• Develop and Maintain relationships with LIHTC investors. • Act as main point of contact for and manage investment closings into LIHTC funds, and support teammates doing the same. • Collaborate with Acquisitions and Fund Management in fund structuring, setting fund parameters, developing timelines and property lists, tracking CRA commitments and monitoring fund characteristics from the investors’ perspective. • Recommend related process improvements that enhance interdepartmental coordination. • Coordinate internally and with external counsel on the formation of upper tier legal documentation. • Manage investor due diligence process - coordinate with Fund Management in completing investor due diligence templates and with Acquisitions/Underwriting in responding to investor due diligence requests/inquiries. • Manage investor closing process - coordinate with investors and external counsel in the negotiating and delivery of upper tier fund-related legal documents, gather and track all investor required documents for closing. • Act as main point of contact for all communications with investors during the due diligence and closing process. • Communicate regularly with internal departments (Acquisitions, Underwriting, Fund Management) throughout the fund due diligence and closing process. • Provide timely, efficient and quality responses to investor inquiries. • Understand each investor’s business, legal and regulatory approval processes and timing of each. • Assist with upper tier business and legal due diligence and closing processes when on-boarding new proprietary investors as needed. • Manage individual proprietary funds as opportunities arise. • Participate in capital raising efforts as needed. • Possess a high level of knowledge of LIHTC program, gain knowledge of Berkadia’s history, performance and overall structure, and stay current on knowledge regarding LIHTC market and trends. • Represent Berkadia at industry conferences and investor meetings, and attend Berkadia company meetings as needed.

Who We Are Join a team that puts its People First! First American's Agency Division is dedicated to providing our policy-issuing agents with resources, services and underwriting guidance needed to achieve new levels of success. Since 1889, First American (NYSE: FAF) has held an unwavering belief in its people. They are passionate about what they do, and we are equally passionate about fostering an environment where all feel welcome, supported, and empowered to be innovative and reach their full potential. Our inclusive, people-first culture has earned our company numerous accolades, including being named to the Fortune 100 Best Companies to Work For® list for ten consecutive years. We have also earned awards as a best place to work for women, diversity and LGBTQ+ employees, and have been included on more than 50 regional best places to work lists. First American will always strive to be a great place to work, for all. For more information, please visit www.careers.firstam.com. What We Do Search public records and examine titles to determine legal condition of property title, primarily for residential properties. Copy or summarize recorded documents, which affect the condition of title to the property. These roles may be found in production center or branch office environments. Actual work flow is typically determined by geographic practices. In some cases, the Title Examiner role gathers information and creates a commitment of title before passing along to a Title Officer. Works independently and uses experience to examine title to real property, ranging in complexity, to determine status and establish chain of title. What You'll Do: - Performs title examination and examines the chain of title for a wide range of title orders, primarily commercial with occasional residential files. - Abstracts and analyzes records, such as mortgages, liens, judgments, easements, vital statistics, and plat and map books, to determine ownership and legal restrictions and to verify legal description of property and completeness of records - Resolves most issues such as missing information, incomplete, inaccurate or contradictory information contained in the title documentation - Prepares initial title commitment documentation based on the application of procedural guidelines - Prepares and reviews reports for accuracy - May provide underwriting interpretation within established guidelines - Other duties as assigned What You'll Bring: - High School diploma or equivalent - 2 years of title examination experience - State license(s) if required - Detail / quality orientation - Analytical review skills - Research and investigative skills - Strong problem-solving skills - Communication skills, both verbal and written - Customer service orientation - Standard MS skill set - Proficient with company operating systems - Knowledge of legal terms helpful - Mississippi title examination experience Pay Range: $23.37 - $31.15 Hourly, Remote This hiring range is a reasonable estimate of the base pay range for this position at the time of posting. Pay is based on a number of factors which may include job-related knowledge, skills, experience, business requirements and geographic location. What We Offer By choice, we don’t simply accept individuality – we embrace it, we support it, and we thrive on it! Our People First Culture celebrates diversity, equity and inclusion not simply because it’s the right thing to do, but also because it’s the key to our success. We are proud to foster an authentic and inclusive workplace For All. You are free and encouraged to bring your entire, unique self to work. First American is an equal opportunity employer in every sense of the term. Based on eligibility, First American offers a comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave and other great benefits like an employee stock purchase plan.

