trades, reviewing and approving model trades, tax management, and other portfolio management tasks Communicate... meetings with clients, including multi-client seminars and one-on-one meetings alongside a relationship manager Represents...
statutory reserves, the team performs statutory, GAAP/LDTI and tax valuation on Par Whole Life, Term, UL and VUL products... and explain Stat, Tax and GAAP financial results. Utilize modeling acumen to execute complex projects such as Cash Flow Testing...
. Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm...Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Associate...
, Product Management, Private Investment Deal Teams, Investor Relations). The Fund Controller will report to the team’s Manager... and expenses Cash and capital management and coordination of deal funding Oversee annual audit process for assigned funds...
accounts to assist in donor reporting Preparation of support and annual tax filings for charitable gift annuities... external audit, including preparing schedules and support related to audit selections. Other duties as needed to help drive...
of tax filings, and assisting with the annual budget and audit processes. The role also includes supervising an entry level.... Job Description Under the direction of the Accounting Manager and Controller, this position is responsible for the preparation of monthly...
Accounting Manager and Controller, responsible for the preparation of monthly financial statements, general ledger... reconciliations, financial analyses, system controls, management reports, preparation of tax filings, and assisting with the annual...
Establishes risk-based IT audit programs Determines scope of review in conjunction with the Engagement Manager Documents... financial reporting cycles or internal audit area and identifies key controls Assesses internal control design and operational...
Establishes risk-based IT audit programs Determines scope of review in conjunction with the Engagement Manager Documents... financial reporting cycles or internal audit area and identifies key controls Assesses internal control design and operational...
manager, influential collaborator, and people developer. Your keen eye for detail ensures that every task, no matter how small...-making Manage CMB’s annual financial review and audit process with ITA Group and external auditors Team Leadership...