Portfolio Manager jobs at United Bank - 1932 jobs

This is a hybrid role, with the expectation that work time will regularly take place inside and outside of a company office based in New York, New York OR Santa Monica, California. First Citizens Bank helps personal, business, commercial and wealth clients build financial strength that lasts. Headquartered in Raleigh, N.C., First Citizens has built a unique legacy of strength, stability and long-term thinking that has spanned generations. First Citizens offers an array of general banking services including a network of more than 550 branches in 23 states and commercial banking expertise delivering best-in-class lending, leasing and other financial services coast to coast. Parent company First Citizens BancShares, Inc. (NASDAQ: FCNCA) is a top 20 U.S. financial institution with more than $220 billion in assets. First Citizens Energy Finance leverages its deep industry knowledge and expertise to offer comprehensive financing solutions for renewable and conventional power generation. The unit manages a large, diverse portfolio that includes investments in all asset classes across the energy sector. The Portfolio Management Group is responsible for monitoring credit performance of First Citizens Energy Finance polio. The AVP, Portfolio manager entails assisting with regular construction fundings within the Distributed Generation Project Finance portfolio, analysis of routine deal modification credit requests, participating in occasional deal upsizes, credit monitoring, control functions associated with Portfolio Management, and working on deals in which we serve as Administrative Agent. In this role, you will assist with the management of deal relationships and while working to preserve the credit quality of portfolio deals. Responsibilities Supporting the portfolio management team, including assistance with monthly diligence and draws on construction loans, working on amendment and waiver requests, involvement with upsizes and extensions for existing deals, and helping respond to internal and external audits. Assisting on deals for which we are Administrative Agent including communication of construction fundings, deal modifications, and monitoring between internal and external stakeholders. Performing Admin Agent duties requiring active communication with various external parties and acting as point person for Syndicate banks. Proactively assist in all aspects of regular Distributed Generation construction fundings, which require high-touch work to close deal fundings on a regular basis. Perform diligence, structuring, and analysis of deal modification requests by demonstrating a good sense of the request with attention to credit quality and risk mitigation. Proactively manage the approval process for amendments, waivers, and consents, including assuring that client timeframes and relationships are attended to. Perform financial modeling to review and analyze projections for construction fundings and deal modifications; accurately interpret model results and create recommendations and summaries to be used in internal and external documents. Continuously monitor the ongoing performance of the portfolio of borrowers and track reporting compliance with a view to identifying deteriorating situations early. Prepare quarterly and annual reviews of loan portfolio, maintain borrower monthly/quarterly/annual reporting requirements and other periodic deal review requests. Present deals to credit committees for review as appropriate. Coordinate communication for legal modifications to syndicate bank groups including questions/answers, communicating request updates, and tracking lender votes. Participate in ad hoc projects including periodic portfolio-wide analysis in response to market or regulatory updates. Review borrower credit files, financial files, legal documents, and other relevant information in an organized and timely manner. Interact with and coordinate administrative matters with other internal departments (i.e., Loan Boarding, Operations, Agency, Liquidity Management, Syndications, and others). Perform internal reporting duties and control administrative and operational matters cooperating with back office. Ensure compliance with all Know Your Customer (KYC) and other banking regulations. Actively build rapport with existing clients and syndicate banks, as appropriate. Qualifications Required: Bachelor's Degree and 4 years of experience in Credit Analysis, Relationship Management OR High School Diploma or GED and 8 years of experience in Credit Analysis, Relationship Management. Preferred: 2 years large corporate debt, commercial or project finance loan structuring. 2 years project finance financial modeling, presentations, and drafting underwriting/investment memoranda and credit documentation, reviewing contracts and project materials, and bank operational processes. Strong analytical and quantitative skills. Strong ability to recognize and communicate Project Finance deal risks and mitigants. Demonstrated tenacity, patience, and enjoyment for problem solving. Ability to effectively, tactfully, and professionally communicate with internal and external stakeholders. Experience reviewing and analyzing Project Finance deal legal documentation. Strong attention to detail in both qualitative and quantitative work. Capacity to effectively organize and multi-task in a fast-paced environment. Strong, proactive, and empathetic oral and written communication skills. Experience and passion to work on cutting edge energy or infrastructure related financing transactions. Demonstrated ability to work remotely effectively and manage/prioritize multiple streams of workflow simultaneously. Proactive, resourceful, self-starter. Collaborative team player willing to receive direction and/or provide support across levels. Able to work both independently and also in close collaboration with others. Creative thinker. Empathetic teammate player. If hired in Santa Monica, California OR New York, York, the base pay for this position is generally between $135,000.00 and $160,000.00. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment. Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at **************************************** #J-18808-Ljbffr

A financial institution in El Monte, CA, is seeking a Portfolio Manager to oversee and maintain their commercial loan portfolio. The ideal candidate will have 7-10 years of experience in loan account management, strong underwriting skills, and the ability to grow client relationships. This full-time position offers a competitive salary of $130K-$170K annually, alongside a comprehensive benefits package. #J-18808-Ljbffr

A prominent financial services company in Atlanta is seeking an experienced Insurance Portfolio Manager to manage investment mandates and collaborate with insurance company clients. This role involves designing customized investment solutions, coordinating internal expertise, and supporting client needs. The ideal candidate has a minimum of 7-10 years of experience and an MBA with a focus on finance. Competitive compensation is offered, along with comprehensive benefits. #J-18808-Ljbffr

A financial institution in Los Angeles seeks a Portfolio Manager to manage and monitor commercial loan portfolios and enhance client relationships. This full-time role requires 5-7 years of relevant experience, strong underwriting knowledge, and excellent communication skills. With an annual salary range of $95K to $135K, the role offers a competitive benefits package that includes medical and retirement plans. #J-18808-Ljbffr

A leading financial institution in El Monte, California, is seeking a motivated individual for credit analysis and loan management. Key responsibilities include evaluating borrowers, monitoring credit quality, and enhancing client relationships. Ideal candidates will have a Bachelor's degree, 3-5 years of relevant experience, and skills in banking products and sales. A competitive compensation package with benefits is offered, emphasizing growth and team support. #J-18808-Ljbffr