OneSource Virtual (OSV) has helped more than 1,000 Workday customers take their teams from transactional to transformational with innovative technology and services for HR, payroll, and finance. Founded in 2008, OSV is the leading exclusive provider of Business-Process-as-a-Service (BPaaS) solutions for Workday, delivering services with unparalleled choice, unwavering commitment, and uncompromising support. OneSource Virtual’s global headquarters is located in Dallas, Texas, with additional locations across North America and Europe. Find your company’s solution at www.onesourcevirtual.com. Summary The Tax Processing Team is responsible for overseeing nightly customer tax batch processing, ensuring accuracy in tax code configurations and employer profile setup across multiple jurisdictions. This role proactively identifies and resolves tax setup discrepancies before they impact downstream filing, payment, or reporting processes. This position drives accuracy and integrity of tax setup data, troubleshoots complex exceptions, and partners with internal teams to ensure smooth, error-free tax processing for customers. The Daily Tax Processor is responsible for ensuring that data management for assigned jurisdictions is complete and accurate to assist with timely, accurate filings and payments. Responsibilities % of Time Spent - Process nightly/daily tax integration files by creating and staging customer tax setup - packets for review and downstream processing. - Research and resolve discrepancies identified during daily tax integrations, - proactively addressing data mismatches, missing information, or configuration - issues before they impact tax filings or payments. - Map new tax codes imported through the tax integrations, ensuring accurate - alignment between Workday, TaxEx, and other internal systems. - Set up, map, and validate new tax codes — including combined codes — daily to - support accurate jurisdictional reporting and employer tax configuration. - Monitor Estimated Tax Payments and prepaid liabilities; process applicable - transactions to ensure accurate, timely remittance. - Maintain accuracy of employer profile data by validating tax frequencies, payment - methods, and filing requirements, and updating these configurations as changes - occur. - Process Manual Tax batches based on tasks, cases, or emails. - Work closely with cross-functional teams (Tax Operations, Compliance, Service - Readiness, Development, to troubleshoot and resolve tax setup issues impacting - nightly batch processing or filings. - File tax setup packets and related documentation in designated shared folders; - maintain orderly and accurate records to support audit, compliance, and - operational tracking. - Enter Tax Credits requested via case from the customer (GA R D, GA JTC, GA ER AS, - IA SJC, IA NJC, FE UTT, FE AGLTLI, FE QSBPTC) - Serve as a quality gatekeeper by ensuring all tax codes are accurately configured Competencies - Strong problem-solving and analytical skills, with a passion for resolving complex issues proactively - Excellent verbal and written communication skills - High attention to detail, strong organizational skills, and a commitment to accuracy - Ability to manage multiple tasks and deadlines in a fast-paced, evolving environment - Comfortable working with limited information and determining resolution paths based on root cause analysis - Self-directed with the ability to take initiative and manage work independently - Strong time management and prioritization skills - Proficiency in Microsoft O􀆯ice Suite, with strong Excel skills required - Working knowledge of payroll tax rules, especially in multistate jurisdictions and SUI regulations - Flexible and adaptable in a changing environment - Collaborative mindset with the ability to foster effective working relationships and promote team spirit and contribute to a high-performing team-based culture Customer Service Qualifications Education/Certification Requirement High School diploma Required - 2+ years of experience in payroll tax or customer service, preferably in a payroll - outsourcing environment - Working knowledge of payroll and payroll tax concepts - Associate degree - Experience with ERP or payroll systems such as Workday, PeopleSoft, Salesforce Preferred - Associate's Degree #LI-REMOTE You are encouraged to learn and share ideas when you join the OneSource Virtual team. We reward innovative thinking, fresh perspectives, creative collaboration, and hard work. As an organization experiencing routine strategic growth, we are always on the lookout for intelligent, talented, and forward-thinking professionals to join our team. OSV employees enjoy a values-based culture, upward mobility, and professional development with opportunities of all kinds.

100% Remote Senior Tax Manager / 300k / CPA This Jobot Job is hosted by: Christopher Mildyn Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $150,000 - $300,000 per year A bit about us: Based in San Francisco, CA our partners have over 40 years of combined experience specializing in providing audit, accounting, and tax planning and compliance services to sophisticated clientele! We have clients located across the country and are able to communicate with them easily and have the capabilities to seamlessly and securely exchange documents and tax information through our secured portal system, our most cutting edge technology in our profession. We are actively looking for a Tax Manager who can help with researching tax issues and filing requirements that affect tax compliance while developing subordinates' technical and industry skills and encourage growth. If you are a Tax Manager with client facing skills, then please read on…. Why join us? - *Top 100 Best Accounting Firms to Work* - Competitive Base Salary! - Extremely Competitive Benefits Package! - Diverse Client Relationships! - Outstanding Career Growth! - 100% Remote - Profit Sharing - 401k Matching state of the art equipment, and firm events that help our staff foster personal connections with all of their coworkers and promote collaboration in the workplace - PARTNER TRACK Job Details Job Details: We are seeking an experienced and highly motivated Tax Manager to join our team in the Mortgage industry. This is a permanent, 100% remote position, offering you the flexibility to work from any location while also providing a challenging and rewarding career. Our ideal candidate is a seasoned tax professional with a strong background in tax review, estate planning, and business development. You will be responsible for managing tax advisory services, business development, and coaching and mentorship of our team. Your role will be critical in serving high net worth individuals, S Corps, private foundations, and real estate entities. Responsibilities: 1. Provide comprehensive tax services and advice to a portfolio of clients, including ultra-high-net-worth individuals, S Corps, and private foundations. 2. Review complex individual, corporate, partnership, and estate tax returns. 3. Lead and manage multiple tax engagements to deliver quality tax services for our clients. 4. Develop and maintain strong client relationships, manage expectations, and ensure delivery of high-quality customer service. 5. Provide tax planning and review complex income, estate, and gift tax returns. 6. Mentor and coach junior staff members, fostering a learning and growth environment. 7. Drive business development initiatives, identifying and securing new client opportunities. 8. Stay abreast with industry trends and changes in tax laws to provide accurate and timely advice to clients. Qualifications: 1. Bachelor's degree in Accounting, Finance, or related field. A Master's degree or Certified Public Accountant (CPA) designation is preferred. 2. A minimum of 7+ years of progressive experience in public accounting or tax consulting. 3. Proven experience in tax planning and review for high net worth individuals, S Corps, and private foundations. 4. Extensive knowledge of tax laws, regulations, and codes. 5. Strong leadership skills with a track record of coaching and mentoring junior staff. 6. Excellent business development skills with a proven ability to identify and secure new client opportunities. 7. Exceptional client service along with the ability to develop excellent client relationships. 8. Strong written and verbal communication skills. 9. Ability to work in a fast-paced, dynamic environment with a focus on detail and accuracy. 10. Proficiency in tax software and technology tools. This is an exciting opportunity for a seasoned tax professional to join a dynamic and growing team. 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