30 Real Estate jobs in Delray Beach
Assurance Manager - Real Estate
Posted 1 day ago
Job Viewed
Job Description
At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals.
We are seeking an AssuranceManager to join the Real Estate Assurancepractice, able to sit in a number of our offices. We are seeking someone who thrives in a growing environment and providing clients with exceptional services.
What it Means to Work for EisnerAmper:You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry
You will have the flexibility to manage your days in support of our commitment to work/life balance
You will join a culture that has received multiple top "Places to Work" awards
We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions
We understand that embracing our differences is what unites us as a team and strengthens our foundation
Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work
Collaborate to plan audit objectives and determine an audit strategy
Lead multiple audit engagements and competing priorities
Review and examine, and analyze accounting records, financial statements, and other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards
Maintain active communication with clients to manage expectations, ensure satisfaction, and lead change efforts effectively
Understand and manage firm risk on audits and proposals
Supervise, train and mentor staff during engagement
Assess performance of staff for engagement evaluations
Bachelor's degree in Accounting or equivalent field
5+ years of progressive audit and/or assurance experience
CPA
Experience with real estate clients
Master's degree in Accounting or equivalent field
1+ year of supervisory experience
EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law
About Our AssuranceTeam:In the EisnerAmper AssuranceGroup, we're transforming the traditional reputation of auditing. By operating on the core tenets of profound trust, professional integrity, and consistent results, we strive to create lasting partnerships with our clients based on solutions rather than simply identifying issues in their financial statements.
To stay up to date with evolving industry processes and regulations, we place a heavy emphasis on continued education and the consistent adoption of new technologies. This enables us to effectively innovate, grow as individuals, and provide faster, more accurate solutions and due diligence for our partners.
Acting as a trusted third party to our clients, we provide solutions that create assurance and peace of mind. Because we understand trust comes with time, we define success by the relationships we create and foster. We act as a trusted business advisor every step of the way, from a client's first financial report to their close of business.
About EisnerAmper:EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow.
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. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients.
Should you need any accommodations to complete this application please email:
For Minnesota, the expected salary range for this position is between $112,000 - $121,000 USD Annual. The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law.
#LI-MC1
#LI-Hybrid
Preferred Location: New YorkFor NYC and California, the expected salary range for this position is between
85000and
15000The range for the position in other geographies may vary based on market differences.The actual compensation will be determined based on experience and other factors permitted by law.
Assurance Manager - Real Estate
Posted 1 day ago
Job Viewed
Job Description
At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals.
We are seeking an AssuranceManager to join the Real Estate Assurancepractice, able to sit in a number of our offices. We are seeking someone who thrives in a growing environment and providing clients with exceptional services.
What it Means to Work for EisnerAmper:You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry
You will have the flexibility to manage your days in support of our commitment to work/life balance
You will join a culture that has received multiple top "Places to Work" awards
We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions
We understand that embracing our differences is what unites us as a team and strengthens our foundation
Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work
Collaborate to plan audit objectives and determine an audit strategy
Lead multiple audit engagements and competing priorities
Review and examine, and analyze accounting records, financial statements, and other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards
Maintain active communication with clients to manage expectations, ensure satisfaction, and lead change efforts effectively
Understand and manage firm risk on audits and proposals
Supervise, train and mentor staff during engagement
Assess performance of staff for engagement evaluations
Bachelor's degree in Accounting or equivalent field
5+ years of progressive audit and/or assurance experience
CPA
Experience with real estate clients
Master's degree in Accounting or equivalent field
1+ year of supervisory experience
EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law
About Our AssuranceTeam:In the EisnerAmper AssuranceGroup, we're transforming the traditional reputation of auditing. By operating on the core tenets of profound trust, professional integrity, and consistent results, we strive to create lasting partnerships with our clients based on solutions rather than simply identifying issues in their financial statements.
To stay up to date with evolving industry processes and regulations, we place a heavy emphasis on continued education and the consistent adoption of new technologies. This enables us to effectively innovate, grow as individuals, and provide faster, more accurate solutions and due diligence for our partners.
