About the Client. A rapidly growing Registered Investment Advisory firm located in Bedminster, New Jersey, with an expanding client base, is seeking a Compliance Analyst to join the team. This role will support the firm's compliance program. This is a part-time opportunity (less than 20 hours per week). Job Summary. The Compliance Analyst will support the firm's compliance program to ensure adherence to SEC and state regulatory requirements, inte...
Tax Professional. About our Client. About our Client. A growing financial planning firm that stands out with its unique tax-first approach. This strategy helps clients keep more of what they earn by prioritizing controllable factors to create financial plans that minimize tax liabilities. Tax preparation and tax planning are just a part of the services they provide in their deep commitment to the local community and family-first mentality. Job De...