About the Hiring Team Business Development Department is dedicated to fostering connections between Tencent and top-tier game developers worldwide, catering to a diverse network of over 100 global investment partners and developers. Our primary objective is to enhance Tencent's global presence in the internet ecosystem as well as gaming sector, identifying business prospects and supporting investment partners in achieving sustainable growth. We are actively seeking exceptional talent globally to join our dynamic team. By building a strong global talent network, we aim to strengthen and expand Tencent's partnerships with more partners worldwide while nurturing high-quality games for the market. What the Role Entails Tencent Games was established in 2003. We are a leading global platform for game development, operations and publishing, and the largest online game community in China. Tencent Games has developed and operated over 140 games. We provide cross-platform interactive entertainment experience for more than 800 million users in over 200 countries and regions around the world. Honor of Kings, PUBG MOBILE, and League of Legends, are some of our most popular titles around the world. Meanwhile, we actively promote the development of esports industry, work with global partners to build an open, collaborative and symbiotic industrial ecology, and create high-quality digital life experiences for players. As a Strategic BD and Investment Manager, you will: Lead frontline engagement with US and AI/tech or AI+ application companies to identify collaboration opportunities and establish long-term partnerships; Identify and evaluate high-potential investment opportunities and strategic partnerships at the intersection of Tech/AI and Games/Entertainment. More importantly, drive development of new opportunities and incubate new businesses Act as the primary external-facing representative to bridge Tencent's internal teams (studios, tech platform) with external innovators and ecosystem players. Monitor and analyze emerging technology and AI trends in gaming and entertainment. Develop and maintain a strategic framework for market analysis and opportunity assessment; Work directly with senior management across global AI and games markets. Work in a team with high-calibre executives previously from top-tier consultancy firms and investment banks. You will be responsible for supporting decision-makings for executives and leaders of business groups. Provide game changing strategy and inspire out-of-the-box thinking to senior leader. Plan and manage business incubation, drive product innovation and new partnerships, develop and execute go-to-market plan. Who We Look For: Have more than 3 years of work experience in tech investment or strategy consulting, preferably with a focus on gaming/entertainment or TMT industries. An advanced degree in Computer Science, Engineering or a similar field is a strong plus. Demonstrate strategic vision, business insights and in-depth knowledge of emerging technologies and market trends (particularly AI applications in gaming). Proficiency in analyzing market data, financial metrics, and technology trends to identify promising opportunities in game tech/AI. Must be a self-starter, capable of navigating ambiguity and driving investment strategies from ideation to execution, while collaborating with cross-functional teams. Effective team players with excellent communication and interpersonal skills. Exceptional proficiency with MS Excel & PowerPoint; working knowledge of statistics and analysis packages. Location State(s) US-California-Palo Alto The expected base pay range for this position in the location(s) listed above is $100,300.00 to $233,200.00 per year. Actual pay may vary depending on job-related knowledge, skills, and experience. Employees hired for this position may be eligible for a sign on payment, relocation package, and restricted stock units, which will be evaluated on a case-by-case basis. Subject to the terms and conditions of the plans in effect, hired applicants are also eligible for medical, dental, vision, life and disability benefits, and participation in the Company's 401(k) plan. The Employee is also eligible for up to 15 to 25 days of vacation per year (depending on the employee's tenure), up to 13 days of holidays throughout the calendar year, and up to 10 days of paid sick leave per year. Your benefits may be adjusted to reflect your location, employment status, duration of employment with the company, and position level. Benefits may also be pro-rated for those who start working during the calendar year. Equal Employment Opportunity at Tencent As an equal opportunity employer, we firmly believe that diverse voices fuel our innovation and allow us to better serve our users and the community. We foster an environment where every employee of Tencent feels supported and inspired to achieve individual and common goals.

About the Hiring Team Business Development Department is dedicated to fostering connections between Tencent and top-tier game developers worldwide, catering to a diverse network of over 100 global investment partners and developers. Our primary objective is to enhance Tencent's global presence in the internet ecosystem as well as gaming sector, identifying business prospects and supporting investment partners in achieving sustainable growth. We are actively seeking exceptional talent globally to join our dynamic team. By building a strong global talent network, we aim to strengthen and expand Tencent's partnerships with more partners worldwide while nurturing high-quality games for the market. What the Role Entails Tencent Games was established in 2003. We are a leading global platform for game development, operations and publishing, and the largest online game community in China. Tencent Games has developed and operated over 140 games. We provide cross-platform interactive entertainment experience for more than 800 million users in over 200 countries and regions around the world. Honor of Kings, PUBG MOBILE, and League of Legends, are some of our most popular titles around the world. Meanwhile, we actively promote the development of esports industry, work with global partners to build an open, collaborative and symbiotic industrial ecology, and create high-quality digital life experiences for players. As a Strategic BD and Investment Manager, you will: Lead frontline engagement with US and AI/tech or AI+ application companies to identify collaboration opportunities and establish long-term partnerships; Identify and evaluate high-potential investment opportunities and strategic partnerships at the intersection of Tech/AI and Games/Entertainment. More importantly, drive development of new opportunities and incubate new businesses Act as the primary external-facing representative to bridge Tencent's internal teams (studios, tech platform) with external innovators and ecosystem players. Monitor and analyze emerging technology and AI trends in gaming and entertainment. Develop and maintain a strategic framework for market analysis and opportunity assessment; Work directly with senior management across global AI and games markets. Work in a team with high-calibre executives previously from top-tier consultancy firms and investment banks. You will be responsible for supporting decision-makings for executives and leaders of business groups. Provide game changing strategy and inspire out-of-the-box thinking to senior leader. Plan and manage business incubation, drive product innovation and new partnerships, develop and execute go-to-market plan. Who We Look For: Have more than 3 years of work experience in tech investment or strategy consulting, preferably with a focus on gaming/entertainment or TMT industries. An advanced degree in Computer Science, Engineering or a similar field is a strong plus. Demonstrate strategic vision, business insights and in-depth knowledge of emerging technologies and market trends (particularly AI applications in gaming). Proficiency in analyzing market data, financial metrics, and technology trends to identify promising opportunities in game tech/AI. Must be a self-starter, capable of navigating ambiguity and driving investment strategies from ideation to execution, while collaborating with cross-functional teams. Effective team players with excellent communication and interpersonal skills. Exceptional proficiency with MS Excel & PowerPoint; working knowledge of statistics and analysis packages. Location State(s) US-California-Palo Alto The expected base pay range for this position in the location(s) listed above is $100,300.00 to $233,200.00 per year. Actual pay may vary depending on job-related knowledge, skills, and experience. Employees hired for this position may be eligible for a sign on payment, relocation package, and restricted stock units, which will be evaluated on a case-by-case basis. Subject to the terms and conditions of the plans in effect, hired applicants are also eligible for medical, dental, vision, life and disability benefits, and participation in the Company's 401(k) plan. The Employee is also eligible for up to 15 to 25 days of vacation per year (depending on the employee's tenure), up to 13 days of holidays throughout the calendar year, and up to 10 days of paid sick leave per year. Your benefits may be adjusted to reflect your location, employment status, duration of employment with the company, and position level. Benefits may also be pro-rated for those who start working during the calendar year. Equal Employment Opportunity at Tencent As an equal opportunity employer, we firmly believe that diverse voices fuel our innovation and allow us to better serve our users and the community. We foster an environment where every employee of Tencent feels supported and inspired to achieve individual and common goals.

