. Responsibilities: Lead and manage one or more business management client service teams. Manage workflow, ensure deadlines are being..., other financial reporting and client meeting packages. Prepare financial statement summaries as required for Partners. Assist...
, custodians, prime brokers and fund administrators; reviewing calculations of fund and client-specific performance... financial calculations and account analyses, including supporting schedules on a monthly and quarterly basis, collaborating...
team responsible for completing all client tax returns. The selected candidate will maintain a strong rapport... strategies, to ensure the client’s tax returns are in compliance and thoroughly completed. Responsibilities: Review and sign...
labels and music publishers on behalf of our diverse client base which includes unions/guilds, recording artists... required as due to substantial client interaction as well as the ability to work with others. Overseeing all aspects of the audit...
fieldwork with the external auditors. Reviewing calculations of fund and client-specific performance. Reviewing... and/or assisting in the preparation of a variety of ad-hoc requests from client services and the investment team. Overseeing fund...
, preparing and assembling the bills and attachments, sending bills to the client, and following up with partners/clients... for compliance with these requirements. Electronic Billing Responsible for preparing the LEDES file to be sent to the client...
A prestigious business management firm seeks an Account Executive (Supervisor) to join their dynamic team. Summary...: To perform client relations and bookkeeping by performing the following duties. Responsibilities: Interface with client...
on behalf of our diverse client base which includes unions/guilds, recording artists and songwriters. Additional... as delegating and reviewing staff work. Excellent verbal and written communication skills required as due to substantial client...
in performing royalty compliance procedures of record labels and publishers on behalf of our diverse client base which includes... of benefits and perks to our employees. Some of these include: Medical, Dental and Vision coverage Flexible Spending Account...
and annual financial statement audit fieldwork with the external auditors. Reviewing calculations of fund and client-specific... performance. Reviewing and/or assisting in the preparation of a variety of ad-hoc requests from client services and the...
, preparing and assembling the bills and attachments, sending bills to the client, and following up with partners/clients... for compliance with these requirements. Electronic Billing Responsible for preparing the LEDES file to be sent to the client...
Preparer gathers and reviews client tax documents to prepare necessary individual, partnership, estate, corporate, and/or trust... for state and federal reporting. Understand client tax issues and situations and assist with tax research. Identify...
Our client is a prestigious, global investment firm that is seeking a Manager for Private Equity Accounting... public accounting and investment management industry experience; Strong knowledge of reconciliation and account analysis...
completion successfully transition client to Field Account Development to nurture, assess and further expand relationship... and Skills Account management & pipeline management ▪ Manages a pipeline of opportunities, leveraging client data/analytics...
coordination, internal readiness, and training · Contribute to the creation of client-facing tools and enablement resources (e.g...(k) retirement plan; flexible spending savings account; paid holidays; paid time off; employee assistance program; and other company...
to arrival of client Prepare detailed documentation of suspicious activity Create and maintain readiness to meet any threat... Additional Compensation and Benefits: Gym, massage, ammunition, and cellphone reimbursements $1,100 Health Savings Account (HSA...
service orientation with a commitment to client satisfaction. Ability to work independently, meet deadlines, and manage... plans Flexible Spending Account 401K matching Employee Stock Ownership Program in a $18.2 Billion Company, plus company...
initiatives to activate in the local office, primarily with the Producers and Account Executives (Sales Team) Participate... in meetings with the Sales Team to develop prospect identification and client penetration strategies Develop and distribute...
on high-level decisions Plan shift schedules and make adjustments based on client needs and approved Protector requests... and prepare (advance) locations prior to arrival of client Prepare detailed documentation of suspicious activity Create...
of accounts submitted to the termination department and engage in all aspects of the account close process. Partner... trust matters engaging with internal account opening partners to ensure timely and accurate account set up. Oversee closing...