Acting as a trusted third party to our clients, we provide solutions that create assurance and peace of mind. Because we understand trust comes with time, we define success by the relationships we create and foster. We act as a trusted business advisor every step of the way, from a client's first financial report to their close of business.
About EisnerAmper:EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow.
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. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients.
Should you need any accommodations to complete this application please email:
For Minnesota, the expected salary range for this position is between $112,000 - $121,000 USD Annual. The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law.
#LI-MC1
#LI-Hybrid
Preferred Location: New YorkFor NYC and California, the expected salary range for this position is between
85000and
15000The range for the position in other geographies may vary based on market differences.The actual compensation will be determined based on experience and other factors permitted by law.
Accountant - Financial Analyst - Real Estate - FT - Days - MHS
Posted today
Job Viewed
Job Description
Hollywood, Florida
At Memorial, we are dedicated to improving the health, well-being and, most of all, quality of life for the people entrusted to our care. An unwavering commitment to our service vision is what makes the difference. It is the foundation of The Memorial Experience.
Summary:
Coordinate general ledger production and financial reporting to support management in strategic financial and operational decision-making.
Post cash receipts and manage the accounts receivable subledger, ensuring accurate and timely entries in the general ledger.
Assist with the month-end close process, including preparation of journal entries and account reconciliations.
Support ad hoc portfolio billing and reconciliation tasks as needed.
Compile and post physical inventory adjustments to maintain accurate inventory tracking.
High-level proficiency in Microsoft Excel preferred
Responsibilities:
Performs statistical, cost, and financial analysis of data extracted from various internal and external sources. Prepares reports based on findings.Assist with requests for audit and compliance initiatives, preparation of financial statements and footnotes, documentation of processes and internal controls, and investigations of material variances.Performs special projects and duties as assigned.Performs month-end close procedures, including the communication and coordination with internal customers, preparation, and recording of financial and statistical journal entries, completion of balance sheet reconciliations, and review of various financial reports.
Competencies:
ACCOUNTABILITY, ACCOUNTING - FINANCIAL STATEMENTS, ACCOUNTING - JOURNAL ENTRIES, BUDGET PREPERATION, CUSTOMER SERVICE, FINANCIAL ANALYSIS, RESPONDING TO CHANGE, STANDARDS OF BEHAVIOR
Education and Certification Requirements:
Bachelors (Required)
Additional Job Information:
Complexity of Work: Requires critical thinking skills, effective communication skills, decisive judgment, and the ability to work with minimal supervision. Must be able to work in a stressful environment and take appropriate action. Requires the ability to process and understand complex mathematical information.
Required Work Experience: Six (6) months working in accounting, finance, or a related field. Alternatively, one (1) year experience in a high-paced office setting.
Other Information: Additional Education Info: Bachelor's degree in Accounting, Finance, or in a job related field.
Working Conditions and Physical Requirements:
- Bending and Stooping = 0%
- Climbing = 0%
- Keyboard Entry = 80%
- Kneeling = 0%
- Lifting/Carrying Patients 35 Pounds or Greater = 0%
- Lifting or Carrying 0 - 25 lbs Non-Patient = 40%
- Lifting or Carrying 2501 lbs - 75 lbs Non-Patient = 0%
- Lifting or Carrying > 75 lbs Non-Patient = 0%
- Pushing or Pulling 0 - 25 lbs Non-Patient = 60%
- Pushing or Pulling 26 - 75 lbs Non-Patient = 0%
- Pushing or Pulling > 75 lbs Non-Patient = 0%
- Reaching = 40%
- Repetitive Movement Foot/Leg = 0%
- Repetitive Movement Hand/Arm = 60%
- Running = 0%
- Sitting = 60%
- Squatting = 0%
- Standing = 60%
- Walking = 60%
- Audible Speech = 60%
- Hearing Acuity = 60%
- Smelling Acuity = 0%
- Taste Discrimination = 0%
- Depth Perception = 60%
- Distinguish Color = 60%
- Seeing - Far = 60%
- Seeing - Near = 60%
- Bio hazardous Waste = 0%
- Biological Hazards - Respiratory = 0%
- Biological Hazards - Skin or Ingestion = 0%
- Blood and/or Bodily Fluids = 0%
- Communicable Diseases and/or Pathogens = 0%
- Asbestos = 0%
- Cytotoxic Chemicals = 0%
- Dust = 0%
- Gas/Vapors/Fumes = 0%
- Hazardous Chemicals = 0%
- Hazardous Medication = 0%
- Latex = 0%
- Computer Monitor = 80%
- Domestic Animals = 0%
- Extreme Heat/Cold = 0%
- Fire Risk = 0%
- Hazardous Noise = 0%
- Heating Devices = 0%
- Hypoxia = 0%
- Laser/High Intensity Lights = 0%
- Magnetic Fields = 0%
- Moving Mechanical Parts = 0%
- Needles/Sharp Objects = 0%
- Potential Electric Shock = 0%
- Potential for Physical Assault = 0%
- Radiation = 0%
- Sudden Decompression During Flights = 0%
- Unprotected Heights = 0%
- Wet or Slippery Surfaces = 0%
Shift:
Days
Disclaimer: This job description is not intended, nor should it be construed to be an exhaustive list of all responsibilities, skills, efforts or working conditions associated with the job. It is intended to indicate the general nature and level of work performed by employees within this classification.