About the Hiring Team Business Development Department is dedicated to fostering connections between Tencent and top-tier game developers worldwide, catering to a diverse network of over 100 global investment partners and developers. Our primary objective is to enhance Tencent's global presence in the internet ecosystem as well as gaming sector, identifying business prospects and supporting investment partners in achieving sustainable growth. We are actively seeking exceptional talent globally to join our dynamic team. By building a strong global talent network, we aim to strengthen and expand Tencent's partnerships with more partners worldwide while nurturing high-quality games for the market. What the Role Entails Tencent Games was established in 2003. We are a leading global platform for game development, operations and publishing, and the largest online game community in China. Tencent Games has developed and operated over 140 games. We provide cross-platform interactive entertainment experience for more than 800 million users in over 200 countries and regions around the world. Honor of Kings, PUBG MOBILE, and League of Legends, are some of our most popular titles around the world. Meanwhile, we actively promote the development of esports industry, work with global partners to build an open, collaborative and symbiotic industrial ecology, and create high-quality digital life experiences for players. As a Strategic BD and Investment Manager, you will: Lead frontline engagement with US and AI/tech or AI+ application companies to identify collaboration opportunities and establish long-term partnerships; Identify and evaluate high-potential investment opportunities and strategic partnerships at the intersection of Tech/AI and Games/Entertainment. More importantly, drive development of new opportunities and incubate new businesses Act as the primary external-facing representative to bridge Tencent's internal teams (studios, tech platform) with external innovators and ecosystem players. Monitor and analyze emerging technology and AI trends in gaming and entertainment. Develop and maintain a strategic framework for market analysis and opportunity assessment; Work directly with senior management across global AI and games markets. Work in a team with high-calibre executives previously from top-tier consultancy firms and investment banks. You will be responsible for supporting decision-makings for executives and leaders of business groups. Provide game changing strategy and inspire out-of-the-box thinking to senior leader. Plan and manage business incubation, drive product innovation and new partnerships, develop and execute go-to-market plan. Who We Look For: Have more than 3 years of work experience in tech investment or strategy consulting, preferably with a focus on gaming/entertainment or TMT industries. An advanced degree in Computer Science, Engineering or a similar field is a strong plus. Demonstrate strategic vision, business insights and in-depth knowledge of emerging technologies and market trends (particularly AI applications in gaming). Proficiency in analyzing market data, financial metrics, and technology trends to identify promising opportunities in game tech/AI. Must be a self-starter, capable of navigating ambiguity and driving investment strategies from ideation to execution, while collaborating with cross-functional teams. Effective team players with excellent communication and interpersonal skills. Exceptional proficiency with MS Excel & PowerPoint; working knowledge of statistics and analysis packages. Location State(s) US-California-Palo Alto The expected base pay range for this position in the location(s) listed above is $100,300.00 to $233,200.00 per year. Actual pay may vary depending on job-related knowledge, skills, and experience. Employees hired for this position may be eligible for a sign on payment, relocation package, and restricted stock units, which will be evaluated on a case-by-case basis. Subject to the terms and conditions of the plans in effect, hired applicants are also eligible for medical, dental, vision, life and disability benefits, and participation in the Company's 401(k) plan. The Employee is also eligible for up to 15 to 25 days of vacation per year (depending on the employee's tenure), up to 13 days of holidays throughout the calendar year, and up to 10 days of paid sick leave per year. Your benefits may be adjusted to reflect your location, employment status, duration of employment with the company, and position level. Benefits may also be pro-rated for those who start working during the calendar year. Equal Employment Opportunity at Tencent As an equal opportunity employer, we firmly believe that diverse voices fuel our innovation and allow us to better serve our users and the community. We foster an environment where every employee of Tencent feels supported and inspired to achieve individual and common goals.

Posted Thursday, September 11, 2025 at 7:00 AM People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities. Portfolio Manager (“PM”) is responsible for maintaining and monitoring existing commercial loan portfolio and work closely with the Senior Relationship Manager (SRM) who owns the relationship of these accounts. PM is expected to maintain close contact with these clients and leverage the relationship to identify and bring in additional new business opportunities, both in loans and Bank's other products and services. PM is expected to provide “best-in-class” service to these loan clients while following established Bank's policies and procedures. ESSENTIAL FUNCTIONS Work closely with SRM(s) and Team Managers on the assigned loan portfolio by monitoring and managing the credit quality of such portfolio. Review to ensure each credit is properly risk rated based on the Bank's risk rating system. Maintain and grow existing client relationships, cross-sell Bank's other products and services. Specifically accountable for credit underwriting and origination of new credits from the existing client base, portfolio monitoring, renewals, amendments, and annual reviews. Work with designated underwriter, loan assistants and other loan support staff to prepare the Credit Commitment Report (“CCR”). Review clients' accounts and portfolios in order to identify, evaluate and determine the appropriate course of action on potential credit quality issues in order to maximize credit quality and minimize risk and potential loss to the Bank. Ensure compliance with Bank, regulatory and credit requirements with emphasis on best-in-class customer service while adhering to required timeframes from the client. QUALIFICATIONS Education: U.S. College graduate with major in related fields, strongly preferred. Experience: 5-7 years of loan account relationship management experience, credit underwriting experience or a combination of both. Thorough knowledge of lending regulations and credit/underwriting practices. Must have strong loan portfolio management experience. Must possess strong loan negotiation (rates, terms, collateral requirements) experience. Must possess previous underwriting experience in the requisite area of commercial lending. Must have extensive knowledge and understanding of Bank's credit policy, risk management, underwriting requirements, and loan servicing. Must have strong knowledge and understanding of commercial and specialty group banking products and services and have demonstrated ability to cross-sell such products. Skills/Ability: PC proficiency. Excellent verbal and written communication skills. Bilingual (English/Mandarin or Cantonese) a plus but not required. Ability to work well independently to restructure loans and/or lines of credits. Must be organized and detail oriented and able to multi-task. Ability to work effectively in a fast paced, high production and team environment. Excellent time management skills and be accustomed to working with deadlines. Ability to assume responsibility and accountability for decision-making. Ability to communicate effectively with all levels of Bank personnel. OTHER DETAILS $95K - $135K / year Pay determined based on job-related knowledge, skills, experience, and location. This position may be eligible for a discretionary bonus. Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k). Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy. Cathay Bank is an Equal Opportunity and Affluent Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law. Click here to view the “Know Your Rights: Workplace Discrimination is Illegal” Poster: Poster- English Cathay Bank endeavors to make ****************** accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at ************** or *************************. This contact information is for accommodation requests only and cannot be used to inquire about the status of applications. #J-18808-Ljbffr

