- Deloitte (Washington, DC)
- …passionate about financial products and understand regulated investment companies, Subchapter M , section 4982 excise calculations, and tax compliance.? If ... and facilitate at least one engagement-specific training and one national training per year. The team As global leaders...Financial Planner (CFP) + Demonstrated advanced understanding of Subchapter M , financial products, and book to tax … more
- Deloitte (Washington, DC)
- …61 of the Internal Revenue Code (1042/1042-S and 1099 reporting), Withholding Partnership rules, Qualified Intermediaries, 871 m ), and other global information ... Are you a strategic and creative tax professional who would like to work on...61 of the Internal Revenue Code, Qualified Intermediaries, 871 m ) or other withholding and reporting regimes + Preparation… more
- Truist (Washington, DC)
- …Mass Affluent, @Work Financial Wellness, and Integrated Relationship Management (IRM) partnership . 3. Drive branch revenue through Small Business development and new ... client base through effective outbound calling and OnUp outreach. 6. Partnership with Integrated Relationship Management (IRM) and Operations partners. Partner with… more