Archive for the 'Banking' Category

September 21, 2008. by mytrellis

Responsibilities:

• Responsible for the timely and accurate preparation of the federal consolidated tax return and state and local returns, set targets for the completion of returns, advance planning of Sch. M adjustments, review each companies’ tax returns for completeness, ensure that all documentation is included in the file to support the tax filings, ensure that the returns are complete with all attachments and that proper disclosures are included with the return filings
• Manage tax estimates and extensions, set targets for the timely preparation, review quarterly estimates of each company, review foreign tax credit calculation, present tax calculations to management, approve all tax payments, and ensure that all payments are recorded to proper accounts
• Process technical knowledge and proficiency of FAS 109, FIN 48, APB 28, etc.
• Manage the monthly close process, sign-off on the tax provision calculation for each US company, review appropriate tax rates, etc.
• Manage the quarterly close process, review and sign-off on deferred tax entries prepared by the accounting group, review tax reserves, evaluate valuation allowance requirements, review/sign-off on tax information provided to head office.
• Manage the year-end process, meet with outside auditors to provide necessary documentation for tax provisions, tax reserves, deferred taxes, etc., interface with SOX auditors
• Manage the information reporting process, respond to questions on compliance with W-8/W-9 documentation rules, meet with departments for completeness of information used in preparing Forms 1099, 1042S and 1042’s, etc.

Qualifications:

• Strong organizational skills and leadership skills
• Strong knowledge of federal consolidated tax return rules and state compliance
• Strong oral, written communication, interpersonal skills
• Ability to manage a professional tax staff
• Strong team player

Education/Experience:

1. BS in accounting or finance
2. 5-10 years of tax experience with a banking/brokerage institution or accounting firm, foreign bank tax experience desirable
3. Preferably two of the following designations-CPA, MST, LLM

Job Location/Compensation:
- New York City
- Market base plus incentives depending on work experience and other qualifications.

Online application available, click here.

Filed under: Accounting, Banking, NYC, Trellis Associates.

September 15, 2008. by tnickel@strategicworkforce.com

NY retail bank is seeking individuals for promotional customer service work at their branch in Brooklyn.  Responsibilities for the position include greeting customers and assisting them with accounts/application processes.  Candidates must be able to speak Hebrew.  Additionally, must be   able to demonstrate energy and attention to detail.

Online application available, click here.

Filed under: Administrative, Banking, Brooklyn, Call Center, Customer Service, Hebrew Speaking, Marketing, Your Company Here.

June 19, 2008. by mb

International Bank located in midtown Manhattan is seeking a Deputy Auditor to perform audits inclusive of Capital Market Products and risk management.  This person will evaluate the effectiveness and efficiency of the internal controls and ensure compliance with regulatory guidelines.

Day to day responsibilities include but are not limited to:

1. Manage and conduct operational audits (inclusive of Risk Management with an emphasis on Treasury Market Risk, Treasury function and of Capital Market Products).
2. Assist in the development and implementation of audit plan, scheduling and budgeting.
3. Review of operations with an emphasis on internal controls, operating efficiencies and compliance with policies.
4. Evaluate the business operation and develop relevant, cost saving, control and process improvement ideas to assist the organization in meeting its goals (i.e., value-add).
5. Manage the execution of multiple, simultaneous audits.
6. Provide support to audit team in evaluating business operations and risk assessments.
7. Review audit work papers and oversee the development of audit issues, adequacy of support, completeness of working papers and performance relating to project budget.
8. Review/Prepare audit reports and oversee their issuance.  Discuss with client management and incorporate management response.
9. Provide assistance when required to assure efficiency in all of audit’s operations, processes and procedures.
10. Review & modify audit programs as necessary.

Read More…

Filed under: Banking, Financial, Hebrew Speaking, NYC.

June 19, 2008. by mb

Bank Leumi USA, operating in the U.S. for more than fifty years, is an FDIC-insured full-service commercial bank that provides financial services to middle- and upper-middle market firms, international businesses, and not-for-profit organizations through offices in New York, Illinois, California, Florida and an offshore office in the Cayman Islands.
Bank Leumi USA offers U.S. and international private banking services, as well as a full range of securities and insurance products through its brokerage subsidiary, Leumi Investment Services Inc.
Bank Leumi USA is the largest subsidiary of the Leumi Group, Israel’s leading banking group, founded in 1902. Bank Leumi le-Israel B.M. is recognized as a significant force in international finance. The Leumi Group serves clients around the world through more than 300 branches and offices in Israel, major world financial centers in 21 countries and a broad network of correspondent banks.

JOIN OUR TEAM!

Bank Leumi USA is seeking a bilingual (Hebrew/English) Jr. Commercial Lender/Analyst to work in the Bank’s International Lending Department. Successful candidate will make and service a variety of commercial loans; assist senior officers in handling larger and more complicated loans and provide other customer services as may be required.

Read More…

Filed under: Banking, Hebrew Speaking, NYC.

May 28, 2008. by Bluestone

A Manhattan based boutique commercial real estate firm is aggressively seeking to train in ambitious and motivated individuals as brokers. We are looking to take advantage of the current market conditions. Attractive draw available.

Contact Lisa Butler at: lbutler@bluestonegrp.com

Filed under: Banking, Commission Only, Financial, Full Time, Management, Mortgage, NYC, Real Estate, Sales.

February 17, 2008. by nyjobs

Major International Bank located in midtown Manhattan is seeking a Junior Lender and Business Analyst to liaison with customers. This position will examine/analyze financial reports and accounting records to determine the financial  condition of companies and prepare  reports related to business activities and compliance. In addition, will generate monthly and quarterly reports, review financial statements for compliance and credit requirements.

 Responsibilities include but are not limited to:

 -  Assist in the processing of daily work related to credit and lending facilities, compliance, and documentations for new loans. 

-  Perform financial analysis of potential and existing borrowers for departmental evaluation purposes.

-  Oversee proper filing and updating of quarterly compliance reports.

-  Under direction of Loan Officer, process and review financial statements, forward to Credit Department and update compliance information.  

-  Prepare correspondence to customers and support marketing activities.  

-  Interact with Head Office concerning credit matters.

-  Communicate with the consulate to identify prospective customers and conduct research.-  Review loan documentation for accuracy and compliance with credit approvals

-  Perform other duties, as assigned, which fall within scope of responsibility.

 The ideal candidate should have 2-3 years of relevant work experience. We will also consider a bright, self-starter with excellent analytical, communication and computer skills for an entry-level position. Bachelors Degree in Accounting or Finance; MBA a plus. Proficient in MS office. Bilingual English/Hebrew speaking, reading and writing fluency is a must. Strong analytical and customer service skills are required.

Please e-mail your resume with salary requirements to hrbhny@hapoalimusa.com or fax to (212) 782-2102.

An equal Opportunity Employer

Filed under: Accounting, Banking, Hebrew Speaking.

February 1, 2008. by nyjobs

Assistant Head Teller

De Novo Branches of expanding NYC bank opening in Brooklyn.. 1 in Flatbush/Midwood, 1 in Boro Park. Seeking 2  Assistant Head Tellers with responsibility for providing supervisory and Teller expertise. Hebrew a plus but not required

Please refer to job code 6003 when responding to this ad.
Location: New York, NY
Pay Rate: competitive
Job Terms: full time
Company: Adams Consulting Group, LLC/ACG Resource
Phone: 212-566-7600
Fax: 212-566-7877

Filed under: Banking, Brooklyn, Hebrew Speaking.