The US Tax Operations team handles all reporting obligations for the Firms Wealth Management and Institutional clients, and is responsible for ensuring compliance with the IRS regulations. The team is primarily located in Utah with additional coverage in New York and India. The Gain & Loss department maintains cost basis records and provides Gain/Loss reporting for assets held in MS Wealth Management customer accounts. The Tax teams work closely ...
Finance Operations Administrator. Role Overview. Join the team at IVC Technologies, the largest independent provider of predictive maintenance services in the U.S., where our culture is built on technical excellence and continuous improvement. We are seeking a dedicated and rigorous. Finance Operations Administrator. to join our growing team. If you thrive in a fast-paced environment, take pride in meticulous data ownership, and want to play a ke...
Job Description. Skills Required (essential). Strong analytical, organizational, and verbal and written communication skills. Proven ability to work efficiently and accurately under pressure in a fast paced multi-tasking environment. Proactive and self-motivated. Intermediate Microsoft Excel and Word skills. BACHELOR'S DEGREE REQUIRED. Role Description. The team provides operational support and interacts daily with global securities lending and s...
What We're Up To. Kalshi has defined a new category: prediction markets. Kalshi allows people to trade on the outcome of any events and turn any question about the future into a financial asset. Kalshi fought for years and legalized prediction markets in the US for the first time in history. Kalshi is currently the fastest growing financial market in America, and has over 1,900 markets across politics, economics, financials, weather, tech, AI, cu...
NEW. Operations Specialist, Wealth Management/ Legal, Boston (hybrid/ 3 days in office). About the Company/Role. Our client, a highly respected and collegial firm, is seeking a meticulous and proactive professional to join their Wealth Management Department as an Operations Specialist to join their downtown Boston office. This pivotal role provides essential analytical and operational backing, ensuring the seamless administration of client assets...
