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Familiarity with Tax/Accounting/Research software packages: Corptax Tax & Provision Systems (a plus), OneStream, Thomson Reuters RIA Checkpoint and Bloomberg BNA Tax. Forge effective relationships with Accounting, Treasury, Legal and other (non-Tax) internal departments to respond to changing financial reporting and tax compliance requirements worldwide and to ensure proper reporting of tax effects of business decisions.
$100,000 - $125,000 a yearFull-timeExpandApply NowActive JobUpdated 19 days ago - UpvoteDownvoteShare Job
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Do you want to learn and grow at a Fortune 500 firm, the nation’s largest broker-dealer, and third largest RIA custodian? Job Overview:As the Senior Analyst of Regulatory Reporting within the Treasury team, you will be focused on preparing and submitting Net Capital and Customer Segmentation Requirements (15c3-3) reports related to our Broker Dealer business.
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Reporting to the Managing Director (MD), of Relationship Management will, in a business-to-business (B2B) sales environment, provide leadership, sales management and coaching to Relationship Managers and a Support Specialist.
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Knowledge of major enterprise database programs, including Microsoft SQL Server, Oracle or IBM DB2, is required; professional certifications such as Microsoft Certified Database Administrator (MCDA) or Oracle Database Administrator Certified Professional (ODACP) are a plus – strong preference for Microsoft technologies (SQL Server 2008R2 thru 2017, as well as Microsoft’s Business Intelligence Suite of reporting services.
$90,000 - $120,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Operational Support: Support all operational aspects of a growing Registered Investment Advisor (RIA), including custodial paperwork (account openings & transfers, etc.) Compliance: Assist Compliance Manager with data-collection, reporting and record-keeping requirements.
ExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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In this role, you will oversee Estuary, the rooftop bar, lobby lounge, and in-room dining managing a team of 15-20 and reporting directly to the Executive Sous Chef of Outlets. With a passion for infusing her Filipino roots into every dish, Chef Ria masterfully embraces the rich and diverse flavors of the Philippines, seamlessly blending them with the modern American palate.
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Experience with RIA/Wealth Management Policies, Procedures and Client Service. We are a firm in the Wealth Management industry that supports the performance-reporting requirements of Family Offices, Wealth and Asset Managers, and Foundations throughout the United States, Western Europe, and Latin America.
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ISC’s team of Financial Services Recruiters is partnering with a prominent global Wealth Manager (RIA) with offices throughout the U.S. The firm specializes in providing customized investment management and investment advisory services to Ultra-High Net Worth individuals, families, trusts, foundations, and endowments.
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Excellent understanding of information systems and in particular Oracle and OneStream, CCH, BNA or RIA. Preparation of all US information reporting and documentary requirements such as tax residency certificates, tax registrations, state and local sales tax exemption forms, Form 1099 reporting, etc.
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Develop management reporting in partnership with Sales Enablement team to monitor progress to goals, marketshare gains, leaderboard ranking, strategy flow intelligence at major battleground sales priorities: Merrill, Morgan, RayJay, RIA, Envestnet, Assetmark.
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Working knowledge of various tax software (RIA Go-Systems, One-Source Tax Stream, FAS, Thomson-Reuters Transfer Pricing Software fka CrossBorders, etc.) The Tax Director will play a critical role in minimizing the organization's tax liabilities, managing tax reporting, and advising senior leadership on tax-related matters.
ExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
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Wealth Management offers services through its registered broker-dealer, registered investment advisor (RIA), and insurance agency subsidiaries and is a leading U.S. tax-focused independent broker-dealer that works with a nationwide network of Financial Professionals operating as independent contractors.
ExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
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Chef Ria Montes is the culinary mastermind behind Estuary. Assist the Executive Chef and Executive Sous Chef in the direction and oversight of all culinary operations, to include, but not limited to, preparation and production of all hotel meals, food quality and presentation, compliance with all safety and sanitation standards and regulation, team member productivity and performance, implementation of policies and procedures, cost controls and overall profitability.
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The Senior Treasury Analyst is responsible for supporting all aspects of Altruist's daily treasury operations, including but not limited to reporting daily cash positioning, funds transfers, reconciliation, and bank account management.
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You will be responsible for all acquisition/transaction-based technical accounting review, documentation, and financial recordings in accordance with GAAP. Also, you will have full ownership of financial statement cadence, inclusive of SEC-type quarterly reporting for investors and debtholders, and regulatory requirements under FINRA (broker dealer) and the OCC (trust operations.
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