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Advanced computer skills, Microsoft Office (with a high proficiency in Excel specifically), tax research software (e.g., RIA, BNA). Hands on, detail oriented, strong tax accounting and research skills, including account reconciliation and analysis of book/tax differences.
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S. in Accounting (M.S. in Taxation and/or CPA/CPA candidate preferred). Check out our careers site benefits page to learn more about our comprehensive benefit options, which include medical, vision, dental, 401k, disability, FSA, HSA, EAP, vacation and paid time off.
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Senior Tax Analyst - Stay current regarding tax law, tax-related GAAP, and SEC regulation changes to ensure GMR's adherence to requirements and determine the related tax impact as needed. Assist tax department compliance and audit teams, on an as needed basis, with review/preparation of federal, state income tax returns and tax audits.
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B.S. in Accounting (M.S. in Taxation and/or CPA/CPA candidate preferred). to learn more about our comprehensive benefit options, which include medical, vision, dental, 401k, disability, FSA, HSA, EAP, vacation and paid time off.
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Judson Group has been retained by an exponentially growing RIA in the search for a Wealth Advisor - CFP. Assists with client asset management, including coordination of complete financial planning and wealth management (analysis, estate planning, tax strategies for assets under management, and portfolio management.
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7+ years with a financial planning/investment management firm, family office, or RIA. Judson Group has been retained by a nationally recognized RIA in the search for a. Responsible for all planning, analysis, risk tolerance discussions for investments and other decisions that affect the client relationship.
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Financial planning analysis and modeling for high net-worth clients. The Lead Advisor is an integral part of our new and growing RIA team serving as a connection between our clients, support team, and advisors, under the guidance of our Senior Advisor.
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Implement metrics to measure engagement and conduct qualitative analysis to gauge narrative impact, including website visitors, duration of visit, bounce rate, CTR, downloads, video views, ratings, social media reach and engagement, DM response rate, community and trip registration, and media coverage.
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As a Retirement Plan Consultant, you will work with the clients, Investment team, and plan administrators to provide investment and capital markets research, analysis, and advice to our clients.
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Manage and coordinate accounts receivable process with Property Management including but not limited to: A/R analysis and collection, A/R aging review, tenant correspondence regarding balances. ¹Includes both the global Hines organization as well as RIA AUM as of December 31, 2021.
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Follow regulatory changes and conduct strategic regulatory impact analysis to guide compliance strategies designed to ensure the RIA remains compliant under existing and new rules. The Deputy Chief Compliance Officer for Insigneo Advisory Services supports the Chief Compliance & Risk Officer in the development and implementation of the Firms compliance program and plan of the investment adviser designed to promote compliance with applicable securities regulatory authorities including, but not limited to, SEC laws and regulations.
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Park Avenue Securities is Guardian’s broker-dealer and corporate Registered Investment Advisor (RIA), which offers clients an expanded suite of products and solutions to help them achieve financial well-being.
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We are the largest RIA in the Pacific Northwest, headquartered in Seattle, with offices nationwide. Expertise in estate, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis.
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An Implementation Specialist is primarily responsible for the data quality, analysis and execution in support of onboarding firms onto the Goldman Sachs Advisor Solutions (“GSAS”) platform. Global Banking & Markets - Public - Dallas - Analyst - RIA Sales Services.
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The candidate will provide day-to-day support of Angular web application, conduct data analysis, enhance and maintain user interfaces and web services leveraging Angular, jQuery, JavaScript,. in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide.
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