About the Hiring Team Business Development Department is dedicated to fostering connections between Tencent and top-tier game developers worldwide, catering to a diverse network of over 100 global investment partners and developers. Our primary objective is to enhance Tencent's global presence in the internet ecosystem as well as gaming sector, identifying business prospects and supporting investment partners in achieving sustainable growth. We are actively seeking exceptional talent globally to join our dynamic team. By building a strong global talent network, we aim to strengthen and expand Tencent's partnerships with more partners worldwide while nurturing high-quality games for the market. What the Role Entails Tencent Games was established in 2003. We are a leading global platform for game development, operations and publishing, and the largest online game community in China. Tencent Games has developed and operated over 140 games. We provide cross-platform interactive entertainment experience for more than 800 million users in over 200 countries and regions around the world. Honor of Kings, PUBG MOBILE, and League of Legends, are some of our most popular titles around the world. Meanwhile, we actively promote the development of esports industry, work with global partners to build an open, collaborative and symbiotic industrial ecology, and create high-quality digital life experiences for players. As a Strategic BD and Investment Manager, you will: Lead frontline engagement with US and AI/tech or AI+ application companies to identify collaboration opportunities and establish long-term partnerships; Identify and evaluate high-potential investment opportunities and strategic partnerships at the intersection of Tech/AI and Games/Entertainment. More importantly, drive development of new opportunities and incubate new businesses Act as the primary external-facing representative to bridge Tencent's internal teams (studios, tech platform) with external innovators and ecosystem players. Monitor and analyze emerging technology and AI trends in gaming and entertainment. Develop and maintain a strategic framework for market analysis and opportunity assessment; Work directly with senior management across global AI and games markets. Work in a team with high-calibre executives previously from top-tier consultancy firms and investment banks. You will be responsible for supporting decision-makings for executives and leaders of business groups. Provide game changing strategy and inspire out-of-the-box thinking to senior leader. Plan and manage business incubation, drive product innovation and new partnerships, develop and execute go-to-market plan. Who We Look For: Have more than 3 years of work experience in tech investment or strategy consulting, preferably with a focus on gaming/entertainment or TMT industries. An advanced degree in Computer Science, Engineering or a similar field is a strong plus. Demonstrate strategic vision, business insights and in-depth knowledge of emerging technologies and market trends (particularly AI applications in gaming). Proficiency in analyzing market data, financial metrics, and technology trends to identify promising opportunities in game tech/AI. Must be a self-starter, capable of navigating ambiguity and driving investment strategies from ideation to execution, while collaborating with cross-functional teams. Effective team players with excellent communication and interpersonal skills. Exceptional proficiency with MS Excel & PowerPoint; working knowledge of statistics and analysis packages. Location State(s) US-California-Palo Alto The expected base pay range for this position in the location(s) listed above is $100,300.00 to $233,200.00 per year. Actual pay may vary depending on job-related knowledge, skills, and experience. Employees hired for this position may be eligible for a sign on payment, relocation package, and restricted stock units, which will be evaluated on a case-by-case basis. Subject to the terms and conditions of the plans in effect, hired applicants are also eligible for medical, dental, vision, life and disability benefits, and participation in the Company's 401(k) plan. The Employee is also eligible for up to 15 to 25 days of vacation per year (depending on the employee's tenure), up to 13 days of holidays throughout the calendar year, and up to 10 days of paid sick leave per year. Your benefits may be adjusted to reflect your location, employment status, duration of employment with the company, and position level. Benefits may also be pro-rated for those who start working during the calendar year. Equal Employment Opportunity at Tencent As an equal opportunity employer, we firmly believe that diverse voices fuel our innovation and allow us to better serve our users and the community. We foster an environment where every employee of Tencent feels supported and inspired to achieve individual and common goals.

Posted Tuesday, November 4, 2025 at 8:00 AM People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities. ESSENTIAL FUNCTIONS PM is to work closely with SRM(s) and Team Managers on the assigned loan portfolio by monitoring and managing the credit quality of such portfolio. Review to ensure each credit is properly risk rated based on the Bank's risk rating system. Maintain and grow existing client relationships, cross-sell Bank's other products and services. Specifically accountable for credit underwriting and origination of new credits from the existing client base, portfolio monitoring, renewals, amendments and annual reviews. Work with designated underwriter, loan assistants and other loan support staff to prepare the Credit Commitment Report (“CCR”). Reviews client's accounts and portfolios in order to identify, evaluate and determine the appropriate course of action on potential credit quality issues in order to maximize credit quality and minimize risk and potential loss to the Bank. Ensure compliance with Bank, regulatory and credit requirements with emphasis on best-in-class customer service while adhering to required timeframes from the client. QUALIFICATIONS Education: U.S. College graduate with major in related fields, strongly preferred. Experience: 5-7 years of loan account relationship management experience, credit underwriting experience or a combination of both. Thorough knowledge of lending regulations and credit/underwriting practices. Must have strong loan portfolio management experience. Must possess strong loan negotiation (rates, terms, collateral requirements) experience. Must possess previous underwriting experience in the requisite area of commercial lending. Must have extensive knowledge and understanding of Bank's credit policy, risk management, underwriting requirements and loan servicing. Must have strong knowledge and understanding of commercial and specialty group banking products and services and have demonstrated ability to cross-sell such products. Skills/Ability: PC proficient. Excellent verbal and written communication skills. Bilingual (English/ Mandarin or Cantonese) a plus but not required. Ability to work well independently to restructure loans and/or lines of credits. Must be organized and detail oriented and able to multi-task. Ability to work effectively in a fast paced, high production and team environment. Excellent time management skills and be accustomed to working with deadlines. Ability to assume responsibility and accountability for decision-making. Ability to communicate effectively with all levels of Bank personnel. OTHER DETAILS AVP - $70K - $95K / year VP - $95K- $130K / year Pay determined based on job-related knowledge, skills, experience, and location. This position may be eligible for a discretionary bonus. Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k). Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy. Cathay Bank is an Equal Opportunity and Affimative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law. Click here to view the “Know Your Rights: Workplace Discrimination is Illegal” Poster: Poster- English Cathay Bank endeavors to make ****************** accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at ************** or ************************* . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications. #J-18808-Ljbffr