Wages shown on independent job boards reflect market averages, not specific to any employer. We encourage candidates to talk to their Memorial Healthcare System recruiter to discuss actual pay rates, during the hiring process.
Memorial Healthcare System is proud to be an equal opportunity employer committed to workplace diversity.
Memorial Healthcare System recruits, hires and promotes qualified candidates for employment opportunities without regard to race, color, age, religion, gender, gender identity or expression, sexual orientation, national origin, veteran status, disability, genetic information, or any factor prohibited by law.
We are proud to offer Veteran's Preference to former military, reservists and military spouses (including widows and widowers). You must indicate your status on your application to take advantage of this program.
Employment is subject to post offer, pre-placement assessment, including drug testing.
If you need reasonable accommodation during the application process, please call (M-F, 8am-5pm) or email
Senior Real Estate Asset Manager - Senior Fiduciary Specialty Asset Manager
Posted today
Job Viewed
Job Description
Lead or participate in management of a moderately complex portfolio of real estate assets within wealth client management. Assess risk and ensure compliance with banking regulations related to on going asset review reporting activities. Research and Asset Manager, Manager, Real Estate, Senior, Estate, Project Management, Technology
Corporate & Institutional Banking (C&IB) Development Program Analyst/Associate - PNC Real Estate
Posted today
Job Viewed
Job Description
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Development Program Analyst within PNC's Real Estate Banking organization, you will be based within the PNC footprint.
**Job Description**
By joining one of PNC's Development Programs, you can explore your potential through hands-on experience in a professional environment. This is an excellent opportunity to begin exploring your career goals, in addition to growing your skills in key areas. The goal of PNC's Development Programs is to move analysts and associates from development roles into production roles in one of PNC's lines of business.
PNC is one of the largest U.S. banks with $562 billion in assets and $21 billion in deposits. PNC has approximately 56,000 employees across the United States and abroad; approximately 2,300 branches; and approximately 60,000 PNC and Partner ATMs Coast to Coast.
Real Estate Banking is a department within the PNC Real Estate. PNC Real Estate, a part of PNC's Corporate & Institutional Banking (C&IB) Division, has a national presence with approximately 1,000 employees in 40 cities.
PNC Real Estate Banking is a leading provider of capital and financial services for public and private commercial real estate owners, developers, and investors across the U.S. Our capabilities include acquisition, construction, and permanent financing for all property types for developers and investors as well as traditional banking services such as cash management, interest rate risk management, capital markets solutions, foreign exchange, personal wealth management and institutional investments.
All analysts hired into Real Estate Banking will be a part of the C&IB Development Program. In addition to structured training within the line of business, this program includes enterprise-wide and C&IB-specific classroom training that is both soft-skill and technical.
Career paths after the program include but are not limited to Relationship Management and Underwriting roles. PNC Real Estate Banking Relationship Managers focus on growing and maintaining client relationships with commercial real estate companies. PNC Real Estate Banking Underwriters focus primarily on production and portfolio underwriting functions related to the current portfolio and new business opportunities.
