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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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Understanding of the Registered Investment Advisor (RIA) industry and GIPS standards; FINRA licenses. CIA, CPA, CISA, MPA, MBA or advanced degree. Understanding of the Registered Investment Advisor (RIA) industry and GIPS standards; FINRA licenses.
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Prior experience with tax research software such as Thomson Reuters RIA Checkpoint, is helpful, but not required. Wayfair Supreme Court ruling in June 2018, many companies are finding they have sales tax collection and reporting obligations in new states.
$25 - $30 an hourPart-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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Moneta Group is an independent Registered Investment Advisor (RIA) headquartered in Clayton, Missouri. We provide comprehensive wealth management services to families, non-profit organizations, and company retirement plans.
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5 – 7+ years of financial planning experience with a broker-dealer, RIA, investment firm, law firm, or accounting firm. Juris Doctorate (JD), Master of Laws ( in taxation), CFP, or CPA highly desirable.
$90,300 - $164,700ExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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Recently ranked the #2 RIA (Registered Investment Advisor) firm in the U.S. by Forbes, Pathstone has experienced significant growth over the past 5 years and currently oversees approximately $97B in assets under advisement and administration.
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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. 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). Proficient in CCH Axcess tax software, Caseware, Microsoft Office applications, and expert in tax research software (Bloomberg BNA, RIA Checkpoint, Intelliconnect.
$135,000 - $180,000 a yearInternExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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Not only are we one of the fastest growing RIA firms in the country, but we are also one of the few firms with a full-service law firm in house; Trajan Estate. Delta Dental PPO, United Healthcare Vision, Short Term, Long Term, Life Insurance and many more voluntary options available.
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We are seeking a dynamic and experienced Investment Advisor to help spearhead our new RIA. The Investment Advisor will be responsible for client engagement and management, providing investment advice and guidance to clients, with a focus on real estate investments and financial planning.
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These channels include Broker-Dealer (independent and wirehouse), RIA, and Private Client Groups. The successful candidate must have experience with ETFs along with a strong understanding of capital markets, portfolio analytics, and investment research, along with a consultative and client-centric business development approach.
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We are seeking a candidate with experience within either a financial advisor practice, at a wealth management intermediary such as a Broker/Dealer, RIA, or custodian, an organization serving or supporting financial advisors, a wealth management technology vendor, or a technology consulting organization.
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Strong proficiency with tax research databases (such as Bloomberg BNA and RIA Checkpoint) Strong proficiency with tax research databases (such as Bloomberg BNA and RIA Checkpoint) Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries.
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Expertise with eMoney and MoneyGuide Pro software. Review, identify, and communicate recommendations on complex and high net worth cases to advisors and other team members. Strong technical skills in financial planning and estate planning.
$90,300 - $164,700ExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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Tax research software (Bloomberg BNA/RIA Checkpoint) experience preferred, but not required. Tax research software (Bloomberg BNA/RIA Checkpoint) experience preferred, but not required. The Tax Associate will support various tax functions including Federal, State and Local tax compliance, estimated tax payments, tax provision computations, internal controls, internal/external audits, forecasting/tax planning and various special projects.
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