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NTAG assists companies with all aspects of their financial reporting of income taxes including tax provision assistance and tax accounting guidance and consulting related to planning initiatives and strategic transactions (e.g., acquisition accounting, discontinued operations and carve-out financial statements). At Deloitte Tax LLP, our Business Tax Services (BTS) team is a dynamic team with professionals of varying backgrounds and provides expertise to clients to gain a competitive advantage by integrating tax strategy into their business operations while working within the confines of their individual risk profiles.

YEAR

Deloitte Touche Tohmatsu Ltd

Tax Senior- National Tax Accounting Group (NTAG) - ASC740

As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.

LPL Financial Holdings Inc

Vice President, Regional Branch Manager

Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird, and establishing an ongoing communication/client service plan. Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models.

Baird

CRT Client Specialist Training Program

You'll ensure the accurate calculation of upfront and trailing commissions, ensuring the commissions are paid to the correct selling firm and advisor, validate calculations data against fund agreements, and prepare all required wire transfers to selling firms and financial advisors. You'll be joining our Alternative Investments team within our Issuer Services business-an area that manages high‑value shareholder investment activity for wealth management clients, brokers, and issuer partners.

Computershare (ASX: CPU) is the world's largest stock transfer agent that has pioneered many of the securities industry's innovations to help companies build and maintain strong relationships with their investors, employees and customers. For more than 35 years, we have grown rapidly in markets around the world to meet the evolving needs of our 16,000 clients. Today, we offer a comprehensive range of professional services including stock transfer, employee equity plans, investor relations, corporate governance and other business solutions. AT COMPUTERSHARE, IT'S MORE THAN A JOBAt Computershare, we don't just offer jobs, we offer careers. From a learning and development program that gives team members the chance to learn from the industry's best, to a casual working environment, a total benefits package and tuition reimbursement, we know that looking after our people ensures success for them, for us and for our clients. TOP 5 REASONS TO WORK HERE Employees shared their top reasons for you to consider joining our team. #1 Be Part of a Dynamic Team It’s the Computershare way to work hard and have fun with our teammates. #2 Be A Change Agent for Good We're proud of the ways that we save energy, reduce waste and encourage each other to give to those in need where they need it most through our sustainability and community support programs. #3 Be Well Taken Care Of We have great options for affordable medical benefits with wellness credits that promote a healthy lifestyle and earn you discounts, plus tuition reimbursement to promote ongoing education. #4 Be A Driving Force New thinking and great ideas are vital to our culture of growth. You have the support to be a driving force for change. #5 Be Career Minded There are lots of ways to build a career here. Just raise your hand and ask. So, if you’re ready to roll up your sleeves with our 15,000 employees, we look forward to having you. Visit us at <a href="http://www.computershare.com/mycareer" target="_blank">www.computershare.com/mycareer</a>. Your career is waiting.

Computershare Ltd

Alternative Investments - Lead Settlement Specialist

You’ll have the support, infrastructure, and brand strength of a firm with over 175 years of history—while maintaining the freedom to grow your practice and develop a leadership style that reflects your vision. This role is ideal for an experienced advisor who has successfully built a personal practice and is now ready to take on a leadership position focused on both personal growth and team development.

WealthBridge Financial Group

Managing Director

Workable

Market Leader

The Trust Strategist and Legal Administrative Assistant primarily supports a team of Trust Strategists who are responsible for helping Baird clients move their trust accounts to Baird Trust or add Baird Trust to their estate plan. The Impact You'll Make: Support a team of trust strategists throughout the Baird Trust footprint with a variety of administrative functions including scheduling meetings, managing CRM entries, and general support.

Robert W. Baird & Co. Incorporated

Trust Strategy Administrative Coordinator

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Robert W Baird & Co Inc

Trust Strategist and Legal Assistant

This role operates within Corporate Trust's Default & Restructuring Group and administers complex bankruptcies, restructurings, litigation, depositions and other distressed trustee relationships in the Conventional Product division supporting multiple product groups including Corporate Debt, Municipal Conduit, Housing and Paying Agent products, and Agency & Lease products. Partners with internal and external counsel, clients, and other stakeholders to identify and mitigate legal, financial, operational, and reputational risks, maximize recoveries and indemnification protections, and ensure compliance with contractual, prudent person, regulatory, and internal policy requirements.

Corporate Trust Default & Restructuring Specialist

As one of the largest and fastest-growing Registered Investment Advisers (RIAs) in the country, we offer a unique platform where tax professionals are embedded in long-term client relationships and actively shape financial outcomes for high-net-worth individuals, multi-generational families, and closely held businesses. You’ll collaborate closely with investment, estate, and financial planning professionals to continuously apply and expand your tax expertise across a broad range of real-world client situations—far beyond the preparation of returns.

Cerity Partners

Tax Principal

Primarily serving financial advisors, family offices, fund selectors, wealth managers, and their clients, the platform provides access to strategies spanning the asset class spectrum through mutual funds, UCITS funds, ETFs, SMAs, and alternative products. The External Wholesaler is responsible for representing all PGIM Global Wealth products and vehicles including Mutual funds, ETF's, SMA's, Alternative Investments, CIT's across retail and retirement platforms to investment professionals in their respective territory.

