Corporate- Tax Information And Withholding Advisor, Executive Director
By JPMorgan Chase & Co At , Jersey City, 07310 $175,800 - $275,000 a year
Review and comment on language contained in new business initiative documents to ensure information reporting requirements are stated correctly.
Meet with business and operations areas on a regular basis to ensure a continued understanding of the information reporting requirements.
Five to seven years US information reporting and withholding tax advisory experience preferred.
Clear and concise communication skills (both verbal and written) required.
Broad knowledge of financial products, including investment funds.
Monitor new products/transactions being considered and ensure that the business understands how current information reporting & withholding rules should be applied.
Executive Advisor Administrative Assistant
By Renaissance Financial At Omaha Metropolitan Area, United States
Schedule appointments, manage annual/semi-annual/quarterly review schedule. Handle routine inquiries independently and within the limits of licensed authority.
Strong organizational skills and attention to detail in such things as composing, typing, and proofing materials, establishing priorities and meeting deadlines.
1-2 years of experience as a personal assistant (preferred).
Essential Principal Duties and Responsibilities
Prepare account summaries, portfolio analysis, and materials for client review meetings.
Handle most client communication involving service requests, reviewing applications, account changes and related paperwork, and onboarding of new clients.

Are you an experienced executive looking for a new challenge? We are looking for an Executive Advisor to join our team and help us make strategic decisions that will shape the future of our organization. You will be responsible for providing advice and guidance to senior management on a variety of topics, including financial planning, organizational development, and strategic planning. If you have the skills and experience to help us reach our goals, we want to hear from you!

Overview An Executive Advisor is a highly experienced professional who provides strategic advice and guidance to senior executives and business leaders. They are often called upon to provide insight and expertise on a wide range of topics, from organizational development and strategic planning to financial management and operational efficiency. Executive Advisors are expected to have a deep understanding of the industry and the organization they are advising, as well as the ability to think critically and strategically. Detailed Job Description An Executive Advisor is responsible for providing strategic advice and guidance to senior executives and business leaders. They must have a deep understanding of the industry and the organization they are advising, as well as the ability to think critically and strategically. They must be able to analyze complex data and develop actionable plans to help the organization reach its goals. They must also be able to communicate effectively with senior executives and other stakeholders, and be able to present their ideas in a clear and concise manner. Job Skills Required
• Strategic thinking and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to analyze complex data
• Knowledge of the industry and organization
• Ability to develop actionable plans
• Ability to present ideas in a clear and concise manner
• Ability to work independently and as part of a team
Job Qualifications
• Bachelor’s degree in business, finance, or a related field
• Master’s degree in business, finance, or a related field
• 5+ years of experience in a related field
• Professional certifications in business, finance, or a related field
Job Knowledge
• Knowledge of business principles and practices
• Knowledge of financial principles and practices
• Knowledge of organizational development and strategic planning
• Knowledge of operational efficiency and financial management
• Knowledge of industry trends and developments
Job Experience
• 5+ years of experience in a related field
• Experience in providing strategic advice and guidance to senior executives and business leaders
• Experience in analyzing complex data and developing actionable plans
• Experience in presenting ideas in a clear and concise manner
Job Responsibilities
• Provide strategic advice and guidance to senior executives and business leaders
• Analyze complex data and develop actionable plans to help the organization reach its goals
• Communicate effectively with senior executives and other stakeholders
• Present ideas in a clear and concise manner
• Monitor industry trends and developments
• Develop and implement strategies to improve organizational performance