Title: Tax Manager, Registered Investment Companies (RICs) Job Responsibilities: The Tax... Manager for Registered Investment Companies (RICs) will be... research, and managing expectations with tax partners. The role involves handling billing and work-in-progress (WIP) management, reviewing tax returns, and... managing tax workflow...
financial advisor. The RM recommends banking, borrowing, and investment solutions tailored to the... client's financial goals and coordinates with the extended advisory team, which includes trust, investment, and planning strategists, depending... on the complexity of the relationship. The RM dev...
tax experience, and a strong understanding of business entity structuring, real estate investment vehicles, and succession planning... for closely held businesses. We offer a competitive salary and benefits package in a welcoming and collaborative work environment. Responsibilities:...
of assigned Wealth & Investment accounts of moderate to... high complexity, including trusts, estates, and agencies. - Provides operating instructions and procedures to Trust support staff to ensure appropriate handling of account relationships. - Coordinates administrative functions with internal and...
programs focused on AI legal and regulatory readiness, compliance, and risk mitigation. Translate regulatory developments and legal strategies into structured, actionable projects with clear outcomes, success measures, and reporting mechanisms. - Program & Stakeholder Management: Collaborate closely with senior... legal, compliance...
Abstractor Landman Canton, OH Land – CTN / Full Time - 1099 / Hybrid Are you the most consistent and patient researcher you know? Do you thrive on systematic procedure and knowing that you are accountable from start to finish?...