THE LARGEST COLLECTION OF JOBS ON EARTH
Legal
Supports PDF, DOC, DOCX, TXT, XLS, WPD, HTM, HTML files up to 5 MB
Advisory Com Off, Senior The candidate will assist in maintaining the Corporate Compliance Program. Maintain a current knowledge of applicable laws, regulations and issues. Monitor legislative and regulatory developments for the ..
Chief Financial Planning Officer The candidate will hire and manage key financial planners to cover various markets. Manage goals-based planning approach for all client-facing advisors in the Wealth Group. Financial Planning ..
Tax Manager Duties: Managing tax advisory services, tax compliance, and tax provision to pass-through and C-corporation entities with an emphasis on manufacturing and distribution, construction and real estate, professional services, technology, ..
Senior Wealth Strategist Duties: The candidate serves as the primary Wealth Planning expert and resource for high net worth prospects and client relationships (> $10MM investable and/or $15 million in net ..
Compliance Specialist Duties: Participates in the administration and oversight of compliance programs for all jurisdictions and product lines written by CopperPoint. Works with the CCO, VP Compliance, and Compliance Oversight Committee ..
Tax Manager | Private Equity The candidate will be managing tax advisory services, tax compliance, and tax provision to pass-through and C-corporation entities with an emphasis on private equity, manufacturing and ..
Senior Wealth Planning Analyst Duties: The candidate partners with Wealth Strategists, WMAs and other specialists to deliver discovery experience to prospects and clients with a general focus on clients with greater ..