Corporate Tax Preparer (Anchorage)

Commercial Portfolio Manager – To $100K – Boulder, CO – Job # 3436 Who We Are The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves! We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you. The Position Our bank client is seeking to fill a Commercial Portfolio Manager role in the Boulder, CO area. This selected candidate will be responsible for independently managing a Commercial Loan portfolio. The candidate will manage, acquire, and deepen a portfolio of new and existing profitable lending relationships, with a greater emphasis on maintaining a larger lending portfolio of the Bank’s existing clients. This position includes a generous salary of up to $100K and a full benefits package. (This is not a remote position.) Commercial Portfolio Manager responsibilities include: Managing a portfolio of commercial clients including monitoring loan covenants and structuring loan proposals. Underwriting and originating of new credits from existing and/or new customers including renewals, modifications, and annual reviews. Making appropriate loan structure recommendations. Proactively looks to expand client base by cultivating referral relationships, and target marketing clients/prospects in accordance with the Bank’s marketing standards. Meeting and exceeding monthly performance scorecard goals that include but, are not limited to developing new profitable business relationships. Enhancing the cross-sell ratio through the expansion and deepening of client penetration as well as job-related behaviors. Highly involved in indirect and direct sales calls as well as representing the Bank in various industry-specific trade organizations that promote the Bank’s loan growth within the desired industries. Preparing spreads, performing covenant checks, completing loan reviews, updating ticklers, and populating FDM (electronic document storage system) within a reasonable timeframe upon receipt of financial information and/or other requested documentation. Spreading, analyzing, and reviewing financial conditions, income sources, and collateral coverage of borrowers including corporations, partnerships, sole proprietors, and individuals. Collecting updated borrower financial information in accordance with periodic reporting requirements and completing scheduled loan reviews. Preparing loan presentation write-ups for management and loan committee approvals. Ensuring that loans and other assets are appropriate, and timely risk rated in accordance with the Bank’s loan policy. Who Are You? You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future. You also bring the following skills and experience: Bachelor’s degree is preferred, or equivalent business experience is preferred. Four or more years of banking experience with an emphasis on relationship management and commercial lending. Strong background in prospecting for new clients and a demonstrated track record in business development. Strong organizational, time management skills, and leadership qualities. Working knowledge of financial analysis and accounting theory, and the ability to write clearly, logically, and analytically. Excellent written and oral communication skills. Ability to be a self-starter and demonstrate a strong level of initiative and commitment with a minimum level of supervision. Ability to understand accounting, including financial statement spreads, cash flows, and credit analysis. Ability to define problems, proactively identify and articulate risks, collect data, establish facts, and draw valid conclusions. The next step is yours. Email us your current resume along with the position you are considering to: resumes@symicorgroup.com

Are you fluent in Spanish & English and have experience in automotive finance or used car sales? We’re looking for a proven professional to help customers get approved and into the car they want. 📌 Location: Corona, NY 💼 Experience Required: 2+ Years in Auto Finance or Used Car Sales 📊 Must be able to prove your performance history 🧾 Familiar with prime & subprime lending 💬 Excellent communication skills – bilingual a MUST 🔥 We Offer: 💰 Base Pay + Commission 🚀 Growth Opportunities 🤝 Supportive team atmosphere 📧 Send your resume to: fivestarautogroup12@gmail.com 📞 Call or text for more info: 718-335-1555 📍 Five Star Auto Group Inc. – 9907 Roosevelt Ave, Corona, NY 11368

Sr. Trust Officer – To $150K - Chicago, IL – Job # 3403b Who We Are The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves! We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you. The Position Our bank client is seeking to fill a Sr. Trust Officer role in the Chicago, IL  area. The position is responsible for managing multimillion-dollar trust portfolios; primarily established by Municipalities throughout New Jersey.   Wealth Management Administrator will be responsible for handling fiduciary account administration, and functions for individual and corporate client accounts, to ensure compliance to applicable laws, regulations, policies, practices and procedures.   The position offers a generous salary of up to $150K and a full benefits package.  (This is not a remote position). Sr. Trust Officer responsibilities include: Demonstrate strong technical knowledge of trust and estate law, gift, irrevocable life insurance trust, IRA accounts, and all ERISA regulations and standards for retirement planning.  Assess client estate and tax planning needs, from a legal and business perspective to effectively guide clients and their advisors to meet client and bank interests and objectives.  Maintain sound client relationships by managing administrative and fiduciary functions in all individual accounts, and follow all applicable state and federal banking rules and regulations. Engage with clients regularly, providing excellent customer service on tax investments, and general information on estate planning. Review Trust documents, providing a summary of Trust powers and any potential areas of concern.   Act as liaison with client attorneys, tax accountants and other professionals to ensure best outcome for client accounts. Align closely with investment and financial & estate planning experts to design comprehensive financial strategies and solutions to help clients achieve long term goals. Identify concerns and/or potential problems with clients’ accounts and address with Chief Trust Officer and CEO.  As appropriate make recommendations to resolve discrepancies. Implement and follow through on plans as needed, upon determination of assets allocation decisions.   Actively participate in investment, administration and payment review committees for Trust accounts. Who Are You? You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future. You also bring the following skills and experience: A bachelor’s degree in finance or a related field is required. MBA  desired. Five years’ of trust and/or estate management and administration experience. Experience with Fiduciary Income Tax and Estate Administration preferred. Expert knowledge of financial planning software including Excel, Power Point and cash flow analysis programs. Ability to effectively develop action plans for clients with recommendations for additional products and services to support long term needs and goals.   Expert knowledge of federal, state and local banking regulations; as well as IRS laws and regulations. Proven project management and strategic planning skills.   Ability to effectively communicate with bank Board of Directors and regulatory authorities, clients and client advocates (legal, financial and tax professionals).  Proficient presentation skills and comfortable presenting to diverse audience.   The next step is yours. Email us your current resume along with the position you are considering to: resumes@symicorgroup.com

