p/>TAX MANAGER.
Supervisory Responsibilities:
- Responsible for the development, coaching and training of Supervising Seniors, Seniors, Semi-seniors and Staff accountants.
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Rancho Santa Margarita, CA5 days ago
Vaco/Highspring does not have knowledge of the tools used by its clients in making final hiring decisions and cannot opine on their use of AI products.Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:
- the individualās skill sets, experience and training;
- licensure and certification requirements;
- office location and other geographic considerations;
- other business and organizational needs.
Vaco/Highspring does not have knowledge of the tools used by its clients in making final hiring decisions and cannot opine on their use of AI products.Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
Canadian residents may access our policies in English here and in French here.
li>Responds to all customer requests for information, including providing copies of invoices, proofs of delivery, information on billing and account discrepancies, account reconciliations and any other requests the customer may have regarding their account status.
Preferred Qualifications:.
The Credit and Collections Manager partners closely with Finance, Sales, Operations, and external partners to ensure timely payment, effective credit controls, and operational excellence across high-volume B2B and B2C portfolios. CR&R Incorporated is seeking a Credit and Collections Manager to lead and optimize credit and collections operations across our multi-state, multi-entity organization.
Rexel USA operates its electrical distribution business in the United States through eight Regions that go to market under various banner and trade names, including Rexel, Rexel Automation, Gexpro, Mayer, and Platt Electric Supply. The ability to competently perform all the essential duties of the position, with or without reasonable accommodation, demonstrate commitment to effective customer service delivery, integrity, and the ability to work productively as a member of a team or work group are basic requirements of all positions at Rexel USA.
This role operates as a hands-on leader, directly managing a cross-regional team based in the US and UK without intermediate layers while remaining actively engaged in complex transactions, escalations, and decision-making. Whether you are working with the leading minds in the industry on high-profile projects, with internal teams to support continuous improvement, or with our customers to inspire and delight - your contributions will have an influence.
p>Qualifications/Requirements: Bachelor's degree and 4+ years of experience in a strategic analytical role, and/or commercial Credit/Risk, Finance, or Analytics role; or in lieu of a bachelor's degree, 8+ years of experience in strategic analytical role.
Essential Responsibilities:
p>The posted salary range for this job takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; geographic location, and other business and organizational needs. Your work will support both new loan originations and existing credit relationships by providing clear, objective financial insight to Commercial Risk and Credit leadership-while remaining independent of underwriting and approval decisions.
p>Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. The Portfolio Manager owns the underwriting process for all credit requests, working closely with Analysts, Associates, and Relationship Managers to determine and evaluate potential risks and identify cross-sell opportunities.
What you bring to the role: 7+ years' experience providing tax planning services or preparing and reviewing client work papers and income tax returns Bachelor's degree in accounting, finance, or other business-related field Knowledge of HLBV Accounting Concepts Certified or in the process of obtaining a CPA, enrolled agent, or other appropriate certification Financial modeling expertise Travel up to 10% Skills you need for this role: Previous Big 4 experience Experience working in a fast-paced, team environment Strong verbal and written communication skills Knowledge of fund accounting and general ledger accounting Demonstrated basic understanding of Subchapter K and investment partnership taxation Demonstrated knowledge of tax equity investment structures Knowledge of the investment and production tax credits associated with wind, solar, biomass projects What you can expect from us: Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect The opportunity to innovate and do work that motivates and engages you A collaborative environment focused on enabling you to further your career growth and continuous professional development Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing Flexibility to do impactful work and the time to enjoy your life outside of work Opportunities to connect and learn from professionals from different backgrounds and with different cultures Benefits Information: Cherry Bekaert cares about our people. (Sections 48/48E) Production Tax Credits (Sections 45/45E) Clean Hydrogen (Section 45V) Clean Fuel (Section 45Z) Advanced Manufacturing (Section 45X) Nuclear (Section 45U) Carbon Sequestration (Section 45Q) Clean Fuel (Section 45Z) 2. Experience with the Transferability rules (Section 6418) and experience with prior credit transferability transactions.
San Clemente, CA28 days ago
InterSolutions is hiring Apartment Leasing Consultants with Low Income Housing Tax Credit (LIHTC) experience for properties near you. As a Leasing Professional, you ll play a key role in creating an outstanding living experience for both current and prospective residents.
Irvine, California30+ days ago
Your work will support both new loan originations and existing credit relationships by providing clear, objective financial insight to Commercial Risk and Credit leadership-while remaining independent of underwriting and approval decisions. In this role, you'll travel extensively across the U.S. to assess dealer cash flow, liquidity, working capital, and overall financial condition through hands on reviews of books, records, and bank activity.
In addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection. https://careers.cbh.com/legal-disclosures/ contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws.