Posted Tuesday, December 30, 2025 at 8:00 AM People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities. Under direct supervision, responsible for the credit/loan analysis and portfolio management to assigned portfolio and provide underwriting in support of the Commercial Banking lending and relationship management teams. Analyze loan transactions and credit worthiness of existing and prospective borrowers. Prepare a detailed and accurate credit analysis and provide recommendations regarding an existing or prospective Credit/Borrower and potential risks and risk mitigation solutions. Ensure all due diligence and background evaluations on a loan request are complete and thorough. Participate in client visits, discussions and meetings. May contact Borrowers directly, as appropriate, with the direction of and/or in concert with the Relationship Manager. ESSENTIAL FUNCTIONS Work closely with SRM(s) and Team Managers on the assigned loan portfolio. Monitor and manage the credit quality of the assigned loan portfolio. Review and monitor closely of financial and operation performance to ensure each credit is properly risk rated. Identify, evaluate, and determine the appropriate course of action on potential credit quality issues to maximize credit quality and minimize risk and potential loss to the Bank. Maintain and grow existing client relationships, and cross-sell Bank's other products and services. Ensure compliance with Bank, regulatory and credit requirements with emphasis on best-in‑class customer service. Review existing loan exposure and proposed extensions of credit and financial information Evaluate credit structure and terms to determine sources and uses of funds Analyze industry data, competitive factors, historical performance, and projected results Assess risks and recommend the appropriate risk rating Determine any policy exceptions and mitigating factors Recommend credit alternatives and creative ways to structure credits ensuring that transactions are within portfolio risk standards Complete Credit Reports that incorporates all the analysis noted above by using critical thinking standards Analyze loan transactions and credit worthiness of existing and prospective borrowers Prepare a detailed and accurate credit analysis and providing opinions/recommendations regarding an existing or prospective Credit/Borrower, including potential risks and how to mitigate such risks. Ensure all due diligence and background evaluations on a loan request are complete and thorough, so credit approval can be considered. Participate, under direct supervision, in client visits, discussions, and meetings QUALIFICATIONS Education: Minimum Bachelors' degree in Business or Finance preferred Experience: 3-5 years of experience in banking related product sales, service, and advising required Skills/Ability: In depth knowledge of banking products and services (deposit, lending, consumer and commercial experience preferred). Understand cause of the covenant default as well as Borrower's action plan to cure/remedy default, and prevent it from happening going forward and RM's action plan regarding the default (i.e waive, waive and extend, enter into a forbearance period etc). Strong sales, marketing, and business development skills required Ability to manage situations of varying degrees of complexity with customers (excellent problem resolution skills) Team oriented, able to influence others and lead colleagues toward common goals Must have high standard of integrity and work ethics Ability to work in a fast paced, demanding environment Fluency in English and Chinese (Mandarin or Cantonese) preferred OTHER DETAILS AVP: $70K - $95K / year VP: $95K - $130K / year Pay determined based on job-related knowledge, skills, experience, and location. This position may be eligible for a discretionary bonus. Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long‑term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k). Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy. Cathay Bank is an Equal Opportunity and Affitative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision‑making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law. Click here to view the “Know Your Rights: Workplace Discrimination is Illegal” Poster: Poster‑ English Cathay Bank endeavors to make ****************** accessible to any and all users. If you would like to contact us regarding the accessibility of your website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at ************** or *************************. This contact information is for accommodation requests only and cannot be used to inquire about the status of applications. #J-18808-Ljbffr

A leading CPA and advisory firm in Washington, D.C. is seeking a Senior Tax Manager to lead client relationships and planning discussions. The ideal candidate should hold an active CPA or EA license and have significant individual tax experience including reviewing 1040s. This role offers robust growth opportunities, competitive compensation within a dynamic team environment, and a flexible working schedule that promotes work/life balance. Join a passionate team eager to help clients maximize their opportunities. #J-18808-Ljbffr

