Scientist (FAS) Manager leads a team of highly skilled scientists dedicated to providing exceptional technical support... closely with Sales to deliver innovative solutions and ensure customer satisfaction. The FAS Manager will attract top talent...
orders in a clerical capacity at the direction of the FA/PWA/team Supporting the FAs / PWAs / teams’ marketing strategy (e.g...., website maintenance) Assist FAs / PWAs/ teams in delivering against their business plan and client service model Remaining...
accounting systems (FAS) and resource documents to balance accounts, to research and analyze causes of account deficits...
Proficient Excel skills MRI/AVID/FAS experience preferred Superior communication skills Real estate and property accounting...
planning for clients by working with the Financial Advisors (FAs) to leverage their time, talents and resources in gathering... Development (20%) Assists, trains and motivates FAs on key financial planning concepts and product solutions to gather assets...
What Sets You Apart - Knowledge of accounting methods and revenue recognition - Experience with FAS 109 and compliance...
preferred - Knowledge of multi-state income tax planning and compliance - Experience in FAS 109 and unitary filing - Building...
departments. Comprehensive technical skills in FAS 109, FIN 48, tax provision preparation audit and review, and corporate...
practices - Preparation of partnership tax forms including K-1s, FAS 109, FIN 48 - Identifying and addressing client needs...
Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients... (e.g. MSOnline, eSign, eAuthorization) Assist Fas/PWAs/teams in a clerical capacity with research relating to investment...