maintain/update investor static information; review external payment workflows. Develop client specific knowledge reporting for investors where quantitative data forms a part of the response. Review data exported from Provide information for tax returns to internal and external tax professionals; review qualitative and quantitative
and updating of client CRM profile. Liaise with external and internal providers on client specific queries check Record of Advice and Replacement disclosure forms accurately and correctly to company internal compliance
and updating of client CRM profile. Liaise with external and internal providers on client specific queries check Record of Advice and Replacement disclosure forms accurately and correctly to company internal compliance
accommodated with: 1. Updated CV 2. Vacancy Application form 3. Copy of all relevant qualifications and certifications
financial analysis
improve efficiency
Preparing audit files for annual audits. Assisting external auditors with the annual audit. Assist with client
days. Duties: Provides the following services to external and internal clients: Completing Individual, Corporate interest and penalties. Compiling and assisting the External Associate with Tax Compromises and Deferments
within an advice framework, build an internal and external network and grow the customer base. Duties and
management. Audit Support: Assist in internal and external audits by providing documentation, explanations