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Experience with tax research tools (Bloomberg BNA, RIA Checkpoint, etc.) Experience with tax research tools (Bloomberg BNA, RIA Checkpoint, etc.) In your important role as Tax Senior Manager with RSM , you will be responsible for the following job duties which are focused around three core concepts (Technical & Quality Expertise, People & Talent Management, and Client Service/Business Development.
$120,200 - $261,100 a yearFull-timeExpandApply NowActive JobUpdated 15 days ago - UpvoteDownvoteShare Job
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Strong Excel and Bloomberg BNA skills REQUIRED. Prepare non-U.S. investor's tax withholding analysis related to REIT and Corporate ordinary income distributions (FDAP) and REIT capital gain distributions (ECI/FIRPTA.
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Be effective at resolving complex tax issues and using online tax research tools (BNA, CCH, RIA Checkpoint). Thousands of blue-chip companies including American Express, Porsche, Starbucks, L’Oréal, and Volvo Cars rely on Sitecore to provide more engaging, personalized experiences for their customers.
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Experience with BNA, CCH, Checkpoint or other tax research tools a plus, not required. Tax Associates focus on tax compliance of private equity, Hedge Funds, venture capital and real estate funds, and serve as members of various client service teams.
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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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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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Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience. We're backed by top-tier venture capital firms, fintech investors, and industry leaders.
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Aid the COO/CCO in fulfilling all RIA and Fund compliance obligations and tasks. Assist in completing all regulatory filings for our Funds and RIA entities. Aid the COO/CCO in fulfilling all RIA and Fund compliance obligations and tasks.
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In the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. Responsibilities:Drafting, negotiating, and closing a high volume and a wide variety of networking agreements (agreements where LPL will be the broker-dealer and investment advisor), ensuring that all contracting processes are adhered to and the firm’s contracting standards are maintained, including but not limiting to those relating to risk allocation.
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1 – 2+ years of relevant experience working with high-net worth individuals a plus; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer. 1 – 2+ years of relevant experience working with high-net worth individuals a plus; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer.
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3-5 years experience in a Registered Investment Advisor (RIA) and Single Family Office (SFO) oriented business or environment, preferably, in a client-facing role for financial products or services for UHNW clients.
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Preferred experience with Axcess Tax, CCH ProSystem fx Engagement and BNA. Preferred experience with Axcess Tax, CCH ProSystem fx Engagement and BNA. We are currently seeking a Tax Manager in either our Woburn or Boston Offices to join our Private Client Group which provides Estate Planning Services and Tax Compliance Services.
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Conduct tax research using RIA Checkpoint, BNA Bloomberg and other applicable platforms. Preferred working knowledge of CCH Axcess, XCM, SurePrep, BNA Income Tax Planner and other tax preparation, workflow and research software programs.
$138,000 - $301,000 a yearFull-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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Familiarity with tax return preparation software (e.g., CorpTax), tax research software (e.g., BNA), HFM, and SAP is beneficial. Familiarity with tax return preparation software (e.g., CorpTax), tax research software (e.g., BNA), HFM, and SAP is beneficial.
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