Title: Consultant/Wealth Management Compliance Job Responsibilities: - Lead or assist in mock regulatory examinations and compliance program reviews, which includes preparing document requests, reviewing documents, conducting interviews, and drafting reports. - Conduct a broad scope of work during client reviews of varying complexity...
Title: BDC (Business Development Company) Compliance Officer Job Responsibilities: - Lead or assist in all aspects of mock regulatory examinations and compliance program reviews, including preparing document requests, reviewing documents, conducting interviews, and drafting reports. Oversee and review the work...
Title: Legal Counsel 3 (Commercial Americas) Job Responsibilities: - Drive Commercial Success: The candidate will be responsible for structuring, drafting, and negotiating a wide variety of commercial agreements. These include customer credit and card program agreements, technology and partnership contracts, and vendor...
Title: Tax Manager - Partnerships Job Responsibilities: - Facilitate primary reviews of complex tax returns and provide tax consulting services for partnership clients. - Evaluate the tax aspects of partnership agreements and manage the client's Internal Revenue Code (IRC) 704b accounts. - Manage multiple...
Manager - Partnerships The candidate will facilitate primary reviews of complex tax returns and provide tax consulting services for your partnership clients. Evaluate the tax aspects of partnership agreements and manage the client's Internal Revenue Code (IRC) 704b accounts. Manage...
Contract Manager The candidate will manage the full life cycle of Pharmacy Benefit Management (PBM) contracts from RFP through client contract execution. Oversee the contract approval process, ensuring compliance, version control, and support the negotiation and execution of standard and...
Live - Seasonal Local Service Expert The candidate will serve as a trusted advisor, empowering customers to achieve positive financial outcomes. Leverage tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Assist with simple...