14 tax analyst jobs found

Description Summary: The New Markets Tax Credit (NMTC) Business Development Associate Project Manager will work on equity and debt underwriting and project management of NMTC and co-manage the internal relationships with the closing teams and external developer relationships. This role will be located at the Huntington Pittsburgh Vision office, 116 15th Street, Pittsburgh, PA 15222. Duties and Responsibilities: Underwriting debt facilities and equity investments and coordinating successful closings with all internal and external groups Acting as a contact with the developer during the underwriting and closing process Financial modeling of sources and uses, capital stack, development budget, operating budget pro forma, cash flow, benefit schedule, and other relevant analyses Basic proficiency in understanding and identifying associated risks, and the ability to describe and/or devise...

Overview Good Things Start Here. Good things are happening at Berkshire Hathaway GUARD Insurance Companies—an A+ (Superior) rated, nationwide Property & Casualty insurer backed by Berkshire Hathaway. With supportive leadership, collaborative teams, and opportunities to grow, GUARD is a place where people build meaningful, long‑term careers. Good Things You Can Count On. Hybrid schedule: 2 days remote / 3 in‑office Predictable hours (no nights, weekends, or holidays) Competitive pay + generous PTO Medical, dental & vision starting day one 401(k), tuition reimbursement & longevity bonuses Responsibilities Berkshire Hathaway GUARD Insurance Companies is looking for a Residual Market Associate -Auditor to join our Underwriting-RISC team in Wilkes-Barre, PA.   In this role, you will be responsible for conducting independent reviews of policyholders' operations and classifications for...

Description Summary: Lead the onboarding, structuring, and execution of Specialized Mortgage Solutions relationships, partnering across internal stakeholders to deliver tailored cash management and account structures, while ensuring an exceptional client experience and driving deposit and fee revenue growth. Responsibilities: Partner with Managing Directors on new business efforts by supporting client-facing discussions, presenting SMS capabilities, and aligning solutions to borrower, lender, and servicer cash management requirements. Lead the onboarding and implementation of new SMS relationships, including structuring account setups, coordinating agreements, and ensuring alignment with client and lender expectations. Serve as the primary relationship manager for assigned portfolios, maintaining consistent client engagement and delivering a high-touch, “white glove” service experience. Structure complex cash...

Job Description NewLane Finance is a commercial equipment finance company, serving small and mid-size businesses nationwide. Our mantra is "Business Lending Done Right", and our strategy is to revolutionize small business lending by employing the latest technology and a motivated workforce to deliver fair and transparent financing solutions to businesses with unmatched levels of speed, convenience and customer service. Our products and services are offered to the business community primarily through financing programs with equipment manufacturers, distributors, and dealers. NewLane Finance is powered by a $24B financial organization. NewLane Finance is seeking an experienced Middle Ticket Senior Credit Underwriter to join and lead a middle ticket credit team. The qualified candidate will be responsible for and have direct oversight of the day to day underwriting of all middle ticket transactions with sizes ranging from $100,000 to $1,000,000.The role requires strong...

Job Description Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses. The Associate Financial Advisor partners with Advisors and Senior Advisors in delivering financial planning and investment solutions to mass affluent clients. This role focuses on client discovery, needs-based recommendations, and deepening relationships through referrals generated within the branches. This role is designed for an individual that is developing advisory skills, client relationship management, and technical knowledge with the goal of progressing to a Financial Advisor role. This individual will be working with mass affluent clients with assets of under $2 million. In addition, the incumbent will lead to...

Overview Good Things Start Here.    Good things are happening at Berkshire Hathaway GUARD Insurance Companies- and you can be part of it! We are an A+ (Superior) rated, nationwide Property & Casualty insurer backed by Berkshire Hathaway. With supportive leadership, collaborative teams, and opportunities to grow, GUARD is a place where people build meaningful, long‑term careers.   Good Things You Can Count On. Hybrid schedule: 2 days remote / 3 in‑office Competitive pay + generous PTO Medical, dental & vision starting day one 401(k), tuition reimbursement & longevity bonuses Responsibilities We are seeking an experienced Product Manager to support the strategy, performance, and ongoing development of our Commercial Insurance portfolio. This role works closely with business leadership to evaluate portfolio results, develop underwriting strategies, maintain underwriting guidelines, and...

Overview Good Things Start Here. Good things are happening at Berkshire Hathaway GUARD Insurance Companies—an A+ (Superior) rated, nationwide Property & Casualty insurer backed by Berkshire Hathaway. With supportive leadership, collaborative teams, and opportunities to grow, GUARD is a place where people build meaningful, long‑term careers.   Good Things You Can Count On. Hybrid schedule: 2 days remote / 3 in‑office Predictable hours (no nights, weekends, or holidays) Competitive pay + generous PTO Medical, dental & vision starting day one 401(k), tuition reimbursement & longevity bonuses Responsibilities The Senior Liability Adjuster is responsible for conducting office investigations and adjusting complex commercial general liability claims that are largely litigated, with exposures up to and exceeding policy limits within our Major Case Unit.    Key Responsibilities: Handle...

