Review and organize client incoming tax documents. Assist with intake of tax information and prepare for routing. Ensure all client documents are being tracked and kept current. Organize, scan and process tax documents. Assemble client tax returns following established procedures. Assist team in meeting strict government deadlines. E filing and other final delivery type s

This is a part time, hybrid role with an average of 3 days onsite The successful candidate will be responsible for the following Opening and prepping mail to be imaged into our processing system Creating and indexing work items once scanned Processing securities transactions Assisting with miscellaneous operations duties to meet SLA's Works under minimal supervision f

Review and process vendor invoices for payment. Resolve discrepancies on invoices with team members in other departments. Determine if the vendor should be paid in full, or if further action needs to be taken in order to resolve the issue. Verify the accuracy of credit memo requests received. Resolve with originating internal team member if the form is incomplete or mathe

Minnwest is seeking an Equipment Finance Leasing Associate for our Eagan or Minnetonka location. The Equipment Finance Leasing Associate is responsible for providing administrative support and administrative accountabilities to the Leasing Department. In addition to the leasing responsibilities, the EFLA will be introduced to the accountabilities of the Business Banker ro

The Sales & Order Operations Specialist I is an integral member of the team, responsible for managing the end to end process for renewal and new sales, performing duties for department managers, partnering with an assigned team of account managers to support sales cycle and business objectives, and acts as primary point of contact for internal and external customers. This

At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one of a kind. You can design a career you'll love from top to bottom we give you the tools you need to succeed and the autonomy t

Our Finance Director is responsible for leading and overseeing the fiscal, general business administration, and communications systems functions of the assigned location in collaboration with the Executive Director and the Home Office Finance Department. Primary responsibilities Ensures fiscal integrity by monitoring all financial, accounting, and business office function

Accounts Payable Specialist Job Locations US Virtual Office Position Type Regular Full Time Requisition ID 2024 5762 Category Accounting/Finance C1 Company Overview C1 1 Contact, 1 Connection, 1 Choice C1 is the foremost, single source provider of advanced communications and data technology for business. That means if it's digital, we connect our customers to it from phon

Evaluating active M&A targets to synthesize their business offerings, strategic value, and key drivers of revenues and profits to UnitedHealth Group Senior Executives & Board Members Building and reviewing core financial statement projections, valuation models (DCF, transaction and trading comparables, LBO) and earnings per share accretion / dilution analysis Managing the

Compeer Financial is seeking collaborative, innovative and dynamic professionals to be a part of our Top Workplace culture! Tell me more about this opportunity. Position Overview This position works in coordination with the Enterprise Financial Management Team and business unit senior leadership to complete the annual budget, operating reviews, management reporting, profi

We have a complex, process-driven position that handles all activities related to invoicing!

EQ US is a leading provider of ownership data management, analytics and advisory services to public and private companies as well as corporate issuers and mutual funds. EQ offers a comprehensive product set, including transfer agency services, cap table management, equity compensation services, proxy solicitation and advisory services, private company solutions and bankru

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you. CLA i

The Vice President of Capital Markets at EQ is a quota carrying enterprise sales position that sources leads and engages with new and existing corporate clients to sell the entire suite of EQ solutions. The primary objective is to profitably grow market share in the Northeast U.S. by independently developing and executing new account acquisition strategies, expanding exis

The Corporate Development Associate will support the Corporate Development team in evaluating and executing strategic acquisitions to support the company's growth strategies. This role will be responsible for supporting deal sourcing, maintaining the acquisition pipeline, valuation, due diligence, financial analysis, integration support, and performance tracking. This rol