Growing construction company based in Long Island City is seeking a highly organized and detail-oriented Part-Time Bookkeeper & Financial Coordinator. We specialize in commercial interior build-outs for fitness, retail, and office spaces across NYC. This is a hands-on role working directly with the company President and has the potential to grow into a full-time position. Responsibilities: -Bookkeeping using QuickBooks -Track costs and categorize expenses per project -Reconcile credit card and bank statements -Generate client invoices and track receivables -Collect and manage COIs from subcontractors and vendors -Assist with annual insurance audits —Track tasks assigned by the President and follow up with internal team members -Provide general administrative support and maintain clean digital files Qualifications: -3+ years bookkeeping or financial admin experience (construction preferred) -Strong QuickBooks and Excel skills -Comfortable tracking project-level budgets and job costs -Highly organized, reliable, and able to follow through -Experience with COI tracking and insurance audits is a plus -Familiarity with AIA billing or Procore is a bonus Details: Location: Long Island City, Queens Hours: ~20 hrs/week to start Compensation: Based on experience Potential: Growth into a full-time operations/financial role. To Apply: Please reply with your resume, hourly rate expectation, and a brief note about your experience with project cost tracking or working in construction.

You will play a key leadership role across multi-disciplinary teams, guiding them through complex consulting engagements and be responsible for creating and positioning strategic change agendas within largest accounts across the C-suite, spanning the intersection between complex Business and IT customer solutions, transformations that impact across the entire customer Eco-system. As a Client Engagement Partner, you will have a pivotal role in driving profitable growth, leveraging our comprehensive capabilities to build strong client relationships, and leading your team to success. This role demands a strong presence, industry expertise, and the ability to cultivate relationships with CXO-level clients. Your leadership will be critical in fostering talent development and innovation within the organization. This role will also be leading the overall client engagement and delivering high quality client work alongside senior client stakeholders. Working in a transaction environment which may be pre or post deal, planning post deal implementation, and ultimately supporting execution. Partners will be focused on financial impact, utilization and contribution, client impact and leadership. Requirements You’re good at what you do and possess the required experience to prove it. However, equally as important – you have a growth mindset; keen to drive your own personal and professional development. You are customer-focused – someone who prioritizes customer success in their work. And finally, you’re open and borderless – naturally inclusive in how you work with others. Required Skills and Experience Deep Banking industry experience Deep Data and AI Knowledge Extensive experience in client engagement and relationship management at the CXO level Demonstrable ability to build and commercialize relationships with senior executives Proven track record of leading and executing complex projects with multi-disciplinary teams in a consulting, corporate or public sector environment Effective financial acumen with experience in driving revenue growth and managing margins Experience of managing or supporting high-value business development activities with senior stakeholders Deep understanding of industry trends and technology Sound personal brand and presence in the industry Demonstrated ability to innovate and drive change Benefits The compensation range for the position in the U.S. is $151,560 to $272,760 based on a full-time schedule. Your actual compensation may vary depending on your geography, job-related skills and experience.  For part time roles, the compensation will be adjusted appropriately. The pay or salary range will not be below any applicable state, city or local minimum wage requirement.          There is a different applicable compensation range for the following work locations:   California:               $166,680 to $327,240                                                                                 Colorado:                $151,560 to $272,760                                                                                 New York City:     $181,800 to $327,240                                                                                 Washington:          $166,680 to $300,120                                                                                 Washington DC: $166,680 to $300,120                                                                                 This position will be eligible for discretionary annual bonus program.

We could learn from each other. We could share our strategies with each other. I am looking for someone who knows how to day trade and would like trade with me. I have experience day trading. I am trying to implement a very good strategy but it is difficult. So far I am not successful with my strategy when doing simulated trading. If you don’t want to trade together that is okay. I know my strategy can be effective if done properly. I can explain my strategy to you. You could explain your strategy to me and I could try it. Please email me your phone number and/or your email address through Craigslist and I will get back to you. I look forward to sharing and learning from each other.