Incoming analysts are initially hired into and train for up to 24 months in one of our PNC Real Estate markets including, but not limited to: Atlanta, GA; Boca Raton, FL; Boston, MA; Chicago, IL; Cincinnati, OH; Cleveland, OH; Dallas, TX; Denver, CO; East Brunswick, NJ; Los Angeles, CA; Irvine, CA; New York, NY; ; Philadelphia, PA; San Francisco, CA; or Washington, DC.
Placement after the training portion of the program could be throughout the United States, including but not limited to the training markets previously listed.
Learn more about PNC's Development Programs by visiting .
**Job Profile** :
Participates as an analyst/associate in the line of business development program.
+ Performs or assists the core activities of the group by applying knowledge learned to drive business results (e.g., deal, sales, process support, internal or external customer interaction, or supporting internal projects). Works under supervision and may have limited approval and/or exception authority.
+ Participates in social learning within the organization (e.g.,identifies and networks with business representatives and peers, participates in mentoring, job shadowing and community outreach).
+ Participates in formal learning (e.g., classroom, web-based or virtual) and completes related activities and projects.
+ Supports the internal and external customer experience by providing excellent service at all times; takes accountability and ensures problem resolution.
**Required Education and Experience** :
+ Preferred business relevant majors (e.g., Finance, Accounting, IT, Economics, Marketing, Math, Statistics, HR, Management, Communications, Business Law, Psychology, Logistics, Engineering, Computer Science, Actuarial Sciences).
+ Minimum GPA 3.0.
+ Roles at this level are filled by recent university / college graduates with little or no professional experience butpossessing relevant skills. Includes individuals joining the organization through a corporate development/training program.
PNC provides equal opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
**Job Description:**
+ Participates as an analyst/associate in the line of business development program.
+ Performs or assists the core activities of the group by applying knowledge learned to drive business results (e.g. deal, sales, or process support, internal or external customer interaction, or supporting internal projects). Works under supervision and may have limited approval and/or exception authority.
+ Participates in social learning within the organization (e.g. identifies and networks with business representatives and peers, participates in mentoring, job shadowing and community outreach)
+ Participates in formal learning (e.g. classroom, web-based, or virtual) and completes related activities and projects.
+ Supports the internal and external customer experience by providing excellent service at all times; takes accountability and ensures problem resolution.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
+ **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
+ **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
To learn more about this opportunity, please watch this video ( .
**Qualifications**
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
**Competencies**
Accuracy and Attention to Detail, Analytical Thinking, Business Acumen, Effective Communications, Flexibility and Adaptability, Information Capture, Products and Services, Project Management, Self-Directed Growth and Development
**Work Experience**
Roles at this level are filled by recent university / college graduates with little or no professional experience, but possessing relevant skills. Includes individuals joining the organization through a Corporate development/ training program. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
**Education**
Bachelors
**Certifications**
No Required Certification(s)
**Licenses**
No Required License(s)
**Pay Transparency**
Base Salary: 39,100.00 - 126,500.00
Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.
**Application Window**
Generally, this opening is expected to be posted for two business days from 07/29/2025, although it may be longer with business discretion.
**Benefits**
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards ( .
**Disability Accommodations Statement**
If an accommodation is required to participate in the application process, please contact us via email at . Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
**Equal Employment Opportunity (EEO)**
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
**California Residents**
Refer to the California Consumer Privacy Act Privacy Notice ( to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
Senior Real Estate Asset Manager - Senior Fiduciary Specialty Asset Manager
Posted 1 day ago
Job Viewed
Job Description
Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.
About this role:
Wells Fargo is seeking a Senior Fiduciary Specialty Asset Manage to support Real Estate Asset Management Services within its Wealth & Investment Management division. Learn more about the career areas and lines of business at wellsfargojobs.com ( .
Wealth & Investment Management, or WIM, is one of the United States' leading providers of financial and investment services. WIM provides a full range of personalized wealth management, investment, planning, and retirement products and services to meet clients' unique needs and to help them achieve financial goals. Our mission is to help clients pursue their financial goals with confidence.
