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JOB SUMMARY: Responsible for delivery of business and financial counsel to Company's leadership team employing various budgeting and analysis methods. Duties include preparation of budgets, forecasts, and financial reports/analysis. Provide consistent support to other finance-related functions: Accounting, Treasury, Capital Markets and Financial Operations. ESSENTIAL JOB FUNCTIONS: Support the budget and business planning process including communication of budget guidance, assumptions, and creation of monthly responsibility reports by department. Work closely with and at the direction of... more ->
ADP is hiring a Tax Amendments Team Leader . Provides day-to-day leadership and guidance on Tax Amendments to clients at the company and employee level. At ADP we are driven by your success. We engage your unique talents and perspectives. We welcome your ideas on how to do things differently and better. In your efforts to achieve, learn and grow, we support you all the way. If success motivates you, you belong at ADP. We strive for every interaction to be driven by our CORE values: Insightful Expertise, Integrity is Everything, Service Excellence, Inspiring Innovation, Each Person Counts,... more ->
CAS Senior Our CAS team is in search of a Senior-level candidate to join the group. The CAS Senior is responsible for supporting a full range of services, including, but not limited to, overseeing CAS staff, preparing/compiling/reviewing GAAP and tax basis financial statements, and preparing/reviewing payroll and property tax returns. Our team is operating in a hybrid environment. Responsibilities of this position include: ? Prepare/review and troubleshoot any issues with bank and credit card reconciliations. ? Oversee and review all general ledger reconciliations and prepare/review client... more ->
Position Summary: The Tax and Compliance team at Totalsource has responsibility to manage timely, accurate and auditable tax filings in all Federal, State and Local jurisdictions as well as remain compliance to the PEO/CPEO service model. To do so, they manage large complex relationships with internal and external parties, including Compliance Solutions, Finance, Accounting, Payroll, Audit, Legal, State Agencies, and our Equifax vendors. Collaborate with these partners and other TotalSource leadership to drive strategic, design, service enhancements, reduction in Penalties and Interest, and... more ->
Overview: Private Bankers support the Wealth Management division's growth and profitability goals through new business development and client retention activities. Develop relationships with High Net Worth (HNW) individuals and families to provide credit, depository, and wealth management solutions. Work extensively with Client Advisors, Private Mortgage Bankers, and other wealth partners to provide HNW clients with a superior client experience. Responsibilities: Client Acquisition - Acquires clients for Wealth Management through a variety of sales and marketing techniques. Provides... more ->
Overview: The Wealth Consultant identifies, engages, acquires, and retains high net worth clients and prospects in holistic wealth management planning. Serves as a primary relationship manager for high net worth clients and families, while coordinating advice and activities with other members of the Wealth team. Determines and develops revenue-producing opportunities in multiple product lines to achieve growth and profitability goals through a diversified financial planning based approach. Serves as a Brand Ambassador by representing and promoting the Wealth line of business within the Bank... more ->
Overview: The Global Product team focuses on the development, delivery, and support of digital banking, payments, credit, trade finance, liquidity management, and other treasury solutions and services to SVB's clients. Within this group, the Solution Delivery team is responsible for coordinating client implementations of the various domestic and international cash management products that SVB provides. We have an exciting opportunity for an Advisor on our Solution Delivery team. The Global Treasury Implementation Advisor holds an important role in helping shape the client experience during... more ->
Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor. You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to... more ->
Location : On site in Woodstock, GA or Marietta, GA. Summary If you are good at managing money and often get asked to help others do so, a Financial Advisor position may be a good fit for you. Taking on the role of a Financial Advisor provides a range of opportunities not widely available in many career fields. You'll be working with our First Horizon Advisors group, offering valuable advice to clients and helping them meet financial goals ranging from college planning to fund a comfortable retirement to leaving a Legacy for the next generation. Successful financial advisors have virtually... more ->
Location : On site at location listed in job posting. Summary If you are good at managing money and often get asked to help others do so, a Financial Advisor position may be a good fit for you. Taking on the role of a Financial Advisor provides a range of opportunities not widely available in many career fields. You'll be working with our First Horizon Advisors group, offering valuable advice to clients and helping them meet financial goals ranging from college planning to fund a comfortable retirement to leaving a Legacy for the next generation. Successful financial advisors have virtually... more ->
Overview: Forever Strong. What sets First Citizens apart Strong leadership, enduring values and a commitment to helping people and businesses prosper. As a Commercial Banker at First Citizens Bank you will carry on our tradition of developing and expanding relationships with business owners in your community to help them meet their financial goals. Commercial Bankers develop and maintain an active prospect list, customer outreach plan and quality referral sources. They are the primary contact for borrowing needs, on average, over $5MM and engage bank partners to provide a full range of... more ->