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The Partnership Manager, Tax is responsible for providing tax and consulting services to our Pass Through clients. Job Duties Performs tax planning, preparation and research for Pass Through business, manages client engagements, supervises and reviews work of team staff members, works closely with clients as well as internal managers and partners Performs write up of book
Posted 16 days ago
The Investment Solutions Product Team Lead will manage a team of product managers with responsibilities across Money Market Mutual Fund Sweep and Repurchase Agreement Sweeps to drive growth, increase customer satisfaction, deliver features and enhancements, and maintain stability and security as we evolve our platforms and support the launch of new products. This role wil
Posted 8 days ago
Portfolio and Risk Management Retain and manage existing loan portfolio, taking ownership of all reviews and renewals for existing credit customers. Formulates an opinion of whether such relationships continue to be an acceptable risk. Decides loan terms and conditions if within own credit limits or makes recommendations to appropriate authority. Develops and maintains di
Posted 27 days ago
As a Sr. Product Manager for Money Market Mutual Fund Sweep, you will be the "CEO" of your product at SVB. You will be responsible for product discovery, planning, delivery, and marketing throughout the product lifecycle. Product Managers ensure their products support business strategies, deliver features to clients, identify new to market products, and track progress via
Posted 8 days ago
Portfolio and Risk Management Retain and manage existing loan portfolio taking ownership of all reviews and renewals for existing credit customers. Portfolio includes complex accounts. Formulates an opinion of whether such relationships continue to be an acceptable risk. Decides loan terms and conditions if within own credit limits or makes recommendations to appropriate
Posted 27 days ago
Zions Bancorporation
- Millbrae, CA
Associates at California Bank & Trust work in a relationship centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employ
Posted 1 day ago
The Core Tax Services ("CTS") Senior Manager ASC740 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 corporate tax and ASC 7
Posted 16 days ago
BDO USA, LLP
- San Francisco, CA
The Assurance Director title is reserved for professionals who achieve recognition in a technical area of assurance and risk management. The person is qualified to perform certain limited yet critical additional technical functions as an Engagement Director or as a Concurring Reviewer. These additional responsibilities are conferred only as outlined above. This senior rol
Posted 17 days ago
Seeking a relationship management and business development professional with experience in the Life Science Healthcare industry to join our team. Primary responsibilities of the Managing Director are to build, maintain, and engage strategic relationships within the LSHC investor community to help scale and grow SVB's businesses; be an SVB ambassador; cross sell the SVB pl
Posted 11 days ago
Within the Special Projects Group in TAS tax, the Director, Transaction Advisory Services (TAS Tax) is responsible for advising clients on U.S. federal income tax issues associated with mergers and acquisitions. The Director in this role will be the primary client contact for technical tax work, including structuring and restructuring, Section 382 analyses, consolidated r
Posted 17 days ago
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You'll find an environ
Posted 2 days ago
Fully represent credit risk appetite within the payments business in conjunction with CRM and DCCO. Ensure portfolio management activities are well coordinated, specific to the card and ACH business and in line with broader portfolio management expectations. Participate as a key leader in new card campaign development and management. Monitor collection and troubled card m
Posted 21 days ago
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You'll find an environ
Posted 2 days ago
Waymo
- Mountain View, CA
Equity Administrator Remote, USA Waymo is an autonomous driving technology company with the mission to be the most trusted driver. Since its start as the Google Self Driving Car Project in 2009, Waymo has focused on building the Waymo Driver The World's Most Experienced Driver to improve access to mobility while saving thousands of lives now lost to traffic crashes. The W
Posted 6 days ago
Mechanics Bank is currently searching for a Branch Services Manager t o join our team at our San Rafael Branch. In this role, you will manage a Retail Branch. Exercise executive and administrative direction over the office, ensuring compliance and a high level of customer service. Oversee sales, service, compliance and human resource related responsibilities. Achieve sale
Posted 2 days ago
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