WIM is also a leading provider of trust and fiduciary services, including a number of specialized wealth services designed to meet the diverse needs of high-net-worth clients. These specialized fiduciary services include Real Estate Asset Management Services.
**In this role, you will:**
+ Lead or participate in management of a moderately complex portfolio of real estate assets within wealth client management.
+ Assess risk and ensure compliance with banking regulations related to on going asset review reporting activities
+ Research and perform moderately complex tasks such as selling assets, buying assets, negotiating leases, supervising renovations, inspecting assets, asset reporting, and arranging appraisals as necessary
+ Resolve valuation methodologies and models to derive and support pricing estimates and lead team to meet wealth client management deliverables while leveraging solid understanding of banking regulations, fiduciary standards and Wells Fargo investment policy
+ Collaborate and consult with business executives, attorneys, certified public accountants, Wells Fargo internal professionals, customers and vendors to communicate recommendations, decisions and concepts derived from research
**Required Qualifications:**
+ 4+ years of Fiduciary Specialty Asset Products experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education **Desired Qualifications:**
+ Experience with wealth management and asset management
+ Advanced commercial real estate industry experience
+ Strong computer modeling skills including robust Excel and Argus capabilities
+ Certified Commercial Investment Member (CCIM)
+ Certified Property Manager (CPM)
+ Relationship management and asset management (and/or property management) experience in an environment serving private, high net worth clients (not institutional).
+ Proven ability to manage real estate assets in a consultative fashion for clients and professionally executing acquisitions, dispositions, leasing, and/or project management assignments for various property types and other complex assignments
+ Demonstrated ability to develop and enhance client relationships leading to increased revenue
+ Sound judgment, problem solving, and risk assessment in the application of analytical conclusions and management recommendations
+ Proven ability to build and maintain relationships and work effectively in a team environment
+ Intermediate MS Office applications (Word, Excel, Outlook and PowerPoint)
+ Knowledge and financial modeling
+ Knowledge of estate planning
+ Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
+ Strong verbal, written, and interpersonal communication skills
+ Strong organizational, multi tasking, and prioritizing skills
+ Ability to quickly learn and develop advanced level use of software systems utilized by Trust and Real Estate Asset Management Services
**Job Expectations:**
+ Ability to travel up to 20% of the time
+ Ability to work in a hybrid environment which you will be required to work at least 3 days in the office and 2 days remote.
**Posting End Date:**
7 Aug 2025
**_*Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo ( .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy ( to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-475396
Senior Real Estate Asset Manager - Senior Fiduciary Specialty Asset Manager
Posted 1 day ago
Job Viewed
Job Description
Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.
About this role:
Wells Fargo is seeking a Senior Fiduciary Specialty Asset Manage to support Real Estate Asset Management Services within its Wealth & Investment Management division. Learn more about the career areas and lines of business at wellsfargojobs.com ( .
Wealth & Investment Management, or WIM, is one of the United States' leading providers of financial and investment services. WIM provides a full range of personalized wealth management, investment, planning, and retirement products and services to meet clients' unique needs and to help them achieve financial goals. Our mission is to help clients pursue their financial goals with confidence.
WIM is also a leading provider of trust and fiduciary services, including a number of specialized wealth services designed to meet the diverse needs of high-net-worth clients. These specialized fiduciary services include Real Estate Asset Management Services.
**In this role, you will:**
+ Lead or participate in management of a moderately complex portfolio of real estate assets within wealth client management.
+ Assess risk and ensure compliance with banking regulations related to on going asset review reporting activities
+ Research and perform moderately complex tasks such as selling assets, buying assets, negotiating leases, supervising renovations, inspecting assets, asset reporting, and arranging appraisals as necessary
+ Resolve valuation methodologies and models to derive and support pricing estimates and lead team to meet wealth client management deliverables while leveraging solid understanding of banking regulations, fiduciary standards and Wells Fargo investment policy
+ Collaborate and consult with business executives, attorneys, certified public accountants, Wells Fargo internal professionals, customers and vendors to communicate recommendations, decisions and concepts derived from research
**Required Qualifications:**
+ 4+ years of Fiduciary Specialty Asset Products experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education **Desired Qualifications:**
+ Experience with wealth management and asset management
+ Advanced commercial real estate industry experience
+ Strong computer modeling skills including robust Excel and Argus capabilities
+ Certified Commercial Investment Member (CCIM)
+ Certified Property Manager (CPM)
+ Relationship management and asset management (and/or property management) experience in an environment serving private, high net worth clients (not institutional).
