Associate, Tax Asset Management, Partnerships Cincinnati, OH; Cleveland, OH; Columbus, OH; Detroit, MI; Indianapolis, IN; Kansas City, MO; Minneapolis, MN; St Louis, MO 120064 **MEMBERS ONLY**SIGN UP NOW***. is currently seeking a Senior Associate to join our Business Tax Services...
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Tax Senior - Business Tax Services Experience: 3+ years Salary: Competitive Department: **MEMBERS ONLY**SIGN UP NOW***. Tax LLP Location: 62 locations across the US H1: Join the Largest Growth Area in the Tax Industry at **MEMBERS ONLY**SIGN UP NOW***. Tax LLP...
the investment management and mutual fund businesses of company's... registered investment advisers throughout the United States, including company's capital advisers and company's investments. Will be expected to handle all matters arising out of the assigned businesses and to supervise and...
the firm associated with mutual funds, investment advisory, retirement... and education savings, insurance and annuities, and banking services. Will partner with internal business areas to provide timely advice and guidance on compliance matters to ensure new and existing products and...
the firm associated with mutual funds, investment advisory, retirement... and education savings, insurance and annuities, and banking services. Partner with internal business areas to provide timely advice and guidance on compliance matters to ensure new and existing products and services...
- Investment Advisory and Funds The candidate will serve... firm's investment advisory and funds compliance department. Will help... of the firm's sub-advised mutual funds as well as... the... investment adviser to those funds. Partner with applicable business... areas and outside...
operations, including its proprietary mutual funds and its investment... prepare, review and/or coordinate mutual fund registration statements, proxy... and information statements, shareholder reports, Forms ADV (including brochures relating to company's investment advisory programs) and investment company and investment adviser marketing...
prepare, review and/or coordinate mutual fund registration statements, proxy... and information statements, shareholder reports, Forms ADV (including brochures relating to firm investment advisory programs) and investment company and investment adviser marketing materials and communications. Will ensure appropriate reviews are completed...
operations, including its proprietary mutual funds and its investment... of 1940 and the Investment Advisors Act of 1940 in order to provide guidance, interpretation and legal analysis related to the firm's business. Prepare, review and/or coordinate mutual fund registration stateme...
Consultant IV The candidate will handle duties that include: Gathering relevant information, documentation, and contacting appropriate parties. Analyzing gathered facts to reach a conclusion for more complex matters. Drafting appropriate CRD, Rule 4530, FINRA Forms U4/U5 disclosure language, when necessary....
President, Deputy General Counsel The candidate work includes: managing and leading a team of legal professionals; providing advice and counsel to senior management; acting as subject matter expert in relevant areas of law; contract negotiation and drafting; and other day-to-day...