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- The Tax Specialist will be responsible for the effective and timely completion and filing of all requisite tax returns for complex Estate and Trust accounts. The Tax Specialist fulfills a variety of income tax compliance, planning and administrative functions.How You’ll Succeed• Obtain information (from clients, internal and external sources) required to prepare and file income tax returns. Performs calculations, completes required schedules and organizesThe Tax Specialist will be responsible for the effective and timely completion and filing of all requisite tax returns for complex Estate and Trust accounts. The Tax Specialist fulfills a variety of income tax compliance, planning and administrative functions.How You’ll Succeed• Obtain information (from clients, internal and external sources) required to prepare and file income tax returns. Performs calculations, completes required schedules and organizes
- • Conduct oversight of staff’s work on a regular basis to ensure that day ¬to¬day policies and procedures are followed and productivity levels are maintained.• Participates in responding to periodic exams/audits• Performs a broad range of money laundering investigation related activities in support of Anti¬-Money Laundering (AML) regulations designed to report on financial related crimes• Supervises staff, assigning responsibilities/accountabilities, prior• Conduct oversight of staff’s work on a regular basis to ensure that day ¬to¬day policies and procedures are followed and productivity levels are maintained.• Participates in responding to periodic exams/audits• Performs a broad range of money laundering investigation related activities in support of Anti¬-Money Laundering (AML) regulations designed to report on financial related crimes• Supervises staff, assigning responsibilities/accountabilities, prior
- Senior Analyst, Risk Governance6 month contract opportunity (contract may be extended)Must Haves:3+ YEARS OF EXPERIENCE IN SIMILAR CAPACITYMUTUAL FUND FIRM EXPERIENCE IS A HIGE ASSETINVESTMENT INDUSTRY EXPERIENCE Reporting to the Director, Risk Governance – Regulatory reporting, the core accountabilities of the Senior Analyst, Risk Governance include assisting in managing the renewal of various offering documents for SLGI and regulatory projects relating tSenior Analyst, Risk Governance6 month contract opportunity (contract may be extended)Must Haves:3+ YEARS OF EXPERIENCE IN SIMILAR CAPACITYMUTUAL FUND FIRM EXPERIENCE IS A HIGE ASSETINVESTMENT INDUSTRY EXPERIENCE Reporting to the Director, Risk Governance – Regulatory reporting, the core accountabilities of the Senior Analyst, Risk Governance include assisting in managing the renewal of various offering documents for SLGI and regulatory projects relating t
