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Tax research software (Bloomberg BNA/RIA Checkpoint) experience preferred, but not required. Assist with tax research and analysis in response to requests from other business areas with regards to sales and use tax, property tax, fees, assessments, tax forms (including forms 1099), withholding, federal income tax, state income tax, etc.
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Proficiency in tax research tools and software (e.g., CCH, RIA Checkpoint, BNA). Proficiency in tax research tools and software (e.g., CCH, RIA Checkpoint, BNA). Review and analyze state and local tax returns, including income, franchise, sales and use, and property tax filings, to ensure accuracy and compliance with relevant laws and regulations.
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Experience with tax research databases such as BNA and RIA Proficient in all tax compliance process software including Access, Prosystems and other tax related software. Budgets, monitors, and assesses the effective and efficient use of operating, research and reserve funds.
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Proven competence with MS Office and tax compliance and research software, including ProSystem, BNA portfolio and projection, CCH Axcess and RIA. Strong tax research skills. Proven competence with MS Office and tax compliance and research software, including ProSystem, BNA portfolio and projection, CCH Axcess and RIA.
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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). Strong research and writing, Excel modeling, and verbal communication skills.
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ZIR, founded in 1978 is the 2nd largest provider of independent stock, Mutual fund and ETF research in the US. The Professional Services Division of ZIR is one of the largest providers of software analytics and investment data to professional investors.
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The CFI team works closely with all Pathstone’s departments, Advisory, Financial, Investment Operations, Research, Compliance, Marketing, Growth, Performance Reporting, Capital Markets, and Professional Services teams.
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We are a fast-growing RIA seeking an investment and financial planning professional with knowledge of financial markets and excellent communication skills. Main Street Research is a privately held, registered investment advisor serving a select group of individuals and institutions since 1993.
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Research and drafts memoranda on various international tax matters. Citrin Cooperman & Co. LLP is one of the largest accounting and consulting firms in the United States, and 4th among mid-Atlantic firms, with over 2,500 employees in 22 U.S. and International offices.
$135,000 - $180,000 a yearInternExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Knowledge of tax research (RIA, BNA, TTR , etc.) Examine t ax saving opportunities by performing research of US tax law. Knowledge of tax research (RIA, BNA, TTR , etc.) Its products range from standard components to special components for digital, analog, and mixed-signal applications to customer-specific solutions together with the appropriate software.
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Technical/Other Skills Required : Proficiency with tax return software (OneSource), financial systems, and tax research tools (CCH, RIA, BNA, etc. Research income tax issues and assists both with addressing income tax issues in connection with special projects and with developing income tax savings/risk minimization strategies.
$100,000 - $110,000 a yearFull-timeExpandApply NowActive JobUpdated 2 days ago - UpvoteDownvoteShare Job
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Working knowledge of RIA and independent firm ecosystems from a sales, custodial, product, and research perspective; Intermediate knowledge of alternative investment products and asset classes.
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Knowledge of online tax research tools (CCH, RIA, BNA) is a plus. Conduct federal and state tax research and draft/review memorandums to support tax return filing positions and special projects as required, with the goal of minimizing tax expenses.
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Partner with our user research and design teams to optimize the client experience and platform UI/UX. Job Description The Opportunity Savvy Wealth is a technology-driven RIA shaping the future of wealth management.
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Job Description Job Description The Opportunity Savvy Wealth is a technology-driven RIA shaping the future of wealth management. As a Senior Wealth Manager, you'll play a critical role in our mission to transform the industry.
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