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The Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified Financial Planners®, create the Citizens Private Client team.
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Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries.
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Competency and experience in strategies that use place-based, systems change (e.g., community organizing or advocacy), or environmental approaches intended to advance economic, small business and housing equity in urban and/or rural settings and promote a healthy quality of life for all community members are required.
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Prepare tax returns for high net worth individual, S corporations, partnerships, and fiduciary income tax returns as well as estate and gifts tax returns. The role is fully remote but would like the candidate to live on the East Coast.
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Technical expertise on social sustainability topics such as fair wages, gender or racial equity, ethical recruitment or just transition, with a proficient knowledge of impact program typologies, methodologies and toolsTrack record of successful program management and delivery, coordinating multiple contributors, workflows and projectsDemonstrable spoken and written communication skills, editing and proofreading skills, as well as attention to detail.
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At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
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Preparing Tax Returns for high net worth individual, S corporations, partnerships and fiduciary income tax returns as well as estate and gifts tax returns. Our client, a well-established 40+ year CPA Firm, is adding a Tax Senior/Supervisor to their team.
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Additionally, candidate may assist on valuations for financial reporting and advisory purposes (enterprise values, stock options, warrants, convertible debt, equity allocations across complex capital structures, and other complex securities/derivatives) primarily in Excel dependent upon background and experience.
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Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
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To all of our team membersOur Diversity, Equity, and Inclusion council and employee resource groups promote open and honest communication, remove barriers, and champion policies to build a more equitable environmentDo the right thing, always.
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Place Crypto, Spot FX, CFD’s, Equities, and Commodity trades, provide quotes and facilitate discussions regarding equity markets, fixed income markets, international markets, and economic conditions.
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At Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism. Understanding of consumer loan documentation, loan servicing and/or loan operations. 3+ years of fair banking or other related consumer compliance experience in consumer financial services or a regulatory agency.
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TRC is committed to promoting diversity and equity within the clean energy sector. TRC collaborates with clients to develop and implement market transforming programs and initiatives that promote energy efficiency, renewable energy, and decarbonization in multiple market sectors across the US. These initiatives reduce energy costs, improve the health and safety conditions of buildings, while also helping the environment by reducing greenhouse gas emissions.
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To support these efforts, the Faculty Diversity Collaborative in the Office of University Equity and Inclusion provides individualized and targeted supports throughout career development to increase faculty engagement, ensure effective and inclusive mentoring, expand networking opportunities, and develop leadership skills to foster a sense of belonging and professional growth for diverse faculty in the academy.
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Recently awarded one of the 2022 Best Places to work in NY and Best HR teams by comparably, the leading workplace culture and brand reputation platform, A Place for Mom is committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.
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equity worth jobs in New Brunswick, NJ
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