knowledge of accounting rules and reporting requirements pertaining to investment funds and registered investment advisors... fees, and investor income allocations and distributions Coordinate and manage the year-end audit and tax process...
and changes in tax regulations. Coordinate with external taxadvisors and auditors as needed. Maintain documentation and support...’s centralized accounting operations, including Accounts Payable (AP), Accounts Receivable (AR), and Sales & Use Tax compliance...
policies Coordinating with external auditors and taxadvisors on annual audits and partnership tax filings Qualifications... Practices: Strong knowledge of GAAP, financial audits, reconciliation, and tax compliance. Leadership Acumen: Proven ability...
Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning... with advisors and their clients to educate them about wealth planning opportunities both simple (e.g., asset titling, beneficiary...
or regulatory reviews Assist with preparation of information for corporate tax filings (in partnership with external advisors... and Microsoft Excel Preferred: CPA, CMA, or equivalent professional certification Experience with manufacturing ERP systems...
Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning... with advisors and their clients to educate them about wealth planning opportunities both simple (e.g., asset titling, beneficiary...
controls, company policies, and U.S. GAAP. Support global tax compliance and filings in coordination with external advisors... integration initiatives across accounting, project, and payroll platforms. Compliance & Tax Maintain compliance with internal...
with external auditors, internal audit, and advisors on financial reporting, technical accounting, and control matters. Support SOX... services Required: BS/BA in accounting or finance;CPA Preferred: Master’s degree Skills, Behaviors, & Knowledge...
matters Experience with US Federal corporate tax for large corporations is a must CPA is preferred. Previous experience...Job Category: Finance Job Description: Tax & Technology Senior Analyst Location: Canton, MA (Hybrid...
Public Accounting: Senior Assurance Manager Opportunity - Fully Remote option w/ a mid-size, top tier, full service CPA... and assisting our clients with their accounting, tax, financial and strategic planning needs. We created an environment of higher...