- US Bank (Milwaukee, WI)
- …excellent verbal, and written communications. Act as primary liaison to clients related to transfer agent services and requests by providing professional and ... fund accounting, fulfillment, distribution and marketing, custody, securities lending, transfer agent and shareholder services ...Manage client relationships and may assist TA Client Service Managers with client … more
- Deloitte (Milwaukee, WI)
- …international tax compliance services and work collaboratively with our International Tax client service teams to help clients meet the challenges of a ... per week + 5+ years' experience providing tax compliance services or preparing and reviewing client work,...requirements and business approval: + Licensed Attorney + Enrolled Agent + Technology Certifications + CBAP - Certified Business… more
- US Bank (Milwaukee, WI)
- …a full array of finance functions: fund accounting, fund administration, regulatory support, transfer agent and custody. Our solutions are available as a ... discover what you excel at-all from Day One. **Job Description** **Our Investment Services ** **t** **eam** Our Investment Services organization provides you the… more
- Centers for Independence (Milwaukee, WI)
- …Road Warrior **Job Shift** 1st Shift **Job Category** Nonprofit - Social Services **Description** **Job Purpose:** This is a professional position that is ... to perform these essential functions.) * Develop a treatment relationship with a client and formulate treatment plans on his/her caseload that will detail treatment… more
- Centers for Independence (Milwaukee, WI)
- …**ESSENTIAL DUTIES AND RESPONSIBILITIES** + Develop a treatment relationship with a client and formulate treatment plans on his/her caseload that will detail ... to clients on caseload and participate in "team case management". + Monitor client 's psychiatric medication regime and compliance as directed by the physician. +… more
- Centers for Independence (Milwaukee, WI)
- …to perform these essential functions.)_ + Develop a treatment relationship with a client and formulate treatment plans on his/her caseload that will detail treatment ... to clients on caseload, and participate in "team case management". + Monitor client 's psychiatric medication regime and compliance as directed by the physician. +… more
- Deloitte (Milwaukee, WI)
- …areas of taxation? Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family offices, investment ... and gift work papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and… more
- Deloitte (Milwaukee, WI)
- …in person 2 - 3 days per week + 3+ years' experience providing tax planning services or preparing and reviewing client work papers and income tax returns + ... taxation? Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family...tax returns, as well prepare for and assist in client meetings on compliance and consulting projects related to… more
- Deloitte (Milwaukee, WI)
- …co-locate in person 2-3 days per week. + 2+ years' experience providing tax planning services or preparing and reviewing client work, preferably with a focus on ... peak your interest? Do you enjoy providing international compliance and consulting services to US and foreign multinational clients while identifying complex tax… more
- Deloitte (Milwaukee, WI)
- …in person 2-3 days per week + 5+ years of experience providing tax planning services or preparing and reviewing client work, preferably with a focus on ... peak your interest? Do you enjoy providing international compliance and consulting services to US and foreign multinational clients while identifying complex tax… more