- Creative Financial Staffing (Branford, CT)
- …deliverabledates. Track and assist in preparing quarterly financial and compliance reporting requirements of New Market Tax Credit (NMTC) transaction to ... external CDEs and banks.* Understand FHCHC's grant universe (Federal, State and private), including grant cycles, funder agreements, restrictions and compliance with spend and reporting requirements.* Partner with various grant leads and respective sr.… more
- Fidelity TalentSource LLC (Lake Grove, NY)
- …relationships? Are you interested in helping families dedicatedly navigate life stages? The new Wealth Planner role may be for you.The Wealth Planner focuses on ... family psychologyConsistent record building wealth management plans and strategies with new and existing clients and prospects through fee-based services (including… more
- Fidelity TalentSource LLC (Los Angeles, CA)
- …outside investments and offering suitable solutions to meet the customers needsActively engaging Tax Exempt Market retirement plan participants in a needs based ... of experience in a customer service or sales role preferredKnowledge of tax exempt retirement products and services highly desirablePrevious phone center experience… more
- Fidelity TalentSource LLC (Covington, KY)
- …and overall financial education for participants of retirement plans within the tax -exempt market . \u00A0\u00A0This communication consultant role sits within the ... Tax -Exempt Market , under Fidelity Personal Investing. \u00A0We are aligned closely...on identified plan goals following execution of communicationsListening for new client opportunities and actively engaging the Fidelity service… more
- CohnReznick LLP (Los Angeles, CA)
- …and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do!We currently ... leading private equity, venture capital, hedge, real estate, cannabis, private credit , and other alternative investment funds. You'll gain valuable knowledge of… more
- WSFS Bank (Berwyn, PA)
- …legal, tax and other professional service providers to develop new relationships, retain existing business, and promote additional services to current ... our purposeThe Business Development Officer is responsible for the development of new relationships and assistance in the retention of existing business while… more
- WSFS Bank (Berwyn, PA)
- …legal, tax and other professional service providers to develop new relationships, retain existing business, and promote additional services to current ... for high-net-worth individuals and have overall responsibility for the development of new relationships which involve the sale and servicing of credit ,… more
- nrg (Princeton, NJ)
- …Assist with other legal matters, including subsidiary management, due diligence, credit agreements and capital markets transactions, contract administration, and ... brandsIf you reside in or intend to work remotely from California, Colorado, New York or Washington State, you may contact ###@nrg.com for compensation information… more
- Fidelity TalentSource LLC (Ann Arbor, MI)
- …to achieve mastery of fundamental planning and advice topics across Corporate & Tax -Exempt Market (TEM) clientsWillingness to travel (up to 75%) The TeamThe ... planning experience preferredDemonstrated ability to independently problem solve/prepare for new challengesWillingness to engage in complex conversations with a… more
- Beacon Hill Staffing Group, LLC (Raleigh, NC)
- …communication skillsHigh school diploma or equivalent toExperience in affordable, section 8, or tax credit housing Beacon Hill is an Equal Opportunity Employer ... from all other records.Company Profile:Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated… more
- M&T Bank (Buffalo, NY)
- …LIHTC (Low Income Housing Tax Credit , HTC(Historic Tax Credit ), NMTC( New Markets Tax Credit ), and RETCs(Renewable Energy Tax ... Counsel's Office, Corporate Tax Dept., CRA Dept.). + Coordinate with the Tax Credit Operations Manager relative to required document & data input feeds… more
- Deloitte (Salt Lake City, UT)
- …incentives opportunities including Research and Development tax credit /deduction analyses, New Markets Tax Credit , Qualified Opportunity Zones, ... and incentive services, including the Research and Development credit , the New Market Tax Credit , Qualified Opportunity Zones, Renewable Energy … more
- Deloitte (Columbus, OH)
- …incentives opportunities including Research and Development tax credit /deduction analyses, New Markets Tax Credit , Qualified Opportunity Zones, ... including the Research and Development credit , the New Market Tax Credit...R&D tax incentives experience and/or experience with New Markets Tax Credits, Qualified… more
- Capital One (Mclean, VA)
- … credit programs, including Low-Income Housing Tax Credit (LIHTC) and New Market Tax Credit (NMTC) At this time, Capital One will not sponsor ... Provide tax oversight and planning for federal tax credit programs **Skills:** + Strong technical...a new applicant for employment authorization for this position. Capital… more
- TD Bank (Portland, ME)
- …assigning, prioritizing and monitoring work. Invests Company funds in low income housing, historic and new market tax credit opportunities and other ... This job develops and maintains business relationships with low income tax credit syndicators, non-profit agencies, developers, government agencies and… more
- JPMorgan Chase (New York, NY)
- …and mixed-income housing, CDFI financing, and Historic Tax Credit and New Markets Tax Credit investing. CDB's clients include: for-profit ... construction, bridge, and permanent lending for Low Income Housing Tax Credit (LIHTC) and non-LIHTC affordable, workforce...for a broader income range than traditional affordable or market rate housing. We leverage capital sources other than… more
- TD Bank (Greenville, SC)
- …Sales Associate II will support TD Community Development Corporation (TDCDC) and TD Bank's New Markets Tax Credit (NMTC) Program, which includes ... + Processes payments, advances, pay-downs, wires and line of credit adjustments + Supports Relationship Team with reporting, loan...with strong attention to detail + Ability to learn new tasks and systems at a fast rate **Physical… more
- KPMG (Los Angeles, CA)
- …Develop and sustain excellent client relationships during delivery of R&D tax credit services + Assist in new business development, including add-on business ... .kpmg.us/services/accounting-methods-credits.html) practice. Responsibilities: + Conduct research and development (R&D) tax credit consulting and project management +… more
- PNC (Boston, MA)
- …opportunity to contribute to the company's success. As an Underwriter IV within PNC's Tax Credit organization, you will be based in Boston, Louisville, Portland ... and techniques for collecting, collating and analyzing information on existing or potential markets in order to meet market needs. Real Estate Development -… more
- PNC (CO)
- …an opportunity to contribute to the company's success. As an Originator within PNC's Tax Credit organization, you will be based in Portland, Denver, Louisville ... conventional and affordable rental housing that qualifies for low-income tax credits and/or permanent loans which may qualify for... Markets - Knowledge of existing and planned markets and market -related initiatives from the perspectives… more
