div>Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.
For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team.
p>Job Summary: The Assurance Senior Manager is responsible for developing suggestions to improve client internal controls and accounting procedures as well as advising the client on various economic and regulatory risks in a specific industry field of expertise by identifying financial and non-financial performance measures, formulating and communicating the audit plan, answering complex questions involving GAAP and GAAS and composing technical consultation memos on engagements related to GAAP / GAAS issues.
In this role, the Assurance Senior Manager is charged with marketing, networking, and business development within an area of expertise while maintaining key client relationships and acting as the primary contact for clients regarding complex questions and information.
p>Job Summary: The Assurance Senior Manager, Technology Risk Assurance is responsible for acting as an IT audit technical resource to clients, as well as internal stakeholders (Assurance teams), in the resolution of complex and high-level tasks associated with the audit process.
Applies advanced knowledge and understanding of governing principles; applying these principles to client transactions; and documenting and communicating an understanding and application of these principles by:
- Plans and executes IT audits, including obtaining an understanding of the control environment, designs test plans, evaluates deficiencies, and assesses the overall financial reporting control environment.
p>Job Summary: The Core Tax Services ("CTS") Experienced Manager - ASC740 is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex corporate tax and ASC 740 tax issues.
Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits.
The team combines strategic advisory (M&A strategy, deal thesis, growth pathways, buy/build/partner, portfolio rationalization, and buy-/sell-side readiness) with diligence capabilities across commercial and operational lenses to pressure-test forecasts, quantify synergies, and surface value drivers and deal risks that can affect price or structure. Our clients include asset, wealth, and investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, hedge funds, private equity, alternative products, and other money managers.
Rye Brook, New York3 days ago
As a Private Client Service Manager at Gallagher, you’ll be the trusted advisor for High Net Worth individuals, managing their personal insurance programs and ensuring their unique needs are met with precision and care.
Overview:
Are you ready to take your career to the next level by working with prestigious clients and delivering tailored insurance solutions?
New Haven, Connecticut30+ days ago
The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. Click Hereto review our U.S. Eligibility Requirements.
p>Responsibilities include the following for delivering day-to-day operations for small to mid-sized projects: Project team leadership expectations:
Set direction: Support defining objectives, decision-making processes, schedules, budgets and success factors. In this critical role, you will be responsible for managing drinking water projects, providing solutions for complex issues, utility management, business development, capital planning, design and engineering, and construction phase efforts.
li>Recommend plans and products to help clients achieve their goals; identify appropriate investment and insurance solutions; estate issues; tax considerations; retirement planning or personal planning objectives. As a family business, we treat every client like our own, prioritizing their best interests and guiding them toward their unique goals—and a secure financial future—with transparency, trust, and expertise.
Stamford, Connecticut2 days ago
In North America, our services include Mailroom Management (both physical and digital), Office Services such as Reception, Lobby Concierge and Conference Room Management in addition to Document Processing Services utilizing leading edge technologies. SPS is an award-winning employer of choice offering outsourcing solutions that leverage Intelligent Automation (Artificial Intelligence & Robotic Process Automation) in more than 22 countries across the globe.
Desired Qualifications:•Experience in a loan origination role in a retail environment and knowledge of Mortgage Products (Conventional, Jumbo and HELOC, Government)•Knowledge of credit and home lending requirements•Experience working in a financial center where goals were met or exceeded.•Knowledge in analyzing and comprehending complex financial data and providing financial alternatives.•Knowledge of banking products and services.•Solid time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously.•Experience in a loan origination role in a retail environment and knowledge of•Structuring, Processing, underwriting and closing procedures•Federal regulations governing real estate lending•FHA and HUD guidelines•Other Lending Products (Credit Card, Vehicle Loans)•Strong computer skills including MS applications and previous experience utilizing laptop technology. I have access to industry leading products, services and technology, award winning platforms, and a dedicated support team, On screen copy: Access to industry leading products, services, and technology all designed to help me fulfill the financial needs associated with the unique life priorities of our clients and simplify our clients' experience by providing direct solutions.
ul>Minimum of 2 years of mortgage origination experience or equivalent experience demonstrating the ability to assess client needs, leadership ability, build trust, deepen relationships and/or self-source business, combined with a proven record in consultative sales and delivering tailored financial solutions. Presents potential home lending product solutions, submits the mortgage application, assists clients with gathering supporting loan documentation and keeps clients informed throughout the mortgage loan process through outbound calls, email and online messaging.
Ridgefield, CT28 days ago
Access to experienced clinical leaders and mentors Assent-based, student-centered treatment philosophy Quarterly Clinical Grand Rounds featuring advanced, school-relevant clinical topics PFA/SBT and PRT training opportunities, supported by ongoing consultation Collaboration with multidisciplinary school teams and CAS clinicians Systems and tools that reduce administrative burden Shared clinical resource library with templates, tools, and evidence-based materials to support consistent, high-quality care Your Growth Path at CAS Your career here is designed to evolve. Salary range: $83,000-$103,000 annually (based on experience and market) Lower monthly billable expectations aligned to school-based service delivery Performance-based bonus and incentive opportunities Company recognition awards, including: Monetary awards Thoughtful gifts and swag Employer-paid professional courses and continuing education Continuing education support, including paid CEUs and professional development Student Loan Repayment Assistance to support long-term career sustainability Medical, dental, and vision insurance options Retirement plan and additional voluntary benefits No non-compete clauses - we believe in ethical, clinician-first employment Work-Life Balance You Can Count On This role is designed for sustainability within educational environments.