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The Core Tax Services Manager is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. In this role, Core Tax Services M
Posted 4 days ago
Presidio, Inc.
- Irving, TX / Houston, TX / Woburn, MA / 1 more...
As a Financial Services Industry Advisor, Sr. Director, you will serve as the authoritative voice and expert collaborator for Presidio Sales teams working with prominent FSI organizations, including global banking, capital investments, mortgages and payment services companies. This role involves bringing together industry solutions, partner solutions, and technology aware
Posted 4 days ago
Strictly adheres to Bank Secrecy Act requirements and applies organizational policies and procedures in all activities Supervises the operations of the branch including the lobby and teller line, establishing staffing schedules, performing audits, evaluating employee performance, and monitoring compliance Recruits, trains, coaches, leads, schedules, motivates, and evaluat
Posted 1 day ago
Cadence Bank
- Houston, TX / Birmingham, AL / Atlanta, GA
Portfolio Management Sourcing of prospective investments through active calling effort Monitors financial performance of individual funds Coverage of industry conferences (SBIA, ILPA) to stay abreast of trends and regulatory changes in the private investment industry Coverage of each fund's annual meeting to stay in tune with fund activities including changes in team, upc
Posted 3 days ago
As a Branch Supervisor Float, you'll help UNIFY's credit union members safeguard their assets! At UNIFY, you matter and are supported, because your success is integral in the overall success of the teams and the experience of our members. Our members are the priority. As a Credit Union we are not driven by profit margins and stock prices (like other financial institutions
Posted 1 day ago
Complete FCMA roadmap as intended and all onboarding activities from day one to program completion, including the successful completion of a Consultative Selling Skills Certification Become proficient at deepening Consumer and Small Business customer relationships by providing a memorable customer experience Gain knowledge, demonstrate and maintain a working knowledge of
Posted 1 day ago
Are you ready to take your career to the next level? Regional strives to positively impact the financial lives of our customers. For over 35 years, our Team Members have been passionate about supporting customers through their financial challenges in life. They take pleasure in finding solutions and lending a helping hand, both to our customers and our communities. As we
Posted 2 days ago
Company Overview When you feel connected to your work, you feel more engaged. At Haworth, you can pursue a career that offers you ample opportunity to build your portfolio and expand your skillset in an exciting and inclusive environment. Join a company that values innovation, inspiration, and you! HAWORTH is a global leader in office furniture and architectural interiors
Posted 4 days ago
Grow your career with a growing organization Whether they're helping people reach their long term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to beat. And from a personal satisfaction perspective, you'll enjoy the freed
Posted 7 days ago
Crum and Forster
- Alpharetta, GA / Charlotte, NC / Atlanta, GA / 3 more...
Responsible for review and analysis of underwriting data to build and maintain a profitable book of business within the Contract Surety assigned territory. Manages agency relationships through continued customer service and marketing activities. Actively contributes as a technical expert in both underwriting activities and department specific industry knowledge. This role
Posted 8 days ago
Directs the compliance, monitoring, asset management, loss mitigation, and reporting activities of the Federal Home Loan Bank Atlanta's 300 plus million portfolio exposure of Community Investment Services products and programs. ESSENTIAL FUNCTIONS Manages the development, maintenance, and execution of sound Community Investment Services portfolio compliance management fun
Posted 9 days ago
A Corporate Banking Relationship Manager is responsible for originating commercial loans and for cross selling BankUnited products to commercial accounts. Incumbents are expected to meet or exceed production goals. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned. Interviews loan applicants, and collects and an
Posted 11 days ago
A Tax Manager, International Tax Services is responsible for advising multinational clients in a large variety of industries of the tax implications relating to their business objectives, recommending alternate courses of action, as well as identifying different methods of complying with tax regulations. In this role, the International Tax Manager will be charged with adv
Posted 2 days ago
BNY Mellon offers an exciting array of future forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" 97% of the world's top banks work with us as we lead and serve our customers into th
Posted 2 days ago
Cadence Bank
- Atlanta, GA / Houston, TX / Charlotte, NC
Asset Based Lending Portfolio Manager IV is responsible for protecting the Bank's assets through proactive account management of assigned asset based relationships. Account executives ensure high customer satisfaction while maintaining sound credit structures and reducing credit risks through effective account management. Responsibilities will also include collaborating w
Posted 2 days ago
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