Shape a brighter financial future with us. Together with our members, we're changing the way people think about and interact with personal finance. We're a next-generation financial services company and national bank using innovative, mobile‑first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we're at the forefront. We're proud to come to work every day knowing that what we do has a direct impact on people's lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. The team SoFi's Credit team manages credit risk activities for our lending products (Student Loan Refinance, Private Student Loan, Personal Loan, Credit Card, and Mortgage) - including credit strategies/policies for new account origination and portfolio management, collections/recovery strategies and operations, and risk and operational data science and analytics. The team designs data‑driven strategies to ensure the growth in lending is consistent with the company's risk appetite and helps create the products and experiences that put our members' interests first. The Senior Credit Manager will work in the Credit team and have responsibilities to analyze and evaluate data to develop and propose value‑added credit risk strategies and models for SoFi's lending products, including Personal Loan, Student Loan Refinance, Private Student Loan, and Credit Card. The initial focus of the role will be on Personal Loan but the candidate may get opportunities to work on other lending products in the future. The candidate will be responsible for independently developing and implementing Personal Loan underwriting strategies that meet our risk appetite, monitoring and analysing the risk trends within the portfolio to provide insights and recommendations for strategy enhancement opportunities. She/he will be part of the Credit team with 1LOD responsibilities. The Senior Credit Manager will collaborate with cross‑functional teams such as Business Units, Operations, Marketing, Finance, Capital Markets, Product, Engineering, Legal and Compliance. Use business acumen, credit experience and quantitative and analytical skills to drive revenue, control risk, and provide value to the company and consumers. The ideal candidate will possess a data‑driven analytics background and the strategic acumen to direct a function that draws strategic insights from data using database and statistical analysis tools to inform decisions and support SoFi's overarching strategic goals relative to loss prevention and profit optimisation. They bring new ways of thinking, data sources, technologies, and capabilities to SoFi. What you'll do Innovate… Bring your brightest ideas to build algorithmic risk strategies. This means you will architect credit underwriting, pre‑screen targeting, and risk tier assignment. Data Driven… Your deep analysis will power the future of lending with an optimal real‑time data ecosystem - including multi‑product internal, bureau, third‑party, and alternative data sources and uses. Iterate, learn, innovate… We are all responsible for innovation and must embrace a test‑and‑learn mentality and data‑driven decision making. Collaborate… Work collaboratively with business partners such as Business Units, Operations, Marketing, Finance, Legal and Compliance to deliver successful business results. Partner closely with implementation teams to accurately drive new strategies to production. Control the risk and drive performance outcomes … Understand credit risk and develop approaches to mitigate loss and responsibly grow revenue. Monitor the performance of strategies and portfolios. Document and communicate results and escalates issues as necessary. Identify gaps/opportunities and drive actions. Challenge the status quo … Challenge others, continuously raise the bar, build better processes and attack hard problems to help us build the best products in the industry. Grow, grow, grow!… Be inspired by dynamic leaders and our rapidly growing business. We want you to be an inspired leader of tomorrow, so we are recruiting the best, brightest, and passionately quantitative team members. What you'll need 7+ years of related experience Business acumen and work experience in the consumer lending business (loans or credit cards) Direct experience in the credit strategy analytical life cycle, including strategy and decision tree development, P&L, presentation, implementation validation, and post‑implementation monitoring Proven analytical skills in conducting sophisticated analysis using customer performance data, bureau attributes, and other 3rd party variables to solve business problems Proficient data exploration and credit modelling skills in Excel, SQL and Python A demonstrated ability to synthesize and communicate analysis to business partners and senior management Results‑driven, eager to learn, and able to work collaboratively in a fluid environment Knowledge/skills in analytical and modelling techniques such as decision trees, regression, logistic regression, test design Preferred: 7+ years of personal loan credit risk experience Preferred: Experience in developing credit strategies using innovative data sources such as cash flow or alternative data Preferred: Advanced degree (Master's or PhD) with a quantitative major such as Statistics, Mathematics, Engineering, or Computer Science Compensation and Benefits The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate's experience, skills, and location. Pay range: $172,800.00 - $297,000.00 Payment frequency: Annual This role is also eligible for a bonus, long‑term incentives and competitive benefits. More information about our employee benefits can be found in the link above. To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page! SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law. The Company hires the best qualified candidate for the job, without regard to protected characteristics. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com. #J-18808-Ljbffr

Senior Tax Manager page is loaded## Senior Tax Managerremote type: Hybridlocations: Encino, CA: Norfolk, VA: Baltimore, MD: Reston, VA: Denver, COtime type: Full timeposted on: Posted 2 Days Agojob requisition id: R366We are seeking a CPA with at least 12+ years of experience from a mid-to-large sized local firm with business accounting and tax experience to join our firm. You will be reviewing and adjusting the accounting prepared by our tax accountants and preparing and reviewing tax returns for Partnership, S-Corporation, Individual, and Trust Tax Returns. Our firm has a broad base of clients in many industries, but the largest concentration is in real estate and experience in this area and partnerships is required.The qualified candidate is committed to public accounting, their peers, and clients with a high degree of integrity and professionalism. Collaboration is essential to the success of this role.**Primary Responsibilities*** Prepare complex real estate partnership returns.* Review accounting, workpapers, and tax returns, including partnership, S corporation, C corporation, trust, and individual (1040) returns.* Conduct detailed reviews with occasional preparation work as needed.* Manage client relationships, including client groups with multiple entities (up to 100+).* Provide direct client contact and develop tailored solutions for client needs.* Oversee and train staff, assisting with technical development and mentoring.* Apply advanced knowledge of multi-state tax issues, 1031 exchanges, 163(j) limitations, Qualified Business Income (QBI) deductions, 704(b) target allocation rules, allocation of non-recourse debt, 754 step-ups, and cost segregation studies.* Provide tax planning and manage special projects requiring analysis, judgment, and creative thinking.* Handle federal and state tax audits and assist with tax controversy matters.* Maintain expertise in multi-state tax and foreign compliance policies, ensuring adherence to relevant regulations.* Assist in preparing firm memos and technical documentation.* Keep up with industry best practices and tax law updates.* Support the development of staff through structured training programs.* Lead and execute other tax-related projects as they arise.**Required Qualifications:*** A college degree in accounting or a similar field is required.* Certified Public Accountant (CPA) designation.* A minimum of 12+ years of experience in public accounting is required, with a strong preference for candidates from a mid-to-large-sized local firm.* Experience with trusts, estate tax returns, and/or private foundations is preferred* Experience training, managing and mentoring teams* Experience with partnership tax matters, including capital account maintenance under the 704(b) regulations, 1031 exchanges, 754 elections, Section 163(j), 199A, and Pass-Through Entity Tax (PTET).* Multi-state tax experience is required, and international tax experience is considered a plus.* Proficiency in Excel and experience working in a paperless office environment are essential.* Familiarity with software such as Lacerte, QuickBooks, and CCH Engagement is desirable.**Compensation Range:****$230,000-275,000****Why Cerity Partners****:**Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:* Health, dental, and vision insurance - day 1!* 401(k) savings and investment plan options with 4% match* Flexible PTO policy* Parental Leave* Financial assistance for advanced education and professional designations* Opportunity to give back time to local communities* Commuter benefits*Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.**Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to **************************. Applicants must be authorized to work for any employer in the U.S.*Ultimately, outstanding wealth management is about people and relationships. Our people are the nucleus of Cerity Partners. Each colleague brings unique expertise, commitment and knowledge to the firm and it is by working together that we achieve our mission to have a positive impact on the financial well-being of our clients, colleagues and communities. Our people drive our success by working together to deliver exceptional service to our clients. We truly care about what we do.Introduce yourself to our Talent Acquisition Team and we'll be in touch if there's a role that seems like a good match for your skill set.Cerity Partners is one of the nation's leading independent financial advisory firms. We serve high-net-worth individuals & their families, businesses, & their employees, and nonprofit organizations from our offices across the country. Our in-house experts of tax advisors, financial planners, investment professionals, & retirement plan consultants are passionate about and committed to providing objective financial advice & oversight. At Cerity Partners, we believe in the long view. We work with clients who appreciate our comprehensive and sustained approach to wealth management. We don't just look for short-term gains, we seek long-term growth. We have the same approach to our people. We look for experienced and credentialed wealth management colleagues who can keep pace with us. We manage over $100 billion assets for our clients and we are routinely recognized as a Barron's Top 100 RIA firms in the nation. The driving factor of our accelerated growth is our people. Located throughout the U.S., our teams consist of experts who are helpful, knowledgeable, sincere, and have the perseverance and capability to go the extra mile for our clients. We consider our firm a community that works together to serve one common goal: Finding diverse solutions to suit diverse financial needs. #J-18808-Ljbffr