Prudential Financial Inc

PGIM Global Wealth - External Wholesaler (OH, KY, and IN)

What it Takes: Bachelor's Degree in Business, Finance, Economics, Accounting, or related degree OR proven experience in client consultation in investment/portfolio management, brokerage, finance or equivalent. About Us: German American Bancorp and its family of financial services companies employ talented, compassionate people throughout the organization, truly making German American special.

German American Bancorp, Inc.

Portfolio Manager

As one of the largest and fastest-growing Registered Investment Advisers (RIAs) in the country, we offer a unique platform where tax professionals are embedded in long-term client relationships and actively shape financial outcomes for high-net-worth individuals, multi-generational families, and closely held businesses. You'll collaborate closely with investment, estate, and financial planning professionals to continuously apply and expand your tax expertise across a broad range of real-world client situations-far beyond the preparation of returns.

Cerity Partners LLC

Delivers ADP Mid Market Prototype Adoption Agreement and reviews elections with client form both a regulatory and ADP Retirement Services administration perspective to ensure plan setup meets client expectations and confirms to the prototype's product specifications and system constraints. RESPONSIBILITIES: Project manages work of several internal departments, client, financial advisors and client's prior recordkeeper to ensure a successful implementation and is the subject matter expert for all functional areas through ADP for the conversion.

ADP powers the working world with comprehensive solutions that drive business success. Consistently named one of the "Most Admired Companies" by FORTUNE® Magazine, and recognized by Forbes® as one of "The World's Most Innovative Companies," ADP has over a half-million clients around the globe and 65 years of experience as one of the largest providers of human capital management solutions world-wide.


At ADP, we believe that diversity fuels innovation. ADP is committed to equal employment opportunities regardless of race, color, genetic information, creed, religion, sex, sexual orientation, gender identity, lawful alien status, national origin, age, marital status, non-job related physical or mental disability, or protected veteran status. We support an inclusive workplace where associates excel based on personal merit, qualifications, experience, ability, and job performance.

Automatic Data Processing Inc

Entry Level Implementation Project Mgr Client Support

Delivers ADP Mid Market Prototype Adoption Agreement and reviews elections with client form both a regulatory and ADP Retirement Services administration perspective to ensure plan setup meets client expectations and confirms to the prototype's product specifications and system constraints. This may include adding investment with restrictions, transfer in-kind, setup of brokerage accounts, special blackout notifications, special processes needed to be supported by Client Services and Operations, etc.

Implementation Project Mgr I

Implementation Specialist

RESPONSIBILITIES: Project manages work of several internal departments, client, financial advisors and client's prior recordkeeper to ensure a successful implementation and is the subject matter expert for all functional areas through ADP for the conversion. This may include adding investment with restrictions, transfer in-kind, setup of brokerage accounts, special blackout notifications, special processes needed to be supported by Client Services and Operations, etc.

Implementation Project ManagerSpecialist

PGIM Global High Yield Fund

FULL_TIME

It also includes both inside and outside work in varied temperatures, working with and around food products, common allergens, industrial equipment, commercial cleaning products that require the use of personal protective equipment and physical activities necessary to complete the responsibilities of the job. The physical work environment includes working in a fast-paced kitchen environment (which requires extended periods of physical exertion, such as walking, standing, lifting and bending) and interacting with customers.

Raising Cane's

Restaurant Leader (Restaurant General Manager)

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Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

Data Recognition Corporation Jobs in the United States

Tax Senior- National Tax Accounting Group (NTAG) - ASC740 Deloitte Touche Tohmatsu Ltd

Vice President, Regional Branch Manager LPL Financial Holdings Inc

CRT Client Specialist Training Program Baird

Alternative Investments - Lead Settlement Specialist Computershare Ltd

Managing Director WealthBridge Financial Group

Market Leader WealthBridge Financial Group

Trust Strategy Administrative Coordinator Robert W. Baird & Co. Incorporated

Trust Strategist and Legal Assistant Robert W Baird & Co Inc

Corporate Trust Default & Restructuring Specialist Computershare Ltd

Tax Principal Cerity Partners

PGIM Global Wealth - External Wholesaler (OH, KY, and IN) Prudential Financial Inc

Portfolio Manager German American Bancorp, Inc.

Tax Principal Cerity Partners LLC

Entry Level Implementation Project Mgr Client Support Automatic Data Processing Inc

Implementation Project Mgr I Automatic Data Processing Inc

Implementation Specialist Automatic Data Processing Inc

Implementation Project ManagerSpecialist Automatic Data Processing Inc

PGIM Global Wealth - External Wholesaler (OH, KY, and IN) PGIM Global High Yield Fund

Restaurant Leader (Restaurant General Manager) Raising Cane's

J.P. Morgan Wealth Management - Market Director of Wealth JPMorgan Chase & Co

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