You'll own the day-to-day central transfer pricing operations of a global, regulated business and, at the same time, lead its transformation: bringing in modern technology and better data, streamlining how work gets done, and leading a team known for insight rather than manual processing. It's a role for someone energised by change, confident leading people, and looking for genuine influence over the shape of a function — not just its upkeep. We're modernising the way our Tax team works — replacing manual, fragmented processes with simpler, smarter and more connected ones — and we're looking for a leader to drive that change within Transfer Pricing while running a high-performing operational team.   The Role Lead Transfer Pricing Operations Lead WTW’s global Operational Transfer Pricing function, with responsibility for the governance, execution, and continuous improvement of the forecasting, execution, and compliance sub-functions.  Partner with business, finance,...

Description The NMTC Director of Asset Management will oversee a team of asset managers responsible for a portfolio of NMTC investments and the administration of Huntington’s Community Development Entity. Director must have prior experience closing or managing various tax credit investments with a high level of focus on NMTC.   The Director will play an important role in managing internal and external relationships through directing an appropriate balance between customer requests and risk management.   The Director will have primary responsibility for ensuring the team executes on all appropriate portfolio risk management processes and will be expected to manage his or her own portfolio of investment assets. The Director will report to the Director of New Markets Tax Credits and Investments and will be responsible for: Managing a team of asset managers responsible for overseeing both direct and fund...

Job Description Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses. The Tax Manager, Personal Tax Services, will be responsible for the preparation of complicated trust and individual federal, state and local tax returns, as well as tax reporting for investment management accounts. The incumbent will research tax issues and collaborate with clients, wealth advisors, portfolio managers and other tax department colleagues to resolve tax issues and notices. Job Responsibilities: Apply federal, state and local tax laws to ensure all tax compliance and filing requirements are timely completed for assigned investment management, trust and individual accounts/clients. Collect and maintain...

The Dental Standards Leader will be responsible for transforming our dental standards team by developing, designing and reimagining processes that support our distribution, claims, implementation and underwriting teams. This leader will drive strategy to improve workflows and enhance operational efficiency and service delivery. You Will Lead a team of dental standards analysts. Be viewed as a subject matter expert and thought leader on plan level recommendations to distribution partners and underwriting based on industry knowledge, market trends and the optimization of internal Guardian systems to ensure best in class dental plan experience for our plan holders. Lead and manage cross-functional projects and initiatives related to dental product development, plan design, regulatory implementation, underwriting support and operational improvement Develop and oversee project plans, timelines, and deliverables while ensuring alignment across stakeholders (Sales,...

Overview Good Things Start Here.   Good things are happening at Berkshire Hathaway GUARD Insurance Companies- and you can be part of it! We are an A+ (Superior) rated, nationwide Property & Casualty insurer backed by Berkshire Hathaway. With supportive leadership, collaborative teams, and opportunities to grow, GUARD is a place where people build meaningful, long‑term careers.   Good Things You Can Count On. Hybrid schedule: 2 days remote / 3 in‑office Predictable hours (no nights, weekends, or holidays) Competitive pay + generous PTO Medical, dental & vision starting day one 401(k), tuition reimbursement & longevity bonuses Responsibilities The Product Filing Analyst II is responsible for preparing, submitting, and maintaining insurance product filings across multiple states and lines of business. This role works with a high level of independence to ensure filings meet state...

Job Description Are you looking for your next opportunity? Sompo has a unique opportunity for a Vice President, Underwriter on our North America Environmental team. The experienced insurance professional will underwrite construction risks for environmental and professional exposures on practice and project basis, for contractors and owners and follow form excess opportunities for both contractors and owner exposures. Location : This position will be considered in Conshohocken, PA; New York, NY; Chicago, IL and Denver, CO offices. We strive for collaboration, which is why we offer a work environment where our employees thrive and develop long-lasting careers. Our business, your impact, our opportunity: What you'll be doing : Agility in underwriting to efficiently and comprehensively review submission documents to determine acceptability of risk in accordance with Sompo guidelines Demonstrate a solid understanding of pricing...

Overview Good things are happening at Berkshire Hathaway GUARD Insurance Companies. We provide Property & Casualty insurance products and services through a nationwide network of independent agents and brokers. Our companies are all rated A+ “Superior” by AM Best (the leading independent insurance rating organization) and ultimately owned by Warren Buffett’s Berkshire Hathaway group – one of the financially strongest organizations in the world! Headquartered in Wilkes-Barre, PA, we employ over 1,000 individuals (and growing) and have offices across the country. Our vision is to be a leading small business insurance provider nationwide.   Founded upon an exceptional culture and led by a collaborative and inclusive management team, our company’s success is grounded in our core values:  accountability, service, integrity, empowerment, and diversity. We are always in search of talented individuals to join our team and embark on an exciting career path!...