+ Proven ability to manage real estate assets in a consultative fashion for clients and professionally executing acquisitions, dispositions, leasing, and/or project management assignments for various property types and other complex assignments
+ Demonstrated ability to develop and enhance client relationships leading to increased revenue
+ Sound judgment, problem solving, and risk assessment in the application of analytical conclusions and management recommendations
+ Proven ability to build and maintain relationships and work effectively in a team environment
+ Intermediate MS Office applications (Word, Excel, Outlook and PowerPoint)
+ Knowledge and financial modeling
+ Knowledge of estate planning
+ Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
+ Strong verbal, written, and interpersonal communication skills
+ Strong organizational, multi tasking, and prioritizing skills
+ Ability to quickly learn and develop advanced level use of software systems utilized by Trust and Real Estate Asset Management Services
**Job Expectations:**
+ Ability to travel up to 20% of the time
+ Ability to work in a hybrid environment which you will be required to work at least 3 days in the office and 2 days remote.
**Posting End Date:**
7 Aug 2025
**_*Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo ( .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy ( to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-475396
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Senior Real Estate Asset Manager - Senior Fiduciary Specialty Asset Manager
Posted 1 day ago
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Job Description
Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.
About this role:
Wells Fargo is seeking a Senior Fiduciary Specialty Asset Manage to support Real Estate Asset Management Services within its Wealth & Investment Management division. Learn more about the career areas and lines of business at wellsfargojobs.com ( .
Wealth & Investment Management, or WIM, is one of the United States' leading providers of financial and investment services. WIM provides a full range of personalized wealth management, investment, planning, and retirement products and services to meet clients' unique needs and to help them achieve financial goals. Our mission is to help clients pursue their financial goals with confidence.
WIM is also a leading provider of trust and fiduciary services, including a number of specialized wealth services designed to meet the diverse needs of high-net-worth clients. These specialized fiduciary services include Real Estate Asset Management Services.
**In this role, you will:**
+ Lead or participate in management of a moderately complex portfolio of real estate assets within wealth client management.
+ Assess risk and ensure compliance with banking regulations related to on going asset review reporting activities
+ Research and perform moderately complex tasks such as selling assets, buying assets, negotiating leases, supervising renovations, inspecting assets, asset reporting, and arranging appraisals as necessary
+ Resolve valuation methodologies and models to derive and support pricing estimates and lead team to meet wealth client management deliverables while leveraging solid understanding of banking regulations, fiduciary standards and Wells Fargo investment policy
+ Collaborate and consult with business executives, attorneys, certified public accountants, Wells Fargo internal professionals, customers and vendors to communicate recommendations, decisions and concepts derived from research
**Required Qualifications:**
+ 4+ years of Fiduciary Specialty Asset Products experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education **Desired Qualifications:**
+ Experience with wealth management and asset management
+ Advanced commercial real estate industry experience
+ Strong computer modeling skills including robust Excel and Argus capabilities
+ Certified Commercial Investment Member (CCIM)
+ Certified Property Manager (CPM)
+ Relationship management and asset management (and/or property management) experience in an environment serving private, high net worth clients (not institutional).
+ Proven ability to manage real estate assets in a consultative fashion for clients and professionally executing acquisitions, dispositions, leasing, and/or project management assignments for various property types and other complex assignments
+ Demonstrated ability to develop and enhance client relationships leading to increased revenue
+ Sound judgment, problem solving, and risk assessment in the application of analytical conclusions and management recommendations
+ Proven ability to build and maintain relationships and work effectively in a team environment
+ Intermediate MS Office applications (Word, Excel, Outlook and PowerPoint)
+ Knowledge and financial modeling
+ Knowledge of estate planning
+ Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
+ Strong verbal, written, and interpersonal communication skills
+ Strong organizational, multi tasking, and prioritizing skills
+ Ability to quickly learn and develop advanced level use of software systems utilized by Trust and Real Estate Asset Management Services
**Job Expectations:**
+ Ability to travel up to 20% of the time
+ Ability to work in a hybrid environment which you will be required to work at least 3 days in the office and 2 days remote.
