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Proficient in CCH Axcess tax software, Caseware, Microsoft Office applications, and expert in tax research software (Bloomberg BNA, RIA Checkpoint, Intelliconnect). 5+ years of international corporate, partnership and individual taxation; overall 7+ years in public accounting or law firm.
$135,000 - $180,000 a yearInternExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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The Deputy General Counsel will report to and work closely with the General Counsel and Associate Counsel over all aspects of legal activity affecting the company and it’s affiliated entities (including a newly launched RIA), relating to fiduciary matters and regulatory, employment, compliance and general corporate issues.
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Efficient utilization of OneSource tax software suite, RIA Checkpoint, Oracle and Hyperion financial accounting and reporting software. Under limited direction, uses specialized knowledge and skills in tax accounting and preparation obtained through education and experience to lead and manage a team of Corporate Tax Accountants.
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Basic tax research skills and experience using tax research tools, such as RIA Checkpoint, BNA, or CCH. 5 years of experience preferably with a large CPA firm/corporate tax department. Basic tax research skills and experience using tax research tools, such as RIA Checkpoint, BNA, or CCH.
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As a subsidiary of NFP Corp, we also have access to extensive corporate resources and business partners that few other independent registered investment advisory (RIA) firms offer. As a subsidiary of NFP Corp, we also have access to extensive corporate resources and business partners that few other independent registered investment advisory (RIA) firms offer.
Full-timeExpandApply NowActive JobUpdated 11 days ago - UpvoteDownvoteShare Job
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Familiarity with tax research tools (Bloomberg BNA, RIA/Thompson Checkpoint, CCH Answer Connect etc.) Advise clients on a full spectrum of corporate tax services, including planning, research, compliance, and general mergers and acquisitions activities.
$84,200 - $183,500 a yearFull-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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Understanding of the Registered Investment Advisor (RIA) industry and GIPS standards; FINRA licenses. Experience in the financial services industry, Wealth Management, Corporate Investment Banking, Commercial Banking, Commercial Real Estate, and/or Lending.
Full-timeExpandApply NowActive JobUpdated 27 days ago - UpvoteDownvoteShare Job
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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.
$148,970 - $244,745 a yearFull-timeExpandApply NowActive JobUpdated 12 days ago - UpvoteDownvoteShare Job
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Proactively communicate with existing pre-retiree and retired HNW individuals, non-profit and corporate client relationships, thoroughly meeting current and changing needs. Our client is an RIA located in the Pasadena area managing $500+ mil AUM and servicing HNW clients over $1 mil.
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High level of proficiency in tax research on CCH, RIA, or BNA required. Corporate Tax Senior will be primarily responsible for U.S. tax compliance, including preparation of federal and states income tax returns, calculation of estimated taxes/extension as well as processing all income tax payments.
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As the Tax Associate, you will be responsible forpreparation and review of tax returns, including individual, partnership, corporate, trust, and non-profit returns, as well as technical research.
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Working knowledge of online tax research tools (CCH, RIA, BNA) The Tax Manager will utilize their advanced skills to review complex corporate federal and state tax returns, audit quarterly estimated tax payments and extensions prepared by staff, assist managers in monitoring workflow and deadlines, and serve as a leader and mentor to junior staff.
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Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits.
Full-timeExpandApply NowActive JobUpdated 2 months ago - UpvoteDownvoteShare Job
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Experience with tax research databases such as BNA and RIA Proficient in all tax compliance process software including GoFileRoom, GoSystemRS, Caseware, BNA Depreciation Software, or comparable programs and standard tax workpapers, preferred.
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CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (“EA”) (or the equivalent of one of these designations), required. Acts as a Career Advisor to Associates and Senior Associates.
$86,000 - $150,000 a yearFull-timeExpandApply NowActive JobUpdated 2 months ago
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