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Assists Database Manager and CPA in reconciling the donor database with accounting database. Assists the Database Manager and CPA in providing appropriate documentation and audit trail of gifts.
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Intention to actively pursue a professional accounting qualification (ACCA, CIMA, CPA, ACA), if not already started, part qualified or qualified, would be an advantage but is not required. Led by the most experienced team of industry experts, HedgeServ with 1,500+ professionals around the globe expertly provides customizable solutions for their clients' risk, portfolio management, middle office, investor relations, accounting, regulatory, compliance, and tax services.
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Certified Internal Auditor (CIA), Certified Public Accountant (CPA), Certified Regulatory Compliance Manager (CRCM), or Certified Fraud Examiner (CFE) Certified Internal Auditor (CIA), Certified Public Accountant (CPA), Certified Regulatory Compliance Manager (CRCM), or Certified Fraud Examiner (CFE.
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Every Fund Accounting Manager will receive the requisite Induction Training in addition to both compulsory training (AML/KYC) and optional training. We optimize our clients' experience using unique proprietary technology coupled with robotic process automation, intuitive digital programs powered by machine learning, and enhanced by an extensive proprietary transaction data set.
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Desired Skills and ExperienceCertified Anti-Money Laundering Specialist (CAMS) or Certified Fraud Examiner (CFE)Certified Internal Auditor (CIA), Certified Public Accountant (CPA), Certified Regulatory Compliance Manager (CRCM),Audit / Assurance or operational experience in large scale enterprise environment / financial institution.
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This level of knowledge is normally acquired through completion of a bachelors and 5 - 7 years of experience or an advanced post-graduate degree and/or professional certification (JD, CPA, CFA, CFP, etc.
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Relevant certification preferred (CAMS, CRCM, CFE, CPA, CFA, CIA) Relevant certification preferred (CAMS, CRCM, CFE, CPA, CFA, CIA) More specifically, they are looking for someone who has an in-depth understanding of Financial Crimes Compliance - Namely OFAC and AML/BSA.
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CPA with 7+ years of experience in federal tax compliance, planning and consulting at a public accounting firm with a focus on high-net-worth individuals, privately owned business, investment partnerships, estates, and trusts.
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Preferred Requirement: CPA with Hedge Fund or Prime Brokerage Experience. Preparation and/or review of accounting for Maverick 's funds including gathering pricing data, subscriptions and redemption calculations, performance and management fee calculations, allocating new issue income, recurring journal entries, monthly close, coordination with the administrator, money movements, and providing information to Director of Fund Accounting, Controller, CFO, and Portfolio Managers as necessary.
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Must possess active unrestricted credential: EA (Enrolled Agent), CPA (Certified Public Accountant), or Tax Preparer credentials. If you are a highly motivated individual with an active unrestricted credential (CPA/EA) and posses excellent communication skills, we need your help answering tax related questions and offering advice.
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Audit experience a plus (IRS and state tax authorities) Recent experience preparing federal and state individual 1040 tax returns for clients/customers. You will advance our goal by providing expert guidance and explanations of tax and technical terms and questions.
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CPA or CPA Candidate preferred. Working knowledge of tax compliance and provision systems (CorpTax preferred) and other applicable software applications (BNA Fixed Assets, Alteryx, etc.
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CPA or JD required. Solid working knowledge of Microsoft Office, QuickBooks, CCH Access, and BNA Tax Planner. Providing supervision, training, mentoring and guidance to tax staff, seniors and other members of the team.
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A minimum of 5 years of experience in corporate tax or a combination of corporate tax and experience in a top CPA firm with international tax exposure. This role primarily focuses on controversy, compliance, tax accounting, and also contributes to tax research and special projects related to Indirect Tax. The Senior Indirect Tax Accountant is responsible for a range of taxes, including Sales and Use Tax, Real and Personal Property Tax, Canadian VAT Tax, Gross Receipts, and Jurisdictional Business Taxes.
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Relevant certification or industry accreditation (e.g., CPA, CFA, CIA) is a plus. Controls surrounding regulatory reporting, legal entity reporting, financial reporting and/or tax reporting.
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cpa job Title: tax accountant Company: Addison Group in Dallas, TX
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