280E tax treatment, ... to provide only the highest quality of product and service to our customers and the communities that we...Core Responsibilities Financial Leadership - Lead all financial operations, including accounting, FP&A, tax , treasury,… more
- Affinius Capital (Dallas, TX)
- …and debt capital, including to capitalize on the accelerating demand for technology-driven real estate assets, to meet the critical need for housing solutions, and ... visit affiniuscapital.com. **Job Description** The Vice President/Senior Vice President Fund Financial Operations (FFO) is an integral member of the financial… more
- Tradeweb (New York, NY)
- …Best Companies_ (2024) and by US News & World Report as one of the _Best Financial Services Companies to Work For_ . Tradeweb Markets LLC ("Tradeweb") is proud ... market data, geographic location, and internal guidelines. **Other Benefit Programs** + Pre- Tax Commuter Benefits Program + ARAG Legal Services + Employee… more
- Banc of California (Los Angeles, CA)
- …Banc of California offers a broad range of loan and deposit products and services , with full- service branches throughout California and Denver, Colorado, as well ... business operates, and assess the capability of its management. + Complete spreadsheet of financial statements and/or tax returns. + Analysis of tax returns,… more
- One Medical (San Francisco, CA)
- …employers and health networks. Our seamless in-office and 24/7 virtual care services , on-site labs, and programs for preventive care, chronic care management, common ... by providing venipuncture as well as other clinical support services . You will be an ambassador for patients, with...mastery of human connection and a strong drive for service . You will remove barriers to care, resulting in… more
- Banc of California (Brea, CA)
- …Banc of California offers a broad range of loan and deposit products and services , with full- service branches throughout California and Denver, Colorado, as well ... various types of lending to businesses within C&I, investor real estate, and other specialty types of industries with...flow calculations over multiple years, as well as analyzing tax returns, financial statements, and be able… more
- Banc of California (Escondido, CA)
- …Banc of California offers a broad range of loan and deposit products and services , with full- service branches throughout California and Denver, Colorado, as well ... to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable...for the delivery of the Banks credit products and services to middle market and other business clients and… more
- Banc of California (Chevy Chase, MD)
- …Banc of California offers a broad range of loan and deposit products and services , with full- service branches throughout California and Denver, Colorado, as well ... MAKE A DIFFERENCE** + Responsible for spreading operating history, personal and entity financial statements and/or tax returns, as applicable and required for… more
- Banc of California (San Diego, CA)
- …Banc of California offers a broad range of loan and deposit products and services , with full- service branches throughout California and Denver, Colorado, as well ... to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable...for the delivery of the Banks credit products and services to middle market and other business clients and… more
- One Medical (Walnut Creek, CA)
- …employers and health networks. Our seamless in-office and 24/7 virtual care services , on-site labs, and programs for preventive care, chronic care management, common ... mastery of human connection and a strong drive for service . You will remove barriers to care, resulting in...friends and family Employee Assistance Program - Free confidential services for team members who need help with stress,… more
- Banc of California (Los Angeles, CA)
- …of collateral including but not limited to filing of UCC1 and ordering of Tax Service Contracts. + Perform all post-closing follow up including receipt of ... loans. + Minimum of six(6) years of commercial loan administration and financial services experience including: loan documentation preparation, loan closing and… more
- Tradeweb (Jersey City, NJ)
- …Best Companies_ (2024) and by US News & World Report as one of the _Best Financial Services Companies to Work For_ . Tradeweb Markets LLC ("Tradeweb") is proud ... work experience required + 1-3 years of experience in financial services + Must be comfortable using...geographic location, and internal guidelines. **Other Benefit Programs** + Pre- Tax Commuter Benefits Program + ARAG Legal Services… more
- One Medical (New York, NY)
- …employers and health networks. Our seamless in-office and 24/7 virtual care services , on-site labs, and programs for preventive care, chronic care management, common ... you today Paid sabbatical for every five years of service Free One Medical memberships for yourself, your friends...friends and family Employee Assistance Program - Free confidential services for team members who need help with stress,… more
- Banc of California (Santa Ana, CA)
- …Banc of California offers a broad range of loan and deposit products and services , with full- service branches throughout California and Denver, Colorado, as well ... is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and… more