**Posting End Date:**
7 Aug 2025
**_*Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo ( .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy ( to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-475396
Tax Manager | Real Estate Partnerships
Posted 1 day ago
Job Viewed
Job Description
CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast.
CBIZ strives to be our team members employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.
Essential Functions and Primary Duties
- Serve as clients trusted advisor, demonstrates knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team
- Manage staff on engagement deliverables (such as financial statements, tax returns, work papers, etc.); complete technical and strategic reviews as a member of the final engagement review team to ensure quality control standards are met; ensure on time delivery and on budget
- Demonstrate proficient technical skills for handling all client responsibilities, including knowledge of trends, industries, alternatives, etc.
- Understand the clients organization, procedures and internal policies
- Responsible for new client development in partnership with upper management; participate in client meetings, presentations and proposal development and meet individual cross serve
- Manage and retain multiple client relationships, engagements and special projects
- Develop overall engagement budget
- Consistently meet charge hour goals
- Responsible for billing and realization on assigned clients; explain variances
- Supervise, train and mentor staff; listen and communicate effectively
- Foster a team environment; demonstrates support of management and decisions and build a positive culture
- Participate in practice development activities that lead to the generation of new business and the opportunities for cross-serves
- Additional responsibilities as assigned
Preferred Qualifications
- Masters degree in Accounting, Taxation or related field
Minimum Qualifications Required
- Bachelors degree required; Masters degree preferred in Accounting, Taxation or related field
- 5 years of experience in public accounting or related field
- 3 years supervisory experience
- Must have active CPA or equivalent certification
- Ability to manage all aspects of client engagements
- Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
- Must be able to travel based on client and business needs
- Proficient use of applicable technology
#LI-NM1 #LM-HYBRID
#J-18808-LjbffrTax Manager | Real Estate Partnerships
Posted 2 days ago
Job Viewed
Job Description
Status Category:
Full-Time
Exempt/Non-Exempt:
Exempt
Job Code:
FS213TC
CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.
Essential Functions and Primary Duties
- Serve as client's trusted advisor, demonstrates knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team
- Manage staff on engagement deliverables (such as financial statements, tax returns, work papers, etc.); complete technical and strategic reviews as a member of the final engagement review team to ensure quality control standards are met; ensure on time delivery and on budget
- Demonstrate proficient technical skills for handling all client responsibilities, including knowledge of trends, industries, alternatives, etc.
- Understand the client's organization, procedures and internal policies
- Responsible for new client development in partnership with upper management; participate in client meetings, presentations and proposal development and meet individual cross serve
- Manage and retain multiple client relationships, engagements and special projects
- Develop overall engagement budget
- Consistently meet charge hour goals
- Responsible for billing and realization on assigned clients; explain variances
- Supervise, train and mentor staff; listen and communicate effectively
- Foster a team environment; demonstrates support of management and decisions and build a positive culture
- Participate in practice development activities that lead to the generation of new business and the opportunities for cross-serves
- Additional responsibilities as assigned
Preferred Qualifications
- Master's degree in Accounting, Taxation or related field
Minimum Qualifications Required
- Bachelor's degree required; Master's degree preferred in Accounting, Taxation or related field
- 5 years of experience in public accounting or related field
- 3 years supervisory experience
- Must have active CPA or equivalent certification
- Ability to manage all aspects of client engagements
- Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
- Must be able to travel based on client and business needs
- Proficient use of applicable technology
#LI-NM1 #LM-HYBRID
CBIZ.Jobs Category: Tax
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EQUAL OPPORTUNITY EMPLOYER
CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit Know Your Rights.
Notice to Third-Party Agencies
CBIZ does not accept unsolicited resumes from recruiters or agencies. Any staffing/employment agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of CBIZ. CBIZ will have the right to hire that applicant at its discretion and without any fee owed to submitting staffing/employment agency, person or entity.
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