Chief Accounting Officer
Bell & Associates, Inc. has been engaged to conduct an exclusive search for our client’s next Chief Accounting Officer.
Compensation - $225-275k plus 50% bonus potential and stock, relocation assistance is available for this role
Interview Process – Interviews will take place over the next few weeks.
As a key leader within Company’s finance organization, the Chief Accounting Officer (CAO) will be responsible for managing the global ...
The primary responsibilities of this position include:
• Complete all aspects of accounting, tax and audit engagements for clients including status updates to engagement managers and adhere to all quality control standards as required
• Demonstrate understanding of the client’s business including analysis and planning of client engagements
• Adhere to engagement budget constraints and complete assigned tasks within the time requested, explain variances when needed
• Achieve charge hour goals
Summary: Provides administrative support to one or more Financial Advisors to assure that client needs are met.
Responsibilities include but are not limited to:
• Service clients in a pleasant, professional manner and respond to routine inquiries. Provide clients with requested information such as account balances, stock quotes or other account-related information.
• Ensure that all appropriate account documentation is obtained and maintained.
• Act on behalf of the Financial Advisor by ...
Schedule appointments and meet with potential clients
Make product recommendations to help clients meet their financial goals
Provide ongoing customer service and support to existing clients
Be a structured and coachable team player that is open to sales training development and further sales/customer service education
Discipline to be in business for yourself, but not by yourself
Highly self-motivated and self-disciplined with ability to work effectively with little or no supervision ...
New York Life is currently seeking Bilingual Spanish/Portuguese speaking self-motivated, driven individuals with a passion for making a positive impact on peoples’ lives. As a Financial Services Professional (Agent) you will have the freedom to build your network of insurance clients and business associates who are looking for insurance and financial solutions.
New York Life Insurance Company, a Fortune 100 company founded in 1845, is the largest mutual life insurance company in the ...
Growing Lenexa small business seeking a staff accountant to service client’s various accounting needs. The staff accountant will work on a team led by a Controller and be responsible for the daily processing of financial activities for each client with a strong focus on the payroll service. In addition to daily and weekly projects and tasks, the staff accountant will be asked to assist with special projects as they arise. The staff accountant will be responsible for the technical quality and ...
Great opportunity to work in a high visibility setting. This person will be doing a lot of complex tax work which will include: sales & used, property, trust returns, gift tax returns, s-corp, alternative, pass activity lost, etc....
This position will include the following:
•U.S. Federal income tax compliance to include individuals, gift tax, trusts, partnerships and corporations, including work paper preparation, estimated tax calculation and payments and income tax accrual entries
•State income ...
As a member of the Cash, Custody, & Trade team, you will support and assist Client Operations and other operational Shared Service/Center of Excellence teams by monitoring and processing custody related events to the fund’s records.
Reviews and validates all daily activity in an accurate and timely manner, and maintains all required controls to ensure overall accuracy
Undertake routine tasks related to the monitoring and processing cash and custody ...
As a member of the Client Operations team, you will act as a point of contact for operational activities and client inquiries. In this role, you may have daily contact with Client Service, Client Management, Centers of Excellence and Business Unit Shared Service teams.
Perform assigned daily operations and processes including, but not limited to:
Account Administration including account openings, billing set up, tax reclaims/tax documentation, market ...
As an Investment Accountant, you will interact internally with global Centers of Excellence, Client Operations teams, business unit Shared Service teams and Joint Venture operations teams to complete applicable day-to-day activities, relating to the overall processing for their assigned clients and portfolios.
Monitors, reviews and validates all daily work to ensure accurate timely calculations and processing
Employee will be responsible for ...
~Here is your chance to work for one of the largest companies in the US as a Tax Analyst. This team is responsible for the preparation and review of US federal and state income tax returns and day-to-day management of key tax attributes. You will work closely with the business units, as well as, internal and external counsel to understand the impact of transactions on the entities for which you are responsible. To succeed in this role, you must have experience in federal corporate/partnership tax ...
Jan 9 -
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