Newport Beach, CA30+ days ago
p>ā¢ Passion for career in investments and intellectual curiosity to delve into company-specific and industry topics ā¢ Risk appetite in alignment with the Team's philosophy ā¢ Big-picture thinker, team player, and excels working independently and managing ambiguity ā¢ You can be who you are. ā¢ Filling a role on the Private Placement Corporate Team, which currently consists of four investment professionals within the broader Pacific Life Investment department.
p>Job Description: The ICG Credit Support Manager serves as a central leader within Institutional Client Group (ICG) Credit, acting as a strategic connector across credit teams and partner business lines. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
The Manager Credit Card Audit leads advanced auditing, monitoring, and compliance activities for the corporate credit card program, ensuring adherence to internal policies, regulatory requirements, and financial controls across several thousand active corporate cards. The role provides subject matter expertise, identifies risk trends, and drives continuous improvement initiatives to strengthen controls, reduce risk, and enhance operational efficiency.
Responsibilities include: underwriting all types of credit account exposure, managing an assigned credit portfolio, successfully closing new business relationships and expanding existing relationships, managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Responsibilities include: underwriting all types of credit account exposure, managing an assigned credit portfolio, successfully closing new business relationships and expanding existing relationships, managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy. Industry/Sector Not Applicable Specialism General Tax Consulting Management Level Senior Manager Job Description & Summary At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy.
Responsibilities include: underwriting all types of credit account exposure, managing an assigned credit portfolio, successfully closing new business relationships and expanding existing relationships, managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Responsibilities include: underwriting all types of credit account exposure, managing an assigned credit portfolio, successfully closing new business relationships and expanding existing relationships, managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Directs credit department''s or junior officer''s analysis of applicant''s credit worthiness; makes decisions on loans at the highest lending limits.
li>Non-performing Loans -The Manager, NMTC will work under the direction of the Chief Credit Officer, Deputy Director of NMTC and Director of Asset Management and in collaboration with the Special Assets Manager in managing special attention or non-performing loans in their portfolio that include LIIF debt including but not limited to: conducting site inspections, appraisal reviews, borrower and project financial analyses; participating in developing loan restructuring strategies and alternatives; monitoring compliance with loan restructure agreements, and preparing monitoring reports and action plans. SKILLS REQUIRED:
The ideal candidate for this position will have these key qualifications:
- 2 or more years of experience in real estate-based lending and/or business lending, including borrower interaction/relationship building, credit analysis, due diligence, and loan documentation;
- Proficiency in analyzing financial statements of for-profit and nonprofit organizations and their real estate operations (in particular, multi-tenant commercial and community facilities occupied by a single tenant).
p>The Senior Manager partners closely with Sales, Customer Service, Legal, Operations, and Finance leadership to balance credit risk management, customer expectations and commercial priorities, ensuring that credit policies, collections strategies, and AR practices align with Masimo's financial objectives, compliance requirements, and growth plans. Job Summary:
The Senior Manager, Credit & Accounts Receivable leads Masimo's US credit risk management and accounts receivable (AR) operations to optimize cash flow, minimize financial risk, and support scalable business growth.
Partnering with Data Science, Engineering, and commercial teams, you will bring new solutions to market while enhancing existing products across Experian''s credit risk and decisioning ecosystem. Experian''s people first, inclusive and purpose driven culture is multi award-winning; World''s Best Workplaces 2025 (Fortune Global Top 25), Great Place To Work in 26 countries to name a few.
Santa Ana, CA30+ days ago
Ferguson, a Fortune 500 company, is proud to provide best-in-class products, service and capabilities across the following industries: Commercial/Mechanical, Facilities Supply, Fire and Fabrication, HVAC, Industrial, Residential Trade, Residential Building and Remodel, Waterworks and Residential Digital Commerce. This includes time in the warehouse, on the sales counter, riding with delivery drivers, shadowing operations, visiting and/or leading meetings with customer, and learning the technical aspect of the extension of trade credit.
California, CA26 days ago
What you will need to succeed: Ability to work well under pressure in a time sensitive, fast pace environment while responding appropriately, accurately and efficiently including monthly deadlines as assigned. Possess strong interpersonal and communication skills with the ability to articulate issues and solutions to both internal and external customers.
Costa Mesa, CA20 days ago
This role partners closely with Portfolio Management and Credit Strategy to translate account-level data into clear, actionable reporting-quantifying trends, monitoring key credit metrics, and evaluating the impact of strategy changes. Qualification / Requirements: Bachelor's degree and minimum of 2 years of experience in analytics or in lieu of a degree 8 years of experience in retail, business, or private label credit.
Costa Mesa, CA17 days ago
The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions. Utilizes firm best practices to implement process changes to rectify service issues, including, but not limited to, recommending changes to customer payment terms or developing billing schedules based on a client's cash flow.
Job Summary: AR/Credit Analyst contributes to the effective and efficient operations of Shimano's North American AR/Credit Department through on-time cash collections, cash posting, and deduction management. Essential Duties/Responsibilities: AR/Credit Collections: Focus on achieving and exceeding monthly collection KPI goals of 90% current and no more than 4% >30 days delinquent in addition to A level Scorecard results.
Torrance, California30+ days ago
p/>| Responsible for implementation of compliant Revenue Cycle procedures including verification of insurance eligibility and benefits, obtaining authorizations for care, billing and collection of patient revenues, and transmission of OASIS and HIS assessments. |
Core Additional Information |
| A minimum of two years experience working in the Business Office of a home health or hospice care provider with responsibility for billing, collections and health insurance eligibility and benefits verification. |
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