A leading CPA firm is seeking a Tax Senior Manager in San Francisco, responsible for leading the Tax department and preparing tax filings. The role requires a Bachelor's degree in accounting, a CPA or Bar certification, and 8+ years of public accounting experience with a focus on tax. Key responsibilities include mentoring staff, conducting tax research, and managing client relationships. The firm offers a competitive salary and benefits, emphasizing work-life balance and professional development. #J-18808-Ljbffr

SOCAL 3900 W Alameda Ave Suite 2400 Burbank, CA 91505, USA SOCAL 3900 W Alameda Ave Suite 2400 Burbank, CA 91505, USA NORCAL 595 Market St Suite 920 San Francisco, CA 94105, USA NORCAL 595 Market St Suite 920 San Francisco, CA 94105, USA Miller Kaplan is a different kind of CPA firm; we believe in building a legacy-yours. We want to give our clients the very best, and we understand that begins with helping our employees be their best through professional mentorship, life-work integration, and a sense of community. That starts with you! Job Summary: The Tax Senior Manager is responsible for supporting and leading the Tax department's professionals and attracting new business to the Firm. The Tax Senior Manager prepares tax filings and related matters, and ensures that the processes adhere to the state regulations and local procedures. Supervisory Responsibilities: Act as coach and mentor to all employees in the Tax department. Handle onboarding, training, discipline, and termination of employees in accordance with company policy. Oversee the daily workflow of the department. Provide constructive and timely performance evaluations. Provide oversight and direction to the employees in the Tax department. Duties/Responsibilities: Assist with staff training for new hires and ongoing staff training. Train, mentor, and provide direction to staff, including time management, general supervision, and guidance. Conduct business development efforts, including, but not limited to, meeting with prospective clients, preparing fee quotes and proposals, and evaluating client's needs. Conduct complex tax research and keep up with current laws, possessing sound knowledge of the latest tax laws. Communicate directly with existing clients, colleagues, management, and federal & state taxing authorities regarding various tax matters. Delegate projects to Associates & Senior Associates and provide accounting and tax assistance. Recognize, anticipate, and resolve tax issues; make recommendations to Partners. Respond to IRS and state agency audits, inquiries, and tax notices. Review complex gift tax and estate tax returns. Review complex U.S. and multi-state income tax returns for individuals and business entities, C-corporations, S-corporations, Partnerships, Fiduciary, and Non-Profit Organizations. Take direction and report to the Partners of the Tax department. Ability to work the required overtime hours during busy season. Perform other related duties and projects as assigned. Education and Experience: Required: Bachelor's degree in accounting, taxation, or related field. CPA or Bar certification. Eight+ years Public Accounting experience with a tax focus. Preferred: Master's degree in accounting, taxation, or related field. Significant supervisory experience. Required Skills/Abilities: Competence with tax compliance and research software, including GoSystems, or other software. Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally. Detail orientated and ability to multi-task, possesses excellent time management and prioritization skills. Display sounds business and professional judgment. Excellent organizational and time management skills. Excellent written and verbal communication skills. High degree of self-motivation and self-investment. Proficient with Microsoft Office Suite or similar software. Works well under pressure and client deadlines. Physical Requirements: Must be able to lift up to 15 pounds at a time. Prolonged periods sitting at a desk and working on a computer. Requirement to come into the office 1-3 days a week. LIFE: Competitive Salary: We value your dedication and hard work. We offer a competitive salary of $145,000 - $180,000 per year for this role. Generous Paid Time Off:Start with 20 days and watch it grow, plus 2 extra days annually for managers. Comprehensive Healthcare:Medical options include HMO, PPO, HDHP, with fully covered dental and vision for you. Flexible Spending Accounts & Health Savings Accounts:Manage healthcare expenses conveniently with a benefits debit card. Employee Assistance Program:Confidential support for personal or work-related challenges. FAMILY: Hybrid & Remote Flexibility:Work-life balance matters! Enjoy flexibility based on your role. Insurance Benefits:Basic life insurance, voluntary life insurance, and long-term disability coverage. Dependent Care and Pet Insurance:Covering loved ones, furry or not, with flexible spending accounts and pet insurance. Bereavement Paid Time Off:Time to grieve and heal without work worries. Sabbatical and Personal Leave Options:Recharge and refocus with time off for personal needs. BUSINESS: Social Events:Networking and unwinding at virtual and in-office firm social events. Community Involvement: Volunteering events that give you and your team a chance to give back and grow stronger together. Referral Bonuses:Earn rewards for growing our team and client base. Commuter Benefits:Funds for transit and parking to ease your daily commute. Professional Development:Reimbursement for licenses, memberships, CPE allowance, and access to classes through Becker. DREAMS: Retirement Plans:Tailored 401(k) Profit Sharing Plan for your financial future. Support for Professional Certifications:Assistance on your journey to CPA or CFE, including study materials, exam reimbursements, and bonuses. Leadership Development and Mentorship:Personal and professional growth through mentorship programs and our firm's competency model (Blueprint for Development). Ready to embark on a fulfilling career journey with us? Join our team and unlock a world of opportunities and support! Miller Kaplan does not accept unsolicited candidates, resumes, or referrals from staffing agencies or third parties unless there is a signed agreement in place. Any submissions to any employee or owner of Miller Kaplanwithout a pre-existing agreement will be considered Miller Kaplan's property and not subject to fees. For existing agreements, a role must be approved by the People & Culture department in writing and open to external search; otherwise, submittals and referrals will be considered Miller Kaplan property and not subject to fees. For inquiries regarding referrals or contracts, please contact ************************ . Miller Kaplan is an equal opportunity employer and will consider all qualified applicants for employment, without regard to race, color, religion, sex, national origin, disability, or any other legally protected status in accordance with applicable federal, state, and local laws. We also consider qualified applicants with criminal histories, in compliance with federal, state, and local regulations. Miller Kaplan is unable to sponsor applicants for employment visas now or in the future, unless otherwise specified in the job posting. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor. #J-18808-Ljbffr

