Perform other responsibilities as necessary Preferred Qualifications Master's degree in Taxation or Accounting strongly preferred Comprehensive tax planning and consulting experience and demonstrated expertise in taxation and knowledge of federal and state tax laws and regulation Demonstrated success providing consultative service to high net worth individuals and familie

Risk Activities Ensures appropriate and effective collaboration between the Product organization and Risk Management department. Provides BU risk considerations for business/strategic plans. Helps inform, implement and scale a business risk strategy for the BU . Manages timely identification and escalation of risks and issues and consults with BU management surrounding ke

I.Job Purpose and Core Tasks KARL STORZ is seeking a candidate passionate about joining a customer focused culture. If you are interested in contributing within a dynamic and exciting organization, we invite you to join our team where you will directly contribute to supporting a world class customer service organization that has been JD Power certified 9 years in a row. T

Results oriented mindset focused on meeting all client timelines Desire to build a team focused on audits of private equity and venture capital portfolio companies. Readiness to travel with audit teams as needed based on geographic locations of portfolio companies Develop and maintain strong client/investment company owner relationships Ability to collaborate with other s

Lead the execution of multiple engagements e nsuring to provide stakeholders with clear, accurate and well presented work product Direct and assist in the performance of high quality financial analyses, compliance and regulatory assessments, investigations and work product creation Integrate with other StoneTurn practice areas to deliver coordinated services on litigation

Manage a wide range of client relationships. Develop deep knowledge of SVB products and services and demonstrate ability to provide creative solutions to meet client needs. Interact with clients, referrals, and prospects independently. Lead client meetings with cross functional SVB team members and colleagues to position appropriate solutions based on stage and business n

The Director of Debt Management and Compliance reports directly to the Chief Financial Officer and will be responsible for debt management and compliance needs of the UMass Building Authority. Essential Functions Assist UMBA's CFO/Treasurer with the following Manage bond issuance and financial compliance reports/deliverables, including monitoring and managing University P

Status Category Full Time Exempt/Non Exempt Exempt Scheduled Hours Per Week 40 Job Code FS213AU With over 120 offices and nearly 7,000 associates throughout the U.S. CBIZ (NYSE CBZ) delivers top level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national caliber expertise combined with highly personali

At BBH we value diverse backgrounds, so if your experience looks a little different from what we've outlined and you think you can bring value to the role, we will still welcome your application! What You Can Expect At BBH If you join BBH you will find a collaborative environment that enables you to step outside your role to add value wherever you can. You will have direc

Work closely with Partners on assigned client engagements from start to finish. Work with team members to ensure accurate and timely financial reporting, analysis, and research. Oversee and coordinate all phases of audit engagements, review work papers for accuracy and completeness, and review financial statements for suitability of presentation and adequacy of disclosure

Location 1301 Avenue of the Americas New York, New York 10019 KeyBank is committed to growing their National Affordable Housing Platform through their Community Development Lending & Investment group ("CDLI"). CDLI's mission is to help clients and communities thrive. CDLI provides capital solutions for affordable housing and community development projects in urban and rur

Status Category Full Time Exempt/Non Exempt Exempt Scheduled Hours Per Week 40 Job Code FS213TC With over 120 offices and nearly 7,000 associates throughout the U.S. CBIZ (NYSE CBZ) delivers top level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national caliber expertise combined with highly personali

Assign work or tasks to team members daily Manage variable workload to ensure all work is completed timely Forecast conditions and implement plan for workload and projects to meet goals Coaching and training to develop supervisors Hold weekly I ls with every member of team First level of contact for personnel issues Perform general tasks, such as weekly reports and admini

YOUR MISSION Responsible for the consolidation of the financial planning and reporting in the Region and for the preparation of the business reviews and presentation to the Board. Specifically responsible for the Wholesale, Retail, and JV controlling and financial planning process for both US & Canada business (Net Sales, Gross Profit, OVCs, and Inventory), ensuring align

Newport, an Ascensus company, helps employers offer their associates a more secure financial future throughretirement plans,insuranceandconsulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport is independent, experienced, and responsive. Section 1 Position