- Charles Schwab (Austin, TX)
- …to user needs to join the Advisor Services User Experience team. Independent Registered Investment Advisor ( RIA ) firms rely on Schwab's digital ... platforms to conduct business , and we aim to provide experiences that inspire...against complexity on an industry-leading platform serving thousands of investment advisors + Lead an engaged design team that… more
- Charles Schwab (Westlake, TX)
- **Your opportunity** You will be a part of Schwab Advisor Services' Business Consulting and Educations (BCE) team. The BCE team creates and delivers ... to make the transition to independence by becoming an RIA and starting their own firms. While the move...experienced: starting and managing and ultimately growing their own business . Your role is to help navigate the considerations… more
- Adecco US, Inc. (Princeton, NJ)
- Adecco is assisting a client in **Princeton, NJ** in their search for a ** Senior Tax Accountant** to support their Enterprise Tax Service Group (ETSG). This role ... CbC Reporting, BEPS 13). + Partner with the Tax Manager to provide direct tax data for compliance, audit,...and controversy matters. + Maintain compliance metrics across multiple business units and geographies. + Generate both ad-hoc and… more
- Charles Schwab (Sacramento, CA)
- … Advisor Services Sales organization to deliver quality consulting to our prospective registered investment advisor ( RIA ) clients. These consulting ... of custody, trading, technology, and practice management services to independent registered investment advisors (RIAs). RIAs choose independence because they… more
- Cherry Bekaert (Spring, TX)
- **Description** As a Senior Manager in our International Tax Services Group (ITAX), you will play a pivotal role in delivering innovative global tax solutions to ... structuring of international transactions, use of tax treaties, offshore investment activities, and repatriation programs. + Structure inbound investments for… more
- Guardian Life (Columbus, OH)
- …of state insurance laws (inclusive of NAIC). + 3-5 years of broker-dealer and registered investment advisor compliance experience, with experience at an ... capabilities, which includes accountability, interpersonal effectiveness, ability to demonstrate business savvy, being a subject matter expert, all while supporting… more
- Ankura (Dallas, TX)
- …lending, mortgage lending, consumer collections agencies and securities/brokerage [broker dealer, registered investment advisor , exempt registered ... licensed, Ankura can serve as the overall state regulatory manager in the US to ensure compliance with a...clients abreast of regulatory changes. We are seeking a Senior Associate, License Maintenance, to join the team. Ideally… more
- Hilton (Hagatna, GU)
- …your chance to be part of a Finance Team that is a critical business partner that manages all global activities related to financial performance, accounting, tax, ... forecasting, risk management, and asset management\. As a Senior Tax Analyst on the Tax Operations team reporting...on the Tax Operations team reporting to Tax Operations Manager , you will focus on the preparation, analyzation, and… more
- Coinbase (New York, NY)
- …CBAM's Director of Marketing and IR. A Strategist must understand the nuances of our business , such that they can represent the investment team and our ... At CBAM a CS's job is to build the business . This includes engaging prospects and developing them into...Strategist is a hybrid between a salesperson and an investment strategist. A successful Client Strategist can secure the… more
- Deloitte (San Jose, CA)
- Our Global Investment and Innovation Incentives ("Gi3") practice provides our clients a broad range of government credits and incentives ("C&I") services across more ... for this role ends on May 31st 2026. Work you'll do: As a Manager , you will identify eligible federal C&I generating activities and manage and facilitate the… more