Escalon provides essential business services to its clients. The services include accounting, payroll, HR, taxes, etc. Escalon Business Services is located in Mohali with headquartered in Palo Alto, CA, United States. Escalon is a 500 crore and growing Fintech company. It is a technology-based Accounting, Tax Preparation, Risk, and Payroll Service provider. Escalon has 1000+ total employees across all its locations. Job Description Masters degree in Accounting or Finance/Commerce Must have an Enrolled Agent/ CPA license /MBA/MCOM Extensive knowledge of US Corporate tax legislation, Strategic/tactical thinking, Strong accounting knowledge Minimum of 8 - 9 years relevant US Corporate Taxexperience Minimum 5 years of team management experience Minimum of 4 years direct client management/active consulting experience Strong presentation skills and sound problem-solving skills. The ability to work with different taxation software and learn quickly new software Proficient in Microsoft Office (Excel, Word, PowerPoint) Responsibilities Active review of tax deliverables Working in coordination with management Onshore and offshore, Team Management Making assignments and maintaining periodic status report Managing communication with accounting and other teams Managing communication with clients via emails & phone calls Planning, forecasting, and managing the workload of theteam Coordinating and contributing to the completion of the same. Workon tight deadlines during the returns filing seasonand see to it that the end product is delivered on timetoavoidpaying penalties for late filing. Gatheringthe required information directly from Client Management SPOC/Line Manager Acquire a clear understanding of the process and review the team's work & assist with their queries Training & upskilling team continuously, Building and maintaining client & cross-functional relationships Mentoring team periodically and on an ad-hoc basis. #J-18808-Ljbffr

This Branch Manager opportunity will be responsible for managing the functions of a full service branch, including maintaining existing and developing new customer relationships, both personal and business. The Branch deposit size is normally under $25,000,000. Accountability includes achieving sales performance objectives of the branch relating to deposit growth, fee income, and expense control. Responsible for the supervising, coaching, and developing of branch staff and ensuring the communication and adherence with all Bank best practices, policies, procedures, and regulations. RESPONSIBILITIES: * Leads by example and proactively builds existing retail and business customer relationships and develops new consumer relationships * Develops new business relationships by identifying qualified prospects, using pre-call planning tools and resources, and following up with all external business development calls * Achieves sales performance goals and objectives relating to, deposit growth, investment and fee income, and cost control * Reinforces sales skills to effectively uncover customer needs and recommend appropriate Bank products and services. * Manages and coaches the branch sales team to effectively provide financial solutions to customers * Provides customer resolution to problems and inquiries through direct personal action or referral to the proper department * Has knowledge of and complies with Bank security and operating policies and procedures, as well as compliance regulations including KYC, OFAC, CIP, and Information Security policies and procedures; * Ensures that dual control is in place for all vaults/safes containing cash/negotiables; * Coordinates with Regional Managers and Human Resources on the hiring of new employees, performance reviews, employee discipline, terminations and salary adjustments * Takes responsibility in meeting monthly branch and/or individual scorecard sales goals on a consistent basis by monitoring self-performance and following action plans * Keeps up-to-date on Bank products and services to effectively provide financial solutions to customers, as well as to branch sales team; * Provides regular team meetings for branch personnel to convey information received in seminars, manager's meetings, conference calls and other sources * Refers customers to wealth management, brokerage and commercial representatives as appropriate * Manages the approval of all new accounts, the approval of checks for cashing, and the signing of official checks and certificates of deposit * Manages overall responsibility for settlement of branch cash * Conducts audits and oversees completion of monthly and quarterly branch audits * Opens and closes branch office adhering to bank's security policy and procedures * Participates as a member of branch-local civic organizations to promote Bank name, products and services. * Coaches and ensures that best practices are being followed with regard to mystery shops, @ your service standards, and the distribution and effective discussion of bank marketing materials, as assigned. * As business needs arise, ability to open and/or close the Branch and may require working hours outside normal scheduled work hours. Qualifications * Bachelor's degree preferred or equivalent work experience * Minimum of two years in a management capacity required * Excellent verbal and written communications skills in Spanish or additional language a plus. * Must possess an NMLS license or obtain NMLS license within 90 days of employment * Ability to complete ongoing NMLS training and ensure SAFE Act compliance is required * Strong sales and service skills * Strong planning and organizational skills * Strong communication, problem solving, and coaching skills. * Proficiency in Microsoft Office products * Demonstrated strong interpersonal skills * Demonstrated ability to be flexible and adaptable * Ability to travel to other branch locations as business needs arise * Flexibility on work schedule as business needs arise KEY COMPETENCIES: * Accountability * Leadership Skills * Interpersonal Skills * Strategic Planning and Execution * Organization Essential Functions: * Sitting for extended periods of time. * Ability to efficiently operate a computer keyboard, mouse and other computer components. * Ability to converse and exchange information with all levels of staff within organization. * Ability to observe, perceive, identify, and translate data * Ability to travel via air, rail, automobile and/or bus. Company Profile Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here. At United, our strength is our people, and we are committed to nurturing a culture that is reflective of the communities we serve; promotes respect and a shared purpose; and aligns with our core values. Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, status as a protected veteran, or any other characteristic protected by law. Nearest Major Market: Washington DC Job Segment: Branch Manager, Bank, Banking, Marketing Manager, Outside Sales, Management, Finance, Marketing, Sales